· 业绩复盘

复盘SOI:媒体和机构质疑后散户卖出,机构买入,2个月从40涨到140。

涉及标的:

中文翻译

再提醒一次: 我3月在 $SOI 40美元发帖一天后。 花旗和 Kepler 点名我并说: “很难理解为什么 [Soitec] 股价涨这么多。” “市场热情是否过度?花旗认为是。” 然后我被欧洲本地媒体负面点名。 不幸的是,许多散户在这些报告后卖出,而机构下单买入流通盘。 2个月后,Soitec 现在交易在140美元。 而今天很多同样机构给出250美元目标价。

英文原文

Just another reminder: One day after my $SOI post back in March at $40. Citibank and Kepler called me out and said “it is very difficult to understand why the action [Soitec] has risen so much” “Is the enthusiasm of the market exaggerated? That's what Citi thinks.” Then I got a bunch of negative callouts from local European media. Unfortunately many retail investors sold after these reports, while institutions had orders in to buy up the float. 2 months later, Soitec is now trading at 140. With many of these same institutions giving 250 PTs today.

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