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顺势而为1123
#AAOI高速光模块放量,Q3财报能否超预期? 营收 $269.9M,落在指引区间、接近市场一致预期(小幅贴近中位附近),不算大幅超预期;数据中心收入大幅同比抬升,800G实现预期内的环比放量,1.6T仅少量Q3末起运,本季贡献很小
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