LITE

SSerenityLILITEBUYM-term · Medium-term · LeaningAAAAOIBUYM-term · Medium-term · Leaning585802.TBUYM-term · Medium-term · Leaning2026-10-09

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.

牛牛顿师兄LILITEBUYM-term · Medium-term · Leaning2026-10-07

光通信行情疯狂的时候资金都会涌向更垂直的故事，所以AIT是最借的龙头，弹性跟其他光通信公司完全不一样。

牛牛顿师兄LILITEBUYS-term · Short-term · Leaning2026-10-03

光模块最近走得比较强,然后呢LIT已经快突破钱高了,强势公司会一直强势。