中文翻译
$SIVE 处于高盛所说的具有显著每股收益(EPS)上行空间的激光瓶颈环节。 但它们仍未被机构发现，尽管它们可能与 $AMD 共封装光学(CPO)、$MRVL CPO、JBL 1.6T、Lightmatter、Ayar、$POET 等公司有关联。 Ayar 被提及了，但奇怪的是他们没有找到它们的上游激光供应商。
· 供应链分析
SIVE 是激光瓶颈供应商，可能供货多家CPO厂商却未被机构发掘。
英文原文
$SIVE is in the laser chokepoint that Goldman says has significant EPS upside. But they're undiscovered to institutions still, despite their likely mapping to $AMD CPO, $MRVL CPO, $JBL 1.6T, Lightmatter, Ayar, $POET, and others. Ayar got mentioned though, but strange they didn't find their upstream laser supplier.