Nyob Kho Dua Tshiab Cov Xov Xwm Thoob Ntiaj Teb Muaj Feem cuam tshuam Bitcoin, Ethereum, Crypto, Blockchain, Tshuab, Kev Lag Luam. Hloov Txhua feeb. Muaj Pub Rau Txhua Yam Lus.
Ntawv loj Cowen muaj $ 70 lub hom phiaj rau Marvell Technology Kho Siab / npau suav Nws tau yog ib lub xyoo nyuaj rau cov khoom lag luam chip, tab sis cov tub ua lag luam yuav tsum saib dhau lub sijhawm luv luv.Tsib semiconductor stocks tam sim no muab cov sijhawm yuav khoom, raws li Cowen Analyst Matthew Ramsay."Macro-driven headwinds yog cov ntaub ntawv zoo tab sis tau hnov zoo heev hauv PC / gaming kev ua lag luam," nws sau rau hnub Sunday. Ntev mus ntev "kev loj hlob vectors ... nyob twj ywm nrog cov ntsiab lus nkag tam sim no txaus nyiam rau cov khoom lag luam zoo."Tus kws tshuaj ntsuam pom zoo Nvidia (Tus zuam: NVDA ), Advanced Micro Devices ( AMD ), Monolithic Cov Tshuab Hluav Taws Xob ( MPWR ), Marvell Technology ( MRVL ), Thiab Semiconductor Latex ( LSCC ) raws li txhua tus "sawv cev tus nqi tsim nyog tom qab kev thim rov qab tseem ceeb." Nws muaj qhov kev ntaus nqi Outperform rau tag nrho lawv.Cowen muaj $ 180 lub hom phiaj rau Nvidia thiab $ 100 lub hom phiaj rau AMD. Rau Monolithic, Marvell, thiab Lattice lub hom phiaj yog $ 600, $ 70, thiab $ 78, feem.Nyob rau hauv thaum ntxov trading hnub Monday, shares ntawm Nvidia poob 4% rau $115.76; Advanced Micro Devices pauv 1.5% rau $57.55; Monolithic poob 5% rau $344.60, Marvell poob 5% rau $40.20; thiab Lattice tumbled 3.7% rau $49.44.Ramsay tau hais tias cov khoom lag luam chips nyob ze rau txhua lub sijhawm cov nqi qis tom qab lawv qhov poob loj rau xyoo no. Thaum cov kev txhawj xeeb macro muaj ntau - suav nrog kev lag luam qeeb rau kev muag khoom hauv computer thiab smartphones, nce kev nce nyiaj txiag thiab hawkish central banks - nws yog bullish lub sij hawm ntev ntawm chip thov nyob rau sab nraum qab ntawm kev loj hlob kawg kev lag luam hauv cov ntaub ntawv chaw, high-end smartphones, thiab 5G infrastructure. Lub lim tiam dhau los, AMD hais tias nws yuav poob qis ntawm nws cov kev kwv yees nyiaj txiag rau lub Cuaj Hlis lub quarter, hais txog qhov kev thov tsis zoo rau PCs. Cov xov xwm tau ua rau tag nrho cov sector rau hnub Friday.cov iShares Semiconductor (SOXX) cov nyiaj pauv pauv, uas taug qab qhov kev ua tau zoo ntawm ICE Semiconductor Index, tau nqis 42% xyoo no tom qab poob 3.5% rau hnub Monday.Sau ntawv rau Tae Kim ntawm [email tiv thaiv]
Kho Siab / npau suav
Nws tau yog ib lub xyoo nyuaj rau cov khoom lag luam chip, tab sis cov tub ua lag luam yuav tsum saib dhau lub sijhawm luv luv.
Tsib semiconductor stocks tam sim no muab cov sijhawm yuav khoom, raws li
Cowen Analyst Matthew Ramsay.
"Macro-driven headwinds yog cov ntaub ntawv zoo tab sis tau hnov zoo heev hauv PC / gaming kev ua lag luam," nws sau rau hnub Sunday. Ntev mus ntev "kev loj hlob vectors ... nyob twj ywm nrog cov ntsiab lus nkag tam sim no txaus nyiam rau cov khoom lag luam zoo."
Tus kws tshuaj ntsuam pom zoo
Nvidia (Tus zuam:
NVDA ),
Advanced Micro Devices (
AMD ),
Monolithic Cov Tshuab Hluav Taws Xob (
MPWR ),
Marvell Technology (
MRVL ), Thiab
Semiconductor Latex (
LSCC ) raws li txhua tus "sawv cev tus nqi tsim nyog tom qab kev thim rov qab tseem ceeb." Nws muaj qhov kev ntaus nqi Outperform rau tag nrho lawv.
Cowen muaj $ 180 lub hom phiaj rau Nvidia thiab $ 100 lub hom phiaj rau AMD. Rau Monolithic, Marvell, thiab Lattice lub hom phiaj yog $ 600, $ 70, thiab $ 78, feem.
Nyob rau hauv thaum ntxov trading hnub Monday, shares ntawm Nvidia poob 4% rau $115.76; Advanced Micro Devices pauv 1.5% rau $57.55; Monolithic poob 5% rau $344.60, Marvell poob 5% rau $40.20; thiab Lattice tumbled 3.7% rau $49.44.
Ramsay tau hais tias cov khoom lag luam chips nyob ze rau txhua lub sijhawm cov nqi qis tom qab lawv qhov poob loj rau xyoo no. Thaum cov kev txhawj xeeb macro muaj ntau - suav nrog kev lag luam qeeb rau kev muag khoom hauv computer thiab smartphones, nce kev nce nyiaj txiag thiab hawkish central banks - nws yog bullish lub sij hawm ntev ntawm chip thov nyob rau sab nraum qab ntawm kev loj hlob kawg kev lag luam hauv cov ntaub ntawv chaw, high-end smartphones, thiab 5G infrastructure.
Lub lim tiam dhau los, AMD hais tias nws yuav poob qis ntawm nws cov kev kwv yees nyiaj txiag rau lub Cuaj Hlis lub quarter, hais txog qhov kev thov tsis zoo rau PCs. Cov xov xwm tau ua rau tag nrho cov sector rau hnub Friday.
cov
iShares Semiconductor (SOXX) cov nyiaj pauv pauv, uas taug qab qhov kev ua tau zoo ntawm ICE Semiconductor Index, tau nqis 42% xyoo no tom qab poob 3.5% rau hnub Monday.
Sau ntawv rau Tae Kim ntawm [email tiv thaiv]
Tau qhov twg los: https://www.barrons.com/articles/nvidia-amd-marvell-chip-stocks-buy-the-dip-51665423825?siteid=yhoof2&yptr=yahoo