「新股神」Serenity对SIVE一往情深：第191次喊单称其为最具吸引力CPO概念股
BlockBeats 消息，5 月 26 日，新晋「小盘科技股神」Serenity 于社交媒体发文表示，「SIVE 对我来说是最具吸引力的 CPO（共封装光学）概念股。即使它波动很大。你可能要等到未来几年光子技术出现下一次架构级变革时，才会再看到类似机会。在核心激光器供应商里，其他公司市值基本都已经达到数百亿美元。而 SIVE 作为 CPO 激光器领域的核心『卡脖子』环节之一，目前市值却只有 23 亿美元。
财报通常只是对那些早已出现的产能爬坡信号的确认，而且市场里的大部分收益，通常是在『官方确认之前』赚到的，而不是确认之后——这是投资里一个很常见的规律。」
BlockBeats 注：Serenity 系 Reddit 论坛 WallStreetBets（WSB）板块颇具影响力的资深交易员，本年度累计投资收益率逾 38 倍。其核心研究成果均坚持免费公开，研究框架聚焦于英伟达 AI 芯片产业链中的关键配套环节，通过深入梳理芯片制造与封装过程中不可或缺的「螺丝钉」型组件，精准识别供应链中的关键瓶颈点（Chokepoint），并据此挖掘具备稀缺性与议价能力的上游标的进行布局。SIVE（Sivers Semiconductors）是 Serenity 提及次数最多的个股，此前已喊单 190 次。其在 2026 年 3 月 16 日首次公开喊单后至今已暴涨 19.6 倍。
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