{"id":10316809,"date":"2026-06-27T04:31:15","date_gmt":"2026-06-26T20:31:15","guid":{"rendered":"https:\/\/twkeypoint.com\/?p=10316809"},"modified":"2026-06-27T04:31:15","modified_gmt":"2026-06-26T20:31:15","slug":"%e5%8f%b0%e7%81%a3%e6%96%b0%e8%81%9e%e9%80%9a%e8%a8%8a%e7%a4%be-%e9%80%a2%e4%bd%8e%e9%80%b2%e5%a0%b4%e5%a5%bd%e6%99%82%e6%a9%9f%ef%bc%9f%e7%99%bd%e6%af%9b%e8%82%a1%e7%a5%9e%e9%bb%9e%e5%90%8d-2","status":"publish","type":"post","link":"https:\/\/twkeypoint.com\/index.php\/2026\/06\/27\/%e5%8f%b0%e7%81%a3%e6%96%b0%e8%81%9e%e9%80%9a%e8%a8%8a%e7%a4%be-%e9%80%a2%e4%bd%8e%e9%80%b2%e5%a0%b4%e5%a5%bd%e6%99%82%e6%a9%9f%ef%bc%9f%e7%99%bd%e6%af%9b%e8%82%a1%e7%a5%9e%e9%bb%9e%e5%90%8d-2\/","title":{"rendered":"\u53f0\u7063\u65b0\u805e\u901a\u8a0a\u793e-\u9022\u4f4e\u9032\u5834\u597d\u6642\u6a5f\uff1f\u767d\u6bdb\u80a1\u795e\u9ede\u540d\u300c2\u6a94\u300d\u77fd\u5149\u5b50\u80a1\uff1a\u671f\u5f85\u696d\u7e3e\u514c\u73fe"},"content":{"rendered":"\n
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\n<\/p>\n\n\n

\n<\/p>\n\n\n

\n\n\n<\/a>\n<\/p>\n\n\n

\n<\/p>\n\n\n

\n<\/p>\n\n\n

\n\u5c0e\u89bd\u76ee\u9304\uff1a \u96f7\u5c04\u4f9b\u7d66\u74f6\u9838\uff01\u96f2\u7aef\u4f9b\u61c9\u93c8\u722d\u7522\u80fd\u3000Sivers\u4eca\u5e74\u80a1\u50f9\u72c2\u98c61700% \u5782\u76f4\u6574\u5408\u4e0a\u4e0b\u6e38\uff01\u7965\u8302\u5149\u96fb\u6216\u62ffAMD\u5927\u55ae<\/p>\n\n\n

\n\u5168\u7403\u79d1\u6280\u80a1\u8fd1\u4f86\u906d\u9047\u4fee\u6b63\u6d77\u562f\uff0c\u77fd\u5149\u5b50\u6982\u5ff5\u80a1Sivers Semicounductors\uff08SIVE\uff09\u8207\u7965\u8302\u5149\u96fb\uff08AAOI\uff09\u9023\u5e36\u53d7\u5275\u6158\u91cd\u3002\u4e0d\u904e\uff0c\u300c\u767d\u6bdb\u80a1\u795e\u300dSerenity\u8a8d\u70ba\uff0c\u80a1\u50f9\u4e0b\u632b\u5176\u5be6\u6b63\u662f\u9022\u4f4e\u8cb7\u9032\u9019\u5169\u6a94\u500b\u80a1\u7684\u597d\u6642\u6a5f\uff0c\u4e26\u5f37\u8abf\u4ed6\u300c\u6bd4\u4ee5\u5f80\u4efb\u4f55\u6642\u5019\u9084\u8981\u770b\u591a\u300d\uff08more bullish than ever\uff09\u3002<\/p>\n\n\n

\n\u96f7\u5c04\u4f9b\u7d66\u74f6\u9838\uff01\u96f2\u7aef\u4f9b\u61c9\u93c8\u722d\u7522\u80fd\u3000Sivers\u4eca\u5e74\u80a1\u50f9\u72c2\u98c61700%<\/p>\n\n\n

\nSerenity\u9031\u56db\uff0826\u65e5\uff09\u5728X\u5e73\u53f0\u767c\u6587\uff0c\u5f62\u5bb9Sivers\u70ba\u77fd\u5149\u5b50\u7522\u696d\u93c8\u7576\u4e2d\u7684\u96f7\u5c04\u4f9b\u7d66\u74f6\u9838\u3002\u4ed6\u9ede\u51faSivers\u5df2\u6253\u5165\u8f1d\u9054\uff08Nvidia\uff09\u7684NVLink\u4f9b\u61c9\u93c8\uff0c\u70baAyar Labs\u63d0\u4f9bCPO\uff08\u5171\u5c01\u88dd\u5149\u5b78\u6a21\u7d44\uff09\u7684\u5782\u76f4\u64f4\u5c55\u3002\u540c\u6642\u5149\u5b78\u6676\u7247\u5927\u5ee0POET\u7684CPO\u6c34\u5e73\u64f4\u5c55\u3001\u6676\u5713\u4ee3\u5de5\u5927\u5ee0\u683c\u7f85\u65b9\u5fb7\uff08GlobalFoundries\uff09\u7684\u57fa\u6e96\u96f7\u5c04\u5668\u3001\u96fb\u5b50\u88fd\u9020\u5927\u5ee0\u6377\u666e\uff08Jabil\uff09\u76841.6T PO\uff08\u96a8\u63d2\u5373\u7528\u5149\u5b78\u6a21\u7d44\uff09\uff0c\u4ee5\u53caO-Net\u7684ELS\uff08\u5916\u90e8\u5149\u6e90\uff09\uff0c\u540c\u6a23\u7531Sivers\u53d6\u5f97\u8a02\u55ae\u3002\u96a8\u8457\u8d85\u5927\u96f2\u7aef\u696d\u8005\u7684\u4f9b\u61c9\u5ee0\u5546\u722d\u6436\u7522\u80fd\uff0cSivers\u7684\u5e02\u503c\u5982\u4eca\u5df2\u905419\u5104\u7f8e\u5143\uff0c\u6bdb\u5229\u7387\u7d0460%\u3002<\/p>\n\n\n

\nSivers\u53d7\u60e0\u65bcAI\u57fa\u5efa\u71b1\u6f6e\u7684\u8cc7\u91d1\u8ffd\u6367\uff0c\u4eca\u5e74\u4ee5\u4f86\u80a1\u50f9\u98db\u885d1700%\uff0c\u4f46\u8fd1\u671f\u4e5f\u6210\u70ba\u7a7a\u982d\u72d9\u64ca\u76ee\u6a19\u3002\u8cc7\u7522\u7ba1\u7406\u516c\u53f8Nordnet\u63f4\u5f15\u8cc7\u6599\uff0c\u6307\u51faSivers\u5982\u4eca\u9ad8\u905417%\u53ef\u6d41\u901a\u80a1\u7968\u88ab\u51fa\u501f\u505a\u7a7a\uff0c\u8f033\u6708\u76841.6%\u6bd4\u4f8b\u5927\u5e45\u4e0a\u5347\u3002Nordnet\u8b66\u544a\uff0c\u300c\u9019\u88e1\u5b58\u5728\u5927\u91cf\u6295\u6a5f\u884c\u70ba\u300d\uff0c\u4e00\u65e6\u5e02\u5834\u60c5\u7dd2\u8f49\u63db\uff0c\u9019\u6a94\u9ad8\u6ce2\u52d5\u7684\u745e\u5178\u5c0f\u578b\u534a\u5c0e\u9ad4\u80a1\uff0c\u6050\u88ab\u8a31\u591a\u6295\u8cc7\u4eba\u8fc5\u901f\u7372\u5229\u4e86\u7d50\u3002\u4e0d\u904e\uff0cSerenity\u5c0d\u524d\u8ff0\u89c0\u9ede\u55e4\u4e4b\u4ee5\u9f3b\uff0c\u8a8d\u70ba\u9019\u6ce2\u80a1\u4efd\u64f4\u5f35\uff0c\u5be6\u70baSivers\u6e96\u5099\u90a3\u65af\u9054\u514b\u4e0a\u5e02\u6240\u4f5c\u7684\u6d6e\u7c4c\u5b89\u6392\u8207\u4f75\u8cfc\u6388\u6b0a\uff0c\u4e26\u975e\u57fa\u672c\u9762\u60e1\u5316\uff0c1.4\u5104\u7f8e\u5143\u898f\u6a21\u7684\u53ef\u8f49\u63db\u8b49\u5238\u5c0d\u7f8e\u570b\u6295\u8cc7\u4eba\u4e5f\u50c5\u662f\u300c\u4e5d\u725b\u4e00\u6bdb\u300d\u3002<\/p>\n\n\n

\n\u5782\u76f4\u6574\u5408\u4e0a\u4e0b\u6e38\uff01\u7965\u8302\u5149\u96fb\u6216\u62ffAMD\u5927\u55ae<\/p>\n\n\n

\nSerenity\u7dca\u63a5\u8457\u9ede\u540d\u7965\u8302\u5149\u96fb\u3002\u4ed6\u4ecb\u7d39\u9019\u662f\u4e00\u5bb6\u5177\u5099\u7aef\u5c0d\u7aef\u300c\u96f7\u5c04\/\u8a2d\u8a08\/\u7d44\u88dd\u300d\u80fd\u529b\u7684\u7f8e\u570b\u5ee0\u5546\uff0c\u5e02\u503c\u7d04100\u5104\u7f8e\u5143\uff0c\u9810\u8a082027\u5e74\u4e2d\u6bcf\u6708\u71df\u6536\u53ef\u90544.71\u5104\u7f8e\u5143\u3002\u4ed6\u5f37\u8abf\u7965\u8302\u6b63\u8207\u8d85\u5fae\uff08AMD\uff09\u6d3d\u8ac7\u9577\u671f\u4f9b\u8ca8\u5354\u8b70\uff0c\u4e14\u7d93\u7531\u5e02\u50f9\u589e\u767c\u7d2f\u8a08\u878d\u8cc714\u5104\u7f8e\u5143\uff0c\u73fe\u91d1\u5132\u5099\u5145\u6c9b\u3002<\/p>\n\n\n

\nSerenity\u8a8d\u70ba\uff0c\u7576\u524d\u5c31\u5982\u540c\u53bb\u5e74AI\u57fa\u5efa\u5546Nebius\u5f37\u52e2\u53cd\u5f48\u7684\u524d\u5915\u3002\u7576\u6642Nebius\u5373\u4f7f\u62cb\u51fa\u5e74\u5ea6\u7d93\u5e38\u6027\u6536\u516570\u5104\u81f390\u5104\u7f8e\u5143\u7684\u9810\u671f\uff0c\u80a1\u50f9\u4f9d\u7136\u88ab\u4e0b\u6bba\u81f370\u7f8e\u5143\uff0c\u4f46\u96a8\u8457\u696d\u7e3e\u514c\u73fe\uff0c\u80a1\u50f9\u53c8\u4e00\u8def\u722c\u56de250\u7f8e\u5143\u3002\u4ed6\u7a31\u77fd\u5149\u5b50\u677f\u584a\u672c\u5c31\u6ce2\u52d5\u5287\u70c8\uff0c\u73fe\u5728\u53ea\u9700\u7b49\u5f85\u5169\u5bb6\u516c\u53f8\u653e\u91cf\u751f\u7522\u3001\u514c\u73fe\u9810\u671f\u3002<\/p>\n\n\n

\noh i think u misunderstand… I’m actually more bullish than ever as prices go down. $SIVE at ~$1.9B MC you have:- $GFS reference laser- laser for Ayar and others in $NVDA NVLink ecosystem for CPO scale up- $POET and others for CPO scale out- $JBL and others for 1.6T+\u2026 https:\/\/t.co\/pLs3LlVC2q\u2014 Serenity (@aleabitoreddit) June 25, 2026<\/p>\n\n\n

\n\u4e09\u7acb\u65b0\u805e\u7db2\u63d0\u9192\u60a8\uff1a<\/p>\n\n\n

\n\u5167\u5bb9\u50c5\u4f9b\u53c3\u8003\uff0c\u6295\u8cc7\u4eba\u65bc\u6c7a\u7b56\u6642\u61c9\u5be9\u614e\u8a55\u4f30\u98a8\u96aa\uff0c\u4e26\u5c31\u6295\u8cc7\u7d50\u679c\u81ea\u884c\u8ca0\u8cac\u3002\u6295\u8cc7\u4e00\u5b9a\u6709\u98a8\u96aa\uff0c\u57fa\u91d1\u6295\u8cc7\u6709\u8cfa\u6709\u8ce0\uff0c\u7533\u8cfc\u524d\u61c9\u8a73\u95b1\u516c\u958b\u8aaa\u660e\u66f8\u3002<\/p>\n\n\n

\n<\/p>\n\n\n

\n2026\/06\/27 04:31<\/p>\n\n\n

\n\u8f49\u8f09\u81ea\u4e09\u7acb\u65b0\u805e\u7db2: https:\/\/www.setn.com\/\/News.aspx?NewsID=1862956&utm_campaign=viewallnews<\/p>\n\n<\/div>\n\n\n

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\u6700\u65b0\u6587\u7ae0<\/span><\/h2><\/div><\/div><\/div>

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