价值投资为王
04-17
阿斯麦一季度没什么毛病,管理层早就说了2024年是过渡年,也明确说了全年营收与2023持平,不知道市场为什么看到新增订单不及预期就暴跌?
只能说之前股价涨了太多,稍有风吹早动就容易暴跌吧?
一季报中还有个数据令人意外,就是中国贡献了49%的收入,这个比例比之前禁售先进光刻机前还要高。
真是牛大了,中国现在是阿斯麦、日本东京电子的超级大客户,贡献的比例都接近50%,不知道老美怎么让盟友坚定对华脱钩?
$阿斯麦(ASML)$
芯片股实现4连涨!AMD绩前能否上车?
芯片股指收涨2%,实现四连涨!其中超微电脑涨超4.3%,英伟达涨超3.7%,台积电涨约3%,AMD涨超1.3%,【$150的AMD能否抄底?大盘不稳,现在你会怎么操作呢?】
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
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