他喊不喊都不会改变过_老虎社区_美港股上老虎 - 老虎社区

他喊不喊都不会改变过去5年至未来5年芯片国产替代的趋势，只是看早点进来是吃点肉还是喝点汤，对估值其实就只有个10%左右的影响吧。

巨头财报给方向：微软罕见暴跌，苹果财报超预期！

微软AI支出引爆忧虑，股价暴跌10%，拖累美股大盘。周四美股盘后公布业绩后，苹果一度涨超2%。【本周大科技财报表现分化，大家有何想法？接下来你会关注哪一只？】

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Guy
2025-11-12
Guy
国产替代大趋势不可逆，早晚进场差别不大

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