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$ANET · 海外大V持仓追踪

AI 把海外大 V 的公开帖整理成中文：$ANET 被累计提及 4 次，本周态度 未表态，其他。数据每日更新。

$ANET 现在是什么情况？

所属板块其他
本周态度未表态
今日态度未表态
累计提及4 次
近7/28/90日提及0 / 1 / 1
最新价—
今日 / 本周涨幅— / —
首次提及以来涨幅—
首次 / 最近提及2025-12-01 → 2026-08-11

最近有人说了 $ANET 什么？

下面是最近 4 条提及 $ANET 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。

  • 2026-08-11中性原文
    @NicolaRussoIT Not as familiar with adoption read through with $ANET XPO MSA (ik $MSFT has been the most openly supportive).. so can't really give a good answer to implications on other players like $POET. https://t.co/Xi6zrmo5ha
    查看原帖 →
  • 2026-02-04看多原文
    $GOOGL reported earnings and their CapEX spend was enormous. $175-$185 Billion vs. $120 Billion. This is bullish for AI buildout. Follow the money flow down to: - $AVGO, Mediatek, $TSM (design / foundry) - Sk hynix, Samsung, $MU, $SNDK (memory) - $ANET, $LITE, $COHR, $VRT (network, photonics, energy) etc. as Google said spend was: "primarily on AI infrastructure including servers, data centers and networking" Hyperscalers from $META to $GOOGL are increasing their capex spend enormously. This just goes to show: AI buildout is accelerating and is funded by the most profitable companies in the world. Long AI supply chains.
    查看原帖 →
  • 2026-01-23看空原文
    Nitto Boseki - $NBCLF | 3110: The story of an extreme bottleneck for AI: > Spin Yarn/Glass in 1923 > Be good at it > Create "T-Glass" for tennis rackets > Wait 100Y, everyone needs it > $TSM for CoWoS > $APPL for M-Series Ultra/Max > $NVDA for Blackwell + Vera Rubin > $TSLA for chips inside FSD cars > $AMD for MI300/MI400 AI accelerators > $ANET for 800G to 1.6T and 3.2T > Have Apple to Nvidia to TSM fighting over supply > Sold out through 2026 > Apple, Nvidia, and Qualcomm sends teams live on site to literally beg this Yarn Maker for glass supply > Now is 80-90% market share of the high-end T-glass used in semiconductors The $4.23 Billion monopoly that every tech company in the world is fighting over: A random Japanese Yarn Spinner. Disclosure: I own positions.
    查看原帖 →
  • 2025-12-01看多原文
    Analysis of the $GOOGL TPU v7 Ironwood Suppliers. Here's the list of what comapnies are the most materially impacted by the Google's TPU buildout. + the TPU stock I'm taking a position on. [Critical] Design/IP: - Broadcom [ $AVGO ]: co-designs and implements Google’s TPU ASICs [Critical/High] Semiconductor Fab: - #1 Taiwan Semi [ $TSM ]: TPUv7 is fabbed at TSMC 3nm - #2 Samsung Electronics: Secondary memory & foundry partner [Critical/High] Memory: - #1 SK Hynix: HBM3E for TPUv7 Ironwood - #2 Samsung Electronics: ~TPUv7-specific reporting emphasizes SK hynix + Samsung. [High] Optical Networking: - Lumentum [ $LITE ]: Google uses extensively uses Optical Circuit Switching (OCS) - Coherent [ $COHR ]: OCS player but weaker [High] Power Management ICs: - Monolithic [ $MPWR ]: This is speculative that Vicor will be replaced by $MPWR, from earnings mentioning TPU [Medium] Thermal Management: - Vertiv [ $VRT ]: Vertiv supplies the CDUs that act as the heart of the liquid cooling system, pumping coolant to the cold plates on the TPU chips - Modine [ $MOD ]: More speculative that they provide provides the massive chillers and air handling units (AHUs) [Medium] Interconnects: - TTM Technologies [ $TTMI ], $ANET, Unimicron, Ibiden ______ The buildout of the Google TPU v7 "Ironwood" represents the construction of a parallel silicon ecosystem designed to break the monopoly of $NVDA GPU. The material impact is most concentrated in Broadcom (as the silicon architect and commercial vehicle), the Memory Complex (SK Hynix/Samsung), and the Optical/Power sectors (Lumentum/Vertiv) and was created from public evidence but is largely dependent on adoption, vendor shares, and competitive responses actually play out. From this supply chain research, I'm initiating a new position in $LITE, in the event the TPU becomes the dominant ASIC for inference. Lumentum is primary beneficiary of Google’s commitment to OCS and form the core of the "Apollo" OCS switches used in TPU pods. The ramping of TPU v7 clusters translates directly to unit volume for Lumentum’s optical switch modules. And because OCS is a bespoke architecture unique to Google’s hyperscale approach, Lumentum faces less commoditization pressure here than in the standard transceiver market. However all companies in this supply chain are set to benefit if the TPU v7 scales up from Anthropic, Meta, Apple, and others buying the $GOOGL ASIC.
    查看原帖 →

去哪看 $ANET 的完整时间线？

全部提及推文的中文时间线、每日推演、博主多空表态筛选，在 Serenity 持仓雷达里查看。相关工具：卡点猎手研究方法 · 策略回测器 · 催化剂雷达 · 深度长文。

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常见问题

$ANET 为什么会出现在 AI 供应链追踪名单里？

$ANET 出现在 Serenity 持仓雷达里，是因为它被我们追踪的海外 AI 供应链博主公开提及过，累计 4 次，归类在「其他」板块。首次提及时间是 2025-12-01。

海外大 V 最近怎么看 $ANET？

最近 7 天 $ANET 被提及 0 次，本周的整体态度是「未表态」。这是对公开帖文的统计与翻译，不是我们自己的推荐。

$ANET 这一页的数据多久更新一次？

每天更新一次。个股的提及次数、态度、涨幅、A 股映射都跟着当日的公开帖文和收盘价重算，页面底部的更新时间就是最后一次重建的日期。

Serenity 持仓雷达对 $ANET 的看法算投资建议吗？

不是。Serenity 持仓雷达只做公开信息的整理、翻译和统计，不提供投资建议、不代客理财、不推荐买卖。所有判断和后果由你自己承担。

本工具仅做公开信息整理，不构成任何投资建议。数据更新于 2026-08-30。