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← @jimmyhuli

$AAOI

BEARISH2026-08-06
Price around the call
↓ 2026-08-06
By horizon✓ hit-16.8%
1d
✓ -2.0%
5d
✗ +10.4%
21d
✓ -16.8%
Original post
Jimmy狐狸 · 2026-08-06

$AAOI 基本 inline,管理层基本也回答了我关心的问题 - 营收 $191.9M vs est. $190.48M - EPS $0.06 vs est. 0.02 - 800G 持续放量,QoQ +100% 仍然维持了很激进的 26H2、27 年的营收目标 - Q3 营收 $275.5M vs est. $264.56M 提到了 1.6T 需求强劲,但是没有给具体的数字与 timeline?1.6T 会是未来主力,现在还没有看到确定性,这会是以后需要关注的重点 AAOI 的 thesis 一直都是看 26H2、27年放量的,Q1 和 Q2 只是开胃菜而已。所以我会一直拿着,现在看到财报大家也可以安心了,本次财报表现,比上一季的 double miss 已经强了很多!

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