華少~ wrote:
好險在265時已出...(恕刪)
沒錯 在180跟200元獲利了結的人很認同你的說法
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jiangbruce888 wrote:
換個角度想,這也是台灣的悲哀...(恕刪)
是不是悲哀，其實很多角度去解讀。
如果說今天“美國只靠一家蘋果”，那絕對是100%的悲劇。
可是“台灣靠台積電”卻不必然是悲劇。
為啥？
因為美國人口是我們十倍，土地是我們百倍，天然資源更不用說了台灣連石油都沒有。
如果美國這麼大的國家卻永遠只靠一家公司在當火車頭，那當然是個悲劇。
台灣呢？
要人口沒人口；要土地沒土地；要資源沒資源；要市場沒市場。
其他國家隨便一個州/一個省，都比我們台灣要大上好幾倍，我們就這麼丁點大，
卻出生了一個全世界不可缺少的台積電。這是悲劇嗎？
全世界沒有任何一個條件和台灣相當的小國，能夠生出一家像台積電這樣全世界不可缺少的公司。
新加坡的驕傲新航，確實是航空業的模範生，可是少了新航對這世界並沒有任何差別。
台積電獨自充當台灣火車頭，對台灣而言不是悲劇，而是一個奇蹟。
天生條件輸其他國家一大截，台灣該做的不是像美國那樣四處開花，而是該聚焦。
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Billy Duberstein, The Motley Fool
Billy Duberstein, The Motley Fool
Motley FoolAugust 4, 2019, 9:11 AM GMT+8
What happened
Shares of KLA (NASDAQ: KLAC) soared 15.3% in July, according to S&P Global Market Intelligence. This was all the more impressive since the strong July came on the back of a similar 14.7% surge in June.
KLA has dominant market share in the process diagnostic and control (PDC) market. PDC equipment is key to the highly complex process by which leading-edge semiconductors are made. As such, KLA shares tend to fluctuate with the overall semiconductor market. The chip market fell into a downturn late last year, though many chip and chip equipment stocks have risen in 2019 as investors look for signs of a cyclical bottom.
A worker in a white clean room full body suit holds a semiconductor chip up for inspection.
A worker in a white clean room full body suit holds a semiconductor chip up for inspection.
Image source: Getty Images.
So what
There wasn't much material news out of KLA during the quarter, but there were several events that boosted the prospects of the overall chip sector. First, in late June, a power failure at a factory co-owned by Toshiba Memory Corporation and Western Digital disrupted the supply of NAND flash chips, which had been in severe oversupply. Just a few days later, a conflict between Japan and South Korea arose, threatening key supplies of semiconductor materials and causing fear of further supply shocks.
These supply disruptions led some chipmakers to raise NAND prices in July, boosting prospects for this beleaguered section of the tech world.
KLA got yet another boost when its large customer Taiwan Semiconductor Manufacturing reported earnings, painting a more bullish demand picture for the second half of 2019 and announcing a boost to its capital expenditures.
Now what
Investors will get more color when KLA reports second-quarter earnings on Aug. 5. The consensus estimate is for $1.75 in EPS, which would mark a 17.75% decline from the prior year. Still, this quarter is projected to be the trough of the current downturn, so investors should watch for management's commentary to see if that is indeed the case.
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Billy Duberstein owns shares of KLA-Tencor, Taiwan Semiconductor Manufacturing, and Western Digital. His clients may own shares of the companies mentioned. The Motley Fool recommends Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy.
This article was originally published on Fool.com
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