3 Chip Stocks rau qhov muaj peev xwm poob qis, Raws li tus kws tshuaj ntsuam

Ntawv loj

Bernstein ntseeg tias peb cov khoom lag luam semiconductor tuaj yeem ua tau zoo dua yog tias kev lag luam nkag mus rau kev lag luam poob qis.

Hnub Monday, tus kws tshuaj ntsuam chip Stacy Rasgon ceeb toom cov tub ua lag luam qhov kev lag luam ib puag ncig zoo li yuav tsis zoo. Yog li ntawd, lawv yuav tsum tau soj ntsuam cov khoom lag luam twg yog qhov zoo dua rau qhov tshwm sim ntawd.

"Cov neeg siv khoom nkag mus rau hauv ib yam dab tsi zoo li kev lag luam kev lag luam, nrog kev poob qis hauv kev cia siab (qee qhov ntse heev) hla ntau lub khw kawg," nws sau.

Tus kws tshuaj ntsuam tau hais tias muaj pov thawj ntxiv ntawm qhov tsis muaj zog ntxiv hauv chip lag luam tiam sis thiab cov hauv paus. Nws hais txog cov khoom lag luam nce ntxiv ntawm cov tuam txhab uas "zoo tshaj cov qauv keeb kwm."

Rasgon pom zoo

Broadcom

(Tus zuam:

AVGO

),

Advanced Micro Devices

(

AMD

), Thiab

Qualcomm

(

QCOM

), uas yog tag nrho Outperform-rated los ntawm Bernstein. Nws muaj $675 tus nqi phiaj rau

Broadcom

thiab $ 135 lub hom phiaj rau AMD. Rau Qualcomm, nws muaj $ 175 Tshuag kwv yees.

Raws li Rasgon, Broadcom muaj qhov pom tau zoo dua ntawm nws cov kev txiav txim yav tom ntej dua li nws cov neeg sib tw thiab nws cov software lag luam tuaj yeem tuaj yeem cuam tshuam qee qhov kev lag luam semiconductor volatility. Nws kuj tau sau tseg lub tuam txhab cov nyiaj tau los siab thiab kev nqis peev zoo.

Nws hais tias AMD yuav tsum muaj peev xwm vam meej txawm tias nyob rau hauv kev lag luam PC nyuaj dua vim tias nws cov khoom lag luam ua tiav. "AMD zoo li yuav ua kom zoo dua ntawm Intel qhov kev ua yuam kev, thiab kev thim rov qab tau ua rau muaj txiaj ntsig uas tuaj yeem suav tias yog qhov txaus nyiam," nws sau. "Lub tuam txhab txuas ntxiv tua rau txhua lub tog raj kheej."

Hais txog Qualcomm, Rasgon kwv yees tias cov neeg tsim khoom lag luam tuaj yeem ua tau zoo nyob rau sab nraum qab ntawm nws cov khoom siv high-end smartphones, thaj chaw uas tuav tau zoo dua li kev lag luam txawb.

"Nyob rau hauv ib puag ncig no peb tseem ntseeg AVGO hauv peb qhov kev pab cuam yuav muaj kev pheej hmoo tsawg tshaj plaws," nws sau. "Txawm li cas los xij, peb pom qee lub sijhawm hauv cov npe nrog cov txheej txheem zoo ntawm tus nqi txaus nyiam (xws li AMD thiab QCOM)."

Hauv kev ua lag luam thaum ntxov hnub Monday, feem ntawm Broadcom tau nce 1.3%, rau $ 529.17, thiab Qualcomm pauv 1.2%, rau $ 133.67, thaum AMD poob 1.1%, rau $ 84.43. Cov

Nasdaq
tau nce 1%.

Sau ntawv rau Tae Kim ntawm [email tiv thaiv]