Serenity（白毛股神）@aleabitoreddit发帖2026-07-10

Rosenblatt认为光学板块近期因CPO延迟报告和中国产能担忧而走弱是暂时的，做空者计划平仓并将于2027年重新买入光学股以迎接CPO规模化。

Rosenblatt认为光学板块近期因CPO延迟报告和中国产能担忧而走弱是暂时的，做空者计划平仓并将于2027年重新买入光学股以迎接CPO规模化。

“Rosenblatt on recent optical sector weakness from $AAOI to $LITE: "Stocks in the Optical sector have traded poorly for the last 1-2 months" due to CPO delay reports and China capacity scares. "We think short sellers... do not actually strongly believe in the thesis." Multiple short sellers told them they will likely close their positions... late July and early August. Further, they say they plan to buy Optical stocks in 2027 for the scale up CPO opportunity. Hilarious report on laser weakness, read is very positive for $SIVEF, $COHR, and others moving forward. I've been long on CPO sector, but seems like institutions want entry points, just a bit later on.”