中文翻译
@HealytheGOATT 股价大幅下跌主要是因为 Bootstrap Europe 从 7 月 3 日到 8 月 18 日左右完成期间,将其持有的 7% 流通股在瑞典市场抛售。与此同时,AI 板块整体下跌、共封装光学(CPO) 延迟的误报以及做空者的时机选择也加剧了跌势。两周前剩余的 165.9 万份认股权证(warrants) 似乎也在市场强势时被抛售。这种抛压(overhang) 已基本耗尽,因此我认为 $SIVE 在出现催化剂(如财报)后将恢复正常。
· 个股论点
涉及标的: $SIVE
相关概念: CPO 共封装光学
@HealytheGOATT 股价大幅下跌主要是因为 Bootstrap Europe 从 7 月 3 日到 8 月 18 日左右完成期间,将其持有的 7% 流通股在瑞典市场抛售。与此同时,AI 板块整体下跌、共封装光学(CPO) 延迟的误报以及做空者的时机选择也加剧了跌势。两周前剩余的 165.9 万份认股权证(warrants) 似乎也在市场强势时被抛售。这种抛压(overhang) 已基本耗尽,因此我认为 $SIVE 在出现催化剂(如财报)后将恢复正常。
@HealytheGOATT Price took a hit largely due to Boostrap Europe converting 7% of shares outstanding and selling that into the Swedish market from ~July 3rd to maybe ~August 18th completion. That happened alongside the overall AI sector drop + incorrect reports of CPO delays + short sellers with timing. There was the final 1.659M in warrants from 2 weeks ago, and looks like it got sold into market strength. That overhang is largely exhausted, so I think $SIVE will go back to normal after a catalyst (like earnings).