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
陳主任
2021-05-13 22:07:34
AMD 衰咩

搵咗 AMD 黎守住 SOXL
點知佢今晚表現排最尾

路易四四一十六
2021-05-14 21:51:24
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%
りき
2021-05-14 23:52:21
今晚食左春藥
夜子若+
2021-05-15 00:02:06
ARKK 4%
SOXX 2%
輸大市
りき
2021-05-15 00:03:28
Soxx同arkk堆妖股比

真係要講就拎soxl
路易四四一十六
2021-05-15 08:37:19
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%
Casemiro14
2021-05-15 08:45:34
哇升咁多
兒登精英
2021-05-15 08:46:50
Amd都沽

陳主任
2021-05-15 16:12:35
蝕住轉返 SOXL 算

25歲(N記N展狗)
2021-05-15 17:05:02
Arsene永遠都存在
2021-05-17 21:53:17
路易四四一十六
2021-05-18 08:30:21
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%
Arsene永遠都存在
2021-05-18 08:30:47
WDC升到咁

路易四四一十六
2021-05-18 08:39:04
啲HardDisk股升到無停

Arsene永遠都存在
2021-05-18 08:41:06
HDD都可以攞嚟挖礦 cls
二十蚊唱K
2021-05-18 08:41:35
係咪因為可以用harddisk挖礦

Arsene永遠都存在
2021-05-18 08:44:23
yes
但係HDD好難scale up production
真正賺錢嘅同GPU一樣係啲代理
二十蚊唱K
2021-05-18 08:55:39
買乜都要比代理掠水

Arsene永遠都存在
2021-05-18 18:52:46
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).
Arsene永遠都存在
2021-05-18 18:55:10
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).
我唔識改名
2021-05-18 21:50:16
睇嚟又轉燈
