台积电占台湾股市的权_老虎社区_美港股上老虎 - 老虎社区

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价值投资为王
11-10

台积电占台湾股市的权重高达40%；三星和SK海力士占韩国股市的30%，日经225指数前5大成分股权重约38%！
美股被7巨头绑架，A股创业板权重集中度也很高。
大者恒大、、强者恒强的逻辑在资本市场持续强化。
一旦AI叙事结束，全球资本市场都会暴跌。
届时，很多行业又要裁员应对了。
正应力古人那句话，物极必反！ $台积电(TSM)$ $纳斯达克100指数(NDX)$

# 闪迪挺进标普500！现在还能追吗？

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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