---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/33487876.md"
description: "Made a significant adjustment to the positions in AI and semiconductors. Significantly increased the position weight of $Alphabet(GOOGL.US). The main reason is the comprehensive efficiency advantage of Google's TPU chips in the inference chip market and its relatively low valuation. $NVIDIA(NVDA.US)$AMD(AMD.US). I believe AMD will maintain its share in the inference market, but Google should benefit more."
datetime: "2025-08-29T15:31:49.000Z"
locales:
  - [en](https://longbridge.com/en/topics/33487876.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/33487876.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/33487876.md)
author: "[晓风 morning_wind](https://longbridge.com/zh-CN/profiles/6620864.md)"
---

> 支持的语言: [English](https://longbridge.com/en/topics/33487876.md) | [繁體中文](https://longbridge.com/zh-HK/topics/33487876.md)


# Made a significant adjustment to the positions in …


### 相关股票

- [AMD (AMD.US)](https://longbridge.com/zh-CN/quote/AMD.US.md)
- [Alphabet (GOOGL.US)](https://longbridge.com/zh-CN/quote/GOOGL.US.md)
- [NVIDIA (NVDA.US)](https://longbridge.com/zh-CN/quote/NVDA.US.md)
- [Alphabet - C (GOOG.US)](https://longbridge.com/zh-CN/quote/GOOG.US.md)

## 评论 (11)

- **傲娇者 · 2025-08-30T22:29:16.000Z**: Okay, NVIDIA and others have finished adjusting.
- **新用户_piSXW8 · 2025-08-29T17:27:37.000Z**: Can I sell puts on the Nasdaq now?
- **龟派投资 · 2025-08-29T17:17:29.000Z**: There are many stories to tell, and Google Cloud probably still has potential. But the current price doesn't seem suitable for building a position. Waiting for signals from Wall Street...
  - **新用户_piSXW8** (2025-09-03T17:34:36.000Z): Wait for September to drop a bit before using puts to take delivery.
- **Freemason · 2025-08-29T15:54:10.000Z · 👍 1**: Bro, what software/app is this?
  - **Antik10** (2025-08-29T16:48:41.000Z): Same question, is this manually recorded?
- **炒美股养家666 · 2025-08-29T15:33:17.000Z**: Can NVDA still surge?
  - **晓风 morning_wind** (2025-08-29T15:35:16.000Z): I've reduced my positions. Indeed, I feel the upward pressure is significant. I'll wait for the opportunity to come down before making another move.
  - **zheng168** (2025-08-29T15:35:19.000Z): Yes, just hold on, it will rise back next week.
  - **charl** (2025-08-29T15:39:07.000Z): It's highly likely to drop another 5 bucks next Tuesday.