$Nokia Oyj(NOK.US)
NOK's recent rebound has been weak, which is disappointing. On one hand, it wasn't included in the recent optical ETF; on the other hand, the capacity for indium phosphide was not ideal in the Q2 report, and order conversion is a bit slow. It is expected to ramp up starting from Q3 or Q4.
In the second half of the year, we will focus on the listing situation of NScale in September, as well as the expansion progress of the San Jose factory and the newly acquired NXP factory.
The Fed's data today cooled down expectations for rate hikes somewhat, but we still need to pay attention to what Waller will say at the Jackson Hole annual meeting at the end of the month.
Hope love comes in late autumn! 😭
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