02/18/2025, 07:29 AM UTC
Enovix：2025年定位精准，我看好其长期潜力Enovix: Very Well Positioned In 2025, I'm Long
1. Enovix是一家正在开发高性能电池的预收入公司；2. 该公司计划于2025年底在马来西亚开始大规模生产；3. 成功取决于实现95%的电池良率和锁定主要客户；4. 尽管过去有过误判，但作者看好Enovix的长期潜力；5. 由于对良率和生产扩大的依赖，该股票被视为高风险、高回报的投资。1. Enovix is a pre-revenue company developing high-performance batteries; 2. The company aims to start mass production in Malaysia by late 2025; 3. Success hinges on achieving 95% battery yields and securing major customers; 4. Despite past misjudgments, the author is bullish on Enovix's long-term potential; 5. The stock is considered high-risk, high-reward due to its reliance on yield targets and production ramp-up.---
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