限制产能这事儿，在中_老虎社区_美港股上老虎

大小摩

10-15

限制产能这事儿，在中国是利空，可在美国就成了利好。原因很简单，供应少了，需求却多了，那价格肯定得大幅上涨。$阿斯麦(ASML)$

阿斯麦、台积电业绩强劲！半导体涨势能否持续？

阿斯麦、台积电业绩强劲，芯片指数两连涨，美光涨超5%，英伟达涨超1%，甲骨文涨超3%。【大家看好芯片股涨势吗？你有持仓哪一家？】

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