CatMeow
評論了
$意法半導體 (STM.US)$ $威世科技 (VSH.US)$ 慶幸自己分別在59和68賣了這兩股，雖然沒在他們身上賺錢（錯過了止盈）但起碼沒虧太多。 $半導體ETF-iShares (SOXX.US)$ 都輪漲了一輪了都沒輪到它們，這波輪漲也差不多完了
3
1
CatMeow
評論並參與了投票
$美光科技 (MU.US)$ 這隻股票在2025年9月以115的價格賣出了嗎？還有人從去年一直持有到現在嗎？我只是好奇🤔
3
CatMeow
參與了投票
半導體設備板塊近期出現回調。此前，受益於AI計算和存儲芯片的強勁表現，設備類股票是今年表現最好的板塊之一。與其他AI相關板塊相比，設備類股票展現出更穩定的收入增長，且週期性弱於存儲芯片股。 $台積電 (TSM.US)$其近期對資本的上調……
+5
26
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CatMeow
表達了心情
5
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CatMeow : STM在75時被拋售，現在一路下跌、下跌、再下跌，目前波動相對穩定。或許可以在11月銷售數據公佈時，在底部再次入場。