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 Post subject: Re: Tech
PostPosted: 9/16/17 20:03 
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Joined: 9/8/11 22:41
Posts: 4482
我不怀疑文中介绍的人的成就,但在米国封堵中国时代,有点成就媒体就吹引来更多的嫉恨。把半导体技术垄断打破,米国的优势又缩小很多。
http://bbs.wenxuecity.com/military/1479227.html


now wrote:
amd seems to be good now. I tried yesterday, 12.29, too high.

ONE wrote:
AMD卧薪尝胆十余年,终于在今年8月凭借全新架构Ryzen处理器,开展超越Intel。最新统计来看在德国桌面市场全面超过了Intel,这股旋风很可能将席卷全球


 
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 Post subject: Re: Tech
PostPosted: 9/16/17 22:04 
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Joined: 9/8/11 22:41
Posts: 4482
周末关注一下半导体板块。曾经是我很关注的板块,因为它代表了米国的竞争力和优势。但正视它是一种痛苦的体验。NVDA我买的时候15,不涨就放弃了. AMD 2多一点, AMAT 14,BRCM 30多后来跟AVGO合并,现在大约250, 我还记得那时媒体上有多少这个股票的负面消息,什么AAPL不用(或少用)它的芯片。LRCX, KNAC都做过。


now wrote:
我不怀疑文中介绍的人的成就,但在米国封堵中国时代,有点成就媒体就吹引来更多的嫉恨。把半导体技术垄断打破,米国的优势又缩小很多。
http://bbs.wenxuecity.com/military/1479227.html


now wrote:
amd seems to be good now. I tried yesterday, 12.29, too high.

ONE wrote:
AMD卧薪尝胆十余年,终于在今年8月凭借全新架构Ryzen处理器,开展超越Intel。最新统计来看在德国桌面市场全面超过了Intel,这股旋风很可能将席卷全球


 
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 Post subject: Re: Tech
PostPosted: 9/18/17 10:22 
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Joined: 9/8/11 22:41
Posts: 4482
这个板块彻底MISS了,当时买AMD还犹豫,因为上下的可能性差不多。还有一点以前的残留股和电子有点关系,ICHR, NVMI,CAVM。NVMI,CAVM都很少,因为不清楚怎么样,我买在几周前震荡的接近顶部,以为有MOMO现在都赚了. ICHR几个月前做了MOMO,,减一部分,HOLD一部分,后来再加一部分,总的来说,有效性不高,蓝瘦,香菇。


now wrote:
amd seems to be good now. I tried yesterday, 12.29, too high.

ONE wrote:
AMD卧薪尝胆十余年,终于在今年8月凭借全新架构Ryzen处理器,开展超越Intel。最新统计来看在德国桌面市场全面超过了Intel,这股旋风很可能将席卷全球


 
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 Post subject: Re: Tech
PostPosted: 9/18/17 10:28 
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Joined: 12/4/09 19:51
Posts: 3132
$SMH new high, $SOXL almost new high


 
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 Post subject: Re: Tech
PostPosted: 9/18/17 11:11 
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Joined: 9/8/11 22:41
Posts: 4482
以后机器美女,机器鸭子,自驾汽车,。。。, 都要有芯才能动啊。

Peter1688 wrote:
$SMH new high, $SOXL almost new high


 
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 Post subject: Re: Tech
PostPosted: 9/18/17 11:58 
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Joined: 9/8/11 22:41
Posts: 4482
CDNS,AMAT都不错。CDNS刚加入SPX指数,所以周5爆量。

now wrote:
以后机器美女,机器鸭子,自驾汽车,。。。, 都要有芯才能动啊。

Peter1688 wrote:
$SMH new high, $SOXL almost new high


 
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 Post subject: Re: Tech
PostPosted: 9/20/17 16:21 
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Joined: 9/8/11 22:41
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今天感到有些郁闷,因为加AMD之类的SEMI比较晚,而今天TECH很臭,心想为什么不像金融那样正好抄底。其实AMD倒是正好, 但整个SECTOR抓晚了。。

Tesla and AMD are working on an A.I. chip for self-driving cars, source says


now wrote:
以后机器美女,机器鸭子,自驾汽车,。。。, 都要有芯才能动啊。

Peter1688 wrote:
$SMH new high, $SOXL almost new high


 
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 Post subject: Re: Tech
PostPosted: 9/22/17 07:54 
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Joined: 9/8/11 22:41
Posts: 4482
How Electric Cars Can Create the Biggest Disruption Since iPhone
https://www.bloomberg.com/news/articles ... nce-iphone


 
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 Post subject: Re: Tech
PostPosted: 9/22/17 20:40 
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Joined: 9/8/11 22:41
Posts: 4482
电动车的电池股票有什么?

now wrote:
How Electric Cars Can Create the Biggest Disruption Since iPhone
https://www.bloomberg.com/news/articles ... nce-iphone


 
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 Post subject: Re: Tech
PostPosted: 9/22/17 22:21 
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Joined: 12/4/09 19:51
Posts: 3132
$LIT, $ALB
now wrote:
电动车的电池股票有什么?

now wrote:
How Electric Cars Can Create the Biggest Disruption Since iPhone
https://www.bloomberg.com/news/articles ... nce-iphone


 
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 Post subject: Re: Tech
PostPosted: 9/23/17 09:11 
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Joined: 9/8/11 22:41
Posts: 4482
谢谢。关注太晚,等下一波。智利锂矿股过去两个多月几乎翻倍。现在ENS可能还行。


Peter1688 wrote:
$LIT, $ALB
now wrote:
电动车的电池股票有什么?

now wrote:
How Electric Cars Can Create the Biggest Disruption Since iPhone
https://www.bloomberg.com/news/articles ... nce-iphone


 
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 Post subject: Re: Tech
PostPosted: 9/27/17 21:09 
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Joined: 9/8/11 22:41
Posts: 4482
大起大落,眼不见为净。半导体进去太晚。之后只好等待了。减NVMI没+回,错。逢低加ICHR,对。现在有INTC,AMD,ICHR,AMAT,CDNS,COHU,CAVM,CRUS。CRUS买得最差,好在不多。做TECH股很挑战,大起大落,一旦有MOMO,没有还不太敢追,因为太快了,所以在不算高的价位买了HOLD好。


 
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 Post subject: Re: Tech
PostPosted: 9/29/17 11:38 
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科技,感觉下季应该不错。


 
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 Post subject: Re: Tech
PostPosted: 9/29/17 12:20 
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INTC,几年才能等出来一个的毛毛,在你的手中绽放。


 
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 Post subject: Re: Tech
PostPosted: 10/2/17 10:03 
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毛毛来了。简直让你心里发毛,当初为什么震荡时去看它还做一点,可是没在震荡时看怎么能感受到毛毛来了?

now wrote:
INTC,几年才能等出来一个的毛毛,在你的手中绽放。

now wrote:
大起大落,眼不见为净。半导体进去太晚。之后只好等待了。减NVMI没+回,错。逢低加ICHR,对。现在有INTC,AMD,ICHR,AMAT,CDNS,COHU,CAVM,CRUS。CRUS买得最差,好在不多。做TECH股很挑战,大起大落,一旦有MOMO,没有还不太敢追,因为太快了,所以在不算高的价位买了HOLD好。


 
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