VEECOVeeco

历史观点（1 条，最新在上）

1. 2026/06/18 07:43提及跳转 X 原文 →
   English · 原文

   $ALRIB general meeting notes came out today. -2nd ROSIE System expected to be delivered shortly to a leading quantum computing player” in the US. - They’re also intensifying BD for their products used for BTO/STO on photonics and recorded strong interest. Just for background, they’re the MBE duopoly with Veeco, which got re-rated heavily recently (Disclosure own Riber), with exposure to Quantum. Positive development overall.

   中文 · 翻译

   $ALRIB 股东大会纪要今天出炉了。 - 第二套 ROSIE 系统预计很快就会交付给美国一家“领先的量子计算玩家”。 - 他们也在加大对光子学领域 BTO/STO 应用产品的 BD 力度，并表示收到了热烈的兴趣。 背景补充一下：他们和 Veeco 是 MBE 双寡头，Veeco 最近股价重新估值大幅提升（披露：本人持有 Riber），且都涉及到量子领域。 总体来看是积极的进展。