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机器猫路过
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$TSLA 20250815 225.0 CALL$
机器猫路过
2021-07-30
这篇文章不错,转发给大家看
@格隆汇:半导体再爆发,为什么光刻胶引领市场涨幅?
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CALL$","images":[{"img":"https://static.tigerbbs.com/f44bb025986337734f5a7c1b81266746","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373417299612096","isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":808677765,"gmtCreate":1627580547057,"gmtModify":1627607389269,"author":{"id":"3578122970723102","authorId":"3578122970723102","name":"机器猫路过","avatar":"https://static.tigerbbs.com/a4bf4dc5e7d6dc306b803c68fe370345","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578122970723102","authorIdStr":"3578122970723102"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808677765","repostId":"808657313","repostType":1,"repost":{"id":808657313,"gmtCreate":1627576821632,"gmtModify":1732686347284,"author":{"id":"39105730803552","authorId":"39105730803552","name":"格隆汇","avatar":"https://static.tigerbbs.com/8774dfe20eceb38c9645128bb6e60684","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"39105730803552","authorIdStr":"39105730803552"},"themes":[],"title":"半导体再爆发,为什么光刻胶引领市场涨幅?","htmlText":"前两天市场调整,半导体行业的调整幅度较小,并且在今日整个半导体板块再次大涨,但本周以来半导体的上涨跟之前的性质不太一样,把时间从周一划分开。上周一之前,主要是公募这些机构主导市场,上涨的时候逻辑清晰,核心是今年开启了国产替代的元年,产业链上的设备和材料公司开始真正为中游晶圆厂供货,并且在今年开始将持续贡献利润。比如半导体的设备如北方华创、芯源微等在产品覆盖度、产能上都有优势的,设计则主要集中在跟汽车、AIoT相关的方向,如士兰微、斯达半导、立昂微、兆易创新、圣邦股份、中颖电子、北京君正、全志科技等,这些公司相较于半导体的其他公司来说都算是有更好的基本面支撑。而在上周之前,其他基本面稍弱的公司则没有表现得比上述这些公司强。但周一之后,这个局面发生了非常大的变化,上周五开始发酵的教培、互联网反垄断、地产等事件让资金(尤其是短线资金)从消费、医药、中概等板块撤出,周一开始进入中芯国际、华虹半导体这类在低位的半导体公司。我们在《市场锤爆互联网地产教育后,半导体为什么连续大涨》有提到,资金爆量进入中芯和华虹,意味着整个半导体板块的估值空间可能被打开,核心是有新的资金进入这个板块。除了整个估值空间被打开之外,由于这部分资金的来源主要以游资和散户为主,以短线的投机性质为主,喜欢择时,往往喜欢做低买高卖的操作,至于选股就显得没那么重要了。因此,这部分资金进入市场带来的结果是,在低位、更加吸引眼球的板块会更容易受到追捧,最典型的就是光刻胶,多大14只个股涨幅超过10%,市场情绪炸裂。我们就先来聊聊光刻胶这个细分领域的基本面情况。光刻胶分为PCB光刻胶、面板光刻胶和半导体光刻胶,我们平常在说半导体制造中需要配合配合光刻机使用的,是其中的半导体光刻胶,这三种主要的光刻胶分别占约1/4。就市场规模来看,集中光刻胶分别是22-24亿美元的市场规模,其中半导体光刻胶22亿美元的市场规模约占整个半导体材","listText":"前两天市场调整,半导体行业的调整幅度较小,并且在今日整个半导体板块再次大涨,但本周以来半导体的上涨跟之前的性质不太一样,把时间从周一划分开。上周一之前,主要是公募这些机构主导市场,上涨的时候逻辑清晰,核心是今年开启了国产替代的元年,产业链上的设备和材料公司开始真正为中游晶圆厂供货,并且在今年开始将持续贡献利润。比如半导体的设备如北方华创、芯源微等在产品覆盖度、产能上都有优势的,设计则主要集中在跟汽车、AIoT相关的方向,如士兰微、斯达半导、立昂微、兆易创新、圣邦股份、中颖电子、北京君正、全志科技等,这些公司相较于半导体的其他公司来说都算是有更好的基本面支撑。而在上周之前,其他基本面稍弱的公司则没有表现得比上述这些公司强。但周一之后,这个局面发生了非常大的变化,上周五开始发酵的教培、互联网反垄断、地产等事件让资金(尤其是短线资金)从消费、医药、中概等板块撤出,周一开始进入中芯国际、华虹半导体这类在低位的半导体公司。我们在《市场锤爆互联网地产教育后,半导体为什么连续大涨》有提到,资金爆量进入中芯和华虹,意味着整个半导体板块的估值空间可能被打开,核心是有新的资金进入这个板块。除了整个估值空间被打开之外,由于这部分资金的来源主要以游资和散户为主,以短线的投机性质为主,喜欢择时,往往喜欢做低买高卖的操作,至于选股就显得没那么重要了。因此,这部分资金进入市场带来的结果是,在低位、更加吸引眼球的板块会更容易受到追捧,最典型的就是光刻胶,多大14只个股涨幅超过10%,市场情绪炸裂。我们就先来聊聊光刻胶这个细分领域的基本面情况。光刻胶分为PCB光刻胶、面板光刻胶和半导体光刻胶,我们平常在说半导体制造中需要配合配合光刻机使用的,是其中的半导体光刻胶,这三种主要的光刻胶分别占约1/4。就市场规模来看,集中光刻胶分别是22-24亿美元的市场规模,其中半导体光刻胶22亿美元的市场规模约占整个半导体材","text":"前两天市场调整,半导体行业的调整幅度较小,并且在今日整个半导体板块再次大涨,但本周以来半导体的上涨跟之前的性质不太一样,把时间从周一划分开。上周一之前,主要是公募这些机构主导市场,上涨的时候逻辑清晰,核心是今年开启了国产替代的元年,产业链上的设备和材料公司开始真正为中游晶圆厂供货,并且在今年开始将持续贡献利润。比如半导体的设备如北方华创、芯源微等在产品覆盖度、产能上都有优势的,设计则主要集中在跟汽车、AIoT相关的方向,如士兰微、斯达半导、立昂微、兆易创新、圣邦股份、中颖电子、北京君正、全志科技等,这些公司相较于半导体的其他公司来说都算是有更好的基本面支撑。而在上周之前,其他基本面稍弱的公司则没有表现得比上述这些公司强。但周一之后,这个局面发生了非常大的变化,上周五开始发酵的教培、互联网反垄断、地产等事件让资金(尤其是短线资金)从消费、医药、中概等板块撤出,周一开始进入中芯国际、华虹半导体这类在低位的半导体公司。我们在《市场锤爆互联网地产教育后,半导体为什么连续大涨》有提到,资金爆量进入中芯和华虹,意味着整个半导体板块的估值空间可能被打开,核心是有新的资金进入这个板块。除了整个估值空间被打开之外,由于这部分资金的来源主要以游资和散户为主,以短线的投机性质为主,喜欢择时,往往喜欢做低买高卖的操作,至于选股就显得没那么重要了。因此,这部分资金进入市场带来的结果是,在低位、更加吸引眼球的板块会更容易受到追捧,最典型的就是光刻胶,多大14只个股涨幅超过10%,市场情绪炸裂。我们就先来聊聊光刻胶这个细分领域的基本面情况。光刻胶分为PCB光刻胶、面板光刻胶和半导体光刻胶,我们平常在说半导体制造中需要配合配合光刻机使用的,是其中的半导体光刻胶,这三种主要的光刻胶分别占约1/4。就市场规模来看,集中光刻胶分别是22-24亿美元的市场规模,其中半导体光刻胶22亿美元的市场规模约占整个半导体材","images":[{"img":"https://static.tigerbbs.com/b0da001a6f3e1f0860b5daa04d2206e8"},{"img":"https://static.tigerbbs.com/c51bf356bacbae6794b3e3339fc00c92"},{"img":"https://static.tigerbbs.com/d7ee9ebc965ea8c1be573952080009b8"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808657313","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}