中文翻译
@itsdsha 自发布关于当前基板(substrate)瓶颈的帖子以来，已经过去了整整13天。我观察到 $AXTI 的硅微机械(SMM)价格有所不同，且未来的定价能力增强，但人们可以自由卖出，如果他们对2024年合同产生的递延收入做出反应的话。 https://t.co/Sxuw0B3rez
· 个股论点
AXTI基板瓶颈缓解，SMM价格改善，定价权增强。
涉及标的： $AXTI
英文原文
@itsdsha It’s been a solid 13 days since posting about the substrate bottleneck happening now. I’m seeing something different with SMM prices and increased future pricing power with $AXTI, but people are free to sell if they want to react to deferred revenue from contracts made in 2024. https://t.co/Sxuw0B3rez