SMH

SMH offers one-for-one semiconductor exposure after the sector became technically oversold, with an estimated 14-15% recovery potential and less downside than the 3x alternative.

SMH以英伟达为最大持仓并覆盖台积电、博通、AMD和美光，适合在支撑位开仓后用定投长期布局半导体。

博主未说明具体理由

SMH现价约585美元，尚未跌破557美元的转空位，当前更像高波动震荡而非明确下行趋势。