12月15日 - ** 芯片制造商股价下跌，因高盛指出人工智能杠杆作用有限且执行力 "乏善可陈
** 券商将Arm控股ARM.O的评级从 "中性 "下调至 "卖出"，股价下跌3.3%，报126.54美元
** 我们还预计 ARM 将继续增加研发支出，以寻求芯片制造机会，这将降低 27 财年/28 财年的财务杠杆。
** 德州仪器TXN.O评级从 "买入 "下调至 "卖出"，股价小幅下跌
** 券商指出，与同行相比，德州仪器在上一轮周期中的产能和库存选择可能会导致周期性利润扩张乏力。
** 高盛将Entegris ENTG.O的评级从 "中性 "下调至 "卖出"，股价下跌约3%，报89.82美元。
** 券商预计 ENTG 的表现将逊于竞争对手，并指出其建设半导体制造厂的资本支出缓慢
(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)
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