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YINGJIE.L
#台积电Q3净利润超预期,盈利创历史新高 但这事儿最有意思的地方在哪呢?你看它财报这么炸裂,下面的股票(TSM、xTSM)反而还微跌了一点。这其实就是金融市场特别典型的“买在预期,卖在事实”。大家早就知道AI赚钱,股价之前也涨过了,现在答卷交出来虽然满分,但没有“惊艳”到超出所有人的想象,资金反而觉得没啥新故事可讲了,先跑为敬。就跟咱们炒币经常遇到的“利好落地变利空”一模一样的套路。
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