可以继续看多半导体了_老虎社区_美港股上老虎

市场局外人
08-20 21:51

可以继续看多半导体了？

经过大幅回撤后，前期仓位过于拥挤的问题已经得到了显著解决。最早28年半导体和存储的供需格局才会得到显著改善，这意味着未来两年业绩有望继续稳健增长（右图），估值已经相对便宜。$费城半导体指数(SOX)$

# 迈威尔急拉近 10%，定制芯片超跌反弹能延续吗？

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