· 杂谈
相关概念： Pluggable 可插拔光模块光子学 Photonics
我衷心感谢中文社区对我最看好股票的投资理念进行的深入分析！ 总体而言，像 $AAOI 和 $SIVE 这样的激光公司是我的个人最爱，因为它们拥有巨大的营收扩张空间。它们不仅可以销售激光器，还能制造完整的光模块，以及各种光引擎或 ELS（外部光源）组件。 或者，像 $COHR 那样，它们甚至可以向上游延伸至基板制造，从而实现垂直整合，并持续提升其毛利率和总潜在市场 TAM。 这里的关键部分在于率先准确锁定主要投资主题——毕竟，去年许多人甚至不认为“光子学”能成为一个真正热门的概念。 我认为最让大多数人惊讶的是，我们现在仍处于极其早期的阶段。绝大部分的营收增长直到明年，即 2027 年上半年甚至下半年才会真正启动！ 话虽如此，看到中文社区持续且坚定的支持真的让我感觉很棒。我将竭尽全力不辜负大家给我的绰号：“白发股神”。
I'm deeply grateful to the Chinese community for the in-depth analysis of my investment ideas on my most favored stocks! Overall, laser companies like $AAOI and $SIVE are my personal favorites, because they have tremendous room for revenue expansion. They can go beyond just selling lasers to manufacturing complete optical modules, as well as various optical engines or ELS (external light source) components. Or, like $COHR, they can even extend upstream into substrate manufacturing, thereby achieving vertical integration and continuously boosting their gross margins and total addressable market TAM. A big part of the key here lies in being the first to accurately pinpoint the main investment theme—after all, last year many people didn't even think "photonics" could become a truly hot concept. And I think what will surprise most people the most is that we're still in an extremely early stage right now. The vast majority of revenue ramp-up won't truly kick off until next year, in the first half or even second half of 2027! That said, seeing the ongoing and unwavering support from the Chinese community really makes me feel great. I'll do my utmost not to let down the nickname everyone gave me: "White-Haired Stock God."