EOS从350美元买入区反弹至387-394美元，谷歌子公司合同构成正面参考，但在盈利改善前风险犹存，仓位规模应受限。
逐段跳播
EOS。人们想更多地谈论 EOS。我确实说过买入区间是 350 美元。我们上周触及了那个位置。现在它是 387、394。它已经反弹了大约 50，但这一只只是需要开始把盈利状况重新理顺，他们在 11 月有财报，希望会表现相当不错。
但他们在签合同。Google 的一家子公司正在购买他们的储能系统，这对他们来说也是一个很好的参照点，而且他们还会做更多。我预期他们明年会是好的一年，但我不会在这个仓位上做得太大。
在他们真正开始把财务数据收拾利落之前，这非常冒险。
EOS. People want to talk more about EOS. I did say buy zone $350. We hit that last week. And now it's uh 387 394. It has rebounded up about 50, but this one just needs to start getting their earnings back in shape and they've got earnings report in November which hopefully will do quite well.
But they are doing contracts. There is a subsidiary of Google that's buying their energy storage systems which is a great reference point for them as well and they'll do a lot more.
I expect a good year for them next year but I wouldn't go too big on this position. It's very risky until they really start getting their financials buttoned away.
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