好刺激

$Lumentum Holdings Inc.(LITE)$ 大客户华为被调查，看来最近半年是凉了，到40多再做个低吸吧，各位保重，心态第一

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精彩评论

理性投资机器ZS
2018-04-25
理性投资机器ZS
搞清楚，它的大客户是苹果！
- 蔚来韭号员工回复理性投资机器ZS:
  能避免啊中兴出事后那波反弹就该跑了，现在被套了要么就是没时间管理股票的，要么就是没有避险意识的。
- 理性投资机器ZS回复konya:
  所以这支股票只能看长线，短期大波动幅度也是没法避免的
- konya回复芥末绿茶:
  不过lite的主要业务还是光通信设备这个倒是实实在在的。
- konya回复芥末绿茶:
  iPhone停产？这个说法是真的不靠谱。在美国我见到不少城市都有几年没出现过的排队买iPhone的场景。
- konya回复理性投资机器ZS:
  lite不止做激光点成像，还有基站的零配件业务，还有通讯技术，在激光点市场没能真正发展起来，量产能力也不够强大的时候，只关注单一业务，对公司经营的了解就片面了，最后就是对公司业绩的误判。华为对lite的经营业绩意义还是挺大的…
宇宙龟
2018-04-26
宇宙龟
做好风控，一切都风轻云淡。
兴华君141319
2018-04-25
兴华君141319
苹果也卖得不好

发表看法

24

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