Cov khoom lag luam semiconductor tau muaj ob peb lub hlis ntxhib, thiab Deutsche Bank tsis ntev los no tau tshaj tawm ib daim ntawv qhia kwv yees tias lub caij khwv tau nyiaj no tuaj yeem nthuav qhia ntau yam tsis muaj zog.
Qualcomm (QCOM) CEO Cristiano Amon txuas ntxiv ua qhov kev cia siab txog qhov kev thov rau cov chips yog coj mus - tsawg kawg, mus sij hawm ntev. Nws sib cav hais tias cov nti tsis txaus uas pib thaum pib ntawm COVID-19 yuam cov neeg dhau ntawm kev lag luam kom nkag siab qhov tseem ceeb ntawm cov khoom siv hluav taws xob. Qualcomm's chips yog nyob rau hauv cov khoom sib txawv xws li xov tooj ntawm tes, laptops, tsheb sib txuas, thiab VR cov khoom siv.
"Cov tib neeg pom tau tias chips yog ib qho tseem ceeb rau kev lag luam digital thiab thaum lawv saib txog kev loj hlob ntawm kev lag luam," nws hais rau Yahoo Finance ntawm Qualcomm Ventures CEO Summit rau hnub Thursday. "Thaum koj xav txog kev hloov pauv digital ntawm kev lag luam, nws yog qhov tsim nyog rau cov tuam txhab uas xav tau kom muaj txiaj ntsig zoo dua. Chips ua ib qho tseem ceeb heev rau txhua qhov no vim tias koj xav tau kev sib txuas. "
Hauv lwm lo lus, nws hais tias, "Cov dab neeg hais txog cov chips tej zaum zoo li nws tau txais."
Txog tam sim no, qhov tsis sib haum xeeb ntawm kev ua lag luam, kev nce nqi siab thiab hawkish Fed tag nrho cov teeb meem tsis yog rau Qualcomm, tab sis rau cov tuam txhab thev naus laus zis thoob plaws pawg thawj coj - piv txwv li, Nasdaq 100 poob qis txog 32% xyoo dhau los. Hnub Wednesday. Qualcomm cov nyiaj tau los thiab cov nyiaj tau los rau peb lub hlis dhau los yeej yeej cov kws tshuaj ntsuam qhov kev cia siab, thiab nws tau teem sijhawm tshaj tawm nws cov nyiaj tau los Q4 thaum lub Kaum Ib Hlis. Lub tuam txhab cov khoom lag luam tau poob txog 40% xyoo dhau los.
Amon hais tias "Lub sijhawm luv luv, raws li qhov peb tau hais hauv cov nyiaj tau los, peb tau pom me ntsis qeeb vim yog macro," said Amon.
Raws li Qualcomm pom nws txoj hauv kev mus rau yav tom ntej, lub tuam txhab txoj kev sib txawv ntawm cov tswv yim - pib los ntawm Amon thaum nws tau los ua tus thawj coj hauv 2021 - yog pem hauv ntej thiab nruab nrab. Piv txwv li, Qualcomm Ventures, lub tuam txhab VC caj npab, tau tsom mus rau kev nqis peev hauv cov tuam txhab uas tsim tawm Qualcomm's ecosystem hauv thaj chaw saib yav tom ntej xws li VR, hais tias Qualcomm Ventures Global Head Quinn Li.
Li hais tias nws yog lub sijhawm zoo los nqis peev ntau dua li koj xav.
"Yog tias koj saib lub voj voog kawg, ntau lub tuam txhab loj tau pib thiab loj hlob nyob rau lub sijhawm nyuaj," nws hais. "Yog li, los ntawm tus neeg ua lag luam txoj kev xav, peb muaj peev txheej los siv thiab kuv xav tias nws yog lub sijhawm zoo los nqis peev ntau dua li tib lub sijhawm xyoo tas los ... Kuv tsis xav tias nws yuav tsum yog lub sijhawm phem."
Ib puag ncig macro uas tsis tuaj yeem tsis quav ntsej
Kev nom kev tswv kuj tau cuam tshuam rau cov chips ib puag ncig, uas yog Thawj Tswj Hwm Joe Biden tsis ntev los no rattled kev lag luam los ntawm kev txwv chip exports rau Tuam Tshoj. Qhov kev txav mus rub tawm cov xov xwm, thiab Amon tau hais tias nws muaj kev txhawj xeeb nyob rau lub sijhawm ze txog seb nws yuav cuam tshuam li cas rau kev thov chip. Txawm li cas los xij, qhov ntawd tsis yog qhov xwm txheej ntsig txog Tuam Tshoj uas yog lub siab tshaj plaws rau Amon.
Nws tau hais tias "Lwm yam uas tau tshwm sim tam sim no yog Tuam Tshoj raug kaw," nws hais. "Peb tau pom muaj dab tsi tshwm sim hauv kev lag luam, thiab thaum koj tau txais ntau tus neeg kaw, koj tsis tawm mus thiab txiav txim siab qhov zoo tshaj plaws yog yuav lub xov tooj tshiab. Qhov ntawd muaj kev cuam tshuam loj heev rau cov neeg siv khoom siv. "
Nws tsis pab hais tias cov xov xwm nyob ib puag ncig chip stocks tsis tau zoo lately. Lub lim tiam dhau los, Philadelphia Semiconductor Index poob ntau dua 4% ua ntej rov qab los - lwm hnub nyuaj ntawm qhov ntsuas uas poob ntau dua 40% xyoo dhau los.
Amon hais tias "Lub macro tivthaiv ntawm no, koj tsuas yog tsis quav ntsej nws," Amon hais.
Allie Garfinkle yog Senior Tech Reporter ntawm Yahoo Nyiaj Txiag. Ua raws nws ntawm Twitter ntawm @agarfinks.
Nyem qhov no rau qhov tseeb trending stock tickers ntawm Yahoo Finance platform.
Nyeem cov xov xwm tshiab nyiaj txiag thiab lag luam los ntawm Yahoo Finance.
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Tau qhov twg los: https://finance.yahoo.com/news/qualcomm-ceo-says-the-long-term-story-on-chips-still-as-good-as-it-gets-171527447.html