中文翻译
@x4tsr 不，因为 $AAOI 表示其稀缺产能将内部专用于生产自有的 800G/1.6T 光收发器(Optical Transceivers)。他们称，即使所有产能全部投产，仍会出现 20-40% 的需求缺口。需求旺盛导致无法扩展至新产品线，这并非坏事。
· 个股论点
AAOI产能专供自产光模块，需求缺口大，利好股价。
涉及标的： $AAOI
英文原文
@x4tsr No, because $AAOI said that their scarce capacity is dedicated internally toward making their own 800G/1.6T optical transceivers. Which they said would be a 20-40% demand imbalance even if all their capacity come online. It's not a bad thing to have too much demand, that you can't expand to new product lines.