中文翻译
天啊，聊天室里不会吧……真不敢信 $AXTI / InP substrates 真的成了中美和特朗普、习近平贸易谈判的一部分？ 我这个 thesis 完全押对了。 但说真的，日本应该开始切断像 Ulvac 这样的上游设备供应，优先针对中国的人形机器人产业；红磷供应也该像 Rasa / NCI 那样限制。 而美国应该施压欧盟，把那些被中国公司像 Robotechnik 买走的 photonic 垄断资产，比如 ficonTEC，收回来。
· 供应链分析
把 AXTI / InP substrates 牵扯进中美谈判
涉及标的： $AXTI
英文原文
LOL chat no way... Can't believe $AXTI / InP substrates really a major part of the China-US Donald Trump's trade talks with Xi? I got this thesis completely right. But really, Japan should start to cut off upstream machine supply like Ulvac for humanoids. And red phosphorus like Rasa/NCI to China, if they're not shipping. And US should pressure EU to take back their their photonic monopolies like ficonTEC that Chinese companies like Robotechnik managed to buy.