标普权重最高的信息技_老虎社区_美港股上老虎

Bourse2022
2024-04-16

标普权重最高的信息技术板块，3月份的空头押注，相比2月有所增加。SMCI是第二大被做空的个股

四月还是应该谨慎，SMCI很依赖库存和新建或扩大规模的工厂，但当客户需求减少时，收入和利润上就会马上体现

# SMCI逼近$800！你觉得股价泡沫有多大？

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