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Chris Lee
@ViewsOfChris
Joined March 2023
0 Following    0 Followers
Chris Lee@ViewsOfChris
2026.07.24 03:09
最近，光模块的表现远不如存储，反弹的力度肉眼可见，说白了还是business timing 和market timing 的结果。 规模远不如存储，而且标的更为分散，不如存储集中。可以细琢Frank .@qinbafrank 之前的投研，很详细和全面。 技术、良率、量产，光模块都存在不确定性。
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