中文翻译
是的，但《金融时报》(FT) 文章的重点是将树莓派(Raspberry Pi)描绘成“迷因股(meme-stock)”，然后将其与“可被框架化为对立面的大型空头(big shorts)”相提并论，而文中对此毫无提及。 我确信这类情况存在，但该投资论点(thesis)的核心在于需求(材料层面)带来的收入增长，以及大幅扩大的总可寻址市场(TAM)。
· 个股论点
反驳FT将树莓派比作迷因股，强调其核心逻辑是需求驱动收入与TAM扩张。
英文原文
Yes, but the point of the FT article was to paint Rasberry Pi as a "meme-stock" then draw parallels to "big shorts that can be framed as opposition", when has been no mention of it at all. I'm sure they exist, but the point of the thesis was increased revenue from demand (material), as well as a largely increased TAM.