🐦 推特SerenityV1 · 实盘可交易 · 做多市场:美股把握 5/10
北京时间·🕒 发布 05-26 07:42:51时区推断·⟳ 抓取 06-03 17:17:51回填·⚡ 决策 06-17 00:16:05·132.7 天前
Jabil 宣布 1.6T LRO 即将量产，KOL 挖掘 Sivers 为其及 Ayar 核心激光器供应商
📄 原文Serenity↗ 原文
$JBL literally announced in their fireside chat… Mass production of their 1.6T LRO with excessive demand in 3-10 months…
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 开盘买入 不高于昨收 +3%（超上限不成交）
怎么卖 止盈 +5%(半仓)/+10%(清仓) · 止损 -4% · 时间止损 3日
失效/反转 JBL 官方否认 1.6T LRO 量产进度或 fireside chat 内容被证伪
不做 SIVE.US
Sivers Semiconductors 主要在瑞典上市(SIVE.ST)，美股无 SIVE.US 主板代码，OTC(如SIVSF)流动性极差，无法有效执行事件驱动交易，建议转至瑞典市场
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
该臂暂无收益数据(没有收益口径表头)。
研究档案
这条决策没有研究档案。
原文全文
展开原文 · 761 字
$JBL literally announced in their fireside chat…
Mass production of their 1.6T LRO with excessive demand in 3-10 months.
$SIVE is likely sole source laser supplier for this specific optical transceiver.
Ayar raised $500M for volume ramp recently, and $SIVE is the primary / sole source laser supplier.
2025 annual report, $SIVE signaled start of volume ramp with both (likely) $AEVA and $POET.
This is how you do supply chain mapping on qualification cycles.
Anything they make, Sivers makes revenue off lasers.
If you ask AI they will keep confidently citing 2024 revenue numbers without knowing volume hints.
Which is why I keep seeing these false claims like this over and over, despite Sivers being on the precipice of mass production for 2027.
Mass production of their 1.6T LRO with excessive demand in 3-10 months.
$SIVE is likely sole source laser supplier for this specific optical transceiver.
Ayar raised $500M for volume ramp recently, and $SIVE is the primary / sole source laser supplier.
2025 annual report, $SIVE signaled start of volume ramp with both (likely) $AEVA and $POET.
This is how you do supply chain mapping on qualification cycles.
Anything they make, Sivers makes revenue off lasers.
If you ask AI they will keep confidently citing 2024 revenue numbers without knowing volume hints.
Which is why I keep seeing these false claims like this over and over, despite Sivers being on the precipice of mass production for 2027.
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