冷面杀猪王
04-07
$AXT Inc(AXTI)$
axt最差情况不就是成为云南锗业吗？没法出口而已，中国有着第二大的磷化铟需求市场。
云南锗业有更差的技术、更少的炉子、更低的良率、都300亿市值了
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亿千
04-07
亿千
15-70是一个很大的空间了. 参考稀土之前的USA rare～
亿千
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冷面杀猪王
:
衡量体系的资金品种不同，pe也不会一样
冷面杀猪王
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亿千
:
这公司毕竟产、销都在国内 只在国内
亿千
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冷面杀猪王
:
那你觉得寒武纪在美股大概多少价.. 拿美资价值体系比A股？
冷面杀猪王
:
是啊 可是我说服不了自己卖 云南锗业今天都340亿了吧 那公司怎么跟axt比
什么也没有了～
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