美股半導體集中討論區 II

拆股同配股兩回事
佢係咪以為配股

大家都好搞笑

Soxl係ETF唔係公司黎架

點睇AMD

昨晚SITM

Scalping Pricing Trends Suggest AMD's Ryzen 5000 Supply Is Improving

https://www.tomshardware.com/uk/news/scalping-pricing-trends-suggest-ryzen-5000-supply-improving

呢隻overvalue到有啲過分

據我所知，AMD一半wafers攞咗去俾m$同sony
雖然console利潤好少，但因為幾年前簽晒合約冇得改

CPU呢個trend應該係supply不變，但demand隨住時間減少

INTC因為AMD產能不足所以生意好咗

成日有人話intel應該fabless
無厘頭到on9

價值投資總會笑到最後

美光升乜春

仲要破埋前頂

我都想知
有新聞話仲炒緊chips shortage
開市之前又有人話可以上$120

咁soxl仲唔升爆天

Micron Has Numerous Positive Developments Converging At The Same Time

https://seekingalpha.com/article/4407137-micron-numerous-positive-developments-converging?mail_subject=mu-micron-has-numerous-positive-developments-converging-at-the-same-time&utm_campaign=rta-stock-article&utm_content=link-0&utm_medium=email&utm_source=seeking_alpha

MU好少比例

Applied Materials (NASDAQ:AMAT) reported quarterly earnings of $1.39 per share which beat the analyst consensus estimate of $1.28 by 8.59 percent. This is a 41.84 percent increase over earnings of $0.98 per share from the same period last year. The company reported quarterly sales of $5.16 billion which beat the analyst consensus estimate of $4.97 billion by 3.82 percent. This is a 23.98 percent increase over sales of $4.16 billion the same period last year.

費城半導體指數 (SOX)
股價 3146.79 漲跌 ▼-31.45 漲幅 -0.99%

連登半導體指數 (LISI)
股價 1056.29 漲跌 ▼-8.86 漲幅 -0.83%

曼聯近排走勢好強，升係合理嘅事

終於有一隻嘢ER完唔洗閪冧

間公司又有夢想又有growth，仲要肯回饋俾股東，我睇到份ER真係出曬水

我就係諗住ER完跌再加倉。。。