中文翻译
看吧，$SOI 自我做多以来现在已经上涨4倍以上。 财报后又上涨15%+。 尽管媒体“分析师”声称 Soitec 没有任何新东西。 它们试图重组公司，以回应光子学对 SOI 衬底的需求。 这对公司未来两年的发展是相当正面的读出。 再次强调，对拥有前瞻增长机会的公司，关键是看未来…… 而不是过去的财报，不像某些欧洲人可能只关心这个。
· 业绩复盘
SOI自其做多以来已涨超4倍，并因光子学衬底需求而重组公司。
涉及标的： $SOI
英文原文
Oh look, $SOI is now up 4X+ since I went long. And another 15%+ after earnings. Despite media“analysts”claiming there was nothing new with Soitec. The fact they’re trying to reorganize the company to answer demand for SOI substrates for photonics. It’s a pretty positive read-through on what’s to come for the company in the next two years. Again with companies with forward growth opportunities, it’s about looking at the future… not past earnings, unlike what some Europeans might only care about.