美股半導體集中討論區 III

Invesco之前好鬼on9
臨收市跟甩咗，第二日要開市價加返

仲有呢啲機會可以all in

韓股直線咁跌，睇到我都驚

以後又多一個工具對沖啲半導體

到左短線目標了

MS 未收夠貨 繼續

撈底未

Nvidia (NASDAQ:NVDA):

Q2 Non-GAAP EPS of $1.04 beats by $0.02;

GAAP EPS of $0.94 beats by $0.12.

Revenue of $6.51B (+68.2% YoY) beats by $170M.

Record Gaming revenue of $3.06 billion, up 85 percent YoY

Record Data Center revenue of $2.37 billion, up 35 percent YoY

老黃屈機到

Intc入貨

MU is G

Mu咩事變咗廢柴

份嘢未睇哂
但大約係話cycle 同埋未來幾個月都會收皮
而ddr5 短期內未必幫到手

今年有望收過百億

Inflection signposts – sell signals accumulate. We were prepared to become more constructive under the right conditions, but ultimately it is about inflections in the cycle and trajectory of earnings estimate revision breadth – the former approaching an earlier peak YoY pricing and latter approaching negative earnings risk that follows. Our belief is that: (i) the next cyclical downturn begins from 1Q22 and DRAM will stay fundamentally oversupplied in 2022, exacerbated by inventory builds; (ii) recent growth indicators have downticked, while demand held back by component supply; (iii) valuation is no longer compelling on the way down; and tactically buying on the dip no longer makes sense from a quant perspective – we expect better entry points in future.

2018同2021個trend其實inline with SK Hynix講法
冇所謂嘅2年嘅cycle，而係平穩demand 有spike咁解

我啲Samsung都仆咗街
個董事長出獄都救唔到 唉

1001後繼續討論

美股半導體集中討論區 IV
- 分享自 LIHKG 討論區
https://lih.kg/2667192

冇留意SK
但講咩？

就係我呢句
冇明顯2年性嘅cycle，只有平穩demand，但係有時spike下

呢間嘢forward PE 44
做咩的

我記得Jim Keller喺Intel其中一個task係改造條team
用返industry standard tools，我研究下先

同埋而家Fabless越嚟越多
似乎ok喎

嘩

不嬲係Intel 10nm enhanced superfin = 台積電7nm