中文翻译
@lijiu163076 $NVDA 明年将以产能受限的 70% 速度增长，这好得离谱。 我的观点是，投资英伟达很难出错，因为它几乎就像一只半导体 ETF？他们现在持有 $INTC、$MRVL、$LITE、$COHR、$NBIS 和联发科的不错份额。
· 个股论点
看好NVDA高增长及类似半导体ETF的持仓结构
涉及标的： $COHR$INTC$LITE$MRVL$NBIS$NVDA
英文原文
@lijiu163076 $NVDA is growing at a capacity constrained 70% next year, which is ridiculously good. My opinion is that it's hard to go wrong with Nvidia, because it's almost like a semiconductor ETF? They own decent parts of $INTC, $MRVL, $LITE, $COHR, $NBIS, and Mediatek now.