中文翻译
@Berlinergy 呃，我个人主要是增加了多层陶瓷电容(MLCC)的头寸，而不是增加NAND的敞口。由于MLCC的价格/供应紧张情况类似于早期NAND涨价周期……如果你的无源元件玩家想跟随 $SNDK 的路径。只是说它显示出相似性，但我不确定我们会看到如此极端的情况。需要再等一两个季度看看。
· 供应链分析
MLCC供应紧张类似NAND周期，但幅度可能不及，需观察。
涉及标的： $SNDK
英文原文
@Berlinergy Uhh I mainly just increased MLCC positions rather than NAND exposure personally. Since MLCC prices/tightening resembles the early NAND hike cycle… if your passive component players want to tag along $SNDK path. Just saying it shows resemblance, but I’m not sure we’ll get something as extreme. Will need to wait a quarter or two.