CIG
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Serenity @aleabitoreddit
专注 AI 光通信与半导体供应链研究，擅长从产业链与公司基本面寻找高赔率机会。长期跟踪 CPO 与光模块产业链，持续输出 SIVE、AAOI、LITE、POET 等标的的深度观点。
结论速览
CIG 观点中性（看多 0 · 看空 0）
因连续波激光器供应协议和囤积计划提供市场洞察，但基本面不明。
最近发言：2026/09/08 06:17 · 无信心分
8-10 分观点使用大徽标▲ 看多▼ 看空● 提及
历史观点（1 条，最新在上）
- English · 原文I use CIG for read through on Western markets, since they disclosed 5 CW laser supply agreements. But I remember likely $MSFT and $CSCO were optical customers. Some of the more interesting companies were Nanjing Casela / 南京镭芯光电 (private) and Suzhou Dingxin / 苏州鼎芯光电 (private, but has a public parent via Yongding) for their potential CW laser sources. But even after that, their filings showed they plan to stockpile CW lasers for next few years to avoid future bottlenecks. I don't know enough about Cambridge fundamentals to comment on how well they might perform in the future.中文 · 翻译原推为中文，无需翻译
在其他光模块产业链标的上也有持续观点
CIG 之外，以下标的同样收录于其观点库：