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三倍做多半导体ETF-Direxion Daily(SOXL)
盘后
50.43
-0.29
-0.57%
19:59 EDT
50.72
+0.44
+0.88%
行情数据延迟15分钟
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冬天的月亮
·
15:09
目前最能看到结果的是能源,芯片,和基础设施。其余的两层,看到接头需要的周期更长,谨慎行资金看前三层
目前最能看到结果的是能源,芯片,和基础设施。其余的两层,看到接头需要的周期更长,谨慎行资金看前三层
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春风不解夏季情
·
15:04
目前最能看到结果的是能源,芯片,和基础设施。其余的两层,看到接头需要的周期更长,谨慎行资金看前三层
目前最能看到结果的是能源,芯片,和基础设施。其余的两层,看到接头需要的周期更长,谨慎行资金看前三层
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小小虎AAA
·
12:56
目前最能看到结果的是能源,芯片,和基础设施。其余的两层,看到接头需要的周期更长,谨慎行资金看前三层
目前最能看到结果的是能源,芯片,和基础设施。其余的两层,看到接头需要的周期更长,谨慎行资金看前三层
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明日阳光888
·
12:49
目前最能看到结果的是能源,芯片,和基础设施。其余的两层,看到接头需要的周期更长,谨慎行资金看前三层
目前最能看到结果的是能源,芯片,和基础设施。其余的两层,看到接头需要的周期更长,谨慎行资金看前三层
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過路人
·
03-13 07:23
哗星期四
$恒生指数(HSI)$
已经大跌182点。夜期又大跌有无搞错呀。真系唔减持命都短几年。今次瓜得
$理想汽车(LI)$
今次算系咁啦。盘前出业绩。一出就下跌。不过唔算跌好多。业绩预左唔好。看其每月交付量其实都可以估到。但又估唔到盘中竟然倒升。所以我都话算系咁啦。大市唔好最后都要下跌。
$三倍做多半导体ETF-Direxion Daily(SOXL)$
惨啰一晚就跌咁啰。下个星期卖到25都好好价。我就冲了。
$阿里巴巴(BABA)$
卖put下星期110之上既期权都好好架。虽然有业绩公布。但我觉得未必会大跌。落120之下。我都可能会买返。所以我卖put115
$SOXL 20260320 25.0 PUT$
哗星期四$恒生指数(HSI)$ 已经大跌182点。夜期又大跌有无搞错呀。真系唔减持命都短几年。今次瓜得 $理想汽车(LI)$ 今次算系咁啦。盘前出业绩。一...
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雷递
·
08:42
傅里叶半导体获IPO备案:拟港交所上市
雷递网 乐天 3月14日 上海傅里叶半导体股份有限公司(简称:“傅里叶半导体”)日前获证监会IPO备案,拿到了上市的钥匙。 傅里叶半导体准备在港交所上市。 据介绍,傅里叶半导体成立于2016年,核心团队成员平均拥有国际头部半导体企业超过20年的从业经历。 傅里叶半导体是一家感知智能芯片提供商,产品涵盖汽车智能音频芯片、中大功率智能音频芯片、便携式智能音频芯片、触觉反馈芯片和电源芯片等,应用于车载电子、电视音响、手机平板、便携电脑、智能音箱等领域。 傅里叶半导体整合了数字、模拟电路以及智能音频算法,于2017年,2021年和2023年分别推出了ASIC DSP智能音频芯片,中大功率智能音频芯片和通过AEC-Q100认证的车规级智能音频芯片。 傅里叶半导体量产客户包括三星、小米、vivo、moto、荣耀等知名品牌。依托于成熟的供应链体系,及公司在音频方面的长期投入和积累,傅里叶半导体正打通信号链,往更深更广方向拓展感知智能芯片。 ——————————————— 雷递由媒体人雷建平创办,若转载请写明来源。
傅里叶半导体获IPO备案:拟港交所上市
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雷递
·
03-12 14:02
毫米波雷达CMOS芯片领域企业加特兰完成超10亿融资
雷递网 乐天 3月12日 毫米波雷达CMOS芯片领域企业加特兰微电子科技(上海)股份有限公司(简称“加特兰”)日前完成超10亿元E轮融资。本轮融资由国家级产业基金、地方政府基金、产业资本等多家知名机构参与投资。 据介绍,加特兰成立于2014年,是一家车规级毫米波雷达芯片企业,专注于为客户提供汽车电子领域涉及核心功能安全的CMOS毫米波雷达芯片及工业毫米波雷达芯片产品。 加特兰量产车规级CMOS 77GHz/79GHz毫米波雷达射频前端芯片与全球首个CMOS 77GHz/79GHz和60GHz毫米波雷达AiP SoC芯片,是目前国内极少数大规模前装量产上车的国产供应商。 ——————————————— 雷递由媒体人雷建平创办,若转载请写明来源。
毫米波雷达CMOS芯片领域企业加特兰完成超10亿融资
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刘毅飞
·
03-11 23:20
$三倍做多半导体ETF-Direxion Daily(SOXL)$
$三倍做多半导体ETF-Direxion Daily(SOXL)$
$三倍做多半导体ETF-Direxion Daily(SOXL)$ $三倍做多半导体ETF-Direxion Daily(SOXL)$
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产业链X光机
·
03-13 14:04
半导体一周跌6%,市场说油价杀死AI——这个逻辑从根上就是错的
SMH上周跌6.4%,创去年关税日以来最大周跌幅,相对软件股表现为2001年以来最差。布伦特破$100,恐慌指数滑入“极度恐慌”。市场的抛售逻辑是“油价→电力成本→AI capex缩减”。这个传导链从数据上就不成立:电力占数据中心TCO个位数百分比,$750亿级别的超大规模capex是合同锁定的,不是弹性可调的。 核心数据反驳 电力在数据中心运营成本中占15%-25%。在AI数据中心总拥有成本中(含GPU等硬件capex),电力占比降至个位数百分比。油价推高电力价格20%,对$750亿年度capex计划的影响不超过3%。 五大云厂商2026年capex指引合计$650-$750亿(CreditSights上修至$750亿),其中75%投向AI基础设施。这些数字在2月财报季已锁定:亚马逊$2000亿、谷歌$1750-$1850亿、Meta $1150-$1350亿。Oracle RPO $5530亿锁定至FY2028,博通供应链合同锁定至FY2028。 没有任何一家超大规模客户会因为布伦特从$70涨到$100就改变已签署的capex计划——GPU已经订了,数据中心已经在建,PPA已经签了。市场把“短期运营成本上升”和“capex计划缩减”混为一谈,这是本轮抛售最大的认知错误。 那真正的风险在哪? 不在电力成本,在融资成本。降息预期消失+10年期收益率升至4.26%。摩根士丹利预计2026年超大规模客户举债规模超$4000亿,利率每上行50bps,融资成本增量约$20亿/年。这才是二阶效应,但还没到改变capex方向的地步。 真正的尾部风险:Yardeni衰退概率上调至35%。如果经济走向衰退,企业端AI支出(非超大规模客户的长尾需求)才是真正面临缩减的部分。但超大规模客户的军备竞赛逻辑不变——“不建等于输”。 谁在被错杀 Oracle: 今日涨9%,IaaS +84%加速,$
半导体一周跌6%,市场说油价杀死AI——这个逻辑从根上就是错的
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Yangsirisme
·
03-10
$三倍做多半导体ETF-Direxion Daily(SOXL)$
什么45怎么可以成交的
$三倍做多半导体ETF-Direxion Daily(SOXL)$ 什么45怎么可以成交的
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Yangsirisme:
被止损了呢,昨天没注意有这么低
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三倍做多半导体ETF-Direxion Daily
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本基金三倍追踪半导体指数(PHLX Semiconductor Sector Index). 风险提示:标的成分和权重,有可能随着时间的迁移而发生变化。
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最高
53.96
今开
51.88
量比
0.78
最低
50.04
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50.28
换手率
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