AAOI
Applied Optoelectronics, Inc. · TradingView
- 最新收盘
- $105.90
- +227.2% 自 2025-10-09
- 观点
- 143
- 观点倾向
- 看多 140看空 3
行情与观点
- 看多
- 看空
- 双向
美元 · 头像标出博主观点：绿圈看多、红圈看空、黄圈多空皆有
非交易日观点标记在下一个交易日。
观点概览
2026-10-03 – 2026-10-09
看空 (0)
该周期暂无看空观点。
From our perspective, "Completely Sold Out, there's no end in sight". With hyperscaler demand visibility into 2030, 2031, the implications are enormous for laser suppliers adding capacity like Sumitomo Electric and $AAOI.
Somehow ends a 3-5 year laser shortage with $AAOI or memory shortage with $MU? Hint: it doesn’t.
Given the stock was really under a hundred bucks, I think we can get back to 200, and we're already on the way faster than I thought.
