· 供应链分析
遗憾的是，我的票并不是每周都能翻三位数。 $HPS.A 目前也就涨了大约 17%。 Hammond 是我在变压器 / 开关设备这个 DC 瓶颈上的选择，因为它市值更低，但在干式变压器市场的份额很高。 $POWL 也是我经常遇到的另一只不错的开关设备多头；我最后没有买，但还是顺手提一下。 变压器 / 开关设备大概被低估了，作为瓶颈很重要，但很多型号未来 2 到 5 年都已经卖光了。 也正因为如此，它们正在造成大范围的 DC 延迟，而从 backlog 可见度和极端需求来看，这些标的应该会是不错的结构性多头。
Unfortunately, not all my names go up triple digits in a week. $HPS.A is only up ~17% so far. Hammond was my pick for the transformers/switchgear DC bottleneck since it had a lower MC but high dry transformer market share. $POWL was another good switchgear long that I came across often; I ended up passing but just throwing that out there. Transformers/Switchgear are probably under-appreciated as a bottleneck but many types are sold out for the next 2-5 years. Because of this, they’re causing widespread DC delays and should be a good structural long from backlog visibility + extreme demand.