Peb pib txoj haujlwm hauv Marvell (MRVL) lub lim tiam dhau los, kev txav peb tau piav qhia ntau dua hauv niaj hnub Rundown. Ces cov lus nug tuaj rau hauv.
Cov tswvcuab nug yog vim li cas Action Alerts PLUS kev nqis peev pab pawg tau xaiv rau MRVL shares vs. lwm tus nyiam Broadcom (AVGO) thiab Cisco (CSCO)? Thaum lawv sib tshooj hauv qee lub khw, cov chipmakers muaj qhov sib txawv. Broadcom qhov cuam tshuam rau kev suav tus kheej thiab xov tooj yog ib qho laj thawj ntawm kev zam cov kev sib koom ncaj qha. Peb hais ncaj qha, vim peb tsis ncaj qha muaj AVGO shares, muab lawv yog tus thib peb loj tshaj tuav hauv Thawj Trust Nasdaq Cybersecurity ETF (CIBR) . Qhov kev cuam tshuam cybersecurity ntawd, peb qhov kev pom, ua rau Broadcom tsawg dua ntawm kev ua si dawb huv ntawm digital infrastructure piv rau Marvell.
Thaum nws los txog rau nthuav tawm cov ntaub ntawv, peb yuav muaj siab xav mus nrog lub tuam txhab ua si dawb huv. Tab sis nrog Apple (AAPL) nce kev vam khom rau nws tus kheej silicon rau lub hauv paus band thiab tsis ntev hauv xov tooj cua zaus chips, peb zoo li yuav pom cov nyiaj tau los thiab EPS kev cia siab rau cov tuam txhab hauv 2024 lossis dhau ntawd. Hauv peb qhov kev xav uas yuav tsim kom muaj kev cuam tshuam loj heev los kov yeej, muab Apple lub iPhone tam sim no suav txog kwv yees li 24% ntawm lub ntiaj teb kev lag luam smartphone los ntawm ntim. Qhov ntawd zoo li yuav yog lub taub hau rau ntau lub tuam txhab, suav nrog Broadcom (BRCM) as well as Qualcomm (QCOM) thiab Skyworks (SWKS) , los yog tsawg kawg yuam kom lawv ramp lwm qhov chaw ntawm lawv cov lag luam kom them rau cov nyiaj tau los uas tseem tshuav.
Ib tus neeg sib tw uas peb tau nyob sab nraud nrog hauv Bullpen yog Universal Display (OLED) . Raws li peb tau qhia ob peb lub hlis dhau los, thaum tham txog lub tuam txhab no, thaj chaw ntawm kev txaus siab rau peb ntawm nws muaj feem xyuam rau cov kev sib koom yog foldable smartphones, organic teeb emitting diode TVs thiab qhov kawg uptake ntawm organic teeb emitting diode teeb pom kev zoo nyob rau hauv dav dav illumination. Zoo nkauj npaum li evolution daim ntawv smartphones thiab TVs rau automotive teeb pom kev zoo thiab dav illumination yog tib txoj kev uas lub teeb emitting diodes (LEDs) ua raws. Peb tau plam qhov kev txav mus los kawg no hauv OLED shares, uas yog ib qho kev tshaj tawm, tab sis nws yog ib qho uas peb xav pib txoj haujlwm ntawm $ 113- $ 125. Thaum peb tseem tsis tau tsim lub hom phiaj tus nqi rau OLED shares, peb txoj kev xav yog qib ntawd yuav muab qhov kev nkag tau zoo dua los ntawm qhov khoom plig vs. qhov kev pheej hmoo pom tau muab qhov kev pom zoo tam sim no tus nqi ntawm $ 150 rau OLED shares.
Tau qhov twg los: https://aap.thestreet.com/story/16117601/1/all-chips-aren-t-created-equally.html?yptr=yahoo