中文翻译
是的，观点类似。我不知道接下来会发生什么，我只是推测未来几个月会出现极端的瓶颈。我指出大多数分析师不知道如何正确建模像 $AXTI 这样的极端边缘情况，因为这在历史上从未发生过。当这家小公司瓶颈化了全球所有最大科技公司价值15万亿美元以上的AI建设时，很难通过传统的市销率(P/S)、市盈率(P/E)等来评估这家有效垄断企业10亿美元的估值。我只是预期会出现高带宽内存(HBM)那样的情景，并通过最纯粹的方式买入 $AXTI 以押注瓶颈，至于结果如何我毫无头绪。
· 个股论点
推测AI供应链将现极端瓶颈，看好AXTI的垄断地位并买入。
涉及标的： $AXTI
英文原文
Yep, similar take. I don't know what's going to happen, I'm just speculating that there's an extreme bottleneck over the next few months. And I'm pointing out that most analysts do not know how to model extreme edge cases like $AXTI correctly because this has not happened before in history. It's really hard to value a $1B effective monopoly through traditional P/S, P/E, etc. when that tiny company bottlenecks the $15T+ AI buildout from all your biggest tech companies in the world. I'm just expecting an HBM scenario and buying into the bottleneck through the purest exposure way possible in $AXTI, no clue how this turns out.