美股半導體集中討論區 III

1001 回覆
16 Like 2 Dislike
2021-05-04 22:12:45
唔係幾關嘅 咩都得咁滯 除咗幾隻大工業股
2021-05-04 22:13:42
amat -5% 仲多過nvidia
當我冇講過
2021-05-04 22:17:42
UMC
2021-05-04 22:18:59
soxl 而家係FREE MONEY?
2021-05-04 22:19:14
amat tsm mu
2021-05-04 22:19:32
soxs先係
2021-05-04 22:19:40
而家SOX高位retreat1成,睇下你覺得仲有冇得跌
2021-05-04 22:28:15
竟然綠
2021-05-04 22:28:21
爛泥扶唔上柄
2021-05-04 22:28:57
有錢咪分注入
唔通真係好似隔離咁睇$22咩?
2021-05-04 22:30:03
應該跌多一成至夠皮
2021-05-04 22:30:46
btw ASX 仲紅緊
2021-05-04 22:54:31
個跌勢唔似得一日貨仔
都係等高位回兩、三成先分注入啦
2021-05-04 23:01:08
asx算係咁
都係做封裝嘅amkr先仆街,出完業績跌咗18%
2021-05-04 23:08:20
留名等睇30蚊鐵底
依家都心思思想溝
定係等到30蚊
2021-05-04 23:15:53
我$32.5入咗一注
雖然唔係幾靚
2021-05-04 23:16:57
今日個量應該有答案
2021-05-05 08:21:48
4/5
費城半導體指數 (SOX)
股價 3024.31 漲跌 ▼-49.07 漲幅 -1.60%
連登半導體指數 (LISI)
股價 993.83 漲跌 ▼-15.59 漲幅 -1.54%
2021-05-05 08:22:57
amd轉升
tsm跌唔多

覺得今日走勢係好事
2021-05-05 09:49:33
tsm應該係有利好消息姐,喺美國起6間廠

不過圖表睇嚟都冇用,希望真係跌完啦
2021-05-05 11:52:46
The sell-off in chip stocks on supply worries is overshadowing reasons to buy them, says Bank of America


buy rating on Applied Materials, its top pick, as well as on KLA-Tencor, Lam Research, Nova Measuring Instruments and Teradyne,


"Media reports are chock-full of news of chip shortages leading one to incorrectly believe the semis industry has shut down and gone on a holiday,"


"Strong [financial results] beats/outlooks have been received with stock selloffs, suggesting four walls of concerns," including that the widespread chip shortage is now being perceived as constraining as opposed to driving pricing power.


auto production to accelerate to +10% in 2021, +9.7% in 2022

smartphone to accelerate to 8% to 10% growth 2021

PC is likely to exceed 15%-20%


"Furthermore, vendor focus on engaging in non-cancellable, non-returnable (NCNR) orders for 2022 should enhance long-term visibility," said BofA


https://www.businessinsider.com/chip-stocks-asml-soxx-global-shortage-semiconductor-worries-bank-america-2021-5?amp=
2021-05-05 12:04:16
即係鬼佬多文盲?
2021-05-05 12:27:23
大戶:唔跌點買

同埋肯定會有人係見半導體升得咁犀利去炒,炒完/跌就走佬
2021-05-05 18:30:23
ASX 幾時反彈
2021-05-05 23:22:24
安森美 target price 升左
35-36入場機會
吹水台自選台熱 門最 新手機台時事台政事台World體育台娛樂台動漫台Apps台遊戲台影視台講故台健康台感情台潮流台上班台財經台房屋台飲食台旅遊台學術台校園台汽車台音樂台創意台硬件台攝影台玩具台寵物台軟件台活動台電訊台直播台站務台成人台黑 洞