躺平躺到地狱了
05-02
半导体板块在顺利爆发的大时代背景下2026年大放异彩，半导体板块中的个股表现也是非常亮眼，随着算力爆发性增长的继续，半导体板块，应该接下来还会有很好的表现，目前可以说估值相当贵了，有一定泡沫了，但是我们目前应该享受这个泡沫膨胀的过程，但需警惕的是一旦泡沫迸裂，我们第一时间要逃出去，因为再强的板块也有回调
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WadeKellogg
05-02
WadeKellogg
泡沫膨胀阶段最刺激，但确实得想好退路
什么也没有了～
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