段永平:现在开始关注台积电

格隆汇
09 Mar

格隆汇3月9日|继英伟达后,段永平又盯上了一家半导体公司。段永平昨日在社交媒体表示:“一月很多put过期后,空出了很多cash。美股如此贵,还有人这么在折腾,t-bill利息也降了下来,有点不好办哈。开始想想台积电。35年前我就知道台积电是家非常厉害的公司。但开始投资后一直没下过手,就是觉得他是非常重资产的公司。现在开始关注。能够满仓是件很愉快的事情,空仓多少有点难受。” 继卖英伟达put之后,段...

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