$TSM

台积电是更容易下的赌注,因为它押注于随着时间推移对芯片和产品需求的增长,而这一点很少有人会与之对赌。

看涨他说的是几年内
《Hot CPI & PPI, Rising Yields Hit AI Trade with Reality Check》
Schwab Network发布 2026-10-15 · 1 段内容
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你之前谈到了“Taiwan Semi”这家公司。对我来说,这是一个更容易的押注,因为你押的是随着时间推移对更多芯片和更多产品的需求。我认为没有多少人会押注相反的方向。

You were talking about the company "Taiwan Semi" earlier. For me, this is an easier bet because you are betting on the need for more chips and more products over time. I don't think many people would bet against that .

这个频道对 $TSM 的历次判断

Schwab Network 在这只股票上共 4 条判断,这里只列相邻的几条。

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