$台积电 (TSM.US)台积电曾给小赚一把，但是没拿住转头投奔了英伟达。但是观察一阵、继续自我科普后，感觉英伟达的风险越来越大，果断高位抛出（果不其然后来两天英伟达依然维持跌势）。今天哪怕夜盘台积电大涨也毫不犹豫买入了。台积电市值不到英伟达三分之一，但是市场对台积电的依赖程度明显更多，而不是像英伟达，大多数业务靠几家巨头撑着，一旦巨头三心二意搞自研，英伟达可就脸上挂不住了。所以从未来成长性、市场主导能力来说，我现在更看好台积电。大家觉得呢。。
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