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Serenity回应SIVE等光学AI股回调：仅是上涨过程中小波动，仍坚定加仓中
BlockBeats 消息，5 月 27 日，针对今日开盘后多数光学 AI 股回调，SIVE 大跌超 10%，「新股神」Serenity 表示「今日并无明显利空消息，上涨过程中往往波动很大。」消息面上，AAOI 受潜在 6 亿美元 ATM 发行限制短期上行，SIVE 可能受益于下周欧盟芯片法案讨论及 MSCI/NASDAQ OMX 资金流入。
Serenity 强调个人一直以来都在加仓，鉴于未来两年整体 TAM 的扩张，对光子学主题（尤其是 CPO）有很高的信心。
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