One more thing, I do NOT think semi will lead the market

来源: 三心三意 于 2024-10-21 10:15:10 [] [旧帖] [给我悄悄话] 阅读数 : (583 bytes)
本帖于 2024-10-21 11:56:46 时间, 由普通用户 三心三意 编辑

There are many fundamentally flawed analysis on this forum about "If Semi does not recover, QQQ will not recover".

Semi in late part of 2023 and first half of 2024 is clearly over-valued as a whole industry. Fueled by AI, companies with or without direct contribution to AI all got pumped up in semi sector. In fact, semi sector is the "only" sector that has been in a true bear market since high of July due to this.

If you continue to follow blindly on SMH or SOXX in second half of 2024 and into 2025, you will be disappointed

所有跟帖： 

• thank you, I will try to reduce my SOXL plosition -CLM2020- ♂ 给 CLM2020 发送悄悄话 (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- ♂ 给 三心三意 发送悄悄话 (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- ♂ 给 三心三意 发送悄悄话 (0 bytes) () 10/21/2024 postreply 10:43:43

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