中文翻译
我今天刚查了他们的财报，有效税率高达82%……应税收入560万美元，但税费支出却达460万美元。不过这可能是一次性的，因为他们在某些司法管辖区无法抵扣资本支出(capex)，而在其他地区却支付了极高的税费。所以我不太认为极端的需求已经转化为$VSH的利润率。我可能会去查查该领域的其他公司，看看它们的状况是否更好。另外，关于中国Optimus机器人供应链的新消息也出来了，所以原引用TLDR中的大规模生产数字可能已经发生了变化。
· 个股论点
质疑$VSH高税率下的利润率转化，并提及Optimus供应链新动态。
涉及标的： $VSH
英文原文
I just looked up their earnings today, 82% effective tax rate... $5.6M in taxable income, but $4.6M tax expense. But maybe one-off bc they couldn't offset capex in some jurisdictions, while paying extremely high tax in others apparently. So don't quite think extreme demand translated into margins with $VSH. I'll probably look up some other companies in that area to see if they're faring better. Also new news came out regarding Optimus robotics supply chains from China so those mass production numbers in the original quote TLDR might hv changed.