ENPH因高利率而表现疲软；潜在看涨逻辑取决于收益率见顶以及数据中心期权在大约1.5个月内兑现。
逐段跳播
所以，是的。顺便说一句，这两件事都值得注意，它们对利率敏感，对吧？
So, yes. Both of these things, by the way, are worth noting are sensitive to interest rates, aren't they?
也许还有Enphase。Envis目前有一个小的买入期权，作为对数据中心的押注，但它主要是一个对利率敏感的押注。因此，在利率这么高的时候，它是一只糟糕的股票。在利率升得这么高的时候，一只非常糟糕的股票。
但是，我想在这里说实话。Envis是能源领域的竞争对手。我的意思是，就连特斯拉也未能达到它的吉瓦预测。他们预期，嗯，他们拿到了13.7吉瓦，而他们预期，或者说他们差了14%。然而，你几乎可以说Invis的底部操作已经结束了。
是不是这样？看看这个。它们在加息周期中大幅而残酷地下跌。让我们在这里画这些灰色的小线。底部已经达到，你实际上可以说，既然我们在这里处于收益率峰值，而它仍在底部挣扎，你可以说它目前是一家非常便宜的公司。
44亿美元，附带一个在开关上购买数据中心的期权，我相信他们会在接下来一个半月内提供。所以，我的一部分有胆量说，如果我们达到收益率峰值，而Envis的数据中心期权成为现实，那么这就是一个非常便宜的竞争对手，尽管，你知道，他们那些老应用之类的，没有特斯拉的吸引力。我的意思是，特斯拉就像10分满分，你知道，
And perhaps Enphase as well. Envis currently has a small buy option as a bet on data centers, but it is mostly an interest rate-sensitive bet. Therefore, it is a bad stock when the interest rate is this high.
A very bad stock with interest rates rising this high. But, I want to be honest here. Envis is a competitor in the energy sector. I mean, even Tesla failed to meet its gigawatt predictions.
They expected well, they got 13.7 gigawatts, and they expected or they failed by 14%. However, you could almost say that the Invis bottom operation is over. Isn't that so? Look at this.
They fell sharply and brutally during the interest rate hike cycle. Let's draw these small gray lines here. The bottom has been reached, and you could actually say that since we are at the peak of returns here and still floundering at the bottom, you could say that it is a very cheap company at the moment .
$4.4 billion with an option to purchase a data center on the switches, which I believe they will offer within the next month and a half. So, part of me has the nerve to say if we get to peak returns and Envis's data center option comes to fruition, then this is a very cheap competitor even though, you know, their legacy apps and the like, they don't have Tesla's appeal. I mean, Tesla is like a 10 out of 10, you know,
然后你有Invis，它大概像3分。但它会给你做一顿美餐。
Then you have Invis, which is like 3. But it will make you a great meal.
观察点
这个频道对 $ENPH 的历次判断
Meet Kevin 在这只股票上只有这一条判断。