Nyob nruab nrab ntawm cov lus ceeb toom ntawm kev xav tau tsis muaj zog rau PCs thiab Smartphones, tus kws tshuaj ntsuam Stifel txuas ntxiv pom zoo cov khoom lag luam semiconductor rau cov tub ua lag luam mus sij hawm ntev.
Ho piav qhia vim li cas nws thiaj li ua raws li cov khoom lag luam semiconductor
Patrick Ho pom zoo nws yuav yog qhov chaw ntxhib rau cov khoom lag luam hauv lub sijhawm ze, tab sis zaj dab neeg ntev, nws ntseeg, tseem tsis hloov pauv. Ntawm CNBC's "Kev Sib Tw Thoob Ntiaj Teb", tus kws tshuaj ntsuam hais tias:
Rau cov tub ua lag luam mus sij hawm ntev, kuv ntseeg tias semis yog ib qhov chaw zoo tshaj plaws. Muaj ntau cov ntsiab lus silicon mus rau hauv ntau daim ntawv thov thiab kev lag luam thiab kuv xav tias nws yog tus tsav tsheb loj rau kev lag luam tag nrho.
Ib hnub dhau los, Micron Technology Inc tau hais txog qhov kev thov tsis muaj zog raws li nws txo nws txoj kev xav rau lub quarter nyiaj txiag tam sim no. Yog li ntawd, Bank of America tau txo qis nws mus rau "tsis suav" rau hnub Friday.
Cov khoom lag luam Patrick Ho nyiam nyob rau hauv qhov chaw semiconductor
Lub npe me me hauv qhov chaw semiconductor tshwj xeeb tshaj yog tawm mus rau Ho yog Massachusetts-based Entegris Inc (NASDAQ: ENTG) uas poob loj los ntawm nws lub xyoo mus rau hnub siab. Senior Research Analyst sau tseg:
Entegris muaj cov tshuaj tiv thaiv kab mob. Raws li kev tsim khoom semiconductor ua ntau txoj hauv kev, koj xav tau kev tswj kom muaj kab mob ntau ntxiv kom muaj txiaj ntsig zoo. Yog li, Entegris yog qhov chaw zoo heev los ntawm qhov tseem ceeb thiab kev loj hlob ntawm kev ntseeg.
Thaum lub Plaub Hlis, Entegris tau tshaj tawm kev ua lag luam-beating tshwm sim rau nws cov nyiaj txiag thawj peb lub hlis twg. Lwm lub npe uas Ho nyiam suav nrog MKS Instruments Inc. VanEck Semiconductor ETF (SMH) tam sim no poob ze li 40% piv rau qhov pib ntawm 2022.
Tus ncej Semiconductor cov khoom lag luam yog 'ib qho ntawm qhov chaw nyab xeeb tshaj plaws' txawm tias qhov kev thov tsis muaj zog tshwm sim thawj zaug Tsam.
Tau qhov twg los: https://invezz.com/news/2022/07/01/semiconductor-stocks-are-one-of-the-safest-places-to-be-despite-weakening-demand/