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09-10 22:50

$Applied Optoelectronics Inc.(AAOI)$

08-21

$Applied Optoelectronics Inc.(AAOI)$ 去年四季度巨额亏损，换来今年上半年稍微好看一点的报表，再炒作一波割完韭菜就跌跌不休，奔着仙股去了

08-05

$Solid Power, Inc(SLDP)$ 这么多年都没有量产计划，在国内已经倒闭几十回了

07-03

$Applied Optoelectronics Inc.(AAOI)$ 桥水看完如何呀？

06-21

$Applied Optoelectronics Inc.(AAOI)$ 庄家反复做是真的牛！基本面不好，反复割韭菜有点不厚道哦

06-18

$Applied Optoelectronics Inc.(AAOI)$

05-08

$Applied Optoelectronics Inc.(AAOI)$

05-06

$Applied Optoelectronics Inc.(AAOI)$ 加速下跌[666]

03-24

客观的分析

@美港股观察社:Applied的暴涨只是空欢喜？

03-03

$Applied Optoelectronics Inc.(AAOI)$

02-14

$Applied Optoelectronics Inc.(AAOI)$

2023-01-11

$好未来(TAL)$

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桥水看完如何呀？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452723613147544","isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":448144075465024,"gmtCreate":1750436662283,"gmtModify":1750436663364,"author":{"id":"3484016816707929","authorId":"3484016816707929","name":"龙马吉祥","avatar":"https://static.tigerbbs.com/dd7263d6951dff342f5973a85e7a721e","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3484016816707929","authorIdStr":"3484016816707929"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAOI\">$Applied Optoelectronics Inc.(AAOI)$&nbsp;</a><v-v data-views=\"0\"></v-v> 庄家反复做是真的牛！基本面不好，反复割韭菜有点不厚道哦","listText":"<a href=\"https://laohu8.com/S/AAOI\">$Applied Optoelectronics Inc.(AAOI)$&nbsp;</a><v-v data-views=\"0\"></v-v> 庄家反复做是真的牛！基本面不好，反复割韭菜有点不厚道哦","text":"$Applied Optoelectronics Inc.(AAOI)$ 庄家反复做是真的牛！基本面不好，反复割韭菜有点不厚道哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/448144075465024","isVote":1,"tweetType":1,"viewCount":913,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571991855727077","authorId":"3571991855727077","name":"北河三","avatar":"https://static.tigerbbs.com/b0d8d672c0bdd45c9af51ec718b8c19b","crmLevel":1,"crmLevelSwitch":0,"idStr":"3571991855727077","authorIdStr":"3571991855727077"},"content":"确实服气，这个股价的走法太庄股了，主力也真的猛跌破后说拉就拉","text":"确实服气，这个股价的走法太庄股了，主力也真的猛跌破后说拉就拉","html":"确实服气，这个股价的走法太庄股了，主力也真的猛跌破后说拉就拉"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447367311229264,"gmtCreate":1750258789914,"gmtModify":1750258790614,"author":{"id":"3484016816707929","authorId":"3484016816707929","name":"龙马吉祥","avatar":"https://static.tigerbbs.com/dd7263d6951dff342f5973a85e7a721e","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3484016816707929","authorIdStr":"3484016816707929"},"themes":[],"htmlText":"<a 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Optoelectronics Inc.(AAOI)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/AAOI\">$Applied Optoelectronics Inc.(AAOI)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"$Applied Optoelectronics Inc.(AAOI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432855295549584","isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":432222768431656,"gmtCreate":1746535234904,"gmtModify":1746535236256,"author":{"id":"3484016816707929","authorId":"3484016816707929","name":"龙马吉祥","avatar":"https://static.tigerbbs.com/dd7263d6951dff342f5973a85e7a721e","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3484016816707929","authorIdStr":"3484016816707929"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAOI\">$Applied Optoelectronics Inc.(AAOI)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; 加速下跌[666]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/AAOI\">$Applied Optoelectronics Inc.(AAOI)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; 加速下跌[666]&nbsp;&nbsp;","text":"$Applied Optoelectronics Inc.(AAOI)$ 加速下跌[666]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432222768431656","isVote":1,"tweetType":1,"viewCount":911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417007866728968,"gmtCreate":1742827687296,"gmtModify":1742828299323,"author":{"id":"3484016816707929","authorId":"3484016816707929","name":"龙马吉祥","avatar":"https://static.tigerbbs.com/dd7263d6951dff342f5973a85e7a721e","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3484016816707929","authorIdStr":"3484016816707929"},"themes":[],"htmlText":"客观的分析","listText":"客观的分析","text":"客观的分析","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417007866728968","repostId":"413376790647168","repostType":1,"repost":{"id":413376790647168,"gmtCreate":1741951499982,"gmtModify":1741953071326,"author":{"id":"3519157433193136","authorId":"3519157433193136","name":"美港股观察社","avatar":"https://static.tigerbbs.com/cfcc85fddcd77379cda6138d51be4c17","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3519157433193136","authorIdStr":"3519157433193136"},"themes":[],"title":"Applied的暴涨只是空欢喜？","htmlText":"Applied Optoelectronics近期因与亚马逊的认股权协议而备受瞩目。这一协议不仅为AOI带来了潜在的巨额订单，还可能改变其在市场中的地位。然而，有外国分析师认为，市场反应复杂多变，投资者在兴奋之余也需冷静思考，分析市场波动背后隐藏的风险与机遇。 作者：Henrik Alex&nbsp; 在周四的盘后交易中，Applied的股价在公司披露与亚马逊的认股权协议后，在盘中一度上涨超过80%： 2025年3月13日，公司与母公司（“母公司”）签订了交易协议（“交易协议”），根据协议，除其他事项外，公司向认股权持有人发行了一份认股权（“认股权”），以购买公司普通股（“普通股”）的7,945,399股（“认股权股份”），每股面值0.001美元。 1,324,233股认股权股份在发行当日生效，其余股份将根据亚马逊及其关联公司自行或代表其进行的自行购买情况随时间生效，总金额最高可达40亿美元。 在满足生效条件和协议中规定的某些条件的前提下，认股权可以在2035年3月13日下午5点（西雅图时间）之前，以每股23.6954美元的行权价格一次性或部分行权。（……） 从剧烈的盘后波动来看，投资者似乎被Applied未来向亚马逊销售高达40亿美元设备的前景所吸引，这可能导致在线购物巨头在完全稀释的基础上持有公司高达12%的股份。 然而，值得注意的是，亚马逊在过去十年中从许多上市供应商中提取了认股权，数字纺织品打印机制造商Kornit Digital和燃料电池驱动的物料搬运设备供应商Plug Power只是众多例子中的两个。 还请注意，更大的竞争对手Fabrinet在周四披露了与亚马逊的非常相似的协议。 为了提供一些额外的背景信息： 十年前，亚马逊是Applied的最大客户，收入贡献超过50%，但随着时间的推移，双方的关系恶化，公司的2022年年度报告不再将亚马逊列为重要客户。 然而，","listText":"Applied Optoelectronics近期因与亚马逊的认股权协议而备受瞩目。这一协议不仅为AOI带来了潜在的巨额订单，还可能改变其在市场中的地位。然而，有外国分析师认为，市场反应复杂多变，投资者在兴奋之余也需冷静思考，分析市场波动背后隐藏的风险与机遇。 作者：Henrik Alex&nbsp; 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