---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/28395641.md"
description: "Just bought some $Taiwan Semiconductor(TSM.US) $NVIDIA(NVDA.US), and the market immediately responded with a big drop. Yesterday's decline had both alpha and beta.The core issue for the former should be the slowdown/overheating of North American data center construction. Eddie Wu just mentioned it, and Microsoft was also disclosed to further significantly slow down data center construction.As for the latter, Trump's flip-flopping on tariffs during the trading session (this time taking a hardline stance) immediately triggered volatility across the entire market.As for the two companies themselves, they were also separately called out by the East: first directly labeling the X Party's handover of TSMC to become "American TSMC" as XX behavior; then saying NVDA's H20 doesn't meet energy efficiency standards, which may affect imports, repeatedly squeezing them :)All of this points to one thing: control your positions, lower expectations, wait and see, and wait for big opportunities."
datetime: "2025-03-27T01:50:28.000Z"
locales:
  - [en](https://longbridge.com/en/topics/28395641.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/28395641.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/28395641.md)
author: "[晓风 morning_wind](https://longbridge.com/zh-HK/profiles/6620864.md)"
---

> 支持的語言: [English](https://longbridge.com/en/topics/28395641.md) | [简体中文](https://longbridge.com/zh-CN/topics/28395641.md)


# Just bought some $Taiwan Semiconductor(TSM.US) $NV…


### 相關股票

- [Taiwan Semiconductor (TSM.US)](https://longbridge.com/zh-HK/quote/TSM.US.md)
- [NVIDIA (NVDA.US)](https://longbridge.com/zh-HK/quote/NVDA.US.md)

## 評論 (5)

- **躺平致富 · 2025-03-27T02:09:16.000Z**: Didn't we agree to buy together at 110? How come you jumped the gun!!
  - **晓风 morning_wind** (2025-03-27T02:55:24.000Z): Day trader is on fire, buy SAIC-GM-Wuling tonight!
- **差佬的交易员 · 2025-03-27T02:00:01.000Z · 👍 1**: You're back, Xiaofeng.
  - **躺平致富** (2025-03-27T02:09:27.000Z): I'm always here
- **老蒋的交易员 · 2025-03-27T01:54:34.000Z**: Buy