https://www.bullsignal.net/tags/dks/ Recent content in DKS on X 智库 | 全球视野内参 Hugo -- 0.154.5 zh-cn Thu, 12 Mar 2026 23:44:37 +0000 https://www.bullsignal.net/posts/20260312_234437/ Thu, 12 Mar 2026 23:44:37 +0000 https://www.bullsignal.net/posts/20260312_234437/ <ul> <li><strong>AAOI</strong>估值严重偏离。其宣称给<strong>AWS</strong>的1万支800G光模块灰度测试至今未通过，大规模出货无望；早前吹嘘的1.6T 2亿美金订单，实则来自<strong>Oracle</strong>。 <a href="https://x.com/QihongF44102/status/2032088579632218258">引用8</a></li> <li><strong>$MELI</strong>当前估值已触及历史低位。 <a href="https://x.com/StockSavvyShay/status/2032096908324524415">引用22</a></li> </ul>