中文翻译
是的，$AAOI 拥有 800G/1.6T 光收发器的端到端制造规模，而现在超大云厂商会买下 $AAOI 或光学玩家能生产的任何东西。 它们试图全部在美国完成，并获得税收抵免（例如德州），这应该给它溢价。 只是6亿美元稀释影响近期价格有点烦。
· 个股论点
AAOI拥有800G/1.6T端到端制造规模，美国制造和税收抵免应带来溢价。
涉及标的： $AAOI
英文原文
Yes $AAOI has the end-to-end manufacturing scale for 800G/1.6T optical transceivers in a time where hyperscalers will buy anything $AAOI or optical players can make. The fact they're trying to do it all in America + receive tax credits (eg. Texas) should give it premiums. Just annoying there's a $600m dilution affecting near term prices.