中文翻译
这是我常引用的一个完美例子，说明那些只看“图表”而不看基本面（Fundamentals）的 $AAOI 观察者。我在20多美元时买入，现在90多美元仍在买入，因为根据预测，它比以往任何时候都便宜。如果你预计营收为43.5亿美元，而市值仅为75亿美元，且你拥有从激光晶圆制造（Laser Fab）-> 光收发器设计 -> 美国组装的完整供应链...相比之下，其他同行营收更低，市值却高达400亿-500亿美元以上，那么它还有很长的路要走。
· 个股论点
作者认为AAOI因拥有完整供应链且估值远低于同行，即便股价上涨仍具投资价值。
涉及标的： $AAOI
英文原文
This is the perfect example I like to cite of the "Chart" spotters that don't look at fundamentals for $AAOI. I was buying it in the 20's, but I'm still buying it in the 90's because it's cheaper than ever given projections. If you're projecting $4.35B in revenue off a $7.5B MC and you own the entire supply chain from laser fab -> transceiver design -> assembly in America... Whereas all your other peers are worth $40B-$50B+ doing less revenue than that, then it has a long way to go.