中文翻译
$BESIY / $BESI 在我的非正式瓶颈ETF里！不过我还需要补上 $LRCX、$AMAT 和 BESI 的新闻。这确实验证了混合键合(hybrid bonding)对先进封装的重要性。所以仅基于供应链重要性，就是很好的做多标的。但真不觉得它会像上面的其他股票那样涨300%，比如 $AAOI。
· 供应链分析
BESI被纳入瓶颈标的，混合键合技术验证供应链重要性，但涨幅预期有限。
涉及标的： $AAOI$AMAT$BESI$BESIY$LRCX
英文原文
$BESIY / $BESI was in my informal bottleneck ETF! Still need to catch up to the $LRCX, $AMAT and BESI news though. Does definitely validate how important hybrid bonding is to advanced packaging. So good long just based on supply chain importance. But don't really see it going up 300% like other names above like $AAOI.