最近賣出了長持的NFLX和PLTR, 主要依據是估值和Upside potential for next two years
同理看好AI for next 5-10 years, will move SMH, INTC, TSM and LRCX從短持變為長持
最近賣出了長持的NFLX和PLTR, 主要依據是估值和Upside potential for next two years
同理看好AI for next 5-10 years, will move SMH, INTC, TSM and LRCX從短持變為長持
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謝謝,覺得這個話題值得深入一些探討
-雲起千百度-
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05/08/2026 postreply
16:11:22
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