半导体板块的投资策略_老虎社区_美港股上老虎 - 老虎社区

躺平躺到地狱了

半导体板块的投资策略正经历从“追逐涨幅”向“平衡估值”的微妙转变。目前的资金流向显示，投资者虽然仍在积极交易热门股，但对“便宜”和“贵”的定义已不再单纯看股价，而是看预期差。

英特尔再创新高！芯片股还能买哪家？

芯片指数收涨5.5%，和标普、纳指均本周第三日收创最高纪录，美光收涨逾15%，据称达成代工苹果设备芯片的初步协议后，英特尔收涨14%，AMD财报周累计大涨26%。【大家看好哪家表现？】

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

PeteLeacock
05-02
PeteLeacock
现在确实更看重预期差，不是只看涨跌了

发表看法

1

1

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":559724185928136,"tweetId":"559724185928136","gmtCreate":1777683108636,"gmtModify":1777683111270,"author":{"id":3463057643110414,"idStr":"3463057643110414","authorId":3463057643110414,"authorIdStr":"3463057643110414","name":"躺平躺到地狱了","avatar":"https://static.tigerbbs.com/a5631398706333ec0e71a2194d3b45cc","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":3,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"99ab5418acee46419c22b9c7ac12257b-1","templateUuid":"99ab5418acee46419c22b9c7ac12257b","name":"月度最佳创作者","description":"每月精华帖数量及质量位于社区TOP3的创作者","bigImgUrl":"https://static.tigerbbs.com/b0cad6192443c33dca826a001250fbd4","smallImgUrl":"https://static.tigerbbs.com/5ccd98c646815ce7610b0df338e060cc","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.12.05","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"99ab5418acee46419c22b9c7ac12257b-1","name":"月度最佳创作者","description":"每月精华帖数量及质量位于社区TOP3的创作者","smallImgUrl":"https://static.tigerbbs.com/5ccd98c646815ce7610b0df338e060cc","bigImgUrl":"https://static.tigerbbs.com/b0cad6192443c33dca826a001250fbd4","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":6792,"starInvestorFlag":false},"themes":[{"themeId":"49a877d4c33848be98c508f35c54b35c","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"英特尔再创新高！芯片股还能买哪家？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":49a877d4c33848be98c508f35c54b35c}&rnconfig={\"headerBarHidden\": true}","description":"芯片指数收涨5.5%，和标普、纳指均本周第三日收创最高纪录，美光收涨逾15%，据称达成代工苹果设备芯片的初步协议后，英特尔收涨14%，AMD财报周累计大涨26%。【大家看好哪家表现？】","image":"https://static.tigerbbs.com/61eef798454a5d2caf1f6c85bc9c2e95"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>半导体板块的投资策略正经历从“追逐涨幅”向“平衡估值”的微妙转变。目前的资金流向显示，投资者虽然仍在积极交易热门股，但对“便宜”和“贵”的定义已不再单纯看股价，而是看预期差。\n<br>\n<br></body></html>","htmlText":"<html><head></head><body>半导体板块的投资策略正经历从“追逐涨幅”向“平衡估值”的微妙转变。目前的资金流向显示，投资者虽然仍在积极交易热门股，但对“便宜”和“贵”的定义已不再单纯看股价，而是看预期差。\n<br>\n<br></body></html>","text":"半导体板块的投资策略正经历从“追逐涨幅”向“平衡估值”的微妙转变。目前的资金流向显示，投资者虽然仍在积极交易热门股，但对“便宜”和“贵”的定义已不再单纯看股价，而是看预期差。","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/559724185928136","repostId":0,"isVote":1,"tweetType":1,"viewCount":1059,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":161,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":559731559847560,"commentId":"559731559847560","gmtCreate":1777684970476,"gmtModify":1777885212618,"authorId":9000000000000425,"author":{"id":9000000000000425,"idStr":"9000000000000425","authorId":9000000000000425,"name":"PeteLeacock","avatar":"https://static.tigerbbs.com/1d5adf454a12436f689bf03957e56db7","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":559724185928136,"objectIdStr":"559724185928136","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"现在确实更看重预期差，不是只看涨跌了","text":"现在确实更看重预期差，不是只看涨跌了","html":"现在确实更看重预期差，不是只看涨跌了","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/559724185928136"}