帖子讨论了Rosenblatt在光学股票上的渠道调研，对AAOI、LITE和SIVE给出看涨信号，预计7月底至8月初空头回补推动反弹。同时指出其可能误判了AAOI在AMD第一代CP
帖子讨论了Rosenblatt在光学股票上的渠道调研，对AAOI、LITE和SIVE给出看涨信号，预计7月底至8月初空头回补推动反弹。同时指出其可能误判了AAOI在AMD第一代CPO中的角色，但认可其关于中国CPO激光器落后2-3年的观点，并与AAOI财报一致。
“I usually make fun of sellside, but Rosenblatt has pretty goated channel checks on optical names, and their reports are one of the few I like talking about. $AAOI, $LITE, $SIVE, and the laser party has started to recover around the est. timing windows. eg. last month: "Multiple short sellers told them they will likely close their positions... late July and early August". They might have missed that they believed $AMD would be $AAOI's first CPO customer... since AAOI said they would be missing from first-gen CPO (maybe future gen?) But lot of their talking points about China CPO laser positioning (eg. 2-3 years behind) got corroborated word-for-word from AAOI earnings today.”原帖：X / @aleabitoreddit ↗