· 方法论
$LPK / $LPKFF 的财报出来了。 我在 X 上看到很多非常愚蠢的评论。如果你想知道怎么分析认证周期公司，其实和 $AEHR 一样。 除非有特别糟糕的消息，否则没人会在意当期盈利。你在量产爬坡前营收少了 800 万欧元，也不代表什么。 LPKF 之所以值得做多，唯一原因就是 2027 年 LIDE 玻璃核心基板进入量产。 真正要看的，是两小时后的电话会，而不是当期财务数据，以及关于高量产和客户的 संकेत。 人们之前在 $AEHR 上也犯过同样的错误，因为看了旧财报就卖掉，而不是听电话会。
$LPK / $LPKFF earnings are out. Seeing a lot of very dumb commentary on X. If you're wondering how to analyze qualification-cycle players, it's the same as $AEHR. Nobody cares about current earnings unless there's something extremely bad. If your revenue declines -8M euros before any volume ramp, it doesn't mean anything. The only reason why LPKF is a long anyway is 2027 LIDE glass core substrate mass production. Main thing to look at is earnings call in 2 hours not current financials and indication of high volume production + customers. People made this same mistake with $AEHR selling off on previous financials instead of listening to the call.