$EXFO(EXFO)$ 刚刚公布了最新的业绩，引人注目的是booking非常亮眼，预示着电信运营商在21H2会增强开支。个人觉得这对于测试仪表类相关股票比如$Keysight技术(KEYS)$ ， $Viavi Solutions(VIAV)$ 应该都算是基本面的利好。延展开来，对于整体5G相关板块个股都算是好消息。

Bookings improved 47.2% to US$87.0 million in the third quarter of fiscal 2021 from US$59.1 million in the same period in 2020, driven by fiber deployment projects that had been delayed due to the pandemic and a good performance in EMEA. The company's book-to-bill ratio was 1.20 in the third quarter of 2021. A previously announced service assurance lab evaluation with a tier-1 US network operator is ongoing, but it is taking longer than expected due to the level of transformation and functionality required.

EXPO的大股东打算以6元价格/每股将其私有化，VIAV提出了更高的收购价7.5元每股，可惜大股东掌握着投票权，估计成不了。