A。因为NVDA、_老虎社区_美港股上老虎

A。

因为NVDA、TSM这种PEG＜1的龙头，业绩硬、护城河深，每次回调都是黄金坑。求稳就别嫌慢，拿着睡得着觉。弹性票看着热闹，搞不好就吃大面，慢才是快。

IBM今日重挫25.21%，Benzinga点名其领跌整个软件板块，成为当日市场最大焦点。在银行财报显示经济强劲、大盘走高的背景下，IBM却逆势崩跌，凸显软件股估值承压与资金轮出。如此剧烈的单日回撤实属罕见，是基本面生变还是被错杀？后续需警惕对软件板块的传导风险。

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sadsam
05-02
sadsam
确实，慢就是快

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