搵咗 AMD 黎守住 SOXL
點知佢今晚表現排最尾
美股半導體集中討論區 III
路易四四一十六
1001 回覆
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AMD 衰咩
搵咗 AMD 黎守住 SOXL
點知佢今晚表現排最尾
搵咗 AMD 黎守住 SOXL
點知佢今晚表現排最尾
13/5
費城半導體指數 (SOX)
股價 2893.94 漲跌 ▲42.79 漲幅 +1.50%
連登半導體指數 (LISI)
股價 938.82 漲跌 ▲10.55 漲幅 +1.14%
費城半導體指數 (SOX)
股價 2893.94 漲跌 ▲42.79 漲幅 +1.50%
連登半導體指數 (LISI)
股價 938.82 漲跌 ▲10.55 漲幅 +1.14%
今晚食左春藥
ARKK 4%
SOXX 2%
輸大市
SOXX 2%
輸大市
Soxx同arkk堆妖股比
真係要講就拎soxl
真係要講就拎soxl
今日彈高加沽
愈買愈多半導體 買到我驚
SNPS AVGO QCOM AMD NVDA
SNPS AVGO QCOM AMD NVDA
14/5
費城半導體指數 (SOX)
股價 2981.42 漲跌 ▲87.48 漲幅 +3.02%
連登半導體指數 (LISI)
股價 969.34 漲跌 ▲30.52 漲幅 +3.25%
費城半導體指數 (SOX)
股價 2981.42 漲跌 ▲87.48 漲幅 +3.02%
連登半導體指數 (LISI)
股價 969.34 漲跌 ▲30.52 漲幅 +3.25%
哇升咁多
Amd都沽
蝕住轉返 SOXL 算
Intel終於嘔到粒10nm++ 8核心出嚟
似乎功耗依然唔夠好，但效能同AMD用台積電N7+有得比
https://www.anandtech.com/show/16680/tiger-lake-h-performance-review
似乎功耗依然唔夠好，但效能同AMD用台積電N7+有得比
https://www.anandtech.com/show/16680/tiger-lake-h-performance-review
17/5
費城半導體指數 (SOX)
股價 2954.63 漲跌 ▼-26.79 漲幅 -0.90%
連登半導體指數 (LISI)
股價 958.26 漲跌 ▼-11.07 漲幅 -1.14%
費城半導體指數 (SOX)
股價 2954.63 漲跌 ▼-26.79 漲幅 -0.90%
連登半導體指數 (LISI)
股價 958.26 漲跌 ▼-11.07 漲幅 -1.14%
WDC升到咁
啲HardDisk股升到無停
HDD都可以攞嚟挖礦 cls
係咪因為可以用harddisk挖礦
yes
但係HDD好難scale up production
真正賺錢嘅同GPU一樣係啲代理
但係HDD好難scale up production
真正賺錢嘅同GPU一樣係啲代理
買乜都要比代理掠水
The first negative PC data point since the pandemic started, apparent smartphone sales softness, and weak guidance from semiconductor companies have combined to drive a semi sell-off, says Citi analyst Christopher Danely.
But the analyst thinks the smartphone issue is confined to China, and PC demand will pick up in the second half of the year with increasing enterprise demand.
Citi advises investors to "use the weakness" to pick up the firm's top semi picks: Micron (NASDAQ:MU), NXP Semiconductor (NASDAQ:NXPI), ON Semi (NASDAQ: ON), and Texas Instruments (NASDAQ:TXN).
But the analyst thinks the smartphone issue is confined to China, and PC demand will pick up in the second half of the year with increasing enterprise demand.
Citi advises investors to "use the weakness" to pick up the firm's top semi picks: Micron (NASDAQ:MU), NXP Semiconductor (NASDAQ:NXPI), ON Semi (NASDAQ: ON), and Texas Instruments (NASDAQ:TXN).
Separately, BofA is out with a note discussing the top five semi investor debates.
Regarding what can improve the sector's sentiment and performance, the firm's investor survey came up with the three most important catalysts for a turnaround: stabilization in well-owned, high-momentum stocks like Nvidia (NASDAQ:NVDA) and AMD (NASDAQ:AMD), the return of the SOX to its historical valuation levels, and interest rate stabilization.
Looking at the playbook for the second half of 2021 into 2022, BofA analyst Vivek Arya thinks the focus will be on "companies with the best growth visibility" among semi equipment names with Applied Materials (NASDAQ:AMAT) a top pick, computing stocks with Nvidia a top pick, auto-exposed stocks like NXP Semi, 5G infrastructure like Marvell (NASDAQ:MRVL), and 5G smartphone names like Qorvo (NASDAQ:QRVO).
Regarding what can improve the sector's sentiment and performance, the firm's investor survey came up with the three most important catalysts for a turnaround: stabilization in well-owned, high-momentum stocks like Nvidia (NASDAQ:NVDA) and AMD (NASDAQ:AMD), the return of the SOX to its historical valuation levels, and interest rate stabilization.
Looking at the playbook for the second half of 2021 into 2022, BofA analyst Vivek Arya thinks the focus will be on "companies with the best growth visibility" among semi equipment names with Applied Materials (NASDAQ:AMAT) a top pick, computing stocks with Nvidia a top pick, auto-exposed stocks like NXP Semi, 5G infrastructure like Marvell (NASDAQ:MRVL), and 5G smartphone names like Qorvo (NASDAQ:QRVO).
睇嚟又轉燈