🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 20:38:16时区推断·⟳ 抓取 20:39:02·⚡ 决策 06-23 20:50:57 +11m55s·125.8 天前
KOL反驳彭博与美银将台积电及NVDA供应链称为泡沫的观点
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Nothing is more stupid than Bloomberg copying BofA playbook with KOSPI back in March. And framing Taiwan’s $TSM ~23.6x…
不做 2330.TW
纯KOL观点与情绪表达，反驳媒体泡沫论，无实质性基本面催化剂或新信息，属于市场噪音，不具备交易edge。
不做 NVDA.US
纯KOL观点与情绪表达，反驳媒体泡沫论，无实质性基本面催化剂或新信息，属于市场噪音，不具备交易edge。
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原文全文
展开原文 · 379 字
Nothing is more stupid than Bloomberg copying BofA playbook with KOSPI back in March.
And framing Taiwan’s $TSM ~23.6x forward p/e and $NVDA upstream supply chain as a “bubble”.
Then using the words going into “debt” instead of “margin” + comparing Taiwan’s market to the .com bubble.
Crap like this is why retail trust in media has dropped off a cliff in the past few years.
And framing Taiwan’s $TSM ~23.6x forward p/e and $NVDA upstream supply chain as a “bubble”.
Then using the words going into “debt” instead of “margin” + comparing Taiwan’s market to the .com bubble.
Crap like this is why retail trust in media has dropped off a cliff in the past few years.
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