金色财经
金色财经|5月 27, 2026 10:05
[Chen Guo: Don't Get Drunk on the Semiconductor Bull Market, Buying at the Peak May Lead to Long-Term Losses] According to a report by Jinse Finance on May 27, Chen Guo shared on Weibo that his strategy suggests the current semiconductor cycle is experiencing very high short-term prosperity, with no issues in sight. However, he cautions that this bull market should not lead to 'intoxication,' as buying at the peak could result in being stuck for a long time without recovery. Unlike buying Amazon in 2000—where, despite a significant market downturn, Amazon eventually rebounded—the semiconductor sector may not necessarily have the same recovery potential.
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