· 个股论点

看好SIVE获新资质或联合开发机会,因行业正积极寻求合作。

涉及标的:

中文翻译

@adiradir734145 我认为市场只需让主厨 $SIVE 继续烹饪。从其他财报来看,大家似乎都在积极接触 $MTSI 或 $AAOI 等厂商以达成协议。因此,Sivers 获得新资质或联合开发的机会似乎相当高。

英文原文

@adiradir734145 I think markets just need to let the masterchef $SIVE cook. From other earnings, everyone seems to be going out and approaching players like $MTSI or $AAOI for agreements. So, seems like there's a decently high chance Sivers gets some new qualifications or co-developments.

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