蒋莎莎
09-01
太棒了
@回忆乱了:
$台积电(TSM)$ 2026 年底之前订单已经全部满载,而且先进制程涨价已经 price in,短期看,这股子劲儿差不多到头了,接下来怕是要在高位晃悠好长一阵子,不怎么动弹了。
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