{"id": "carrio_research", "name": "Carrio", "kind": "person", "bio": "", "updated_at": "2026-10-19", "source": "Hourahead /p/carrio_research", "claims": [{"headline": "Carrio 称激光器是当前光模块产能瓶颈，自有晶圆厂且负债率低于20%的位置有利（sub-20）", "published_at": "2026-10-19T16:12:14.000Z", "source_url": "https://x.com/carrioresearch/status/2112215252930879928", "event_id": "", "origin_kind": "post", "role": "KOL", "theme": "硬件/算力"}, {"headline": "Carrio：微软称数据中心决策仅涉单一站点，电力接入成稀缺环节，2027年有电者获定价权", "published_at": "2026-10-19T15:07:31.000Z", "source_url": "https://x.com/carrioresearch/status/2112198966456762589", "event_id": "", "origin_kind": "post", "role": "KOL", "theme": "资本与产业"}, {"headline": "Carrio 判断：Q2 产能已近 20 万只/月，年底 800G 与 1.6T 目标约 65 万只，若 11 月 5 日数据兑现则光模块业务将远超有线电视", "published_at": "2026-10-19T14:57:03.000Z", "source_url": "https://x.com/carrioresearch/status/2112196335084691525", "event_id": "", "origin_kind": "post", "role": "KOL", "theme": "资本与产业"}, {"headline": "Carrio 称利率上行且无人要求推迟，客户需求持续增长", "published_at": "2026-10-19T14:22:44.000Z", "source_url": "https://x.com/carrioresearch/status/2112187698899537972", "event_id": "", "origin_kind": "post", "role": "KOL", "theme": "资本与产业"}, {"headline": "Carrio 判断 TSMC 与 GlobalFoundries 签下 20 亿美元五年 CoWoS 硅中介层协议，Malta 厂 2028 上半年爬坡", "published_at": "2026-10-19T08:57:14.000Z", "source_url": "https://x.com/carrioresearch/status/2112105785144832307", "event_id": "ev_jasm_second_fab_3nm", "origin_kind": "post", "role": "KOL", "theme": "资本与产业"}, {"headline": "Carrio：华尔街目前唯一听的声音是10年期美债收益率", "published_at": "2026-10-19T08:11:14.000Z", "source_url": "https://x.com/carrioresearch/status/2112094207821353133", "event_id": "", "origin_kind": "post", "role": "KOL", "theme": "资本与产业"}, {"headline": "Carrio：Lumentum CEO 称涨价后无客户要求推迟订单，11月5日业绩对照 12.25-12.75 亿美元指引值得关注", "published_at": "2026-10-19T07:22:15.000Z", "source_url": "https://x.com/carrioresearch/status/2112081880816537857", "event_id": "ev_jasm_second_fab_3nm", "origin_kind": "post", "role": "转述", "theme": "资本与产业"}, {"headline": "Carrio：Lumentum 2026财年采购义务24亿美元、资本支出4.513亿美元，靠不可取消订单支撑扩产", "published_at": "2026-10-19T06:37:03.000Z", "source_url": "https://x.com/carrioresearch/status/2112070506233123179", "event_id": "", "origin_kind": "post", "role": "转述", "theme": "资本与产业"}, {"headline": "Carrio 转述 Hurlston：Lumentum 2027-2028 增长靠数据中心从电互连转光互连，客户订单基本不可取消", "published_at": "2026-10-19T05:11:45.000Z", "source_url": "https://x.com/carrioresearch/status/2112049039294492769", "event_id": "", "origin_kind": "post", "role": "转述", "theme": "资本与产业"}, {"headline": "Carrio：2026年新兴市场盈利上调约85%来自科技，AI第二波利润流向台湾和韩国", "published_at": "2026-10-19T03:41:55.000Z", "source_url": "https://x.com/carrioresearch/status/2112026433463955793", "event_id": "ev_claim_722feedc7f", "origin_kind": "post", "role": "KOL", "theme": "资本与产业"}, {"headline": "Carrio 认同 pequityresearch 关于 Photonics 物料清单（BoM）的判断，并称价值集中在引擎环节", "published_at": "2026-10-18T18:18:43.000Z", "source_url": "https://x.com/carrioresearch/status/2111884695906795789", "event_id": "", "origin_kind": "post", "role": "KOL", "theme": "硬件/算力"}], "threads": []}