FTXL:一只涨幅达120%的半导体赢家,却有着截然不同的操作策略(纳斯达克:FTXL)
· seekingalpha.com
FTXL凭借因子驱动且对英伟达敞口较小的半导体组合,跑赢了SOXX和SMH,但估值与再平衡风险依然存在。
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