博通的估值高，利润应_老虎社区_美港股上老虎

清青松

2025-09-01

博通的估值高，利润应该不及预期，短期看空。

存储转向软件？IGV有上车机会吗？

半导体板块上周五大跌，SMH创下自三月以来最糟糕单日表现，本周一存储芯片股继续拖累大盘，软件股继续走高，Salesforce涨超3%。【大家觉得半导体板块是否会继续追赶其他版块下跌趋势？软件股有机会延续涨势吗？】

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