跟大家浇冷水。spmo 大幅减持了semi 完全不再hold mu。没有lam 没有wdc了。增持了大银行，增持了tdg

来源: tiffanylvbarn 于 2026-01-09 12:43:11 [旧帖] [给我悄悄话] 本文已被阅读：次

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