中文翻译
@thgstar2 作为股票，$SMTOY 可能表现尚可，因为它是一家体量极大的日本巨头，而磷化铟(InP)衬底生产仅占其业务的很小一部分。但中国今天通过出口管制，向日本的 InP 供应链投下了一枚“核弹”。https://t.co/Cq2wssDTA3
· 供应链分析
中国出口管制重创日本InP供应链，SMTOY因业务占比小影响有限。
涉及标的： $SMTOY
英文原文
@thgstar2 $SMTOY as a stock would likely be fine since it's an extremely large Japanese giant and InP substrate production is just a small part of their business. But China sent a nuke over to the InP supply chain in Japan with the export control today. https://t.co/Cq2wssDTA3