唱個反調， SMH 太集中了. Nvida + TSM 占40%

來源: 於 2026-04-22 16:37:00 [舊帖] [給我悄悄話] 本文已被閱讀：次

 當這兩個不行，就不如SOXX. YTD SMH 29%, SOXX 39%. 10 year performance, SMH won