Prefer US _老虎社区_美港股上老虎 - 老虎社区

Prefer US stocks

@小猪熊发财：台积电不值得投资

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":691542784,"tweetId":"691542784","gmtCreate":1640224336081,"gmtModify":1640224336162,"author":{"id":4097816648249820,"idStr":"4097816648249820","authorId":4097816648249820,"authorIdStr":"4097816648249820","name":"bungeemelody","avatar":"https://static.tigerbbs.com/f21f6409c24dfe2814ee38e106191cb7","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Prefer US stocks</p></body></html>","htmlText":"<html><head></head><body><p>Prefer US stocks</p></body></html>","text":"Prefer US stocks","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/691542784","repostId":605671068,"repostType":1,"repost":{"magic":2,"id":605671068,"tweetId":"605671068","gmtCreate":1639171814657,"gmtModify":1639399083316,"author":{"id":3584017296125380,"idStr":"3584017296125380","authorId":3584017296125380,"authorIdStr":"3584017296125380","name":"小猪熊发财","avatar":"https://static.tigerbbs.com/2085609b68b3b2add8ebe5b9ec128a96","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.76%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":199,"starInvestorFlag":false},"themes":[{"themeId":"5f4e0a7185a74ed196abff08008266de","categoryId":"b76d3c59fc044df59779c041b25852a6","name":"分享我的交易策略","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":5f4e0a7185a74ed196abff08008266de}&rnconfig={\"headerBarHidden\": true}","description":"交易策略分享，说一说自己在交易中的那些神操作吧，你的idea说不定价值百万！","image":"https://static.tigerbbs.com/cd8eaff2e99964ab7a80d92cc196fcd3"}],"images":[{"img":"https://static.tigerbbs.com/624e09b49a7e7a213e055d59c807f75f","width":"1242","height":"570"}],"coverImages":[{"img":"https://static.tigerbbs.com/624e09b49a7e7a213e055d59c807f75f","width":"1242","height":"570"}],"title":"台积电不值得投资","extraTitle":"","html":"<html><head></head><body><p>两个月，苹果涨了30%，半导体指数涨了33%，纳斯达克涨了14%。台积电？涨了8%。再看今年，半导体指数+45%，纳斯达克+30%，台积电还是+8%，你可以用很多维度说公司是好公司，但是作为股东，这只股票太烂了。</p> <p>市场对台积电没兴趣，作为美股第八大市值没成交量，PE30看来也是不打算继续往上给了。公司没有想象力，干的还是做一个卖一个的买卖，日本和美国的厂房花很多CapEx，没个几年搭好以前也不可能price-in高增长，未来更极致的制程规模效应也越差，是个金字塔效应。政策上半个中概股，波动还小期权卖不出价格。股价上必须要跟台股，台股一潭死水上不去美股也不可能自己涨。综合下来，现在才意识到这是多烂的一只股票。再上125就止盈走人，妥妥的选了个loser。</p> <p>买了台积电以后发现，不跟涨的股票不可怕，可怕的是市场涨台积电跌，市场跌台积电跌两倍。</p> <p>同样一笔钱，买台积电求稳不如指数SOXX/QQQ，求利润不如英伟达AMD，求IV卖期权也没有。选了台积电，必须承认是一次失败的交易。<br></p> <p>125清仓以后不会碰台积电，也不会碰和中国相关的股票</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/624e09b49a7e7a213e055d59c807f75f\" tg-width=\"1242\" tg-height=\"570\"></p></body></html>","htmlText":"<html><head></head><body><p>两个月，苹果涨了30%，半导体指数涨了33%，纳斯达克涨了14%。台积电？涨了8%。再看今年，半导体指数+45%，纳斯达克+30%，台积电还是+8%，你可以用很多维度说公司是好公司，但是作为股东，这只股票太烂了。</p> <p>市场对台积电没兴趣，作为美股第八大市值没成交量，PE30看来也是不打算继续往上给了。公司没有想象力，干的还是做一个卖一个的买卖，日本和美国的厂房花很多CapEx，没个几年搭好以前也不可能price-in高增长，未来更极致的制程规模效应也越差，是个金字塔效应。政策上半个中概股，波动还小期权卖不出价格。股价上必须要跟台股，台股一潭死水上不去美股也不可能自己涨。综合下来，现在才意识到这是多烂的一只股票。再上125就止盈走人，妥妥的选了个loser。</p> <p>买了台积电以后发现，不跟涨的股票不可怕，可怕的是市场涨台积电跌，市场跌台积电跌两倍。</p> <p>同样一笔钱，买台积电求稳不如指数SOXX/QQQ，求利润不如英伟达AMD，求IV卖期权也没有。选了台积电，必须承认是一次失败的交易。<br></p> <p>125清仓以后不会碰台积电，也不会碰和中国相关的股票</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/624e09b49a7e7a213e055d59c807f75f\" tg-width=\"1242\" tg-height=\"570\"></p></body></html>","text":"两个月，苹果涨了30%，半导体指数涨了33%，纳斯达克涨了14%。台积电？涨了8%。再看今年，半导体指数+45%，纳斯达克+30%，台积电还是+8%，你可以用很多维度说公司是好公司，但是作为股东，这只股票太烂了。 市场对台积电没兴趣，作为美股第八大市值没成交量，PE30看来也是不打算继续往上给了。公司没有想象力，干的还是做一个卖一个的买卖，日本和美国的厂房花很多CapEx，没个几年搭好以前也不可能price-in高增长，未来更极致的制程规模效应也越差，是个金字塔效应。政策上半个中概股，波动还小期权卖不出价格。股价上必须要跟台股，台股一潭死水上不去美股也不可能自己涨。综合下来，现在才意识到这是多烂的一只股票。再上125就止盈走人，妥妥的选了个loser。 买了台积电以后发现，不跟涨的股票不可怕，可怕的是市场涨台积电跌，市场跌台积电跌两倍。 同样一笔钱，买台积电求稳不如指数SOXX/QQQ，求利润不如英伟达AMD，求IV卖期权也没有。选了台积电，必须承认是一次失败的交易。 125清仓以后不会碰台积电，也不会碰和中国相关的股票","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/605671068","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["TSM","TWmain"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":822,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":341,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":14,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/691542784"}