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FLNC 基本面疲弱，因指引下调且 EBITDA 预计下滑；增长缓慢使其不具备持有吸引力。
Fluence下跌20。我不明白为什么非得增发股票。Fluence，不，他们把展望从30亿下调到24亿。现在他们预计调整后EBIDA下降2亿，而去年同期是下降1000万。
Fluence down 20. I don't know why it has to be an equity raise. Fluence, no, they cut their outlook from 3 billion to 2.4. And now they're expecting a 200 million adjusted EBIDA decline versus a 10 million decline year-over-year.
当基本面这么糟糕的时候，你才会害怕持有一只股票。当增长下滑，而在一个市场里如果你是成长股就不能没有增长，尤其是在利率更高的情况下，你不能让增长放缓。
When the fundamentals are this [ __ ] that's when you get scared of owning onto a stock. When growth goes down in a market where if you're a growth stock, you cannot have growth, especially with higher interest rates, you can't have growth slow down.