中文翻译
也不尽然，$CODA 看起来基本面非常稳健。现金储备充足，净收入为正，而且对于这个行业+传感器来说利润率极高。如果说有什么的话，伊朗在霍尔木兹海峡(Strait)布雷刚刚给声纳/探测类股票（如$CODA和$KRKNF）带来了十年来最大的利好。委内瑞拉的战争更多聚焦于无人机，如$AVAV，而且从未真正涉及水下领域。所以这可能是第一次让所有人看到这些应用的机会+导致更多资金流入该板块，尽管整体市场规模(TAM)并没有真正扩大太多。
· 个股论点
分析$CODA稳健基本面，伊朗布雷事件为声纳探测板块带来重大利好。
英文原文
Not exactly, $CODA looks very fundamentally sound. High cash balance, net income positive, and extremely high margins for the sector + sensors. If anything, Iran placing mines in the Strait just gave sonar/detection stocks like these and $KRKNF the biggest tailwind of the decade. Warfare in Venezulea focused more on drones like $AVAV and never really went underwater. So this is probably one of the first times everyone sees the applications now + leads to more sector inflows, even if TAM didn't exactly increase too much.