中文翻译
@genZinvest0r 我差不多每隔一条帖子就会收到 3 条关于 $P4O 的评论，所以最后还是去看了看 DD。 从战略角度看，它作为 Bosch、Samsung 以及可能下游 $LITE、也许 $COHR 的玻璃供应商，确实挺有价值。 从财务上看就没那么强了，因为它在 BOM 里占比极低。
· 供应链分析
认为 P4O 作为玻璃供应商在 LITE/COHR 供应链里有策略价值。
英文原文
@genZinvest0r I got like 3 $P4O comments every other post of mine, so finally ended up taking a look at the DD. Strategically it's pretty valuable as a glass supplier to Bosch, Samsung, and likely downstream $LITE maybe $COHR etc. Financially, not as much since extremely low BOM.