中文翻译
$AXTI 简而言之：人们正对一年前签约收入因延期一个季度而过度反应。此处并未报告前瞻性收入指引。相比于2024年的签约收入，我更关注实时的衬底(Substrate)瓶颈以及磷化铟(InP)价格的上涨。
· 供应链分析
AXTI股价波动属旧账延期，核心应关注衬底瓶颈与InP涨价。
涉及标的： $AXTI
英文原文
$AXTI TLDR: people are overreacting to contracted revenue from over a year ago being deferred by a quarter. There was no forward revenue guidance reported here. I care more about the real-time substrate bottleneck and increasing InP prices than 2024 contracted revenue.