🐦 推特SerenityV1 · 实盘观望把握 5/10
北京时间·🕒 发布 04-30 14:26:52时区推断·⟳ 抓取 06-03 19:00:02回填·⚡ 决策 06-17 05:42:16·132.8 天前
LPKF发布财报营收下滑，KOL呼吁关注2小时后电话会议及2027年LIDE玻璃基板量产指引
📄 原文Serenity↗ 原文
$LPK / $LPKFF earnings are out. Seeing a lot of very dumb commentary on X. If you're wondering how to analyze qualifica…
观望 LPKFF.US
财报刚发布且短期营收下滑，需等待2小时后的电话会议确认LIDE玻璃基板量产及客户指引；OTC市场流动性较差，等方向明确后再介入。
不做 AEHR.US
仅为KOL用于类比验证周期逻辑的标的，自身无新事件催化。
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展开原文 · 663 字
$LPK / $LPKFF earnings are out.
Seeing a lot of very dumb commentary on X. If you're wondering how to analyze qualification-cycle players, it's the same as $AEHR.
Nobody cares about current earnings unless there's something extremely bad. If your revenue declines -8M euros before any volume ramp, it doesn't mean anything.
The only reason why LPKF is a long anyway is 2027 LIDE glass core substrate mass production.
Main thing to look at is earnings call in 2 hours not current financials and indication of high volume production + customers.
People made this same mistake with $AEHR selling off on previous financials instead of listening to the call.
Seeing a lot of very dumb commentary on X. If you're wondering how to analyze qualification-cycle players, it's the same as $AEHR.
Nobody cares about current earnings unless there's something extremely bad. If your revenue declines -8M euros before any volume ramp, it doesn't mean anything.
The only reason why LPKF is a long anyway is 2027 LIDE glass core substrate mass production.
Main thing to look at is earnings call in 2 hours not current financials and indication of high volume production + customers.
People made this same mistake with $AEHR selling off on previous financials instead of listening to the call.
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