昨日，韩国海关公布了_老虎社区_美港股上老虎 - 老虎社区

昨日，韩国海关公布了7月前20天的出口数据，经工作日天数差异调整后，出口额同比增长62.9%，创下同期新高。相比之下，去年7月头20天的增幅为49.7%。

半导体行业的景气度尚未结束，当下股价波动主要来自估值变化，还无需担心崩盘！ $韩国ETF-iShares MSCI(EWY)$ $Roundhill Memory ETF(DRAM)$ $南方两倍做多海力士(07709)$ $南方两倍做多三星电子(07747)$ $美光科技(MU)$ $闪迪(SNDK)$ $台积电(TSM)$ $英伟达(NVDA)$ $英特尔(INTC)$ $阿斯麦(ASML)$

英特尔盘中跌2.3%,盘后财报炸场后能反攻吗?

英特尔日内回落2.33%,但Q2财报意外亮眼——AI驱动的需求推动销售增速创十年新高,盘后一度跳涨。管理层称与AMD一样在代工与产品端"重获多年未有的议价筹码",被视为传统芯片龙头借AI周期翻身的信号。不过毛利修复与先进制程放量仍需验证。当市场愿意重新给英特尔讲成长故事,这轮反转能走多远?

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