「Bearish Report」 Reveals Wealth Password, SemiAnalysis Bullish Stock Overview

BlockBeats News, June 10th. Last night, a report from SemiAnalysis caused a market shakeup. US AI stocks experienced another sharp drop following last Friday, and today, the Japanese and Korean stock markets continued to decline. At the time of writing, SK Hynix plummeted by up to 9% intraday, and SoftBank Group fell by 10%.

The SemiAnalysis report indicated that NVIDIA's 800V DC and CPO large-scale production may be postponed to around 2028-2029, while 400V DC is still on track for 2026, with some NPO (Near Package Optics) projects possibly accelerating. Therefore, the report suggests that companies like LITE, COHR, AAO, HIMX face "near-term realization risks" and is bearish on their future performance. At the same time, the report also highlights investment opportunities in CPO alternative products. BlockBeats has analyzed the report, detailing its long, short, and long extension target pools as follows.