$NVDA
+5.46%
$AXTI $EWY -2.95%
$XLU $MU -18.09%
$SNDK -6.72%
$LITE $TSM -8.8%
$IQE $SIMO $COHR $AAOI $AMKR $ONTO $CAMT -0.52%
$KLIC $FORM -6.64%
$AEHR $EWJ -1.39%
$HOOD -3.38%
1. 重点关注人工智能供应链中的活跃瓶颈
2. 然后重点关注资本轮动至台湾、日本、韩国
From X
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