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SL heading for humanitarian disaster_我的网站

A |     　　美股大牛股突然遭遇猛烈抛售。
　　今日（8月24日），在美股盘前交易中，美股光通信大牛股应用光电（AAOI）股价大幅跳水，一度暴跌超14%。    Colombo, Oct 11 (UNI) Since Sri Lanka announced in April that it will default on its foreign debt, its 22 million residents have lost access to most medicine and medical supplies, setting them on course for a humanitarian disaster, a report published on Tuesday said.
The report by ReliefWeb, a humanitarian information project of the UN Office for the Coordination of Humanitarian Affairs, was quoted as saying by The Island newspaper that unlike Russia’s invasion of Ukraine, Sri Lanka’s crisis grew slowly and has garnered few international headlines.
But Sri Lankans are suffering amid the harshest economic crisis the country has confronted since gaining independence in 1948, it said.
With the country’s foreign reserves depleted, the nationalized healthcare system cannot afford to import medicine and medical supplies in sufficient quantities, it said.
Sri Lanka relies on imports for about 85 per cent of its pharmaceutical needs and about 80 per cent of its medical supplies. The country imported $815 million in medicine in 2021, but by May had only about $25 million in foreign reserves to pay for imports of any kind.
Last week in Sri Lanka, Direct Relief staff participated in an extensive series of meetings with Prime Minister Dinesh Gunawardena and much of the country’s healthcare leadership while overseeing the arrival of what may be the largest donation of medicine to the country since the crisis began.
“For the next six months, they’re (Sri Lanka) expecting a catastrophic number of deaths,” said Chris Alleway, Direct Relief’s manager of emergency response and new initiatives, who led the Sri Lanka meetings.
The 3,500-bed National Hospital of Sri Lanka in Columbo, which usually has 1,300 medicines in stock, is now down to requesting only the 60 most essential medicines, the newspaper reported.
With anesthesia in short supply, most general surgeries in the country have ceased, including kidney transplants. Cancer patients have lost access to medications needed to fight the deadly disease. Diabetes patients must secure and bring their own glucose meters for blood sugar check-ups.
Many hospitals are stocked out of basic items like bandages and cotton balls. The stockouts are forcing rural clinics to close their doors and refer patients to larger facilities in urban areas, which also are overwhelmed by the flow of patients.
Due to a severe fuel shortage, the country’s fishing fleets cannot go far out to sea, slashing the supply of fish that is a significant source of protein in the country, including at its largest children’s hospital, it said.
Sri Lanka is also losing clinicians as they migrate to other countries with more opportunities, while its medical colleges see the number of applicants for medical education decline sharply.
Responding to the crisis spurred by Sri Lanka’s default in June of this year, Direct Relief has delivered eight humanitarian shipments totaling 27 tonnes and 16 million defined daily doses of donated medicine.
The largest shipment from Direct Relief to Sri Lanka -- 18 tonnes of medicine and medical supplies requested explicitly by Sri Lanka’s government -- arrived in recent weeks.
UNI MR。消息面上，应用光电计划通过股票增发融资6亿美元，投资者担忧股权将进一步被稀释，尤其应用光电今年已多次通过同类融资工具募资。截至上周五收盘，应用光电股价年内累计涨幅超258%。　　与此同时，美股光通信、存储概念股全线走低，当前市场对AI（人工智能）投资可持续性的质疑正在升温，硬件成本的快速攀升令科技企业的AI支出回报率前景蒙上阴影。

B | 　　光通信大牛股暴跌　　北京时间8月24日，在美股盘前交易中，应用光电（Applied Optoelectronics）股价直线大跳水，一度暴跌超14%，截至18:00，跌幅达12.4%。　　消息面上，应用光电计划通过“按市价发行”(ATM)方式筹集6亿美元资金，引发市场对其未来现金流紧张的担忧情绪。　　截至今年6月末，应用光电已经累计募资金额达到10.5亿美元，合计售出近780万股股票。其中包括，4月完成的5亿美元ATM融资计划，之后又于5月推出了另一笔6亿美元融资。因此，在投资者已经承受本年度大规模股权稀释之后，最新提交的备案文件意味着，该公司即将开启又一轮大规模股票增发。　　有华尔街交易员指出，短期内股权稀释肯定不是好事。但如果需求旺盛，产能才是真正的瓶颈，那么筹集资金扩大生产或许是公司应该做的。　　据悉，应用光电募集的资金主要用于业务快速扩张。

C | 今年早些时候，公司宣布计划扩建位于得克萨斯州皮尔兰的生产基地，新增厂房面积近40万平方英尺，用于增产AI基础设施所用的800G、1.6T光模块。　　根据应用光电此前发布的财报，公司第二季度营收同比增长86%，达到1.919亿美元，环比增长27%。

D | 其中，数据中心销售额为1.077亿美元，同比大幅增长140%。　　应用光电管理层在电话会议上表示，AI（人工智能）基础设施相关需求依然强劲，客户需求较公司的供应能力高出约20%至40%。

E | 　　应用光电首席执行官 Thompson Lin 将第二季度描述为“关键季度”，预计市场需求至少在2027年年中之前将超过公司产能。

F | 　　目前应用光电正在大幅提高资本投入力度。

G | 财报显示，第二季度资本投入达到5.655亿美元，重点投向400G、800G和1.6T收发器制造能力。

H | 　　应用光电表示，2026年下半年，公司的资本开支强度预计高于上半年，资金将来自现有现金、经营现金流、部分股权融资和新增债务。

I | 　　截至二季度末，应用光电800G和1.6T产品的合计月产能接近20万只。

J | 公司计划到2026年底将相关月产能提升至65万只以上，到2027年底进一步提高至93万只以上。这意味着，应用光电在未来一段时间内，资本开支仍将维持高位，或将进一步加剧公司现金流的紧张程度。　　美股“AI交易”下挫　　与此同时，美股其他光通信概念股盘前普跌，截至北京时间18:00，Coherent、Lumentum跌超4%，迈威尔科技、康宁跌超3%。　　存储芯片概念股亦集体走低，闪迪跌超4%，美光科技、希捷科技跌超3%，SK海力士ADR、西部数据跌超2%。　　在亚太交易时段，日韩股市全线收跌，日经225指数跌0.74%，铠侠大跌超6%，软银集团大跌超5%，爱德万测试跌超3%。韩国KOSPI指数收跌3.12%，三星电子大跌超8%，SK海力士跌超3%。　　摩根大通分析师Jay Kwon表示，三星电子的股东回报方案“未能带来积极惊喜”，令市场失望。　　Jay Kwon在最新发布的报告中列出了令市场失望的三项具体内容：第三季度承诺的回报金额、未宣布任何股份回购计划，以及股东回报比例维持在累计自由现金流50%的水平不变。　　Kwon表示：“目前仍不清楚三星电子管理层为何选择分红而非回购，因为我们认为许多投资者更倾向于回购，认为这是更有效的回报方式。

K | ”在市场普遍预期三星电子将推出更具力度的资本回报举措的背景下，此次方案的保守程度令投资者措手不及。

L | 　　此外，方案中大量细节被推迟至明年1月才最终敲定，亦增加了市场的不确定性，削弱了投资者对公司资本配置意愿的信心。　　当前市场对AI投资可持续性的质疑正在升温。

M | 硬件成本的快速攀升令科技企业的AI支出回报率前景蒙上阴影，市场的关注点逐渐从“建设AI基础设施”转向“AI能否产生可量化的商业回报”。　　汇丰资产管理亚洲股票高级投资专家Beth Wong表示，投资者不一定只关注AI的建设本身，还在关注企业能否在货币化路线图和投资回报方面保持足够的纪律性。　　根据日程安排，全球“AI总龙头”英伟达将于周三美股盘后公布2027财年第二季度财报，其业绩与业绩指引将直接影响市场对今年AI行情能否延续的判断。　　高盛分析师认为，英伟达大概率会交出超预期的财报与业绩指引，但除非英伟达抛出重磅新利好，否则财报发布后，英伟达股价更有可能出现下跌，而非大幅冲高。（文章来源：券商中国）。

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