David Lin 对 $ASML 的判断变化

2026-10-02看涨
《Nearly Half The S&P Is Already Down 20% | Ted Oakley》
因ASML估值便宜而买入。

我们刚刚买入了 ASML。这是一家位于荷兰的公司。便宜。这些公司现在都很便宜。

We just bought ASML. That's um a lifetic company over in over in the Netherlands. Cheap. These are cheap companies now.

Texas Instruments 几周前进入了我们的视野。我们建了仓,一个小仓位,Texas Instruments,就像我说的,还有 ASML。

Texas Instruments hit our screens here a few weeks ago. We we took a a position in a small position Texas Instruments, like I said, ASML.