我认为它属于AI基础技术，虽然有周期性波动大的缺点，但是长期回报比QQQ好。我不担心半导体行业会消失。

来源: 桃花源里人家于 2025-07-13 12:37:05 [博客] [旧帖] [给我悄悄话] 本文已被阅读：次

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