中文翻译
$AXTI 是我的首选，仅因其在光子学(Photonics)供应链中的战略价值。$LITE 紧随其后，若展望两年后则严重被低估，但目前看来略显超买。$COHR 大概排第三，$AAOI 排第四，作为另一只潜力股(Moonshot)，其凭借 Maia 和 Trainium 的放量获得了超大规模云服务商(Hyperscaler)的资质。话虽如此，我个人不喜欢在 $AXTI 这类小盘股上配置过高仓位，尽管 $COHR 排名第三，但我对其持仓比例最高。
· 个股论点
作者按战略价值排序光子学供应链个股，并分享个人仓位偏好。
英文原文
$AXTI is my favorite just because of their strategic value to the photonics supply chains. Otherwise $LITE is runner up, and largely undervalued if you fast forward two years. But as of now it looks a little overextended. Prob $COHR #3 and $AAOI #4 as another moonshot with hyperscaler qualifications just for Maia and Trainium ramp. That being said don’t personally like high allocations in smaller stocks like $AXTI, highest might be in $COHR despite it being #3