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半导体设备制造
Semiconductor Equipment Manufacturing05/29/2026, 20:10 NY · 15 clusters · 196 tickers半导体设备制造
8 个成员置信度中
题材逻辑
特斯拉TeraFab及3D堆叠推动设备需求
催化事件
- 2026特斯拉TeraFab项目拉动工艺控制设备需求
聚合 KOL
- ★1Dan NystedtASML · KLAC · LRCX×8
- ·2StockMKTNewzKLAC · LRCX · AMAT · MKSI×7
- ·Lord William UKKLAC · LRCX · AMAT×6
- ·鲍博士ASML · KLAC · LRCX · AMAT×4
- ★1Cem KarsanSOX×4
- ★1Earnings WhispersZBRA · Q · AMAT×3
- ★1Dylan PatelASML×2
- ★1JukanASML×2
- ★1The Kobeissi LetterSOX×2
- ★1⚠Jim CramerAMAT×2
跨成员新闻
- Baron Technology ETF Q1 2026 Portfolio Activity
- Tech sector nears best two-month run since 2009; AMD & Micron top quant-rated S&P holdings
- Semis Race Past Analysts
- Semis Race Past Analysts
- S&P 500 hits new record high while VIX falls to a 4-month low on U.S.-Iran news
- Micron's Massive Gains: Why The Upside Isn't Over Yet
- Micron's Massive Gains: Why The Upside Isn't Over Yet
- Micron's meteoric rise leads memory, chip stocks up as AI spending knows no bounds
- Micron's meteoric rise leads memory, chip stocks up as AI spending knows no bounds
- Goldman Sachs sees funds fleeing software for semiconductors as tech trade evolves