中文翻译
@PhotonCap 是的！最直接的标的就是 $AAOI，他们刚刚发布了类似 $SNDK 式的财报，预计营收增长10倍。 但当然，正如你提到的，上游也会有其他未被定价的受益者。
· 个股论点
指出AAOI为最直接标的且营收预期大增，上游亦有受益者。
英文原文
@PhotonCap Yes! The most direct play is $AAOI, they just dropped a $SNDK-style earnings projecting 10x revenue growth. But of course there's going to be other beneficiaries not priced in too upstream as you mentioned.