美股半導體集中討論區 II

好耐未見過的FAAMG同semi 發力

終於買到

仲要各國部門唔反對先得

費城半導體指數 (SOX)
股價 3301.26 漲跌 ▲34.80 漲幅 +1.07%
連登半導體指數 (LISI)
股價 1059.95 漲跌 ▲17.38 漲幅 +1.67%

大細core係x86存續關鍵
煙條衰咗AMD都唔好過

屌喇升

想睇下依個post既人買個股既多定買etf既多
純粹參考
個股
Etf

Both

費城半導體指數 (SOX)
股價 3294.53 漲跌 ▼6.73 漲幅 -0.20%

連登半導體指數 (LISI)
股價 1058.43 漲跌 ▼1.52 漲幅 -0.14%

2021 APR week 1 performance
費城半導體指數 (SOX) : 1.68%
連登半導體指數 (LISI) : 1.14%

依家日日橫行重唔係機會入

好多股 回番到 
均線附近

如果看好
可以入部份

NVIDIA Announces New DGX SuperPOD, the First Cloud-Native, Multi-Tenant Supercomputer, Opening World of AI to Enterprise

Advancing AI with DGX SuperPOD
DGX SuperPODs are AI supercomputers featuring 20 or more NVIDIA DGX A100™ systems and NVIDIA InfiniBand HDR networking.
https://finance.yahoo.com/news/nvidia-announces-dgx-superpod-first-160500913.html

Availability
Cloud-native, multi-tenant NVIDIA DGX SuperPODs will be available in Q2 through NVIDIA’s global partners, which can provide pricing to qualified customers upon request.

NVIDIA Base Command will also be available starting in Q2.

Subscriptions for NVIDIA DGX Station A100 are available starting at a list price of $9,000 per month.

UPDATE 1-Nvidia announces Arm-based 'Grace' server chip in direct challenge to Intel

https://finance.yahoo.com/news/1-nvidia-announces-arm-based-162153139.html

INTC即刻西跌

Ai之王

Swiss National Supercomputing Centre, Hewlett Packard Enterprise and NVIDIA Announce World’s Most Powerful AI-Capable Supercomputer


老黃老奸巨猾呀

Nvidia個slide次次都吹大咗啲產品
佢個Exaflops冇講係用咩precision

所以無加到貨

都係時候借勢攻頂啦 偷下步 下個月都業績囉 又要歷史新高了

u sure

ER完多數都冧
睇下Intel同Amd ER，就應該知呢期Server demand大唔大
呢3間公司都係server收入唔夠好就冧

希望保得住$65