中文翻译
@sokarsokk 混合了算法、空头以及数十个被重新启用或休眠的账户，专门用于散布关于 $SIVE 的负面消息。很难相信那些在 2016 年亚洲 ICO 期间用于营销的账户，或是新的 X 账户，会突然开始只发布 50 条针对 Sivers 的负面评论。尽管这些行为会导致短期波动，但基本面终将回归。我看到的实质性看空因素是，从 Fab-lite（轻晶圆厂）模式转向混合制造模式所带来的资本支出（Capex）增加的影响（但从长远来看这是不可避免的）。我还没看到多少人评论这一点。
· 个股论点
SIVE遭恶意做空，长期Capex增加是主要看空点。
涉及标的： $SIVE
相关概念： AI 资本支出
英文原文
@sokarsokk Mix of algorithms, short sellers, dozens of repurposed/dormant accounts dedicated toward spreading negative news about $SIVE Hard to believe accounts used for marketing during 2016 Asian ICOs or new X accounts would just start posting 50 negative comments only about Sivers. Regardless of near term volatility these things cause, fundamentals will catch up. The materially bearish thing I see is implications of increased capex spend from going to a hybrid manufacturing model from fablite (but it’s inevitable in the long run) I haven’t really seen much people comment on that