$台积电(TSM)$_老虎社区_美港股上老虎 - 老虎社区

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价值投资为王
2025-08-07

$台积电(TSM)$ 减持了点台积电，从二季报发布以后，走势疲软，主要是4月以来股价涨幅较大导致。

从目前半导体公司二季报来看，发布之后，基本都是跌的。

考虑到之前都有翻倍行情，半导体估计要震荡一段时间了。

从估值上看，半导体还没达到2021年泡沫时水平，估计等英伟达突破5万亿市值的时候，会来一个高潮。

在此期间，越涨越卖吧，台积电这笔投资收益超过200%，可以了，蹲下一个周期！$英伟达(NVDA)$

# 晒晒更赚钱

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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夏禹治水99
·2025-08-11
赚了好多💰💰
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兵姐姐
·2025-08-08
真牛🐮
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