中文翻译
@xoRachelPitzel $AAOI 的涨幅可能会远超于此。他们有3家超大规模数据中心客户希望购买其能生产的所有800G/1.6T光收发器(transceiver)，预计年化经常性收入(ARR)将超过40亿美元，同比增长900%以上。“他们希望购买我们能为800G和1.6T生产的所有光收发器”。
· 个股论点
超大规模客户抢购AAOI光模块，预计营收激增900%。
涉及标的： $AAOI
英文原文
@xoRachelPitzel $AAOI is probably going a lot than this. They have 3 hyperscaler clients looking to buy all the 800G/1.6T transcievers they can produce with $4B+ ARR revenue foretasted off 900%+ y/y growth. "they would like to buy all the transceiver we can make for 800G and 1.6"