中文翻译
我可能认为 $AMD 的看涨期权应该盈利，因为它是无晶圆厂(fabless)模式，但显然短期内稀土出口管制对半导体行业是一个逆风。这导致了一次轻微的回调以计入该因素，但我认为整体抛售让我想起四月，当时他们达成协议，一切又恢复正常。
· 个股论点
稀土管制短期利空AMD，但类比四月预期最终和解。
涉及标的： $AMD
英文原文
I might think $AMD calls should print because they’re fabless but obviously near term it’s a headwind to the semi industry with rare earth export controls. This caused a slight correction pricing it in but I think overall selloff reminds me of April where they come to a deal and everything is fine again