$Arm Holdings (ARM.US)$ 這根線這麼拉爲什麼
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Rarach
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Rarach
參與了投票
$英偉達 (NVDA.US)$ 仍是參與AI基礎設施熱潮最清晰的方式，但該股現在需要的不僅僅又一個強勁的季度業績。過去三次業績後的市場反應表明，真正的對手是過高的預期。要打破『利好兌現即下跌』的魔咒，英偉達必須證明第一季度的強勁表現只是下一階段AI增長的起點，而非頂峰。
$費城半導體指數 (.SOX.US)$ $三倍做多半導體ETF-Direxion (SOXL.US)$ $半導體ETF-iShares (SOXX.US)$ $標普500指數 (.SPX.US)$ $納斯達克綜合指數 (.IXIC.US)$ $半導體指數ETF-VanEck (SMH.US)$
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$費城半導體指數 (.SOX.US)$ $三倍做多半導體ETF-Direxion (SOXL.US)$ $半導體ETF-iShares (SOXX.US)$ $標普500指數 (.SPX.US)$ $納斯達克綜合指數 (.IXIC.US)$ $半導體指數ETF-VanEck (SMH.US)$
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