· 个股论点

AEHR具登月潜力,Sonoma订单或关联MU HBM4,但尚无确凿证据。

涉及标的:

中文翻译

@Lotharinvest 我了解 $AEHR,正如你所说,它具有“登月式”(moonshot)的结构(例如,最近 550 万美元的 Sonoma 订单与 $MU HBM4 16-high 资格认证阶段相符)。目前尚无确凿的关联证据。

英文原文

@Lotharinvest I’m aware of $AEHR, it has the structure of a moonshot (eg. $5.5M Sonoma order recently in line with $MU HBM4 16-hi qualification phase) as you mentioned. No confirmed links yet.

在 X 上查看原推 ↗