$台积电(TSM)$_老虎社区_美港股上老虎 - 老虎社区

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大空头掘金者米高
04-11

$台积电(TSM)$ 看多。

# 晒晒更赚钱

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DTJIE
·04-11
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台积电的盘子两年内不会有分红和盈利，靠股票目前这个价格我感觉上升空间不大了。毕竟是一家代工厂现在都是顶级竞赛他的空间只会变小何况还有降息前的贷款几个工厂两年内只会烧钱。
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- DTJIE回复大空头掘金者米高:
  未来市场肯定是好但是今年明年肯定要回调的
  04-11
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- 大空头掘金者米高:
  未来一定是算力、芯片、AI的，无论英伟达、英特尔还是苹果等，这个产业链都离不开台积电，台积电有什么事，那些顶级大佬都要抖一抖，而且它的竞争力其实是无法替代的，美国不可能复制一家新的台积电。
  04-11
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- 大空头掘金者米高:
  我最近在听吴军的《谷歌方法论》，结合万维钢之前关于AI和台积电的讲述，换点原来做投资压舱石的伯克希尔，我是比较看好并准备作为压舱石中长期持有的。
  04-11
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五州
·04-12
各位大神，不知道台积电业绩怎么样
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