有些投资者可能搞错了_老虎社区_美港股上老虎

2023-07-28

有些投资者可能搞错了微软财报里的一个逻辑。微软是应用光电的客户，微软为了满足AI+云+游戏相关爆发性需求，要扩大基础设施资本开支，提高数据中心建设投入和运营成本，从而导致自身业绩短期受影响。跟应用光电有什么关系？ $微软(MSFT)$ $Applied Optoelectronics Inc.(AAOI)$

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