產前保健知識描述：：漲停板大哥： 超北京炒家首板英飛朗迪 英飛朗(INFN)： 英飛朗(INFN) 4 Statement of changes in beneficial ownership of securities Accession Number: 0001138639-22-000147  Size: 11 KB 網頁鏈接 英飛朗(INFN)： 英飛朗(INFN) 4 Statement of changes in beneficial ownership of securities Accession Number: 0001138639-22-000146  Size: 11 KB 網頁鏈接 英飛朗(INFN)： 英飛朗(INFN) 4 Statement of changes in beneficial ownership of securities Accession Number: 0001138639-22-000169  Size: 11 KB 網頁鏈接 英飛朗(INFN)： 英飛朗(INFN) 4 Statement of changes in beneficial ownership of securities Accession Number: 0001138639-22-000170  Size: 8 KB 網頁鏈接 英飛朗(INFN)： 英飛朗(INFN) 4 Statement of changes in beneficial ownership of securities Accession Number: 0001138639-22-000149  Size: 11 KB 網頁鏈接 英飛朗(INFN)： 英飛朗(INFN) 4 Statement of changes in beneficial ownership of securities Accession Number: 0001138639-22-000148  Size: 11 KB 網頁鏈接 英飛朗(INFN)： 英飛朗(INFN) 10-Q Quarterly report [Sections 13 or 15(d)] Accession Number: 0001138639-22-000159  Act: 34  Size: 11 MB 網頁鏈接 PIC-Photonics： 英飛朗(INFN)好久沒有關注老本行了，今天上漲18.5%， 有點意外。 快速聽了cc, 感覺沒什么，可能市場的預期比較低， 公司達到目標。平淡，但是否市場情緒就是要這個？（但明天可能要跌。。。，不一定猜對） （0） Industry's first 400 gig ZR+ software-defined pluggable. the development of our next-generation 800-gig pluggables is progressing well。。。 （1）RPO number and backlog number 還好， 但沒給2023預期。 Our backlog is healthy, setting us up well for the fourth quarter and for the full year 2023. From a supply perspective, the environment was tougher than our expectations from 90 days ago, but our team effectively navigated the challenges in the quarter, Supply costs, including expedite fees and freight remained elevated and adversely impacted gross margins incrementally by over 100 basis points relative to our projections coming into the quarter. （2）分析大佬Dave Kang，Alex Henderson，Simon Leopold沒問出什么。市場還好， ICP， CSP還在增加CapEx。 a.400 basis point hit to gross margins in 3Q fall out, Conceptually what we said, we are increasing our R&D because we've got this vertically integrated US based again. b.8 to 12 vendors that are still ramping up their fab capacities in older geometries and analog technologies c.When you think of the CSPs in prepared remarks from the largest CSPs, most of them have said, look, they're going to continue to spend CapEx primarily focused on fiber, on the implementation of fiber and 5G. 5G tends to be a very radio heavy first implementation. And so that means the intensity of the spend we're seeing is really on that fiber implementation if you've seen Corning announced too, they're a very conservative company. d.Europe is down 9% quarter-over-quarter. 英飛朗(INFN)： 英飛朗(INFN) 4 Statement of changes in beneficial ownership of securities Accession Number: 0001138639-22-000161  Size: 8 KB 網頁鏈接 英飛朗(INFN)： 英飛朗(INFN) 4 Statement of changes in beneficial ownership of securities Accession Number: 0001138639-22-000171  Size: 10 KB 網頁鏈接 英飛朗(INFN)： 英飛朗(INFN) 4 Statement of changes in beneficial ownership of securities Accession Number: 0001138639-22-000167  Size: 8 KB 網頁鏈接 英飛朗(INFN)： 英飛朗(INFN) 8-K Current report, items 5.03 and 9.01 Accession Number: 0001138639-22-000176  Act: 34  Size: 488 KB 網頁鏈接 英飛朗(INFN)： 英飛朗(INFN) 8-K Current report, items 2.02 and 9.01 Accession Number: 0001138639-22-000158  Act: 34  Size: 2 MB 網頁鏈接 英飛朗(INFN)： 英飛朗(INFN) 4 Statement of changes in beneficial ownership of securities Accession Number: 0001138639-22-000168  Size: 8 KB 網頁鏈接 英飛朗(INFN)： 英飛朗(INFN) 4 Statement of changes in beneficial ownership of securities Accession Number: 0001138639-22-000150  Size: 11 KB 網頁鏈接 Memoo_demo： 右上角可以直接發評論？第一次發現，長期忽略了英飛朗(INFN)