中文翻译
@dBooray 不，我仍然在运营层面非常看好$SIVE，随着额外的晶圆代工产能分配(Foundry Allocation)增加以及6个可插拔模块(Pluggable)的披露，我的看好程度更高了。我只是无法从这些电话会议中获得我想要的回答，因为提出的引导性问题很烂，或者聚焦于错误的事情。
· 个股论点
博主重申对SIVE运营面极度看好，因产能增加及模块披露，但批评会议提问质量差。
涉及标的： $SIVE
相关概念： Pluggable 可插拔光模块
英文原文
@dBooray No I'm still very bullish operationally on $SIVE, and much more so with the additional foundry allocation + 6 pluggable disclosure. I just couldn't get the answers I wanted to from these calls, because the leading questions asked were crap or focused on the wrong things.