· 个股论点

对比苹果与树莓派,认为后者营收受硬件囤积影响更大。

涉及标的:

中文翻译

我聊过的所有人都知道 $RPI,但没人知道树莓派(Raspberry Pi)是一家上市公司,这很有趣(虽然是新IPO)。人们因为囤积Mac mini而做多 $APPL,考虑到其体量,这毫无道理。但人们也在囤积树莓派公司(市值5.5亿)。所以我猜测其营收影响应该更显著。

英文原文

Everyone I've talked to knows $RPI but nobody knew Raspberry Pi was a public company, which was interesting (new IPO though). People were long $APPL because of mac mini hoarding, which made no sense given it's size. But people are also hoarding Raspberry PIs (550m MC) company. So revenue should be more material was my guess.

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