$JBL literally announced in their fireside chat… Mass production of their 1.6T LRO with excessive demand in 3-10 months.
状态日期：2026-05-27
Serenity观点
看多
推文立场
价格动量
看多
60D / 252D
信号分数
54
新增排序
24h 提及
0
短线新增
7日新闻
0
低
收入同比
99.4%
改善
概览
作者立场：看多；价格动量：看多。最新证据：So took positions into $AEVA which is 4D LiDAR. Looks like the clearest functional midstream bottleneck exposure to the trend 暂无 AI 结论。
近 7 天有 0 条新闻、近 30 天 2 条披露，需要复核新增信息质量。
近期推文
Serenity观点
看多
价格动量
看多
首次提出
2026-02-10 02:24
来源
llm
更新时间
2026-05-19 15:37
作者立场：看多；价格动量：看多。最新证据：So took positions into $AEVA which is 4D LiDAR. Looks like the clearest functional midstream bottleneck exposure to the trend
当前观点证据
So took positions into $AEVA which is 4D LiDAR. Looks like the clearest functional midstream bottleneck exposure to the trend
Serenity 变化
So took positions into $AEVA which is 4D LiDAR. Looks like the clearest functional midstream bottleneck exposure to the trend
$JBL literally announced in their fireside chat… Mass production of their 1.6T LRO with excessive demand in 3-10 months.
Fun fact: Lot of the same companies are often used across different supply chains. One likely example is: $SIVE as the upstream laser supplier to Boston Dynamics via:
Just putting it out there: $SIVE short interest is probably higher than 17%+ now. As lot of local Swedish hedge funds are very underwater, shorting Sivers. They're about to meet US institutions through: > MSCI inflow...
$SIVE 2025 annual report analysis. TLDR: Extremely Bullish. Sivers main growth vector is CPO, but they've TAM expansioned to pluggable transcivers + multiple new qualifications/development. 1. "We are currently seeing...
Here's the humanoid exposure crowdsourced list: ... - $AEVA
新鲜度
复核时间：2026-05-27
证据
年度数据
最新期
2025
营收
18M
营收同比
99.4%
毛利率
-3.7%
2022
2023
2024
2025
简读 + 重点消息
0 条 7日新闻，压力 低。
近期披露
最新披露为 2026-05-08 的 10-Q；近 30 天共有 2 条披露。已观察表格：10-K x1, 10-Q x3, 8-K x6。复核重点：财务报表、指引、现金流、风险因素和会计政策更新。
近期推文
立场
看多
价格动量
看多
So took positions into $AEVA which is 4D LiDAR. Looks like the clearest functional midstream bottleneck exposure to the trend
24h / 7天 / 30天
24h
0
7D
2
30D
8
Beta
2.20
敏感度
高 beta
情绪风险
高
估值风险
极端
背景
consumer-cyclical-auto---parts
-
等待 GPT xhigh 分析。
研究问题
背景
consumer-cyclical-auto---parts
状态日期：2026-05-27
复核时间：2026-05-27
作者立场
看多
llm
价格动量
看多
60D / 252D
信号分数
54
新增信息排序
24h 提及
0
短线新增
7天提及
2
高
30天提及
8
长周期热度
7日新闻
0
低
30日披露
2
10-Q
收入同比
99.4%
改善
Beta
2.20
高 beta
llm · 2026-05-19 15:37
So took positions into $AEVA which is 4D LiDAR. Looks like the clearest functional midstream bottleneck exposure to the trend
$JBL literally announced in their fireside chat… Mass production of their 1.6T LRO with excessive demand in 3-10 months.
Fun fact: Lot of the same companies are often used across different supply chains. One likely example is: $SIVE as the upstream laser supplier to Boston Dynamics via:
Just putting it out there: $SIVE short interest is probably higher than 17%+ now. As lot of local Swedish hedge funds are very underwater, shorting Sivers. They're about to meet US institutions through: > MSCI inflow...
$SIVE 2025 annual report analysis. TLDR: Extremely Bullish. Sivers main growth vector is CPO, but they've TAM expansioned to pluggable transcivers + multiple new qualifications/development. 1. "We are currently seeing...
Here's the humanoid exposure crowdsourced list: ... - $AEVA
基本面 / 消息面 / 情绪面 / 市场
年度数据
最新期
2025
营收
18M
营收同比
99.4%
毛利率
-3.7%
营收趋势
需要继续工作的地方
-
等待 GPT xhigh 分析。
同业压力
consumer-cyclical-auto---parts
利润趋势
利润率趋势
| 最近财务序列 | 营收 | 营收同比 | 毛利率 | 营业利润率 | 净利率 |
|---|---|---|---|---|---|
| 2021 | 9M | - | 37.0% | -1125% | -1096% |
| 2022 | 4M | -54.8% | -102% | -3625% | -3514% |
| 2023 | 4M | 2.9% | -137% | -3427% | -3463% |
| 2024 | 9M | 110% | -41.8% | -1747% | -1680% |
| 2025 | 18M | 99.4% | -3.7% | -706% | -804% |
24h / 7天 / 30天
24h
0
7D
2
30D
8
风险: 高 · 高
简读 + 重点消息
消息简读
0 条 7日新闻，压力 低。
重点消息
新增披露摘要
披露分析
最新披露为 2026-05-08 的 10-Q；近 30 天共有 2 条披露。已观察表格：10-K x1, 10-Q x3, 8-K x6。复核重点：财务报表、指引、现金流、风险因素和会计政策更新。
近期披露
beta / 动量 / 主题
Beta
2.20
状态
高 beta
立场
看多
动量
看多
高风险偏多 · 极端
板块定位
consumer-cyclical-auto---parts