中文翻译
@coolATCS 看到人们重申我去年关于 $AXTI 的论点，将其视为对 AI 建设构成的真正威胁，这让我很高兴。另外补充一点细节：中际旭创(Innolight) 从其他厂商采购 EML/CW 激光器，这才是瓶颈所在。下游的组装/集成环节并非瓶颈。
· 个股论点
重申AXTI对AI建设的威胁论点，指出激光器采购才是供应链瓶颈。
涉及标的： $AXTI
英文原文
@coolATCS It makes me happy that people are reiterating my $AXTI thesis from last year like it's a legitimate threat to the AI buildout now. Also just some nuance Innolight, buys EML/CW lasers off other players, which is the bottleneck. Not so much downstream assembly/integration layers.