中文翻译
$IQE 因债务问题本质上具有危险性。我只是说，作为 $LITE 的已知供应商以及超大规模云服务商光子学供应链的主要贡献者，他们坐拥产能金矿。如果他们能通过出售台湾业务成功进行债务重组，我不惊讶其估值重估（re-rating）达到 1000%。这取决于你的风险偏好。$AAOI 在当前水平具有纯粹的非对称上行空间，我是重度买家。
· 个股论点
分析IQE债务风险与重组潜力，看好AAOI非对称收益并加仓。
英文原文
$IQE is inherently dangerous because of debt. I'm just saying they're sitting on a gold mine of capacity as a known $LITE supplier and large contributor to the hyperscaler photonics supply chain. If they do manage to restructure by selling off their Taiwan business wouldn't be surprised if it got re-rated like 1000%. Depends on your risk appetite. $AAOI is pure asymmetrical upside at these levels, and I'm a heavy buyer.