· 个股论点

SIVE纳入MSCI并获得660万美元CHIPS资金,政府托底关键瓶颈。

涉及标的:

中文翻译

$SIVE 刚被纳入 MSCI,这意味着两周内可能又有数千万美元买盘压力。 此外还有新的660万美元 CHIPS Act 资金进入,这是很棒的资本注入。 最大的是这项 CHIPS Act 进展带来的收入含义,无论它们正在做什么黑魔法。政府把 Sivers 作为关键 chokepoint 托底,是锦上添花。 我个人认为它还会涨很多。

英文原文

$SIVE just got MSCI inclusion and that's another likely tens of millions buying pressure in 2 weeks. Then there's new $6.6M CHIPS ACT funding coming in, which is an amazing capital injection. The largest thing is revenue implications from this CHIPS ACT development, whatever black magic they're working on. Gov backstopping Sivers as a critical chokepoint is a cherry on top. I personally think it's going much higher.

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