板块轮动，轮到SEMI了

老灯

Qualcomm (QCOM) reported fiscal fourth-quarter earnings of $2.8 billion, or $2.45 a share, on sales of $9.34 billion, up from $6.5 billion a year ago. After adjusting for share-based compensation and other items, the chip maker reported earnings of $2.55 a share, up from $1.45 a share a year ago.

今天GS UPGRADED QCOM

Price Target Raised to $194.00/Share From $162.00 by Goldman Sachs

tcm328pan

老灯

dsp

sales of $9.34 billion, up from $6.5 billion a year ago

数据很亮眼

Cobra

SMH，今天是Exhaustion bar，最快明天开始回调。当然，这个回调多半会被买起。