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
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痴撚線聯發科升到
可透過MPF/ EWT 買佢
ON Semiconductor (NASDAQ: ON) Q1
Non-GAAP EPS of $0.35 beats by $0.01; GAAP EPS of $0.20 misses by $0.02.
Revenue of $1.48B (+15.6% Y/Y) beats by $20M.
Q1 adjusted gross margin was 35.2% versus the 35.2% estimate
唉又要跌
Non-GAAP EPS of $0.35 beats by $0.01; GAAP EPS of $0.20 misses by $0.02.
Revenue of $1.48B (+15.6% Y/Y) beats by $20M.
Q1 adjusted gross margin was 35.2% versus the 35.2% estimate
唉又要跌
Soxx上個月入左啲 依家就黎跌左廿蚊
又無底咁跌
soxx穿咗50MA
但仲未有fun sick c講下咩事
但仲未有fun sick c講下咩事
第二D就話驚! 半導體驚咩?
佢跌幾多, 實會升返有突
而家唔買就傻, 愈跌愈買!
一年後, 3年後, 5年後
納指會幾多點? SOXL會幾多蚊?
答我, 大聲D!!
佢跌幾多, 實會升返有突
而家唔買就傻, 愈跌愈買!
一年後, 3年後, 5年後
納指會幾多點? SOXL會幾多蚊?
答我, 大聲D!!
take a look at some asia ex japan equity funds..top 10 holdings in many of it...
look at the guidance and special dividend ... pretty crazy this year in deed
look at the guidance and special dividend ... pretty crazy this year in deed
yield rate up a lot so quite a bit of profit taking
concern on demand decrease post covid, inventory built up at customer level and double booking...
personally, I don't agree with any of those but here u go.
concern on demand decrease post covid, inventory built up at customer level and double booking...
personally, I don't agree with any of those but here u go.
一係大戶早半年知semiconductor shortage低買高賣再襯靚ER/新聞出貨
一係大戶想入semiconductor係咁做低個市逼傻散liquidate個倉
利：9 upper
一係大戶想入semiconductor係咁做低個市逼傻散liquidate個倉
利：9 upper
總之就走鬼喇
跌最少係佢咁滯
20張intc 8月call
佢有種就沽到8月
我全倉入intc
佢有種就沽到8月
我全倉入intc
點解唔買Option？ 
咁睇好intc?
Semiconductor shortage
受惠既係有fab果堆
Amd得個design
入intc合情合理
受惠既係有fab果堆
Amd得個design
入intc合情合理
咁股價的確係反映未來，唔係現狀