中文翻译
彭博社在3月照搬美银针对韩综指的剧本，简直蠢透了。他们将台湾$TSM ~23.6倍远期市盈率(P/E)和$NVDA上游供应链描述为“泡沫”。接着用“债务”而非“利润率”一词，并将台湾市场与互联网泡沫(.com)相提并论。
· 供应链分析
博主批评彭博社错误将台积电和英伟达供应链比作泡沫。
英文原文
Nothing is more stupid than Bloomberg copying BofA playbook with KOSPI back in March. And framing Taiwan’s $TSM ~23.6x forward p/e and $NVDA upstream supply chain as a “bubble”. Then using the words going into “debt” instead of “margin” + comparing Taiwan’s market to the .com https://t.co/DPXpK4zhzq