中文翻译
我个人的看法是，如果 $SMCI 继续跌下去，基本面很可能会压过监管层面的压力。 很大一部分风险其实在 2024 年就已经差不多被知道了，并随着时间被逐步计价。今天只是对这些内容以及其规模的确认。 不过话说回来，显然还有更好的机会。
· 个股论点
认为若 SMCI 继续下跌，基本面可能会压过监管压力，且很多风险早已被市场消化。
涉及标的： $SMCI
英文原文
This is just my personal view that if $SMCI drops further than here, fundamentals probably outweigh regulatory overhang. Large part of it was already kinda known from 2024, and priced in over time. Today was just confirmation of it, along with the scale. That being said, there's clearly better opportunities out there.