全球半导体产能竞赛正_老虎社区_美港股上老虎 - 老虎社区

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价值投资为王
05-13

全球半导体产能竞赛正在上演，美国、中国、欧洲、日本，甚至印度都推出了巨额补贴，这些产能将在未来几年陆续投产，或大幅提升半导体设备需求，叠加AI浪潮，半导体超级大牛市正在路上，但可以预见的是，这波密集投资潮过后，一定会产能过剩，下一次半导体熊市或更加惨烈！$台积电(TSM)$ $阿斯麦(ASML)$ $英特尔(INTC)$

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HALGY
·05-14
产能过剩是好事！中国有大市场支持，卷死他们[微笑]
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带富
·05-13
大a的半导体人工智能可跌惨了
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Hanker
·05-13
哪有什么更好的标的吗？
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