股神吧吧
04-27
这篇文章不错,转发给大家看
@日添一线:
$台积电(TSM)$ 很多人竟然不知道芯片是典型的周期股。疫情期间缺芯导致的扩产,现在整个扩张周期进入到产能过剩了,加上对大陆这个最大芯片市场禁令加剧了产能过剩。其实本来早就过剩了,半路杀出个ai,延缓了过剩的到来。台积电又在美国,日本,台湾,欧洲相继建设新厂,早就透支了产能和股价。
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":299869934141608,"tweetId":"299869934141608","gmtCreate":1714229831251,"gmtModify":1714229832666,"author":{"id":3458386655471801,"authorId":3458386655471801,"authorIdStr":"3458386655471801","name":"股神吧吧","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body>这篇文章不错,转发给大家看</body></html>","htmlText":"<html><head></head><body>这篇文章不错,转发给大家看</body></html>","text":"这篇文章不错,转发给大家看","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/299869934141608","repostId":298061503791152,"repostType":1,"repost":{"magic":2,"id":298061503791152,"tweetId":"298061503791152","gmtCreate":1713788252478,"gmtModify":1713788254566,"author":{"id":10000000000010308,"authorId":10000000000010308,"authorIdStr":"10000000000010309","name":"日添一线","avatar":"https://static.tigerbbs.com/aeb3e8db40fe4ec233833b9576b8645d","vip":8,"userType":8,"introduction":"。","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p> <a data-mention-id=\"TSM\" class=\"teditor-mention\" data-mention-name=\"台积电\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"0\"></v-v> 很多人竟然不知道芯片是典型的周期股。疫情期间缺芯导致的扩产,现在整个扩张周期进入到产能过剩了,加上对大陆这个最大芯片市场禁令加剧了产能过剩。其实本来早就过剩了,半路杀出个ai,延缓了过剩的到来。台积电又在美国,日本,台湾,欧洲相继建设新厂,早就透支了产能和股价。</p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"TSM\" class=\"teditor-mention\" data-mention-name=\"台积电\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"0\"></v-v> 很多人竟然不知道芯片是典型的周期股。疫情期间缺芯导致的扩产,现在整个扩张周期进入到产能过剩了,加上对大陆这个最大芯片市场禁令加剧了产能过剩。其实本来早就过剩了,半路杀出个ai,延缓了过剩的到来。台积电又在美国,日本,台湾,欧洲相继建设新厂,早就透支了产能和股价。</p></body></html>","text":"$台积电(TSM)$ 很多人竟然不知道芯片是典型的周期股。疫情期间缺芯导致的扩产,现在整个扩张周期进入到产能过剩了,加上对大陆这个最大芯片市场禁令加剧了产能过剩。其实本来早就过剩了,半路杀出个ai,延缓了过剩的到来。台积电又在美国,日本,台湾,欧洲相继建设新厂,早就透支了产能和股价。","highlighted":1,"essential":1,"paper":1,"link":"https://laohu8.com/post/298061503791152","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["TSM"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":261,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":107,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":25,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/299869934141608"}
精彩评论