Enovix

回复@LeoGrant: 电池标的可以再考虑一个envx，100%硅负极，已经在商业化前夕了，近期观察到fab2工厂已经开始大量招人了，目前账上资金也非常健康//@LeoGrant:回复@韭菲特漂流记:poet，lite，asts，byrn,ampx，除此还有一个确定性弱的qs
poet 晶圆级光引擎，省去人工对准，明年商业化，功耗和成...

回复@LeoGrant: envx最大的问题有两个，第一个是吹的oem一直没看到着落，另一个是碳硅负极技术目前迎头赶上，比如最近的小米17系列7500mah就有900以上的体积能量密度。但是我觉得两个都是有解的meta马上要上的眼镜基本上是确定了envx供货，oem的测试流程确实比较长，明年应该就有落地。碳硅电池负...

回复@LeoGrant: 从我的角度看，envx一旦fab2工厂开始批量出货，那就是下一个巨头的诞生之路了//@LeoGrant:回复@高超的股市霸王:这个基本面有点问题，炒不炒就不知道了，一直说消费电子大客户，但是现在也确定不了，最关键的问题是国内的硅碳电池容量已经和它的产品持平，并且已经上机，荣耀的哪款...

回复@LeoGrant: 我觉得还有一点是市场的定价，ampx我是看着翻四倍的，eose也是，envx其实相较来说在网络上热度低很多，人人都认为确定性高能涨的时候已经需要警惕了。即使抛开基本面不谈，从情绪炒作的角度来说envx也还有一波//@LeoGrant:回复@高超的股市霸王:这个基本面有点问题，炒不炒就不知道...

$Enovix(ENVX)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0002052363-25-000020  Size: 5 KB 网页链接

$Enovix(ENVX)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001954760-25-000025  Size: 5 KB 网页链接

$Enovix(ENVX)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001954760-25-000030  Size: 5 KB 网页链接

$Enovix(ENVX)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001954760-25-000017  Size: 5 KB 网页链接

$Enovix(ENVX)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001961877-25-000018  Size: 5 KB 网页链接

$Enovix(ENVX)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001961877-25-000031  Size: 7 KB 网页链接

$Enovix(ENVX)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0002052363-25-000026  Size: 5 KB 网页链接

$Enovix(ENVX)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001954760-25-000032  Size: 5 KB 网页链接

$Enovix(ENVX)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0002052363-25-000035  Size: 5 KB 网页链接

$Enovix(ENVX)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001961877-25-000026  Size: 5 KB 网页链接

$Enovix(ENVX)$ 144 Report of proposed sale of securities Accession Number: 0001950047-25-007704  Act: 33  Size: 4 KB 网页链接

$Enovix(ENVX)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001975015-25-000015  Size: 5 KB 网页链接

$Enovix(ENVX)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001961877-25-000022  Size: 5 KB 网页链接

$Enovix(ENVX)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001961877-25-000033  Size: 5 KB 网页链接

$Enovix(ENVX)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001975015-25-000027  Size: 6 KB 网页链接

$Enovix(ENVX)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0002052363-25-000033  Size: 5 KB 网页链接