美股半導體集中討論區 III

有冇ching買SOXQ?

美光今次玩完啦

Non-GAAP EPS of $1.88 beats by $0.17
GAAP EPS of $1.52 misses by $0.06
Revenue of $7.42B (+36.4% Y/Y) beats by $160M.

遲啲開margin轉啲SOXX過去
慳少少管理費

原來美光$900mil賣咗Utah間做3D xpoint嘅fab俾Texas instruments

想入txn

30/6
費城半導體指數 (SOX)
股價 3345.30 漲跌 ▼-3.60 漲幅 -0.11%
連登半導體指數 (LISI)
股價 1106.48 漲跌 ▲4.33 漲幅 +0.39%

識貨 升得慢但夠穩

都係入啲煙條 壓咗咁耐都壓唔低 到開車果刻又係升唔停都似

美光今次真係冇啦
一開市-5%

依加入soxl會唔會太高位

財報太差

Non-GAAP EPS of $1.88 beats by $0.17
GAAP EPS of $1.52 misses by $0.06
Revenue of $7.42B beats by $160M

今次係nvidia帶領先升咁多
拆完股通常會dup返幾個月

美光累街坊
啲equipment股

我開始有啲驚會重複上季個劇本
一間公司出ER，因為唔夠好拖累成個行業
再不斷重複，跌足一個月

主要係intc個weight太高
Btw而家啲莊興玩beat estimates後大手拋貨

基本上間間除咗上兩季嘅美光都係跌

intc 比重相對冇幾個月之前咁重
主要係nvda qcom 都升左唔少

Soxx

1/7
費城半導體指數 (SOX)
股價 3295.10 漲跌 ▼-50.30 漲幅 -1.50%
連登半導體指數 (LISI)
股價 1090.65 漲跌 ▼-15.83 漲幅 -1.43%

啲大戶玩嘢
丟美光同啲equipment股

Apple and Intel are testing their chip designs with TSMC's 3-nanometer production technology, the report added, citing several sources briefed on the matter. Commercial output of such chips is expected to start in the second half of next year, Nikkei Asia said.

https://www.reuters.com/technology/apple-intel-become-first-adopt-tsmcs-latest-chip-tech-nikkei-2021-07-02/

點解要益intel
講到明同你爭生意

Intel本身都用好多台積電N7產能

FTC Charges Broadcom with Illegal Monopolization and Orders the Semiconductor Supplier to Cease its Anticompetitive Conduct