🐦 推特aleabitoredditV1 · 实盘可交易 · 做多市场:美股把握 5/10
北京时间·源无时间·以抓取为准·⟳ 抓取 06-09 15:21:45回填·⚡ 决策 06-16 16:27:21·133.5 天前
Sivers Semiconductors获820万美元太空应用波束成形IC批量订单
📄 原文aleabitoreddit↗ 原文
A massive catalyst arrived today with $SIVE: Sivers announced $8.2M volume orders starting for Space applications (alls…
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 +5%、2 个交易日内有效
怎么卖 止盈 +10%(半仓)/+20%(清仓) · 止损 -8% · 时间止损 2日
失效/反转 公司澄清未发布该订单公告 / 订单金额口径误读 / 盘前流动性枯竭无法成交
不做 YSS.US
代码存疑，潜在匹配标的(如York Space Systems)未确认公开上市状态及流动性，且为收购方非直接订单受益方
不做 MRVL.US
仅为推文作者用于类比design-in逻辑的标的，非本次8.2M订单事件的直接受益方
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 · 811 字
A massive catalyst arrived today with $SIVE:
Sivers announced $8.2M volume orders starting for Space applications (allspace).
This is for Beamforming ICs powering Space LEO/multi-orbit satellite communication.
The bigger implication is not the contract size:
But that Sivers now powers a larger defense prime in $YSS following their allspace acquisition (similar to $MRVL design-in with Celestial).
Which typically leads to more follow-up orders + volume contracts for Sivers, rather than just this specific contract.
Turns out Sivers is also a Space/Defense supply chain chokepoint (ahead of SpaceX IPO) on top of their photonics AI DC sector lasers...
This win aside, I'm expecting more volume ramps to be coming soon as well from their photonics side (looking at you Jabil + other pluggable makers)
Sivers announced $8.2M volume orders starting for Space applications (allspace).
This is for Beamforming ICs powering Space LEO/multi-orbit satellite communication.
The bigger implication is not the contract size:
But that Sivers now powers a larger defense prime in $YSS following their allspace acquisition (similar to $MRVL design-in with Celestial).
Which typically leads to more follow-up orders + volume contracts for Sivers, rather than just this specific contract.
Turns out Sivers is also a Space/Defense supply chain chokepoint (ahead of SpaceX IPO) on top of their photonics AI DC sector lasers...
This win aside, I'm expecting more volume ramps to be coming soon as well from their photonics side (looking at you Jabil + other pluggable makers)
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