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双千兆利好PON，对中低端光模块是利空。至于预测，新易盛这不是还没到25吗？inno定增成功不一定全是利好，移动的注资有可能是漂亮国制裁的风险
22.23年才是大年，今年国内光模块算是个小年
做企业的都会遇到一些周期性问题，这个月好下个月不好再正常不过了。只要公司没有问题，一切都可以接受。今天28.5加仓了
之前太水，也不好白嫖你五块 2021全球移动宽带论坛期间,第二届5G FWA产业论坛
It’s remarkable because on the one hand, Huawei’s wireless infrastructure business starting with RAN has been severely affected by the U.S. pressure to ban the vendor from being a key 5G RAN supplier, and on the other hand, on the fixed side of the business, Huawei has quietly continued to command more than 50% of all OLTs (optical line terminations) in the EMEA region. It’s worth mentioning that with no surprise and for the 3rd year in a row, Huawei won the Fiber Access Solution of the year award with its SingleFAN Pro Solution with Fiber Access.
From the discussions I had with tier 1 communications service providers (CSPs) at the BBWF, this is not going to change anytime soon because of Huawei’s superior price-to-performance ratio for PON equipment. Nokia and ZTE are the other 2 major PON suppliers and from what I heard, there is serious consideration being made to bring in a fourth player to the existing mix to foster competition. Will that be Adtran/ADVA?
除了5G，在10GPON方面28和26的优势地位更明显一点。欧美加速GPON也会带来核心网的扩容会扩大核心网高端光模块的销量。
千兆并没有完全普及，光模块还有很大的市场，未来还有全屋光纤。高清影视也没有完全普及，设备替换市场大，这类企业还能营利好几年。站岗太高就等下次反弹，少亏为赚。仓位不重的肯定是加仓，浅套的等反弹，这个位置亏钱卖是不可能的。
中际旭创定增价保底，前几天大宗交易几个亿都是38的价格，今天明显有资金在盘中护盘自救
最大的利空是股东数量，希望今天的最低点是近期的低点
今天就是最低点了
亏麻了
乐观的看法就是近期或者明天强势反弹回补上方跳空缺口，空转多，悲欢点就是弱反弹，然后继续阴跌，最低预计往26，24持续调整洗盘