· 供应链分析

机构对小众光子上游认知滞后,X平台热度具误导性。

涉及标的:

中文翻译

对于 $AAOI 来说并不意外。许多机构可能直到被大型 X 账号提及,才听说过像 $AXTI 这样更小众的光子学上游玩家。FinX 社区对这些标的介入极早,但由于 X 平台本身存在泡沫效应,感觉似乎已经“拥挤”。但如果你问这里以外的人这些名字是什么,他们完全一无所知。

英文原文

Not surprising with $AAOI. A lot of institutions probably never heard of a lot of the more niche photonic upstream players like $AXTI until they get mentioned by larger X accounts The FinX community is extremely early to a lot of these names but it feels “crowded” because X is a bubble. But if you ask anyone outside of here what some of these names are, they’ll have 0 clue.

在 X 上查看原推 ↗