· 个股论点
嗯，我持有的不多，除了 $RKLB、$IBIT，可能还有 $TSM，$HOOD 但在当前价位下可能性较小。 我在 $18 时就多仓持有 $HOOD，但鉴于其已上涨 1000%+，受金融科技(Fintech)领域限制，很难看到它在 5 年内成长为 1 万亿美元市值。但它一直是我高确信度的多头持仓，因为拥有庞大的用户群并增加了更多产品（如银行服务）。 $RKLB 目前被严重高估，但 SpaceX 是最好的对标，SpaceX 现估值 3500 亿，太空行业因国家安全问题+商业化将保持增长。RKLB 无论 5 年还是 10 年，很可能都会成长到那个体量。 比特币(Bitcoin)很可能继续增长至黄金市值水平。 $TSM 是纯粹的垄断者，像英特尔(Intel)建设晶圆代工厂这样的噪音不太可能在未来 10 年内打破这一格局。
Hmm, I don't have many but aside from $RKLB, $IBIT, prob $TSM, $HOOD but less so at these levels. I was long HOOD back at $18 but given its 1000%+ rise already, hard to see it growing into $1T in 5 years due to limits in fintech. But it was always a high conviction long due to consumer base + adding more products eg. Banking. $RKLB is insanely overvalued right now but Spacex is the best comparison, 350b valuation now and space industry will keep growing cause national security issue + commercialization. RKLB will likely grow into that whether it's 5 years from now or 10 Bitcoin will likely keep growing into gold marketcap. $TSM is a pure monopoly, no noise like Intel building foundries will likely disrupt that for another 10 years.