中文翻译
@JJJJJ_66666 情况很微妙，$AEHR 的暗示更多是指向更广泛的硅光子学(Silicon Photonics)相关产能爬坡。这可能包括 800G/1.6T 可插拔光模块，或共封装光学(CPO)。如果他们直接点名 CPO，Msscorps 将是一个非常清晰的受益标的。它最近因延迟说法遭受重创（即使...
· 供应链分析
AEHR暗示硅光子学扩产，若明确CPO则Msscorps受益。
涉及标的： $AEHR
相关概念： CPO 共封装光学Pluggable 可插拔光模块光子学 Photonics
英文原文
@JJJJJ_66666 It's nuanced, $AEHR implications was more toward broader silicon photonics related ramp. Which could include 800g/1.6T pluggables, or CPO. If they directly named CPO, Msscorps would be a very clean readthrough. It just got hit really hard recently from that delay claim (even