下个五年,已用脚投票:美光、迈威尔刚入手,CLSK, AMD 和 TSM 买在高点
1, AI 生态$特斯拉 (TSLA.US)$博通 (AVGO.US)$迈威尔科技 (MRVL.US)$台积电 (TSM.US)$AMD(AMD.US)$美光科技 (MU.US)
2, 大饼$Marathon Digital(MARA.US)$CleanSpark(CLSK.US)
3, 太空经济$Rocket Lab USA(RKLB.US)$Destiny Tech100(DXYZ.US)$Coinbase(COIN.US)
芯片股看多
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- AMD
- 台积电
- 博通
- 迈威尔
- 美光
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