美股半導體集中討論區 III

買廢柴的女孩 2021-7-1 02:46:57 有冇ching買SOXQ?

Arsene永遠都存在 2021-7-1 04:22:42 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.

Arsene永遠都存在 2021-7-1 04:24:23 遲啲開margin轉啲SOXX過去
慳少少管理費

Arsene永遠都存在 2021-7-1 04:33:57 原來美光$900mil賣咗Utah間做3D xpoint嘅fab俾Texas instruments

NVIDIA 2021-7-1 08:16:13 想入txn

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路易四四一十六 2021-7-1 09:26:13 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%

月色真美 2021-7-1 12:22:17 識貨升得慢但夠穩

NVIDIA 2021-7-1 21:24:45 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

:^(

Arsene永遠都存在 2021-7-1 21:38:09 美光今次真係冇啦

:^(

一開市-5%

Panzer_IV 2021-7-1 21:44:04 想知點解mu跌得咁勁

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Rodri_16 2021-7-1 21:46:36 依加入soxl會唔會太高位

:^(

Arsene永遠都存在 2021-7-1 21:58:22 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

Arsene永遠都存在 2021-7-1 21:59:50 今次係nvidia帶領先升咁多
拆完股通常會dup返幾個月

Arsene永遠都存在 2021-7-1 22:50:38 美光累街坊
啲equipment股

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Arsene永遠都存在 2021-7-1 23:32:45 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

りき 2021-7-2 00:52:22 主要係intc個weight太高
Btw而家啲莊興玩beat estimates後大手拋貨

Arsene永遠都存在 2021-7-2 00:55:25 基本上間間除咗上兩季嘅美光都係跌

英國大試管 2021-7-2 02:37:01 intc 比重相對冇幾個月之前咁重
主要係nvda qcom 都升左唔少

夜子若+ 2021-7-2 06:04:36 Soxx

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路易四四一十六 2021-7-2 19:40:57 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%

Arsene永遠都存在 2021-7-2 19:41:26 啲大戶玩嘢
丟美光同啲equipment股

Arsene永遠都存在 2021-7-2 19:41:58 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/

Ballack 2021-7-2 21:00:18 點解要益intel
講到明同你爭生意

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Arsene永遠都存在 2021-7-2 21:09:40 Intel本身都用好多台積電N7產能

Arsene永遠都存在 2021-7-3 00:14:29 FTC Charges Broadcom with Illegal Monopolization and Orders the Semiconductor Supplier to Cease its Anticompetitive Conduct

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