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$AAOI

看多2026-05-14
喊单前后价格走势
2026-05-14
各周期结果成熟中 · 约 0 个交易日后揭晓
1d
-8.9%
5d
-5.5%
21d
原帖
Teng Yan · 2026-05-14

So photonics ripped overnight. Days after we flagged the same constraint across $LITE, $AAOI, and $COHR in our weekly AI constraints newsletter ..Indium phosphide lasers. AI infra is a rotating scarcity map. Compute, memory, power, packaging, optics. the alpha is knowing which layer just became scarce. https://t.co/5qiFFPDNEq

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