中文翻译
@DoctorMeltzer 是的，这与 $AXTI 受到出口管制的情况类似。但伊朗开心果仍然能找到途径进入全球市场。对农业基础设施进行动能打击（Kinetic strikes）会扰乱这一流通。但毫无疑问，开心果是这批标的中较弱的长期投资选择。
· 个股论点
类比AXTI出口管制，指出开心果虽受地缘影响但仍是弱长投。
涉及标的： $AXTI
英文原文
@DoctorMeltzer Yes, it’s similar to $AXTI being export controlled. But Iran Pistachios still find its way into the global market. Kinetic strikes on agricultural infrastructure would disrupt that flow. But Pistachios is a weaker long for sure out of the bunch.