🐦 推特SerenityV1 · 实盘可交易 · 做多市场:美股把握 3/10
北京时间·🕒 发布 04-10 17:23:00时区推断·⟳ 抓取 06-03 20:38:20回填·⚡ 决策 06-17 08:19:38·132.7 天前
KOL推演光模块需求溢出，看好AAOI 800G/1.6T产能及400亿市值目标
📄 原文Serenity↗ 原文
I'm not sure people understand yet: $LITE backlog order fill into 2028 signals extreme demand. And a lack of capacity.…
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
怎么买 限价买入 不高于昨收 +5%、仅下一个交易日，不成交作废
怎么卖 止盈 +10%(半仓)/+20%(清仓) · 止损 -8% · 时间止损 3日
失效/反转 开盘跳空>10%直接放弃 / 公司后续澄清产能或客户认证不及预期
不做 LITE.US
仅作为行业需求背景提及，无独立新催化剂，且大盘股对单条推文无弹性
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
成交明细
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原文全文
展开原文 · 539 字
I'm not sure people understand yet:
$LITE backlog order fill into 2028 signals extreme demand. And a lack of capacity.
Then by second order effect of hyperscaler demand spillover:
Guess who is projected to have the largest 800G/1.6T capacity in America?
$AAOI.
They fab their own inp lasers, design their own transceivers, and assemble it.
If $AAOI can execute on capacity ramp, that likely all translates into revenue due to everything being sold out.
My $40B MC price target from $5B is starting to look more and more likely?
$LITE backlog order fill into 2028 signals extreme demand. And a lack of capacity.
Then by second order effect of hyperscaler demand spillover:
Guess who is projected to have the largest 800G/1.6T capacity in America?
$AAOI.
They fab their own inp lasers, design their own transceivers, and assemble it.
If $AAOI can execute on capacity ramp, that likely all translates into revenue due to everything being sold out.
My $40B MC price target from $5B is starting to look more and more likely?
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