Serenity（白毛股神）@aleabitoreddit发帖2026-06-23

作者批评彭博社重复美银3月关于KOSPI的分析报告，将$TSM和$NVDA的上游供应链描绘为泡沫，认为其用词不准确（‘债务’而非‘保证金’）且不当类比.com泡沫。

作者批评彭博社重复美银3月关于KOSPI的分析报告，将$TSM和$NVDA的上游供应链描绘为泡沫，认为其用词不准确（‘债务’而非‘保证金’）且不当类比.com泡沫。

“Nothing is more stupid than Bloomberg copying BofA playbook with KOSPI back in March. And framing Taiwan’s $TSM ~23.6x forward p/e and $NVDA upstream supply chain as a “bubble”. Then using the words going into “debt” instead of “margin” + comparing Taiwan’s market to the .com bubble. Crap like this is why retail trust in media has dropped off a cliff in the past few years.”