Serenity（白毛股神）@aleabitoreddit发帖2026-08-07

AAOI财报显示DSP和TIA组件供应瓶颈，利好MXL、SMTC和MTSI。公司预计Q4收入超5亿美元，较Q3的约2.55-2.9亿美元和Q2的1.919亿美元大幅增长，目标到20

AAOI财报显示DSP和TIA组件供应瓶颈，利好MXL、SMTC和MTSI。公司预计Q4收入超5亿美元，较Q3的约2.55-2.9亿美元和Q2的1.919亿美元大幅增长，目标到2027年中实现季度营收运行率14.1亿美元。

“Some more TLDR takeaways from $AAOI ER: - They also flagged DSP and TIA bottlenecks, which is a positive industry read through for names like $MXL, then $SMTC and $MTSI. - For revenue growth, they're expecting more than $500 million revenue Q4, which is absurd growth. For reference: Q2: $191.9M Q3: ~$255M-$290M Q4: $500M+ By mid-2027: ~$1.41B quarterly revenue run-rate Always impressed by the revenue ramp from some of these optical players.”