中文翻译
@nosignal62478 我认为 $AAOI 没问题。我没在这里列出他们，是因为他们不被认为是商用连续波(CW)激光器的供应商（鉴于他们将其内部用于光收发器）。对2027年的需求可见度令人难以置信，只是有一笔6亿美元的可转债(ATM)，这带来了很大的短期抛压。
· 个股论点
AAOI基本面良好且需求可见度高，但6亿可转债构成短期压力。
涉及标的： $AAOI
英文原文
@nosignal62478 I think $AAOI is fine. I didn't list them here because they're not known to be a merchant cw laser supplier (given they use them internally for transceivers). Demand visibility into 2027 is incredible, there's just a $600m ATM, which presents a lot of short term overhang.