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由於季報超出分析師預期20%,昨天mu高開,收盤保住了缺口,漲4%。今天幾個semi的強勢股,mu,amat,intc等均被大幅殺跌,soxx 幾天來大幅上漲,今天回調一天,並沒有破壞技術指標。mu盤中最深跌幅超過2.2%,但目前缺口仍然被完全補回(見下圖)。TA指標指出,空頭仍然沒有占主導,現在就下結論mu已走熊還為時過早。 mu今年漲幅100%,原因並不是被炒起來,根本的原因是其堅實的FA(見下表)。mu下季的盈利預期超過分析師預期20%,mu已經連續五個季度超過分析師預期。堅實的FA是判斷mu未來走勢的唯一依據。 mu今天下跌的另一個可能的原因MM殺跌mu的股價是要殺本周到期大量call。本周到期的option 鏈,call的數量明顯大於put。 個人看法,不作投資依據。 xx 2017 12 19 季報後修訂 Earnings Estimate | Current Qtr. (Feb 2018) | Next Qtr. (May 2018) | Current Year (2018) | Next Year (2019) | No. of Analysts | 25 | 25 | 27 | 24 | Avg. Estimate | 2.52 | 2.39 | 9.66 | 8.55 | Low Estimate | 1.83 | 1.68 | 7.74 | 5.05 | High Estimate | 2.64 | 2.83 | 10.66 | 11.77 | Year Ago EPS | 0.9 | 1.62 | 4.96 | 9.66 | EPS Trend | Current Qtr. (Feb 2018) | Next Qtr. (May 2018) | Current Year (2018) | Next Year (2019) | Current Estimate | 2.52 | 2.39 | 9.66 | 8.55 | 7 Days Ago | 2 | 1.93 | 7.89 | 6.77 | 30 Days Ago | 1.96 | 1.89 | 7.72 | 6.83 | 60 Days Ago | 1.92 | 1.85 | 7.61 | 6.7 | 90 Days Ago | 1.6 | 1.55 | 6.46 | 5.38 | xx | MU | | 44.87 | | 44.88 | | 44.88 | | -0.87 | | -1.90 | | 2900X2000 | | 45.58 | | 44.35 | | 32,606,569 | | Thu Dec 21 2017 1:03:32 pm ET|![https://invest.ameritrade.com/amer/images/icn_refreshBlue.gif](file:///C:/Users/yanli/AppData/Local/Temp/msohtmlclip1/01/clip_image001.gif) | | MU Dec 22 2017 | 1 Days to Expiration (Weeklys) | | Expand Collapse | | Calls ![Calculator](file:///C:/Users/yanli/AppData/Local/Temp/msohtmlclip1/01/clip_image002.gif) | | Bid | | Ask | | Last | | Change | | Vol | | Op Int | | | 43.5 Call![https://invest.ameritrade.com/amer/images/optionchain/btn_QuoteMenu_Up.gif](file:///C:/Users/yanli/AppData/Local/Temp/msohtmlclip1/01/clip_image004.jpg) | | 1.36 | | 1.50 | | 1.43 | | -0.83 | | 674 | | 7,190 | | | 44.0 Call![https://invest.ameritrade.com/amer/images/optionchain/btn_QuoteMenu_Up.gif](file:///C:/Users/yanli/AppData/Local/Temp/msohtmlclip1/01/clip_image004.jpg) | | 0.94 | | 1.03 | | 0.97 | | -0.86 | | 4,524 | | 16,968 | | | 44.5 Call![https://invest.ameritrade.com/amer/images/optionchain/btn_QuoteMenu_Up.gif](file:///C:/Users/yanli/AppData/Local/Temp/msohtmlclip1/01/clip_image004.jpg) | | 0.57 | | 0.61 | | 0.60 | | -0.88 | | 2,302 | | 5,998 | | | 45.0 Call![https://invest.ameritrade.com/amer/images/optionchain/btn_QuoteMenu_Up.gif](file:///C:/Users/yanli/AppData/Local/Temp/msohtmlclip1/01/clip_image004.jpg) | | 0.31 | | 0.33 | | 0.32 | | -0.63 | | 13,422 | | 17,067 | | | 45.5 Call![https://invest.ameritrade.com/amer/images/optionchain/btn_QuoteMenu_Up.gif](file:///C:/Users/yanli/AppData/Local/Temp/msohtmlclip1/01/clip_image004.jpg) | | 0.13 | | 0.16 | | 0.13 | | -0.50 | | 4,128 | | 5,292 | | | 46.0 Call![https://invest.ameritrade.com/amer/images/optionchain/btn_QuoteMenu_Up.gif](file:///C:/Users/yanli/AppData/Local/Temp/msohtmlclip1/01/clip_image004.jpg) | | 0.06 | | 0.09 | | 0.07 | | -0.32 | | 5,443 | | 13,533 | | | Strike | 43.50 | 44.00 | 44.50 | 45.00 | 45.50 | 46.00 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | Strike | 43.50 | 44.00 | 44.50 | 45.00 | 45.50 | 46.00 | | | Color indicates options that are in-the-money Indicates non-standard option | | | xx ![](/upload/album/02/3f/48/b26f5cb22072uLwnhUBr.png)
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