中文翻译
@afasano23 摩根士丹利在3天前的研报中将 $SIVE 与 $LITE 和 $COHR 并列为三大核心共封装光学(CPO)激光器玩家。富达研究、摩根大通等机构已开始积极建仓。他们最近以57瑞典克朗的价格完成了一轮超额认购的机构融资。这一切都发生在美国纳斯达克上市之前。我个人认为，目前相对于远期收入存在短期流动性错配，我确信机构正在利用这一点。
· 供应链分析
摩根士丹利将SIVE列为CPO核心玩家，机构正利用其上市前的流动性错配。
相关概念： CPO 共封装光学
英文原文
@afasano23 Morgan Stanley listed $SIVE as the three core CPO laser players alongside $LITE and $COHR in their note 3 days ago. Fidelity Research, JP Morgan and others have started to take active positions. They recently raised an oversubscribed institutional round at 57 SEK. This is all ahead of US NASDAQ listing. I personally see short term liquidity disconnects relative to forward revenue around now and I'm sure institutions are capitalizing on it.