PTT推薦

[標的] SOX 費半點點名:贏家與輸家

看板Stock標題[標的] SOX 費半點點名:贏家與輸家作者
Severine
(賽非茵)
時間推噓25 推:27 噓:2 →:18

1. 標的:SOX.US
2. 分類:討論
3. 分析/正文:

整理點數據.看看經歷了半年的衝浪.誰走在風口浪尖,誰又在海中沉潛

(上色只是標記大家比較熟悉的公司 沒特別意義)

本周表現 本月表現 年初至今 一年表現 三年表現
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% |


各大指數表現

本周表現 本月表現 年初至今 一年表現 三年表現
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%


代號對照表

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 (為了排版方便 以2000代稱)


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. 進退場機制:(非長期投資者,必須有停損機制。討論、心得類免填)


--

※ PTT 留言評論
※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 118.160.98.142 (臺灣)
PTT 網址

la8day 05/27 01:55推分享

Dimitre 05/27 01:55皮衣怪客大獲全勝

a000000000 05/27 01:56牙膏好苦 G叔沒有輸

Severine 05/27 01:56牙膏今年漲了7%!

a000000000 05/27 01:574說不囉康應該是avgo

那個憑著記憶打的 難怪覺得好像怪怪的 感謝XD

a000000000 05/27 01:57不囉康應該算很有名的公司惹

a000000000 05/27 01:57起碼念ee的大概從小聽到大

a000000000 05/27 01:58mtk的主要對手Q康也算大家都知道的惹

我知道很有名 高通也是 不過顏色太少了 就只把幾個上色了QQ

WYchuang 05/27 02:02MTK傳說要跟NVDA合作了

taruru 05/27 02:03原來SMCI沒進費半

WYchuang 05/27 02:03英特爾應該很難追回來 封裝 製程 都得搞定

w60904max 05/27 02:04皮衣刀客與他的快樂夥伴

stlinman 05/27 02:07英特爾的外星人不是江郎才盡?

可能因為51區的外星人都回家了 所以intc只能擠牙膏

※ 編輯: Severine (118.160.98.142 臺灣), 05/27/2023 02:16:47

a26893997 05/27 02:21整理推!!!!

stocktonty 05/27 02:22比特空還是大勝w

twerk 05/27 02:24G叔ㄘㄢˇ不忍睹

bj45566 05/27 02:32@WYchuang:MTK 發緊急聲明說對那傳聞不予置評了喔

bj45566 05/27 02:32

bj45566 05/27 02:33感謝整理

leon1757tw 05/27 02:36又是你 你最爛

NCCUexpert 05/27 02:37下周AVGO財報可以賭一下

phylen 05/27 02:39https://i.imgur.com/PHeSVVH.jpg

phylen 05/27 02:39reddit看到der

phylen 05/27 02:40https://i.imgur.com/Wumui8s.jpg

bj45566 05/27 02:48看圖笑死 XDDDDDDDD

aegis43210 05/27 02:49??博通有什麼利多嗎?

Severine 05/27 02:51圖好好笑XD

aegis43210 05/27 02:53還以為新合約已經發酵完了,而且才多數十億鎂營收

aegis43210 05/27 02:53難不成有未知的利多?

bj45566 05/27 02:54博通是 NIC & DPU 大廠啊

aegis43210 05/27 02:55好吧,又是想像力題材,感謝資訊

Severine 05/27 03:00這波跟2020很像 當時跟WFH扯得上邊的就漲漲漲到爆

bj45566 05/27 03:02博通本業就很賺了,smartNIC 只是將錦上添花

aegis43210 05/27 03:02如果蘇嬤、老黃、i皇、歐盟不反對,Vmware收購成功

aegis43210 05/27 03:02

minazukimaya05/27 03:39美光年初到現在居然有漲到47%...??

minazukimaya05/27 03:40應該都是這兩週趕進度 不然我手上的MU感覺都不漲QQ

aegis43210 05/27 04:05m大不是喊美光80元,要抱緊了

leoying 05/27 04:32博通就是伺服器交換器晶片的龍頭,等下週財報,不過

leoying 05/27 04:32已經噴了一大段了。

facio124 05/27 04:44整理推!!

Seikan 05/27 06:59樓上圖 美國鄉民真粗暴QwQ

jerrychuang 05/27 07:08AMD後勁十足阿

redbeanbread05/27 08:18牙膏笑死

Anyotw 05/27 08:214000變3000!哭

joygo 05/27 09:44我最近才抓avgo昨天就噴爆傻眼,上禮拜在研究

BarryDale 05/27 11:55謝謝整理