· 供应链分析
涉及标的： $AMD$GFS$JBL$MRVL$RPI$SIVE
我真的笑了。这大概是我目前见过最搞笑的标题了，自从 $RPI 那次之后。 你会看到瑞典那些不懂技术的记者，对半导体 / 光子学一窍不通。 他们在分析 $SIVE，还告诉所有本地人（大多数持股者）赶紧卖掉，因为它只是个“meme”。 他们不懂围绕即将到来的 $JBL 1.6T 或 $MRVL CPO 放量的超大规模云厂商认证周期吗？ 也不懂它刚刚被验证为 $GFS 生态里的激光供应商，而且 $AMD 正在推动新的 CPO 需求吗？ > 一定是 meme。只能按 2025 年 TTM 资产负债表和旧营收预测来估值，对吧？ 至少这种波动有助于在明年 CPO / 1.6T 关键拐点之前，把控制权转给美国投资者 / 机构。
I'm genuinely laughing. This is gotta be the funniest headline I've seen to date since $RPI. You have non-technical journalists in Sweden, with no understanding of semiconductors/photonics. Doing an analysis on $SIVE and telling all the locals (who hold majority) to sell, because it's a "meme". Don't understand hyperscaler qualification cycles from upcoming $JBL 1.6T or $MRVL CPO ramp? Or the fact they just got validated as the laser supplier in $GFS ecosystem with $AMD driving new CPO demand? > Must be a meme. It's only possible to value a company based on TTM 2025 balance sheets and old revenue projections right? At least this volatility helps transfer control over to US investors/institutions before CPO/1.6T inflection point next year.