中文翻译
$SIVE 的业绩结果其实不重要，我看不出财务上有什么风险，最多就是媒体平常爱制造恐慌。 像我以前对 $AAOI / $AEHR 一样，现在主要该看的指标是 2027 年以后的激光量产。 如果有 Win Semi 产能锁定，那就会很利好。 或者如果 Ayar、Jabil 和其他客户出现量产，那也是利好。 任何关于新增 hyperscaler 供应商的备注，都会是利好。
· 方法论
说 SIVE 业绩的关键在量产和客户进展
涉及标的： $SIVE$AAOI$AEHR$Win Semi$Ayar$Jabil
英文原文
$SIVE earning results don't matter, I don't see risks in financials other than your usual media trying to cause panic. Main indicators to look at like I've done before with $AAOI / $AEHR. Are around laser volume production going forward in 2027. Maybe anything around Win Semi capacity lock would be bullish. Or Ayar, Jabil, and other customer volume production. Any added note around new hyperscaler suppliers would be bullish.