原文：

原文：
Rosenblatt on recent optical sector weakness from $AAOI to $LITE:

"Stocks in the Optical sector have traded poorly for the last 1-2 months" due to CPO delay reports and China capacity scares.

"We think short sellers... do not actually strongly believe in the thesis."

Multiple short sellers told them they will likely close their positions... late July and early August. Further, they say they plan to buy Optical stocks in 2027 for the scale up CPO opportunity.

Hilarious report on laser weakness, read is very positive for $SIVEF, $COHR, and others moving forward.

I've been long on CPO sector, but seems like institutions want entry points, just a bit later on.

翻译：
罗森布拉特（Rosenblatt）关于最近光学板块从 $AAOI 到 $LITE 的弱势：

“光学板块的股票在过去1-2个月交易表现不佳”，这是由于CPO延迟报告和中国产能担忧所致。

“我们认为做空者……实际上并不坚信他们的论点。”

多个做空者告诉他们，他们可能会在7月下旬和8月初关闭他们的头寸。此外，他们表示计划在2027年购买光学股票，以应对CPO扩张的机会。

关于激光弱势的报告很有趣，读后对 $SIVEF、$COHR 等公司的前景看法非常积极。

我一直看好CPO板块，但似乎机构投资者想要等待更好的入场点，只是稍晚一点。