· 供应链分析

认为EU政策框架给欧洲光子学玩家长期结构性顺风。

中文翻译

回复 @spring_grandpa:这是欧洲光子学玩家的结构性长期顺风,因为它是一个监管框架。 现在光子学已经成为政府政策新的关键部分。 这不是一天暴涨的催化,可能需要等几个月,让具体公司在其中被点名。

英文原文

@spring_grandpa It's a structural long term tailwind for EU photonic players since its a regulatory framework. Now that photonics is a new critical part of gov policy. Not a massive one-day spike, would need to wait maybe a few months for individual companies to get namedropped for that.

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