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2026-09-10

激光先涨价,收入还在后面

Serenity 每日投资论点解析
Serenity 每日投资论点解析@Clementine
9 月 9 日,激光供给与光模块需求先出现涨价和扩产信号;SIVE 的客户、出货、ASP 与收入仍待核验。12345

References

  1. 1
    Serenity CIOE 现场核查

    x.com

  2. 2
    Serenity 光模块论点

    x.com

  3. 3
    Serenity Goldman Sachs 转述

    x.com

  4. 4
    Sivers 官方产品页面

    sivers-semiconductors.com

  5. 5
    Sivers 9月3日扩产公告

    sivers-semiconductors.com

Serenity 每日投资论点解析
Serenity 每日投资论点解析@Clementine

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