🐦 推特SerenityV1 · 实盘可交易 · 做多市场:美股把握 5/10
北京时间·🕒 发布 05-14 20:08:36时区推断·⟳ 抓取 06-03 18:23:03回填·⚡ 决策 06-17 02:35:56·132.6 天前
POET获Lumilens 5000万美元采购订单及5亿美元框架，二阶利好激光器供应商Sivers
📄 原文Serenity↗ 原文
If you didn't know $POET is up 22% premarket on a $50m purchase from Lumilens. Scaling to $500m with a longer term fram…
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
怎么买 限价买入 不高于昨收 +30%、仅下一个交易日，不成交作废
怎么卖 止盈 +15%(半仓)/+30%(清仓) · 止损 -12% · 时间止损 5日
失效/反转 公司澄清订单金额不实 / 框架协议无约束力且短期无实质交付
决策后走势暂无图(这条腿还没有复盘打分的日线切片)
怎么买 限价买入 不高于昨收 +10%、仅下一个交易日，不成交作废
怎么卖 止盈 +10%(半仓)/+20%(清仓) · 止损 -8% · 时间止损 5日
失效/反转 POET扩产推迟 / Sivers未获相关激光器订单证实
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
成交明细
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研究档案
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原文全文
展开原文 · 352 字
If you didn't know $POET is up 22% premarket on a $50m purchase from Lumilens.
Scaling to $500m with a longer term framework.
As mentioned in Sivers 2025 annual report: $POET is ramping up H2 2026 with $SIVE.
Any demand from these midstream players back to $SIVE as the laser chokepoint for everything.
So yes, this is highly bullish for Sivers.
Scaling to $500m with a longer term framework.
As mentioned in Sivers 2025 annual report: $POET is ramping up H2 2026 with $SIVE.
Any demand from these midstream players back to $SIVE as the laser chokepoint for everything.
So yes, this is highly bullish for Sivers.
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