中文翻译
@nodeflowsol 变压器 / 开关设备的瓶颈大概会持续 1.5 到 5 年……而且几天前它们刚被认定为国家安全风险，随后总统也援引了《国防生产法》。 这些公司会因为联邦资金获得创纪录的 capex 流入和产能扩张。
· 供应链分析
变压器/开关设备短缺会持续
英文原文
@nodeflowsol Transformer/switchgear bottlenecks are like 1.5-5 years… and it was designated as a national security risk few days ago + got the defense production act invoked by the President. Lot of these players will get record inflows for capex + capacity growth from federal funding.