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法外狂兔Zed
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法外狂兔Zed
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Bullish
做多了:BE、AMD、DELL! 我的逻辑很简单:AI芯片板块的估值已充分反映乐观预期 相比之下,我认为博通、英特尔、美光在AI价值链中的竞争位置和确定性,暂时不如AMD和台积电稳固。 所以现阶段我的思路是: 少追纯情绪,多找确定性;少看故事,多看业绩兑现。 目前做多 BE / AMD / DELL。 AI行情还远没结束,但接下来会越来越考验选股能力。$DELL $BE $AMDB #AMD #Dell #be #AI #美股超话
做多了:BE、AMD、DELL!
我的逻辑很简单:AI芯片板块的估值已充分反映乐观预期
相比之下,我认为博通、英特尔、美光在AI价值链中的竞争位置和确定性,暂时不如AMD和台积电稳固。
所以现阶段我的思路是:
少追纯情绪,多找确定性;少看故事,多看业绩兑现。
目前做多 BE / AMD / DELL。
AI行情还远没结束,但接下来会越来越考验选股能力。
$DELL
$BE
$AMDB
#AMD
#Dell
#be
#AI
#美股超话
My Futures Portfolio
0
/ 200
Minimum 10USDT
7D PNL
256.95
USDT
7D ROI
+1.28%
AUM
$20258.98
Win Rate
9.09%
BE
-0.13%
DELL
-0.41%
AMDB
+0.13%
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