
$諾基亞(NOK.US)香櫞研究 Citron Research 在最新的貼文中表達了看漲觀點!核心觀點是諾基亞之前收購的英飛朗,擁有光通訊硬件產品並與 lite 等企業一併分析,我引用一段 “A year ago, Nokia bought a company called Infinera , which meant Nokia went from reselling other people’s chips to owning its own chip factories. That‘s a huge deal. Every other company in this space that owns their own chips (Lumentum, Coherent) trades at a massive premium. Nokia doesn’t yet. The market hasn‘t caught on.”
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