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等也是一种策略如何等在哪里等
07-21 19:24

🔍 半导体股全景扫描：PEG估值分档揭示谁被低估、谁已透支未来增长

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PEG（市盈率相对盈利增速比率）是判断成长股是否被高估的关键指标——数值越低，说明股价相对其盈利增速越便宜，反之则可能透支了未来预期

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PEG < 1 通常代表被市场低估的增长空间

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PEG > 2 则开始踏入估值偏贵的危险区间

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以下按PEG从高到低完整梳理半导体板块核心标的：

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$LRCX ~2.3x

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$ALAB ~2.1x

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$INTC ~1.9x

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$ANET ~1.8x

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$ARM ~1.6x

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$KLAC ~1.3x

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$AMAT ~1.2x

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$ASML ~1.0x

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$TSM ~0.9x

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$AMD ~0.7x

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$NVDA ~0.7x

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$CRDO ~0.6x

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$COHR ~0.6x

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$LITE ~0.5x

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$AVGO ~0.5x

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$MRVL ~0.5x

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$AAOI ~0.4x

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$ON ~0.4x

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$SNDK ~0.2x

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$MU ~0.2x

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$SKHY ~0.1x

# 英特尔今晚盘后放榜，代工首获具名大客户，能否证明转型？

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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1 通常代表被市场低估的增长空间</p>\n<p>⠀</p>\n<p>PEG &gt; 2 则开始踏入估值偏贵的危险区间</p>\n<p>⠀</p>\n<p>以下按PEG从高到低完整梳理半导体板块核心标的：</p>\n<p>⠀</p>\n<p>$LRCX ~2.3x</p>\n<p>⠀</p>\n<p>$ALAB ~2.1x</p>\n<p>⠀</p>\n<p>$INTC ~1.9x</p>\n<p>⠀</p>\n<p>$ANET ~1.8x</p>\n<p>⠀</p>\n<p>$ARM ~1.6x</p>\n<p>⠀</p>\n<p>$KLAC ~1.3x</p>\n<p>⠀</p>\n<p>$AMAT ~1.2x</p>\n<p>⠀</p>\n<p>$ASML ~1.0x</p>\n<p>⠀</p>\n<p>$TSM ~0.9x</p>\n<p>⠀</p>\n<p>$AMD ~0.7x</p>\n<p>⠀</p>\n<p>$NVDA ~0.7x</p>\n<p>⠀</p>\n<p>$CRDO ~0.6x</p>\n<p>⠀</p>\n<p>$COHR ~0.6x</p>\n<p>⠀</p>\n<p>$LITE ~0.5x</p>\n<p>⠀</p>\n<p>$AVGO ~0.5x</p>\n<p>⠀</p>\n<p>$MRVL ~0.5x</p>\n<p>⠀</p>\n<p>$AAOI ~0.4x</p>\n<p>⠀</p>\n<p>$ON ~0.4x</p>\n<p>⠀</p>\n<p>$SNDK ~0.2x</p>\n<p>⠀</p>\n<p>$MU ~0.2x</p>\n<p>⠀</p>\n<p>$SKHY ~0.1x</p><img src=\"https://static.tigerbbs.com/f0098a80a1dcf20477e9392f7b2cb0b6\" tg-width=\"974\" tg-height=\"503\"></body></html>","text":"🔍 半导体股全景扫描：PEG估值分档揭示谁被低估、谁已透支未来增长 ⠀ PEG（市盈率相对盈利增速比率）是判断成长股是否被高估的关键指标——数值越低，说明股价相对其盈利增速越便宜，反之则可能透支了未来预期 ⠀ PEG < 1 通常代表被市场低估的增长空间 ⠀ PEG > 2 则开始踏入估值偏贵的危险区间 ⠀ 以下按PEG从高到低完整梳理半导体板块核心标的： ⠀ $LRCX ~2.3x ⠀ $ALAB ~2.1x ⠀ $INTC ~1.9x ⠀ $ANET ~1.8x ⠀ $ARM ~1.6x ⠀ $KLAC ~1.3x ⠀ $AMAT ~1.2x ⠀ $ASML ~1.0x ⠀ $TSM ~0.9x ⠀ $AMD ~0.7x ⠀ $NVDA ~0.7x ⠀ $CRDO ~0.6x ⠀ $COHR ~0.6x ⠀ $LITE ~0.5x ⠀ $AVGO ~0.5x ⠀ $MRVL ~0.5x ⠀ $AAOI ~0.4x ⠀ $ON ~0.4x ⠀ $SNDK ~0.2x ⠀ $MU ~0.2x ⠀ $SKHY ~0.1x","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/588192040162584","repostId":0,"isVote":1,"tweetType":1,"viewCount":75,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":520,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}