🔲 半导体（逻辑与晶圆代工）
Stage: Quiet / Out of Favor
| Narrative grade | B- (69.6) |
|---|---|
| Heat | 40/100 |
| Froth | 45/100 |
| Fuel | 49/100 |
| Beta | 3.56 |
Closest historical analog
By run-up shape, 半导体（逻辑与晶圆代工） most resembles 🚜 Ag & Fertilizer, currently up 4.7× from its cycle low.
Open the live dashboard for the full history-mirror, peer fundamentals and basket performance.