$应用材料(AMAT_老虎社区_美港股上老虎

2021-08-20

$应用材料(AMAT)$ $英伟达(NVDA)$ $阿斯麦(ASML)$ $布鲁克自动化(BRKS)$ $拉姆研究(LRCX)$ $英特尔(INTC)$ $台积电(TSM)$ #Semiconductor: Demand has outstripped supply & based on our research, we are at least 1 year out before things start to get better... where there is a crisis, there is an investment opportunity

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