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← @viewsofchris

$GOOG

BULLISH2026-08-10
Price around the call
↑ 2026-08-10
By horizonMaturing · ~0 trading days to go
1d
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5d
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21d
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Original post
Chris Lee · 2026-08-10

刚和一位大行分析员,聊市场和板块。长远一直看好能拿到底还是谷歌、亚马逊、台积电。他是比较稳的人。 SK 海力士,他认为会回来的,毕竟业绩在,韩国去杠杆也到尾声了,回购摆在日程上,规模接近美国ADR的发行。 美光,他认为挺稳的,就看整个市场什么时候穩下来,存储现在计价的是2028年是否还有增长,产品价格也快到顶了,不然,买家也没法承受,大家对待还是「周期股,最后业绩说了算,新季度的业绩会打破这闷局。 所以光模块,现在涨了开始履行订单,加部分原因是因为懂王的口术。现价他比较skeptical。 能源只看好GEV。 国内的EV制造商,他都不看好,原因是国内之前透支了补贴、消费疲弱、竞争激烈,海外不错,以传统车企比亚迪和吉利(小比亚迪)唯优,蔚小理不行, 因为传统车企有固有渠道,日韩欧都在限制中国车辆的入口,美国更是限制中国制造的EV。 传统车企的如丰田,估值10X 为标杆。比亚迪不便宜,吉利还可以。 DYOR, NFA。 $GOOG

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