不确定整个半导体行业_老虎社区_美港股上老虎

OldZhao
10-18

不确定整个半导体行业在经济不确定的情况下未来发展，但在AI驱动和头部芯片设计公司的增长需求下，头部代工和头部设备供应商是非常好的选择。晶圆代工和光刻设备都是有着非常强的护城河，不是简单的技术迭代弯道超车，而是众多工序和大量时间和经验的长期堆叠成就$阿斯麦(ASML)$ $台积电(TSM)$

# 阿斯麦、台积电业绩强劲！半导体涨势能否持续？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":490577816142184,"tweetId":"490577816142184","gmtCreate":1760797491041,"gmtModify":1760800350852,"author":{"id":3575710822988437,"idStr":"3575710822988437","authorId":3575710822988437,"authorIdStr":"3575710822988437","name":"OldZhao","avatar":"https://static.tigerbbs.com/ecbdce7c3e8cd0f16959b5e9c82f4f42","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[{"themeId":"0a81fa621ad948bda8a6607479a1600b","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"阿斯麦、台积电业绩强劲！半导体涨势能否持续？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":0a81fa621ad948bda8a6607479a1600b}&rnconfig={\"headerBarHidden\": true}","description":"阿斯麦、台积电业绩强劲，芯片指数两连涨，美光涨超5%，英伟达涨超1%，甲骨文涨超3%。【大家看好芯片股涨势吗？你有持仓哪一家？】","image":"https://static.tigerbbs.com/974910dc085bd58494f3eeb204acc64e"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p>不确定整个半导体行业在经济不确定的情况下未来发展，但在AI驱动和头部芯片设计公司的增长需求下，头部代工和头部设备供应商是非常好的选择。晶圆代工和光刻设备都是有着非常强的护城河，不是简单的技术迭代弯道超车，而是众多工序和大量时间和经验的长期堆叠成就<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a>&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>不确定整个半导体行业在经济不确定的情况下未来发展，但在AI驱动和头部芯片设计公司的增长需求下，头部代工和头部设备供应商是非常好的选择。晶圆代工和光刻设备都是有着非常强的护城河，不是简单的技术迭代弯道超车，而是众多工序和大量时间和经验的长期堆叠成就<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a>&nbsp;</p></body></html>","text":"不确定整个半导体行业在经济不确定的情况下未来发展，但在AI驱动和头部芯片设计公司的增长需求下，头部代工和头部设备供应商是非常好的选择。晶圆代工和光刻设备都是有着非常强的护城河，不是简单的技术迭代弯道超车，而是众多工序和大量时间和经验的长期堆叠成就$阿斯麦(ASML)$ $台积电(TSM)$","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/490577816142184","repostId":0,"isVote":1,"tweetType":1,"viewCount":415,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSM","ASML"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":266,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}