Semiconductor Stocks: Analyst Sweet On MANGO Portfolio Of Top Chipmakers

Nrog rau cov khoom lag luam semiconductor bouncing rov qab los ntawm lawv qhov tsis ntev los no ntawm kev lag luam kev lag luam kho, ib tus kws tshuaj ntsuam ntawm Wall Street tau sib sau ua ke cov npe ntawm cov npe kev ntseeg siab uas cov tub ua lag luam yuav tsum xav txog.

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BofA Securities tus kws tshuaj ntsuam xyuas Vivek Arya tau tsim ib pawg ntawm cov khoom lag luam sab saum toj semiconductor nyob rau hauv lub npe MANGO. MANGO cov khoom lag luam suav nrog Marvel Technology (MRVL), Advanced Micro Devices (AMD), Analog Li (Npe), Broadcom (AVGO), Nvidia (NVDA), Thoob Ntiaj Teb (GFS) thiab Onsemi (ON). Arya ua ke peb daim ntawv kos npe uas pib nrog A raws li ib tsab ntawv hauv cov ntawv sau.

MANGO portfolio yog "kev sim tsis zoo ntawm kev tsim lub FANG sib npaug hauv semis," Arya tau hais hauv tsab ntawv rau cov neeg siv khoom hnub Friday. FANG cov khoom lag luam yog cov lag luam hauv internet nrog rau cov niam txiv Facebook Meta Platforms (FB), Amazon.com (AMZN), Netflix (NFLX) thiab Google niam txiv Cov tsiaj ntawv (GOOGL).

Lub Philadelphia semiconductor Performance index, hu ua SOX, tau ua tsis tau zoo ntawm S&P 500 Performance index xyoo no vim yog kev txhawj xeeb ntawm nti, Arya hais. Tab sis nws tseem muaj txiaj ntsig zoo ntawm kev lag luam vim tias muaj txoj hauv kev loj hlob mus sij hawm ntev. Xyoo dhau los, txog rau hnub Friday kaw, SOX poob qis 10.7% thaum S&P poob 4.7%.

Semiconductor Stocks Ntawm IBD Lists

Nws tau hais tias "Txoj kev tseem ceeb ntawm semis rau kev lag luam digitizing sai sai hauv ntiaj teb tsis tuaj yeem hais dhau los," nws hais. Arya nyiam cov khoom lag luam semiconductor nthuav tawm rau kev txawj ntse, huab xam, hluav taws xob tsheb, kev lag luam thiab kev lag luam hauv xov tooj.

MANGO semiconductor stocks yog nyob rau hauv txoj kev lag luam thiab muaj cov khoom xav tau pom thiab ua tiav, nws hais.

Qee qhov MANGO cov khoom lag luam nyob hauv IBD cov npe saib xyuas.

AMD Tshuag yog nyob rau IBD 50 lis ntawm cov khoom lag luam loj hlob zoo tshaj plaws nrog rau cov Cov Thawj Coj Ua Haujlwm lis. Broadcom thiab Nvidia kuj tseem nyob hauv IBD 50 daim ntawv teev npe. Nvidia Tshuag yog nyob rau Leaderboard thiab Sector Leaders thiab. Thiab GlobalFoundries yog nyob rau IPO Cov Thawj Coj sau.

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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