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Serenity(白毛股神)
Serenity (@aleabitoreddit)Serenity(白毛股神)@aleabitoreddit发帖2026-08-10

作者批评巴伦周刊聘用毫无经验的作者报道AAOI,暗示该股被误解并被不公平地贴上‘迷因股’标签,尽管它在光学供应链中有实际业务。

作者批评巴伦周刊聘用毫无经验的作者报道AAOI,暗示该股被误解并被不公平地贴上‘迷因股’标签,尽管它在光学供应链中有实际业务。

Be Barrons: - Wants to write about optical supply supply chains like $AAOI - Hiring DPT: who needs engineers to write about this something this simple? Let’s find underpaid political philosophy backgrounds. - proceeds to find a new hire from nonprofit communication consulting - first day on job: gets paid to model revenue ramp/margins projections, CW laser bottlenecks, internal capacity - New hire: “I don’t understand this sht”, “looks like a memestock” Barrons: “Memestock? looks like our next article, I don’t understand either”.
原帖X / @aleabitoreddit

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作者指出巴伦周刊在不了解基本面(如CW激光瓶颈、产能)的情况下将AAOI斥为‘迷因股’,暗示可能存在错误定价或被低估。

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