风险偏好的选SMCI
保守点的选AMD
或者两个都上,现在这个价位这俩都是弯腰捡钱的机会
风险偏好的选SMCI
保守点的选AMD
或者两个都上,现在这个价位这俩都是弯腰捡钱的机会
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半导体三雄当选NVDA,AVGO和TSM
-Juneau-
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10/16/2024 postreply
23:42:40
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TSM 会比较稳,但是涨幅有限,毕竟体量太大了;NVDA同理;AVGO 风险很大,不建议涉及
-pinewood2010-
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10/16/2024 postreply
23:56:05
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你真是有意思,AVGO风险大, AMD 和 SMCI 风险不大吗?
-老实8交-
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10/17/2024 postreply
11:43:01
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