美股半導體集中討論區 II
路易四四一十六
1001 回覆
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2 Dislike
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所以真係唔識玩 mu
單價貴 pc市場唔旺 出貨少左 趺
單價貴 手機市場旺 出貨多 升
單價趺 所以帶動銷量 升
單價趺 要蝕做 趺
佢點講都得
單價貴 手機市場旺 出貨多 升
單價趺 所以帶動銷量 升
單價趺 要蝕做 趺
佢點講都得
GME個兩股走咗，睇嚟WSB電影院要閂門了
記憶體呢家嘢都係玩週期，2021年正正就喺週期年
真係唔識睇了
你睇翻MU份financial就見到大概3-4年會有一個週期
慣用技倆
行內人成日屌micron 呢樣野，每年總有1,2次
行內人成日屌micron 呢樣野，每年總有1,2次
巴打有冇啲大廠記憶體嘅報價資料？如果方便嘅話可唔可以分享下？
但佢d股價唔是咁易
2012-2018 都仲叫知點玩呀
2018-2021
d period m到咁款 幾個月一次
anyway 買mu 好重要
要來對衝換pc成本
2012-2018 都仲叫知點玩呀
2018-2021
d period m到咁款 幾個月一次
anyway 買mu 好重要
要來對衝換pc成本
Sox咁都有得升1%
有無咁強勢
有無咁強勢
費城半導體指數 (SOX)
股價 3008.42 漲跌 ▲25.54 漲幅 +0.86%
股價 3008.42 漲跌 ▲25.54 漲幅 +0.86%
揸緊amsl tsm amd nvda
reneasas嘅dram/nand?
仲有出咩？
仲有出咩？
Shares of KLA (NASDAQ:KLAC) fell in after-market trading after the company reported Q2 results.
Quarterly Results
Earnings per share were up 21.80% over the past year to $3.24, which beat the estimate of $3.19.
Revenue of $1.651B up by 9.41% from the same period last year, which beat the estimate of $1.6B
Outlook
KLA Sees Q3 Adj. EPS $3.23-$3.91 vs $3.21 Estimate, Sales $1.665B-$1.815B vs $1.61B Est.
Quarterly Results
Earnings per share were up 21.80% over the past year to $3.24, which beat the estimate of $3.19.
Revenue of $1.651B up by 9.41% from the same period last year, which beat the estimate of $1.6B
Outlook
KLA Sees Q3 Adj. EPS $3.23-$3.91 vs $3.21 Estimate, Sales $1.665B-$1.815B vs $1.61B Est.
Shares of Silicon Laboratories (NASDAQ:SLAB) remained unaffected after the company reported Q4 results.
Quarterly Results
Earnings per share increased 0.00% year over year to $0.84, which beat the estimate of $0.73.
Revenue of $242,917,000 higher by 10.70% from the same period last year, which beat the estimate of $226,350,000.
Guidance
Silicon Labs said it sees Q1 adjusted EPS of $0.70-$0.80 and sales of $237 million-$247 million.
Quarterly Results
Earnings per share increased 0.00% year over year to $0.84, which beat the estimate of $0.73.
Revenue of $242,917,000 higher by 10.70% from the same period last year, which beat the estimate of $226,350,000.
Guidance
Silicon Labs said it sees Q1 adjusted EPS of $0.70-$0.80 and sales of $237 million-$247 million.
呢兩個都係星期三收市出嘅ER
