中文翻译
这取决于你。至于我，我个人在$COHR下跌10%时加仓了，与需要购买基板的$LITE相比，他们受到的实质性影响较小。Coherent拥有自己的生产设施（尽管有限），并且可以采购原料。但对于当市场发现$LITE等公司在供应链上的近期影响时会如何反应，我不确定（这也是我 earlier 降低风险的原因）。
· 个股论点
作者因供应链优势加仓COHR，并因不确定性提前降低LITE风险。
英文原文
That's up to you. As for me, I personally added $COHR on the 10% drop, they're less materially affected compared to $LITE that needs to buy the substrates. Coherent has their own their own production facilities (albeit limited), and can source feedstock. But uncertain about how markets might react near-term impact on the supply chain for $LITE and others when they find out (which is why I derisked earlier).