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中华牛牛
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**短期看点：** 1. **技术面**：股价已站稳关键均线，若突破$195阻力位，$200近在咫尺。 2. **消息面**：半导体关税落地或成催化剂，AMD、NVDA等板块联动效应显著。 3. **风险提示**：需警惕市场情绪过热后的获利回吐，尤其是大盘波动时。 **操作建议：** 短线可关注$195突破情况，中长线仍看好AI+先进制程逻辑。你们觉得这波能冲多高？ **标签：** $台积电(TSM)$ $英伟达(NVDA)$ $美国超微公司(AMD)$
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