$台积电(TSM)$_老虎社区_美港股上老虎

$台积电(TSM)$ai产业革命，比互联网、移动互联网是更快的，后者本身是前者的基建。这一波浪潮里，先进制造确实站位会比过去好，算力、存储、制造。因为产业革命更快，扩产更难，周期更长。供需的瓶颈也许持续的时间比想象的长，价值链向应用的转移也会比过去慢很多，毕竟制造商也都学聪明了。台积电的基本面会越来越强，过几年再回头看看这个判断

新财报季来袭！银行股、半导体打头阵，看好哪家表现？

本周将开启公布新一季财报，继续银行股打头阵。银行股财报后，周二花旗涨逾3%，摩根大通跌0.6%，富国银行一度大跌7%。周三、周四ASML、台积电等半导体公司也将发布财报。【大家看好哪家公司表现？现在你的操作策略是？】

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