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比特帝老默pro
#AAOI高速光模块放量，Q3财报能否超预期？
兄弟们，AAOI马上交卷。市场预期营收2.68亿，基本是明牌。真正博弈的是利润端。
明牌：800G放量极猛，Q2才1280万，Q3指引环比暴增近5倍。加上超2亿美元的1.6T订单，需求根本不愁。
暗牌：利润。Q2毛利率29.8%勉强及格，现在1.6T爬坡加上扩产折旧，随时会吃掉利润。更扎心的是，单季5.6亿的资本开支让现金流直接转负。营收超预期只是及格线，毛利率守不守得住，才是决定股价的加分项。
联动盘面：科技股杀估值，大饼现价约77,400，下方支撑76,500。有仓位死守76,000；空仓等回踩76,500缩量企稳再看。别拿光模块的长线逻辑，去接大饼的短线飞刀！$BTC $ETH $SOL
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