作者Severine (赛非茵)
看板Stock
标题[标的] SOX 费半点点名:赢家与输家
时间Sat May 27 01:43:54 2023
1. 标的：SOX.US
2. 分类：讨论
3. 分析/正文：
整理点数据.看看经历了半年的冲浪.谁走在风口浪尖,谁又在海中沉潜
(上色只是标记大家比较熟悉的公司 没特别意义)
本周表现 本月表现 年初至今 一年表现 三年表现
MRVL 40.19% |
MRVL 64.98% |
NVDA 164.99% |
NVDA 105.87% |
NVDA 354.26%
NVDA 23.87% | ENTG 44.65% |
AMD 93.05% | LSCC 57.33% | LSCC 228.98%
MPWR 20.68% |
AMD 43.00% |
MRVL 72.06% | ALGM 54.32% | AVGO 173.26%
COHR 19.03% |
NVDA 42.24% | ENTG 61.96% | ON 40.79% | KLAC 157.03%
AMD 18.16% | AVGO 27.08% | LRCX 48.42% | AVGO 34.73% | MPWR 148.55%
AVGO 15.19% |
TSM 23.27% |
MU 47.44% | NOVT 31.52% |
AMAT 139.31%
WOLF 14.65% | ON 23.01% | MPWR 47.44% |
ASML 25.32% |
AMD 137.09%
TSM 11.41% |
AMAT 20.85% | AVGO 40.55% | KLAC 22.35% |
ASML 129.53%
ENTG 9.76% | LRCX 20.22% |
AMAT 38.60% |
AMD 22.28% | LRCX 125.93%
MU 8.10% |
MU 19.05% |
TSM 38.46% | LRCX 17.48% |
MRVL 107.59%
KLAC 7.23% | KLAC 18.10% | ON 38.02% | MPWR 14.37% |
TSM 99.34%
AMAT 6.32% | MPWR 16.22% |
ASML 33.81% |
AMAT 12.96% | ENTG 78.66%
LRCX 5.94% |
ASML 16.19% | ALGM 31.35% | IPGP 11.11% | NXPI 72.40%
TER 5.55% | TER 13.41% | LSCC 27.02% | TSM 9.99% | MCHP 60.14%
GFS 5.37% | NXPI 11.65% | NOVT 21.69% | MCHP 6.43% | NOVT 58.30%
ASML 5.35% | ALGM 10.88% | KLAC 20.48% |
MRVL 4.78% | ADI 53.01%
QRVO 4.09% | WOLF 9.74% | IPGP 20.30% | ADI 4.73% | TER 51.63%
TXN 3.03% | QRVO 9.52% | TER 17.33% |
MU 0.50% |
MU 49.02%
NXPI 2.86% | COHR 9.11% | SWKS 14.22% | GFS -0.12% | TXN 48.75%
SYNA 2.72% | MCHP 7.90% | NXPI 13.88% | TXN -1.52% | QCOM 37.08%
QCOM 2.67% | NOVT 6.86% | GFS 11.39% | SWKS -4.25% | SYNA 31.30%
SWKS 2.39% | TXN 6.04% | MCHP 10.28% | ENTG -5.87% | QRVO -6.39%
ON 2.04% | LSCC 3.90% | QRVO 9.15% | TER -6.32% | WOLF -9.78%
IPGP 1.41% | GFS 3.48% |
INTC 7.64% | NXPI -8.15% | SWKS -12.55%
ALGM 1.21% | IPGP 2.79% | ADI 6.97% | QRVO -11.82% | COHR -20.33%
MCHP -0.51% | SWKS 0.17% | TXN 6.08% | QCOM -22.23% | IPGP -26.24%
NOVT -0.62% | ADI -1.21% | COHR 4.07% | WOLF -33.52% |
INTC -55.24%
LSCC -1.15% | QCOM -4.59% | QCOM -1.14% |
INTC -36.14% |
INTC -4.94% |
INTC -4.72% | SYNA -11.44% | COHR -41.16% |
ADI -7.90% | SYNA -5.09% | WOLF -26.88% | SYNA -43.19% |
各大指数表现
本周表现 本月表现 年初至今 一年表现 三年表现
SOX 9.77% | SOX 19.55% | BTC 61.47% | SOX 12.88% | BTC 190.28%
IGV 3.50% | IGV 9.62% | SOX 38.88% | NDX 12.54% | SOX 90.36%
NDX 3.39% | NDX 8.45% | NDX 30.46% | IGV 11.03% | NDX 51.15%
IXIC 2.36% | IXIC 6.71% | IGV 26.57% | IXIC 6.81% | SPX 38.28%
SPX 0.15% | SPX 1.52% | IXIC 23.80% | SPX 0.97% | IXIC 37.66%
2000 -0.38% | 2000 0.70% | SPX 9.35% | DJI -0.54% | DJI 29.30%
BTC -0.67% | DJI -2.34% | 2000 0.09% | 2000 -6.01% | IGV 25.29%
DJI -1.17% | BTC -9.41% | DJI -0.34% | BTC -6.64% | 2000 23.40%
代号对照表
BTC Bitcoin
SOX PHLX Semiconductor
NDX Nasdaq 100
SPX S&P 500
IXIC Nasdaq
DJI Dow Jones
IGV iShares Expanded Tech-Software
2000 Russell 2000 Futures (为了排版方便 以2000代称)
ON ON Semiconductor
NVDA NVIDIA
LSCC Lattice
AVGO Broadcom
KLAC KLA Corp
MPWR Monolithic
AMAT Applied Materials
AMD AMD
ASML ASML ADR
LRCX Lam Research
MRVL Marvell
TSM Taiwan Semiconductor
ENTG Entegris
NXPI NXP
MCHP Microchip
NOVT Novanta
ADI Analog Devices
TER Teradyne
MU Micron
TXN Texas Instruments
QCOM Qualcomm
SYNA Synaptics
ALGM Allegro
GFS Globalfoundries
QRVO Qorvo Inc
WOLF Wolfspeed
SWKS Skyworks
COHR Coherent
IPGP IPG Photonics
INTC Intel
4. 进退场机制：
(非长期投资者，必须有停损机制。讨论、心得类免填)
--
※ 发信站: 批踢踢实业坊(ptt.cc), 来自: 118.160.98.142 (台湾)
※ 文章网址: https://webptt.com/cn.aspx?n=bbs/Stock/M.1685123036.A.183.html
1F：推 la8day : 推分享 05/27 01:55
2F：推 Dimitre : 皮衣怪客大获全胜 05/27 01:55
3F：嘘 a000000000 : 牙膏好苦 G叔没有输 05/27 01:56
4F：→ Severine : 牙膏今年涨了7%! 05/27 01:56
5F：→ a000000000 : 4说不罗康应该是avgo 05/27 01:57
那个凭着记忆打的 难怪觉得好像怪怪的 感谢XD
6F：→ a000000000 : 不罗康应该算很有名的公司惹 05/27 01:57
7F：→ a000000000 : 起码念ee的大概从小听到大 05/27 01:57
8F：→ a000000000 : mtk的主要对手Q康也算大家都知道的惹 05/27 01:58
我知道很有名 高通也是 不过颜色太少了 就只把几个上色了QQ
9F：→ WYchuang : MTK传说要跟NVDA合作了 05/27 02:02
10F：→ taruru : 原来SMCI没进费半 05/27 02:03
11F：→ WYchuang : 英特尔应该很难追回来 封装 制程 都得搞定 05/27 02:03
12F：推 w60904max : 皮衣刀客与他的快乐夥伴 05/27 02:04
13F：推 stlinman : 英特尔的外星人不是江郎才尽? 05/27 02:07
可能因为51区的外星人都回家了 所以intc只能挤牙膏
※ 编辑: Severine (118.160.98.142 台湾), 05/27/2023 02:16:47
14F：推 a26893997 : 整理推!!!! 05/27 02:21
15F：推 stocktonty : 比特空还是大胜w 05/27 02:22
16F：推 twerk : G叔ㄘㄢˇ不忍睹 05/27 02:24
17F：推 bj45566 : @WYchuang：MTK 发紧急声明说对那传闻不予置评了喔 05/27 02:32
18F：→ bj45566 : ！ 05/27 02:32
19F：→ bj45566 : 感谢整理 05/27 02:33
20F：推 leon1757tw : 又是你 你最烂 05/27 02:36
21F：推 NCCUexpert : 下周AVGO财报可以赌一下 05/27 02:37
23F：→ phylen : reddit看到der 05/27 02:39
25F：推 bj45566 : 看图笑死 XDDDDDDDD 05/27 02:48
26F：推 aegis43210 : ??博通有什麽利多吗? 05/27 02:49
27F：→ Severine : 图好好笑XD 05/27 02:51
28F：推 aegis43210 : 还以为新合约已经发酵完了，而且才多数十亿镁营收 05/27 02:53
29F：→ aegis43210 : 难不成有未知的利多? 05/27 02:53
30F：推 bj45566 : 博通是 NIC & DPU 大厂啊 05/27 02:54
31F：推 aegis43210 : 好吧，又是想像力题材，感谢资讯 05/27 02:55
32F：→ Severine : 这波跟2020很像 当时跟WFH扯得上边的就涨涨涨到爆 05/27 03:00
33F：推 bj45566 : 博通本业就很赚了，smartNIC 只是将锦上添花 05/27 03:02
34F：推 aegis43210 : 如果苏嬷、老黄、i皇、欧盟不反对，Vmware收购成功 05/27 03:02
35F：→ aegis43210 : … 05/27 03:02
36F：推 minazukimaya: 美光年初到现在居然有涨到47%...?? 05/27 03:39
37F：→ minazukimaya: 应该都是这两周赶进度 不然我手上的MU感觉都不涨QQ 05/27 03:40
38F：推 aegis43210 : m大不是喊美光80元，要抱紧了 05/27 04:05
39F：推 leoying : 博通就是伺服器交换器晶片的龙头，等下周财报，不过 05/27 04:32
40F：→ leoying : 已经喷了一大段了。 05/27 04:32
41F：推 facio124 : 整理推！！ 05/27 04:44
42F：推 Seikan : 楼上图 美国乡民真粗暴QwQ 05/27 06:59
43F：推 jerrychuang : AMD後劲十足阿 05/27 07:08
44F：推 redbeanbread: 牙膏笑死 05/27 08:18
45F：推 Anyotw : 4000变3000！哭 05/27 08:21
46F：推 joygo : 我最近才抓avgo昨天就喷爆傻眼，上礼拜在研究 05/27 09:44
47F：推 BarryDale : 谢谢整理 05/27 11:55