2024年10月15日,半导体行业整体出现了较大幅度的回调,整体下跌8.78%。在这股行业性调整浪潮中,芯片制造商亚德诺(ADI)股价也未能独善其身,盘中一度大跌5.13%,报224.54美元/股。
对于亚德诺股价的下跌,公开信息并未披露任何直接的原因。不过,从宏观的行业走势来看,半导体行业尤其是芯片制造环节近期确实面临一些挑战。首先是仍在持续的供应链问题,导致芯片供应一直存在压力;其次地缘政治局势动荡,也可能对相关企业的生产和销售带来不利影响。市场分析认为,这一行业面临的挑战可能是推动这一轮周期性调整的主导因素。
不过,值得注意的是,亚德诺公司最新的财报数据整体较为乐观,营收23.12亿美元,净利润3.92亿美元,毛利率达到48.6%的较高水平。此外,机构对该股的评级也较为看好,有58%的机构给予买入评级。因此,这一阶段的调整也为市场提供了较好的进场机会。但具体股价后市走势还需进一步观察半导体行业的发展态势。
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