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← @artinmemes

$MTSI

BULLISH2026-05-29
Price around the call
↑ 2026-05-29
By horizon✓ hit+0.5%
1d
✓ +7.9%
5d
✓ +4.8%
21d
✓ +0.5%
Original post
美股OK哥 · 2026-05-29

发现白毛女老师 Serenity @aleabitoreddit 3月17就发过相信光板块的名单,覆盖全球非常详细,包括最近推的 $SIVE 推荐一下,硅光子CPO瓶颈上市公司代码: 光源(CW DFB 激光器):$SIVE、Sumitomo、$LITE、$COHR、$AVGO、$MTSI、$AAOI 硅光子代工厂:$TSEM、$GFS、$UMC、$TSM、$INTC 数字相干光学:$NOK、$CIEN、$CSCO、$COHR 微透镜 + 光纤阵列:$HIMX、FOCI(3363.TWO) 光学中介层:$POET 衬底材料:$SOI、$AXTI、Shin-Etsu 光学封装与组装:$FN、$ASX、Innolight、Eoptolink 模拟/混合信号 IC:$MTSI、$SMTC、$MRVL、$MXL 投机性调制器材料:$LWLG 连接器与光纤:$GLW、$APH、$TEL、$FIT、Fujikura 测试与测量:$FORM、$KEYS、$VIAV、$AEHR 先进封装与混合键合:$BESI、$SMHN、$ONTO、$CAMT

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