想起早上坛主在说把NVDA换成SMH

来源: NewLeaf2021 于 2026-05-04 19:52:17 [档案] [博客] [旧帖] [给我悄悄话] 阅读数 : (440 bytes)

回答: Is Nvidia Stock a Buy? -- A great read not to miss! 由 NewLeaf2021 于 2026-05-04 19:40:05

Case in point, since Nvidia's watershed earnings report in May 2023 — the event that effectively ignited the AI trade — every time the Broad Semiconductor Sector (SMH) has made a new high without Nvidia confirming, it has signaled the prevailing trend is running on fumes and setting up for a reversal.

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所有跟帖：

• 一个令人不安的警示信号 -NewLeaf2021- ♀ (911 bytes) () 05/04/2026 postreply 19:56:00

• 我的判断不是仅仅based on 回报而是觉得SMH是现在AI环境下更好的选择 -lionhill- ♂ (0 bytes) () 05/04/2026 postreply 20:23:27

• 高度同意，同时加SOXX， -NewLeaf2021- ♀ (82 bytes) () 05/05/2026 postreply 06:44:33

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