中文翻译
$LPTH 实际上是美欧冲突导致供应链中断的主要受益者之一，因为美国从德国和比利时进口大量锗(Germanium)。Lightpath 提供了瓶颈环节的替代方案，其黑钻(Black Diamond)产品 100% 在美国制造（前体也主要来自美国）。这很可能只是一次广泛的无差别抛售。
· 个股论点
LPTH因美欧冲突受益，提供美国本土黑钻替代方案，当前下跌属无差别抛售。
涉及标的： $LPTH
英文原文
$LPTH is actually one of the big benefiaries of conflicts between US and EU for supply chain disruption as US imports significant amount of germanium from Germany and Belgium. And Lightpath offers the bottleneck alternative with black diamond manufactured 100% in US (precursors mainly US too) This is probably just a wide indiscriminate selloff.