Post
Do-Wen
昨夜半导体跌得真不轻。
费城半导体指数 -7.2%。
$xAMD -10.9%。
$xNVDA -4.2%。
但我现在更关注：
股价跌了这么多，未来盈利预测有没有同步下降？
如果基本面没有明显恶化，估值调整才可能创造机会。
继续观察，不急着抄底。
AMD（AMD）本季度财报会超预期吗？165K vol
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