看空saas 行业，_老虎社区_美港股上老虎

fizz.gao
05-09

看空saas 行业，短线轻仓了 msft ，缺乏想象空间。

换成了中长线同等仓位的 nvda。

目前所有持仓行业分布如下

Newcloud 存储 GPU 稳定币，

分别对应了四支股票。

nbis dram nvda crcl

$英伟达(NVDA)$ $微软(MSFT)$

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。

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