$TSM 20251_老虎社区_美港股上老虎 - 老虎社区

人生舵手__小琳

$TSM 20251128 275.0 PUT$

世界是谷歌的，也是英伟达的，但是追根溯源，他是被台积电卡脖子的。🤭

【热议】闪崩！现在该：控制仓位or控制情绪？

一般，“修正”通常被定义为从近期高点下跌至少10%，“熊市”通常指下跌20%或更多。周四英伟达业绩利好昙花一现，三大美股指盘中大跳水，标普500指数一度较日高跌超3%、上演4月关税风暴以来最大盘中逆转，纳指收跌超2%，和标普均创两个月新低。【$标普500(.SPX)$ 自10月28日高点回撤5%，小虎们，现在你会选择控制仓位or控制情绪？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

水到渠成180
11-30
水到渠成180
谷歌今天最大的问题不是造不出 TPU，而是造不够。高端 AI 加速器都需要 2.5D 先进封装，而能在大规模上生产 CoWoS 的，只有台积电。
秘密你
11-30
秘密你
好奇台积电都没有自己设计芯片，怎么会成为制造领域的 no.1
EdithHardy
11-27
EdithHardy
台积电才是真大佬，供应链绕不开啊[666]

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