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IP属地:黑龙江
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莱茵兰
05-11 16:50
主要是美光是不是真的被摆脱了市场周期?毕竟早年台积电也被认为是周期股,现在没有人这么看。但是也不能轻易下结论。
莱茵兰
05-11 05:11
英特尔的制造现在都还是前期订单,真正代工值不值现在估计的这么高的钱?还是有不确定性的。
莱茵兰
05-11 05:10
我觉得最近狂热杀入的有点多,而且全世界的投资者都进去了。所以如果波动会非常迅速,要盯着一点。
莱茵兰
05-07
我也最看好ARM,因为各家都可以在它基础上自行开发,这种开放性是没法比的。
莱茵兰
04-12
我觉得确实可以考虑一下,但是主要就是不确定性的政策风险,还是有点担心的。
莱茵兰
03-03
感觉是大势所趋的机会
莱茵兰
02-26
感觉得好好研究下,很多不熟悉的
莱茵兰
02-19
新春大吉~
莱茵兰
02-18
希望马年健康快乐平安~嘻嘻
莱茵兰
02-12
比较看好snowflake
莱茵兰
02-11
还🉐稳一点,继续观察下
莱茵兰
01-31
阿里现在主要是情绪支配了,股性倒是比较活跃了
莱茵兰
01-31
感觉还没有涨到头呢,行情压低了
莱茵兰
01-31
软件是真的被抛弃了啊
莱茵兰
01-31
$特斯拉(TSLA)$
除了这个还有个echostar也是有直接关系
莱茵兰
01-30
确实要小心一点,布置好防御
莱茵兰
01-22
感觉还有一段时间的紧张空气,稳一点没关系
莱茵兰
2025-09-19
说实话,感觉一般般
莱茵兰
2025-09-12
35如何
莱茵兰
2025-06-06
$特斯拉(TSLA)$
马斯克的个人溢价太多了
去老虎APP查看更多动态
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