電力設備製造商,AI所需電力基礎設施不可缺少,訂單增長率70%,但剛投資新建12間工廠,未來18-24個月現金大量流出,短期股價難以大幅上升。
「「ETN, it is also essential for AI... The growth in orders is also very impressive 70% growth rate... But he invested heavily in 12 factories again. When these factories are built, Cash will flow out. It takes 18-24 months.」」