看空saas 行业，_老虎社区_美港股上老虎

fizz.gao

05-09

看空saas 行业，短线轻仓了 msft ，缺乏想象空间。

换成了中长线同等仓位的 nvda。

目前所有持仓行业分布如下

Newcloud 存储 GPU 稳定币，

分别对应了四支股票。

nbis dram nvda crcl

$英伟达(NVDA)$ $微软(MSFT)$

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