r/stocks
谷歌 vs SK海力士 vs AMD：你会怎么做？
投资者寻求建议，是否卖出谷歌以加仓AMD或等待SK海力士在美上市，从而最大化投资回报。
- 半导体和AI硬件股票比大型科技股提供更高的投资回报潜力
- 与纯芯片制造商相比，大型科技股可能面临有限的短期上行空间
I bought Google and AMD about 8½ months ago, investing $35k in each.
Current returns:
AMD: \+130.24%
Google: \+37.50%
I’m not saying Google is a bad investment. It’s done fine. I just think there are opportunities with greater upside. I know these stocks is comparing apples to oranges, but my goal is simply to maximize ROI. These just happen to be the opportunities I’m currently considering.
I’m considering either selling and:
A. Buying SK Hynix once it starts trading in the U.S.
Or
B. Buying more AMD since I’m still bullish long term.
Also, should I wait until Google qualifies for long term capital gains before selling? Where I live its 1 year and 1 day to qualify. I almost feel like the opportunity cost could outweigh it since it wouldn’t allow me to get SK early or AMD at a potentially better price.