美股半導體集中討論區 III

906 回覆
15 Like 2 Dislike
2021-05-25 08:20:30
24/5
費城半導體指數 (SOX)
股價 3122.98 漲跌 ▲56.87 漲幅 +1.85%
連登半導體指數 (LISI)
股價 1008.73 漲跌 ▲24.41 漲幅 +2.48%
2021-05-25 08:36:51
Asml or Amat better
2021-05-25 09:22:41
long term asml
short term amat
2021-05-25 09:29:25
2021-05-25 11:44:32
有無人分析到點解amd唔撚升
2021-05-25 12:22:34
Amat vs tsm 點睇
2021-05-25 14:43:44
咁撚貴
吹到一個double growth都係冇intc一成profit
2021-05-25 19:53:08
Qualcomm (NASDAQ:QCOM) has reportedly reached a six-year capacity commitment deal with UMC (NYSE:UMC) as the Taiwan foundry adds capacity in response to the global chip shortage.

DigiTimes sources say Qualcomm is among a group of eight UMC customers that are helping fund the capacity add through prepayments.
2021-05-25 19:57:11
升唔升係華爾街話事
2021-05-25 20:01:05
其實TSM本來可以係半導體缺貨到賺大錢

奈何Tsm又唔加價又唔拍賣產能

搞到業績都係慢慢上,並唔似其他代工廠咁靠周期賺大錢
2021-05-25 20:33:54
好似有拍賣
2021-05-25 20:38:27
果啲係aapl cancel釋出嘅產能

數量應該唔多
2021-05-25 22:47:16
amat 咩事獨升幾日咁勁
2021-05-25 22:48:09
tsm 最大戶係apple?
2021-05-25 22:56:00
2021-05-25 23:11:42
美光咩事
2021-05-25 23:29:50
屌你 美光咩事
係咁跌
2021-05-26 00:00:51
美光CEO:唔夠SSD controller
2021-05-26 00:28:37
Q3 revenue expected to be at or higher than guidance

應該係呢句嘢搞到直插
2021-05-26 10:31:16
25/5
費城半導體指數 (SOX)
股價 3134.67 漲跌 ▲11.69 漲幅 +0.37%
連登半導體指數 (LISI)
股價 1014.70 漲跌 ▲5.98 漲幅 +0.59%
2021-05-26 10:35:21
跌多d ok?
2021-05-27 04:26:44
Nvidia (NASDAQ:NVDA) Q1
Non-GAAP EPS $3.66 beats by $0.38
GAAP EPS $3.03 beats by $0.51

Revenue $5.66B (+83.8% Y/Y) beats by $250M
2021-05-27 04:36:41
可以升了
2021-05-27 04:37:45
通常出完都跌
重點係唔跌點買
2021-05-27 04:39:06
EPS超預期N倍都跌,大戶良心去咗邊
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