Patri

[Patri @Patriuehx]

@XiaoM17 这玩意开盘前就有了

[Patri @Patriuehx]

@Shirota289mimi 非国民

[Patri @Patriuehx]

@qi_hao74354 @tuolaji2024 和资金没关系。主要是前两天那个禁令杀伤太大了。打断了光的远期估值。

[Patri @Patriuehx]

@Bob3804632234 @China_V7 Haha, you’re so confident — but what if you’re the one who’s been brainwashed? The world is huge, go see more of it.

[Patri @Patriuehx]

@read0757 @ShanghaoJin 那么代价是什么呢，通胀持续上升么

[Patri @Patriuehx]

@Alternative3111 @China_V7 日本は最近むしろ売れているって知らないの？

[Patri @Patriuehx]

@Bob3804632234 @China_V7 It is well‑known that the COVID‑19 virus originated from Fort Detrick.

[Patri @Patriuehx]

@tuolaji2024 想多了，这个反制压根不是针对昨天光模块的。怎么可能因为一个小作文去反制。这个是针对新疆强迫劳动和之前逆变器之类的

[Patri @Patriuehx]

@xianzhizhou 这不对吧，光模块这个事还没正式落地呢。因为一个小作文制裁对方？感觉不是因为这个

[Patri @Patriuehx]

@Sean_Feeder @cczjyz @9andrey9 要不你查查住友近期出货情况，你不会真的信高市说的海底挖稀土吧。还有所谓的国产化替代，那是因为最开始美国主动禁售，可不是中国不买

[Patri @Patriuehx]

@Chaimeisenberg @ThinkFinance999 In fact, all those so‑called security threats the US talks about are things they’ve done themselves, lol.

[Patri @Patriuehx]

@QuantDominus @jukan05 Wait a minute. Wasn’t MU restricted because the US moved first to ban chip sales

[Patri @Patriuehx]

@6mTya この問題、俺できるぞ、非国民め

[Patri @Patriuehx]

@WDChokepoint @pequityresearch Why do you think AXT would still get access to InP if the ban actually goes through? China would just stop exporting it.

[Patri @Patriuehx]

@wy_rhhslnd @jukan05 It’s not the same thing. Nvidia chips can’t be sold in China because the US won’t let them.

[Patri @Patriuehx]

@pequityresearch I don’t get your logic. This will only lead to tighter InP export restrictions.

[Patri @Patriuehx]

@xyue13 @xianzhizhou 要是有利润美国能不做嘛 实际上光模块毛利有点低。。为了这点利润增加本已捉襟见肘的ai资本开支，ai药丸

[Patri @Patriuehx]

@Sean_Feeder @cczjyz @9andrey9 日本的inp原料哪里来

[Patri @Patriuehx]

@fly2_1M -3开盘我算你牛逼好吧。起码-10

[Patri @Patriuehx]

@larmatrade If the ban comes into force, AXT, whose production raw materials are all sourced from China, will go bankrupt immediately.