中文翻译
你会看到媒体、银行、分析师去做空 $RKLB,因为大家都觉得他们不可能和 SpaceX 竞争。 后来媒体又去做空 $AMD,因为大家觉得他们不可能和 $INTC(现在是 $NVDA)竞争。 但他们当时确实就是那个领域里的领导者,Rocket Lab 小型可重复使用火箭的成功就是证明。 只是很难一开始看出来,因为情绪总是先站在这些小公司对面,直到它们被“验证”之后才转向。 等它们被验证的时候,你已经错过全部上行了。
· 方法论
你会看到媒体、银行、分析师去做空 $RKLB,因为大家都觉得他们不可能和 SpaceX 竞争。 后来媒体又去做空 $AMD,因为大家觉得他们不可能和 $INTC(现在是 $NVDA)竞争。 但他们当时确实就是那个领域里的领导者,Rocket Lab 小型可重复使用火箭的成功就是证明。 只是很难一开始看出来,因为情绪总是先站在这些小公司对面,直到它们被“验证”之后才转向。 等它们被验证的时候,你已经错过全部上行了。
You had the media/banks/analysts going after $RKLB because everyone thought they couldn't compete against SpaceX. Then you have the media going against $AMD because they couldn't compete against $INTC (and now $NVDA). They were genuinely the leaders in the space, as seen with Rocketlab success with their small reusable rockets. But it's hard to find because sentiment is always going against these small players until they get "validated". By the time they do, you miss out on all the upside.