想起早上壇主在說把NVDA換成SMH

來源: 2026-05-04 19:52:17 [博客] [舊帖] [給我悄悄話] 本文已被閱讀:

Case in point, since Nvidia's watershed earnings report in May 2023 — the event that effectively ignited the AI trade — every time the Broad Semiconductor Sector (SMH) has made a new high without Nvidia confirming, it has signaled the prevailing trend is running on fumes and setting up for a reversal.