現在-業績又超預期
https://x.com/EconomyApp/status/1991259207878996127
未來-現市值近5萬億美元, 四年仲有四倍升
https://io-fund.com/ai-stocks/nvidia-stock-20-trillion-market-cap-2030
大佬解釋AI根本唔係BUBBLE, 不過應該無人同意, 一定係有問題, GPU 係騙局黎
Nvidia CEO Jensen Huang was just asked if we're in an AI bubble.
— Stock Talk (@stocktalkweekly) November 19, 2025
This was his full, 3-minute response: pic.twitter.com/XbfzVGhky0
截止今年回報 (till 20251108):
QQQM: 19.3%
VGT: 22.4%
XLK: 23.9%
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過往五年平均回報:
QQQ: 19.2%
VGT: 20.5%
XLK: 20.5%
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所以除了SPYM及QQQM之外, VGT + XLK 都幾值得買入的ETF 月供或低位買入長期持有, 當做定期。
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VGT 由DUNCAN兄提供, XLK 其實好多年前睇美股隊長本書睇返黎
迷思: 明明AMD / NVDA / AVGO 今年回報都40%-90%不等, 為何要買ETF回報咁低既產品啊?
個人看法: 個股升跌好睇個人看法+命水, 無人阻你買, 是但一隻MU WDC 都升你三幾倍, 但未必可以揸足全程, 可能我自己能力太低, ETF就夠殘廢, 唔太洗睇合埋眼有佢, 只要係牛市就一定有回報, 所以各施各法, 重要係咩野升都好, 自己都要有份參與,
唔係就好似前幾日股神隻BRK 跌到近$470, 業績開埋都話股神廢, 人地唔要我咪要, 咁個幾個%回報唔係多, 但係市場送俾你都無理由唔要, 股神廢架嘛, 最重要係全城都俾幾個POST 洗晒腦, 又多現金唔識投資, 真係廢架, 基本上同啲數據話咩般尼主場廿幾場無輸過一樣, 一講就開對家, 好有趣。
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VGT (Expense ratio: 0.09%)
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XLK (Expense ratio: 0.08%)
