Rich Habits 对 $SOXX 的判断变化

频道资料 →本频道有 4 位标注的说话人:Andy Jassy、Deutsche Bank analyst、Wall Street、Wall Street favorites.com / 'We both'共 2 条
2026-09-24
《The Fed Hiked Rates — What Happens Next?》
SOXX 将出现疯狂上涨,随后回调,引发板块全面抛售并对个股半导体标的造成连带损失。

暂无中文转述,仅英文原句可核对。

SOXX is the semiconductor ETF created by iShares. It tracks the semiconductor index, very simple. You can see the meteoric rise that semiconductor stocks experienced in April, May, and June, peaking, I think, on June 19th or June 17th, roughly mid-June, is when I set this record.

The SOXX index has risen by 100 % since the beginning of the year." More importantly, I think what's going to happen is that the SOXX fund will experience a kind of insane rally, and as it pulls back, the semiconductor companies we know and love and hold in our portfolios , like Nvidia, Micron, and AMD— names I believe will continue to perform well in the long run—will be negatively impacted by what I would call... what else could I call it?

Collateral damage in a broader sell-off in the semiconductor sector , where the market will start saying, 'Wait a minute, we should n't have raised the price of every stock with ' semiconductor' in its name .'

2026-09-10
《Semiconductors: The Winners and Losers Are Separating》
SOXX 在经历回调后于 200 日移动均线附近走强;但若跌破该水平,说话者更倾向于买入个股半导体股票而非该 ETF 本身。

SOXX。这是半导体 ETF。这是半导体指数。如果你想的话可以把它调出来。不错。所以,这是半导体指数。这是什么?这是一只 ETF,由我认为大约 30 家左右,25 到 30 家规模最大、最赚钱、最令人兴奋的半导体公司组成。

the SOXX. This is the semiconductor ETF. This is the the semiconductor index here. You can kind of pull it up if it wants to go there. Nice. So, this is the semiconductor index.

What is this? This is an ETF that is made up of I think it's 30 or so 25 30 of the the largest, biggest, most profitable and exciting semiconductor companies.