中文翻译
没错，完全正确。我在 X 上看到的所有内容都是人们在唱衰，声称韩国（半导体）像 Silver 一样是个泡沫，因为图表一直在上涨。但他们无法解释原因，从不讨论实际的催化剂，也不涉及营业利润、治理结构变化或指标。我看到股价在财报发布时正在追赶盈利。基本面比图表更重要。
· 方法论
基本面重于图表，股价上涨反映盈利追赶而非泡沫。
英文原文
Yep spot on. All I see on X are people doomposting that Korea is a bubble like Silver because the chart keeps going up. But they can’t explain why, never talk about the actual catalysts, nothing about operational income, governance changes, or metrics. I see the stock price catching up to earnings when they get released. Fundamentals matter more than charts.