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知安KK（互关版）
#台积电Q3净利润超预期，盈利创历史新高 “营收暴涨50%，净利大增68%，结果股价反而跌了3%？这就是典型的‘利好出尽是利空’啊！市场早就把AI爆发的预期打满了，现在业绩虽然炸裂，但只要没‘超预期到天际’，短线资金就会借机止盈出货。不过话说回来，2nm占比都能到8%了，护城河还是深不见底，跌下来反而是给长线信仰者上车的机会？🤔”
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