Lucy L.
@LucyBuilding
👩前 Web3 工程师｜浙大 CS 硕士
✍️Writing about US/HK equities, AI infra, semis & crypto
📈 拆解普通人真正能执行的投资路径
Sharing tools, frameworks and real portfolio notes
加入 July 2024
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美国限制中国光模块后，中国确实可能用InP出口许可反制，AXTI的产能又高度集中在中国。CXMT的政策风险也在升高。
Will China still allow InP exports to the U.S.? I’m very bearish on AXTI. Now I’m starting to wonder whether U.S. companies will even be able to use CXMT DRAM.
Not financial advice. Do your own research.
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