中文翻译
$SIVE 是小盘光子学领域里最有说服力的名字，我个人会继续把更多仓位集中到它上面。 我知道还有别的名字看起来也被低估、可能会重估得更高，但你不会从它们那里拿到像 CW 激光瓶颈那样的 10 倍空间。
· 供应链分析
称 SIVE 是小盘光子学里最有吸引力的名字，远超其他可重估公司。
涉及标的： $SIVE
英文原文
$SIVE is the most compelling name in the small-cap photonics sector, and I'd personally just put more concentration into that. I'm aware of the other names that look undervalued and could get re-rated higher, but you won't get 10x upside like you would with CW laser chokepoints.