中文翻译
$ALRIB 股东大会纪要今日发布。 - 第二套 ROSIE 系统预计将很快交付给美国一家领先的量子计算玩家。 - 他们还在加强其用于光子学 BTO/STO 产品的商务拓展(BD)，并记录了强烈的兴趣。 - 仅作背景补充：他们是与 Veeco 并存的分子束外延(MBE)双寡头之一，Veeco 近期因量子计算曝光度而大幅重估（披露：我持有 Riber 股票）。 - 整体上是积极的发展。
· 个股论点
Riber交付量子计算系统并获微软关注，MBE双寡头地位受肯定。
相关概念： 光子学 Photonics
英文原文
$ALRIB general meeting notes came out today. -2nd ROSIE System expected to be delivered shortly to a leading quantum computing player” in the US. - They’re also intensifying BD for their products used for BTO/STO on photonics and recorded strong interest. Just for background, they’re the MBE duopoly with Veeco, which got re-rated heavily recently (Disclosure own Riber), with exposure to Quantum. Positive development overall.