"这个问题已经谈了很多遍了，现在半导体不要做指数，要做龙头"

 I do have heavy position of NVDA, but no AVGO, no TSM, I thought SOXL can cover all other semi stocks with less risk.

for this strategy: "现在半导体不要做指数，要做龙头", can you elaborate more? I am trying to understand why semi ETF is not good to hold position at this moment? sorry I might have missed your previous post regarding this subject.

https://bbs.wenxuecity.com/finance/6526427.html

所有跟帖： 

• 英伟达太伟大了 -BigMountain6- ♂ (0 bytes) () 10/21/2024 postreply 10:03:07

• 做股票自由 -今年苹果树- ♀ (0 bytes) () 10/21/2024 postreply 10:07:44

• The semi is a big industry... -三心三意- ♂ (1056 bytes) () 10/21/2024 postreply 10:12:00

• 谢谢分享， 学习了。 可否分享仓位管理的思路 -NewLeaf2021- ♀ (193 bytes) () 10/21/2024 postreply 13:03:38

• 我在9月初的帖子大慨说了我下半年的布局思路。你可以看到我这几个月操作基本上都是根据那个思路 -三心三意- ♂ (0 bytes) () 10/21/2024 postreply 14:08:22

• One more thing, I do NOT think semi will lead the market -三心三意- ♂ (583 bytes) () 10/21/2024 postreply 10:15:10

• thank you, I will try to reduce my SOXL plosition -CLM2020- ♂ (0 bytes) () 10/21/2024 postreply 10:35:59

• 现在花街的布局是：AI chips + AI app + AI基建（数据中心电力）-- 我在9月初的帖子里提过 -三心三意- ♂ (0 bytes) () 10/21/2024 postreply 10:41:06

• 我们做投资要提前布局板块。。。 -三心三意- ♂ (0 bytes) () 10/21/2024 postreply 10:43:43

• Agree. 我只有NVDL， NVDX， SOXL -快鱼吃慢鱼- ♀ (0 bytes) () 10/21/2024 postreply 10:17:08