追赶下一轮的行情！$SMH & $IGV，有机会一起上涨吗？

话题虎

05-08

悬赏1000虎币

7日，软件股终于全面上涨，同时半导体出现明显回调。谁更值得下一阶段定价？[吃瓜]

按照黄仁勋一直强调的，Agentic AI 对软件公司是“增厚型”的（最终真正赚长期钱的，往往应该是应用层）。所以现在到底应该如何布局：

到底只是板块轮动（半导体短期回调，资金选择临时避险的结果）？

还是市场开始进入AI全面扩散阶段（半导体涨，软件也涨，云计算也涨，网络安全也涨……）？[可爱]

评论区分享你的观点，一起赢取1000虎币奖励！ $半导体指数ETF-HOLDRs(SMH)$ $北美软件ETF-iShares(IGV)$ $ARM Holdings(ARM)$ $CoreWeave, Inc.(CRWV)$

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。

悬赏1000虎币截止至05/29 10:43

发起者将在悬赏结束前选出最佳恢复并分配虎币

精彩评论

爱人错过
05-11 22:02
爱人错过
软件是AI终极落地场景，应用层价值必须“增厚”！赚长期钱还是得看软件，别被短期波动洗下车。
爱人错过
05-10 14:13
爱人错过
软件是AI终极落地场景，应用层价值必须“增厚”！赚长期钱还是得看软件，别被短期波动洗下车。
冬天的月亮
05-09
冬天的月亮
图形看，IGV持续的放量，估计是有资金在这里接货，IGV如果上涨，SMH会出逃资金下跌。行程一起发力，估计有点难。
梦想快实现
05-09
梦想快实现
Agentic AI时代，软件价值远超硬件！云计算+网安+应用全面扩散，大概率是牛市第二阶段的开启。
春天风云
05-09
春天风云
图形看，IGV持续的放量，估计是有资金在这里接货，IGV如果上涨，SMH会出逃资金下跌。行程一起发力，估计有点难。
大碗888
05-09
大碗888
看ARM和CRWV的走势，就知AI正从硬件向软件结合转向。半导体短期回调，但长期必配IGV。

发表看法

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