想起早上壇主在說把NVDA換成SMH

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.

所有跟帖： 

• 一個令人不安的警示信號 -NewLeaf2021- ♀ (911 bytes) () 05/04/2026 postreply 19:56:00

• 我的判斷不是僅僅based on 回報而是覺得SMH是現在AI環境下更好的選擇 -lionhill- ♂ (0 bytes) () 05/04/2026 postreply 20:23:27

• 高度同意， 同時加SOXX， -NewLeaf2021- ♀ (82 bytes) () 05/05/2026 postreply 06:44:33