$Visa (V.US)$ 长期持有。。。。特朗普上台后，visa进入中国的事就会加速进行。 特朗普第一任期和中国达成的协议，6个月允许visa、master进行人民币结算。但因COVID，就不了了之。Master最终以合资方式进入，而Visa坚持独资。
就是在等中国履行承诺，才一直持有。估计有50%的涨幅。本来都打算卖了，再等等吧![]()
就是在等中国履行承诺，才一直持有。估计有50%的涨幅。本来都打算卖了，再等等吧
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$美国超微公司 (AMD.US)$ 对苏博士有信心。看看AMD的过去，在CPU领域，经过几年的努力加上Intel自己的不思进取，AMD已经取得了可观的市场份额。三年前，你能想象和相信AMD在服务器市场有现在的份额吗？
在GPU方面，AMD正在做同样的努力和尝试。对AMD和苏博士有信心。
在GPU方面，AMD正在做同样的努力和尝试。对AMD和苏博士有信心。
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