Chip stocks sib sau ua ke txawm hais tias muaj kev kwv yees tsis zoo, raws li US semiconductor peev nyiaj nce qib hauv Senate

Chip cov khoom lag luam tau sib sau ua tiav siab dua hnub Wednesday tom qab Senate tau txav los ze dua rau kev pom ntsuab ntau dua $ 50 nphom hauv cov nyiaj rau US-based chip manufacturing, txawm tias ib qho chip-khoom tsim tau muab kev kwv yees tsis zoo.

Hnub Tuesday lig, Senators dhau qhov txheej txheem pov npav ntawm 64 rau 34 kom nce qib $ 52 billion US Innovation thiab Competition Act, txawm tias cov ntsiab lus tseem tab tom ua haujlwm, yog ib qho kev pom zoo vim tias ntau qhov kev xaiv tsa yuav muaj peev xwm kov yeej ib qho filibuster, nrog rau qee qhov kev kwv yees. daim nqi tuaj yeem dhau los ntawm qhov kawg ntawm lub lim tiam.

Cov nyiaj tau tshwm sim muaj kev phom sij thaum lub Rau Hli lig thaum Senate Republican tus thawj coj Mitch McConnell tau hem tias yuav rhuav tshem daim nqi yog tias Democrats tau rov kho lawv cov kev nyab xeeb thiab kev sib raug zoo txoj cai pob. Tsis paub meej txog cov nyiaj tau loj hlob ntau heev uas Intel Corp.
INTC,
+ 0.85%
,
thaum lub Rau Hli lig, muaj ncua kev cog qoob loo ntawm nws cov nroj tsuag tshiab hauv Ohio.

PHLX Tus Txheej Txheem Semiconductor Index
SOX,
+ 2.49%

Kev lag luam dav dav tau nce hnub Wednesday, ua tiav 2.5%, thaum S&P 500 Performance index
SPX,
+ 0.59%

nce qib 0.6%. Rau lub xyoo, SOX Performance index tseem qis dua 27%, piv nrog 17% poob hauv S&P 500.

Kev nce qib hauv cov khoom lag luam chip tuaj txawm tias txo qis kev kwv yees los ntawm ASML Holding NV
ASML,
+ 3.22%

ASML,
+ 3.38%

thaum ntxov Wednesday. Lub Netherlands-based chip-cov cuab yeej tsim khoom tau hais tias nws cia siab tias yuav nce txog 10% cov nyiaj tau los rau lub xyoo, nqis los ntawm kev kwv yees ntawm 20% kev loj hlob hauv nws daim ntawv tshaj tawm yav dhau los. Nyob rau hauv 2021, lub tuam txhab coj 18.6 billion euros hauv kev muag khoom.

"Qee cov neeg siv khoom tau qhia txog qhov kev xav tau qeeb hauv qee cov neeg siv khoom lag luam uas tau tsav los ntawm kev lag luam, tab sis peb tseem pom muaj kev xav tau zoo rau peb cov tshuab, uas tau tsav los ntawm lub ntiaj teb megatrends hauv tsheb, kev ua haujlwm siab, thiab kev hloov pauv ntawm lub zog ntsuab," ASML Chief Executive Peter Wennink hais nyob rau hauv ib nqe lus.

Cov chij daj tau ya nyob rau hauv nti sector rau lub hlis, nrog cov kws tshuaj ntsuam ceeb toom tias qhov Cov ntaub ntawv muag khoom ntawm xyoo tas los no tuaj yeem ua rau muaj cov khoom noj khoom haus tom qab muaj kev cuam tshuam txog kev tsis txaus ntawm semiconductors eased. Kev txhawj xeeb tau nce ntxiv txij li Micron Technology Inc.
MU,
+ 1.44%

kwv yees lub quarter muag ntau dua $ 1.5 nphom qis dua li Wall Street kwv yees, ua kom muaj kev sib cav hais tias cov neeg siv khoom chip yuav muaj ob-lossis triple-order khoom thaum muaj kev sib kis.

Nyeem: Pessimism ntawm chip stocks yog ntaus lub siab tshiab, thiab cov nyiaj zoo li yuav ntws mus rau software

Lub quarter kawg, ASML tau hais tias thov tau deb tshaj nws lub peev xwm, ib qho qhia tau hais tias lub ntiaj teb chip tsis txaus tseem nyob ruaj khov. Tus Thawj Coj tau hais tias qhov kev txo qis ntawm kev muag khoom feem ntau yog vim muaj ntau ntawm "kev xa khoom sai" xyoo no, uas yuav ncua kev lees paub cov nyiaj tau los rau xyoo 2023 txog li 2.8 billion euros.

Ua tus chip rally yog feem ntawm Nvidia Corp.
NVDA,
+ 4.80%
,
nrog 4.8% nce, thiab feem ntawm Applied Materials Inc.
AMAT,
+ 4.07%
,
Advanced Micro Li Inc.
AMD,
+ 4.13%
,
Lam Tshawb Nrhiav Corp.
LRCX,
+ 4.06%
,
uas tag nrho ua tiav 4.1%.

Tau qhov twg los: https://www.marketwatch.com/story/chip-stocks-rally-despite-an-ominous-forecast-as-us-semiconductor-funding-bill-advances-in-senate-11658338557?siteid=yhoof2&yptr= yahoo