MXLMaxLinear

历史观点（2 条，最新在上）

1. 2026/06/24 06:52提及跳转 X 原文 →
   English · 原文

   OpenLight (private) seems to get bigger and bigger every time I look at it. If you’re curious about their public ecosystem outside of Advantest: $JBL ( $SIVE partner ) for scaling PICs $MRVL and $MXL for DSPs $TSEM for the foundry. $300394.SZ / TFC Optical (OSAT/subassembly) Can often get exposure into private growth through public equities if you’re not an accredited investor. Since optical players look very interconnected.

   中文 · 翻译

   每次看OpenLight（未上市），感觉它规模越来越大了。 如果你好奇他们在Advantest之外的公开生态系统： $JBL（$SIVE的合作伙伴）负责扩大PIC规模 $MRVL和$MXL负责DSP $TSEM负责晶圆代工。 $300394.SZ / TFC Optical（封测/组件组装） 如果你不是合格投资者，往往能通过公开股票间接参与未上市公司的成长。 毕竟光学玩家之间的关联度非常高。
2. 2026/06/19 13:01提及跳转 X 原文 →
   English · 原文

   Sometimes, I just like sharing ideas to see how it does in markets or if others find it interesting! $MXL, for example, I called out right literally right before that tripled for example, but didn't take positions. I'm basically fully allocated for this year, so if I do add a new name, I have to change weights around. I do change positions a lot, just due to different bottlenecks / architecture changes or macro, especially earlier in the year during wartime. But I think a lot of my names are just waiting to play out, especially with CPO.

   中文 · 翻译

   有时候，我就是喜欢分享想法，看看它们在市场上表现如何，或者别人会不会觉得有趣！ 比如 $MXL，我几乎是在它翻三倍之前就喊出来了，但我自己没建仓。 今年我基本上已经满仓了，所以如果要加一个新标的，就得调整其他仓位的权重。 我确实经常换仓，主要是受不同的瓶颈 / 架构变化或宏观因素影响，尤其是年初战时那会儿。 不过，我觉得我的很多持仓都还在等剧情展开，尤其是有 CPO 相关的。