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3 atoms · 跨 3 天 · 首见 2026-05-07 · 最近 2026-06-18

三色: 🟦 fact 3 · 🟥 take 0 · stance ▲0/▼1/◆0

来源: X 3

时态: fresh:3

标签: 好观点:1 · 好信源:1 · 好思考:1 · 好数字:1

预测 (forecast) (1)

• 2026-05-07 · InP 激光制造产能短缺将持续并加剧
  We see shortage of indium phosphide laser manufacturing capacity across the industry right now, and we think that's going to persist and even get more acute with the advent of ELSFP.
  tags: 好观点·好信源 · → daily

事实 (fact) (2)

• 2026-06-18 · B2B订单出货比率
  第二季度B2B订单出货比: 1.4-1.6x
  tags: 好数字 · → daily
  value: qty=1.4-1.6x · date=2026Q2
• 2026-05-23 · 现金流状态
  A protracted period of weak demand, rising expenses and global overcapacity have drained cash flows
  tags: 好思考 · → daily
  value: direction=drained

时间轴 (近 20)

• 2026-06-18 · fact · B2B订单出货比率 · → daily
• 2026-05-23 · fact · 现金流状态 · → daily
• 2026-05-07 · forecast · InP 激光制造产能短缺将持续并加剧 · → daily

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