· 杂谈
涉及标的： $ALRIB$IQE$LWLG$MSFT$RPI$SIVE$SOI
纯粹出于好奇。为什么欧洲人讨厌自己国家的市场？如果看看我所有的核心长仓股票：$IQE今年迄今上涨837%，$SIVE上涨385%，$ALRIB上涨258%，$SOI上涨208%，$RPI上涨107%。当地分析师和记者不断释放负面情绪。但这些公司都是各自国家的国家安全瑰宝（除了树莓派Raspberry Pi）。当地人最终都在底部卖出所有股票，然后股票就转移到美国投资者和机构手中。然后他们就享受不到任何上涨红利。如果像Riber这样的公司被$MSFT用于量子领域，并以26倍市盈率交易，在美国估值会超过16亿美元，就像$LWLG一样。但如果这类公司有任何估值溢价，人们就会酸溜溜的。我见过的对外资最感激的群体是日本人，大多数人都非常欢迎。我认为欧洲人应该为自己领先的前沿公司感到骄傲，因为它们正在受益于西方资本。这样它们才能扩大产能，满足美国超大规模云服务商的需求？这对公司、本地经济都是正和效应。这种落后的思维模式现象需要改变。
Out of curiosity. Why do Europeans hate their own markets? If you look at all my core longs: $IQE up 837% YTD $SIVE up 385% YTD $ALRIB up 258% YTD $SOI up 208% YTD $RPI up 107% YTD It’s just endless salt coming from local analysts and reporters. But they’re the national security gems in each country (aside from Raspberry Pi). Locals end up selling all their shares at the bottom, then it just transferred to American investors and institutions. Then they don’t get any of the upside. If a company like Riber is used by $MSFT quantum and traded at a 26 p/e, it would be $1.6B+ in the US like $LWLG. But people are salty if it has a valuation premium at all. The only appreciative community for foreign capital I’ve seen are Japanese, and most have been incredibly welcoming. I feel like Europeans should be proud their leading frontier companies, are benefiting from Western capital. So they can scale up production needed for American hyperscalers? It’s a positive sum effect on the company, and the local economies as well. This backward mindset phenomenon needs to change.