$AAOI

剛剛公佈再取得Hyperscaler $71M 額外訂單。

同一客戶三月才加了$53M 訂單，四月馬上要再追加訂單！非常利好！怪不得昨晚急升20%!

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最令市場期待的是以下一段：

Dr. Thompson Lin, Founder, Chairman, and CEO of AOI. "Following product qualification, we expect to begin delivering both the initial order—totaling more than $53 million—and this additional order in the second quarter. We anticipate completing delivery of the initial order in the third quarter, with this new order by end of this year. We also recently shipped the first 10,000 units of an 800G single-mode transceiver order to another hyperscale datacenter customer."

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暗示已發貨另一大客戶作測試認証，一但通過，不但是訂單增加，也減低了客戶過度集中風險，估值自然可以再提昇！

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