新股神Serenity：SIVE绑定Ayar，受益全球AI机架光互连浪潮
Odaily星球日报讯 被称作 “新股神” 的 Serenity 近日点评重仓标的 SIVE。Ayar Labs 与纬颖（Wiwynn）今日官宣合作，此举或将深刻影响 Sivers Semiconductors（SIVE）推动 CPO 共封装光学技术向机架级落地的进程。
纬颖服务亚马逊、Meta、微软等头部云厂商，同时也在和谷歌洽谈 TPU 相关部署。按照参考架构，单台机架需搭载 512 颗以上超新星光源。若 SIVE 顺利成为主力激光阵列供应商，即便只是中等规模的机架部署，也将为公司带来可观营收增量。
Serenity 坦言，目前三方机架级商业化布局尚处早期，相关业绩暂未体现在财报中，但这次合作已为 CPO 规模化应用打通关键链路，是供应链端释放的积极信号，值得市场持续跟踪。
SIVE 目前于瑞典斯德哥尔摩纳斯达克上市，公司正评估赴美纳斯达克双重上市的计划，暂未登陆美国主板。该股上一交易日大跌 15.49%，对此 Serenity 表示，光学 AI 板块及 SIVE 的回调只是上涨途中的正常波动，自身仍在持续加仓。
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
Related Flash News
Analyst: Bitcoin's market cap has dropped to about $1.09 trillion, falling out of the global top ten
Microsoft will launch a brand-new code model next week
"New Stock God" Serenity Comments on Core Heavyweight Stock SIVE: Commercialization potential is still in its early stages and deserves continued market attention
Several crypto companies are expected to be included in the Russell Index, with Bitmine and Galaxy possibly entering the Russell 1000
Analysis: SpaceX's IPO may expand Nasdaq BTC exposure, but may be a short-term bearish factor for tech stocks and the siphoning of Bitcoin funds
AI Aunt: The era of AI computing power subsidies is over, and the high consumption of intelligent agents may force industry asset write-downs
The three major U.S. stock indexes opened lower, with the Dow down 0.27%.
Anthropic may lease computing power resources from Microsoft's self-developed AI chips
Most crypto sectors rose before the US stock market opened, with Circle (CRCL) up over 1%
KuCoin has adjusted the funding rate interval for MSFTUSDT perpetual contracts
Trending crypto
