卖掉了$英伟达(NV_老虎社区_美港股上老虎

曾鸿涛
2023-06-03

卖掉了$英伟达(NVDA)$ ，估值高的惊人，虽然后期还有可能会有美散去推动，使其进一步走高，但是我玩不明白了不玩了。

AI需求会持续非常久一段时间，重点关注$台积电(TSM)$ 、$阿斯麦(ASML)$ 。

不构成投资建议，仅作为分析的私人笔记使用。

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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牛回速速归
·2023-06-03
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关注台积电和阿斯麦真的是对的吗
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- 曾鸿涛:
  不一定，台积电的问题在地缘政zhi，阿斯麦我没有研究清楚他的产能会受限于什么
  2023-06-06
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日添一线
·2023-06-03
集中精力看看台积电和阿斯麦也是我想做的
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俯瞰繁华
·2023-06-03
嗯，英伟达虽然有点意思，但风险大
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瓦特蒸汽机
·2023-06-03
我觉得英伟达的估值太夸张了啊
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你懂的盼
·2023-06-03
英伟达，估值真的太高了哈哈
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