美股半導體集中討論區 III

兒登精英 2021-5-2 22:31:06 痴撚線聯發科升到

:^(

方陵仲 2021-5-3 00:20:07 可透過MPF/ EWT 買佢

Timo.Werner 2021-5-3 12:50:56 https://youtu.be/zXeKDG9tnF0

OS + ARM

:^(

Arsene永遠都存在 2021-5-3 20:11:35 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

:^(

Arsene永遠都存在 2021-5-3 20:20:00 原來60mins有講半導體

https://twitter.com/60Minutes/status/1389000077776244741?s=19

大膠膠 2021-5-3 20:57:16

:^(

微笑的董倫 2021-5-3 22:06:51 Soxx上個月入左啲依家就黎跌左廿蚊

:^(

18歲(升中) 2021-5-3 22:13:33 又無底咁跌

:^(

Neostigmine 2021-5-3 22:25:50

:^(

Arsene永遠都存在 2021-5-3 22:36:00 soxx穿咗50MA
但仲未有fun sick c講下咩事

:^(

高登老人 2021-5-3 23:44:30 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!!

:^(

Timo.Werner 2021-5-3 23:50:13 22$ for sure

Raptor 2021-5-3 23:56:11 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

Raptor 2021-5-3 23:59:11 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.

りき 2021-5-4 00:05:06 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

:^(

獌獸擂噸 2021-5-4 00:14:04 總之就走鬼喇

:^(

りき 2021-5-4 00:17:37 跌最少係佢咁滯

りき 2021-5-4 00:18:33 20張intc 8月call
佢有種就沽到8月
我全倉入intc

:^(

肺明奴 2021-5-4 00:19:01 此回覆已被刪除

獌獸擂噸 2021-5-4 00:20:21 點解唔買Option？

:^(

兒登精英 2021-5-4 00:20:50 咁睇好intc?

:^(

Arsene永遠都存在 2021-5-4 00:22:47 https://twitter.com/anandtech/status/1389248467885871104?s=19

りき 2021-5-4 00:23:24 Semiconductor shortage
受惠既係有fab果堆
Amd得個design
入intc合情合理

:^(

Arsene永遠都存在 2021-5-4 00:24:36 咁股價的確係反映未來，唔係現狀

:^(

肺明奴 2021-5-4 00:25:51 此回覆已被刪除