· 个股论点

Hammond变压器多头两个月上涨83%,需求可见度高。

涉及标的:

中文翻译

$HPS.A 接近两个月时间框架。 “天上的变压器”自那以后上涨83.3%。大黄蜂 go brrr? 但说真的,变压器需求可见度非常高,积压订单扎实,干式变压器市场份额高。 不算抛物线式上涨,但看起来是一个有吸引力的复利标的。

英文原文

$HPS.A is close is to a 2M timeframe. Transformers in the Sky are up 83.3% since. Bumblebee go brrr? But in all reality, transformers demand visibility is very high, solid backlog, high market share (of dry). Not exactly parabolic, but looks like a compelling compounder. https://t.co/bNGwjqfZ4M

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