Chip Stock Investor 对 $MPWR 的判断变化
2026-08-28
《Wolfspeed Stock Jumped 8% — Time to Buy?》
MPWR是一家强劲的纯无晶圆厂电源半导体公司，增长高、利润率良好，是认真投资配置的首选。
当然，如果我们关注电力、半导体、无晶圆厂领域更纯粹的标的，Monolithic Power 确实非常出色。你能获得非常非常高的营收增长和高于平均水平的利润率。
Of course, if we're looking at more pure plays in power, semiconductors, fabless, Monolithic Power is really fantastic. You get really, really high revenue growth and above average profit margins.
如果我们考虑投入大量资金，而不仅仅是投机性押注，那就是我们个人开始着手的地方。
If we're looking to allocate serious amounts of money beyond just a speculative bet, that's where we're personally starting.
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