个股论点
围绕单一股票的投资逻辑与仓位表态 · 共 2359 条 · 滚到底自动加载更多
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博主认为AI需求加速信号明确，短期波动属去杠杆，看好光互连及存储板块。
我个人认为这是极短期的去杠杆行为，导致许多个股超跌。 - $BE 和 $TER 公布了超预期的业绩，Bloom 报告营收同比增长 166% + 利润率扩张 + 上调 2026 年指引... Teradyne 报告营收同比增长 104%，每股收益增长 300%+。 - 中国领先的光学玩家公布了惊人的初步财报，对西方光子学板块有极强的映射效应。 - 我认为财报季倾向于提醒市场 AI 加速仍在继续。我预计 $LITE、$SNDK / SK Hynix 以及板块龙头 ERs 将继续这一趋势。 - 但感觉市场更多是在奖励现有的加速，而非基于短期修正（如 $AMKR 所见）的未来一年增长。 - 总之，对我跟踪的主题来说看起来非常积极。 - 然后你有 $GOOGL 资本支出上调至 1950-2050 亿美元，这通常是超大规模云厂商最大的 AI 需求信号。 - 预测市场显示下次 FOMC 会议利率不变的概率为 77%。特朗普政府周一呼吁美联储降息。 - 所以今年三次加息的恐惧似乎有些夸大。 - 从 DUV 到 $CXMT 产能过剩的中国恐惧也被极度夸大。我们在每个行业都见过这种情况，直到人们记住激光或 HBM 瓶颈存在是有原因的。 - 就个人想法而言，看到所有东西一起涨跌是不健康的，尤其是这些主题。但我个人并不担心，因为我对我的持仓有充分信心，特别是像 $SIVE 或 $AAOI 这样的光互连领域。 - $META 计算和 $GOOGL GCP 利润率/增长显示出对 $NBIS 及类似新云业务模式的需求增加。 - $META 及其他超大规模云厂商关于与 $SNDK 和三星/SK Hynix、$MU 的长期协议（LTAs）的笔记指向结构性内存需求。 - 可以一直列举下去... - 但当 Jim Cramer 告诉每个保证金交易员在开盘时“全部卖出”，而新闻说存在 AI 泡沫时。 - 我讨厌别人说“它在跌所以卖出”。我相信重要的是看加速的营收/每股收益增长。如果营收加速与超大规模云厂商资本支出保持一致，那么该逻辑依然成立。 - 总之：我看到了 AI 需求/营收加速的迹象，超大规模云厂商资本支出是最重要的跟踪指标之一。 - 我猜我们会看到该主题广泛复苏。但我无法预测具体发生在哪一小时、哪一天或哪一周。
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I personally see it as extreme short term deleveraging that overshot many individual names. - $BE to $TER reported blowout results, with Bloom reporting 166% Y/Y rev growth + expanding margins + raised 2026 guidance... Teradyne reported 104% Y/Y revenue growth with 300%+ EPS growth. Your leading optical players over in China reported amazing preliminary earnings + extremely strong read through for the Western photonics sector. Think earnings season tend to remind markets about continued AI acceleration. I'm expecting $LITE, $SNDK / SK Hynix, and sector leader ERs to continue that trend. But it does feel like markets are rewarding existing acceleration more rather than future growth a year out over near-term revisions as seen with $AMKR. But as a TLDR, looks very positive for the themes I'm tracking. - Then you have $GOOGL capex raised to $195-$205B, which is typically the biggest AI demand signal from hyperscalers. - 77% 0bps change est. next FOMC decision from prediction markets. Trump administration on Monday called for the Fed to lower interest rates. So your 3x rate hikes fears this year seem kinda overblown. - Chinese fears from DUV to $CXMT overflooding are extremely overblown as well. We see this with every sector from time to time until people remember that lasers or HBM bottlenecks for a reason. As for personal thoughts, it was unhealthy seeing everything rise up or down together, especially with these themes. But I'm personally not worried since I have full conviction in my names, especially optical interconnects like $SIVE or $AAOI. $META compute and $GOOGL GCP margins/growth shows increasing demand for $NBIS and similar neocloud business models. $META + other hyperscaler notes around LTAs with $SNDK and Samsung/SK Hynix, $MU point to structural memory demand. Can go on and on... But when you have Jim Cramer telling every margined DC trader to "sell everything" at market open and news saying there's an AI bubble. I do hate it when others say "it's dropping so sell". My belief is that the important thing to look is accelerating revenue/EPS growth. And if that thesis stays in-tact with revenue acceleration in line with hyperscaler capex. TLDR: I see signs of AI demand / revenue acceleration, hyperscaler capex is one of the most important things to track. And my guess is that we'll see the theme recover broadly. But I can't predict what hour, day, or week that happens.
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GOOGL上调资本支出指引后股价大跌，博主猜测是去杠杆所致。
@wannabepanacea 我最近刚退出（市场），正在从两轮手术中恢复。鉴于 $GOOGL 上周上调了资本支出指引，这一跌幅至少可以说是令人惊讶。我需要去查一下加息概率，但我猜测这只是去杠杆。
英文原文
@wannabepanacea I've been out if it recently, just recovering from 2 rounds of surgery. Drop was been surprising to say the least given $GOOGL hiked capex guidance last week. Will need to check on rate hike odds, but my guess is just deleveraging.
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FCC拟禁中国机器人进口，利好美国本土人形机器人公司。
据路透社报道，联邦通信委员会(FCC)准备禁止进口中国的人形和四足机器人。旨在保护美国的人形/机器人项目。Agility Robotics ($CCXI) 和其他美国人形机器人参与者听到这个消息应该会很高兴。 https://t.co/s2dFWTA4EX
英文原文
FCC set to ban Chinese imports of humanoid and quadruped robots per Reuters. To protect American Humanoid/Robotics programs. Agility Robotics ( $CCXI ) and other US humanoid players should be happy to hear this. https://t.co/s2dFWTA4EX
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Waymo长期将凭借成本优势挤压Uber/Lyft生存空间。
@OtsukimiOtsu 感觉你在旧金山看到的每两辆车里就有一辆是 Waymo。短期到中期，我认为这对 $UBER 和 $LYFT 的影响微乎其微。长期来看，除非他们采取行动，否则他们在美国市场会被“做熟”（意指被彻底击败/淘汰）。因为自动驾驶车辆可以大幅压缩人工网约车的成本/利润率。如果 Waymo 推出 Uber Eats 的竞争对手，机器人技术也可以压缩配送成本。就像人们比较 Uber/Lyft 的乘车费用一样，人们关心的是其中最低的成本，方向上 Waymo/$TSLA 可能会在那里胜出。
英文原文
@OtsukimiOtsu Feels like every other car you see in SF is a Waymo. Short-medium term I see it as negligible impact to $UBER and $LYFT. Long term I see them cooked in US markets unless they act… Since autonomous vehicles can compress cost/margins of human ride shares by a lot. Then robotics can compress cost of delivery if Waymo launches a competitor to Uber Eats. Just like how people compare uber/lyft costs before rides, what people care about is lowest cost out of the bunch, and directionally Waymo/$TSLA would likely win there
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Waymo拟与Uber拆分，印证博主此前对Uber合作策略失误的判断。
事实如此，据《金融时报》报道，$GOOGL Waymo 正考虑与 $UBER 拆分。我去年认为 Uber 与 Waymo 合作是个糟糕的选择……因为 Uber 只是 Google 在扩张过程中所需的分发渠道。我认为 $NBIS Avride、其他中立玩家或垂直整合才是最佳路径。如今，其合作伙伴 Waymo 看起来成了 Uber 最强的颠覆者。
英文原文
There you have it, $GOOGL Waymo to explore split with $UBER per FT. My view last year was that Uber partnering with Waymo was a bad choice… since Uber would just serve as a distribution funnel that Google needed as they scale up. And that $NBIS Avride, other neutral players, or vertical integration would be the optimal path forward. Now their own partner Waymo looks to be the strongest disruptor to Uber.
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博主晒出AMD贴纸并调侃股价起飞，表达看多情绪。
@Frenchie_ @AMD 这些贴纸甚至更好看。 $AMD 起飞（go brrrr） https://t.co/O3dvaUG83a
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@Frenchie_ @AMD These stickers were even better. $AMD go brrrr https://t.co/O3dvaUG83a
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博主强调相关公司上调资本支出是核心论点。
@200pipss 他们刚刚确实上调了前瞻资本支出(capex)，这正是这条帖子的重点。
英文原文
@200pipss They literally just hiked forward capex, which was the point of the post.
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GOOGL用户激增致算力紧缺，AI资本支出难放缓
$GOOGL 现在拥有 9.5 亿 Gemini 月活用户，每分钟处理 220 亿 API 令牌(API Token)。 相比之下，2 月份仅为 7.5 亿。 几个月内新增 2 亿用户，增长荒谬惊人。这解释了为何他们算力耗尽，进而削减了对 $META 等公司的配额分配。 鉴于此，AI 资本支出(AI Capex)不太可能放缓。
英文原文
$GOOGL now has 950M monthly Gemini users and processes 22B API tokens/min. Compared to 750M back in February. Absurd growth adding 200 million more users in a few months. Kinda explains why they ran out of compute, then cut allocations to $META and others. Very unlikely AI capex will slow down given.
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GOOGL云业务超预期利好AI需求，支撑LITE等光网络板块。
$GOOGL 今日公布财报： 每股收益(EPS)：实际 $9.11 vs 预期 $2.91 - 散户对 EPS 大幅超预期的反应某种程度上只是会计噪音，因为 $SPCX、Anthropic 等可能是主要贡献者。 营收：实际 $1197 亿 vs 预期 $1169.8 亿 Google Cloud 营收：$247.7 亿，同比 +82%，vs 预期的 63-65% ($222-$226 亿) - 这是巨大的超预期，也是目前最重要的部分。 Cloud 营业利润：~$88.1 亿，暗示利润率 35.6%，vs Q1 的 32.9%。 资本支出(Capex)：$449.2 亿 vs ~$441.5 亿（基本符合预期）。 所以初步解读是 Google Cloud 增长加速且利润率扩张，这对 AI 需求确实是看多(bullish)信号。 他们此前 $180-$190 亿的资本支出指引已经非常庞大，只要我们在财报电话会 + 前瞻指引中看到围绕这些数字... 对于 $LITE 和其他光学/网络交易来说应该没问题了。（例如上次财报，他们说数据中心和网络将占资本支出的 ~40%）。 超大规模云厂商(Hyperscaler)的财报电话会记录可能是 AI 资本支出交易中最需要关注的。 那应该在 3 分钟后开始。
英文原文
$GOOGL reported earnings today: EPS: $9.11 actual vs $2.91 expected - retail reactions to EPS blowout is kinda just accounting noise, since $SPCX, Anthropic, and others were likely large contributors. Revenue: $119.7B actual vs. $116.98B expected Google Cloud Revenue: $24.77B +82% Y/Y, vs. 63-65% expected ($22.2-$22.6B) - this is a very large beat and most material part so far. Cloud Operating Income: ~$8.81B, implying 35.6% margin vs. 32.9% Q1. Capex: $44.92B vs ~$44.15B (basically in line). So initial read through is Google Cloud accelerating growth with expanding margins is genuinely bullish for AI demand. Their former $180-$190B capex guidance is already extremely large, and as long as we get around these numbers in the earnings call + forward projections... Should be good to go for $LITE and the other optics/networking trade. (eg. last earnings, they said DC and networking would be ~40% of capex spend). Hyperscaler earnings transcripts are probably the most important thing to pay attention to with the AI capex trade. And that should be in 3 minutes.
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英伟达披露持有Nebius 9.3%股份，提振市场情绪。
如果你好奇为什么 $NBIS 盘后上涨。 $NVDA 通过 SEC 文件披露其持有 Nebius 9.3% 的实益所有权。 这其实不算太新，因为追溯至英伟达现有的 119 万股持股加上约 21 万股的 20 亿美元预付费认股权证（Pre-funded Warrant）。 但英伟达作为 Neocloud 领导者的主要股东，对情绪面是大利好。
英文原文
If you’re curious why $NBIS is up after hours. $NVDA disclosed it owns 9.3% beneficial ownership of Nebius via SEC filings. Not exactly too new since it dates back to Nvidia’s existing share position of 1.19M shares + $2B prefunded warrant of ~21M shares. But great for sentiment having Nvidia be a large shareholder of the Neocloud leader.
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SKHY美股因ADR转换机制启动，套利将抹平20-50%溢价。
@chengchushow - SK海力士主要在韩国交易 - $SKHY 在美国上市，流通盘有限，约占流通股的2.5%（这被称为美国存托凭证(ADR)） - 尽管SK海力士是同一家公司，但两地股票独立交易。 - 由于供应有限但美国需求旺盛，SK海力士美股较韩国上市价格存在20-50%的溢价。 -> ADR允许在韩国股票和美国股票之间进行转换，转换将于29日开始 - 如果将22.5%的韩国供应转换为美国供应，那20-50%的溢价很可能会下降 例如：如果芒果供应有限，有人出价3美元买芒果。 你以1美元买入同样的芒果。你不断买入1美元的芒果并以3美元卖出，直到芒果价格趋同。这被称为套利(arbitrage)，也是交易员可能会做的。
英文原文
@chengchushow - Sk Hynix mainly traded in Korea - $SKHY lists in the US with limited shares, ~2.5% of the float (this is called ADR) - Even though SK Hynix are the same company, the shares trade independently. - Sk Hynix US traded at a 20-50% premium to SK Hynix Korean listing due to limited supply, but lot of US demand. -> ADRs allow for conversion between Korea Shares to US Shares, and conversion will start on the 29th - If you convert 22.5% of the Korean supply to the US, that 20-50% premium is likely to go down eg. If there's limited mangos, and someone pays $3 for mangos. You buy the same mango for $1. You keep buying those $1 mangos and selling for $3 until the mangos pricing converge. That's called arbitrage and what likely traders would do.
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SKHY 7月29日可转换，套利将压缩ADR溢价。
关注 $SKHY 相对于 SK 海力士韩国本土股票 25%+ 溢价的各位： 美国存托凭证(ADR) 与本土股票将于 7 月 29 日实现可转换。 这将为套利(arbitrage) 打开大门，很可能压缩 ADR 溢价。可能会提振韩国本土股价或压制美股股价。 目前 2.5% 为美国 ADR 股票，因此还有额外的 22.5% 可以转换。
英文原文
For anyone watching the 25%+ premium in $SKHY versus SK Hynix's Korean shares: The ADRs and local shares become convertible on July 29. Should open the door for arbitrage and likely compress the ADR premium. Maybe lifting Korean shares or pressuring US shares. 2.5% currently is the US ADR stock, so an additional 22.5% can be converted.
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光学股估值偏低，远期高增长与高毛利支撑重估，非泡沫。
@NullContex1s 如果 $AAOI 预测 2027 年 Q3 单季营收 14 亿美元（月均 4.71 亿美元），年化营收 56 亿美元（目标 GAAP 毛利率 40%+）。而它市值仅 80 亿……或者如果个人 $SIVE CW Win 产能预测的中位数阵列营收约 4 亿美元，毛利率 60%。而它市值仅 10 亿。仅应用较低的 20 倍远期市盈率，就可能使光学类股票大幅重估。即使是像 $LITE 这样的其他公司，未来两年订单也已完全售罄，拥有这种需求可见性……并非泡沫。欧洲人倾向于用滚动十二个月(TTM)估值，而光学类股票是 2027-2028 年的成长故事。
英文原文
@NullContex1s If $AAOI are projecting $1.4B a quarter q3 2027 ($471m/month), which is $5.6B revenue annualized, (targeting 40%+ gaap gross margins). And they’re a $8B MC… Or if personal $SIVE CW Win capacity projections are around ~$400m midpoint array revenue off 60% gross margins. And that’s a $1B MC. Just applying a low 20 fwd p/e might rerate optical names considerably. Even with other names like $LITE, they’re completely sold out for the next 2 years, and having that sort of demand visibility… Is not a bubble. Europeans tend to use TTM to value companies while optical names are 2027-2028 growth stories.
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AAOI自估27H2起月营收4.71亿，若800G需求大增或上调。
@waynexonline $AAOI 公司自身给出了从 2027 年下半年开始每月 4.71 亿美元的估算。如果 800G 共封装光学(CPO) 的需求全面大幅上调，这个数字可能会进一步增加。
英文原文
@waynexonline $AAOI themselves gave a $471m / month estimate starting H2 2027. If 800g gets revised up sharply across the board, that number might get hiked.
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看好IREN基本面，但因薪酬和融资问题暂不买入。
@LetsGoBflo17 事实上，在收购 Mirantis 后，我从基本面角度看好 $IREN。因为它将软件编排与其现有的安全 GW 容量相结合。但除非他们解决高管股权激励薪酬和融资机制问题，否则我个人不会入场。
英文原文
@LetsGoBflo17 I actually like $IREN fundamentally post Mirantis acquisition. Since it combines software orchestration with their existing secured GW capacity. But not hopping onboard personally unless they address executive stock based compensation and financing mechanics though.
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类比LITE历史涨幅，看好SIVE凭借CPO技术主导新瓶颈环节。
@CArgyres29810 我认为人们往往忘记，$LITE 凭借对电吸收调制器(EML)瓶颈环节的控制，在两年内估值从 30 亿美元飙升至 600 亿美元以上。这发生在高盛预测到 2028 年下半年总可寻址市场(TAM)将 9 倍扩张至约 1540 亿美元之前。$SIVE 有机会凭借 1.6T 和共封装光学(CPO)技术主导下一个连续波(CW)瓶颈环节。而它目前的市值仅为约 11 亿美元。
英文原文
@CArgyres29810 I think people tend to forget that $LITE went from a $3B valuation to $60B+ in 2 years time from owning the EML chokepoint. This was before the 9x TAM expansion to ~$154B per GS by H2 2028. $SIVE has the opportunity to dominate the next CW chokepoint with 1.6T and CPO. And it's sitting at ~$1.1B now.
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SIVE轻晶圆厂产能模型显示高毛利潜力，CW瓶颈加剧利好，看好其CPO地位及并购上行空间。
很多人对 $SIVE 通过轻晶圆厂模式（Win Semi 等）进行产能爬坡建模感到好奇： 假设使用 Win 10% 的晶圆产能作为低端配置（65% 良率假设，$50-$75 ASP）： Sivers 将支撑 $3.41 亿-$5.12 亿的年度阵列营收。鉴于管理层 50-60%+ 毛利率目标的上限，大致为： $2.05 亿-$3.07 亿的年度毛利润。 相对于 Sivers 当前约 $11 亿的市场资本化，若此产能情景在 2028 年实现，约为： 3.6–5.4 倍 市值/毛利润。 若按 15% 计算，毛利润为 $3.07 亿-$4.61 亿（2.4–3.6 倍 市值/毛利润）。 Sivers CEO 也回复称他们正在与更多晶圆厂合作以获取产能。从旧版演示文稿看，自 2024 年以来似乎有更多的资格认证。 因此，随着共封装光学(CPO) 的兴起，产能目标可能比此处陈述的更大。 我也预计未来季度营收管道预测将上调，因为更多合格供应商进入大规模量产(HVM)。 _ 至于需求端，连续波(CW) 激光器也非常瓶颈。 Lumentum 因 ER 财报电话会议中的外延面激光二极管(EML) 义务，正在公开市场购买 CW 激光器。 $AMD 正在签署长期协议(LTA) 以锁定 CW 产能（来自 Trendforce）。所以当 Sivers 与 $GFS, $JBL, Ayar, $POET, O-NET 等合作爬坡时... 鉴于当前的限制，任何上线的独立合格产能很可能被吸收。 锦上添花的是，摩根士丹利将 $SIVE (~$11 亿) 列为三大领先 CPO 激光器玩家之一。 与其近期笔记中 $550 亿+ 的 Coherent 和 Lumentum 并列，是有原因的... _ 总结：Sivers 仅需 Win 的低端配置，相对于当前估值即可产生可观的毛利润。 我认为最大的未建模营收上行空间在于美国纳斯达克上市后的 TAM 扩张与并购。 通过复制 Lumentum 与 Cloud Light 的剧本，构建整个收发器模块或光引擎。
英文原文
Lot of people were curious about $SIVE capacity volume ramp modeling through fab-light (Win Semi + others): Using 10% of Win's wafer capacity as a low-end allocation (65% yield assumption, $50-$75 ASP): Sivers would support $341-$512M worth of annual array revenue. Given upper end of managements 50-60%+ gross margin target, would be roughly: $205–307M of annual gross profit. Against Sivers current ~$1.1B MC, would be ~: 3.6–5.4× MC/gross profit if this capacity scenario plays out in 2028. And at 15% would be $307–461M in gross profit (2.4–3.6× MC/gross profit) Sivers CEO also replied that they're working with more fabs for capacity. And from an older deck, there looks to be more qualifications since 2024. So capacity targets might be larger than what's stated here as CPO takes off. I also expect to see revenue pipeline projections hiked in future quarters, as more qualification suppliers to into HVM. _ As for demand side, CW also happens to be very bottlenecked. Lumentum are buying CW off the open market due to EML obligations from their ER transcript. And $AMD are signing LTAs to secure CW capacity (from Trendforce). So when Sivers is ramping with $GFS, $JBL, Ayar, $POET, O-NET and others... Given the current constraints, it's highly likely any independent qualified capacity that comes online would be absorbed. And as a cherry on top, Morgan Stanley named $SIVE (~$1.1B) as one of the three leading CPO laser players . Alongside $55B+ players Coherent and Lumentum in their recent note for a reason... _ TLDR: Sivers only needs a low end allocation from Win to make substantial gross income relative to current valuations. I think the largest revenue upside that isn't modeled in if they TAM expansion with M&A after US NASDAQ listing. By copying the Lumentum playbook with Cloud Light to build out entire transceiver modules or with optical engines.
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博主认为AAOI和SIVE当前估值极高，通过营收与远期PE数据指出其价格荒谬。
@JClaydog 我个人认为目前 $AAOI 和 $SIVE 的估值极其荒谬。对于 AAOI，到明年年中，你的年化营收（可能更高）约为 56.2 亿美元，而市值已达 80 亿美元。对于 Sivers，我估计其基于 10% 的份额分配、65% 的良率以及 75 美元的平均售价(ASP)，2028 年的远期市盈率(P/E) 接近 5 倍。
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@JClaydog I personally think valuations are extremely stupid now on $AAOI and $SIVE. With AAOI you're doing $5.62B annualized revenue (probably higher), by midpoint next year. And it's a $8B MC. With Sivers, I would est. it's close to ~5 forward 2028 P/E off 10% win allocation, 65% yield, and $75 ASP.
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推测苹果为求自力更生将增加AI资本支出，超出市场预期。
@SVTrivo 关于 $AAPL 正在采购哪些公司，目前尚无泄露消息。无论如何，我猜测在经历了 $GOOGL 和 $META 与 OpenAI 的事件后，他们正试图变得更加自力更生。这将预示着人工智能资本支出(AI Capex)的增加，而市场绝对没有预期到像苹果这样的公司会有此举。
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@SVTrivo No leaks yet on what companies $AAPL is buying. Regardless, my guess is that they're trying to become more self-reliant after what happened with $GOOGL + $META and OpenAI. Which would signal AI capex hikes, which markets definitely aren't expecting from someone like Apple.
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猜测AI推理领域标的，指出苹果手握巨额现金。
@shopaholicdivas 也许是像 Sambanova 或其他推理(inference)公司之类的，这是我的猜测。 $AAPL 目前坐拥绝对的巨额现金储备(warchest)。
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@shopaholicdivas Maybe something like Sambanova or other inference companies is my guess. $AAPL is sitting on an absolute warchest right now.
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黄仁勋否认AI服务器延期，称Vera Rubin已量产。
$NVDA CEO 黄仁勋今日在东京表示：“报道不实。Vera Rubin 已投入生产。海量产能即将到位。”这是对AI服务器将延期指控的明确否认。黄仁勋似乎正在使用 Rubin 这一统称 https://t.co/I01aStOBKE
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$NVDA CEO, Jensen Huang in Tokyo today said: "The reports are not true. Vera Rubin is already in production. Giant amounts of production incoming" As a flat denial to the accusation that their AI servers would be delayed. Jensen appears to be using the Umbrella term for Rubin https://t.co/I01aStOBKE
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$AEHR 财报后大涨，2027 年指引强劲，积压订单充裕。
$AEHR 今天财报后大涨 +36.4%！ 2027 年指引：$1.3 亿-$1.5 亿（较 2026 年营收增长 160-200%）。认为有进一步上调指引的空间（假设无内存收入，或来自新基准测试 AI 客户的收入极少）。 Q4 订单：$6070 万，有效积压订单为 $1.006 亿。 - 领先的 AI https://t.co/1zG0VMTM57
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$AEHR back up +36.4% today off earnings! 2027 guide: $130-$150m (160-200% growth) from 2026 revenue. Sees opportunity to guide higher (assumes no memory revenue or little to none from newly benchmarked AI customer). Q4 bookings: $60.7M, effective backlog is $100.6M. - Lead AI https://t.co/1zG0VMTM57
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SIVE受算法忽视但获大行认可，博主看好其补涨潜力。
@talethdabm89 感觉算法交易经常忽略 $SIVE，尽管在 CPI 数据公布后 $LITE 和光学板块略有复苏。尤其是因为它在某个瑞典随机交易所交易，但偶尔也会补涨。话虽如此，它肯定已进入机构视野，特别是因为摩根士丹利 (MS) 昨天将其与 $LITE 和 $COHR 并列为三大领先共封装光学 (CPO) 激光器公司。只是在等待事态发展，股票不会每天都直线上涨。
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@talethdabm89 Feels like algos often miss $SIVE, after slight $LITE / optical sector recovery after CPI print. Especially bc it's trading on some random Swedish exchange, but catches up on random days. That being said it's definitely on institutional radar, especially since MS put it next to $LITE and $COHR as the three leading CPO laser companies yesterday. Just waiting for things to play out, stocks don't move in a straight line up every day.
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博主对IBM缺乏深入观点，但对其财报后单日暴跌24.3%表示惊讶。
@cragents 我对 $IBM 并没有太强烈的观点，因为我不太了解他们所有的收入来源。不过，看到它在财报(ER)后单日暴跌 24.3%，说实话至少是令人惊讶的。
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@cragents Don't really have any strong opinion on $IBM since don't know enough about all their revenue streams. Was surprising to say the least seeing it drop 24.3% in a day tho after ER.
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黄仁勋辟谣NVDA延迟传闻，称光互连进展符合计划。
所以黄仁勋本人亲自出面进行危机公关，以应对关于 $NVDA 延迟的报道： 1. 黄仁勋表示没有延迟： - 800V 和机架间光互连（rack-to-rack optical interconnects）进展完全符合原定计划，没有实质性延迟。 - 驳斥了关于 https://t.co/V2FF2QYc6O 的谣言
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So Jensen himself went out to do damage control with $NVDA delays reports apparently: 1. Jensen Huang said no delays: - 800V and rack-to-rack optical interconnects is progressing fully in line with the original plan with no material delay. - Debunked the rumor that the https://t.co/V2FF2QYc6O
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中际旭创称1.6T需求未缩，800G需求超预期增长。
中际旭创(Innolight)投资者关系会议纪要摘要： 1. “总体而言，1.6T市场需求并未萎缩；相反，800G需求较此前预期显著增加” 整体最重要的收获是800G需求的修正（以及更长的尾部需求）。
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TLDR of Innolight investor relations takeaways: 1. "Overall, 1.6T market demand has not contracted; instead, 800G demand has increased significantly compared with previous expectations" Prob most important takeaway as a whole was 800G demand revision (also longer tail demand).
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博主讽刺英特尔前景黯淡，暗示十年后持有者难有回报。
@bottleneckceo 十年后，飞天面条怪物将从天而降，用肉丸祝福每一位 $INTC 持有者。谁能证明我错了？
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@bottleneckceo 10 years from now, the flying spaghetti monster will descend from the heavens and bless every $INTC holder with a meatball. Can someone prove me wrong?
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博主戏称AMD因员工意外导致GPU计划重大延误。
@softmaxedx 我在 $AMD 的朋友绊了一跤，不得不居家休养几个小时。因此，我们很可能会看到 AMD 整个 GPU 计划出现重大延误。
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@softmaxedx My friend at $AMD tripped on a rock and had to spend a few hours at home. So we’ll likely see a major delay at AMD’s entire GPU program.
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博主看好SIVE美股上市，认为解决了散户在瑞典交易所的交易门槛问题。
@2147gp 是的，我对 $SIVE 的美国上市感到非常兴奋。大多数人无法在小型瑞典交易所访问它。
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@2147gp Yep I'm very excited for the $SIVE US listing. Majority of people can't access it on small Swedish exchanges.
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SKHYV暴涨16%跌破正股价格，博主关注韩国正股周一反应。
SK海力士现在交易价格低于 $SKHYV！ 它现在已经疯狂上涨了16%。 我想知道周一韩国的SK海力士会作何反应。 https://t.co/Mmqdu0poVY
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Sk Hynix is now trading under $SKHYV! It's now up an insane 16%. I wonder how Sk Hynix over in Korea is going to react on Monday. https://t.co/Mmqdu0poVY