KLAC

All these stocks hit new ALL TIME HIGHS at some point today Apple $AAPL AMD $AMD Taiwan Semiconductor $TSM Micron Technology $MU Marvell Technology $MRVL Lam Research $LRCX Rocket Lab $RKLB Astera Labs $ALAB FedEx $FDX Applied Materials $AMAT Sandisk $SNDK Delta Air Lines $DAL Dell Technologies $DELL Applied Digital $APLD Aramark Holdings $ARMK Ast Spacemobile $ASTS Ase Industrial $ASX Bank of Montreal $BMO Bank of Nova Scotia $BNS Borgwarner $BWA Cipher Digital $CIFR Canadian Imperial Bank $CM Core Scientific $CORZ Cirrus Logic $CRUS Datadog $DDOG Hyatt Hotels $H Hut 8 $HUT Intercontinental Hotels $IHG J.B. Hunt $JBHT KLA Corporation $KLAC Lattice Semiconductor $LSCC Marriott $MAR MDA Space $MDA MKS Instruments $MKSI Monster Beverage $MNST Madison Square Garden $MSGS MSC Industrial $MSM Macom Technology $MTSI Norfolk Southern $NSC Nucor $NUE NXP Semiconductors $NXPI Ross Stores $ROST Synnex $SNX Steel Dynamics $STLD State Street $STT Seagate Technology $STX Texas Instruments $TXN Viking Holdings $VIK Western Digital $WDC

$AMKR $AMAT $LRCX $KLAC 今天盘中都大涨； 昨天提到的标的，都不错， $AMKR 涨11%； 恭喜跟上的小伙伴们！ https://x.com/lordwilliamuk/status/2059387613602042311?s=46

All these stocks hit new ALL TIME HIGHS at some point today Apple $AAPL Micron Technology $MU AMD $AMD CrowdStrike $CRWD Marvell $MRVL Rocket Lab $RKLB Qualcomm $QCOM Dell Technologies $DELL Morgan Stanley $MS Sandisk $SNDK Goldman Sachs $GS Delta Air Lines $DAL Astera Labs $ALAB Applied Materials $AMAT Arm Holdings $ARM Arrow Electronics $ARW Bank of Montreal $BMO BNY Mellon $BNY Cadence $CDNS Core Scientific $CORZ Credo $CRDO Datadog $DDOG F5 Inc $FFIV Fortinet $FTNT Globalfoundries $GFS Hewlett Packard $HPE Hut 8 Corp $HUT J.B. Hunt $JBHT Jabil Circuit $JBL KLA Corporation $KLAC Lam Research $LRCX Lattice Semiconductor $LSCC Monolithic Power Systems $MPWR Madison Square Garden Sports $MSGS Nucor $NUE Navitas Semiconductor $NVTS NXP Semiconductors $NXPI ON Semiconductor $ON Planet Labs $PL Ross Stores $ROST Royal Bank of Canada $RY Silicon Motion Technology $SIMO Synnex $SNX Steel Dynamics $STLD State Street $STT Seagate $STX TD Bank $TD Texas Instruments $TXN United Microelectronics $UMC Western Digital $WDC

华为韬（τ）定律引发半导体新格局？利空什么，利好什么？ 利好侧： 1.先进封装需求大增；利好 $AMKR $ASX 2.3D堆叠设备需求爆发, 利好 $AMAT $LRCX $KLAC https://x.com/lordwilliamuk/status/2058933296881344914?s=46

Nanya Technology expects 2026 capex to “surge past” the NT$52 billion guidance provided earlier as it continues to develop new products and production technologies, media report, including (products) 16Gb DDR5 validation, LPDDR5 pilot production, (production) 1c, 1d, 1e process advancement. $MU $SSNLF $HXSCL $LRCX $KLAC #semiconductors #semiconductor

美国股市投资分析评论和预测系列（之一千一百二十八） 股市中跑赢大盘的重要策略 - 之三 勇于抄底，善于抄底，继续跟进抄底！ 🙏 正确的判断 +正确的操作 = 丰富回报💪 鲍博士 March 29 - April /May ，2026 ============================ 做出正确投资的判断 ================== 1。我在一个半月之前预测伊朗战争很有可能在川普访问中国之前基本结束 2。我强调股市会在伊朗战争可能结束之前，提前几个星期到一个月就开始大规模上涨 看来我得上述判断还是完全正确的。👍 🙏 采取正确投资策略和操作 ====================== 正如我一只强调的，做出正确的判断只是第一步，做出正确的股票投资操作才是最重要的，这是一个有经验的投资人能够大规模跑赢大盘，并在关键时刻大规模盈利的最重要的因素。🤝 👍 1。我在三月中下旬市场大规模下跌，投资人极度恐慌的时候， 提倡大规模逢低抄底。 2。我一直提倡抄底要选择确定性最高，质量最好的的半导体行业 A。Memory Stocks - 人工智能造成的资源最缺乏的存储板块的标的 such as SNDK, SNXX, MU, MULL, WDC, STX, DRAM, EWY, etc. B。 Optical connectivity - 人工智能最需要的前沿光电板块 LITE, COHR, ADTN, GLW, CIEN, MRVL, AXTI, VIAV，POET, AAOI, ANET, MTSI, etc C。 Semi equipments - 最需要的半导体设备板块 AMAT, LRCX, KLAC, ASML, etc. D。 Semi Leaders : AMD, AMDL, INTC, AVGO, NVDA, NVDL, TSM, MRVL, etc. E。Semi ETFs SOXL, SOXX, SMH 3。这些股票在过去的一两个月里面都有非常大的增长，很多达到30%到300%的增长。👍 👌 4。采用我一直提倡的空手套白狼的策略而购买的短期和中期的看涨期权。 A。 它们的涨幅更加巨大， 经常达到5倍，10倍，15倍，20倍，25倍，甚至30倍的结果。🙏 💪 B。 这使我的总仓位在最近连续不断的创近年来的新高，达到YTD 65%以上的增长。🙏 🙌 5。 在过去一两个星期，我提出可以开始做空原油USO， BNO， 采用短期和中期看跌期权的做法. 我认为原油会从$110以上， 一支下跌到$70，甚至更低。 🙏 👌 原油开始大规模下跌 ================== 1。Oil prices were sharply lower on Wednesday, extending losses after Axios reported that the U.S. and Iran were closing in on an agreement to bring an end to the conflict. 2。Futures for international benchmark Brent crude for July delivery slid 5.4% to $103.88 per barrel as of 5:19 a.m. ET, while U.S. West Texas Intermediate futures lost 6.3% to $95.79 per barrel. 3。 Axios reported, citing U.S. officials, that the White House believes it is nearing a one-page memorandum of understanding to end the war and establish a framework for more detailed nuclear talks. ～～～～