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救市哥
阿斯麦尔营收也不错,看这个月tsm和月末intel了,虽然现在半导体板块整体低迷,费城连跌,但我认为这个大概率是市场重新调整的一段时间,下个月antrophic上市,结合这段时间霍尔木兹海峡的混乱情况,股市估计会进入很长一段时间的调整期,就像上半年的深度调整一样,只不过上半年是去杠杆,而这半年是一场深度的价值重审,这次下跌不是结束,明年半导体估计还有一波大的行情,但是估计不会出现在存储,而是芯片代工制造,低点补仓英特尔,静待过程
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