---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/39739366.md"
description: "半導體板塊最近走得真是一波三折，AMAT、LRCX 這些老牌設備龍頭還有台積電，感覺美股科技牛市光環和波動隨時切換，踏空的人繼續難受，重倉的又總提心吊膽盯着波動，長期信仰和短期情緒瘋狂拉扯🙈$應用材料(AMAT.US) $泛林集團(LRCX.US) $艾克爾科技(AMKR.US) $Tower半導體(TSEM.US) $2 倍做多台積電 ETF - Direxion(TSMX.US)"
datetime: "2026-04-07T09:00:40.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39739366.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39739366.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39739366.md)
author: "[存存](https://longbridge.com/zh-HK/profiles/26850818.md)"
---

# 半導體板塊最近走得真是一波三折，AMAT、LRCX 這些老牌設備龍頭還有台積電，感覺美股科技牛市光環…


### 相關股票

- [AMAT.US](https://longbridge.com/zh-HK/quote/AMAT.US.md)
- [LRCX.US](https://longbridge.com/zh-HK/quote/LRCX.US.md)
- [TSM.US](https://longbridge.com/zh-HK/quote/TSM.US.md)
- [TSMX.US](https://longbridge.com/zh-HK/quote/TSMX.US.md)