原文:
Serenity 白毛女-中文翻译(公开)
Serenity 白毛女-中文翻译(公开)
原文:
Very interesting to notice Taiwan wildly outperform the rest of the World like US/EU.
Foci ($NVDA / $TSM FAU supplier) went from 400 -> 900 -> 400 -> 800, and recovered insanely fast from July.
Not sure if earnings like Etron or others are just absurd to not care about macro? https://t.co/WHzwj9n6e8
翻译:
很有意思的是,台湾的表现远超美国/欧盟等其他地区。
Foci($NVDA / $TSM FAU 供应商)从 400 -> 900 -> 400 -> 800,且自七月起恢复速度惊人。
不确定像 Etron 等公司的盈利是否真的可以不考虑宏观因素? https://t.co/WHzwj9n6e8


Very interesting to notice Taiwan wildly outperform the rest of the World like US/EU.
Foci ($NVDA / $TSM FAU supplier) went from 400 -> 900 -> 400 -> 800, and recovered insanely fast from July.
Not sure if earnings like Etron or others are just absurd to not care about macro? https://t.co/WHzwj9n6e8
翻译:
很有意思的是,台湾的表现远超美国/欧盟等其他地区。
Foci($NVDA / $TSM FAU 供应商)从 400 -> 900 -> 400 -> 800,且自七月起恢复速度惊人。
不确定像 Etron 等公司的盈利是否真的可以不考虑宏观因素? https://t.co/WHzwj9n6e8


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