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2024.07.08 04:54

$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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