中文翻译
是的，很多人对管理层过去的问题有创伤后应激障碍(PTSD)。我只是觉得，如果他们能实现甚至65%的指引，风险收益比就极其不对称。此外，我认为像$AMZN这样的超大规模云服务商这次不会削减订单，因为800G/1.6T光模块确实是瓶颈，且产能缓解遥遥无期。
· 供应链分析
AI光模块产能瓶颈持续，云厂商订单不减，风险收益比极佳。
涉及标的： $AMZN
英文原文
Yep lot of people have PTSD from management in the past. I just felt the risk-reward was extremely asymmetrical if they deliver even 65%% of their guidance. Also I do feel like hyperscalers like $AMZN won't pull back orders this time as 800g/1.6T it's genuinely a bottleneck with no end to capacity relief in sight.