· 个股论点

看好ALAB/CRDO连接技术爆发,建议持有至明年,提及MINT非对称收益。

涉及标的:

中文翻译

@soulbiri1 $ALAB 和 $CRDO 上涨 15%+ 是意料之中的,因为随着数据中心建设,连接技术(Connectivity)正像内存(Memory)$MU/三星海力士那样疯狂爆发。 我个人会持有它们到明年,也许稍微减仓一点点。 $MINT 只是非对称上行(Asymmetrical Upside)。致 @Neat_Lama,这是专辑的第二首歌。https://t.co/yvd68BBX0R

英文原文

@soulbiri1 $ALAB + $CRDO 15%+ increase was expected due to connectivity going insane like memory $MU/Sk Hynix on data center buildout. I'd personally hold them into next year, maybe trim a tiny bit. $MINT was just asymmetrical upside. To @Neat_Lama, here's another song #2 of the album. https://t.co/yvd68BBX0R

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