美股半導體集中討論區 III

今年都幾勁，半年已經兩次-40%

soxl阿婆都識玩

2/6
費城半導體指數 (SOX)
股價 3196.98 漲跌 ▲22.66 漲幅 +0.71%
連登半導體指數 (LISI)
股價 1048.37 漲跌 ▲9.58 漲幅 +0.92%

3/6
費城半導體指數 (SOX)
股價 3139.19 漲跌 ▼-57.79 漲幅 -1.81%
連登半導體指數 (LISI)
股價 1034.09 漲跌 ▼-14.28 漲幅 -1.36%

今生不再賣Nvidia

依家高J nvda是否不智

4/6
費城半導體指數 (SOX)
股價 3214.14 漲跌 ▲74.95 漲幅 +2.39%
連登半導體指數 (LISI)
股價 1059.19 漲跌 ▲25.09 漲幅 +2.43%

我覺得係，而家都幾明顯有一堆trader同spaculator入咗場，take profit嘅機會唔細，呢一段升市個換手率咁大，同埋我唔覺得間公司可以承受到而家呢個valuation

仲未有咁快拆股 而家個價都咁 再升多一個星期真係唔知會點

The markets can remain irrational longer than you can remain solvent

但睇圖nvidia今次個升幅太誇張（對比上幾次個catalyst），我就冇膽/興趣高追

理論上如果Nvidia可以每年保持30%增幅，$700呢個股價可以話係些微高估咗
2023 30%增幅就肯定做到，2024我就唔知，但我認為可以維持20%

其實Nvidia可以話係growth company
科技股回調一定跟住跌唔少，到時候買都未遲

如果冇人掘crypto啲卡係咪仲可以賣咁貴先

啲炒價卡Nvidia冇份賺
對上3季打機卡盈利都係按季+10%左右

100-Day Review Outlines Steps to Strengthen Critical Supply Chains





https://www.whitehouse.gov/briefing-room/statements-releases/2021/06/08/fact-sheet-biden-harris-administration-announces-supply-chain-disruptions-task-force-to-address-short-term-supply-chain-discontinuities/

7/6
費城半導體指數 (SOX)
股價 3191.66 漲跌 ▼-22.48 漲幅 -0.70%
連登半導體指數 (LISI)
股價 1054.43 漲跌 ▼-4.76 漲幅 -0.45%

美光呢排又得罪邊個

Intel無得輸

8/6
費城半導體指數 (SOX)
股價 3171.22 漲跌▼-20.44 漲幅 -0.64%
連登半導體指數 (LISI)
股價 1040.21 漲跌 ▼-14.22 漲幅 -1.35%

9/6
費城半導體指數 (SOX)
股價 3158.48 漲跌 ▼-12.74 漲幅 -0.40%
連登半導體指數 (LISI)
股價 1036.70 漲跌 ▼-3.50 漲幅 -0.34%

TSMC eyes plans for first chip plant in Japan

the world's biggest contract chipmaker and a key supplier to Sony and other Japanese chipmakers -- is evaluating plans to build a plant in Kumamoto Prefecture, in western Japan, four people told Nikkei Asia. The facility would be near one of Sony's plants and help meet growing demand for image sensors, automotive microcontrollers and other chips, they said.

https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-eyes-plans-for-first-chip-plant-in-Japan

Intel (NASDAQ:INTC) is said to have offered to purchase SiFive for more than $2B.

RISC-V

呢單嘢幾有趣，除咗INTC之外有唔少公司都有興趣，暫時睇落都係要過反壟斷，但成功機會應該高過NVDA買ARM

10/6
費城半導體指數 (SOX)
股價 3196.21 漲跌 ▲37.73 漲幅 +1.19%
連登半導體指數 (LISI)
股價 1050.08 漲跌 ▲13.37 漲幅 +1.29%

RISC-V繼續係open source，唔似ARM咁

同埋呢間嘢本身係Intel IDM2.0 客嚟

Invesco出咗隻SOXQ，同SOXX一樣係追蹤SOX，但今年免管理費

之後管理費0.19%，平過SOXX喎