挺合理的。Spotify存疑。不过走势上看 nvda panw的确值得

Key Picks Across Sectors:

• AI & Semiconductors: Nvidia, Broadcom (AVGO), Astera Labs (ALAB).
• Cybersecurity: Palo Alto Networks (PANW).
• Tech/Cloud/Software: Microsoft (MSFT), Amazon (AMZN), Meta Platforms (META), Spotify (SPOT), Datadog (DDOG) (with caution).
• Hardware/Memory: Western Digital (WDC), Micron (MU).
• Value & Industrials: Visa (V), Walmart (WMT), Eaton (ETN), RTX Corp (RTX).
• Media: Warner Bros. Discovery (WBD).