中文翻译
这是一家市值仅7500万美元的锂电池公司，请不要像那样全仓押注小盘股，除非你有极高的确信度，否则建议最多配置5-10%的仓位。好在承销商在1.25美元时买入，所以它可能只是受宏观问题波及。据我所知，基本面没有实质性变化。
· 个股论点
建议小仓位配置该锂电小盘股，基本面未变。
英文原文
It’s small $75m market cap lithium battery company, pls don’t full port small caps like that maybe like 5-10% of your portfolio max unless you have high conviction. On the bright side underwriters bought at $1.25, so it was probably just caught in the macro issues. Nothing materially changed afik