Rosenblatt 第六屆 AI 科技峰會

Aug 19

聚焦光通訊

2 Comments

以成長的斜率來說貌似光通這邊機會很大，之前好像有印象看到說要對這族群做波段，是因為估值很高震盪很多嗎?

對，P/E ratio 都不低

跟 memory 邏輯不一樣

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