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美股投資學-財女珍妮

EP387 半導體類股大跌才剛開始!ASML財報不佳?地緣政治風險升溫

18 Jul 2024

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✅ 美股財報分析 ✅ 👉 應用材料(AMAT):AI成長推動資本資出,半導體設備股價創新高,還能買? 🔗 https://reurl.cc/70g2a5 👉 安森美(ON):電動車市場將復甦帶動需求,碳化矽成長將成OnSemi股價最大動能 🔗 https://reurl.cc/bVvbq6 👉 ServiceNow(NOW):生成式AI帶動獲利成長,軟體股的「突破時刻」 🔗 https://reurl.cc/701445 👉 美光(MU):AI需求強勁,HBM加速成長 財報大跌成買進機會? 🔗 https://reurl.cc/qVWM5E 👉 Autodesk(ADSK):數位轉型加速,AI布局發酵。硬底子的軟體龍頭將重返成長? 🔗 https://reurl.cc/kOKGEr 👉 CrowdStrike(CRWD):即將加入S&P500指數 資安成長強勁,股價持續創高 🔗 https://reurl.cc/OMn3e3 👉 Palo Alto(PANW):成長趨緩只是暫時, AI、平台化策略帶來突破機會 🔗 https://reurl.cc/jWOMZZ 👉 Salesforce(CRM):AI不同調,軟體帶頭崩潰,雲端龍頭股價大跌後還能買嗎? 🔗 https://reurl.cc/va83OL 👉 高通(QCOM):擺脫手機依賴,營收多元化。AI PC加持股價創歷史新高! 🔗 https://reurl.cc/nNpKan 👉 AI PC趨勢大爆發,相關概念股如何挑選? 🔗 https://reurl.cc/r90eyE 👉Nvidia(NVDA):財報再次擊敗預期,但低基期已過。1:10股票分割成最大催化劑? 🔗 https://reurl.cc/NQYMan 👉Pure Storage(PSTG):儲存需求暴漲,節能也要靠它 今年大漲65%的AI概念股 🔗 https://reurl.cc/OM5477 👉Airbnb(ABNB):奧運、歐洲盃需求將暴衝,旅遊概念股拉回是買點? 🔗 https://reurl.cc/0v4pVl 👉 Palantir(PLTR):AI人工智慧熱潮尚未結束,市場低估成長潛力,股價挑戰前高? 🔗 https://reurl.cc/xaak7b 👉 Arm:指引保守,AI尚未顯見動能,股價大跌10%提供進場機會? 🔗 https://reurl.cc/Ke46Nq ✅ 美股新手開戶 ✅ 【新手必讀】美股開戶、匯款、美股基礎知識 🔗 https://reurl.cc/jD5WWZ ✅ 合作邀約 ✅ [email protected] -- Hosting provided by SoundOn

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