· 供应链分析

SIVE 正在对接 AAPL

涉及标的:

中文翻译

@ashmyro 我已经知道 $SIVE 是下一个很可能的 $AAPL 供应商,这很重要。 我自己最关注的是它们给 AI 数据中心供货的 DFB 激光,因为那会是它们未来的核心营收驱动力。

英文原文

@ashmyro I'm already aware $SIVE is the next likely $AAPL supplier, which is huge. I've been focusing on their DFB lasers going to AI datacenters the most personally, since that's their core revenue drivers in the future.

在 X 上查看原推 ↗