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Ntawv loj Cov khoom lag luam ntawm ob qho khoom siv thiab ASML tau poob ntau dua 40% xyoo no. Paul Morris/Bloomberg Nws yog ib xyoos txaus ntshai rau cov khoom siv chips. Tab sis raws li keeb kwm, cov nqi hauv kev lag luam tau nqis los txaus los muab txoj hauv kev txaus nyiam yuav khoom, raws li Txoj Kev Tshawb Fawb Tshiab.Hnub Friday, tus kws tshuaj ntsuam Pierre Ferragu tau tsa nws qhov kev ntaus nqi rau Cov Khoom Siv (ticker: AMAT) shares thiab ASML ( ASML ) Tshuag rau Outperform los ntawm Neutral, hais tias hauv qab yog nyob ze rau cov neeg tsim khoom ntawm semiconductor-manufacturing khoom. Nws tsim lub hom phiaj tus nqi ntawm $ 115 rau Cov Khoom Siv thiab € 770, sib npaug li ntawm $ 758 rau hnub Friday sawv ntxov, rau ASML.Nws tau sau tias "Peb nyob rau lub sijhawm uas peb xav tias muaj kev ntseeg siab pom zoo yuav cov sector," nws sau.Hauv kev ua lag luam thaum ntxov hnub Friday, cov khoom siv ntawm Cov Khoom Siv tau nce 2.7% rau $ 80.81, thaum ADRs rau ASML tau nce los ntawm 2.8% rau $ 449.35. Ob qho khoom lag luam tau poob ntau dua 40% xyoo no.Tus kws tshuaj ntsuam hais li cas Lam Tshawb Nrhiav (LCRX) tau ua rau Phab Ntsa Street txhawm rau ntsuas nws qhov kev cia siab ua ntej lub lim tiam no, kwv yees tias cov nyiaj tau los ntawm kev lag luam thoob ntiaj teb los ntawm cov khoom siv wafer-fabrication tuaj yeem poob ntau dua 20% xyoo tom ntej. Nws cia siab tias cov tuam txhab yuav txo lawv cov kev kwv yees nyiaj txiag ib zaug ntxiv, tab sis hais tias cov khoom lag luam tuaj yeem sib sau ua ntej ntawm qhov kawg txiav. Nws tau sau tias "Peb yuav tsis xav tsis thoob thaum pom [tus nqi ntsuas] ntau ntxiv los ntawm qhov no hauv lub sijhawm," nws sau. "Peb cia siab tias cov nyiaj tau los yuav tau ua tiav los ntawm qhov kawg ntawm 2023." Ferragu zoo siab tias cov yam ntxwv uas nyiam kev lag luam semiconductor nyob rau lub sijhawm ntev, suav nrog 5G, kev txawj ntse txawj ntse, thiab kev ua haujlwm siab, thaum kawg yuav coj lwm nthwv dej ntawm kev loj hlob rau kev lag luam.Sau ntawv rau Tae Kim ntawm [email tiv thaiv]
Paul Morris/Bloomberg
Nws yog ib xyoos txaus ntshai rau cov khoom siv chips. Tab sis raws li keeb kwm, cov nqi hauv kev lag luam tau nqis los txaus los muab txoj hauv kev txaus nyiam yuav khoom, raws li Txoj Kev Tshawb Fawb Tshiab.
Hnub Friday, tus kws tshuaj ntsuam Pierre Ferragu tau tsa nws qhov kev ntaus nqi rau
Cov Khoom Siv (ticker: AMAT) shares thiab
ASML (
ASML ) Tshuag rau Outperform los ntawm Neutral, hais tias hauv qab yog nyob ze rau cov neeg tsim khoom ntawm semiconductor-manufacturing khoom. Nws tsim lub hom phiaj tus nqi ntawm $ 115 rau
Cov Khoom Siv thiab € 770, sib npaug li ntawm $ 758 rau hnub Friday sawv ntxov, rau ASML.
Nws tau sau tias "Peb nyob rau lub sijhawm uas peb xav tias muaj kev ntseeg siab pom zoo yuav cov sector," nws sau.
Hauv kev ua lag luam thaum ntxov hnub Friday, cov khoom siv ntawm Cov Khoom Siv tau nce 2.7% rau $ 80.81, thaum ADRs rau ASML tau nce los ntawm 2.8% rau $ 449.35. Ob qho khoom lag luam tau poob ntau dua 40% xyoo no.
Tus kws tshuaj ntsuam hais li cas
Lam Tshawb Nrhiav (LCRX) tau ua rau Phab Ntsa Street txhawm rau ntsuas nws qhov kev cia siab ua ntej lub lim tiam no, kwv yees tias cov nyiaj tau los ntawm kev lag luam thoob ntiaj teb los ntawm cov khoom siv wafer-fabrication tuaj yeem poob ntau dua 20% xyoo tom ntej. Nws cia siab tias cov tuam txhab yuav txo lawv cov kev kwv yees nyiaj txiag ib zaug ntxiv, tab sis hais tias cov khoom lag luam tuaj yeem sib sau ua ntej ntawm qhov kawg txiav.
Nws tau sau tias "Peb yuav tsis xav tsis thoob thaum pom [tus nqi ntsuas] ntau ntxiv los ntawm qhov no hauv lub sijhawm," nws sau. "Peb cia siab tias cov nyiaj tau los yuav tau ua tiav los ntawm qhov kawg ntawm 2023."
Ferragu zoo siab tias cov yam ntxwv uas nyiam kev lag luam semiconductor nyob rau lub sijhawm ntev, suav nrog 5G, kev txawj ntse txawj ntse, thiab kev ua haujlwm siab, thaum kawg yuav coj lwm nthwv dej ntawm kev loj hlob rau kev lag luam.
Sau ntawv rau Tae Kim ntawm [email tiv thaiv]
Tau qhov twg los: https://www.barrons.com/articles/asml-applied-materials-chip-equipmentstocks-51666369834?siteid=yhoof2&yptr=yahoo