中文翻译
$RMBS 是个不错的选择，我持有该头寸。 这让我想起 $ARM，不过是针对高带宽内存(HBM)领域的，在散户眼中几乎无人问津。 它没有像 $MU 那样的定价权，但其向 SK 海力士、三星和美光授权的技术应该会带来丰厚回报。毛利率高得惊人。 我预计其估值倍数(Re-rating)在今年也会提升。
· 个股论点
看好$RMBS，类比$ARM，高毛利且预期估值提升。
英文原文
$RMBS is a good shout, I have positions in it. Reminds me of $ARM but for HBM, pretty nonexistent in retail eyes. It doesn’t get the same pricing power like $MU but all its licenses to sk Hynix, Samsung, and micron should pay dividends. Gross margins are crazy high Id expect it to get rerated as well over this year