1) There’s plenty of bad news within$英特爾(INTC.US)$'s report, and recent news/reports about competitors ($台積電(TSM.US)$'s A16 commentary, reported demand for$英偉達(NVDA.US)$'s Arm-powered GB200, reported IPC gains for$美國超微公司(AMD.US)$'s Zen 5) don’t help matters either. But with the EV down to ~$170B, maybe we’re at the point where the stock could work again on an SOTP basis, at least for a trade, given the value of Intel’s assets/IP, som...
Morning Movers Gapping up $特斯拉(TSLA.US)$stock soared 12% following the announcement of earlier releases for "more affordable" car versions, despite first-quarter results falling short of Wall Street estimates. $AT&T(T.US)$stock increased by 3.6% after reporting stronger-than-expected subscriber growth and surpassing free cash flow growth in the first quarter. $Visa(V.US)$stock grew 2.4% as the credit card company's second...
$英特爾(INTC.US)$ Big Red Week for Intel Intel experienced a sharp selloff last week after reporting billions in losses from its foundry business. Apparently, investors didn't like the headlines. Head-and-Shoulders Pattern? The selling corresponds with the price breaking down below the neck line of a head-and-shoulders pattern as well as a long-term Fib level. There was high volume associated with the selling. This adds validity to the bearishness. Bearish candlestick pattern...
Humanoid robots are marvels of modern engineering, requiring a diverse array of components such as actuators for movement, sensors for environmental interaction, advanced control systems for decision-making, reliable power supplies, sophisticated chips for processing, cutting-edge software for operations, and communication systems to interact with the world around them. Each part is crucial, and theprecision...
The development of AI is expected to bring revolutionary changes to the humanoid robot industry. End-to-end AI is completely different from prior rule-based control, meaning the software system itself can execute the task from original commands and scenarios to final outputs under AI self-generated rules instead of software engineers' pre-programmed rules. In February,$微軟(MSFT.US)$, OpenAI, ...
Texas Instruments is popular for its long-term performance in share price appreciation and dividend growth. However, due to economic headwinds and high capital expenditures, the dividend isn't fully covered by its FCF, resulting in slower dividend growth in the short term.
德州儀器股票討論區
Random thoughts on semis:
Green day
Specifically for Tesla, it’s quite amazing that it is rallying off a very poor earnings.
Sometimes, the market rallies on bad earnings could be because the bad results weren’t as bad as previously feared. Sometimes, peope buy into the “future growth” theory.
Whether all these rebounds are dead cat bounces, it remains to be seen.
PS: definitely not complaining about this pop
$SPDR 標普500指數ETF(SPY.US)$$標普500指數(.SPX.US)$$Visa(V.US)$$波音(BA.US)$$德州儀器(TXN.US)$$渤健公司(BIIB.US)$$愛彼迎(ABNB.US)$$美國銀行(BAC.US)$$迪士尼(DIS.US)$$蘋果(AAPL.US)$$Meta Platforms(META.US)$$微軟(MSFT.US)$$英偉達(NVDA.US)$$台積電(TSM.US)$$超微電腦(SMCI.US)$$Coinbase(COIN.US)$$谷歌-A(GOOGL.US)$
專欄Today's Morning Movers and Top Ratings: TSLA, V, UBER, ABNB and More
Gapping up
$特斯拉(TSLA.US)$ stock soared 12% following the announcement of earlier releases for "more affordable" car versions, despite first-quarter results falling short of Wall Street estimates.
$AT&T(T.US)$ stock increased by 3.6% after reporting stronger-than-expected subscriber growth and surpassing free cash flow growth in the first quarter.
$Visa(V.US)$ stock grew 2.4% as the credit card company's second...
本週焦點
在經濟增長方面,市場預計美國第一季度實際GDP年化季環比初值僅增長2%,相比上一季度的3.4%大幅放緩,顯示在持續高利率的影響下,美國經濟開始顯露減速跡象。儘管如此,去年整年美國經濟展現出一定的韌性,主要得益於消費者支出和地方政府的支出增長。
從政策前景來看,聯儲局官員可能需要重新評估對抗通脹的策略,因爲目前的數據顯示抗通脹的進展已經停滯。這可能意味着聯儲局將需要將利率維持在較高水平上比預期更長的時間。
本週同樣是重要的業績周,許多企業巨頭將公佈他們的季度業績,市場將密切關注這些報告以評估經濟和各行各業的健康狀況。這些數據和報告將對市場情緒和政策預期產生重要影響。
$SAP SE(SAP.US)$$Cadence Bancorp(CADE.US)$$希捷科技(STX.US)$$特斯拉(TSLA.US)$$Spotify Technology(SPOT.US)$$德州儀器(TXN.US)$$Meta Platforms(META.US)$$ServiceNow(NOW.US)$$波音(BA.US)$$微軟(MSFT.US)$$谷歌-A(GOOGL.US)$$西部數據(WDC.US)$$埃克森美孚(XOM.US)$
...
專欄Is Intel in Trouble?
Big Red Week for Intel
Intel experienced a sharp selloff last week after reporting billions in losses from its foundry business. Apparently, investors didn't like the headlines.
Head-and-Shoulders Pattern?
The selling corresponds with the price breaking down below the neck line of a head-and-shoulders pattern as well as a long-term Fib level. There was high volume associated with the selling. This adds validity to the bearishness. Bearish candlestick pattern...
專欄Unveiling the Humanoid Robot Supply Chain: Who Will Benefit from Component Manufacturing?
專欄Embracing the Dawn of AI and Humanoid Robotics: How to Capitalize on the Industry's Breakout Year
In February, $微軟(MSFT.US)$ , OpenAI, ...
1953年上市,主要做半導體設計和製造業務,全球化市場,當前價格162。
5年來營收2020到2022年中間3年增長,首尾兩年萎縮,平均增速2.1%,營業利潤也是中間3年增長,平均增速0.8%,淨利潤平均增速3.2%。
目前市盈率22.9,股息率3.1%,按5年平均淨利67.3億計算市盈率爲21.9,無論按增長股還是週期股來看估值都不低,缺乏吸引力。
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