他喊不喊都不会改变过_老虎社区_美港股上老虎 - 老虎社区

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Madagascar P
11-12

他喊不喊都不会改变过去5年至未来5年芯片国产替代的趋势，只是看早点进来是吃点肉还是喝点汤，对估值其实就只有个10%左右的影响吧。

# 追踪“8巨头”：特斯拉年内涨幅清零，年末看好哪只？

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Guy
·11-12
国产替代大趋势不可逆，早晚进场差别不大
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