100percent
評論了
$美國超微公司 (AMD.US)$ 這隻股票總是逃不過被懲罰的命運……老實說，真的需要一位新的、更有魄力的CEO了……之前有一段AMD贊助賽車活動的視頻，他們甚至問『她是誰』……真是太尷尬了……
1
9
100percent
參與了投票
$Lumentum (LITE.US)$作爲雲和AI網絡光學組件及系統的主要供應商，Lumentum將於8月11日盤後公佈第四財季業績。本季度的關鍵關注點在於，由AI驅動的光器件需求能否維持營收和利潤率在高位。
核心財務指標
– 市場對營收的共識預期爲9.9億美元, up 106%同比增長$9.6億，環比增長22%，高於此前指引的$9.6億–$10.1億。
– 非GAAP毛利率……
核心財務指標
– 市場對營收的共識預期爲9.9億美元, up 106%同比增長$9.6億，環比增長22%，高於此前指引的$9.6億–$10.1億。
– 非GAAP毛利率……
+2
29
11
15
100percent
參與了投票
AI硬件交易突然踩下剎車
進入週一，AI硬件板塊原本勢頭正盛。 $費城半導體指數 (.SOX.US)$ 曾飆升 9.3%，其中光網絡是AI基礎設施交易中最熱門的領域之一。但隨後行情急轉直下。
截至週一收盤， $半導體ETF-iShares (SOXX.US)$ 下跌了2.6%, $英偉達 (NVDA.US)$ 下跌 2.8%, $英特爾 (INTC.US)$ 損失了約 4%以及 $Roundhill Photonics & Optics ETF (LYTE.US)$ dr...
進入週一，AI硬件板塊原本勢頭正盛。 $費城半導體指數 (.SOX.US)$ 曾飆升 9.3%，其中光網絡是AI基礎設施交易中最熱門的領域之一。但隨後行情急轉直下。
截至週一收盤， $半導體ETF-iShares (SOXX.US)$ 下跌了2.6%, $英偉達 (NVDA.US)$ 下跌 2.8%, $英特爾 (INTC.US)$ 損失了約 4%以及 $Roundhill Photonics & Optics ETF (LYTE.US)$ dr...
+1
44
6
21
1
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![[loading]](data:image/svg+xml;base64,PHN2ZyB3aWR0aD0iMjYiIGhlaWdodD0iMjYiIHZpZXdCb3g9IjAgMCAyNiAyNiIgZmlsbD0ibm9uZSIgeG1sbnM9Imh0dHA6Ly93d3cudzMub3JnLzIwMDAvc3ZnIj4KPHBhdGggZmlsbC1ydWxlPSJldmVub2RkIiBjbGlwLXJ1bGU9ImV2ZW5vZGQiIGQ9Ik0xMi45OTk5IDAuMzI1NDM5QzYuMDQxMTEgMC4zMjU0MzkgMC4zOTk5MDIgNS45NjY2NSAwLjM5OTkwMiAxMi45MjU0QzAuMzk5OTAyIDE5Ljg4NDIgNi4wNDExMSAyNS41MjU0IDEyLjk5OTkgMjUuNTI1NFYyMi43MjU0QzcuNTg3NTEgMjIuNzI1NCAzLjE5OTkgMTguMzM3OCAzLjE5OTkgMTIuOTI1NEMzLjE5OTkgNy41MTMwNSA3LjU4NzUxIDMuMTI1NDQgMTIuOTk5OSAzLjEyNTQ0VjAuMzI1NDM5WiIgZmlsbD0idXJsKCNwYWludDBfbGluZWFyXzIyMDBfNDg2NikiLz4KPHBhdGggZmlsbC1ydWxlPSJldmVub2RkIiBjbGlwLXJ1bGU9ImV2ZW5vZGQiIGQ9Ik0xMyAyNS41MjU0QzE5Ljk1ODggMjUuNTI1NCAyNS42IDE5Ljg4NDIgMjUuNiAxMi45MjU0QzI1LjYgNS45NjY2NSAxOS45NTg4IDAuMzI1NDQgMTMgMC4zMjU0MzlWMy4xMjU0NEMxOC40MTI0IDMuMTI1NDQgMjIuOCA3LjUxMzA1IDIyLjggMTIuOTI1NEMyMi44IDE4LjMzNzggMTguNDEyNCAyMi43MjU0IDEzIDIyLjcyNTRWMjUuNTI1NFoiIGZpbGw9InVybCgjcGFpbnQxX2xpbmVhcl8yMjAwXzQ4NjYpIi8+CjxjaXJjbGUgY3g9IjEzLjAwMDEiIGN5PSIyNC4xMjUzIiByPSIxLjQiIGZpbGw9InVybCgjcGFpbnQyX2xpbmVhcl8yMjAwXzQ4NjYpIi8+CjxkZWZzPgo8bGluZWFyR3JhZGllbnQgaWQ9InBhaW50MF9saW5lYXJfMjIwMF80ODY2IiB4MT0iNy4zOTk5IiB5MT0iMjUuNTI1NCIgeDI9IjcuMzk5OSIgeTI9IjIuNDI1NDQiIGdyYWRpZW50VW5pdHM9InVzZXJTcGFjZU9uVXNlIj4KPHN0b3Agc3RvcC1jb2xvcj0iIzdBN0E3QSIgc3RvcC1vcGFjaXR5PSIwIi8+CjxzdG9wIG9mZnNldD0iMSIgc3RvcC1jb2xvcj0iIzdBN0E3QSIgc3RvcC1vcGFjaXR5PSIwLjUiLz4KPC9saW5lYXJHcmFkaWVudD4KPGxpbmVhckdyYWRpZW50IGlkPSJwYWludDFfbGluZWFyXzIyMDBfNDg2NiIgeDE9IjIwIiB5MT0iMjUuNTI1NCIgeDI9IjIwIiB5Mj0iMi40MjU0NCIgZ3JhZGllbnRVbml0cz0idXNlclNwYWNlT25Vc2UiPgo8c3RvcCBzdG9wLWNvbG9yPSIjN0E3QTdBIi8+CjxzdG9wIG9mZnNldD0iMSIgc3RvcC1jb2xvcj0iIzdBN0E3QSIgc3RvcC1vcGFjaXR5PSIwLjUiLz4KPC9saW5lYXJHcmFkaWVudD4KPGxpbmVhckdyYWRpZW50IGlkPSJwYWludDJfbGluZWFyXzIyMDBfNDg2NiIgeDE9IjEzLjAwMDEiIHkxPSIyNC4xMjUzIiB4Mj0iMTQuNDAwMSIgeTI9IjI0LjEyNTMiIGdyYWRpZW50VW5pdHM9InVzZXJTcGFjZU9uVXNlIj4KPHN0b3Agc3RvcC1jb2xvcj0iIzdBN0E3QSIvPgo8c3RvcCBvZmZzZXQ9IjEiIHN0b3AtY29sb3I9IiM3QTdBN0EiIHN0b3Atb3BhY2l0eT0iMCIvPgo8L2xpbmVhckdyYWRpZW50Pgo8L2RlZnM+Cjwvc3ZnPgo=)
100percent : 左側，越跌越買。![[機智]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "機智")