中文翻译
今日报道，Leopold 旗下的 Situational Awareness 收购了太阳诱电 (Taiyo Yuden, $6976) 11.62% 的股份。较 7 月 16 日的 5.99% 有所增加。我同意他的观点（如果他仍持有该仓位），即这家 MLCC（多层陶瓷电容器）制造商对全球 AI 供应链极具价值。https://t.co/fAQNpAFfhU
· 供应链分析
博主认同太阳诱电作为MLCC厂商对全球AI供应链的关键价值。
涉及标的： $6976
英文原文
It was reported today that Leopold’s Situational Awareness acquired 11.62% of Taiyo Yuden (6976). Up from 5.99% as of July 16th. I do agree with his position (if he still has it) in terms of how valuable this MLCC manufacturer is to global AI supply chains. https://t.co/fAQNpAFfhU