Bank of America nyiam Cov Ncauj Ncauj Ncauj Ncauj no

Cov khoom lag luam semiconductor tau poob qis hauv lub hlis tsis ntev los no ntawm kev xav tau, nrog S&P Semiconductors Xaiv Kev Lag Luam Index poob 36% xyoo rau hnub tim.

Qhov ntawd tuaj yeem tsim kev yuav khoom rau koj. Bank of America cov kws tshuaj ntsuam xyuas tsis ntev los no tau tham txog lawv cov kev xaiv uas nyiam hauv kev lag luam.

"Nyob rau lub sijhawm, peb nyiam kev lag luam uas tsis yog cov neeg siv khoom siv," lawv tau sau hauv cov lus tawm tswv yim. “Peb lees paub qhov kev pheej hmoo ntawm kev dov kho los ntawm cov neeg siv khoom mus rau cov chaw khaws ntaub ntawv thiab kev lag luam pib / kev lag luam. "

Tab sis, lawv tau hais tias, "cov cheeb tsam uas muaj zog rov qab thiab tswj tau cov khoom lag luam yuav tsum muab qhov tsis muaj nyob rau hauv qhov xwm txheej ntawm kev thov qeeb."

Cov kws tshuaj ntsuam zoo li cov tuam txhab muaj feem cuam tshuam nrog semiconductor:

· Ntawm Semiconductor (ON) ,

· NXP semiconductors (NXPI) ,

· Analog Li (Npe) ,

Cloud / network tuam txhab uas muag:

· Marvel Technology (MRVL) ,

· Broadcom (AVGO) (muab nws cov lag luam loj uas tsis yog Apple), thiab

Cov neeg muag khoom pom muaj zog raug cuam tshuam rau ntug kev lag luam, qhov twg muaj kev txwv tsis pub muaj:

· Thoob Ntiaj Teb (GFS) .

Morningstar's Take on Analog Devices

Morningstar tus kws tshuaj ntsuam Brian Colello muab lub tuam txhab ua kom dav dav thiab muab tus nqi ncaj ncees rau cov Tshuag ntawm $ 172. Nws nyuam qhuav pauv ntawm $140.50.

Analog Devices yog ib lub ntiaj teb loj tshaj plaws analog chipmakers.

"Peb xav tias nws yog qhov chaw zoo kom tau txais txiaj ntsig los ntawm ntau dua thiab cov nqi siab dua cov ntsiab lus semiconductor hauv tsheb, 5G cov khoom siv wireless, thiab cov ntawv thov kev lag luam xws li cov cuab yeej siv kho mob thiab cov khoom siv hluav taws xob hauv lub Hoobkas hauv xyoo tom ntej," Colello tau sau hauv cov lus hais.

Nws nyiam lub tuam txhab vim nws cov tswv lag luam analog tsim thiab cov neeg siv khoom siab hloov cov nqi. Ntxiv mus, "zoo analog chipmakers zoo li yuav khaws cov qauv tsim yeej ntev npaum li cov khoom kawg tau tsim," Colello hais.

Morningstar's Take on Broadcom

Morningstar tus kws tshuaj ntsuam Abhinav Davuluri muab lub tuam txhab nqaim nqaim thiab muab tus nqi ncaj ncees rau cov Tshuag ntawm $ 624. Nws nyuam qhuav pauv ntawm $449.

"Lub sijhawm ntev, peb xav tias Broadcom yog ib feem ntawm cov chav kawm hnyav ntawm cov thawj coj thev naus laus zis thiab khav theeb tsis muaj peev xwm nyob ib puag ncig ntawm kev tsim cov khoom lag luam uas nkag mus rau hauv kev lag luam kawg," nws tau sau hauv kev tawm tswv yim.

Lub tuam txhab ua tau zoo nyob rau hauv high-end smartphone qhov chaw, feem ntau nrog kev lag luam los ntawm Apple, Davuluri hais.

"Lub tuam txhab tseem khav theeb kev ua lag luam ua thawj coj hauv thaj chaw xws li kev sib txuas sib txuas, Wi-nkaus chips, teeb tsa lub thawv chips, kev lag luam cia chips, thiab fiber ntau channel hloov khoom," nws hais. "Cov ntu no tsim cov nyiaj ntsuab txaus."

Morningstar's Take on GlobalFoundries

Davuluri muab lub tuam txhab tsis muaj moat thiab muab tus nqi ncaj ncees rau cov Tshuag ntawm $ 45. Nws nyuam qhuav pauv ntawm $49.

"GlobalFoundries yog lub ntiaj teb thib plaub-loj tshaj plaws rau daim ntawv cog lus cov chaw tsim khoom lag luam, lossis cov chaw tsim khoom," nws sau rau hauv cov lus tawm tswv yim.

"GlobalFoundries tau txais txiaj ntsig los ntawm kev hloov pauv los ntawm cov tuam txhab semiconductor feem ntau los ntawm cov tuam txhab tsim khoom sib koom ua lag luam rau cov qauv lag luam tsis zoo."

Tseem, "thaum peb cia siab tias lub tuam txhab yuav txaus siab rau kev loj hlob, peb tsis ntseeg tias nws muaj kev lag luam moat," Davuluri tau hais.

"Kev nce ntawm fabless semiconductor tuam txhab uas muag tau tsim kom muaj kev vam meej kev loj hlob zoo rau cov foundry ntu, uas tau txhawb kev sib tw.

"Nyob rau hauv kev sib piv rau cov thawj-ntug foundries ..., GlobalFoundries ua hauj lwm nyob rau hauv ntau mature txheej txheem technologies thiab sib tw tawm tsam cov nyiam ntawm United Microelectronics (UMC) thiab SMIC."

Tau qhov twg los: https://www.thestreet.com/investing/bank-of-america-likes-these-beaten-down-chip-stocks?puc=yahoo&cm_ven=YAHOO&yptr=yahoo