The Analysts

@bigbirdflychan

@bigbirdflychan · Sun, Aug 16

Pike时政财经分析@BigbirdflyChan
最近光通信标的重新走强，随着AI算力集群持续扩张、光互联速率不断升级，以及上游激光器和关键器件供给趋紧，我预计光通信将成为下一阶段资金重点追逐的核心方向之一。
19d agoview on X ↗

tweeted Sun, Aug 16 · counted from Mon, Aug 17 close

Read as

Long LUMENTUM, Long COHR · High confidence

Confidence

High0.92

Counted from

Mon, Aug 17 · market close

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Aug 28

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Aug 31

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Sep 1

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Sep 3

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

Active call · day 18 · fades out by Sep 27