Positive (0)
No positive opinions in this period.
LRCX
Lam Research Corporation · TradingView
- Last close
- $320.59
- +127.4% since 2025-10-09
- Opinions
- 36
- Sentiment
- Buy 29Sell 7
Price & Opinions
- Positive
- Negative
- Mixed
USD · Avatars mark creator views: green ring positive, red negative, amber both
Opinions on non-trading days appear on the next trading session.
Opinion overview
2026-10-03 – 2026-10-09
Negative (0)
No negative opinions in this period.
从当前的价格来看，我认为它仍旧涉嫌高估。尽管增速比较快，但是呢，通常它实际上，呃，我认为它的前瞻批击在历史上也没有太高的时候啊。所以我认为它这个顺周期呢，比较的不错，但我并不认为它的增速可以一直高速维持。
$AMAT、$LRCX：三星、海力士、美光持续扩产，上游半导体设备有望迎来新一轮景气周期；$CRWD：网络安全是值得长期持有的赛道。
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.
