中文翻译
@william_R2Rclub 是的，我笑得很开心，$AXTI 因为 2024-2025 年初的合同加上第一季度递延被抛售，而实际上当前的短缺/价格挤压期间，远期估算才是最重要的。此外，小盘股盘后流动性不足也会造成很大差异。
· 个股论点
AXTI因短期合同被错杀，当前短缺期远期估算更关键。
涉及标的： $AXTI
英文原文
@william_R2Rclub Yeah I was laughing a lot that $AXTI got sold off on 2024-early 2025 contracts + 1Q deferral when forward estimates matter the most during the actual shortage/price squeeze happening now. After hour lack of liquidity on a small cap makes quite a difference too