Rich Habits 对 $SOXX 的判断变化

频道资料 →本频道有 2 位标注的说话人:Andy Jassy、Wall Street favorites.com / 'We both'共 1 条
2026-09-10
Semiconductors: The Winners and Losers Are Separating
SOXX 在经历回调后于 200 日移动均线附近走强;但若跌破该水平,说话者更倾向于买入个股半导体股票而非该 ETF 本身。

SOXX。这是半导体 ETF。这是半导体指数。如果你想的话可以把它调出来。不错。所以,这是半导体指数。这是什么?这是一只 ETF,由我认为大约 30 家左右,25 到 30 家规模最大、最赚钱、最令人兴奋的半导体公司组成。

the SOXX. This is the semiconductor ETF. This is the the semiconductor index here. You can kind of pull it up if it wants to go there. Nice. So, this is the semiconductor index. What is this? This is an ETF that is made up of I think it's 30 or so 25 30 of the the largest, biggest, most profitable and exciting semiconductor companies.

所以,这里面有很多我们都熟悉和喜爱的酷名字,但依我拙见,它也充满了一些有点过度狂热的名字。所以,当我们继续往下看这些图表时,我们看到了这一张。这张图我相信是我在,天哪,六月下旬、七月初分享过的。