中文翻译
它们都处在供应链的不同层级。$AXTI 生产的是光子相关一切所需的材料。我手里还是有 AXT 仓位。 如果超大规模云厂商垂直整合带来一些细节变化，封装层的玩家可能会受影响。 但直接卖掉任何激光或上游玩家都没什么道理，对一些人来说反而是不错的买点。
· 供应链分析
材料和封装要分开看
涉及标的： $AXTI
英文原文
They're all different parts of the supply chains. $AXTI makes the materials needed for anything to do with photonics. I still have my AXT positions. Packaging layer players might be impacted given nuances of hyperscaler vertical integration. But selling off any laser or upstream player doesn't make much sense and it's a good buying opportunity for some.