$台积电(TSM)$_老虎社区_美港股上老虎 - 老虎社区

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第N次大变革大分流
2024-07-28

$台积电(TSM)$ 在如此恐慌的交易日，台积电明显超卖了，完全是被美国选举的所谓选举逻辑耽误的股票，其实当时还在犹豫要不要抄底的，现在想想，那天应该果断抄底tsm的。基本面没有任何改变，护城河还在继续强化。

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·2024-07-29
我也认为是被阿斯麦带崩和选举因素导致回撤很大，168清仓之后想着抄底，但是一看本周大科技和芯片股密集发财报，一旦有一两个暴雷，估计要到150左右，过完这周再考虑出手。
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