· 个股论点

认为 AAOI 在 100 美元附近受 ATM 发行压制,但长期营收潜力下依然被低估。

涉及标的:

中文翻译

@Jornka329996 这说得通,因为它现在还在以 100 美元做 ATM 融资。 我一直说,$AAOI 短期的天花板就在这里,因为他们正按这个价格卖出 2.5 亿美元的股票。 但等这轮结束后,我个人觉得它按长期营收潜力看还是严重低估。

英文原文

@Jornka329996 It makes sense, since there is an ongoing ATM at $100. I've been saying this is the ceiling for short term $AAOI since they're selling $250m worth of shares at that price. But once that finishes, I personally it's very undervalued given long term revenue potential.

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