中文翻译
@sellihca_espn 我的记忆包（持仓）相当沉重，谢谢关心。纯粹出于好奇，你认为与 $MU 签署的 16 份以上长期协议（Long Term Agreements, LTAs）...以及 $SNDK 到 2030 财年 80% 的毛利率预测是周期性大宗商品吗？（他们的长期协议已覆盖 2028 年大部分产量）。在我看来，这周期相当长...
· 供应链分析
质疑MU和SNDK的长期协议及高毛利预测，认为其周期极长。
英文原文
@sellihca_espn My memory bags are decently heavy, thank you for asking. Just out of curiosity, you think 16+ long term agreements with $MU. And $SNDK 80% gross margin projections through fiscal 2030 is a cyclical commodity? (their LTAs already cover majority of 2028 output). This is quite a long cycle if you ask me...