Morning Movers Gapping up $美光科技(MU.US)$Shares moved 2.3% higher after an upgrade from Morgan Stanley to equal weight from underweight. The bank cited underestimating the economic and narrative elements of artificial intelligence memory. Micron has seen a nearly 47% increase so far this year. $英伟达(NVDA.US)$The chipmaking stock increased by 1.4% as it prepares for its highly anticipated quarterly earnings. Severa...
泰瑞达股票讨论
摩根士丹利则强调看好高频宽记忆体的产业发展,不但将美光调高评等,更是把目标价大幅拉高超过三成,激励美光盘中大涨逾4%!经过了四月份的一波修正之后,美光涨了回来而且再创历史新高📈
半导体测试设备供应商 $泰瑞达(TER.US)$ 由于2015 年收购丹麦机器人手臂制造商Universal Robots,让它拥有AI机器人发展的题材!从四月底以来就一路涨不停,昨晚再度大涨逾5.7%创下今年新高,并持续朝著2022年1月的历史高点挺进!
半导体与科技股强势上涨,带动 $纳斯达克(NASDAQ.US)$ 那斯达克指数再创历史新高!费城半导体指数更是大涨逾2%,持续朝著前波历史高点来挺进!ADR的部分,日月光大涨逾3%居冠,联电则是大涨逾2.8%逼近今年高点位置👏
Gapping up
$美光科技(MU.US)$ Shares moved 2.3% higher after an upgrade from Morgan Stanley to equal weight from underweight. The bank cited underestimating the economic and narrative elements of artificial intelligence memory. Micron has seen a nearly 47% increase so far this year.
$英伟达(NVDA.US)$ The chipmaking stock increased by 1.4% as it prepares for its highly anticipated quarterly earnings. Severa...
设备供应商:
$阿斯麦(ASML.US)$: 领先者...
1970年上市,主要做自动测试系统业务,全球化市场,当前价格101.81。
5年来营收、营业利润和净利润都是前3年增长,近两年萎缩,利润已经低于5年前水平。
目前市盈率37.3,5年平均净利6.9亿对应市盈率为22.6,估值没有吸引力。
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