Yuav luag txhua tus kws tshuaj ntsuam ntawm Wall Street paub tias lub tuam txhab nco nco
Micron shares tau ua lag luam qis qis rau hnub Friday, nqis 6% rau $ 52.02 tom qab ntaus 52-lub lim tiam qis ua ntej hauv kev sib tham. Cov khoom lag luam poob qis ua rau muaj kev poob qis hauv cov khoom siv chips thiab cov khoom siv semiconductor - pom tau tias, qhov kev xav tau tseem phem dua li qhov kev ntshai.
Rau lub yim hli ntuj lub yim hli ntuj, Micron yog kwv yees cov nyiaj tau los ntawm $ 7.2 billion, nrog non-GAAP cov txiaj ntsig ntawm $ 1.63 ib feem. Txoj Kev tau nrhiav $ 9.1 nphom ntawm cov nyiaj tau los thiab cov txiaj ntsig tsis yog GAAP ntawm $ 2.62 ib feem. Lub tuam txhab hu tawm softening PC thiab smartphone kev muag khoom yog thawj qhov teeb meem. Micron tam sim no pom daim ntawv qhia hnub thoob ntiaj teb 2022 PC units nqis 10% los ntawm 2021; lawv yav tas los xav tias yuav muag ncaj nraim. Rau cov xov tooj smartphones, Micron tam sim no pom cov khoom muag hauv nruab nrab ntawm ib tus lej; lawv cov kev xav qub hu ua feem pua ntawm kev loj hlob nyob rau hauv ib nrab tus lej.
Tshwj xeeb, lub tuam txhab tau hu tawm ntau-tsis muaj zog tshaj li qhov xav tau ntawm cov neeg siv khoom xav tau hauv Suav teb - Micron Tus Thawj Saib Xyuas Kev Lag Luam Sumit Sadana tau hais hauv kev xam phaj tias Micron qhov kev hloov kho rau lub yim hli ntuj xa khoom mus rau Tuam Tshoj tau nqis 30% los ntawm lawv qhov kev kwv yees tsuas yog ib lub hlis twg ua ntej. .
Micron cov lus ceeb toom stark tau ua rau muaj kev muag ntau ntawm lwm cov nti thiab cov khoom lag luam, nrog rau
SOX
,
qhov dav taug qab semiconductor Performance index, nqis 4.6%. Ntawm lwm qhov loj-cap chip shares,
Intel
(NTSE),
Advanced Micro Devices
(
AMD
),
Qualcomm
(
QCOM
), Thiab
Nvidia
(NVDA) poob txog 4%. Daim ntawv cog lus chip manufacturers
Taiwan semiconductor
(TSM) poob 6%, thaum
Western Digital
(WDC), uas sib tw nrog Micron hauv flash nco, tawm 6.5%
Cov khoom lag luam tau poob qis dua qhov nyuaj ntawm Micron cov lus hais txog kev txo nqi cov cuab yeej siv nyiaj txiag, nrog
Cov Khoom Siv
(AMAT) thiab ASML (ASML) tawm 6%,
KLA
(KLAC) nqis 7% thiab
Lam Tshawb Nrhiav
ze li 8% qis dua.
Tsis tas li ntawd kev lag luam tawm yog cov tsim PC Dell Technologies (DELL), tawm 7%, thiab
HP Inc
.
(HPQ), poob yuav luag 4%.
Rau qee tus kws tshuaj ntsuam ntawm Wall Street, qhov kev taw qhia qis dua qhia qhov kev pom hnyav dua ntawm cov tuam txhab thev naus laus zis.
Citi
Tus kws tshuaj ntsuam Christopher Danely, uas suav nrog Micron thiab lwm cov khoom lag luam nti, hais tias qhov no yuav yog "thawj ntawm ntau lub tuam txhab txo qis kev taw qhia nyob rau ob peb lub hlis tom ntej."
Wall Street kuj tau muab cov lus tawm tswv yim tsis txaus ntseeg nyob ib puag ncig qhov kev pom zoo rau cov ntaub ntawv chaw siv. Thaum Micron tau hais tias qhov kev thov tseem muaj zog, Sadana kuj tau sau tseg tias cov khoom lag luam cov neeg siv khoom lag luam tau siab dua qib ua ntej-Covid-txhua tus neeg siv khoom txav mus rau kev siv nyiaj nruab nrab vim tias muaj peev xwm thim rov qab tuaj yeem ua rau cov khoom lag luam poob qis, uas tuaj yeem cuam tshuam kev thov.
BoA Kev Tshawb Fawb Kev Tshawb Fawb Ntiaj Teb Vivek Arya tau teb rau daim ntawv tshaj tawm nyiaj tau los los ntawm kev txiav nws qhov kev ntsuam xyuas ntawm Micron shares rau nruab nrab los ntawm Kev Yuav, thaum txiav nws tus nqi phiaj rau $ 62 los ntawm $ 70. Thaum cov khoom lag luam tus nqi qis qis, Arya sau tias qhov kev loj hlob tseem ceeb rov qab los yuav tsis tuaj txog ua ntej zoo rau hauv daim ntawv qhia hnub 2023. Tshwj xeeb, nws sau tseg tias "daim chij daj" tau tshwm sim los ntawm huab thiab cov neeg siv khoom lag luam.
Barclays tus kws tshuaj ntsuam Tom O'Malley, ua qhov zoo sib xws. Txawm hais tias lub Yim Hli Ntuj kev taw qhia muag muag, Micron "tseem tsis tau them tag nrho cov piper ntawm qhov kev thov," nrog cov ntaub ntawv chaw tseem tsis tau pom qhov tsis muaj zog, nws sau rau hauv daim ntawv tshawb fawb.
"Peb xav tias cov neeg siv khoom lag luam tsis muaj zog ntxiv thiab twb muaj qhov qhia tau tias qeeb hauv kev lag luam server uas yuav ua rau muaj kev txiav ntxiv," sau O'Malley, uas tseem muaj qhov ntsuas qhov hnyav ntawm Micron.
Micron tseem tab tom hloov mus rau kev saib xyuas ntau dua ntawm kev ntxiv peev xwm, thiab tam sim no cia siab tias yuav siv cov khoom siv wafer fab hauv lub Yim Hli 2023 xyoo nyiaj txiag yuav poob qis los ntawm kwv yees li $ 12 nphom nws xav tias yuav siv nyiaj xyoo 2022. (Sadana tsis kam muab ntau dua. Precise forecast.)
Citi semi khoom tus kws tshuaj ntsuam xyuas Atif Malik khaws nws qhov kev kwv yees rau $ 80 nphom hauv ntiaj teb wafer fab kev siv nyiaj hauv xyoo 2023, uas yuav poob 16% los ntawm nws qhov kwv yees xyoo 2022 ntawm $ 95 billion. Nyob rau hauv lub hlis tom ntej, nws cia siab tias yuav "nthuav dav capex tshaj tawm" los ntawm lub cim xeeb nti tuam txhab uas muag thiab thib ob-theem foundries, thiab ncua sij hawm nyob rau hauv lub saum toj-tier foundries.
Muaj ob peb qhov zoo offsets rau Micron cov tub ua lag luam, txawm li cas los xij. Rau ib qho, lub tuam txhab yuav rov qab ze li $ 1 nphom ntawm cov khoom lag luam hauv lub Tsib Hlis lub quarter, thiab tau cog lus tias yuav muaj kev nruj ntxiv ntawm kev yuav khoom hauv lub yim hli ntuj. Thiab ib tug xov tooj ntawm cov kws tshuaj ntsuam tau taw qhia tias cov Tshuag tam sim no trading tsuas yog plaub hau saum toj no tus nqi, muab qee qhov kev tiv thaiv downside rau cov tub ua lag luam.
Sau ntawv rau Eric J. Savitz ntawm [email tiv thaiv]
Micron's Weak Outlook Crushes Chip Stocks. Muaj teeb meem ntau tuaj rau Tech.
Ntawv loj
Tau qhov twg los: https://www.barrons.com/articles/micron-earnings-chip-tech-stocks-51656700163?siteid=yhoof2&yptr=yahoo