中文翻译
$AIXA 就像光子领域里的 $ASML，吃到了今年一轮大型资本开支周期。 即便如此，我个人也没有持仓，因为我不太喜欢半导体供应链里的设备卖家。 它们确实能明显受益，但大多数最大的受益者其实是那些可能借瓶颈抬价的公司，比如 $SNDK。 而在当前周期里，更像是 $LITE 这种 EML，或者像 $AXTI 这样的基板材料受益者。哪怕现在价格还没怎么上调。
· 供应链分析
把 AIXA 比作光子领域的 ASML，承认其受益于资本开支周期，但自己并未持仓。
涉及标的： $AIXA$ASML$SNDK$LITE$AXTI
英文原文
$AIXA is like the $ASML for photonics and captures a large capex cycle this year. Even so, I personally don't have positions, since I'm not a fan of equipment sellers in semi supply chains. That benefit materially, but most of the largest beneficiaries are the likely bottleneck price-hikers of the world as seen with $SNDK. And in current cycles that's EML like $LITE or substrates like $AXTI. Even though there haven't been much price hikes yet.