中文翻译
我不做空，也不想发布看空光学公司的帖子，但我短期卖出了其他光子学持仓，因为住友电工(Sumitomo)受到出口管制，因此通过二级效应，$LITE、$AAOI 等下游公司会出现产能问题。 $COHR 算是个奇怪的例外，不确定为什么他们被归入其余公司，因为他们自己生产晶圆。
· 供应链分析
住友受出口管制引发下游产能瓶颈，故减持光子股，COHR例外。
英文原文
I don’t short sell + didn’t want to publish bear posts about optical companies but I sold my other photonic positions short term because Sumitomo got export controlled so by second order effect $LITE, $AAOI and others would have capacity issues downstream. $COHR is kinda the weird exception not sure why they got lumped in with the rest since they produce wafers themselves.