· 供应链分析

解释 CPO 前置布局下短期波动和做空比例

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中文翻译

@TFillkcs80260 对,如果你在提前押 CPO 周期,波动会很大,因为收入还没真正进入报表。 我估计这一周又有大约 3% 的流通股被做空,所以现在可能在 9% 到 10% 左右。

英文原文

@TFillkcs80260 Yeah there's probably going to be a lot of volatility if you're frontrunning the CPO cycle since revenue hasn't hit the balance sheet yet. Think another ~3% of the float has been shorted this week so should be around 9-10% around now i think.

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