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Jabil Inc. · TradingView
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。
2026-10-03 – 2026-10-09
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I actually thought $JBL earnings were great. If you disagree with how markets reacted, that usually means there's a buying opportunity.
Recent drafted ban on new optical transceivers coming from Innolight and others, increase weight on players like AAOI, $SIVE / $JBL, $LITE, $COHR for their 1.6T+ programs as well.
Positive for SiPH penetration eg. $SIVE / $JBL, since this shifts away from EML toward CW.