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。$费城半导体指数(SOX)$

Tesla上周五收盘涨2.05%，近期交付表现改善支撑情绪，但Cybertruck年销量仅达到马斯克25万辆目标的约13%。市场焦点正转向财报中更能决定估值的利润与现金流指标，汽车业务质量仍是关键。反弹延续前，投资者是否应先等盈利能力给出答案？

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