花旗tmt大会总结

塔子哥的随笔
Sep 04

在刚刚的tmt大会上,花旗研究人员和有关上市公司进行了接触,以下为花旗的总结:英飞凌对2026财年展望持谨慎态度,暗示市场共识预期未充分考虑中国市场的关税影响及价格战因素。相比之下,安森美表示业务保持稳定/符合季节性规律,且因市场份额提升,汽车终端市场表现强劲。我们预计安森美股价将迎来反),同时预期亚德诺在本月会议上将延续其上月释放的积极展望。工业板块表现最强,汽车领域仍显疲软。调研显示AI订单...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10