· 供应链分析

市场注意力短,需提醒MLCC等供应链瓶颈依然存在。

中文翻译

@MartinShkreli 我认为它们(瓶颈)和以前一样,只是有些像存储(Memory)那样变得更糟了。然后你会看到像 MLCC 或 WF6 这样的新瓶颈最近冒出来。只是现在市场的注意力持续时间极短,他们需要被提醒一个瓶颈仍然是一个瓶颈。

英文原文

@MartinShkreli I think they’re still the same as they were before, with just some like memory getting worse. Then you have new ones pop up like MLCC or WF6 recently. Just attention span is extremely short with markets nowaday, and they need to get reminded that a bottleneck is still a

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