中文翻译
@pjtesus 这是因为 $AAOI 的 800G/1.6T 光模块（optical transceivers）已经存在巨大的 20-40% 供需失衡…… 他们无法生产足够的产品来满足需求。这是一件好事。 但无法满足所有需求，意味着较小的共封装光学(CPO) 激光器玩家存在市场机会。
· 供应链分析
AAOI光模块供不应求，利好小型CPO激光器厂商。
涉及标的： $AAOI
相关概念： CPO 共封装光学Pluggable 可插拔光模块
英文原文
@pjtesus It's because $AAOI already has a massive 20-40% demand imbalance for their 800G/1.6T optical transceivers... They can't make enough to satisfy demand. That's a positive thing. But not being able to fulfill all demand, means there's market opportunities for smaller CPO laser players.