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加仓猛干美好
#AAOI高速光模块放量,Q3财报能否超预期? AAOI财报# 明早盘后发Q3业绩。市场预期营收约2.68亿美元(同比+126%),EPS仅0.01美元踩盈亏线。核心看点不是营收,是Q4指引——1.6T光模块能否如期放量、全年11亿美元目标是否上修。此前一周股价已跌17%,悲观预期price in不少。$SOL
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