$阿斯麥 (ASML.US)$ ASML的中國業務佔其營業收入的46％...所以從邏輯上講，這家ASML應該下跌更多，也許到600區間或更低。現在有了特朗普v2，情況將會變得更糟。
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$谷歌-C (GOOG.US)$Google正處於ICU的門口。 原因：如果你贏得人工智能競賽，你將失去廣告營業收入。 如果你輸掉人工智能競賽，你可能成為下一個諾基亞。 最後的問題是：如果你必須在Chatgpt和Google之間選擇一個，你會選擇哪個？
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$阿斯麥 (ASML.US)$ 跌呀，別漲 。 我才加倉了兩股。
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$耐克 (NKE.US)$ 恭喜唯一一個重倉股票又被套。 不知道我買蘋果netflix 進去直接會不會崩盤
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$阿斯麥 (ASML.US)$再次。誰想搭公車？
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$阿斯麥 (ASML.US)$ 這種來來回回永遠會結束嗎？就我個人而言，我不這麼認為。我預計會持續這種狀況，或許會再下降一點，直到年底。我已經買進了，並計畫持有到明年。祝大家好運！
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Buy Monopoly Only : 對於中國，ASML最終將失去所有的營業收入。如果你不相信這將發生，你可以閱讀Marco Rubio關於中國2025的文章。你認為那種情況下的股價會是多少？