可以继续看多半导体了_老虎社区_美港股上老虎

可以继续看多半导体了？

经过大幅回撤后，前期仓位过于拥挤的问题已经得到了显著解决。最早28年半导体和存储的供需格局才会得到显著改善，这意味着未来两年业绩有望继续稳健增长（右图），估值已经相对便宜。$费城半导体指数(SOX)$

特斯拉今日 -3.22%，回吐昨日大涨。催化是特斯拉高调宣传 FSD"事故率低 4.1 倍"、欧洲正评估更大范围放行，但在 risk-off 的大盘下利好未能护盘。昨日 +5.5% 的脉冲后短线获利盘涌出，成长股在油价与利率的双重压力下集体承压。这波是趋势反转夭折，还是回调后再上车的机会？

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