【光通訊大突擊】解密AAOI與AXTI暴跌50%真相！洗盤結束，底部鐵底曝光！

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投资不是赌博

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而是一场有准备的突击

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我是福哥

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最近呢有家们在福哥交流圈啊

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经常问到两只票啊

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福哥给大家讲一讲啊

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就是UOIA叉ti这两个啊

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看来有不少加盟啊

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可能去追高了

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也有可能去抄底了

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福哥给大给定心丸啊

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AXTI也好

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AOI也好

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他们的长期的走势肯定是往上走的啊

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因为A叉TI也好

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AOI也好

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他是我们这轮AI基础建设的

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可以说不可缺少的一个环节

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AI集群扩张啊

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高速的光模快是刚需

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而整个采炼最卡脖子的啊

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是磷化安

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就是A叉TI的啊

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所以呢如果AAI他是做下游成品光模块的话

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那A叉TI他就做这个上游核心原材料衬底

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所以两者是深度绑定

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缺一不可

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AI的基础建设

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AI的发展啊

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离不开的两个啊非常重要的一个角色

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所以这样们从长期的需求上来说啊

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他们正是在一个可以说一个风口上

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AI的高数的指数级的成长的风口上

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所以长期来看他们肯定会继续创新高

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今年啊AOI曾经一度涨了十倍啊

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从17块钱涨到143

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5月底的时候

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现在调整啊

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回调了将近呢50%

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这两天也在提问

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能不能去买新呢

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能不能抄底呢

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福哥觉得是可以抄底了啊

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待会福哥给大家讲讲怎么炒

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首先我们想讲AI

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他的这个3月刚刚拿上了北美超大客户啊

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这个这个1.6T的批量订单

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26年底啊

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800G月产能啊会冲到50到65万只啊

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27年底要接近百万台产能

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将来下订单呢

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微软亚马逊甲骨文这些核心的数据中心

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所以订单已经锁定了27年了

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它又是美国本土的一个光模块的一个厂商啊

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那政府的扶持

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这轮的AI的数据中心的

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可以说源头又在美国完美的适配了北美

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因为云巨头还又可以本土采购

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这样需求规避关税壁垒

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所以AOI呢也是长期看好

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经过进了一个月的调整以后啊

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在120130啊算是基本的企稳了啊

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那接下来呢有机会啊冲击近期的180

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180上网

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那有机会继续冲击啊

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下一个啊目标位啊

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300基本面

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那我们也是长期的一个AI的发展啊

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是离不开的一个光模块厂商好

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说到这个HT i大家也看到了啊

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刚才给大家讲过了啊

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就是光模块赛道的源头要素啊

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就是HTI核心产品磷化英啊

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现在我们这个800G1.6T的高速激光器

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是必备的这个基底啊

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所以现在全球零化安供给缺口呢超70%

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所有光模块厂啊

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包括盖夫哥讲的

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AOI都要向A叉TI采购原料

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所以行业最大的瓶颈啊

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其实就在A叉TI的磷化安的称底

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所以呢为什么说呢

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短短一年曾经一度涨了十倍啊

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那现在呢这个调整啊

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我觉得是应该的啊

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调整一下

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这两天呢我们看到了啊

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也是在企稳啊

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涨了将近20%

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那么现在60~70啊

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企稳以后

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那么我们A叉TI这个磷化阴啊

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衬底之王啊

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有机会继续冲击啊

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前高110110站稳

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有机会冲击幺五

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将来呢肯定啊百亿妥妥的啊

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没问题

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只要是做光模块的

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都离不开这个A叉ti

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你就知道他的这个牛逼之处了

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AHTI也是AI发展的一个原料基石啊

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这样的角色

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所以呢将来呢副歌呢这个给大家两个啊

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AAOIA叉ti最高的不要泄气

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那会有机会创新高

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那么如果你抄底的家人们啊

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我拿住就行啊

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按照福哥给他的这个策略

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AI的发展的一个红利

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希望大家

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