$LRCX

LRCX 的盈利、营收和指引都很强劲,需求良好,但指引未能达到极高的门槛,从而引发大幅抛售——当日下跌约8%,从350的高点回落约120美元至234,对该股而言是很大的波动。

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Verified Investing发布 2026-10-22 · 3 段内容
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3 段内容

LRCX 是一只芯片股,这次表现不好。再说清楚一点,他们的财报非常亮眼,营收也非常亮眼,但指引方面,门槛比我在这块屏幕上能给你展示的还要高,而他们的指引低于这个门槛。所以,尽管他们的指引真的很好、需求也真的很好,但如果好不到已经设定的门槛,股价就会遭到抛售。所以 LRCX 今天大幅下跌。

LRCX, which is a chip stock, this was not good. And again, to be clear, their earnings were spectacular, their revenue spectacular, but again, guidance, the bar was higher than I can even show you on this screen, and they came in below that.

And so even though their guidance was really good and the demand is really good, if it's not good enough to where the bar has been set, the stock is going to sell off. So LRCX big drop today.

这已经接近该股今天约8%的跌幅,对这只股票来说这是很大的波动。注意,它从350这个高点就已经开始被抛售了。现在到了234美元。所以自10月2日以来已经跌了120美元。基本上就是三周、三周半的时间。

I mean this is approaching about an 8 n% draw down on the stock today, which for this stock is a big move. Notice it was already selling from this peak at 350. Now it's at $234.

So $120 drop just since October 2nd. So basically three three and a half weeks.

现在的问题是,这里该在什么位置交易?这个位置我特别喜欢。如果 LRCX 跌到224,那里有一个巨大的缺口回补位。作为潜在的日内做多,那看起来非常棒。所以我今天会密切关注这个位置。

看看我们会不会跌到那个位置。再说一下,目前那大约比现价低10美元。那将是再下跌约4%。

Now the question is what's the level here to trade? This one I absolutely love. If LRCX falls into 224, there's a huge gap fill right there. That looks amazing as a potential day trade long.

So I'll be watching that level very closely today. We'll see if we fall down into that level. Again, currently that's about $10 lower uh than the current price. That would be another fall 4% or so to the downside.

跨洋听风