8月芯片销售火爆花旗加大看涨呼声：亚德诺(ADI.US)仍为首选标的

智通财经网10-08

智通财经获悉，花旗表示，在看到8月半导体销售数据强于预期后，正加大对半导体领域的看涨力度。亚德诺(ADI.US)仍是花旗在该领域的首选，同时该投行对AMD (AMD.US)、博通(AVGO.US)、美光科技(MU.US)、微芯科技(MCHP.US)和德州仪器(TXN.US)也给予“买入”评级。花旗分析师Christopher Danely在一份投资者报告中写道:“我们将2024年半导体销售额预测从...

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(AMD.US)、博通(AVGO.US)、美光科技(MU.US)、微芯科技(MCHP.US)和德州仪器(TXN.US)也给予“买入”评级。花旗分析师Christopher Danely在一份投资者报告中写道:“我们将2024年半导体销售额预测从...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1191321.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1861219969.SGD","symbol_name":"Blackrock Future of Transport A2 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Danely在一份投资者报告中写道:“我们将2024年半导体销售额预测从同比增长14%上调至同比增长17%，即6166亿美元，因为我们预计24年第三季度和第四季度的增长将高于季节性增长。我们预计，不含分立器件的产品数量将同比增长1%，平均售价将同比增长18%。”Danely补充说，8月份的强劲表现大部分是由DRAM芯片驱动的，这“超越了季节性”。8月份的总销售额为562亿美元，高于Danely预期的514亿美元;销售额环比增长15.4%，高于Danely预测的5.7%的增幅和6.7%的季节性增幅。定价“远高于季节性因素”，不含分立器件产品的平均售价环比上涨14.2%，高于Danely预测的2.7%和5.7%的季节性平均涨幅。与去年同期相比，不含分立器件产品的平均销售价格同比上涨29%，远高于Danely预计的16.1%的涨幅。Danely写道:“由于2023年的销量下降了19%，这是自2001年以来最严重的调整，我们认为将会有库存补充，同比增长应该会继续上升。”更多港股重磅资讯，下载智通财经app更多港股及海外理财资讯，请点击www.zhitongcaijing.com（搜索“智通财经”）；欲加入智通港股投资群，请加智通客服微信(ztcjkf)","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; 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8月芯片销售火爆 花旗加大看涨呼声：亚德诺(ADI.US)仍为首选标的

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8月芯片销售火爆花旗加大看涨呼声：亚德诺(ADI.US)仍为首选标的