第N次大变革大分流
05-20
$美国超微公司(AMD)$
AMD的这一轮反弹几乎可以说是被NVIDIA带起来的,反弹强度不如NVIDIA,一旦有回调,很容易突出前期涨幅。本周虽然看空,但看空幅度有限,毕竟目前半导体还是很强的
站在风口,猪都能飞!英伟达周边股你买了谁?
凭借一己之力,市值超过英特尔、美光、德州仪器、应用材料、高通、AMD、ASML、和台积电总和的英伟达,即将发布财报。所谓“坐上风口,猪都能起飞”,你觉得英伟达财报期,谁将顺势大涨?(微软?台积电?还是“两倍做多英伟达”的SMCI?)你还买了哪些英伟达周边股?
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