Txy
11-04 23:32

I think the initial selloff was driven more by political uncertainty than deteriorating fundamentals. Investors may have overreacted to potential changes in AI regulation, data-centre development and fiscal policies without considering how long these changes could take to implement.


For me, AI fundamentals still matter more than short-term political noise. $Advanced Micro Devices(AMD)$ strong results and continued semiconductor demand reinforce my long-term confidence, although I remain mindful of valuation risks, rising capex and financing costs.


I would not rush to buy just because Nasdaq futures $NASDAQ(.IXIC)$ have recovered. I prefer to see whether the rebound holds and AI leaders regain momentum. My strategy remains unchanged: avoid chasing rallies, accumulate quality companies gradually during meaningful pullbacks and stay disciplined. Consistency over noise, fundamentals o

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  • LoganKillian
    ·00:44
    我认为这次纳指期货 $NASDAQ(.IXIC)$ 的V型反弹，说明市场并没有因为选举结果就完全失去对科技股的信心。政治和监管风险确实需要关注，但AI产业的长期需求并没有改变， $Advanced Micro Devices(AMD)$ 近期强劲的财报也进一步证明数据中心和AI基础设施仍有增长动力。
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