他好像条狗啊2023-07-10 22:57
$Coherent(COHR)$ $II‐VI Incorporated(IIVI)$ 谁能解释下为什么cohr现在只有70亿市值,而iivi退市前接近300亿市值。不是合并了吗查看全文
有意思鸭2023-07-10 21:32
$Coherent(COHR)$ 这就是$菲尼萨网络通信(FNSR)$ Finisar 或者$II‐VI Incorporated(IIVI)$
老改名字也不好,新人找不到光模块老祖宗了。查看全文
马斯克狗2023-06-17 22:32
$Lumentum控股(LITE)$ lite标准的光模块,光芯片概念股,光模块体量全球第三,仅此与26,和中际不相上下,关键他是高端光芯片世界第二仅次于26$Coherent(COHR)$ $II‐VI Incorporated(IIVI)$查看全文
马斯克狗2023-06-16 10:37
$Lumentum控股(LITE)$这波光模块超级行情的核心逻辑应该是光芯片的短缺,如果说光模块因需求爆炸引发股价暴涨,那么引光芯片在光模块里面成本比重不断提升,以及光芯片新产线投产2年起步,所以光芯片的短缺和暴涨逻辑更能自洽。
lite和iivi光芯片全球市场占有率80%,所以小市值的lite的股价暴...查看全文
马斯克狗2023-06-15 22:41
$Lumentum控股(LITE)$ LITE那位大佬给分析一下,这个股票主营业务是不是光模块和光芯片,市场低位怎么样?为光模块不管是大A还是美股都大涨,就他涨幅严重滞后呢?谢谢!$Coherent(COHR)$ $II‐VI Incorporated(IIVI)$查看全文
$II‐VI Incorporated(IIVI)$ 10-Q - Quarterly report [Sections 13 or 15(d)] Filed: 2015-11-06 AccNo: 0001564590-15-009922 Size: 6 MB 网页链接
$II‐VI Incorporated(IIVI)$ ARS [Paper] - Annual Report to Security Holders Film#: 15008158 Filed: 2015-09-18 AccNo: 9999999997-15-014377 Size: 1 KB 网页链接
$II‐VI Incorporated(IIVI)$ 8-K - Current report Filed: 2015-10-27 AccNo: 0001171843-15-005710 Size: 112 KBItem 2.02: Results of Operations and Financial ConditionItem 9.01: Financial Statements and Exhibits 网页链接
$II‐VI Incorporated(IIVI)$ 美东时间 2015-10-27 09:00 Q1 2016 II-VI Inc Earnings Call 网页链接
$II‐VI Incorporated(IIVI)$ 美东时间 2015-11-06 13:30 II-VI Inc Annual Shareholders Meeting (Estimated) 网页链接
$II‐VI Incorporated(IIVI)$ SD - Filed: 2015-05-29 AccNo: 0001193125-15-205930 Size: 36 KB 网页链接
$II‐VI Incorporated(IIVI)$ DEFA14A - Additional definitive proxy soliciting materials and Rule 14(a)(12) material Filed: 2015-09-18 AccNo: 0001193125-15-323427 Size: 73 KB 网页链接
$II‐VI Incorporated(IIVI)$ DEF 14A - Other definitive proxy statements Filed: 2015-09-18 AccNo: 0001193125-15-323423 Size: 1 MB 网页链接
$II‐VI Incorporated(IIVI)$ 8-K - Current report Filed: 2015-08-19 AccNo: 0001193125-15-295019 Size: 1 MBItem 7.01: Regulation FD DisclosureItem 9.01: Financial Statements and Exhibits 网页链接
$II‐VI Incorporated(IIVI)$ 8-K - Current report Filed: 2015-06-12 AccNo: 0001193125-15-221794 Size: 13 KBItem 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers 网页链接