风险还可控。。。

来源: jliu6667 于 2025-10-08 15:34:43 [] [旧帖] [给我悄悄话] 阅读数 : (498 bytes)

Agreed. My take on VGT:  In 2022, QQQ actually dropped more than VGT. However the recent AI buzz has lifted VGT, and if that bubble pops it could get very ugly at that point. That said, VGT is a tiny slice of my portfolio, so the risk is still manageable. I may even shift more of my QQQ allocation to VGT in the future. 加油

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