cpo

•Nvidia CPO 扩展进展快于预期。 Spectrum-X CPO 交换器已进入量产阶段，得益于关键组件供应商的良率改善。

•Nvidia CPO 扩展交换器出货预测：2026年第四季 15k / 2027年第一季 16k / 2027年第二季 30k / 2027年 100k。

•Scale Up OE：我们在 NVL576 不变但 T4 较慢（可能在 2028年第一季）的情况下，将 2027E / 2028E 估计修订为 6.5m / 42m。 •VRU NVL576 CPO（QM5 + 4 OEs）和 NPO（QM5 + 4 OEs 带插座）并行推进，尽管我们保留对本周期 NPO 的全面采用。

•Feynman 扩展 CPO 设计中，可能高达 QM6 封装的 6.4T OEs。 看好 •Lumentum – CPO 加速支撑估值; 预计 CY27/CY28 的 CPO/NPO 收入贡献分别为 12%/26%

•Broadcom （3163 TT） & Bizlink （3665 TT） – CPO 相较 NPO 更高内容的受益者。 •Semtech （SMTC） – 对 NPO 的 TIA/Driver 曝光; 供应紧张。#NVDA #CPO #NPO #scale $LITE

美股盘前要闻聚焦SK海力士下一代CPO路线图与30年期美债走势，市场风险偏好继续受到压制。SK海力士提出“以光为中心”架构，计划将光互连扩展至内存接口，通过光子中介层直接连接存储器和处理器，目标指向下一代AI基础设施建设。

该路线图强化了光通信在AI算力互联中的中期叙事。美债方面，30年期美债收益率日内上涨6个基点至5.26%，回吐美国财政部回购公告以来的部分涨幅；

同时美国联邦政府债务总额首次突破40万亿美元，美元走势被市场视为潜在承压方。盘前市场整体偏弱，美三大股指期货集体下行，国际油价走强，现货金银走低。

宏观与利率预期仍是短期定价主线。

仅作市场观察，不构成投资建议。

#美股盘前 #SK海力士 #CPO

$GLW 康宁堪称 AI 算力时代隐形底座！有望迎来 2-3 倍行情。

玻璃基板、高速光纤、玻璃基 CPO 三大核心业务全面卡位算力刚需，英伟达大手笔投资助力产能扩张。

黄仁勋 190 美元成本重仓布局，基本面扎实，市值冲击 5000 亿美金，有望迎来 2-3 倍行情。

#GLW #AI算力竞赛进入吉瓦时代 #CPO $NVDA

Nvidia Always Leaks The Next AI Trend Early, Market Just Ignores It

Insight from Serenity (White-hair Stock God):

AI investing is simple. Just watch what Nvidia does. They signal the future 1 year ahead, but the market always underestimates it before it lands.

In 2025:
Nvidia locked up huge EML & Laser capacity. Market said "photonics is hype."
1 year later:
$LITE +678%
$AAOI +475%

Now in 2026, same pattern:
Nvidia is locking CW Laser + EML supply, pushing 800V power architecture, and keeps repeating 2 keywords: CPO (Co-Packaged Optics) & Physical AI.

Market is ignoring it again.

If history repeats, CPO and Physical AI are the next big narrative.

Don't fade Jensen Huang's signals.

What's on your Physical AI watchlist?

$NVDAB #AI #CPO #PhysicalAIcrypto

#CPO

昨晚的CPO小作文，其实我不这么看，AI的炒作链条和时间应该尽量拉长点，全在一个时间点炒作，不利于我们交易利润最大化

这下CPO的炒作要延后了，涨得太猛的不敢买，回调到位了告诉你2年后才爆发，这不是好事是啥？

昨晚 SemiAnalysis 分析说：
NVIDIA 原生 single-ended 800VDC 量产推迟到 2028 年以后，不是市场原先期待的更早放量，±400VDC 仍会按计划推进，主要用于 hyperscaler 自研 ASIC 部署，sidecar 订单预计 2026 下半年落地、2027 年制造放量

Rubin Ultra / Kyber 相关 sidecar 量原本预期更早拉动，现在被推到 2028 年窗口

CPO 预期被下修：2027 年 Scale-up CPO 出货预期看起来过于激进，SemiAnalysis 认为相对当前 Street expectations 会延迟

真正大规模 Scale-up CPO ramp 可能要到 2029 年，而不是市场喊的 2027/2028 年

这不告诉我们CPO炒作生命周期延长了么

🤑 $ZHONGJI — CPO & OPTICAL MODULES HEATING UP 🔥

ZHONGJI is gaining attention as the CPO/optical-module theme continues to strengthen. Rising demand for high-end optical modules is also putting thermal-management solutions in focus.

📈 $ZHONGJI
: $149.26 (+1.53%)
📉 $GIGADEV : $65.60 (-1.88%)

🔥 A reported strategic stake acquisition in Zhongshi Technology is adding further attention to the optical-module + thermal-management sector.

⚠️ Momentum is strong, but volatility can be extreme. Manage risk and avoid chasing.

#ZHONGJI #GIGADEV #CPO
#cryptotrading

CPO walo sun lo...game jaldi start ho raha hai 😎

Foxconn se news:
> Optical switches $NVDA ko early ship ho gaye
> Units ka estimate bhi upar gaya 📈

Aur $LITE ne to aaj Mizuho conference me bomb phod diya:
"Scale-Up optical products H2 me ship karna start kar denge"

**Matlab seedha?**
CPO = Co-Packaged Optics = AI ka naya fuel
Sabko laga tha 2027 ka story hai...
Ye log 2025 H2 me hi maal bhejne lage 💎

$NVDA ko early delivery = Demand real hai bhai
LITE jaldi scale kar raha = Competition garam ho gaya

**Tumhara take?**
CPO sector me entry maar rahe ho ya abhi watchlist me? 👇

#CPO #AI #Semiconductors #Optical

🔥 康宁 GLW 创 52 周新高！从玻璃厂到 AI 光学龙头

收盘价：05.83（+6.06%）
盘后：15.60（+4.75%）
夜盘：21.33（+7.53%）—— 还在涨！

52周涨幅：0.77 → 17.09，翻了 4 倍

💡 引爆点：康宁推出「玻璃光学互连技术」，正式杀入 CPO（共封装光学）赛道。这是 AI 数据中心的核心技术——GPU 之间用光通信代替铜线，带宽暴增、功耗骤降。

逻辑很清晰：
✅ AI 算力需求暴增 → 数据中心升级光互联 → 康宁的玻璃技术是底层材料
✅ 传统估值体系崩塌，市场按 AI 光学概念重新定价
✅ 市盈率 98 倍，赛道估值逻辑，不是价值投资

⚠️ 风险：涨幅过快，短期追高风险大。CPO 量产落地还需要时间，别把概念当真金。

你怎么看康宁这波转型？评论区聊聊 👇

#美股 #AI #CPO #康宁

🚨 NVIDIA CPO SHIPMENTS BEGIN — $AAOI LEADS PRE-MARKET AI INFRASTRUCTURE RUSH ⚡

The moment the market doubted the optical upgrade cycle, NVIDIA just answered with silicon. Gilad Shainer confirmed CPO has entered mass production, with switches already shipping to tightly partnered customers and deploying in-house. 💡 That collapse of doubt is precisely what institutions wait to buy.

The architectural shift matters more than the headline: vertical scale-up demands 10x the bandwidth efficiency of horizontal scale-out, and NVIDIA's COUPE platform with TSMC is built to capture that entire delta. 📊 TrendForce puts the CPO/NPO market north of $39B by 2030, with acceleration peaking 2028-2029.

Pre-market footprints already show $AAOI +2.63%, $LITE +1.92%, and $MRVL +2.4% — an early institutional bid before retail screens catch up. ⚡ Smart money positions ahead of the curve, not after. 💬 Which AI infrastructure names are you watching for the next leg higher? 👇

⚠️ Not financial advice. Always manage your risk. 🛡️

🏷️ #AAOI #CPO #NVIDIA #AIInfrastructure #TechBreakout

🔥 ⚡

📰 BlockBeats 日报 2026-07-06 | 共 8 篇

1. BSC接力Solana链上炒作，「名人币」叙事从$ANSEM轮动到$CZ
2. 摩根士丹利看好铠侠：BiCS-10投产，目标价对应约32%上行空间
3. CPO供应链进入量产爬坡：TSMC PIC产能2028年至少25kwpm
4. 链上韩股引导美股：SK海力士/三星大涨，存储链整体走强
5. 高盛半导体财报季前瞻：SOX单季涨87.8%后仍偏多$AMD

#BlockBeats #存储芯片 #CPO

🚀 绝地反击，A股深V反转，沪指重回3800点，超2900股飘红 📈

10月13日，A股今日探底回升。截至收盘，沪指涨0.10%报3800.86点，重新站上3800点；深证成指跌0.25%，创业板指跌0.18%，科创50微涨0.03%。全市场成交额1.69万亿元，较上日放量1382亿元，超2900只个股飘红。

指数分化、波澜不惊，盘面却有三条主线轮番点火：
🔥 算力硬件掀涨停潮：CPO、PCB概念大面积涨停，迅捷兴、金百泽20CM封板，协和电子、超声电子等十余股涨停，多家光通信公司业绩大幅预增。
✈️ 军工装备持续走强：航发科技涨停，中航西飞、中航成飞涨超8%，第十六届中国国际航空航天博览会将于12月7日至13日在珠海举办。
❄️ 冰雪产业提前开跑：大连圣亚、雪人集团、长白山等多股涨停，第二十八届哈尔滨冰雪大世界园区将扩容至125万平方米。

此外，元件、燃料、零售板块涨幅居前。

另一边，电池板块领跌，紫竹高科跌停，先导智能跌超9%；风电设备继续调整，大金重工跌停，海力风电、德力佳均跌超9%。

放量1382亿、超2900股上涨，这波是止跌企稳还是反抽？CPO、PCB的涨停潮，你敢追吗？评论区聊聊！👇

#A股收评 #CPO #PCB

#互关互粉# #有粉必回#

黄仁勋严选Marvell估值最新预期：互连业务指引上调超70%，2028营收估165亿美元

Marvell在Evercore TMT峰会上确认AI订单异常强劲，2027财年营收指引上调至约115亿美元，互连业务增速从此前约50%提升至超70%。自定义ASIC今年约20亿美元，明年目标翻倍至40亿美元以上，2028年营收上限推至165亿美元。

黄仁勋公开喊单后Marvell股价已累涨近158%，NVIDIA 20亿美元投资将潜在定制芯片对手收编入自家生态。但CPO大规模落地仍是最大待验证变量，真正放量要等到2027年后。

为什么重要：黄仁勋+Marvell的组合标志着AI互连进入「规模上」新时代，但CPO技术量产验证将决定高估值能否兑现。

#Marvell #AI #英伟达 #光模块 #CPO

大mo是进的第一支CPO，今天2.9%，那时候没人关注，无人问津，默默吃。#CPO #金融财经

🚨 US GOVERNMENT BACKS $SIVE & $LITE WITH $3B CHIPS ACT FUNDING 🚀💰

🦈 The U.S. just dropped a strategic hammer on the CPO and Silicon Photonics supply chain — locking in a 1% stake in GlobalFoundries plus $3 billion to accelerate domestic production. 💥 Serenity broke down the play: Sivers is already embedded in GlobalFoundries' reference design for laser arrays, and Lumentum is the other named laser supplier. This isn't just grant money — it's industrial policy designed to front-run the next optical interconnect wave.

⚡ Sivers' SCALE platform inclusion means their hardware is now government-vetted for mass deployment. Smart money is mapping this as a multi-year growth catalyst, similar to Intel's foundry push. 💬 Are you positioning into the CPO narrative before the volume conviction confirms it? 👇

⚠️ Not financial advice. Always manage your risk. 🛡️

🏷️ #SIVE #LITE #CPO #SiliconPhotonics #PreMarketPlay

🚀 🔥

🚨 $LITE EARNINGS WEEK: INSTITUTIONAL FLOW REVEALS A SUPPLY BOTTLENECK ⚡

🔍 The photonics sector is entering its earnings gauntlet with Lumentum, Coherent, and CoreWeave reporting in rapid succession. AAOI's Q2 print already exposed a 20-40% demand imbalance in optical transceivers, with lasers as the primary constraint. 📊

💰 POET's AGM reinforced the narrative — three major laser suppliers are fully booked for two years, and NVIDIA's strategic investment confirms the structural tightness. This isn't a coin-flip earnings call; the repricing happens before the report lands. 📌

💡 Serenity's read is clear: LITE's setup carries exceptional conviction. The market is pricing inefficiency, but the order books tell a different story. 💬 Are you positioned for the pre-earnings drift or waiting for the post-print liquidity grab? 👇

⚠️ Not financial advice. Always manage your risk. 🛡️

🏷️ #LITE #CPO #EarningsPlay #SupplyGap #Crypto

🎯 💎

🚨 $GFS $SIVE $LITE : US GOVERNMENT BACKS CPO REVOLUTION WITH $3B FUNDING 💥

The U.S. government just signaled a massive long-term bet on domestic CPO infrastructure by taking a 1% stake in $GFS and injecting $3B specifically into Co-Packaged Optics and Silicon Photonics. 💰 This is a structural catalyst that directly benefits the two listed laser suppliers named in GlobalFoundries' own slides: $SIVE and $LITE . 📌

Sivers' laser array is now embedded in the SCALE platform's CPO reference design — a seal of institutional approval that mirrors the strategic backing Intel's foundry received. 🔍 This kind of government-led liquidity injection often precedes multi-year expansion cycles in emerging tech supply chains. 💬 Will you track the volume confirmation on $SIVE and $LITE before adding exposure? 👇

⚠️ Not financial advice. Always manage your risk. 🛡️

🏷️ #GFS #SIVE #LITE #CPO #SiliconPhotonics

🚀 💥

$AMD MI500 CPO EVENT COULD CONFIRM KEY SUPPLY CHAIN SHIFTS 🔥

The Advancing AI event on July 22-23 is the catalyst. Jefferies expects AMD to collaborate with Astera Labs and Broadcom on the MI500 scale-up architecture, but the critical variable is whether AMD officially commits to a CPO scheme and names the photonics engine supplier. Sivers sits upstream as a reference laser provider in both the Ayar Labs and Grayscale SCALE paths, making it a leveraged play on any official CPO confirmation.

Volume and interest around this theme are building as the event approaches. Are you positioned for the CPO narrative or waiting for a confirmed supply chain readout later this week?

Not financial advice. Always manage your risk.

#AMD #CPO #Semiconductors #TechAnalysis #SupplyChain

⚡

$ROBOTECH Advances With NVIDIA on AI Optical Infrastructure 🔥

Robotech’s ficonTEC unit is deepening its work with NVIDIA on scalable manufacturing and testing for next-generation co-packaged optics and AI optical interconnects. The real significance is structural: this points to growing demand for high-precision photonics production as AI data centers push toward higher bandwidth and better efficiency.

If the collaboration keeps progressing, it strengthens the case for industrial-scale silicon photonics adoption. That makes this a notable development for the broader AI infrastructure supply chain, especially where manufacturing consistency and yield matter most.

Not financial advice. Manage your risk.

#ROBOTECH #AIInfrastructure #CPO #Photonics #TechStocks

✦

🚨 $SIVE SHOWS MASSIVE INSTITUTIONAL MISPRICING BEFORE THE $91B OPTICAL CPO EXPLOSION ⚡

Smart money accumulation is disguising itself behind legacy metrics while retail overlooks the structural pivot ahead. 📊 Goldman Sachs projects the CPO total addressable market expanding to $91 billion by 2028, positioning $SIVE as a core laser supplier alongside top-tier optical giants. 🌊

The market is pricing current net losses while missing the incoming 1.6T LRO and optical switch volume surge starting in 2027. 🔍 As hyperscale cloud providers finalize supplier evaluations, this valuation discrepancy creates a highly asymmetric structural re-rate. 💬 Is smart money quietly building exposure here while retail fixates on backward-looking earnings? 👇

⚠️ Not financial advice. Always manage your risk. 🛡️

🏷️ #SIVE #MarketStructure #Tech #Institutional #CPO

🎯 🦈

$SIV IS POISED TO BENEFIT FROM AMD'S CPO REVEAL THIS WEEK 🎯

The AMD event on July 22–23 could confirm a shift to co-packaged optics for the MI500 series. Serenity points out that if AMD officially transitions to CPO, Sivers is a core upstream supplier in two potential paths — including reference lasers for Grayscale and Ayar Labs.

This is a binary catalyst with asymmetric upside. Volume has been quiet but could spike fast on confirmation. Are you taking a position before the announcement or waiting for the news?

Not financial advice. Always manage your risk.

#SIV #CPO #AI #Crypto #EventTrade

🎯