The Analysts

@bigbirdflychan

@bigbirdflychan · Wed, Aug 12

Pike时政财经分析@BigbirdflyChan
为什么 Lumentum 的 laser 可以长期维持异常高的毛利，而不会因为中国扩产迅速商品化？ Lumentum 现在卖的并不是一个容易标准化的“激光器芯片”，而是一个直接决定客户昂贵光学系统良率、可靠性和功耗的关键器件。只要 CPO/NPO 往前发展，这种属性反而会加强。因此，中国扩产可以比较快地增加“laser
23d agoview on X ↗

tweeted Wed, Aug 12 · counted from Thu, Aug 13 close

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Long LITE · High confidence

Confidence

High0.90

Counted from

Thu, Aug 13 · market close

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Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.

Active call · day 22 · fades out by Sep 23