中文翻译
早？它才刚开始，大家都能提前抢跑下一轮大超级周期。 $LITE 自己都说了，CPO 存在极其严重的供需失衡，而 scale up CPO 还是它们最大的单一增长驱动，只是现在还在幼年期…… 这对 CPO 名字来说极度看多。
· 方法论
强调 CPO 仍处最早期，大家都能提前布局
涉及标的： $LITE
英文原文
Early? It's at the very beginning, and everyone gets to frontrun the next major supercycle. $LITE literally went out and said there's an incredible supply demand imbalance for CPO. And that scale up CPO is their largest single growth driver that's still at its infancy... This is incredibly bullish for CPO names.