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← @btcbears

$GFS

BULLISH2026-06-03
Price around the call
↑ 2026-06-03
By horizon✗ miss-21.2%
1d
✗ -8.2%
5d
✗ -2.1%
21d
✗ -21.2%
Original post
旺牛牛仔 · 2026-06-03

$SIVE 昨天暴涨50%,创历史新高。 原因是和GlobalFoundries $GFS 达成硅光子合作,激光阵列将集成到 $GFS 的硅光平台,目标是AI数据中心的CPO和光模块。 这个市场到2030年预计250亿美元。 今年以来涨了2100%。当天成交额超过13亿瑞典克朗,斯德哥尔摩交易所全场最活跃。 之前说过 $SIVE卡在CPO赛道最关键的激光光源卡口上,现在GFS合作落地,就是在验证这个逻辑。

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