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On June 22, the USD/JPY fell sharply by over 40 points, turning down 0.1% intraday, reaching a low of 161.07.

BlockBeats News, June 22nd. Some market participants discussed the valuation and growth expectations of the optoelectronic stock AAOI on social media, sparking a debate among investors about its reasonable entry price. Serenity suggested that if the company's revenue meets expectations, achieving over 800% year-on-year growth, it could potentially reach an annualized revenue of around $5.6 billion (based on the current market capitalization of approximately $12.8 billion). At the same time, monthly revenue could grow to about $471 million, mainly driven by the expansion of AI infrastructure demand. The discussion believed that against the backdrop of limited industry capacity, cloud service providers (CSPs) and clients like Advanced Micro Devices continue to lock in supply through long-term agreements (LTAs), potentially driving industry prices and profit margins up. Assuming demand grows exponentially until 2028, average selling prices (ASPs) and profit margins may improve in tandem, but the ultimate entry price still depends on investors' risk appetite and valuation judgment.

On June 22, SpaceX shares fell for the third consecutive trading day, with intraday losses widening to 10%.