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～

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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。

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