· 个股论点

认为 AEHR 仅一天就涨幅可观,可能被低估。

涉及标的:

中文翻译

$AEHR 这波真是很快。 涨了 14.28%……我原本确实觉得它是下一个硅光瓶颈中心,市值大概 11 亿美元,还有很多超大规模客户在做认证。 可能之前确实低估它了。

英文原文

Well that was fast with $AEHR. Up +14.28%… I did think the center of the next silicon photonics bottleneck at $1.1B, with tons of hyperscalers qualifying it. Was kind of undervaluing it. https://t.co/gDVc6xzF85

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