· 个股论点

比较一组高增长标的的高估和低估程度

涉及标的:

中文翻译

所以我会说,$RKLB 现在肯定是最被高估的。 $LITE 正接近超买区间,但考虑到它在 TPUv7、Trainium 和 Blackwell 芯片中的关键性,它确实值得重估。 $NBIS 和 $CRCL 是这组里最被低估的,然后是 $ALAB。

英文原文

So I’d say $RKLB is definitely the most overvalued right now. $LITE is edging toward the overbought territory but it definitely warrants a re-rating given how critical it is in TPUv7, Trainium, and Blackwell chips. $NBIS and $CRCL are most undervalued out of the bunch, then goes $ALAB.

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