Boeyshi的个人主页 - 老虎社区

Boeyshi

Boeyshi

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2022-12-26

$Creatd Inc(CRTD)$

2022-12-21

$见知教育(JZ)$

2022-12-21

$见知教育(JZ)$

2022-12-07

$宏桥高科(PBTS)$

2022-12-06

$Creatd Inc(CRTD)$

2022-11-23

$PhaseBio Pharmaceuticals, Inc.(PHASQ)$

2022-11-09

$Benitec Biopharma Limited(BNTC)$

2022-09-02

$Shuttle Pharmaceuticals Inc(SHPH)$👍

2022-09-01

$Avaya Holdings Corp.(AVYA)$👍

2022-08-30

$Advanced Human Imaging Ltd(AHI)$[微笑]

2022-08-29

[微笑]

@胖虎哒哒:今年表现最牛的两支半导体股票，还值得入手吗？

2022-08-26

$远藤制药(ENDPQ)$👍

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/ON\">$安森美半导体(ON)$</a> 和<a href=\"https://laohu8.com/S/WOLF\">$Wolfspeed Inc.(WOLF)$</a> 都创新高了!拉长时间看，这安森半导体和Wolfspeed从今年低点持续反弹，截止昨日收盘价涨幅分别高达63%和98%，是今年费城半导体指数中表现最好的芯片股。Wolfspeed和安森美半导体为何如此强势？背后关键因素是什么？碳化硅龙头业绩超预期Wolfspeed是一家有35年历史的公司，直到去年10月还被称为Cree。它改变了公司名称和股票代码，因为现在它的大部分产品都以Wolfspeed品牌销售。它销售碳化硅材料，电源开关设备和射频芯片广泛的行业。Wolfspeed 通过生产由碳化硅和氮化镓材料制成的宽带隙 (WBG) 半导体，使其与业内同行脱颖而出。与使用更传统材料（如硅和砷化镓）生产的芯片相比，WBG 半导体可以在更高的电压、温度和频率下工作。这种能源效率使 WBG 芯片成为短长度 LED、激光器、5G 基站和军用雷达的理想选择。电动汽车制造商也使用碳化硅来生产电池和动力系统。Wolfspeed公布，2022财年第四财季收入同比增长56.7%至2.285亿美元，比预期高出2090万美元；经调整每股亏损2美分，而华尔街普遍预计每股亏损10美分。首席执行官Gregg Lowe表示，公司在莫霍克谷开设了全球首个全自动8英寸碳化硅晶圆厂，在提高盈利能力的同时，收入增长方面也取得了重大进展。第四财季Design-in营收达到创纪录的26亿美元，加上前两个季度各16亿美元，进一步证明了2026年收入继续上行的潜力，现","listText":"英伟达今天发了财报，印象最深的是老黄说未来汽车业务将成为英伟达下一个10亿美元级业务。扫了一眼费城半导体指数，发现成分股里面做汽车芯片上游的<a href=\"https://laohu8.com/S/ON\">$安森美半导体(ON)$</a> 和<a href=\"https://laohu8.com/S/WOLF\">$Wolfspeed Inc.(WOLF)$</a> 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