Serenity（白毛股神）@aleabitoreddit发帖2026-07-13

摩根士丹利的报告验证了先前的研究，强调了CPO的关键参与者，并特别指出$SIVE作为利基市场的全球领导者，在激光供应链中的关键作用。

摩根士丹利的报告验证了先前的研究，强调了CPO的关键参与者，并特别指出$SIVE作为利基市场的全球领导者，在激光供应链中的关键作用。

“Morgan Stanley note on CPO today. Key participants include: - $SIVE, $COHR, and $LITE in laser supply - Broadcom and Nvidia in switch platforms - Lightmatter, Ayar Labs, Marvell/Celestial, and POET in optical engines and photonics, - $TSM, $GFS, and $TSEM in silicon photonics foundry capacity I’ve covered all of these before, like Tower Semi. But I’m especially happy that Morgan Stanley validated my research that $SIVE is one of the critical global players in CPO. A small $1.5B laser company next to your two leading $60B+ companies… If you also synthesize Rosenblatt Securities recent note that China laser suppliers were quite far from having CPO lasers. This kinda magnifies importance of the three Western leaders of that laser chokepoint.”