中文翻译
我们现在正处于光子学超级周期。 美国这三家 $COHR、$LITE、$AAOI 预计会受需求激增推动而表现不错。 最新报道： “Lumentum 正在经历来自人工智能行业的需求激增，其订单管线已经排满到 2028 年”
· 供应链分析
认为美国光子学三巨头将受 AI 需求激增带动。
英文原文
We're now in the photonics supercycle. The trio from $COHR, $LITE, $AAOI in America are expected to perform well from a surge in demand. New Report: " Lumentum is experiencing a surge in demand from the artificial intelligence sector, with its order pipeline now fully booked through 2028 "