美股半導體集中討論區 III
路易四四一十六
1001 回覆
16 Like
2 Dislike
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唔係幾關嘅 咩都得咁滯 除咗幾隻大工業股
amat -5% 仲多過nvidia
當我冇講過
當我冇講過
UMC
amat tsm mu 
soxs先係
而家SOX高位retreat1成，睇下你覺得仲有冇得跌
竟然綠
爛泥扶唔上柄
應該跌多一成至夠皮
btw ASX 仲紅緊
asx算係咁
都係做封裝嘅amkr先仆街，出完業績跌咗18%
都係做封裝嘅amkr先仆街，出完業績跌咗18%
留名等睇30蚊鐵底
依家都心思思想溝
定係等到30蚊
依家都心思思想溝
定係等到30蚊
今日個量應該有答案
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%
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%
amd轉升
tsm跌唔多
覺得今日走勢係好事
tsm跌唔多
覺得今日走勢係好事
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
不過圖表睇嚟都冇用，希望真係跌完啦
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=
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=
即係鬼佬多文盲？
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
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
ASX 幾時反彈
安森美 target price 升左
35-36入場機會
35-36入場機會