感想是，普通人直接定投QQQ和SMH就够了，SMH前20的持仓已经占比96%以上了，分别是
1. NVDA — NVIDIA — 16.13%
2. TSM — Taiwan Semiconductor — 9.42%
3. INTC — Intel — 7.83%
4. AMD — Advanced Micro Devices — 7.16%
5. AVGO — Broadcom — 6.93%
6. MU — Micron — 6.25%
7. QCOM — Qualcomm — 5.03%
8. TXN — Texas Instruments — 4.88%
9. LRCX — Lam Research — 4.37%
10. ASML — ASML Holding — 4.10%
11. KLAC — KLA — 4.04%
12. ADI — Analog Devices — 3.90%
13. AMAT — Applied Materials — 3.86%
14. MRVL — Marvell — 3.10%
15. SNPS — Synopsys — 2.20%
16. CDNS — Cadence Design Systems — 2.17%
17. NXPI — NXP Semiconductors — 1.33%
18. MPWR — Monolithic Power Systems — 1.19%
19. STM — STMicroelectronics — 1.15%
20. TER — Teradyne — 1.14%
想玩个股的在这里面再继续选少量买就够了，心智负担会少很多，当然你要保证你的眼光能毒辣过华尔街那批人