原文：
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
原文：
I usually make fun of sellside, but Rosenblatt has pretty goated channel checks on optical names, and their reports are one of the few I like talking about.
$AAOI, $LITE, $SIVE, and the laser party has started to recover around the est. timing windows.
eg. last month: "Multiple short sellers told them they will likely close their positions... late July and early August".
They might have missed that they believed $AMD would be $AAOI's first CPO customer... since AAOI said they would be missing from first-gen CPO (maybe future gen?)
But lot of their talking points about China CPO laser positioning (eg. 2-3 years behind) got corroborated word-for-word from AAOI earnings today.
翻译：
我通常会取笑卖方，但罗斯布拉特（Rosenblatt）对光学领域的渠道检查做得非常好，他们的报告是少数我喜欢讨论的报告之一。
$AAOI、$LITE、$SIVE，激光派对已经开始在预计的时间窗口内恢复。
例如，上个月： “多个空头卖家告诉他们，他们可能会在7月下旬和8月初关闭他们的头寸...”
他们可能忽略了他们相信$AMD将成为$AAOI的第一个CPO客户... 因为AAOI说他们将缺席第一代CPO（也许是未来几代？）
但他们关于中国CPO激光定位的很多观点（例如，落后2-3年）在今天的AAOI财报中得到了逐字证实。
I usually make fun of sellside, but Rosenblatt has pretty goated channel checks on optical names, and their reports are one of the few I like talking about.
$AAOI, $LITE, $SIVE, and the laser party has started to recover around the est. timing windows.
eg. last month: "Multiple short sellers told them they will likely close their positions... late July and early August".
They might have missed that they believed $AMD would be $AAOI's first CPO customer... since AAOI said they would be missing from first-gen CPO (maybe future gen?)
But lot of their talking points about China CPO laser positioning (eg. 2-3 years behind) got corroborated word-for-word from AAOI earnings today.
翻译：
我通常会取笑卖方，但罗斯布拉特（Rosenblatt）对光学领域的渠道检查做得非常好，他们的报告是少数我喜欢讨论的报告之一。
$AAOI、$LITE、$SIVE，激光派对已经开始在预计的时间窗口内恢复。
例如，上个月： “多个空头卖家告诉他们，他们可能会在7月下旬和8月初关闭他们的头寸...”
他们可能忽略了他们相信$AMD将成为$AAOI的第一个CPO客户... 因为AAOI说他们将缺席第一代CPO（也许是未来几代？）
但他们关于中国CPO激光定位的很多观点（例如，落后2-3年）在今天的AAOI财报中得到了逐字证实。
Could not load this section.