中文翻译
谢谢！我喜欢与中国社区互动。关于中际旭创(Innolight)和新易盛(Eoptolink)，我认为它们是光子学领域的一流多头标的，尤其是随着光模块(transceiver)的繁荣。但如果它们不像$AXTI那样具有垄断地位，我个人更倾向于投资西方供应链的替代方案，如$AAOI。市场通常会给“美国制造”的股票赋予溢价，即使它们的收入/盈利能力不如前者。
· 杂谈
博主偏好投资美国本土光模块替代股以获取溢价。
英文原文
Thanks! I love interacting with the Chinese community. As for Innolight and Eoptolink i think they’re top tier longs for photonics segment. Especially with the transceiver boom now. But if they’re not monopolies like $AXTI, I personally just prefer to invest in Western supply chain alternatives like $AAOI instead. The market usually assigns a premium to “Made in America” stocks, even if they don’t have as much revenue/profitability.