wxdats
10-15
$台积电(TSM)$
哪有这么多ai需求。还是回到石油，钢铁时代比较好。跟中国人拼软件，人家能卷死你。老特一上台，马上就是回归红脖子，科技创新真的这么需求迫切吗？
半导体狂欢即将开启？现在应该怎么买？
美股半导体股夜盘拉升，台积电涨幅扩大至逾5%，Q3业绩、Q4指引均超预期；英伟达、阿斯麦涨超2%，美光科技、AMD、高通涨超1%。【半导体狂欢即将开启？现在是继续加仓台积电，还是逢低上车阿斯麦？】
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