可以继续看多半导体了_老虎社区_美港股上老虎

可以继续看多半导体了？

经过大幅回撤后，前期仓位过于拥挤的问题已经得到了显著解决。最早28年半导体和存储的供需格局才会得到显著改善，这意味着未来两年业绩有望继续稳健增长（右图），估值已经相对便宜。$费城半导体指数(SOX)$

特斯拉周二收涨3.98%，催化来自Robotaxi进展：高盛测算Cybercab每英里成本可比Waymo低最多30美分，斯洛文尼亚也放行了完全自动驾驶，Uber当日应声跌4%。市场重新给自动驾驶叙事定价。但Cybercab量产与各州监管落地仍是变量，成本优势能否转化为真实市占？

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