$台积电(TSM)$_老虎社区_美港股上老虎

梦想去拉萨

04-13

$台积电(TSM)$ 产能卡脖子，AI行情的路就窄了。钱现在都往硬的地方挤，从软件跑到硬件、能源，从终端往上游制造、材料钻，专挑扩产最难的那几个环节下手。行情不再撒胡椒面了，全看谁手里握着产能。

新财报季来袭！银行股、半导体打头阵，看好哪家表现？

本周将开启公布新一季财报，继续银行股打头阵。银行股财报后，周二花旗涨逾3%，摩根大通跌0.6%，富国银行一度大跌7%。周三、周四ASML、台积电等半导体公司也将发布财报。【大家看好哪家公司表现？现在你的操作策略是？】

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。

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