$台积电(TSM)$_老虎社区_美港股上老虎 - 老虎社区

电子乔斯达

$台积电(TSM)$ 每次快到190就跌，和nvda同步的，不算离谱。离谱的是，每次nvda迅速回来，然后它趴着不动，或者回弹很慢。拉长到一年，就是一个170%涨幅，一个才80%涨幅的区别

台积电财报超预期！能否继续持有？

台积电第四季度利润增长了35%，超出预期并创下新高。营收、毛利率、利润率都是暴涨之势，台积电绩后大涨。但仍面临着内存短缺&涨价，以及全球关税政策的风险。【大家对台积电有何看法？当前高位，你会继续持有吗？】

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。

精彩评论

小孙飞刀
2024-10-10
小孙飞刀
很简单的道理，拉动台积电的主要引擎就是英伟达
- 电子乔斯达回复小孙飞刀:
  嗯嗯，谢谢！
- 小孙飞刀回复电子乔斯达:
  买入这种大牛股要耐心。95%的时间都在震荡，5%的时间快速拉升。
  这种全世界都注目的大公司，业绩很透明。不存在预期差和认知差。就是靠老老实实持股或者不高的收益的。
- 电子乔斯达:
  磨人啊
accelerate
2024-10-10
accelerate
週期性
- 电子乔斯达:
  是的吧

发表看法

6

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":358574364557336,"tweetId":"358574364557336","gmtCreate":1728566120059,"gmtModify":1728566122131,"author":{"id":3479274684385899,"idStr":"3479274684385899","authorId":3479274684385899,"authorIdStr":"3479274684385899","name":"电子乔斯达","avatar":"https://static.tigerbbs.com/170095adbf2f0141a128f63203ce3fbc","vip":8,"userType":8,"introduction":"-","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":48,"starInvestorFlag":false},"themes":[{"themeId":"08a3d9ce2c4f4715847f11adf9ff26c4","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"台积电财报超预期！能否继续持有？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":08a3d9ce2c4f4715847f11adf9ff26c4}&rnconfig={\"headerBarHidden\": true}","description":"台积电第四季度利润增长了35%，超出预期并创下新高。营收、毛利率、利润率都是暴涨之势，台积电绩后大涨。但仍面临着内存短缺&涨价，以及全球关税政策的风险。【大家对台积电有何看法？当前高位，你会继续持有吗？】","image":"https://static.tigerbbs.com/f832fe5f7a7fab82f6fb92baf2087d56"}],"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> 每次快到190就跌，和nvda同步的，不算离谱。离谱的是，每次nvda迅速回来，然后它趴着不动，或者回弹很慢。拉长到一年，就是一个170%涨幅，一个才80%涨幅的区别</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> 每次快到190就跌，和nvda同步的，不算离谱。离谱的是，每次nvda迅速回来，然后它趴着不动，或者回弹很慢。拉长到一年，就是一个170%涨幅，一个才80%涨幅的区别</p></body></html>","text":"$台积电(TSM)$ 每次快到190就跌，和nvda同步的，不算离谱。离谱的是，每次nvda迅速回来，然后它趴着不动，或者回弹很慢。拉长到一年，就是一个170%涨幅，一个才80%涨幅的区别","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/358574364557336","repostId":0,"isVote":1,"tweetType":1,"viewCount":4140,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSM"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":152,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":358508542447896,"commentId":"358508542447896","gmtCreate":1728566808348,"gmtModify":1728566811873,"authorId":3543998977008725,"author":{"id":3543998977008725,"idStr":"3543998977008725","authorId":3543998977008725,"name":"小孙飞刀","avatar":"https://static.tigerbbs.com/d579463f5ef8c4d72a90195632a8055c","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":358574364557336,"objectIdStr":"358574364557336","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"很简单的道理，拉动台积电的主要引擎就是英伟达","text":"很简单的道理，拉动台积电的主要引擎就是英伟达","html":"很简单的道理，拉动台积电的主要引擎就是英伟达","likeSize":0,"commentSize":3,"subComments":[{"id":359945390727448,"commentId":"359945390727448","gmtCreate":1728908984723,"gmtModify":1728908988528,"authorId":3479274684385899,"author":{"id":3479274684385899,"idStr":"3479274684385899","authorId":3479274684385899,"name":"电子乔斯达","avatar":"https://static.tigerbbs.com/170095adbf2f0141a128f63203ce3fbc","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3543998977008725,"repliedAuthor":{"id":3543998977008725,"idStr":"3543998977008725","authorId":3543998977008725,"name":"小孙飞刀","avatar":"https://static.tigerbbs.com/d579463f5ef8c4d72a90195632a8055c","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":358574364557336,"objectIdStr":"358574364557336","type":1,"supId":358508542447896,"supIdStr":"358508542447896","prevId":358985064661160,"prevIdStr":"358985064661160","content":"<p>嗯嗯，谢谢！</p>","text":"<p>嗯嗯，谢谢！</p>","html":"<p>嗯嗯，谢谢！</p>","disclaimerType":0},{"id":358985064661160,"commentId":"358985064661160","gmtCreate":1728650754174,"gmtModify":1728650758026,"authorId":3543998977008725,"author":{"id":3543998977008725,"idStr":"3543998977008725","authorId":3543998977008725,"name":"小孙飞刀","avatar":"https://static.tigerbbs.com/d579463f5ef8c4d72a90195632a8055c","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3479274684385899,"repliedAuthor":{"id":3479274684385899,"idStr":"3479274684385899","authorId":3479274684385899,"name":"电子乔斯达","avatar":"https://static.tigerbbs.com/170095adbf2f0141a128f63203ce3fbc","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":358574364557336,"objectIdStr":"358574364557336","type":1,"supId":358508542447896,"supIdStr":"358508542447896","prevId":358984493572528,"prevIdStr":"358984493572528","content":"买入这种大牛股要耐心。95%的时间都在震荡，5%的时间快速拉升。<br>\n这种全世界都注目的大公司，业绩很透明。不存在预期差和认知差。就是靠老老实实持股或者不高的收益的。","text":"买入这种大牛股要耐心。95%的时间都在震荡，5%的时间快速拉升。<br>\n这种全世界都注目的大公司，业绩很透明。不存在预期差和认知差。就是靠老老实实持股或者不高的收益的。","html":"买入这种大牛股要耐心。95%的时间都在震荡，5%的时间快速拉升。<br>\n这种全世界都注目的大公司，业绩很透明。不存在预期差和认知差。就是靠老老实实持股或者不高的收益的。","disclaimerType":0},{"id":358984493572528,"commentId":"358984493572528","gmtCreate":1728650571483,"gmtModify":1728650575187,"authorId":3479274684385899,"author":{"id":3479274684385899,"idStr":"3479274684385899","authorId":3479274684385899,"name":"电子乔斯达","avatar":"https://static.tigerbbs.com/170095adbf2f0141a128f63203ce3fbc","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":358574364557336,"objectIdStr":"358574364557336","type":1,"supId":358508542447896,"supIdStr":"358508542447896","prevId":0,"prevIdStr":"0","content":"磨人啊","text":"磨人啊","html":"磨人啊","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":358543462633696,"commentId":"358543462633696","gmtCreate":1728575194486,"gmtModify":1728575200396,"authorId":3440047170502757,"author":{"id":3440047170502757,"idStr":"3440047170502757","authorId":3440047170502757,"name":"accelerate","avatar":"https://static.tigerbbs.com/d4c4fe2b5d189b0a66a7ad4dd28a7fc8","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":4,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":358574364557336,"objectIdStr":"358574364557336","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"週期性","text":"週期性","html":"週期性","likeSize":0,"commentSize":1,"subComments":[{"id":359945359089944,"commentId":"359945359089944","gmtCreate":1728908976993,"gmtModify":1728908981066,"authorId":3479274684385899,"author":{"id":3479274684385899,"idStr":"3479274684385899","authorId":3479274684385899,"name":"电子乔斯达","avatar":"https://static.tigerbbs.com/170095adbf2f0141a128f63203ce3fbc","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":358574364557336,"objectIdStr":"358574364557336","type":1,"supId":358543462633696,"supIdStr":"358543462633696","prevId":0,"prevIdStr":"0","content":"<p>是的吧</p>","text":"<p>是的吧</p>","html":"<p>是的吧</p>","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/358574364557336"}