Serenity（白毛股神）@aleabitoreddit发帖2026-05-28

光模块供给是下一个挤压点

认为 800G→1.6T 升级在光模块层面是供给约束，机构轮动前存在不对称机会。

“800G → 1.6T transition is a transceiver supply problem, not a demand problem. $AAOI and $SIVE are the names with the cleanest asymmetric setup before institutional rotation.”