· 个股论点

建议SIVE重塑为高增长光学公司,摆脱本地市场拖累。

涉及标的:

中文翻译

@maroonjacket1 嗯,$SIVE 的 CEO 确实牛,但如果你去鱼市,就别指望有人问鱼以外的问题。Sivers 需要开始将自己定位并传达为一家高增长的光学公司,而不是被本地市场拖累。

英文原文

@maroonjacket1 Nah $SIVE CEO is goated, but if you go to a fishermen's market, don't expect many questions outside of fish. Sivers needs to both start treating and communicating themselves as a hypergrowth optical company. Rather than being weighed down by local markets.

在 X 上查看原推 ↗