受益于行业需求与管理层素质，Wolfspeed具备上行潜力，但需要催化剂才能突破当前的技术阻力与压力。
逐段跳播
你说的是带O的Wolf，也就是Wolf Speed，不是带U的Terra Wolf，那也完全是另一个板块。我们说的是半导体，看Wolf Speed，我的意思是，它不是覆盖最充分的半导体公司，但它刚刚从战争部拿到一份有条件协议，这给它带来了不错的提振，但本周它开始退出半导体板块。她面临一些压力。那么你现在怎么看，Tim？
You have Wolf with an O, which is Wolf Speed, not Terra Wolf with a U, which is a completely different segment as well. We're talking about semiconductors, and looking at Wolf Speed, I mean, it's not the most well- covered semiconductor company, but it just got a conditional deal from the Department of War that gave it a good boost, but it started to pull out of semiconductors this week.
She is under some pressure. So how do you see it now, Tim?
是的，我不怪你，WULF。这是我春天时两次和你分享过的一个想法。我提到它可能是个错误，但WOL F，是的。如你所知，半导体板块显然不像过去那样繁荣，但我认为芯片、工厂及其他方面的需求非常高，这受到TeraFab和Elon Musk所做事情的启发。
我把这只股票视为一只很棒的股票，我很喜欢看它的图表。它的价格在春天大幅上涨，然后回落到年初的先前水平。因此，该股仍有上涨空间。
Yes, and I don't blame you for that, WULF. It was an idea I shared with you twice in the spring. I may have made a mistake in mentioning it, but WOL F, yes. As you know, the semiconductor sector is obviously not booming like it used to be, but I see the demand for chips, factories and other things as very high, inspired by TeraFab and what Elon Musk is doing.
I view this stock as a great stock, and I loved seeing its chart. Its price rose sharply in the spring, then fell back to its previous level at the beginning of the year. Therefore, the stock still has room to rise.
我很想看看KG在图表上会怎么表现，但在现阶段，如你所知，我不会把政治带入交易，但管理层在挑选赢家股票方面有良好的过往记录。看看过去一年左右你投资的公司，比如Intel和其他公司。
我的意思是，这些都是最大的赢家之一，也是最好的交易之一。所以，在现阶段，我喜欢这个板块，我在跟随管理层成功的过往记录。而如果他们愿意借钱给这些人，我想是15亿美元，那么我说：“好，让我们也利用这一趋势。”
I'm eager to see how KG will perform on the chart, but at this stage, as you know, I don't bring politics into trading, but management has a good track record of picking winning stocks.
Look at the companies you have invested in over the past year or so, such as Intel and others. I mean, these were among the biggest winners and best deals. So, at this stage, I like this sector, and I am following the management's track record of success.
And if they were willing to lend to these people , I think it was $1.5 billion, then I say, "Okay, let's take advantage of this trend as well."
是的，你说得对。国防部15亿美元的融资承诺。我的意思是，从趋势角度看，确实有可以作为假设的东西。但是，KJ，当我们看Wolfspeed的技术指标时，你看到了什么？因为它直到春末夏初都经历了大幅波动，但此后显得更加稳定。
Yes, you were right. A $1.5 billion funding commitment from the Department of Defense. I mean, looking at it from a trend perspective, there is definitely something that can be used as a hypothesis.
But , KJ, when we look at Wolfspeed's technical indicators, what do you see? Because it experienced significant movements until the end of spring and the beginning of summer, but it has appeared more stable since then .
它目前处于整理阶段。我的意思是，如果你看这只股票，你会发现它在去年这个时候并不受关注。交易区间大约在最低16美元到最高22美元之间。这个区间持续了大约八个月，之后我们看到向上突破。
那是一次非常强劲的突破，但不幸的是，在5月的市场顶部形成了一个头肩顶形态。我们再次目睹了这一形态的跌破，价格跌破了50日移动均线、20日移动均线，甚至200日移动均线。但自那以后，我们开始创出更高的低点，我们看到35美元附近的阻力位是市场迄今未能突破的关键区域。
这看起来更像是一段吸筹期。可以称之为看跌旗形形态，即我们看到从高点开始的主要下跌趋势，然后是一段盘整，之后可能下跌。但这里有一些积极方面。相对强弱指数（RSI）在更高的低点上创出更高的高点，表明价格动能积极。
MACD指标中，12日指数移动均线高于26日指数移动均线，且也高于零轴，这是一个积极信号。我们也位于20日和50日移动均线上方，200日移动均线则充当支撑区。我们注意到阻力位在36美元附近，然后价格跌至25美元附近。
该股目前处于震荡之中。我们需要更多积极消息来尝试推高它，而一旦获得动能，它就会强劲上涨。
It is currently in the assembly stage . I mean, if you look at this name, you'll find that it was out of the spotlight at this time last year . The trading range was between approximately $16 as a minimum and $22 as a maximum.
This range lasted for about eight months before we saw an upward breakout. It was a very strong breakout, but unfortunately, a head and shoulders pattern formed at the market peak in May.
We have once again witnessed a break in this pattern, with the price falling below the 50-day moving average , the 20-day moving average, and even the 200-day moving average. But since then, we have started to record higher lows, and we see the resistance level around $35 as a key area that the market has not been able to break through so far.
This seems more like a period of accumulation. It can be called a bearish flag pattern, where we see a major downward trend from the peaks, then a period of consolidation before a potential decline.
But here are some positive aspects. Higher highs on higher lows in the Relative Strength Index (RSI) indicate positive price momentum. The MACD indicator, where the 12-day exponential moving average is above the 26-day exponential moving average, and also above zero, is a positive indicator.
We are also above the 20-day and 50-day moving averages , with the 200-day moving average serving as a support zone. We note that the resistance level is around $36, then the price drops to around $25.
This stock is currently fluctuating. We need more positive news to try and push it higher, and when it gains momentum, it rises strongly.
嗯，Wolfspeed股票需要潜在的催化剂才能迎来下一波上涨。该股今天仍面临轻微压力。我们下跌了约0.4%，但看SMH指数，我们发现它在盘中同样下跌了大致相似的百分比。
Well, Wolfspeed stock needs a potential catalyst to see its next upward move. The stock is still under slight pressure today. We fell by approximately 0.4%, but looking at the SMH index, we find that it also fell by approximately a similar percentage during the session.
这个频道对 $WOLF 的历次判断
Schwab Network 在这只股票上共 2 条判断，这里只列相邻的几条。