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北京时间·🕒 发布 05-25 04:21:08时区推断·⟳ 抓取 06-03 17:20:50回填·⚡ 决策 06-17 00:29:04·133.1 天前
KOL梳理物理AI供应链：Sivers(SIVE)为Aeva(AEVA)提供FMCW激光器，切入机器人与自动驾驶
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Fun fact: Lot of the same companies are often used across different supply chains. One likely example is: $SIVE as the…
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怎么卖 止盈 +10%(半仓)/+20%(清仓) · 止损 -8% · 时间止损 3日
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怎么买 限价买入 不高于昨收 +5%、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 3日
失效/反转 公司澄清无此供应链关系 / 纯KOL炒作无后续资金跟进
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Fun fact: Lot of the same companies are often used across different supply chains.
One likely example is: $SIVE as the upstream laser supplier to Boston Dynamics via:
Sivers -> $AEVA FMCW (CW DFB lasers) -> LG Innotek -> Boston Dynamics.
I actually personally liked Aeva for 4D AI first.
Just so happened to find out Sivers was their high confidence laser supplier for 4D FMCW lidar.
So you actually get robotics exposure with photonics while the same CW lasers used for hyperscaler AI DCs.
Near term revenue ramp though it's probably $SIVE supplying laser volume ramp for $NVDA self-driving car related architectures though Aeva.
Humanoids are probably later in 2028?
You can always get more indirect exposure like MU with memory or $INTC with edge CPUs, but of course there's more direct exposure out there.
Think I've already covered a lot of names in the past like $VPG or Harmonic Drive. But hilariously enough CPO players like $SIVE are a core part of frontier physical AI development.
One likely example is: $SIVE as the upstream laser supplier to Boston Dynamics via:
Sivers -> $AEVA FMCW (CW DFB lasers) -> LG Innotek -> Boston Dynamics.
I actually personally liked Aeva for 4D AI first.
Just so happened to find out Sivers was their high confidence laser supplier for 4D FMCW lidar.
So you actually get robotics exposure with photonics while the same CW lasers used for hyperscaler AI DCs.
Near term revenue ramp though it's probably $SIVE supplying laser volume ramp for $NVDA self-driving car related architectures though Aeva.
Humanoids are probably later in 2028?
You can always get more indirect exposure like MU with memory or $INTC with edge CPUs, but of course there's more direct exposure out there.
Think I've already covered a lot of names in the past like $VPG or Harmonic Drive. But hilariously enough CPO players like $SIVE are a core part of frontier physical AI development.
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