中文翻译
@TedWilliams1930 只是小幅加仓，做了些摊平。我在它涨 50% 之前就已经有 HB 了。 只是抛出一些想法，SKC 更有争议；如果扩产是靠债务推动、还有旧业务拖累，我会更谨慎。 但它确实是玻璃基板领域的领导者之一。
· 个股论点
小幅加仓 SKC，但对债务驱动扩产保持谨慎
涉及标的： $SKC
英文原文
@TedWilliams1930 Very tiny add, cost averaging. I had HB before it jumped 50% though. Just throwing out ideas, SKC is more questionable, I get more uneasy when buildout is fueled with debt + there’s legacy drag. But it is one of the leaders in glass substrates.