一个被潜藏着的百亿美元级别公司

$Lumentum Holdings Inc.(LITE)$

坚持持有2年～

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

konya
2018-02-07
konya
看看竞争对手的发展情况吧。如果短期内菲尼萨网络等较多公司实现量产，股价估计会有较大幅度的震荡，但现在看一年肯定是稳的。两年不太看好，建议对比国内光伏产业。
- konya回复随便咯:
  所有硬件产业都相同，甚至可以说除了行政垄断以外的所有行业都如此。参见液晶产业，个人电脑，智能手机，还有页岩气开采。就是一旦市场成熟，一个开放市场的产品供给量增加，必然带来价格的下跌。随之而来的，必然是成本控制的比拼。行业开拓者，领先实现技术突破的公司不一定有降低量产成本的能力。这是我基于以上对硬件甚至所有行业的理解做出的判断，也就是当下在技术上有优势的公司，依然面对价格竞争压力。
- 随便咯:
  光伏产业的硬需求，不如3d激光建模吧，而且光伏产业，是红海，技术大家差不多。

发表看法

3

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":157611,"tweetId":"157611","gmtCreate":1518017546423,"gmtModify":1704889069636,"author":{"id":3461113521672926,"idStr":"3461113521672926","authorId":3461113521672926,"authorIdStr":"3461113521672926","name":"RexXu","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":2,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"一个被潜藏着的百亿美元级别公司","extraTitle":"","html":"<html><head></head><body><p>$Lumentum Holdings Inc.(LITE)$ </p> <p></p> <p>坚持持有2年～</p> <p></p></body></html>","htmlText":"<html><head></head><body><p>$Lumentum Holdings Inc.(LITE)$ </p> <p></p> <p>坚持持有2年～</p> <p></p></body></html>","text":"$Lumentum Holdings Inc.(LITE)$ 坚持持有2年～","highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/157611","repostId":0,"isVote":1,"tweetType":1,"viewCount":2141,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["LITE"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":40,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":642847,"commentId":"642847","gmtCreate":1518017796649,"gmtModify":1518017796649,"authorId":3475415022952531,"author":{"id":3475415022952531,"idStr":"3475415022952531","authorId":3475415022952531,"name":"konya","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":157611,"objectIdStr":"157611","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"看看竞争对手的发展情况吧。如果短期内菲尼萨网络等较多公司实现量产，股价估计会有较大幅度的震荡，但现在看一年肯定是稳的。两年不太看好，建议对比国内光伏产业。","text":"看看竞争对手的发展情况吧。如果短期内菲尼萨网络等较多公司实现量产，股价估计会有较大幅度的震荡，但现在看一年肯定是稳的。两年不太看好，建议对比国内光伏产业。","html":"看看竞争对手的发展情况吧。如果短期内菲尼萨网络等较多公司实现量产，股价估计会有较大幅度的震荡，但现在看一年肯定是稳的。两年不太看好，建议对比国内光伏产业。","likeSize":1,"commentSize":2,"subComments":[{"id":670458,"commentId":"670458","gmtCreate":1520682431796,"gmtModify":1520682431796,"authorId":3475415022952531,"author":{"id":3475415022952531,"idStr":"3475415022952531","authorId":3475415022952531,"name":"konya","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3480912889050798,"repliedAuthor":{"id":3480912889050798,"idStr":"3480912889050798","authorId":3480912889050798,"name":"随便咯","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":157611,"objectIdStr":"157611","type":1,"supId":642847,"supIdStr":"642847","prevId":670439,"prevIdStr":"670439","content":"所有硬件产业都相同，甚至可以说除了行政垄断以外的所有行业都如此。参见液晶产业，个人电脑，智能手机，还有页岩气开采。就是一旦市场成熟，一个开放市场的产品供给量增加，必然带来价格的下跌。随之而来的，必然是成本控制的比拼。行业开拓者，领先实现技术突破的公司不一定有降低量产成本的能力。这是我基于以上对硬件甚至所有行业的理解做出的判断，也就是当下在技术上有优势的公司，依然面对价格竞争压力。","text":"所有硬件产业都相同，甚至可以说除了行政垄断以外的所有行业都如此。参见液晶产业，个人电脑，智能手机，还有页岩气开采。就是一旦市场成熟，一个开放市场的产品供给量增加，必然带来价格的下跌。随之而来的，必然是成本控制的比拼。行业开拓者，领先实现技术突破的公司不一定有降低量产成本的能力。这是我基于以上对硬件甚至所有行业的理解做出的判断，也就是当下在技术上有优势的公司，依然面对价格竞争压力。","html":"所有硬件产业都相同，甚至可以说除了行政垄断以外的所有行业都如此。参见液晶产业，个人电脑，智能手机，还有页岩气开采。就是一旦市场成熟，一个开放市场的产品供给量增加，必然带来价格的下跌。随之而来的，必然是成本控制的比拼。行业开拓者，领先实现技术突破的公司不一定有降低量产成本的能力。这是我基于以上对硬件甚至所有行业的理解做出的判断，也就是当下在技术上有优势的公司，依然面对价格竞争压力。"},{"id":670439,"commentId":"670439","gmtCreate":1520671818404,"gmtModify":1520671818404,"authorId":3480912889050798,"author":{"id":3480912889050798,"idStr":"3480912889050798","authorId":3480912889050798,"name":"随便咯","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":157611,"objectIdStr":"157611","type":1,"supId":642847,"supIdStr":"642847","prevId":0,"prevIdStr":"0","content":"光伏产业的硬需求，不如3d激光建模吧，而且光伏产业，是红海，技术大家差不多。","text":"光伏产业的硬需求，不如3d激光建模吧，而且光伏产业，是红海，技术大家差不多。","html":"光伏产业的硬需求，不如3d激光建模吧，而且光伏产业，是红海，技术大家差不多。"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/157611"}