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
SOX 好似想跌咁
18/5
費城半導體指數 (SOX)
股價 2929.15 漲跌 ▼-25.48 漲幅 -0.86%
連登半導體指數 (LISI)
股價 955.05 漲跌 ▼-3.20 漲幅 -0.33%
費城半導體指數 (SOX)
股價 2929.15 漲跌 ▼-25.48 漲幅 -0.86%
連登半導體指數 (LISI)
股價 955.05 漲跌 ▼-3.20 漲幅 -0.33%
好似最近半導體跌嘅trend都幾明顯
ZF and Intel's (NASDAQ:INTC) Mobileye were chosen by Toyota (NYSE:TM) to develop advanced driver-assistance systems that will be used in multiple vehicle platforms starting within the next few years.
推吓先，大家短期睇升定睇跌
而家個sector跟返科技股走勢啦
要受壓一排，通脹情況明朗化就會升返
要受壓一排，通脹情況明朗化就會升返
未開市又跌幾%
SH
唉琴日入唔到soxs
對沖唔到
對沖唔到應該話好彩買唔到
日日都轉燈
(Reuters) -Chipmaker Intel Corp (NASDAQ:INTC)'s shareholders did not approve an executive compensation plan of its listed officers, according to a regulatory filing on Wednesday.
The decision, on a nonbinding advisory basis, was taken at the company's annual stockholder meeting on May 13. (https://
In a statement, Intel said it "has a long-standing commitment to pay-for-performance, which holds executive officers accountable for business results and rewards them for consistently strong corporate performance and the creation of stockholder value ... The board also finds it incredibly important to ensure that it has a meaningful dialogue with our investors throughout the year so it can get their feedback on important matters affecting Intel."
Intel shareholders also rejected a proposal for a report on median pay gaps across race and gender within the company.
In recent years, Intel has struggled with building new manufacturing technology, causing it to fall behind rivals Advanced Micro Devices (NASDAQ:AMD) Inc and Nvidia (NASDAQ:NVDA) Corp in the race to make smaller chips with a faster processing speed.
Patrick Gelsinger, who returned to Intel as CEO this year, in March announced plans to expand its advanced chip manufacturing capacity and spend as much as $20 billion to build two factories in Arizona and open its factories to outside customers.
The decision, on a nonbinding advisory basis, was taken at the company's annual stockholder meeting on May 13. (https://
In a statement, Intel said it "has a long-standing commitment to pay-for-performance, which holds executive officers accountable for business results and rewards them for consistently strong corporate performance and the creation of stockholder value ... The board also finds it incredibly important to ensure that it has a meaningful dialogue with our investors throughout the year so it can get their feedback on important matters affecting Intel."
Intel shareholders also rejected a proposal for a report on median pay gaps across race and gender within the company.
In recent years, Intel has struggled with building new manufacturing technology, causing it to fall behind rivals Advanced Micro Devices (NASDAQ:AMD) Inc and Nvidia (NASDAQ:NVDA) Corp in the race to make smaller chips with a faster processing speed.
Patrick Gelsinger, who returned to Intel as CEO this year, in March announced plans to expand its advanced chip manufacturing capacity and spend as much as $20 billion to build two factories in Arizona and open its factories to outside customers.
19/5
費城半導體指數 (SOX)
股價 2987.28 漲跌 ▲58.13 漲幅 +1.98%
連登半導體指數 (LISI)
股價 968.06 漲跌 ▲13.00 漲幅 +1.36%
費城半導體指數 (SOX)
股價 2987.28 漲跌 ▲58.13 漲幅 +1.98%
連登半導體指數 (LISI)
股價 968.06 漲跌 ▲13.00 漲幅 +1.36%
坐半年唔知升唔升得返
想知樓主點解睇好半導體行業，費半長線有冇機會跑贏納指？
Applied Materials (NASDAQ:AMAT): FQ2
Non-GAAP EPS of $1.63 beats by $0.12
GAAP EPS of $1.43 misses by $0.05.
Revenue of $5.58B (+40.9% Y/Y) beats by $180M.
Adjusted gross margin of 47.7% vs. consensus of 47%.
GAAP operating margin of 28.3 percent and non-GAAP operating margin of 31.7 percent, up 4.7 points and 7.0 points year over year
3Q21 Outlook:
Net sales to be ~$5.92B, plus or minus $200M vs. consensus of $5.52B
Non-GAAP adjusted diluted EPS is expected to be in the range of $1.70 to $1.82 vs. consensus of $1.55.
Non-GAAP EPS of $1.63 beats by $0.12
GAAP EPS of $1.43 misses by $0.05.
Revenue of $5.58B (+40.9% Y/Y) beats by $180M.
Adjusted gross margin of 47.7% vs. consensus of 47%.
GAAP operating margin of 28.3 percent and non-GAAP operating margin of 31.7 percent, up 4.7 points and 7.0 points year over year
3Q21 Outlook:
Net sales to be ~$5.92B, plus or minus $200M vs. consensus of $5.52B
Non-GAAP adjusted diluted EPS is expected to be in the range of $1.70 to $1.82 vs. consensus of $1.55.
雖然我唔係樓主 我想講吓我嘅想法
未來太多太多技術都需要sensor, transmission, AI, Cloud, network 每一個方面都需要用到大量晶片
唔好講呢啲 淨係用車 而家嘅車嘅晶片係以前嘅幾倍有多
所以半導體行業只會越做越有
但反而我認為值得注意嘅係會唔會製造晶片嘅方法會有新嘅突破 咁佢就會係下一隻爆升股
未來太多太多技術都需要sensor, transmission, AI, Cloud, network 每一個方面都需要用到大量晶片
唔好講呢啲 淨係用車 而家嘅車嘅晶片係以前嘅幾倍有多
所以半導體行業只會越做越有
但反而我認為值得注意嘅係會唔會製造晶片嘅方法會有新嘅突破 咁佢就會係下一隻爆升股
同意，係我嘅眼中半導體對成個經濟嘅重要性就好似喺100年前嘅鋼鐵，50年前嘅石油
20/5
費城半導體指數 (SOX)
股價 3066.11 漲跌 ▲78.84 漲幅 +2.64%
連登半導體指數 (LISI)
股價 989.24 漲跌 ▲21.19 漲幅 +2.19%
費城半導體指數 (SOX)
股價 3066.11 漲跌 ▲78.84 漲幅 +2.64%
連登半導體指數 (LISI)
股價 989.24 漲跌 ▲21.19 漲幅 +2.19%
所以我高位入咗我都諗住長渣五年左右先
睇吓到時有冇更加好嘅選擇
睇吓到時有冇更加好嘅選擇
DRAM 廠握談判優勢！舊世代品嚴重短缺、價格飆近倍
嚴重短缺、導致 DRAM「舊世代品」DDR3 價格飆漲、已較去年低點飆升近 1 倍，且目前持續由 DRAM 廠掌控價格談判優勢 .......
https://technews.tw/2021/05/20/dram-factory-has-the-advantage-of-negotiation/
嚴重短缺、導致 DRAM「舊世代品」DDR3 價格飆漲、已較去年低點飆升近 1 倍，且目前持續由 DRAM 廠掌控價格談判優勢 .......
https://technews.tw/2021/05/20/dram-factory-has-the-advantage-of-negotiation/
Nvidia拆股？！
yes
Skyworks剛剛完成咗個Silicon Lab嘅收購
佢哋有講自己點睇Semiconductors嘅use cases
你可以參考一下
佢哋有講自己點睇Semiconductors嘅use cases
你可以參考一下