中文翻译
几点看法： - 作为新上市IPO，去年的估值原本就存在高估。 - 上游存在旧款LPDDR4 DRAM的内存瓶颈。 我认为$RPI在其机型上的涨价幅度不足以抵消组件成本的上升（本月2日左右进行了大幅涨价）。话虽如此，鉴于需求的涌入，我预计他们能够通过进一步涨价来弥补内存成本的上涨。
· 个股论点
RPI估值偏高且面临内存瓶颈，预计将通过涨价弥补成本。
涉及标的： $RPI
英文原文
Few things: - new IPO so originally inflated valuations last year. - upstream memory bottleneck with older LPDDR4 DRAM. Don't think $RPI hiked prices enough on their models (did a massive hike ~Feb 2nd this month) to balance out component cost. That being said, given influx of demand, I'd expect them to be able to do so to make up for memory hikes.