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半导体设备链
Semiconductor Equipment Chain05/29/2026, 14:11 NY · 16 clusters · 195 tickers半导体设备链
8 个成员置信度强
题材逻辑
先进封装及3D堆叠驱动设备需求
催化事件
- 2025-2026特斯拉TeraFab项目分阶段需求
- 2025华为3D堆叠技术推动设备订单
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
- ★1Earnings WhispersZBRA · Q · AMAT×3
- ★1Dylan PatelASML×2
- ★1JukanASML×2
- ★1The Kobeissi LetterSOX×2
- ★1Cem KarsanSOX×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