Serenity表示，OpenLight这家私营公司规模似乎持续扩大。
据Odaily星球日报报道，若关注其在Advantest之外的公开生态，相关标的包括用于扩展光子集成电路的JBL及其合作方SIVE、用于数字信号处理器的MRVL和MXL、用于晶圆代工的TSEM，以及TFC Optical 300394.SZ（天孚通信）提供的封测及子组件服务。
Serenity称，若不是合格投资者，通常可通过公开股票获得私营增长敞口，光学领域参与者之间联系较为紧密。
OpenLight公开生态涉及JBL、MRVL等标的
2026-06-24 07:03:57
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Serenity发文提及OpenLight扩张，TFC Optical盘中涨4.5%
