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c******d 发帖数: 22 | 4
几个大的设备公司(Amtech Systems, Applied Materials, BTU International, and
Novellus Systems)可能要买它.. |
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s8 发帖数: 424 | 6 如果是近期占了他销售额的35%-40%, 我想应该是GCL, 刚扩了几个G的硅片产能。 韩
国的OCI要扩大硅料厂, 应该也定了不少合同, 不过是将来。 |
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j*****h 发帖数: 3292 | 7 以前LDK的多晶硅铸碇炉都是从美国最大的太阳能设备公司GT公司买的,在2005年之前
,美国还限制出口,现在LDK控股公司自制的多晶硅铸碇炉性能和成本上都已超过美国
GT公司了。现在LDK的首席技术执行官就是前GT公司的研发部经理,美籍江西人万博士
。(在LDK网页查证了,中科大的WSN) |
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m*****i 发帖数: 4342 | 9 New High after New High, while other solar are very flat. |
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g********4 发帖数: 4959 | 12 tomorrow should drop more for solr. But whether jaso follows or not is
another question. |
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j****9 发帖数: 2295 | 15 动作慢了几秒,就收盘了,盘后的价格可能是first in first come,我的价格明明比
成交价还高,就是没有被击中。 |
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j****9 发帖数: 2295 | 17 怀疑是optionshouse 问题,要打电话质疑一下。
10%以上我认为是疯涨 |
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j****9 发帖数: 2295 | 19 为什么这么倒霉。optionshouse太烂了。 |
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j****9 发帖数: 2295 | 21 optionshouse 服务太差了。后悔用这个,交易费是便宜。但系统和服务简直太太差!
!!!!!!!!!居然还要4点前给打电话问。
fuck。他们服务人员态度太差了。
损失很多在这上。 |
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P**H 发帖数: 2272 | 22 这些都这两年5块以下的
上周的收盘价:
SYMBOL 5/20/2011
UFS 102.81
LULU 96.29
LCAPA 87.50
DTG 80.90
HTWR 77.61
APKT 77.33
PPO 68.69
TPX 64.05
VRTS 55.41
VECO 54.79
TRW 54.59
DDS 53.26
ULTA 52.50
SHS 52.31
ROC 51.65
TCK 50.00
MSI 46.78
PAY 46.62
ROSE 46.14
GRA 45.11
RAX 43.08
VIV 42.20
KWR 41.31
GIII 41.04
TEN 40.10
DNDN 38.98
OXM 38.94
ACTG 38.72
YZC 38.46
IMAX 36.41
TPCG 35.64
OVTI 35.54
RDWR 35.45
APL 34.99
W... 阅读全帖 |
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l*******r 发帖数: 3799 | 24
这个一路跌下来都是gap down啊,不过fill gap是开玩笑
这个版块也有牛骨啊,比如SOLR ... |
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b******r 发帖数: 16603 | 26 SOLR上次的黑线怎么回事?好像还没有效突破那个点? |
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m*****i 发帖数: 4342 | 30 Solr is the equipment maker. When all these chinese manufacture wanted to
increase the capacity, of course, they will buy lots of equipment. |
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v*****k 发帖数: 7798 | 31 service/discretionary/Tech -》Tech/Energy-》Energy/material/financial/->
industry/conglomerates ->industry/transportation
疯牛如中概和IPO们(fio p lnkd)从头涨到尾。healthcare 被继续持有,跟着小涨。
钱从金银,TLT,utilities, staples流出,所以没他们什么事儿。
我发现的还有上涨空间的板块包括semi,煤炭,航空和卖衣服的(anf ltd等)。当然
还有万年loser 金融和地产。欢迎补充。
下周策略:
0. 做好hedge,及时取利
1. 关注落后板块以及各种垃圾小股
2. 等回调
3. 401K/IRA 准备上超级稳定大牛股 aapl nflx amzn cmg coh tif mcd infa tpx
scss ibm wfm lulu solr ...........
4. 没事不要做空,实在要空建议空金银及农产品。 |
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x*n 发帖数: 68 | 32 Gt Solar 是不错的公司法一群上海的朋友在那里上班 他们对公司的发展很满意 所以
我买了这家公司的股票 5月份吧台11+进的 后来者13+割了。现在是16.76 如果是长期
持有我觉得这家公司的股票不错 有兴趣的可以去看看sec filing 和他家的 ER ppt。
声明:我是青蛙。 |
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v*****k 发帖数: 7798 | 33 这个股票绝对牛。再调到10ma绝对要上。当然我也是青蛙,风险请自负 |
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m*****i 发帖数: 4342 | 34 Right now, I focus on LDK/YGE. LDK is highly leveraged. YGE has relative
higher P/E.
I almost DT JASO/LDK/YGE/SOL every day over the last two months, mainly in
the short side. It's been working very well:).
Notice, SOLR's order is still very strong. These stupid chinese solar
companies are still increase the capacity dramatically like no tomorrow.
I do notice the rate of solar panel price decline is moderate over last two
weeks. |
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v*****k 发帖数: 7798 | 38 这个砍补贴的问题IBD 和抢劫日报都提过,看样子不小 |
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v*****k 发帖数: 7798 | 41 太阳能就两个半能买,solr sprwa,fslr算半个 |
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m*****i 发帖数: 4342 | 42 中国太阳能拼命增加产能,人人都要当老大,我看,FSLR的日子也不好过。
Solr 在偷笑! |
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v*****k 发帖数: 7798 | 43 整体上中概太阳能产能过剩,狗咬狗很厉害。太阳能里就两个半可以买:solr spwra。
fslr算半个 |
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v*****k 发帖数: 7798 | 44 菜牛说说中概有能进的么?最强的还是solr吧? |
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n**x 发帖数: 606 | 45 Russell 2000:
AAON
AAT
AATI
AAWW
ABAX
ABBC
ABCB
ABCD
ABCO
ABD
ABFS
ABG
ABM
ABMD
ABVT
ACAT
ACC
ACCL
ACET
ACHN
ACIW
ACLS
ACO
ACOM
ACOR
ACPW
ACTG
ACTV
ACUR
ACW
ACXM
ADC
ADPI
ADTN
ADVS
AEA
AEC
AEGR
AEIS
AEL
AEPI
AF
AFAM
AFCE
AFFX
AFFY
AFP
AFSI
AGII
AGM
AGX
AGYS
AH
AHC
AHS
AHT
AI
AIMC
AIN
AINV
AIQ
AIR
AIRM
AIS
AIT
AKR
AKRX
ALC
ALCO
ALE
ALG
ALGN
ALGT
ALIM
ALJ
ALK
ALKS
ALNC
ALNY
ALOG
ALSK
ALTE
ALTH
ALX
AM
AMAG
AMCC
AMED
AMKR
AMN
AMPE
AMRC
AMRI
AMRS
AMSC
AMSF
AMSG
AMSWA
AMWD
ANAC
ANAD
ANDE
ANEN
ANGO
ANH... 阅读全帖 |
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d*****y 发帖数: 81 | 46 Huawei (USA) Santa Clara site is hiring multiple architects with background/
experiences in several out of the following items :
- Distributive storage/computing (Hadoop related experience preferred, but
not required)
- Data warehousing, indexing, and searching
- Analytics and data analysis
- Database
- Large scale web application development
- Web front-end and back-end
- Experiences with open source packages
- Good CS fundamentals
- Specific skills like: Linux, Java, MySQL, Hadoop, Solr/Lucene |
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y****r 发帖数: 211 | 47 Principal Engineer, Relevance Engine
Desired Skills & Experience
Qualifications:
- BS/MS in CS or Engineering discipline
- ~7-10+ years (or 10,000+ hours) developing software. You consider
yourself a master craftsperson
- Team player and willing leader ... you don't just wish things were better,
you make them better
Experience:
- Experience with Search ... Lucene/Solr
- Java design and development and service oriented architecture ... the
whole stack
- Building with quality is your way of life ... 阅读全帖 |
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c********t 发帖数: 4527 | 48 which range that you feel that you are comfortable and confident in getting
the job?
I think mine is 98k
JOB#1: Mid Level and Senior Engineer ($70k-$120k) Somerville/Davis Square
We are the world's leading music intelligence platform serving music data to
100 million music consumers a month via an API that supports hundreds of
queries a second to mobile devices, websites and applications. We are
looking for a senior engineer to help lead our team build the best music
intelligence products and gr... 阅读全帖 |
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w****k 发帖数: 6244 | 49 【 以下文字转载自 JobHunting 讨论区 】
发信人: wokick (kiss), 信区: JobHunting
标 题: 接着推荐人,南加,LAMP developer
发信站: BBS 未名空间站 (Sat May 25 00:27:52 2013, 美东)
地点:Irvine, CA.
公司:四大之一的advisory 部门,做基于互联网大数据的business intelligence。所
用技术设计scalable web, natural language processing, machine learning, data
visualization等方向。
文化:鼓励创造,个人责任,团队合作;工作时间灵活
招一个LAMP developer, 不知道LAMP是什么的估计不会通过面试的。
1、要求最少2-3年以上工作经验,如果下面技术精通,没有工作经验也可。
2、linux高级水平,在linux上开发经验丰富。
3、php+mysql,需要非常熟悉。
4、apache/nginx,安装部署熟悉,能在有手册或者网络帮助情况下,解决大部分问题。
5、html, j... 阅读全帖 |
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y****r 发帖数: 211 | 50 Principal Engineer, Relevance Engine
Desired Skills & Experience
Qualifications:
- BS/MS in CS or Engineering discipline
- ~7-10+ years (or 10,000+ hours) developing software. You consider
yourself a master craftsperson
- Team player and willing leader ... you don't just wish things were better,
you make them better
Experience:
- Experience with Search ... Lucene/Solr
- Java design and development and service oriented architecture ... the
whole stack
- Building with quality is your way of life ... 阅读全帖 |
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