E = mc²
2026.02.06 12:15

$Direxion Semicon Bull 3X(SOXL.US)$NVIDIA(NVDA.US)$Taiwan Semiconductor(TSM.US)$Intel(INTC.US)$AMD(AMD.US)$Micron Tech(MU.US)$Sandisk(SNDK.US)硬件公司先赚钱

$Alphabet(GOOGL.US)$Meta Platforms(META.US)$Microsoft(MSFT.US)$Amazon(AMZN.US)护城河 + 硬件 + 数据中心 +LLM+ 应用场景赚钱，收支互搏

$Apple(AAPL.US)稳稳的终端布局和收支（存储涨价影响成本）

巨头轮动跟着走，波段持有半导体 ETF 和 QQQ 还是省心的。

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