---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/43414460.md"
description: "雲廠商➕存儲芯片/ai 芯片是我過去幾個月最好的對沖組合$微軟(MSFT.US)$英特爾(INTC.US)$閃迪(SNDK.US)$Roundhill Memory ETF(DRAM.US)$英偉達(NVDA.US)"
datetime: "2026-08-15T02:33:41.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43414460.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43414460.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43414460.md)
author: "[非洲野菊](https://longbridge.com/zh-HK/profiles/14804557.md)"
---

# 雲廠商➕存儲芯片/ai 芯片是我過去幾個月最好的對沖組合$微軟(MSFT.US)$英特爾(INTC.…


### 相關股票

- [SNDK.US](https://longbridge.com/zh-HK/quote/SNDK.US.md)
- [DRAM.US](https://longbridge.com/zh-HK/quote/DRAM.US.md)
- [MU.US](https://longbridge.com/zh-HK/quote/MU.US.md)
- [NVDA.US](https://longbridge.com/zh-HK/quote/NVDA.US.md)
- [MSFT.US](https://longbridge.com/zh-HK/quote/MSFT.US.md)
- [INTC.US](https://longbridge.com/zh-HK/quote/INTC.US.md)
- [04335.HK](https://longbridge.com/zh-HK/quote/04335.HK.md)
- [07747.HK](https://longbridge.com/zh-HK/quote/07747.HK.md)
- [07709.HK](https://longbridge.com/zh-HK/quote/07709.HK.md)
- [MSFD.US](https://longbridge.com/zh-HK/quote/MSFD.US.md)
- [MSFU.US](https://longbridge.com/zh-HK/quote/MSFU.US.md)
- [MSFY.US](https://longbridge.com/zh-HK/quote/MSFY.US.md)
- [MSFX.US](https://longbridge.com/zh-HK/quote/MSFX.US.md)
- [MSFO.US](https://longbridge.com/zh-HK/quote/MSFO.US.md)
- [MSFL.US](https://longbridge.com/zh-HK/quote/MSFL.US.md)
- [MSFW.US](https://longbridge.com/zh-HK/quote/MSFW.US.md)
- [INTW.US](https://longbridge.com/zh-HK/quote/INTW.US.md)
- [LINT.US](https://longbridge.com/zh-HK/quote/LINT.US.md)
- [INYY.US](https://longbridge.com/zh-HK/quote/INYY.US.md)
- [SNDU.US](https://longbridge.com/zh-HK/quote/SNDU.US.md)
- [SNXX.US](https://longbridge.com/zh-HK/quote/SNXX.US.md)
- [SNDG.US](https://longbridge.com/zh-HK/quote/SNDG.US.md)
- [SNDQ.US](https://longbridge.com/zh-HK/quote/SNDQ.US.md)
- [MUU.US](https://longbridge.com/zh-HK/quote/MUU.US.md)
- [MUD.US](https://longbridge.com/zh-HK/quote/MUD.US.md)
- [MULL.US](https://longbridge.com/zh-HK/quote/MULL.US.md)
- [MUZ.US](https://longbridge.com/zh-HK/quote/MUZ.US.md)
- [NVDD.US](https://longbridge.com/zh-HK/quote/NVDD.US.md)
- [NVDL.US](https://longbridge.com/zh-HK/quote/NVDL.US.md)
- [NVDS.US](https://longbridge.com/zh-HK/quote/NVDS.US.md)
- [NVDU.US](https://longbridge.com/zh-HK/quote/NVDU.US.md)
- [NVDW.US](https://longbridge.com/zh-HK/quote/NVDW.US.md)
- [NVDY.US](https://longbridge.com/zh-HK/quote/NVDY.US.md)
- [DIPS.US](https://longbridge.com/zh-HK/quote/DIPS.US.md)
- [NVDX.US](https://longbridge.com/zh-HK/quote/NVDX.US.md)
- [NVDG.US](https://longbridge.com/zh-HK/quote/NVDG.US.md)
- [NVDO.US](https://longbridge.com/zh-HK/quote/NVDO.US.md)
- [NVD.US](https://longbridge.com/zh-HK/quote/NVD.US.md)
- [NVDQ.US](https://longbridge.com/zh-HK/quote/NVDQ.US.md)
- [07788.HK](https://longbridge.com/zh-HK/quote/07788.HK.md)
- [09388.HK](https://longbridge.com/zh-HK/quote/09388.HK.md)

## 評論 (1)

- **非洲野菊 · 2026-08-18T02:23:41.000Z**: 微軟減半，清了兩倍閃迪，清了 dram，保留 intc  現在所有賬户加起來保持 3 成倉位左右，感覺最近漲的太快了，落袋為安好一點。等下週英偉達財報在看看；$Roundhill Memory ETF(DRAM.US)$閃迪(SNDK.US)$英特爾(INTC.US)$微軟(MSFT.US)也許判斷是錯的