美股半導體集中討論區 III

1001 回覆
16 Like 2 Dislike
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
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%
2021-05-14 23:52:21
今晚食左春藥
2021-05-15 00:02:06
ARKK 4%
SOXX 2%

輸大市
2021-05-15 00:03:28
Soxx同arkk堆妖股比
真係要講就拎soxl
2021-05-15 03:53:30
今日彈高加沽
2021-05-15 07:44:43
愈買愈多半導體 買到我驚
SNPS AVGO QCOM AMD NVDA
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%
2021-05-15 08:45:34
哇升咁多
2021-05-15 08:46:50
Amd都沽
2021-05-15 16:12:35
蝕住轉返 SOXL 算
2021-05-15 17:05:02
2021-05-17 21:53:17
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
2021-05-17 23:29:24
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%
2021-05-18 08:30:47
WDC升到咁
2021-05-18 08:39:04
啲HardDisk股升到無停
2021-05-18 08:41:06
HDD都可以攞嚟挖礦 cls
2021-05-18 08:41:35
係咪因為可以用harddisk挖礦
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
2021-05-18 08:55:39
買乜都要比代理掠水
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).
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).
2021-05-18 19:16:52
2021-05-18 21:50:16
睇嚟又轉燈
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