· 供应链分析

POET证实光学巨头遭抛售,预示市场将经历去杠杆回调。

涉及标的:

中文翻译

@meikozz_2026 我认为基本面没有错。市场可能会不时出现大幅回调,以清洗掉杠杆和保证金,随后才会继续上涨。 而且这个月似乎就是这样的时间节点? $POET 证实你们提到的大型光学巨头如 $LITE、$COHR 已被完全抛售。

英文原文

@meikozz_2026 I don't see any fundamentally wrong. There's probably going to be large corrections from time to time flush out margin/leverage before things move higher. And this month seems like that time of year? $POET confirmed your big optical giants like $LITE, $COHR are completely sold

在 X 上查看原推 ↗