问就是价值投资
06-02
$台积电(TSM)$
我真希望有时光机能回到2010年,在那时候多买点它。这算是我做过比较正确的投资之一。
台积电财报创纪录却跌2.3%,超预期为何不涨?
台积电今日跌2.32%,昨日刚公布的Q2财报创历史纪录,AI芯片代工需求强劲印证超级周期,Yahoo称是"英伟达股东的重大利好"。但业绩超预期未能提振股价,Benzinga指韩国存储抛压与芯片股集体杀跌盖过了亮眼财报。超预期却遭错杀,是情绪宣泄的黄金坑,还是AI代工估值见顶的前兆?
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。
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