Morgan Stanley analyst Meta Marshall upgraded II-VI, Inc from Equal-weight to Overweight with a price target of $82, up from $80, implying 26.4% upside.
Marshall believes that the pullback in valuation over the last year (down ~1...查看全文
飞鲸投资笔记2021-12-09 19:05
看了天风证券郭明錤预测Apple的AR/MR头戴装置将配备4组3D感测,当中用于手势控制与物件侦测的结构光规格将高于iPhone的Face ID。此外,为提升手势侦测的视角,郭明錤预测Apple AR/MR头戴装置将配备3组ToF,可在低延迟的要求下,侦测手的移动轨迹。
郭明錤的结论就是:
穩懋與 Lumentum 受惠...查看全文
PIC-Photonics2021-11-09 23:43
$II‐VI Incorporated(IIVI)$ 刚才听了季报的cc, 写点随想。
(1) 盘前看到季度公告,revenue missed. 股价下跌~4%,吓了一跳。Chuck说是ROADM材料短缺所致,其他产品都好。看来市场理解,股价开市就回来了。
(2) Giovanni说3D laser出货满足了客户量的要求,没有一个RMA。这话可厉害了...查看全文
JZee2021-11-08 23:29
回复@PIC-Photonics: 多谢详尽的答复。ciena,acacia,cisco主要是系统级别的厂商对吧?如果说到子系统,$Lumentum控股(LITE)$ ,$II‐VI Incorporated(IIVI)$ 这些各自特长在哪里?能有护城河么?//@PIC-Photonics:回复@PIC-Photonics:以前Neo是用Inphi(Marvell)的DSP, LITE还得依靠外人。
...查看全文
夸克轻子粥2021-10-29 14:38
$II-VI Inc(IIVI)$
自从II-VI收购了Finisar后跃升为光通信器件老大之后,Lumentum只能委身屈为老二。而Coherent通过不断并购其他激光器公司,成为最著名的激光器和子系统提供商,业务范围跨域工业,医疗,科研,微电子加工等领域。
3月25日--全球领先的工程材料和光电器件供应商II-VI Co...查看全文
PIC-Photonics2021-09-10 23:07
$Neophotonics(NPTN)$ 从着看,$II‐VI Incorporated(IIVI)$ 和$Lumentum控股(LITE)$ 应该是新飞通最好归宿,这样$Ciena 可就着急了。查看全文
PIC-Photonics2021-08-27 22:58
$II‐VI Incorporated(IIVI)$ 觉得这两新闻(算是旧闻了)值得看看。
IIVI比JDSU/LITE强我觉得在于他的材料科学方面的背景,而且fab也高一级。
Shanghai R&D (这样中国政府应该批准合并的是吧。。。)
网页链接查看全文
$II‐VI Incorporated(IIVI)$ 8-K Current report, item 8.01 Accession Number: 0001193125-22-235791 Act: 34 Size: 177 KB 网页链接
$II‐VI Incorporated(IIVI)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-22-006374 Size: 4 KB 网页链接
$II‐VI Incorporated(IIVI)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000899243-22-030067 Size: 4 KB 网页链接
$II‐VI Incorporated(IIVI)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-22-006360 Size: 4 KB 网页链接
$II‐VI Incorporated(IIVI)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-22-006361 Size: 8 KB 网页链接
$II‐VI Incorporated(IIVI)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-22-006362 Size: 8 KB 网页链接
$II‐VI Incorporated(IIVI)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-22-006363 Size: 8 KB 网页链接
$II‐VI Incorporated(IIVI)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-22-006364 Size: 8 KB 网页链接
$II‐VI Incorporated(IIVI)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-22-006365 Size: 4 KB 网页链接
$II‐VI Incorporated(IIVI)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-22-006366 Size: 4 KB 网页链接