留着AVGO，TSM，卖掉NVDA，AMD。买META。不要理MSFT和苹果。

来源: 落日熔金秋声末于 2025-11-25 05:49:05 [旧帖] [给我悄悄话] 本文已被阅读：次

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留着AVGO，TSM，卖掉NVDA，AMD。 买META。不要理MSFT和苹果。