Qualcomm, Nvidia yog cov xaiv zoo tshaj plaws ntawm Semiconductor Tshuag, kws tshuaj ntsuam hais

Ntawv loj

Semiconductor cov khoom lag luam tau poob deb txaus los nthuav qhia lub sijhawm ntev hauv cov tuam txhab nrog cov hauv kev loj hlob thiab kev poob siab, raws li cov kws tshuaj ntsuam ntawm

credit Suisse
.
 

Cov khoom lag luam semiconductor tau raug cuam tshuam tsis ntev los no los ntawm kev ceeb toom ntawm kev siv nyiaj qeeb, kev thov tsis muaj zog rau cov khoom siv xws li cov khoos phis tawj ntawm tus kheej, thiab kev pheej hmoo uas US-Tuam Tshoj tensions yuav snarl mov chains. Offsetting uas yog lub lim tiam no xov xwm ntawm ib high-profile peev los ntawm Warren Buffett's

Berkshire Hathaway

(ticker: BRKA) hauv

Taiwan semiconductor

(TSM). 

Cov kws tshuaj ntsuam xyuas Credit Suisse coj los ntawm Chris Casso tau pib qhov kev pab cuam ntawm cov khoom siv semiconductor rau hnub Tuesday nrog kev ntsuas qhov hnyav tag nrho. Lawv sib cav "tau muaj xov xwm phem txaus" los txo qhov kev pheej hmoo ntawm kev nqis peev txawm tias muaj peev xwm ua kom kev lag luam tsis muaj zog ntxiv. 

Rau cov tub ua lag luam tab tom nrhiav kev tiv thaiv nyob ze, Credit Suisse cov kws tshuaj ntsuam xyuas hais tias tus kws tshaj lij ntawm cov khoom siv wireless

Qualcomm

(QCOM) yog lawv qhov kev xaiv zoo tshaj plaws. Lawv tau sau tseg tias

Qualcomm

tam sim no pauv ntawm 13.5 npaug ntawm nws qhov kev kwv yees 2023 cov nyiaj tau los ntawm Credit Suisse kev kwv yees, ua rau nws pheej yig dua piv nrog lwm cov tuam txhab hauv kev lag luam.

Lawv tau pib kev pab cuam ntawm Qualcomm nrog qhov kev ua tau zoo tshaj plaws thiab $ 150 lub hom phiaj tus nqi. Qualcomm shares tau nyob ib ncig ntawm $ 125 hauv kev ua lag luam ua ntej hnub Wednesday.

Cov kws tshuaj ntsuam tau hais

Nvidia

(NVDA) yog lawv qhov kev xaiv saum toj kawg nkaus, sau tseg tias nws muaj zog hauv kev suav nrog kev tshawb fawb, kev txawj ntse, thiab cov ntaub ntawv tshawb fawb.

Nvidia

yog teem caij rau qhia txog cov nyiaj tau los tom qab kaw rau hnub Wednesday, tau txiav nws cov kev kwv yees nyiaj txiag ntau zaus hauv ob peb lub hlis dhau los. 

"Peb ntseeg tias NVDA muaj qhov kev loj hlob zoo tshaj plaws nyob rau hauv semis [semiconductors], vim yog lawv txoj kev tswj hwm ntawm AI thiab qhov kev cia siab ntawm kev loj hlob ntawm AI thoob plaws hauv cov ntaub ntawv chaw lag luam," Credit Suisse kws tshuaj ntsuam tau sau. 

Credit Suisse muaj qhov ntsuas qhov ua tau zoo thiab $ 210 lub hom phiaj tus nqi rau

Nvidia

Tshuag, nce ntawm $ 205 ua ntej. Nvidia pauv ntawm ib ncig ntawm $ 163.

Cov kws tshuaj ntsuam tau downgraded

Texas seev

(TXN) mus rau qhov ntsuas nruab nrab ntawm Outperfom yav dhau los, nrog rau tus nqi ntawm $ 205.

"TXN qhov kev cuam tshuam loj rau kev lag luam ua rau nws nyuaj heev los txheeb xyuas qhov "tiag tiag" ntawm qhov kev thov, txij li qhov tsis txaus loj uas tau tshwm sim xyoo tas los ua rau cov neeg siv khoom txhua qhov kev txhawb siab los tsim cov khoom muag uas lawv tuaj yeem ua tau," cov kws tshuaj ntsuam tau sau. 

Texas Instrument sib koom ua lag luam nyob ib ncig ntawm $ 177.

Cov kws tshuaj ntsuam xav tias kev pab them nqi ntawm

Intel

(INTC) nrog qhov ntsuas nruab nrab thiab $ 28 lub hom phiaj tus nqi. Lawv tau sau tseg tias lub tuam txhab zoo li yuav tsum tau nce peev kev siv nyiaj aggressively kom phim

Taiwan semiconductor

thiab sib tw

Advanced Micro Devices

(AMD), nias nws cov nyiaj ntsuab ntws.

Intel

shares pauv ntawm ib ncig ntawm $31.

Sau ntawv rau Adas Clark ntawm [email tiv thaiv]