「新股神」Serenity预判AI硬件投资机遇：富士康CPO交换机Q3出货，讯芯负责其先进光学业务
BlockBeats 消息，5 月 30 日，「新股神」Serenity 发文解读富士康股东会最新消息，并强推其子公司讯芯科技控股。根据股东会透露，CPO（共封装光学）交换机产品已确认 Q3 开始出货，2026 年目标出货 1 万台，力争全球第一，明年预计爆炸式增长。Serenity 特别提及：富士康负责先进光学业务的子公司就是讯芯科技控股股份有限公司，这些指数级放量的出货目前还没完全反映在财报上，但下半年很可能就会显现。这就是在提前卡位下一个超级周期，是 AI 硬件下一波大机会。
BlockBeats 注：Serenity 系 Reddit 论坛 WallStreetBets（WSB）板块颇具影响力的资深交易员，本年度累计投资收益率逾 38 倍。其核心研究成果均坚持免费公开，研究框架聚焦于英伟达 AI 芯片产业链中的关键配套环节，通过深入梳理芯片制造与封装过程中不可或缺的「螺丝钉」型组件，精准识别供应链中的关键瓶颈点（Chokepoint），并据此挖掘具备稀缺性与议价能力的上游标的进行布局。SIVE（Sivers Semiconductors）是 Serenity 提及次数最多的个股，此前已喊单 190 次。其在 2026 年 3 月 16 日首次公开喊单后至今已暴涨 19.6 倍。
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