中文翻译
哇，我漏掉了这个。 这大概就是 $POET 盘前涨 20.2% 的原因，它验证了“远超采购订单”的说法，再叠加和 $MRVL 的供应商关系。 这也会实质性传导到 $SIVE 的激光产量上。 我个人觉得市场两边都还没有完全计价进去。
· 个股论点
POET 盘前大涨
英文原文
Oh wow, I missed this. That's probably why $POET is up 20.2% pre-market confirming "far in excess" of purchase orders on top of $MRVL supplier relationships. That translates materially to $SIVE laser production as well. Markets haven't fully priced in either yet imo.