现在“还不是”卖出半_老虎社区_美港股上老虎 - 老虎社区

价值投资为王

现在“还不是”卖出半导体股票的时候，巴克莱全球研究主管Ajay Rajadhyaksha表示。他在研报中指出，“这不是2000年”，因为当前存在实际收入、显示合同需求的订单积压，以及未来多年持续建设的AI基础设施! $半导体指数ETF-HOLDRs(SMH)$ $iShares费城交易所半导体ETF(SOXX)$ $INVESCO SEMICONDUCTORS ETF(PSI)$ $台积电(TSM)$ $英伟达(NVDA)$ $美国超微公司(AMD)$ $英特尔(INTC)$

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

Mediator
05-15
Mediator
目前所谓的订单积压，基本来自于循环投资，下游不存在实际利润来支撑长期持续的扩张需求
- 价值投资为王:
  看科技巨头巨额资本开支能不能带来回报了，这算是根
芒格格格哒
05-15
芒格格格哒
让大佬们先走
- 价值投资为王回复james duan:
  有大佬看空
- james duan回复价值投资为王:
  市场哪里分歧大了不是还在涨吗哈哈哈被一些新闻天天带的团团转
- 价值投资为王:
  市场分歧挺大的
雁门关向东二万五千里
05-18
雁门关向东二万五千里
都在借债了，泡沫能撑几年？
- 价值投资为王回复雁门关向东二万五千里:
  [开心]
- 雁门关向东二万五千里回复价值投资为王:
  看看美国电动二傻，风口一两年，之后一地鸡毛。
- 价值投资为王回复雁门关向东二万五千里:
  目前看至少持续到2030年
- 雁门关向东二万五千里回复价值投资为王:
  靠巨额投资拉起的收入，长不了。
- 价值投资为王:
  收入增长，债就不是问题

发表看法

12

3

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