中文翻译
“$AAOI 收到来自主要超大规模客户的首笔 1.6T 数据中心光收发器(Transceivers) 2 亿美元批量订单” “我们预计很快将成为美国最大的 800G 和 1.6T 光收发器产能基地” 这逐渐证实了他们盈利预测中每月 3.78 亿美元的收入预期。 人们曾对内部人抛售感到恐慌，但关键在于执行力和基本面。 尤其是当他们获得来自 $AMZN、$META 或 $GOOGL 等超大规模客户(Hyperscalers)的批量订单时。
· 个股论点
$AAOI获超大规模客户大额订单，基本面验证优于内部人抛售担忧。
英文原文
$AAOI Receives First $200M Volume Order of 1.6T Data Center Transceivers from Major Hyperscale Customer” “We expect that we will soon have the largest production capacity for 800G and 1.6T transceivers in the U.S” This is gradual confirmation of $378m/month revenue from their earnings projections. People were panicking over insider sales, but what matters is execution and fundamentals. Especially when they’re getting volume orders from Hyperscalers like $AMZN, $META, or $GOOGL