$AEVA
1 位大V提及 · 4 条相关推文
Serenity
中性
AEVA仅被推测为SIVE的客户并向CPO/NPO光学源拓展，是SIVE扩张机会的背景信息，作者未直接表达对其股价观点。
相关推文时间线
Serenity
中性
2026-10-20 06:24
AEVA仅被推测为SIVE的客户并向CPO/NPO光学源拓展，是SIVE扩张机会的背景信息，作者未直接表达对其股价观点。
Exciting, $SIVE gets their first production orders for CW DFB lasers with LiDAR.
“We are pleased to see this strategic program advance from design-win to production”.
With opportunity for expansion given the speculated customer $AEVA is moving into CPO/NPO optical sources for hyperscalers and lev
Serenity
中性
2026-08-06 04:12
作者报道AEVA成为CPO/NPO光源参与者并签署JDA、盘后大涨，属于信息性描述，未明确看多或看空。
The unexpected thing of the week... Was $AEVA becoming a CPO/NPO optical source player.
For background: $SIVE is viewed as the high confidence CW DFB laser supplier to Aeva (which is known for lidar).
Today, Aeva reacted with +18.26% AH on news that they signed a JDA with an optical engine playe
Serenity
看多
2026-07-07 19:49
若禾赛等中国竞争对手被监管排除，Aeva 等西方激光雷达公司整体受益。
Hesai Technology, a Chinese lidar maker faces US national scrutiny over its expanded partnership with $NVDA and lidar sensors.
For $OUST, $AEVA, and Western lidar bros, this is generally positive if competitors get regulated out.
Since there were warnings that:
Sensors could be disabled or expl
Serenity
中性
2026-06-23 11:53
被提及为Sivers激光器潜在应用路径之一，属背景信息。
$SIVE + Aeva likely coded from the new PR today and SIVE + Apple.
For Sivers lasers powering robotics / physical AI.
-> Sivers lasers powering Boston Dynamics Atlas via. LG Innotek for robotics
-> Nvidia Hyperion ecosystem w/ Sivers lasers for physical AI.
Are possible paths with Aeva.
Apple li