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← @qinbafrank

$ENTG

BULLISH2026-06-29
Price around the call
↑ 2026-06-29
By horizonMaturing · ~1 trading days to go
1d
✗ -8.0%
5d
✗ -22.7%
21d
…
Original post
qinbafrank · 2026-06-29

Hyperscaler超大云厂商的资本开支推动了GPU、内存、光互连、CPU、电等环节的全面爆发; 现在内存厂商(三星、海力士)、制造龙头台积电开始大举资本开支积极扩产自然也会推动半导体设备、材料、测试等产业链条进一步爆发。 半导体龙头都是各自产业链上的链主,他们要花钱自然是要花钱买更多的设备、更多的材料上来。 $AMAT $LRCX $KLAC $TER $AMKR $ENTG 然后半导体大部分半导体设备、材料产业链是在日韩台股里。 因为封锁和管制的缘故,中国未来势必要形成自己完整的半导体设备、材料、封装测试产业链。

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