AMD Tshuag, Semiconductor Stocks Saib Ntau Txaus Nyiam, Tus Kws Tshuaj Ntsuam Xyuas Hais

Cov khoom lag luam semiconductor tab tom saib zoo nkauj dua tom qab muag tawm xyoo no, lub tuam txhab Wall Street tau hais rau hnub Tuesday. Cov tuam txhab lag luam Piper Sandler tau hais tias nws tab tom ua "kev coj zoo dua" ntawm kev lag luam thiab txhim kho AMD cov khoom lag luam los yuav.

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"Thaum peb tsis tau sim hu rau hauv qab, peb ntseeg tias cov tub ua lag luam yuav tsum tau yuav cov khoom lag luam semiconductor nyob rau theem tam sim no," Piper tus kws tshuaj ntsuam Harsh Kumar tau hais hauv tsab ntawv rau cov neeg siv khoom.

Nws hais ntxiv, "Peb tab tom hloov mus rau qhov zoo tshaj plaws ntawm cov khoom lag luam semiconductor tom qab peb tau ceev faj ntau dua txij li thaum pib ntawm lub xyoo."

Kumar tau hais txog tsib cov khoom lag luam semiconductor li "cov xaiv saum toj kawg nkaus." Lawv yog Advanced Micro Devices (AMD), Impinj (PI), Marvel Technology (MRVL), Onsemi (ON) thiab Qualcomm (QCOM).

AMD Tshuag Tau Txais Kev Txhim Kho

Kumar tau hloov kho AMD Tshuag kom hnyav, lossis yuav, los ntawm nruab nrab thiab tsa nws lub hom phiaj rau 140 ntawm 98.

Nyob rau Tshuag lag luam hnub no, AMD Tshuag tau nce 8.7% mus rau kaw ntawm 102.47. Lub caij no, Impinj nce 2.3% rau 47.24. Marvell nce 5.5% rau 58.28. Onsemi nce 6.1% rau 58.50. Thiab Qualcomm tau nce 4.3% rau 139.69.

Philadelphia semiconductor Performance index, hu ua SOX, dhia 5% rau hnub Tuesday. Rau lub xyoo, nws tseem qis dua 22.3%. Lub SOX muaj 30 qhov loj tshaj plaws semiconductor stocks pauv hauv Asmeskas

Cov khoom lag luam semiconductor tau poob rau xyoo no thaum muaj kev txhawj xeeb tias qhov nce siab hauv lub voj voog nti tau ze rau qhov kawg.

Catalysts Rau AMD Shares

Kumar tau hais tias nws nyiam AMD Tshuag rau nws qhov nruab nrab mus rau lub sijhawm ntev catalysts. Cov catalysts suav nrog cov servers muaj zog thiab nws qhov kev tau txais Xilinx txhawb nqa nws cov ntaub ntawv chaw lag luam. Nws kuj pom kev lag luam PC muag offsetting qeeb hauv kev muag khoom PC.

Kumar tau hais tias "Lub tuam txhab cov lag luam tseem ceeb tau ua haujlwm tau zoo thiab txuas ntxiv tau txais txiaj ntsig los ntawm cov kev xav hauv ntiaj teb," Kumar tau hais.

AMD cov khoom lag luam nyob qib tsib ntawm 34 cov khoom lag luam hauv IBD's fabless semiconductor kev lag luam pab pawg, raws li IBD Stock CheckupCov. Nws muaj ib IBD Composite Rating ntawm 86 ntawm 99.

IBD's Composite Rating ua ke tsib qhov kev ntaus nqi ua ib qho yooj yim-rau-siv kev ntaus nqi. Cov txiaj ntsig kev loj hlob zoo tshaj plaws muaj Kev Sau Tseg Tshaj ntawm 90 lossis zoo dua.

Ua raws li Patrick Seitz ntawm Twitter ntawm @IBD_PSeitz rau cov dab neeg ntxiv ntawm cov neeg siv khoom thev naus laus zis, software thiab cov khoom lag luam semiconductor.

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