$AEVA · 海外大V持仓追踪

$AEVA 现在是什么情况？

最近有人说了 $AEVA 什么？

下面是最近 8 条提及 $AEVA 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。

• 2026-08-30看空原文
  Just my final recap on thoughts + fundamentals of $SIVE from ER: Pluggables (1.6T Ramp) for 2027: - $JBL (1.6T LRO, confirmed) Orders H1 2027, Ramp H2 2027 -> -> Likely multiple hyperscaler customers - 3 pluggable makers (evaluation) - 3 pluggable makers (supply assessment) Reference Design for likely H2 2027–28+: - $GFS (Globalfoundries) SCALE (confirmed)) -> -> Likely $AMD and other hyperscalers as CPO customers External Light Sources / Optical Engines for 2027: - $POET (confirmed) -> -> Lumilens / hyperscaler end users - O-Net (confirmed) -> -> Massive ODM/OEM for Hyperscalers + Asia - Likely $AEVA (mapping) -> -> supplying to OE -> hyperscalers / lidar - SemiNex (confirmed) Optical I/O for 2028: - Ayar Labs (confirmed) -> -> Likely $AMD, ALchip, and hyperscaler ASIC program end users + $NVDA NVLink - $MRVL Celestial (potential customer from 2023-2024 disclosures) - Lightmatter (potential customer from 2023-2024 disclosures) - Lightelligence (potential customer from 2023-2024 disclosures) Then potentially $AAPL for 2028 for next-generation wearable updates and other programs from TFLN with Lightium. In terms of capacity allocations: - Win Semi - 1 other foundry (with tremendous allocations) during an InP CW DFB laser shortage. These are all on-going developments/qualifications since Sivers is targeting next-generation SiPH + CW with 1.6T and CPO for 2027-2028. Especially as Goldman Sachs models the CPO opportunity going from effectively near-zero today to ~$91B TAM by 2028. However my criticisms were: => Main focus was not on communicating economic scale of 2027-2028 optical ramps to Western audiences. => Legal vagueposts around NASDAQ listing should be dropped, and clear direction should be set + executed faster on. =>Too much focus was put on defending smaller current revenue/TTM revenue/pipeline conversion (allspace, Tachyon.) relative to future qualifications/partner size/capacity/potential. $SIVE needs to position themselves as a forward looking, global hypergrowth optical company supplying lasers to hyperscaler programs. And not let the narrative get dominated by backward looking metrics. And as Morgan Stanley put it... "Key [CPO] participants include … $LITE, $COHR, and Sivers laser supply". I'm personally a happy $SIVE shareholder for high-beta exposure to the next 2027-2028 optical shift with 1.6T/CPO.
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• 2026-08-27看空原文
  Nah, $SIVE is the most unusual $1B photonics company I've ever seen. Just for AI DCs alone: - Reference laser for $GFS SCALE (CPO/NPO/pluggable) - 7 pluggable engagements disclosed, with $JBL as primary ramp (with H1 2027 timeline) - ELS path with O-Net - ELS path with $POET - Lasers to Ayar for CPO I/O (now in $NVDA nvlink ecosystem) - Lasers for $AEVA (which now has NPO agreements with optical engine providers for hyperscalers) - Celestial/Lightmatter/Lightelligence (likely customers in 2023/2024) - InP lasers on TFLN with Lightium Then it has 2 substantial allocations for CW DFB laser capacity during an industry shortage. As well as one of the few CPO-grade laser suppliers out in the industry. Let me know what other player around this range has so many ongoing qualifications, a large TAM, and in photonics. $SIVE is the #1 for me in terms of MC relative to qualifications paths across the industry.
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• 2026-08-25看空原文
  Lot of people were wondering about $SIVE earnings in 2 days. What I'm watching out for: 1. I'm hoping for more visibility on photonics co-development/qualifications/contracts. -> $AAOI stated multiple customers approaching them for CPO lasers (but had to turn them away) -> $MTSI stated many customers approaching them for CW capacity (but doesn't come online until H2 2027) So read through for a company serving as $GFS reference laser, $JBL for pluggables (ex. intel siph), to Ayar for CPO. And in a merchant position: -> with independent CW DFB supply (with Win semi) -> CPO-grade lasers. Is incredibly positive for more customers approaching Sivers. 2. Ongoing developments turning into volume -> I'm most excited about $JBL, which would probably be the main revenue ramp in H1 2027. -> $AEVA is likely much smaller in comparison, but should be a contributor H2 2026. -> Ayar and optical I/O players already stated 2028 for HVM, so not really expecting much there. -> Co-developments from their other pluggable players (from last ER) turning into qualifications -> volume). Aside from that: 3. NASDAQ listing -> We already got timelines for that "next few quarters", so it's not really a focus to narrow that down further. Always nice to get an update. 4. Financials -> Again, current financials aren't a focus for qualification-cycle players. Just a heads up, there's some one-time accounting this quarter, which affects things optically. Main thing is volume ramps for future quarters. -> revenue pipeline increase -> any early volume contracts signed Balance sheet concerns should be cleared now given their recent $70m fundraising + bootstrap dilution overhang gone. Bonus cookies: -> Any information about allocations secured "eg. we have substantial CW capacity secured -> would be extremely high signal given current shortages. -> Reiterate demand that AOI, Macom, Lumentum, Coherent stated. "eg. any capacity we get would be filled from demand" $AAOI had their massive $30 -> $220 rally after they stated like $471M expected capacity in 2027, and reiterated that into revenue guidance. (but then had a lot of ATMs) An ambitious bull case + full capacity revenue statement for future timelines like H1 2028 for Sivers would be nice, but not expected. A further re-rating would help for M&A with a Cloud Light type acquisition for revenue acceleration in future earnings. Obviously Sivers has other volume ramps, but I think photonics is what the market is primarily underwriting. Regardless, excited for what's up and coming.
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• 2026-07-07中性
  中国激光雷达制造商 Hesai Technology 因其与 $NVDA 扩大合作以及激光雷达传感器，正面临美国国家层面的审查。 对于 $OUST、$AEVA 以及西方激光雷达兄弟们来说，如果竞争对手因监管而出局，这总体上是利好。 因为此前有警告称： 传感器可能会 https://t.co/9ZmvOqIHrv
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• 2026-07-07中性
  @jey0316 基本上： > 中国主要激光雷达厂商可能会在西方被禁。 > $OUST、$AEVA 以及其他公司将通过填补这一空缺而受益 > 为 Aeva 等西方激光雷达厂商提供支持的光学厂商，也会因收入增加而受益 不确定考虑到这一点，这条新闻是否真的重要
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• 2026-07-02中性
  @Cped221267 没人应该在意技术分析图——那就是有人画几条歪歪扭扭的线想说服别人卖出。 $SIVE 刚紧急融资7000万美元用于量产，很可能是为了锁定晶圆厂产能。 $JBL、$POET、$AEVA 等都在近期放量。 然后 $GFS、
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• 2026-07-01中性
  @AleksandarGenov 催化剂大概是 Agility Robotics 借 $CCXI 上市和铺天盖地的媒体叙事。 $OUST、$AEVA 这些在公告之前基本都是横盘。 至于 $FCEL、$BE 这些能源股，看起来是新增大单驱动的基本面行情
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• 2026-06-27中性
  @eldan_0123 $SIVE 有不小的机会通过 $AEVA 和LG Innotek进入波士顿动力的人形机器人项目。 短期我不觉得这对收入有多大影响，毕竟头部人形机器人公司到现在总共才造了约1万台。 但2028年以后如果到百万台级别，那就
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全部提及推文的中文时间线、每日推演、博主多空表态筛选，在 Serenity 持仓雷达里查看。相关工具：卡点猎手研究方法 · 策略回测器 · 催化剂雷达 · 深度长文。

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