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KLA Corporation · TradingView
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Opinions on non-trading days appear on the next trading session.
2026-10-04 – 2026-10-10
No positive opinions in this period.
No negative opinions in this period.
我不会止损,仓位均衡又已满仓加不了仓,所以我的选择是按照半导体大盘到的阻力位再走。
AMAT, LRCX, and KLAC still have strong technological moats in leading-edge equipment, and Samsung and SK Hynix can’t expand advanced nodes without them.
存储厂商被逼着砸钱扩产,赚到的暴利最终有相当一部分要以采购设备的形式吐给AMAT、LRCX和KLAC;用最上游设备的确定性来对冲不确定性。