· 供应链分析
相关概念： Pluggable 可插拔光模块
@00m00oo 我认为从 $AAOI 的财报中我们已经得到了太多关于光模块(Optical Transceivers)需求存在20-40%失衡以及激光器(Lasers)成为瓶颈的暗示。 而且 $POET 在其年度股东大会(AGM)上表示，未来两年三大云厂商的产能已完全售罄。 我通常不做财报涨跌预测，因为那大多时候就像抛硬币一样随机。但我可以说，除非有非常意外的情况，否则大部分定价调整在财报发布前就已经发生。 无论如何，我预计 $LITE 的财报会非常强劲，我主要将其作为其他激光器厂商的参考指标(read-through)。
@00m00oo I think we already got too many hints from $AAOI earnings about demand 20-40% imbalance for optical transivers with lasers as a bottleneck. And $POET stating big 3 are completely sold out of capacity next 2 years during their AGM. I don’t give earnings up or down predictions since it’s a coin flip most of the time. But I can say that a lot of pricing happens before earnings, unless there’s something very unexpected. Regardless I expect $LITE earnings to come out really strong, and I primary use it as a read through for your other laser players.