N********n 发帖数: 8363 | 1
Never saw such kind of mass dumping on QCOM b4, not even during Nasdaq
crash. Don't mess w/ it. |
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g*****u 发帖数: 14294 | 4 兔子不一定能告诉你是否可以抄底。但是兔子可以分析一点基本面。
我觉得QCOM跌主因是其netbook方案前景因为果果而被质疑。
其二,LTE方面统治力可能要丧失。
其三,MTK,拨通,詹逊这些也蚕食WCDMA市场(詹逊是TD市场)
其四,PE太高。其业务模式比较难迅速增大收入。没有收入快速增长,毛利高也是不够的。
兔子等高人见砖请抛玉。 |
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g*****u 发帖数: 14294 | 5 我看像是出货。QCOM跌成这个样子,肯定是出了大问题。
T这种高分红股,跟债券差不多,如果真股价低,买还来不及! 如果不是机构不看好后势,怎么会跌成这样? |
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s******f 发帖数: 3984 | 6 sigh, missed QCOM, an order yesterday wasn't filled |
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o******d 发帖数: 679 | 7 前几个星期买了一点qcom,今天早上涨挺高,现在开始下滑了
请问大家对后市看法怎么样? |
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T*********s 发帖数: 17839 | 8 i know you hold a lot QCOM :) |
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c****2 发帖数: 1076 | 9 its graph pretty good. I hold 2000 shares QCOM too |
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g*****u 发帖数: 14294 | 10 qcom运气比较背。看似over the hill了。 |
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A**T 发帖数: 362 | 11 QCOM怎么就搞不定APPLE? iphone里面到现在还没用他家的chips. |
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r******o 发帖数: 1530 | 12 作为QCOM的长期投资者,可以到蓝筹俱乐部看看相关讨论.
短期来说,建议观望一段时间,如果38不保,很有可能去试探前期的35,那个时候可以加一
点. |
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M*M 发帖数: 1993 | 15 smart phone的概念,固定的dividend,稳定的客户群,qcom这个价位很便宜? |
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l**********o 发帖数: 9952 | 16 曾经有好多qcom的靠我没有珍惜,如果再给我一个机会,我要hold你:
一百天! |
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H******k 发帖数: 690 | 18 What happend to QCOM? Anybody knows? |
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x******r 发帖数: 473 | 19 芯片好像受日本几个工厂停产影响挺大的。
QCOM还会跌多少呢? |
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v******s 发帖数: 144 | 20 QCOM 马上ER了,不想赌的话建议之后再上。最近一直在震荡 |
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d******g 发帖数: 198 | 21 qcom also beat!!!!!!!!!!!!!!!!!!!! |
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l*****s 发帖数: 603 | 22 新手入市,不知道该买点啥?QCOM行吗?
请大牛们建议,谢谢! |
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w*******r 发帖数: 1699 | 24 qcom多么淡定多么值得信任的股票阿. 你急啥? |
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v*****k 发帖数: 7798 | 25 这个周期还长得很。再说qcom的律师团最善于先养肥了再杀猪 |
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f*****d 发帖数: 754 | 26 2G到3G花了10年,3G到4G也不可能快,技术上LTE也没有完全脱离QCOM专利的范畴,应
该是少交一些,未必就是零吧。 |
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f*****d 发帖数: 754 | 27 顺便再请大牛们展开讨论一下mobile的前景。我的三个holdings,怕自己屁股决定脑袋,走死胡同。
AAPL 其实挺便宜的,就怕老乔挂
QCOM 见上
ARMH big potential?! |
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f*****d 发帖数: 754 | 28 nvda is really an interesting play. When the upside (mainly with tegra)
could be big, it does have a lot of issues like GPU going down (disappearing
totally?), tegra not becoming the one. QCOM, ARMH are just much safer plays
in mobile section. Your opinion? |
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b******r 发帖数: 16603 | 30 July 13, 2011
13:11 EDT QCOM theflyonthewall.com: Samsung to drop Qualcomm for Droid "
Charge", Bloomberg reports |
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m**e 发帖数: 371 | 31 did someone still hold QCOM? anyone think it will go up till 58-60 level? |
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M*****8 发帖数: 17722 | 32 There was QCOM short squeeze this morning, peaking at close to $57. |
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w******s 发帖数: 16209 | 33 did I miss anything? this post came out this morning, which is AFTER QCOM ER
beat and post ER runs over 57 after hour yesterday. |
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m**e 发帖数: 371 | 34 anyone hold QCOM now? how to handle this fucker?
sell or hold or load more? |
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s***n 发帖数: 442 | 35 解释解释呗,qcom不一直稳定在55+-3么,肿么个恶法? |
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m**e 发帖数: 371 | 36 braek out QCOM!! GREAT!! |
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m**e 发帖数: 371 | 37 braek out QCOM!! GREAT!! |
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m**e 发帖数: 371 | 38 Why qcom was turning around and heading to south? |
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L****n 发帖数: 12932 | 39 market in correction. unless you so sure they'll have a stellar earning.
looks to me a correction of QCOM is about to set in. |
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h***y 发帖数: 117 | 40 Q3 outlook is weak. Do not know why. But I still trust Qcom and will buy dip
. |
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k********8 发帖数: 7948 | 41 我就好奇的点进去看看,
靠,吓了我一跳!怎么最低都62了??!
大牛给指点一下吧,我手里的qcom该怎么办?捂了3个多月了,有点难以割舍! |
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c********a 发帖数: 6466 | 42 QCOM很郁闷, 被果果拖累了
其实它家客户又不是果果一家, HTC也是它家的, 而且HTC ONE刚出来全球卖很火 |
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m*****P 发帖数: 1331 | 44 ARMH 为什么跌
被qcom连带着 还是说有类似原因 |
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k**o 发帖数: 15334 | 46 INTC没赶上移动设备这班车,当然不行了。现在QCOM的芯片全面占领
移动设备市场。 |
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i*********n 发帖数: 5465 | 48 Qcom is good
★ 发自iPhone App: ChineseWeb 7.7 |
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p********o 发帖数: 8012 | 49 我觉得一半买qcom,一半买nvda比较保险。后者的ta比前者好很多呀。 |
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y*d 发帖数: 2226 | 50 显卡市场已经没有希望了。且不说3D游戏销量一般。就是买了3D游戏也不一定都要用独
立显卡。明年Intel新CPU的集成显卡,据说会有较大提升。以后独显就跟音响的电子管
放大器一样属于一个极小的发烧市场了
QCOM在无线行业还是经营得很不错的。
ARM CPU方面两家不相上下吧 |
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