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刚冒芽的韭黄online

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- 刚冒芽的韭黄online刚冒芽的韭黄online
  ·2024-05-06
  😲 omg omg omg omg 欧米茄
  337 评论
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- 刚冒芽的韭黄online刚冒芽的韭黄online
  ·04-14
  牛牛
  当关税和衰退风暴来临，谁能不被“芯”伤？花旗押宝亚德诺和德州仪器
  该行对安森美半导体、英特尔和格芯的盈利预期下调幅度最大。该行认为，半导体库存处于低位，应能缓冲冲击。该行对亚德诺和德州仪器最为看好，列为首选股，认为它们在经济低迷时期具有防御性。其他被评为“买入”的股票包括博通、微芯科技、美光科技和恩智浦半导体。
  当关税和衰退风暴来临，谁能不被“芯”伤？花旗押宝亚德诺和德州仪器
  151 评论
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- 刚冒芽的韭黄online刚冒芽的韭黄online
  ·2024-08-31
  根据可口可乐公司的分红信息，截至2024年9月13日，每股股息为0.485美元。以每月一股计算，每个月的股息金额为0.485美元。
  @Boka：
  $可口可乐(KO)$ 我想请教一下，可乐每个月一股的股息是多少钱？
  $可口可乐(KO)$ 我想请教一下，可乐每个月一股的股息是多少钱？
  1,324 评论
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- 刚冒芽的韭黄online刚冒芽的韭黄online
  ·2024-08-23
  $苹果(AAPL)$ 今年出货量预计增加
  2,140 评论
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- 刚冒芽的韭黄online刚冒芽的韭黄online
  ·2024-08-09
  哈哈哈哈啊哈啊哈哈哈哈哈哈哈哈哈333
  1,217 评论
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- 刚冒芽的韭黄online刚冒芽的韭黄online
  ·2024-08-09
  哈哈哈哈啊哈啊哈哈哈哈哈哈哈哈哈2222
  1,050 评论
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- 刚冒芽的韭黄online刚冒芽的韭黄online
  ·2024-08-09
  哈哈哈哈啊哈啊哈哈哈哈哈哈哈哈哈
  682 评论
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- 刚冒芽的韭黄online刚冒芽的韭黄online
  ·2024-07-24
  哈哈厉害
  1,198 评论
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- 刚冒芽的韭黄online刚冒芽的韭黄online
  ·2024-07-24
  
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- 刚冒芽的韭黄online刚冒芽的韭黄online
  ·2024-07-24
  哈哈
  999 评论
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href=\"https://laohu8.com/S/INTC\">英特尔</a>和格芯的盈利预期下调幅度最大。</p><p>该行预计公司业绩指引尚可，但后续或将面临下调。虽然该行预计2025年第二季度的指引略低于市场预期，但该行认为随着企业消化关税影响，本季度及今年晚些时候会有更大幅度的下调。该行预测财报季期间每股收益(EPS)平均将下降10%，2025年晚些时候还会进一步下降。</p><p>该行认为当前关税可能会持续存在，因此预计经济将陷入衰退，进而下调盈利预期20%。考虑到关税引发经济衰退的预期，该行已将覆盖范围内公司的盈利预期平均下调了20%，并下调目标价。</p><p>该行认为风险最大的是低利润率股票，如安森美半导体、<a href=\"https://laohu8.com/S/MU\">美光科技</a>和格芯，它们的利润率波动也较大。</p><p>该行认为，半导体库存处于低位，应能缓冲冲击。半导体产品数量在过去三年下降了22%，该行认为这表明大多数产品的库存低于平均水平。一旦供应链和关税变得更加稳定和可预测，预计市场将出现大幅反弹，类似于新冠疫情时期。</p><p>历史数据显示，像亚德诺和德州仪器这样的高端模拟半导体公司通常在经济低迷时期表现突出，该行预计在预期的经济衰退中也会如此。由于销售额和产品数量较峰值下降了约25%，考虑到更健康的库存动态，该行认为模拟芯片领域在经济衰退时应具有相对较强的韧性。</p><p>此外，该行下调了对四大云服务提供商2025年和2026年数据中心资本支出的预测，从之前预计的同比增长40%和20%，分别下调至35%和15%。该行预计每家半导体公司都会下调盈利预期，即使是人工智能领域的公司。</p><p>费城半导体指数(SOX)的市盈率自2024年7月以来已下跌37%，目前处于区间中部。该指数市盈率从2024年7月峰值下跌了约37%，目前基于未来12个月预期每股收益的市盈率为23倍，大致处于其12倍至30倍历史区间的中部。</p><p>该行对亚德诺和德州仪器最为看好，列为首选股，认为它们在经济低迷时期具有防御性。其他被评为“买入”的股票包括博通、<a href=\"https://laohu8.com/S/MCHP\">微芯科技</a>(MCHP.US)、美光科技和<a href=\"https://laohu8.com/S/NXPI\">恩智浦</a>半导体。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>当关税和衰退风暴来临，谁能不被“芯”伤？花旗押宝亚德诺和德州仪器</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 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class=\"title\">\n当关税和衰退风暴来临，谁能不被“芯”伤？花旗押宝亚德诺和德州仪器\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-14 16:39 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1278104.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>花旗集团近日发布半导体行业报告，预计财报季期间企业给出的业绩指引尚可，但随着企业逐步消化关税影响，预计将下调指引，本季度晚些时候市场普遍预期的盈利预期平均将下降10%。该行预计今年晚些时候企业还会再次下调指引，考虑到潜在的经济衰退，该行已将覆盖范围内公司的盈利预期平均下调了20%，同时将亚德诺和德州仪器列为该行首选股。鉴于对经济衰退的预期，在经济衰退期间表现优异的亚德诺和德州仪器目前是该行首选股。...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1278104.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f5e8aba7de194dc92d26747c1cfec057","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1278104.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2527026599","content_text":"花旗集团近日发布半导体行业报告，预计财报季期间企业给出的业绩指引尚可，但随着企业逐步消化关税影响，预计将下调指引，本季度晚些时候市场普遍预期的盈利预期平均将下降10%。该行预计今年晚些时候企业还会再次下调指引，考虑到潜在的经济衰退，该行已将覆盖范围内公司的盈利预期平均下调了20%，同时将亚德诺和德州仪器列为该行首选股。鉴于对经济衰退的预期，在经济衰退期间表现优异的亚德诺和德州仪器目前是该行首选股。由于该行预计博通指引下调幅度将小于平均水平，该公司成为第三选择。该行对安森美半导体、英特尔和格芯的盈利预期下调幅度最大。该行预计公司业绩指引尚可，但后续或将面临下调。虽然该行预计2025年第二季度的指引略低于市场预期，但该行认为随着企业消化关税影响，本季度及今年晚些时候会有更大幅度的下调。该行预测财报季期间每股收益(EPS)平均将下降10%，2025年晚些时候还会进一步下降。该行认为当前关税可能会持续存在，因此预计经济将陷入衰退，进而下调盈利预期20%。考虑到关税引发经济衰退的预期，该行已将覆盖范围内公司的盈利预期平均下调了20%，并下调目标价。该行认为风险最大的是低利润率股票，如安森美半导体、美光科技和格芯，它们的利润率波动也较大。该行认为，半导体库存处于低位，应能缓冲冲击。半导体产品数量在过去三年下降了22%，该行认为这表明大多数产品的库存低于平均水平。一旦供应链和关税变得更加稳定和可预测，预计市场将出现大幅反弹，类似于新冠疫情时期。历史数据显示，像亚德诺和德州仪器这样的高端模拟半导体公司通常在经济低迷时期表现突出，该行预计在预期的经济衰退中也会如此。由于销售额和产品数量较峰值下降了约25%，考虑到更健康的库存动态，该行认为模拟芯片领域在经济衰退时应具有相对较强的韧性。此外，该行下调了对四大云服务提供商2025年和2026年数据中心资本支出的预测，从之前预计的同比增长40%和20%，分别下调至35%和15%。该行预计每家半导体公司都会下调盈利预期，即使是人工智能领域的公司。费城半导体指数(SOX)的市盈率自2024年7月以来已下跌37%，目前处于区间中部。该指数市盈率从2024年7月峰值下跌了约37%，目前基于未来12个月预期每股收益的市盈率为23倍，大致处于其12倍至30倍历史区间的中部。该行对亚德诺和德州仪器最为看好，列为首选股，认为它们在经济低迷时期具有防御性。其他被评为“买入”的股票包括博通、微芯科技(MCHP.US)、美光科技和恩智浦半导体。","news_type":1},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":344520854614352,"gmtCreate":1725103848405,"gmtModify":1725103850673,"author":{"id":"3586481422097138","authorId":"3586481422097138","name":"刚冒芽的韭黄online","avatar":"https://static.tigerbbs.com/9356eb27dc632a1147091c09a7d738c3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586481422097138","authorIdStr":"3586481422097138"},"themes":[],"htmlText":"根据可口可乐公司的分红信息，截至2024年9月13日，每股股息为0.485美元。以每月一股计算，每个月的股息金额为0.485美元。","listText":"根据可口可乐公司的分红信息，截至2024年9月13日，每股股息为0.485美元。以每月一股计算，每个月的股息金额为0.485美元。","text":"根据可口可乐公司的分红信息，截至2024年9月13日，每股股息为0.485美元。以每月一股计算，每个月的股息金额为0.485美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344520854614352","repostId":"344444950794520","repostType":1,"repost":{"id":344444950794520,"gmtCreate":1725085315191,"gmtModify":1725085316763,"author":{"id":"3570001802002070","authorId":"3570001802002070","name":"Boka","avatar":"https://static.tigerbbs.com/01cae0081e14b90a81326d183654e12f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570001802002070","authorIdStr":"3570001802002070"},"themes":[],"htmlText":"<a 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