美股半導體集中討論區 III

路易四四一十六 2021-5-25 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%

夜子若+ 2021-5-25 08:36:51 Asml or Amat better

metal_bar 2021-5-25 09:22:41 此回覆已被刪除

夜子若+ 2021-5-25 09:29:25

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醉噯童童 2021-5-25 11:44:32 有無人分析到點解amd唔撚升

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夜子若+ 2021-5-25 12:22:34 Amat vs tsm 點睇

りき 2021-5-25 14:43:44 咁撚貴

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吹到一個double growth都係冇intc一成profit

Arsene永遠都存在 2021-5-25 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.

兒登精英 2021-5-25 19:57:11 升唔升係華爾街話事

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兒登精英 2021-5-25 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

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搞到業績都係慢慢上，並唔似其他代工廠咁靠周期賺大錢

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醉噯童童 2021-5-25 20:33:54 好似有拍賣

兒登精英 2021-5-25 20:38:27 果啲係aapl cancel釋出嘅產能

數量應該唔多

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夜子若+ 2021-5-25 22:47:16 amat 咩事獨升幾日咁勁

夜子若+ 2021-5-25 22:48:09 tsm 最大戶係apple?

兒登精英 2021-5-25 22:56:00 是

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Arsene永遠都存在 2021-5-25 23:11:42 美光咩事

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Arsene永遠都存在 2021-5-25 23:29:50 屌你美光咩事
係咁跌

Arsene永遠都存在 2021-5-26 00:00:51 美光CEO：唔夠SSD controller

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Arsene永遠都存在 2021-5-26 00:28:37 Q3 revenue expected to be at or higher than guidance

應該係呢句嘢搞到直插

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路易四四一十六 2021-5-26 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%

kaaa 2021-5-26 10:35:21 跌多d ok?

Arsene永遠都存在 2021-5-27 04:26:44 Nvidia (NASDAQ:NVDA) Q1
Non-GAAP EPS $3.66 beats by $0.38

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GAAP EPS $3.03 beats by $0.51

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Revenue $5.66B (+83.8% Y/Y) beats by $250M

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星野瑠美衣 2021-5-27 04:36:41 可以升了

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Arsene永遠都存在 2021-5-27 04:37:45 通常出完都跌
重點係唔跌點買

星野瑠美衣 2021-5-27 04:39:06 EPS超預期N倍都跌，大戶良心去咗邊

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