· 供应链分析

预计磷化铟短缺带来博弈论配置机会,算法或先猎杀止损。

中文翻译

@dl123abc @william_R2Rclub 嗯,如果我是算法,我会进行止损猎杀(stop loss hunting)——首先触发任何散户的短期恐慌性抛售。 我预计目前会出现严重的磷化铟(InP)短缺,并在未来2-3个季度内出现博弈论类型的资金配置,因此这提供了一个相当不错的机会。

英文原文

@dl123abc @william_R2Rclub Hmm, if I were an algorithm, I’d go stop loss hunting -> trigger any retail short term panic sellers first. Im expecting a major InP shortage around now and game theory type allocations over the next 2-3 quarters, so this presents a pretty good opportunity.

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