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First Trust Nasdaq Semiconductor ETF(FTXL)
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pdsdancer
·
05-21 14:28
骄成超声(688392)半导体封测领域黑马,500亿市值空间逐步打开!公司晶圆级别超声波扫描显微镜主要用于半导体封测环节,可以对半导体晶圆、2.5D/3D封装、面板级封装等产品缺陷进行无损检测。在半导体封测环节,核心超声波设备国产化率较低,进口设备如K&S、ASM、德国 PVA、美国Sonoscan 在超声波键合机、超声波扫描显微镜等领域占有较高市场份额。公司已经逐渐打破行业内外资竞争对手的垄断局面,市场份额呈逐渐上升的趋势,公司超声波固晶机(超声热压焊机)已获得客户正式订单。综合看,主业给100e,仅仅考虑SAM可以看到300e,考虑所有的半导体先进封装设备可以看到500e,其他业务同样有希望贡献增量市值。
骄成超声(688392)半导体封测领域黑马,500亿市值空间逐步打开!公司晶圆级别超声波扫描显微镜主要用于半导体封测环节,可以对半导体晶圆、2.5D/3D...
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MingPanda
·
05-19
美股从2000年至今,在每一轮熊市中,半导体/通信等板块各细分环节龙头公司的股价跌幅,包括半导体材料、半导体设备、CPU、GPU、封测、PCB、光模块、存储等各个细分环节的股价跌幅。 供参考,拿去不谢哈[开心]
美股从2000年至今,在每一轮熊市中,半导体/通信等板块各细分环节龙头公司的股价跌幅,包括半导体材料、半导体设备、CPU、GPU、封测、PCB、光模块、存...
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一路走来cd
·
05-19
是最后的疯狂吗?芯片,半导体赛道,目前看和其他板块明显划分为两个板块:半导体和其他… 这个可以维持?谨慎点
是最后的疯狂吗?芯片,半导体赛道,目前看和其他板块明显划分为两个板块:半导体和其他… 这个可以维持?谨慎点
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卡瓦 格博
·
05-20 12:49
盘中分析:金融恐慌,只有半导体还在抗
市场今日震荡回落,预计两市成交2.9万亿。行业上,半导体逆势走强,电池、化工等方向上涨,其他多方向调整,AI软件调整,电力大跌。 消息方面,昨日受美债飙升影响,美股科技股下挫,美债30年利率飙升到5.19%,上一次类似水平还是2007年金融危机爆发前夕,市场担心危机再现,情绪走弱。同时,通胀问题导致市场对美联储12月加息25基点的预期提升,年内加息概率一度飙升到80%。 回到市场,今日市场受海外情绪冲击,以及流动性收紧预期影响而回落,只有半导体这条主根骨顶住压力,底层看,当前半导体处于强烈升势当中,业绩也好,能带来资金的抱团取暖,其他方向,成为流动性收紧的“边角料”。应对来看,前高后低,先扬后抑,市场的扰动因素越来越多,越来越显性,控制仓位。展望后续,有两个应对思路。 第一,当前市场基于通胀和加息恐慌而波动,而预期这玩意儿,是会实时修正的,比如懂王再TACO,或有突发的中东局势预期改善,如果这类事件出现,市场可能修复,那时候是一个值得补仓的节点。 第二,市场不幸的从流动性紧张迈向流动性危机,短期出现巨大的价格波动(当前有大量杠杆资金),流动性可能被迫开放,这也是一个操作的节点。
盘中分析:金融恐慌,只有半导体还在抗
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带翅膀的老虎:
1929年,美国股市全民狂热。投资家巴鲁克在路边擦鞋时,擦鞋童主动跟他聊股票、荐股,说自己也在炒,赚了不少。巴鲁克意识到,连底层孩童都入市,说明市场已过热、泡沫将破。回家后他立刻清仓所有股票,不久美股崩盘,他成功躲过股灾。
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卡瓦 格博
·
05-20 19:07
收盘分析:拿着半导体是过节,拿着非半导体是过劫
1、市场今日震荡,反复拉锯,两市成交2.95万亿,超3700只个股待涨,行业上,半导体产业链延续强势,其他多方向调整,电力板块回落较多。 2、消息层面,①美债飙升带来全球股市的压力,大A走出了“卧市逆跌”的格局,大指数和多数领域我倒、下挫,但半导体走出逆势抗跌上涨的行情。逻辑我认为可以参考昨日的巨头上市,需要持续预热,短期支撑很强。 3、市场层面,今天市场两重天,半导体产业链,上至超级龙头,下至固态变压器等细分领域,全产业链过节。而离开这一领域,过节变过劫,上车如上刑。技术层面,有色今日低开高走,或许有资金尝试在连跌后做多博弈,电力板块放量重挫,或源于强势股密集澄清业绩,引发兑现情绪,带来了集体回落,如5天四版的电力股今日跌停。 4、预期展望:市场走出剪刀行情,强者恒强,弱者恒科,主要问题还是在流动性的压制,需要流动性出现改善才行,而流动性的卡口要么在情绪,比如居民存款搬家进程,要么在海外,看懂王如何处理美债波动,在改善之前,油门焊死的科技以及其沾亲带故的方向可继续持有和逢低配置,其他多看少动等改善信号吧。
收盘分析:拿着半导体是过节,拿着非半导体是过劫
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Zachary X
·
05-20 17:19
云英谷科技,显示驱动芯片公司,基石和绿鞋均有
云英谷科技基本情况 云英谷科技(03310) 发售价格:每股发售价20.81港币,每手200股,一手入场费4,203.98港币 市值:89.02亿港币 申购时间:5月18日至5月21日 股份上市日期:5月27日 发行数量:5,285.92万股(公开市场2.643万手,公开市场集资额1.10亿港币,发行比例12.36%) 一手金额:4,203.98港币 甲尾金额:4,203,973.76港币 乙头金额:6,305,960.65港币 IPO保荐人:中金公司、中信证券 绿鞋:有,稳定价格经办人为中国国际金融香港证券有限 公司基石:Digital Vista GD Investment LP、SpreadCom Limited,合计认购1,869.28万股,占发售股份约35.37% 云英谷科技是显示驱动芯片公司,主要做AMOLED显示驱动芯片,以及Micro-OLED显示背板/驱动,受益于国产替代、OLED渗透率提升、XR/AR等新型显示需求。行业空间不错,但半导体设计公司周期性、研发投入和客户验证门槛都很高。 公司亮点是细分地位较强,2024年在全球智能手机AMOLED显示驱动芯片市场排名第五、中国大陆供应商中居前; 财务方面,2023年至2025年收入由7.20亿元增至11.06亿元人民币,毛利率从0.4%提升至12.9%,改善明显,但仍处亏损,2025年亏损约2.30亿元人民币,研发开支高,经营现金流仍为负; 个人想法 1.中金中信保荐,基石占比35%(感觉是自家供应链的),有绿鞋,从整体结构来看应该还行,发行方保发行方面已经做好措施的。 2.按89.02亿港币市值和2025年收入测算,PS约7.0倍。同行中,韦尔股份、格科微、思特威等芯片设计公司通常用几十倍PE或约5-10倍PS区间观察,云英谷估值不算低。 3.公司细分地位较强,2024年在全球智能手机AMOLED显示驱动
云英谷科技,显示驱动芯片公司,基石和绿鞋均有
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真灼财经
·
05-15
美国政府批准辉达向中国约10家企业销售H200晶片,美国参议院确认沃什出任联准会主席
大市点评 特朗普会内容涵盖关税、AI与地缘政治等议题,美国政府批准辉达(NVDA)向中国约10家企业销售H200晶片,获准购买的公司包括阿里巴巴、腾讯、抖音和京东,但目前尚未有任何晶片出货。 美国参议院确认沃什(Warsh)出任联准会主席,以54比45票通过,但投票呈党派对立,仅有一名民主党参议员加入共和党支持。鲍威尔于周五卸任后,沃什将展开四年任期。 来源:凯基证券
美国政府批准辉达向中国约10家企业销售H200晶片,美国参议院确认沃什出任联准会主席
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吉林临江:
一个美联储主席上台能那么惊天动地啊?
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侃见财经
·
05-17
一年暴涨超5000%!存储芯片巨头闪迪,泡沫已至
硅基产业浪潮之下,传统碳基时代的估值规则正在逐渐失效。一年五十倍的估值定价,堪称资本市场对闪迪的极致追捧。今年四月,闪迪正式纳入纳斯达克100指数,同期一家软件即服务领域巨头却惨遭剔除,这一进一出,正是AI产业爆发、全球科技成长赛道风向切换的鲜明信号。
一年暴涨超5000%!存储芯片巨头闪迪,泡沫已至
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小虎周报
·
05-22 17:53
港股周报:恒指周跌1.37% AI硬件与半导体逆势走强
本周,恒生指数收于25606.03点,较上周下跌1.37%;恒生科技指数收于4869.57点,较上周下跌1.45%。两大指数周内延续震荡承压,周五在AI应用、半导体和联想集团绩后大涨带动下有所修复,但仍未完全扭转周内回撤。宏观层面,全球长债收益率上冲、伊朗局势反复扰动油价,继续影响港股风险偏好;结构上,资金更多围绕AI硬件、大模型、半导体等方向做阶段性切换。 全球长债收益率上冲,港股成长资产估值受到压制 本周全球市场的核心压力,仍然来自长端利率。美国30年期国债收益率在5月19日前后一度升至5.18%附近,创下2007年以来高位,10年期美债收益率也升至一年多来的高位。长债收益率上行,背后既有通胀预期反复,也有财政赤字、能源价格和地缘风险共同推升期限溢价的影响。对港股而言,这类外部变量主要通过估值端传导,科网、AI、创新药等久期较长的成长资产更容易受到压制,市场风险偏好也因此在周内出现明显波动。 伊朗局势反复摇摆,油价成为影响风险偏好的关键变量 中东局势是本周港股外部扰动的另一条主线。围绕美伊谈判、霍尔木兹海峡通行和原油供应的消息反复变化,推动油价在高位剧烈波动。5月21日前后,布伦特原油仍在每桶105美元附近运行,市场一方面关注谈判是否出现缓和信号,另一方面也担心供应扰动尚未完全解除。对港股来说,油价上涨首先会影响通胀预期和全球利率判断,其次会影响航运、航空、化工、石油等周期板块的相对表现。本周市场并不是单纯交易“冲突升级”或“冲突缓和”,而是在油价、通胀和风险偏好之间反复切换。 中国4月经济数据公布,结构修复仍在推进 国内方面,4月经济数据为市场提供了新的基本面参照。1—4月规模以上工业增加值同比增长5.6%,其中装备制造业和高技术制造业分别增长8.7%和12.6%;社会消费品零售总额同比增长1.9%,服务零售额同比增长5.6%;进出口总值同比增长14.9%,其中出口增
港股周报:恒指周跌1.37% AI硬件与半导体逆势走强
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20岁天才交易员 上学炒股
·
05-19
核心看点:Q1 财报亮眼,复苏正在路上 #英特尔、#INTC、#美股、#半导体、#芯片
刚刚过去的 2026 年第一季度,英特尔交出了一份不错的答卷:营收增长: Q1 营收达到 136 亿美元,同比增长 7%,这已经是连续第六个季度营收超出预期了。数据中心与 AI (DCAI) 发力: 这块业务营收大幅增长 22%!说明在 AI 服务器 CPU 这块,英特尔不仅没掉队,反而正在加速抢占市场份额。对于目前的英特尔,我的看法是:战略上的反转已经确认,但战术上需要等待更好的上车时机。对于已经持有的朋友: 恭喜你吃到了大肉!建议继续持有,观察 18A 制程的后续进展,也可以考虑逢高分批获利了结一部分。对于空仓观望的朋友: 现在的价格追高风险较大,建议耐心等待。可以设定价格提醒,如果在接下来的震荡中出现回调(比如跌破关键支撑位),再考虑分批建仓。不知道大家对英特尔接下来的走势怎么看?欢迎在评论区一起交流讨论
核心看点:Q1 财报亮眼,复苏正在路上 #英特尔、#INTC、#美股、#半导体、#芯片
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公司名称
First Trust Nasdaq Semiconductor ETF
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