AAOI

478 atoms · 跨 67 天 · 首见 2026-04-15 · 最近 2026-07-03

三色: 🟦 fact 269 · 🟥 take 209 · stance ▲224/▼52/◆53

叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom · 🐦 X 近14d 24

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: 群 6 · X 466

时态: fresh:406 · aging:38 · stale:32 · expired:2

标签: 好数字:262 · 好观点:167 · 好信源:75 · 好思考:31 · 好问题:5

🟨 AI 综合 · junior analyst 概览

🧭 拥挤度 (一人一票): ▲ 52 位作者 (KOL52) + 群 4 条 vs ▼ 21 位作者 (KOL21) + 群 1 条

⚖️ 多头 52/52 来自KOL

📄 广泛报道的事实 · 3 个

💢 核心分歧 (4 轴)

1. FY27 6B 营收指引置信度之争

*topic: 业绩指引/营收预测/管理层表态 · 40 bull vs 6 bear*

🟢 bullish 侧:

• <a id="atom-31ea38ef0839d130"></a>2026-05-02 X·@dogehippie [老化中] · 业绩指引保守表态 · 业绩指引
  They said they were being conservative and only posted numbers they were 100% sure they could hit
  tags: 好信源 · → daily
• <a id="atom-104c7516bb16396a"></a>2026-05-07 X·@gahhhbor · Q2 业绩已确认 · 业绩指引
  Probability for Q2 is confirmed and end of your projections are also on track.
  tags: 好观点 · → daily
  value: direction=confirmed · date=Q2
• <a id="atom-165b2e139c17d29c"></a>2026-05-07 X·@aleabitoreddit · sales outlook · 业绩指引
  Significant larger growth expected starting in Q3 as capacity comes online
  tags: 好数字·好信源 · → daily
  value: qty=significant growth · date=Q3 2026
  [图: Applied Optoelectronics (AAOI) 财报新闻稿及高管讲话文本截图 — Q1 (第一季度); 100,000 units (每月800G收发器产能); fourth consecutive quarter (连续第四个季度创纪录营收)]
  📷 原图
• <a id="atom-2500a813ef02c89c"></a>2026-05-07 X·@KonradJaku11615 · 上调FY业绩指引 · 业绩指引/营收 +同日1条
  They raised FY guidance by $100M to $1.1B
  tags: 好数字·好信源 · → daily
  value: qty=$100M · date=FY2026
• <a id="atom-e7c1589293f52878"></a>2026-05-07 X·@TLEROY5 · 业绩指引上调 · 业绩指引
  $AAOI 도 주우세여 가이던스 올렸음
  tags: 好信源 · → daily

🔴 bearish 侧:

• <a id="atom-13debd7e47c0a9ba"></a>2026-05-07 X·@qlfwjd2169459 [老化中] · 管理层指引过高被质疑 · 业绩指引/管理层表态
  Am I the only one that's skeptical of this management? I have a feeling they set the bar too high.
  tags: 好观点 · → daily
  value: direction=too high
• <a id="atom-5cd5b3c2f4e5bf26"></a>2026-05-07 X·@TrendSpider · Q2业绩指引 · 业绩指引/盈利预期 +同日1条
  Lowered Q2 Adj EPS Guidance
  tags: 好数字 · → daily
  value: qty=lowered · date=Q2
  📷 原图
• <a id="atom-a5125579fa89b7bc"></a>2026-05-08 X·@regardedalpha · 管理层可信度质疑 · 管理层表态
  Management has said they will be curing cancer for years now. This is no different
  tags: 好观点 · → daily
• <a id="atom-d744de79edf687f6"></a>2026-05-13 X·@RYANHINGSHING · 管理层预期打很满 · 管理层表态
  管理层每一句话都是decent的,但预期打很满, 容易miss expectation
  tags: 好观点 · → daily
• <a id="atom-5c209b934068d37d"></a>2026-06-29 X·@RYANHINGSHING · CEO执行力 · 管理层表态
  不過我很懷疑 $AAOI's Dr. Lin執行力
  tags: 好观点 · → daily

2. 350% 产能扩张 vs 短期供应链约束

*topic: 供给产能/供应链 · 25 bull vs 3 bear*

🟢 bullish 侧:

• <a id="atom-40b89c02220c27b4"></a>2026-04-17 X·@DrNHJ · 激光制造能力计划到2027年底扩展约350% · 供给产能 +同日1条
  2027년 말까지 레이저 제조(Fabrication) 역량을 약 350% 확대할 계획
  tags: 好数字 · → daily
  value: qty=350% · date=2027年底
• <a id="atom-f0fdac9edf303e26"></a>2026-04-19 X·@cnfinancewatch [老旧] · 推荐投资 · 供应链
  🌐 光纤电缆 + 网络 $AAOI
  tags: 好观点 · → daily
• <a id="atom-eaf800779e1fad90"></a>2026-04-27 X·@aleabitoreddit · 最显著受益者 · 供给产能
  names like $AAOI are probably the most profound beneficiaries (largest 1.6T capacity US projected) for the pure play exposure
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-2c1aa8c66e5c0156"></a>2026-05-08 X·@aleabitoreddit [已过期] · 产能对应营收预测 · 营收预测/供给产能
  Q2 2026: ~$312.1M
  tags: 好数字 · → daily
  value: qty=$312.1M · date=Q2 2026
  📷 原图
• <a id="atom-31cd1d8321734661"></a>2026-05-05 X·@Anointed_Ape · 自产 CW 激光器并有望成功规模化 · 供给产能/技术路线
  Isn’t this a win for $aaoi because they manufacture their own CW lasers? If they scale that up successfully then it’s clear skies for them
  tags: 好问题 · → daily

🔴 bearish 侧:

• <a id="atom-b6fb1f6ea9ce78b5"></a>2026-05-07 X·@equityclimb1 [老化中] · 供应链约束 · 供应链
  Supply chain constraint
  tags: 好观点 · → daily
• <a id="atom-a2272f63925f1d11"></a>2026-06-11 X·@WealthCode99978 · 增速高但产能受限 · 供给产能/订单需求
  做光学引擎的公司（AAOI）— 虽然增速高，但产能受限，不能满足客户。
  tags: 好观点 · → daily
• <a id="atom-45ec6f19617cdd65"></a>2026-06-13 X·@TomSzczypka · 激光芯片供应限制 · 供给产能
  $AAOI Demand is not the issue; laser/EML/InP component supply is. If AAOI cannot secure enough laser chips, capacity ramp can slow.
  tags: 好思考 · → daily
  value: qty= · date=

3. 88x Forward PE 低估 vs 价值陷阱

*topic: 估值 · 7 bull vs 4 bear*

🟢 bullish 侧:

• <a id="atom-71985d6d5521fd99"></a>2026-05-07 群 · 估值 · 估值
  AAOI 对应 2x P/S 估值极低
  tags: 好数字 · → daily
  value: multiple=2x P/S
• <a id="atom-c1db3e0fa6860157"></a>2026-04-29 X·@aleabitoreddit · 未来市值预期 · 估值
  could easily be a $30B+ company in a year
  tags: 好观点 · → daily
  value: qty=$30B+ · date=in a year
• <a id="atom-953582cab35ec459"></a>2026-05-08 X·@aleabitoreddit [老化中] · 市值 · 估值
  $AAOI looks very undervalued at $6.49B.
  tags: 好观点 · → daily
  value: qty=$6.49B · date=2026-03-18
  📷 原图
• <a id="atom-f1367b23787d8016"></a>2026-05-27 X·@aleabitoreddit · AAOI 潜在重估条件 · 估值/业绩指引
  if we see $MSFT Maia ramp up and $AMZN Trainium ramp up, expect $AAOI to rerate.
  tags: 好观点·好思考 · → daily
  [图: Applied Optoelectronics Inc (AAOI) 股票日内走势及盘后交易价格图表 — 收盘价: $39.10; 今日涨幅: +24.82%; 今日涨跌额: +7.77; 盘后价: $38.90; 前一日收盘价: $31.32]
  📷 原图
• <a id="atom-3c9a0c81a9bfa139"></a>2026-05-30 X·@MMMTwealth · 市销率 · 估值
  $AAOI trades below 10x NTM sales right now
  tags: 好数字 · → daily
  value: qty=below 10x · date=2026-05-30
  📷 原图

🔴 bearish 侧:

• <a id="atom-0980050b2f62cdb6"></a>2026-05-02 X·@ChartingU [老化中] · 估值担忧 · 估值
  concerned in light of this wild run expectations are being front run & at some point just meeting or slightly beating them won't be enough wrt valuation.
  tags: 好思考 · → daily
• <a id="atom-36d9908b3eb1db59"></a>2026-05-07 X·@bubbleboi · forward P/E 倍数 · 估值 +同日2条
  88 forward P/E
  tags: 好数字 · → daily
  value: qty=88
  📷 原图

4. 第四供应商地位 vs Hyperscaler 溢出受益

*topic: 竞争格局/订单需求 · 27 bull vs 6 bear*

🟢 bullish 侧:

• <a id="atom-5df912b7cae0f9f4"></a>2026-04-17 X·@DrNHJ · CEO表示数据中心光连接需求超出预期 · 订单需求
  Thompson Lin CEO: "데이터센터 내 광연결 수요가 예상을 뛰어넘었습니다."
  tags: 好观点 · → daily
• <a id="atom-af2491031286ef60"></a>2026-04-23 X·@aleabitoreddit · hyperscalers buying out production · 订单需求
  Hyperscalers are buying out anything $AAOI can make
  tags: 好观点 · → daily
• <a id="atom-42ee2e921edb17ab"></a>2026-05-08 X·@aleabitoreddit [老化中] · 客户购买所有产能 · 订单需求/供给产能
  Hyperscalers from $AMZN to $MSFT are buying any capacity any of these companies from $LITE to $COHR can make, years out. This includes $AAOI from their former earnings call.
  tags: 好观点 · → daily
  value: qty=any capacity · date=years out
  📷 原图
• <a id="atom-e0f65f7b2e374b85"></a>2026-05-05 X·@aleabitoreddit [老化中] · elevated in status due to not fully allocated to NVDA · 竞争格局
  A lot of the former "Tier 2" players I own like $AAOI and $SIVE, are likely elevated in status now given they're not fully allocated to Nvidia.
  tags: 好思考 · → daily
• <a id="atom-943bd19f121baf9d"></a>2026-05-07 X·@BenBajarin [老旧] · AAPL market credibility requirement · 订单需求
  $AAOI needs the market to believe the 2027 ramp continues into a much larger 2028 base, not just a one-year hyperscaler pull-forward.
  tags: 好观点 · → daily

🔴 bearish 侧:

• <a id="atom-6c6db88db7e957f3"></a>2026-05-07 群 · 光模块市场第四供应商地位 · 竞争格局/市场地位
  AAOI 作为第四供应商地位尴尬
  tags: 好观点 · → daily
• <a id="atom-78f9f01c783f86f1"></a>2026-05-07 X·@labubu_trader · 业绩表现判断 · 订单需求
  All channel checks already pointed to a mediocre prints
  tags: 好观点 · → daily
• <a id="atom-d6b1b243b8af14fd"></a>2026-06-09 X·@aleabitoreddit · 2029年后可插拔收入可能被蚕食 · 营收/竞争格局
  But maybe past 2029, we’ll likely see some pluggable revenue be cannablized
  tags: 好思考 · → daily
  value: date=post 2029
• <a id="atom-4025a05d0227efcc"></a>2026-06-17 X·@MoMoMacro · 规模与生产能力比较 · 供给产能/竞争格局
  Doubt $AAOI's got the juice for that – $LITE and $COHR are operating at a totally different scale.
  tags: 好观点 · → daily
  value: direction=below
• <a id="atom-8d78594252aaa1d3"></a>2026-06-26 X·@ShanghaoJin · 技术对比中际旭创 · 技术路线/竞争格局
  他跟中际旭创的区别是：技术不如中际旭创
  tags: 好观点 · → daily

🔗 因果传导 (causal map)

*AAOI 在产业链上的传导关系. 边是群里/卖方陈述的因果 (非 AI 推断), 数字 = 几条 atom 支撑. 点 atom 溯源.*

↓ 下游·近期陈述 (2)

• 🟢 ClassOne · 需求拉动 · 1 次陈述
  ClassOne booked its largest-ever Solstice S8 order from AAOI.
• 🟢 ClassOne Technology · 需求拉动 · 1 次陈述
  ClassOne Technology just announcing orders from $AAOI for multiple wet processing systems

↑ 上游·近期陈述 (1)

• 🟢 2.4T 光子学更高技术门槛 · 竞争 · 1 次陈述
  The higher technology bar needed in Photonics for 2.4T , in my view, will benefit the Big Players $LITE $COHR $AAOI etc.

📏 估计带 (2)

*语料内对同一量的估计区间 (≥2 个估计才成带). 不判断谁对, 只陈列.*

• 营收 FY2026: $140M – $1.1B · 3 个估计 · 最新 2026-06-24 $1.1B (X·cred3)
• 营收 2027: $471M – $5.7B · 3 个估计 · 最新 2026-06-23 $5.7B (X·cred4)

🔮 前瞻触发器 (forward triggers)

*这些 atom 指向可能 reprice 的前瞻事件 (无精确日期, 仅类型). 配合上面叙事状态看「上膛」程度.*

指引 (3 · ▲3/▼0)

• 🟢 2026-05-07 · Q1 业绩拉垮但长线指引极度乐观，市场选择相信周期
  AAOI Q1 业绩拉垮但长线指引极度乐观，市场选择相信周期
• 🟢 2026-05-07 · FY27 营收指引
  AAOI FY27 营收指引上调至 $6B
• 🟢 2026-05-07 · Q4 毛利率指引
  AAOI Q4 毛利率指引达 40%

📊 程序化变化 (近 7 天)

• 已过期 forecast: 2 条

🟦 客观事实 (facts) (30)

• <a id="atom-bc0693463c80125c"></a>🟦 2026-06-08 X·@DrNHJ ⭐ · 资本开支与产能扩张投入产出 · 资本开支/供给产能
  트랜시버 생산 능력을 10만 개(연간 120만 개) 늘리는 데 약 1억 2천만 달러의 설비 투자(Capex)가 소요됩니다
  tags: 好数字·好信源 · → daily
  value: qty=$120M capex → 100K units/年 · date=2026-06-09
• <a id="atom-c386b817eec5c9a5"></a>🟦 2026-04-29 X·@DrNHJ ⭐ · 获得德州半导体创新基金补助 · 资本开支/补贴
  Applied Optoelectronics Inc.(AOI)는 텍사스 반도체 혁신 기금(TSIF)으로부터 20,852,518달러(약 280억 원) 규모의 보조금을 확보했습니다.
  tags: 好数字·好信源 · → daily
  value: qty=$20,852,518 · date=2026-04-30
• <a id="atom-ae78ecd538db42d4"></a>🟦 2026-06-23 X·@Aktiehedonist · 订单 · 订单需求
  $AAOI Applied Optoelectronics places record follow-on order for ClassOne Solstice S8 wet processing systems
  tags: 好数字·好信源 · → daily
  value: qty=record follow-on order
  📷 原图
• <a id="atom-cbbd9f1820af9064"></a>🟦 2026-06-24 X·@damnang2 · 分析师目标股价区间 · 价格动态/评级目标价
  analyst price targets. They range from as low as $57.50 to as high as $220
  tags: 好数字·好信源 · → daily
  value: qty=$57.50 - $220 · date=2026-06-24
• <a id="atom-1609e28756f5df2c"></a>🟦 2026-06-24 X·@ren_stocks · Q2营收指引 · 业绩指引/营收
  Q2 guided to $180-198M, a 19-31% jump in one quarter
  tags: 好数字·好信源 · → daily
  value: qty=$180-198M · date=Q2 2026
  [图: Applied Optoelectronics Inc (AAOI) 6个月股价走势图及区间跌幅数据 — 当前收盘价: $146.97; 盘后价格: $154.30; 6个月涨幅: +258.46%; 高点至当前跌幅: -34.12%]
  📷 原图
• <a id="atom-5c0b75ee49b38745"></a>🟦 2026-06-24 X·@ren_stocks · 2026全年营收预期 · 营收/业绩指引
  Full-year 2026 over $1.1 billion, up 141%
  tags: 好数字·好信源 · → daily
  value: qty=超$1.1B · date=2026
  [图: Applied Optoelectronics Inc (AAOI) 6个月股价走势图及区间跌幅数据 — 当前收盘价: $146.97; 盘后价格: $154.30; 6个月涨幅: +258.46%; 高点至当前跌幅: -34.12%]
  📷 原图
• <a id="atom-a941ed0ab58d3d4a"></a>🟦 2026-06-24 X·@ren_stocks · 产能月出货量目标 · 出货量/产能
  100K units/month exiting Q1, 650K+ by year-end, 930K+ by 2027
  tags: 好数字·好信源 · → daily
  value: qty=100K units/month exiting Q1, 650K+ by year-end, 930K+ by 2027
  [图: Applied Optoelectronics Inc (AAOI) 6个月股价走势图及区间跌幅数据 — 当前收盘价: $146.97; 盘后价格: $154.30; 6个月涨幅: +258.46%; 高点至当前跌幅: -34.12%]
  📷 原图
• <a id="atom-9ff50db0caa20e52"></a>🟦 2026-06-15 X·@HiCagr · 晶圆厂产能扩张幅度 · 资本开支/供给产能
  roughly 350% fab expansion
  tags: 好数字·好信源 · → daily
  value: qty=350% · date=2026
  📷 原图
• <a id="atom-8ec6e0fa662b8049"></a>🟦 2026-06-15 X·@KawzInvests · capacity expansion · 供给产能/订单需求
  $AAOI is expanding capacity 10x and demand still outpaces supply through mid-2027.
  tags: 好数字·好信源 · → daily
  value: qty=10x
  📷 原图
• <a id="atom-ac7100d0d062e58d"></a>🟦 2026-06-14 X·@stevehou · 买入价格 · 持仓成本
  AAOI since $4
  tags: 好数字·好信源 · → daily
  value: qty=$4
  [图: Robinhood持仓界面截图，显示股票CLS的当前价格、买入均价及总收益率 — 当前价格: $395.21; 买入均价: $22.75; 总收益率: +1,637.20%]
  📷 原图
• <a id="atom-1b752f5676e9fbc8"></a>🟦 2026-06-09 X·@UncleAlpha007 · 800G transceivers business · 出货量/技术路线
  800G (transceivers)
  tags: 好数字·好信源 · → daily
  value: qty=800G
  [图: 关于AAOI公司光模块业务及CPO延迟影响的研究分析文本截图 — 800G (transceivers); $200M+ (orders for 1.6T transceivers); 400mW (narrow-linewidth lasers)]
  📷 原图
• <a id="atom-ca9a26a1429c229b"></a>🟦 2026-06-09 X·@UncleAlpha007 · 1.6T transceiver orders · 订单需求/出货量
  $200M+ (orders for 1.6T transceivers)
  tags: 好数字·好信源 · → daily
  value: qty=$200M+
  [图: 关于AAOI公司光模块业务及CPO延迟影响的研究分析文本截图 — 800G (transceivers); $200M+ (orders for 1.6T transceivers); 400mW (narrow-linewidth lasers)]
  📷 原图
• <a id="atom-9494e0a85582af81"></a>🟦 2026-06-05 X·@aleabitoreddit · revenue_forecast_H1_2027 · 业绩指引
  current company projections (eg. $AAOI $471m h1 2027)
  tags: 好数字·好信源 · → daily
  value: qty=$471m · date=H1 2027
  📷 原图
• <a id="atom-994ec92fe28fe1d3"></a>🟦 2026-05-28 X·@sean________ · InP laser capacity expansion agreement with supply chain · 供给产能_
  The vendors appear to have taken a more conservative stance, agreeing to an ~12x increase ( $AAOI )
  tags: 好数字·好信源 · → daily
  value: qty=12x · date=2025-2030
  📷 原图
• <a id="atom-165b2e139c17d29c"></a>🟦 2026-05-07 X·@aleabitoreddit · sales outlook · 业绩指引
  Significant larger growth expected starting in Q3 as capacity comes online
  tags: 好数字·好信源 · → daily
  value: qty=significant growth · date=Q3 2026
  [图: Applied Optoelectronics (AAOI) 财报新闻稿及高管讲话文本截图 — Q1 (第一季度); 100,000 units (每月800G收发器产能); fourth consecutive quarter (连续第四个季度创纪录营收)]
  📷 原图
• <a id="atom-2500a813ef02c89c"></a>🟦 2026-05-07 X·@KonradJaku11615 · 上调FY业绩指引 · 业绩指引/营收
  They raised FY guidance by $100M to $1.1B
  tags: 好数字·好信源 · → daily
  value: qty=$100M · date=FY2026
• <a id="atom-aa490737c33a460b"></a>🟦 2026-05-07 X·@KonradJaku11615 · 月化营收预期 · 营收/业绩指引
  re-affirmed $450M/month by June/July 2027
  tags: 好数字·好信源 · → daily
  value: qty=$450M · date=2027-06/07
• <a id="atom-42dec2872a175072"></a>🟦 2026-05-07 X·@KawzInvests · FY26营收指引 · 业绩指引/营收
  Management raised FY26 from $1B+ to $1.1B+ revenue
  tags: 好数字·好信源 · → daily
  value: qty=$1.1B+ · date=FY26
• <a id="atom-66c2031429657282"></a>🟦 2026-05-07 X·@KawzInvests · FY26非GAAP营业利润指引 · 业绩指引/盈利能力
  $120M+ to $140M+ non-GAAP operating income
  tags: 好数字·好信源 · → daily
  value: qty=$140M+ · date=FY26
• <a id="atom-5abb9c09b5a82d07"></a>🟦 2026-05-07 X·@KawzInvests · 营收目标内部 · 业绩指引/营收
  Thompson said internal target is $1.2B
  tags: 好数字·好信源 · → daily
  value: qty=$1.2B · date=FY26
• <a id="atom-449666c05eb454e6"></a>🟦 2026-05-07 X·@KawzInvests · 客户需求 · 订单需求
  Actual customer demand is $1.4-1.5B
  tags: 好数字·好信源 · → daily
  value: qty=$1.4-1.5B · date=FY26
• <a id="atom-07c4c35608d3447f"></a>🟦 2026-05-07 X·@KawzInvests · 月收发器运行率 · 产能/出货量
  The mid-2027 monthly transceiver run rate went from $378M to $471M
  tags: 好数字·好信源 · → daily
  value: qty=$471M · date=mid-2027
• <a id="atom-6fe0aa7896effc8d"></a>🟦 2026-05-07 X·@KawzInvests · 1.6T业务规模 · 营收预测
  1.6T alone in 2027 is a $2B+ business per Thompson
  tags: 好数字·好信源 · → daily
  value: qty=$2B+ · date=2027
• <a id="atom-7814ac67498041e3"></a>🟦 2026-05-07 X·@KawzInvests · Q3营收环比增速 · 业绩指引/营收
  Q3 guided up 60-80% sequentially
  tags: 好数字·好信源 · → daily
  value: qty=60-80% · date=Q3 2026
• <a id="atom-a12bccaa1465c166"></a>🟦 2026-05-07 X·@KawzInvests · Q4毛利率目标 · 业绩指引/毛利率
  40%+ gross margin target by Q4
  tags: 好数字·好信源 · → daily
  value: qty=40%+ · date=Q4 2026
• <a id="atom-61535b14e1413462"></a>🟦 2026-05-07 X·@KawzInvests · Q1客户数量 · 客户集中度
  Three 10%+ customers already in Q1 before the 1.6T ramp
  tags: 好数字·好信源 · → daily
  value: qty=3 · date=Q1 2026
• <a id="atom-327dbf7352208832"></a>🟦 2026-05-07 X·@KawzInvests · 客户需求超出产能 · 订单需求/产能
  customer demand 30%+ above what they can produce
  tags: 好数字·好信源 · → daily
  value: qty=30%+
• <a id="atom-607d831cd2e012b7"></a>🟦 2026-05-12 X·@IamRamenPanda · 营收增速 · 营收
  AAOI 实打实的营收疯狂增速
  tags: 好数字·好思考 · → daily
  value: direction=增长
• <a id="atom-f049778f7489b91e"></a>🟦 2026-05-28 X·@AIStockSavvy · 光学组件供应缺口预测 · 供给产能/订单需求
  Supply still expected to remain ~50% below AI-driven demand through decade-end.
  tags: 好数字·好观点 · → daily
  value: qty=~50% below AI-driven demand · date=2030
• <a id="atom-451d414ea97085af"></a>🟦 2026-06-04 X·@AppliedOpto · CEO Simon Ximen discusses supply chain risk for 1.6T transition · 供应链/产品路线图
  AOI's Simon Ximen on supply chain risk, OSFP form factor consolidation, and why optical qualification needs to run parallel to GPU procurement, not after it
  tags: 好观点·好信源 · → daily

🟥 多头 takes (bullish) (30)

• <a id="atom-23ecf3f02709f523"></a>🟥 2026-06-08 X·@DrNHJ ⭐ · 隐含收入与毛利率测算 · 营收预测/毛利率
  평균 판매 단가(ASP) 500달러를 기준으로 보면... 즉, 1억 2천만 달러를 투자해 연간 6억 달러의 매출을 35~40%의 매출 총이익률로 창출하는 셈
  tags: 好数字·好思考 · → daily
  value: qty=ASP $500 → $600M revenue at 35-40% GM · date=2026-06-09
• <a id="atom-7ff4376b3f664640"></a>🟥 2026-06-10 X·@DrNHJ · 股价动态 · 价格动态
  월간 상승률 3~4%대에서 6~8%대로 확대
  tags: 好数字·好观点 · → daily
  value: direction=up
  [图: 历史牛市与泡沫时期（如狂飙20年代、互联网泡沫、FANG、AI周期）的股市累计涨幅走势对比图 — 强势市场起点 = 100; 互联网泡沫最高点接近 = 800; 纵轴最大值 = 800; 横轴时间跨度 = T到T+7Y]
  📷 原图
• <a id="atom-82d6094e842a8975"></a>🟥 2026-06-08 X·@DrNHJ · 未来毛利率目标 · 毛利率
  향후 몇 년 내에 매출 총이익률(Gross Margin) 35%를 달성할 수 있는 확실한 경로가 보이는 것 같습니다
  tags: 好数字·好观点 · → daily
  value: qty=35% · date=2027/2028
• <a id="atom-3a219987b98f1219"></a>🟥 2026-05-28 X·@DrNHJ · 市场份额预测 · 市场份额/营收规模
  시장 점유율을 기존 5% 미만에서 10% 수준까지 확대할 것으로 예상됩니다
  tags: 好数字·好观点 · → daily
  value: qty=10% · date=预测期
• <a id="atom-fd4966b56a606238"></a>🟥 2026-05-07 X·@KawzInvests · Q4营收预测 · 营收预测
  If Q2 hits the $189M midpoint, Q4 alone exceeds all of FY25
  tags: 好数字·好思考 · → daily
• <a id="atom-b76d42b3c1cab2e0"></a>🟥 2026-06-10 X·@AIStockSavvy · Raymond James 认为年化每股收益潜力 · 盈利能力
  annualized EPS could reach $11-$12, a realistic bull case
  tags: 好数字·好观点 · → daily
  value: qty=$11-$12
  📷 原图
• <a id="atom-6d04469d05df69f3"></a>🟥 2026-05-07 群 [老化中] · FY27 营收指引 · 营收指引/长期增长
  AAOI FY27 营收指引上调至 $6B
  tags: 好数字 · → daily
  value: amount=$6B
• <a id="atom-ce33f3e5c610a342"></a>🟥 2026-05-07 群 [老化中] · Q4 毛利率指引 · 毛利率指引/盈利改善
  AAOI Q4 毛利率指引达 40%
  tags: 好数字 · → daily
  value: percentage=40%
• <a id="atom-a8dd52e0573c3e39"></a>🟥 2026-07-02 X·@aleabitoreddit · 季度营收预测 · 营收预测
  $AAOI ... projecting $1.4B/quarterly revenue ending H1 2027
  tags: 好数字·好观点 · → daily
  value: qty=$1.4B · date=2027年H1底
• <a id="atom-6f88ebb5fb2d7904"></a>🟥 2026-06-22 X·@aleabitoreddit · 收入增长预测 · 营收增长
  If $AAOI hits projections, that’s over 800%+ Y/Y growth
  tags: 好数字·好观点 · → daily
  value: qty=800%+ · date=Y/Y
• <a id="atom-cf5995f92b6e8e1f"></a>🟥 2026-06-13 X·@DrNHJ ⭐ · 数据中心光通信转型受益 · 技术路线/数据中心算力
  광통신으로의 전환: 전력 효율이 높고 신호 감쇠가 적은 광통신 기술은 이제 선택이 아닌 필수가 되었습니다. 특히 CPO 기술은 초기 비용이 높지만, 향후 2~3년 내에 보급 속도가 급격히 빨라질 것으로 예상됩니다.
  tags: 好观点·好思考 · → daily
  value: direction=bullish · date=future
• <a id="atom-bbe22d2789aa03b6"></a>🟥 2026-06-07 X·@aleabitoreddit · 激光fab产能建设金额与节奏 · 资本开支/产能建设
  If you're doing a $600m ATM to build out laser fab capacity with $AAOI for $471m / month H1 2027 (at lower MC ranges), then that's accretive.
  tags: 好数字·好观点 · → daily
  value: qty=600000000 · currency=USD · date=H1 2027
• <a id="atom-3f7560918e6071f0"></a>🟥 2026-05-30 X·@MMMTwealth · 月营收预测 · 营收预测
  Mid-2027: $471 per month in revenue
  tags: 好数字·好观点 · → daily
  value: qty=$471 · date=mid-2027
  📷 原图
• <a id="atom-4a3dabb4045632ae"></a>🟥 2026-05-30 X·@MMMTwealth · 2028年营收预测 · 营收预测
  Fair to assume 2028 could be ~$6B (when added in CATV revenue as well)
  tags: 好数字·好观点 · → daily
  value: qty=$6B · date=FY2028
  📷 原图
• <a id="atom-ad87762e46b343c4"></a>🟥 2026-05-29 X·@aleabitoreddit · 2027年营收预测 · 营收预测
  $AAOI due to absurd H1 2027 revenue projections from capacity ramp, doing everything from laser fab to assembly in America. $471M/month… that’s in 2027, the TAM increases exponentially in 2028.
  tags: 好数字·好观点 · → daily
  value: qty=$471M/月 · date=H1 2027
• <a id="atom-747d43c14bd3b384"></a>🟥 2026-05-29 X·@aleabitoreddit · 市价预测 · 市值预测
  $AAOI - $70B MC
  tags: 好数字·好观点 · → daily
  value: qty=$70B · date=1年后
• <a id="atom-9259c3558177a57e"></a>🟥 2026-05-28 X·@aleabitoreddit · H1 2027 营收预测 · 营收预测
  If they’re projecting $471M in H1 2027… that’s absurd ramp.
  tags: 好数字·好观点 · → daily
  value: qty=$471M · date=H1 2027
  [图: Applied Optoelectronics Inc (AAOI) 的股价历史走势图 — 当前股价: 170.57 USD; 过去一年涨幅: +866.40%; 市值 (Mkt cap): 13.62B; 2025年12月9日股价: 30.38 USD; 今日开盘价: 181.00 USD]
  📷 原图
• <a id="atom-16978f2fe9574e5e"></a>🟥 2026-05-08 X·@aleabitoreddit [老化中] · 毛利率预估 · 毛利率
  absurd ramp (off ~34-40% est. gross margins)
  tags: 好数字·好观点 · → daily
  value: qty=34-40% · date=2026-2027
  📷 原图
• <a id="atom-b10ae835e40e5116"></a>🟥 2026-05-08 X·@MMMTwealth · FY28营收估算 · 营收预测
  FY28 revenue should be at least $5.62B
  tags: 好数字·好观点 · → daily
  value: qty=$5.62B · date=FY28
  [图: Applied Optoelectronics Inc (AAOI) 的一日股价走势及盘前交易数据图 — 最新股价: 157.55 USD; 今日跌幅: -20.99 (-11.76%); 盘前价格: 167.99 USD (+6.63%); 前一日收盘价: 178.54 USD]
  📷 原图
• <a id="atom-21750bac78b2ee99"></a>🟥 2026-05-08 X·@MMMTwealth · 营收CAGR · 营收增长
  revs would be growing at 131% CAGR.
  tags: 好数字·好观点 · → daily
  value: qty=131%
  [图: Applied Optoelectronics Inc (AAOI) 的一日股价走势及盘前交易数据图 — 最新股价: 157.55 USD; 今日跌幅: -20.99 (-11.76%); 盘前价格: 167.99 USD (+6.63%); 前一日收盘价: 178.54 USD]
  📷 原图
• <a id="atom-e8cd7297113e5875"></a>🟥 2026-05-08 X·@DrNHJ · Rosenblatt 目标价 · 评级目标价
  로젠블랫(Rosenblatt), $AAOI, 투자의견 '매수(Buy)'를 유지하며, 목표 주가를 기존 140달러에서 220달러로 상향
  tags: 好数字 · → daily
  value: qty=220 · currency=USD · direction=up
• <a id="atom-e9399d70ce98ed00"></a>🟥 2026-05-08 X·@DrNHJ · 2027年预期营收 · 营收增长
  2027년 매출이 200% 이상 성장하여 35억 달러에 달할 것으로 전망
  tags: 好数字 · → daily
  value: qty=3.5E9 · currency=USD · date=2027年
• <a id="atom-0a1c2cd41a68fbb4"></a>🟥 2026-05-08 X·@DrNHJ · 生产能力利用率 · 供给产能
  회사가 예상하는 전체 생산 능력의 약 절반 수준에 불과
  tags: 好数字 · → daily
  value: qty=50% · direction=below
• <a id="atom-71985d6d5521fd99"></a>🟥 2026-05-07 群 · 估值 · 估值
  AAOI 对应 2x P/S 估值极低
  tags: 好数字 · → daily
  value: multiple=2x P/S
• <a id="atom-ea5190fd00ebd476"></a>🟥 2026-06-26 X·@joedab12 · Rosenblatt目标价 · 评级目标价
  AAOI目标价: $220
  tags: 好数字 · → daily
  value: qty=$220
  [图: 卖方分析师关于光通信及网络设备板块的会议纪要与个股评级推荐截图 — AAOI目标价: $220; COHR目标价: $425; VIAV目标价: $70; LITE目标价: $1300; CIEN目标价: $350]
  📷 原图
• <a id="atom-171c810633e28a0e"></a>🟥 2026-06-24 X·@babyfolio · 买入时机 · 仓位情绪
  buy stocks when they're red
  tags: 好观点·好思考 · → daily
• <a id="atom-e9eae2289b6eab67"></a>🟥 2026-06-16 X·@aleabitoreddit · laser capacity scarcity · 供给产能/订单需求
  They have scarce laser capacity that $AMD and other hyperscalers are looking for.
  tags: 好观点·好思考 · → daily
• <a id="atom-75059cc309dfb0af"></a>🟥 2026-06-15 X·@aleabitoreddit · thèse sur les neoclouds · 订单需求/数据中心算力
  I’ve written a thesis on these 3 themes early on: Neoclouds
  tags: 好观点·好思考 · → daily
• <a id="atom-4702e81f0b638abe"></a>🟥 2026-06-10 X·@AIStockSavvy · Raymond James 目标价 · 评级目标价
  maintains PT at $160
  tags: 好数字 · → daily
  value: qty=$160
  📷 原图
• <a id="atom-f1367b23787d8016"></a>🟥 2026-05-27 X·@aleabitoreddit · AAOI 潜在重估条件 · 估值/业绩指引
  if we see $MSFT Maia ramp up and $AMZN Trainium ramp up, expect $AAOI to rerate.
  tags: 好观点·好思考 · → daily
  [图: Applied Optoelectronics Inc (AAOI) 股票日内走势及盘后交易价格图表 — 收盘价: $39.10; 今日涨幅: +24.82%; 今日涨跌额: +7.77; 盘后价: $38.90; 前一日收盘价: $31.32]
  📷 原图

🟥 空头 takes (bearish) (30)

• <a id="atom-a466e41f065a6add"></a>🟥 2026-06-25 X·@UncleAlpha007 [老化中] · LEAPS 期权价格相对于股价的比例 · 仓位情绪
  LEAPS were trading at 75% of stock price (which is insane, you’re way better off buying the stock)
  tags: 好数字 · → daily
  value: qty=75% · date=2026-06-25
• <a id="atom-65e315a71e6659e2"></a>🟥 2026-06-16 X·@aleabitoreddit · ATM offerings · 融资/仓位情绪
  there might be active $600M ATMs that get tapped into at random times.
  tags: 好数字 · → daily
  value: qty=$600M
• <a id="atom-f8bfbd8a8d899d70"></a>🟥 2026-05-28 X·@ShanghaoJin · 跌了 · 价格动态
  我知道为啥AAOI都跌了 😂
  tags: 好数字 · → daily
• <a id="atom-3a6b38737ef5a084"></a>🟥 2026-06-18 X·@HiCagr · 投资仓位变化 · 仓位情绪
  everyone who was bullish on $AAOI is now exiting their positions
  tags: 好观点·好问题 · → daily
• <a id="atom-d6b1b243b8af14fd"></a>🟥 2026-06-09 X·@aleabitoreddit · 2029年后可插拔收入可能被蚕食 · 营收/竞争格局
  But maybe past 2029, we’ll likely see some pluggable revenue be cannablized
  tags: 好思考 · → daily
  value: date=post 2029
• <a id="atom-746af5e3434ae0a7"></a>🟥 2026-05-11 X·@StockMKTNewz [老化中] · Jim Cramer 不建议买入 · 仓位情绪
  Jim Cramer was just asked about Applied Optoelectronics $AAOI stock on CNBC: “I don’t recommend buying these stocks up here. They’re all parabolic, and that’s going to be not good for the market.”
  tags: 好信源 · → daily
  📷 原图
• <a id="atom-6c6db88db7e957f3"></a>🟥 2026-05-07 群 · 光模块市场第四供应商地位 · 竞争格局/市场地位
  AAOI 作为第四供应商地位尴尬
  tags: 好观点 · → daily
• <a id="atom-c2b5f79d2a1a55b3"></a>🟥 2026-06-30 X·@IamRamenPanda · 游资意图控盘 · 仓位情绪/竞争格局
  不用多想，香港的游资跑去这只股票想当野庄了吧，否则为什么选AAOI不选其他光票呢？他们认为AAOI能控盘？
  tags: 好思考 · → daily
• <a id="atom-c4cbb9d5e9fe30f5"></a>🟥 2026-06-25 X·@aleabitoreddit · 股价下跌原因 · 风格轮动
  Looks like photonics theme selloff combined with macro drop with $AAOI.
  tags: 好思考 · → daily
• <a id="atom-45ec6f19617cdd65"></a>🟥 2026-06-13 X·@TomSzczypka · 激光芯片供应限制 · 供给产能
  $AAOI Demand is not the issue; laser/EML/InP component supply is. If AAOI cannot secure enough laser chips, capacity ramp can slow.
  tags: 好思考 · → daily
  value: qty= · date=
• <a id="atom-0980050b2f62cdb6"></a>🟥 2026-05-02 X·@ChartingU [老化中] · 估值担忧 · 估值
  concerned in light of this wild run expectations are being front run & at some point just meeting or slightly beating them won't be enough wrt valuation.
  tags: 好思考 · → daily
• <a id="atom-d6000513d4308989"></a>🟥 2026-06-30 X·@IamRamenPanda · 散户抱团买入 · 仓位情绪
  _中国人扎堆冲的股票一般结局都不太好

今天才知道AAOI这只股票在香港非常火，因为不少香港机构拿了AAOI这只股票做了很多产品卖给散户_

tags: 好观点 · → daily

• <a id="atom-a467b9fc5048a05b"></a>🟥 2026-06-30 X·@IamRamenPanda · 结局不乐观 · 仓位情绪
  这股票，我不会再碰了，它的结局一定是悲伤的
  tags: 好观点 · → daily
• <a id="atom-5c209b934068d37d"></a>🟥 2026-06-29 X·@RYANHINGSHING · CEO执行力 · 管理层表态
  不過我很懷疑 $AAOI's Dr. Lin執行力
  tags: 好观点 · → daily
• <a id="atom-f2be3e9aa7542ab1"></a>🟥 2026-06-29 X·@Biz_zatukora · ダウントレンド入り · 价格动态
  光の３強LITE AAOI AXTI が揃ってダウントレンド入りしてるの見ると手が出ない
  tags: 好观点 · → daily
  value: direction=下げ
• <a id="atom-8d78594252aaa1d3"></a>🟥 2026-06-26 X·@ShanghaoJin · 技术对比中际旭创 · 技术路线/竞争格局
  他跟中际旭创的区别是：技术不如中际旭创
  tags: 好观点 · → daily
• <a id="atom-48edcdf16103a78b"></a>🟥 2026-06-24 X·@InvestmentGuru_ [老化中] · 利润率承压加内部人卖出加分析师下调预期 · 毛利率/仓位情绪/评级目标价
  margin pressure combined with insider selling while analysts are pulling back expectations is a combination that tends to weigh heavily on a stock still searching for a floor
  tags: 好观点 · → daily
• <a id="atom-053d906cccfaac25"></a>🟥 2026-06-24 X·@aleabitoreddit · brought down with the theme · 价格动态
  AAOI, probably just brought down with the theme.
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-4025a05d0227efcc"></a>🟥 2026-06-17 X·@MoMoMacro · 规模与生产能力比较 · 供给产能/竞争格局
  Doubt $AAOI's got the juice for that – $LITE and $COHR are operating at a totally different scale.
  tags: 好观点 · → daily
  value: direction=below
• <a id="atom-0d3ba6c367d7482d"></a>🟥 2026-06-16 X·@midcurvemuggle · 资本开支风险 · 资本开支
  Its sitting on a capex bomb
  tags: 好观点 · → daily
• <a id="atom-a2272f63925f1d11"></a>🟥 2026-06-11 X·@WealthCode99978 · 增速高但产能受限 · 供给产能/订单需求
  做光学引擎的公司（AAOI）— 虽然增速高，但产能受限，不能满足客户。
  tags: 好观点 · → daily
• <a id="atom-3884e4e405e08039"></a>🟥 2026-05-29 X·@labubu_trader · 本周损失 · 仓位情绪
  It's a really tough week for $AAOI
  tags: 好观点 · → daily
• <a id="atom-c82144879a72ee9f"></a>🟥 2026-05-28 X·@aleabitoreddit · ATM 发行 · 融资
  the $600M ATM is a short term overhang
  tags: 好观点 · → daily
  value: qty=$600M · date=
  [图: Applied Optoelectronics Inc (AAOI) 的股价历史走势图 — 当前股价: 170.57 USD; 过去一年涨幅: +866.40%; 市值 (Mkt cap): 13.62B; 2025年12月9日股价: 30.38 USD; 今日开盘价: 181.00 USD]
  📷 原图
• <a id="atom-d744de79edf687f6"></a>🟥 2026-05-13 X·@RYANHINGSHING · 管理层预期打很满 · 管理层表态
  管理层每一句话都是decent的,但预期打很满, 容易miss expectation
  tags: 好观点 · → daily
• <a id="atom-a5125579fa89b7bc"></a>🟥 2026-05-08 X·@regardedalpha · 管理层可信度质疑 · 管理层表态
  Management has said they will be curing cancer for years now. This is no different
  tags: 好观点 · → daily
• <a id="atom-13debd7e47c0a9ba"></a>🟥 2026-05-07 X·@qlfwjd2169459 [老化中] · 管理层指引过高被质疑 · 业绩指引/管理层表态
  Am I the only one that's skeptical of this management? I have a feeling they set the bar too high.
  tags: 好观点 · → daily
  value: direction=too high
• <a id="atom-e26d8e34ac8e0970"></a>🟥 2026-05-07 X·@bubbleboi [老旧] · 价格走势 · 价格动态
  AAOI being sold off hard.. interesting !
  tags: 好观点 · → daily
  value: direction=下跌
• <a id="atom-78f9f01c783f86f1"></a>🟥 2026-05-07 X·@labubu_trader · 业绩表现判断 · 订单需求
  All channel checks already pointed to a mediocre prints
  tags: 好观点 · → daily
• <a id="atom-b6fb1f6ea9ce78b5"></a>🟥 2026-05-07 X·@equityclimb1 [老化中] · 供应链约束 · 供应链
  Supply chain constraint
  tags: 好观点 · → daily
• <a id="atom-8a3401585cfade5c"></a>🟥 2026-05-07 X·@bubbleboi [老化中] · client_customer_relation_status · 客户关系
  AAOI was exaggerating customer relationships, engaging in channel stuffing, and selling equity every time they pumped their own stock.
  tags: 好观点 · → daily
  📷 原图

🟥 中性 takes (neutral) (20)

• <a id="atom-4dedca13723f0f6b"></a>🟥 2026-06-11 X·@DrNHJ ⭐ · 扮演互联瓶颈角色 · 互联瓶颈/硬件瓶颈
  4대 하드웨어병목: 인터커넥트 (Interconnect) $AAOI
  tags: 好观点·好思考 · → daily
  📷 原图
• <a id="atom-03253a6ef6d6a83c"></a>🟥 2026-06-23 X·@EhrmantrautCap_ [老化中] · 当前交易价格/ARR倍数 · 估值/价格动态
  $AAOI is now trading near 2x mid-2027 ARR.
  tags: 好数字 · → daily
  value: qty=2x · date=mid-2027
  [图: Applied Optoelectronics, Inc. (AAOI) 股票日内走势图 — 当前股价: 148.38; 价格下跌: -22.85; 跌幅: -13.35%]
  📷 原图
• <a id="atom-d0af1b99579f5715"></a>🟥 2026-06-22 X·@aleabitoreddit · 年化营收估值 · 营收估值
  $5.6B revenue annualized off $12.8B MC
  tags: 好数字 · → daily
  value: qty=$5.6B · date=annualized
• <a id="atom-9d6d57386993f5d1"></a>🟥 2026-05-31 X·@michaelsikand · forward PE estimated by user is 20-30 on 2027 · 评级目标价
  Last I ran the numbers the forward PE would be like 20-30 on 2027 but this is off my head atm.
  tags: 好数字 · → daily
  value: qty=20-30x · date=2027
• <a id="atom-dbc441cc2adeba67"></a>🟥 2026-06-30 X·@RYANHINGSHING · 香港基金抱团买入 · 仓位情绪/资本开支
  上年开始，一堆香港fund managers抱团买AAOI
  tags: 好信源 · → daily
• <a id="atom-84eb8d73ffba710b"></a>🟥 2026-06-17 newsletter·Wolfe Research · 执行风险是核心争议 · 产能/执行风险
  Wolfe believes the investment debate is no longer demand but whether AAOI can successfully scale manufacturing, laser production, and Sugar Land facility quickly enough
  tags: 好思考 · → daily
  value: description=能否成功扩大制造、激光器生产和Sugar Land工厂产能
• <a id="atom-274256080edfdf5f"></a>🟥 2026-06-04 X·@aleabitoreddit · 与AMD和Nvidia有传闻中的接触 · 合作客户
  analyst rumors of $AAOI conversations with $AMD / $NVDA
  tags: 好信源 · → daily
  📷 原图
• <a id="atom-d4da38a4940e8a04"></a>🟥 2026-05-03 X·@beauty_oe [老化中] · 決算注目点 · 出货量/盈利能力
  800G／1.6T出荷進捗、受注残、テキサス工場の増産、利益率
  tags: 好思考 · → daily
  value: qty= · date=
• <a id="atom-fd2a53092e506d7a"></a>🟥 2026-05-02 X·@AndyTechTrends [老化中] · 执行验证需求 · 管理层表态
  True but again it’s just words. Need to see it play out.
  tags: 好思考 · → daily
• <a id="atom-ffa85d95dd409f06"></a>🟥 2026-06-27 X·@ShanghaoJin · 股价200时是否在推荐列表 · 仓位情绪
  我从来没说过200的AAOI在list里
  tags: 好观点 · → daily
  value: qty=200
• <a id="atom-f96d11cab7cc1b7f"></a>🟥 2026-06-27 X·@beauty_oe · 高波动性板块 · 价格动态
  もともとボラが高いセクターだから
  tags: 好观点 · → daily
• <a id="atom-5e4e39b31dc0f623"></a>🟥 2026-06-24 X·@AtlasShrug1 · 关键支撑位 · 价格动态
  $AAOI on a decisive close below 143.50.
  tags: 好观点 · → daily
  value: qty=$143.50 · date=当前
• <a id="atom-070594a4a6e3b27a"></a>🟥 2026-06-20 X·@InvestmentGuru_ · 股价从$158涨到$193后表现像高beta成长股 · 价格动态/仓位情绪
  That’s the volatility profile of a high-beta growth name reacting to real catalysts — which cuts both ways for risk management
  tags: 好观点 · → daily
• <a id="atom-e1681374449e0c35"></a>🟥 2026-06-05 X·@semidoped · 光模块趋势转变 · 技术路线
  AAOI notes a shift in optical transceivers
  tags: 好观点 · → daily
• <a id="atom-3ca8f27de8986787"></a>🟥 2026-05-31 X·@stock_logging · stock was watched but not bought · 仓位情绪
  I was watching both stocks, and I failed to pull the trigger on both.
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-17cf271341d50bf0"></a>🟥 2026-05-31 X·@aleabitoreddit · forward PE from screener websites is off · 评级目标价
  I don't know who calculates those forward p/e's on the screener websites but they're all extremely off.
  tags: 好观点 · → daily
• <a id="atom-3bc47bb3601ff60b"></a>🟥 2026-05-31 X·@michaelsikand · forward PE on online sites does not match Dr. Lin's numbers · 评级目标价
  i'm not sure the forward PE on online sites matches Dr. Lin's numbers.
  tags: 好观点 · → daily
• <a id="atom-9b1fc271a095172a"></a>🟥 2026-05-31 X·@aleabitoreddit · requires own calculation for forward PE for hypergrowth names · 评级目标价
  You would need to calculate your own fwd P/E ratios with hypergrowth names like $AAOI or $SNDK.
  tags: 好观点 · → daily
• <a id="atom-fab28e4d11aa07c4"></a>🟥 2026-05-24 X·@R1chardMaur1ce [老旧] · 当前走势被作者视为动量交易 · 仓位情绪
  I see them as momentum plays for now
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-7ad05ecc59a0234e"></a>🟥 2026-05-18 X·@aleabitoreddit · AI空间周一正常回调 · 仓位情绪
  Just your normal Monday correction in the AI space from $NBIS to $LITE to $AAOI?
  tags: 好观点 · → daily
  📷 原图

🟦 新闻流 (squawk · 6)

⏱ 时间轴 (近 20)

• 🟦 2026-07-03 · fact · early_investor_recognition · → daily
• 🟦 2026-07-03 · position · 在作者投资组合中占较大集中度 · → daily
• 🟦 2026-07-03 · fact · 当前股价 · → daily
• 🟥 2026-07-02 · position · 持仓变动 · → daily
• 🟥 2026-07-02 · forecast · 预期回报倍数 · → daily
• 🟦 2026-07-02 · fact · 股价下跌 · → daily
• 🟦 2026-07-02 · fact · 当前股价距历史高点跌幅 · → daily
• 🟥 2026-07-02 · forecast · 季度营收预测 · → daily
• 🟦 2026-07-02 · fact · 当前市值 · → daily
• 🟦 2026-07-02 · fact · 产能供应地位 · → daily
• 🟦 2026-07-02 · fact · 客户关系 · → daily
• 🟦 2026-07-02 · fact · 单日涨幅 · → daily
• 🟦 2026-07-02 · fact · 股价日内跌幅 · → daily
• 🟦 2026-07-02 · fact · 持仓成本 · → daily
• 🟦 2026-07-01 · fact · 产品用途 · → daily
• 🟥 2026-06-30 · narrative · 散户抱团买入 · → daily
• 🟥 2026-06-30 · narrative · 游资意图控盘 · → daily
• 🟥 2026-06-30 · position · 结局不乐观 · → daily
• 🟥 2026-06-30 · fact · 香港基金抱团买入 · → daily
• 🟦 2026-06-30 · narrative · Rosenblatt top pick for 2H 2026 · → daily

📊 板块级信号 · 光模块 (18)

*以下是 光模块 板块的信号 (AAOI 是成员), 非直接针对 AAOI — 供板块上下文参考*

📊 板块级信号 · 光模块板块 (8)

*以下是 光模块板块 板块的信号 (AAOI 是成员), 非直接针对 AAOI — 供板块上下文参考*

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