Serenity: Sự sụt giảm trong ngành mô-đun quang học do bán thuật toán, triển vọng dài hạn vẫn tích cực

The Huoxing Finance report states that on June 1, "New Stock God" Serenity posted that the current decline in the photonics sector is primarily driven by algorithmic trading following the leader. Looking at the stock performance of companies related to lasers and optical modules such as AAOI and Sivers, market sentiment is largely influenced by the movement of Coherent (LITE), rather than changes in individual company fundamentals. Serenity noted that although some companies' fundamentals continue to improve—for example, Applied Optoelectronics (AAOI) has made progress in its business with clients like AMD and NVIDIA—their high beta nature makes them more susceptible to programmatic selling during industry adjustments. Serenity also revealed that Sivers may announce additional partnerships with optical module clients in the future. Serenity advised against participating in short-term trading of these individual stocks experiencing sharp 20%-30% fluctuations, and instead favors long-term holding of core beneficiaries within the photonics industry, due to their optimistic outlook on the exponential growth potential of the total addressable market (TAM) for the sector.