---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/34089436.md"
description: "After becoming the largest position, successfully applied for $Alphabet(GOOGL.US) StockPro. Opening a Q&A thread on Google/AI/semiconductors—ask me anything, and I'll answer everything. Come on 😬 $NVIDIA(NVDA.US)$Taiwan Semiconductor(TSM.US)Update: Many questions have already been answered below—you can check the previous replies first."
datetime: "2025-09-16T10:22:50.000Z"
locales:
  - [en](https://longbridge.com/en/topics/34089436.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/34089436.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/34089436.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/34089436.md) | [简体中文](https://longbridge.com/zh-CN/topics/34089436.md)


# After becoming the largest position, successfully …


### 相關股票

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

## 評論 (245)

- **我要喝瑞幸 · 2025-09-19T08:55:42.000Z**: Brother Feng has been following you for a long time, and your comments have been very inspiring to me. I now have a question about a trading strategy that I'd like to ask you. I firmly believe in TSMC and have also bought semiconductor ETFs and Dazi, with current returns reaching over 50%.But becaus
  - **晓风 morning_wind** (2025-09-22T13:29:57.000Z): No matter which one, keep a calm mindset. Money doesn't come to those in a hurry.
- **good8875852 · 2025-09-16T22:58:25.000Z · 👍 1**: Not bad, not bad
- **八千里路云和月7 · 2025-09-16T22:56:30.000Z · 👍 1**: Excellent
- **月光酱 · 2025-09-16T16:08:08.000Z**: Brother Feng, what do you think about Alibaba and Baidu? How would you allocate a 10% position (including short positions)?
  - **晓风 morning_wind** (2025-09-17T03:09:51.000Z): Baidu surged today, reminding me that the big rise in Baidu in 2021 was a sign of the peak of Chinese concept stocks. The management of this stock is hopeless, and I will never touch it, whether short
- **swagger · 2025-09-16T15:59:49.000Z**: How do you say apple, how many frogs did you see this year
  - **晓风 morning_wind** (2025-09-17T03:10:03.000Z): Be cautious about the all-time high.
- **一定要知行合一 · 2025-09-16T15:17:39.000Z**: Can we still add to our position in Google?
  - **晓风 morning_wind** (2025-09-17T03:10:16.000Z): It has been answered before.
- **股民第二年 · 2025-09-16T15:00:30.000Z**: Newbie here, did I buy at a high today? 😂
  - **晓风 morning_wind** (2025-09-17T03:10:37.000Z): I think it's okay
- **浩浩荡荡 · 2025-09-16T14:16:55.000Z**: Learn from Brother Feng, the big stock owner and big investor📚
- **稳中求胜(财神) · 2025-09-16T13:33:09.000Z**: StockPro？？
- **主力的小韭菜 · 2025-09-16T13:22:01.000Z**: Congratulations, StockPro. I also started hoarding TSMC after reading your posts. After looking around, I found that everyone has already asked what I wanted to ask.
  - **晓风 morning_wind** (2025-09-16T13:26:25.000Z): Wishing you great wealth
- **王哪跑啊 · 2025-09-16T13:21:39.000Z**: Microsoft and Google, I think they are in a competitive relationship. Which one do you prefer? Or hold both? Thanks
  - **晓风 morning_wind** (2025-09-16T13:26:13.000Z): The cloud is partially competitive. Only partially. Bullish on Google, Microsoft is under pressure. The last two financial reports were both very good, and the different trends are also visible.
  - **王哪跑啊** (2025-09-16T13:28:21.000Z): Okay. Thanks for the reply
- **Liaowei · 2025-09-16T13:19:40.000Z**: Bro, what's the cost, and what's the target?
  - **晓风 morning_wind** (2025-09-16T13:26:59.000Z): My cost for Google is relatively low, and it's over a hundred after adding to my position.
  - **Liaowei** (2025-09-16T13:28:01.000Z): Worship the boss, I also held it before takeoff, sold at 210, not in the car now, find a chance to get on board
- **巴韭特(￣_,￣ ) · 2025-09-16T13:07:02.000Z**: Should I buy back TSMC now after selling it too early, or wait until after the interest rate meeting?
  - **晓风 morning_wind** (2025-09-16T13:08:22.000Z): Don't think about the past. Just ask whether it's still worth buying now, refer to previous replies. Interest rate cuts affect everything, not just one company.
- **乐某 · 2025-09-16T13:04:48.000Z**: Bro, what do you think about Apple? I only have Apple and Google now, and I like investing.
  - **晓风 morning_wind** (2025-09-16T13:06:50.000Z): There is still potential for further upside, mainly because the 17th generation products are good and should drive a wave of device upgrades. I hope to pay more attention to its reversal logic in AI, 
  - **乐某** (2025-09-16T13:08:12.000Z): Great, I have gained more confidence.
- **乐某 · 2025-09-16T13:03:51.000Z · 👍 2**: Google is my second position, Apple is the first
  - **晓风 morning_wind** (2025-09-16T13:04:46.000Z): Boss makes a fortune
- **小白zz · 2025-09-16T13:01:41.000Z**: Hello StockPro, I bought the dip on Google on April 7th and sold at 230. Now I only have 5 shares left with negative cost basis. What should I do next? Please give some advice!
  - **晓风 morning_wind** (2025-09-16T13:04:28.000Z): Refer to the previous reply, this question is asked a lot
- **聚宝长桥 · 2025-09-16T12:50:34.000Z**: Boss, when the interest rate cut is about to be announced, how is it usually operated?
  - **晓风 morning_wind** (2025-09-16T12:51:55.000Z): I can't answer this, @PortAI, can you say something?
  - **LongbridgeAI** (2025-09-16T12:51:55.000Z): 您好，我是您的智能金融信息助手 PortAI。关于您提到的谷歌、AI 和半导体相关问题，我可以为您提供一些信息和分析。谷歌-A 股主成功：谷歌作为全球领先的科技公司，其在 AI 领域的投资和发展一直备受关注。谷歌的 AI 技术在搜索引擎、广告、云计算等多个领域都有广泛应用。AI 发展趋势：AI 技术正在快速发展，尤其是在自然语言处理、计算机视觉和自动驾驶等领域。企业在 AI 技术上的投入不断增加，
  - **聚宝长桥** (2025-09-16T12:52:55.000Z): 😆👌
- **龙场悟道忘忧草 · 2025-09-16T12:46:18.000Z**: Does Brother Feng think the current valuations of the major AI stocks in the US are expensive? For example, NVIDIA, while Google has managed to break through.
  - **晓风 morning_wind** (2025-09-16T12:47:25.000Z): NVIDIA is not cheap.
  - **龙场悟道忘忧草** (2025-09-23T15:17:57.000Z): I also think that there don't seem to be many cheap m7 options at the moment.
- **賺錢复校的阿茜同學 · 2025-09-16T12:44:58.000Z**: Congratulations, boss! 😁 I'm recently very interested in Trump's "nationalization" of Intel... I read "Chip War". Among the "2nm Three Sisters", Samsung was once developed and expanded with the support of Korean chaebols persuaded by Lee Byung-chul, while TSMC was developed 
  - **晓风 morning_wind** (2025-09-16T12:49:12.000Z): Could he also become a similar position to Boeing?
  - **賺錢复校的阿茜同學** (2025-09-16T12:59:34.000Z): 😂Feels uncertain! I'm quite optimistic~
  - **股主管理局** (2025-09-17T06:03:31.000Z): 恭喜你获得 1888 任务币！
- ***烟火声* · 2025-09-16T12:44:44.000Z · 👍 1**: Congratulations
  - **晓风 morning_wind** (2025-09-16T12:49:22.000Z): Thanks, boss is smoking Huazi