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9月23日 - ** 芯片制造商Analog Devices 和Microchip Technology 的股价盘前下跌1%至1.5%。
** 券商Truist将两只股票的评级从 "买入 "下调至 "持有"；同时将半导体行业的评级从 "建设性 "下调至 "中性"
** Truist称，芯片行业的基本面在2024年第一季度达到顶峰，年同比增长20%，第二季度也显示出温和增长，"一致预期反映出从现在起将缓慢衰退"。
** 券商称 ADI 和 MCHP 基本面强劲，但 "在周期的这个阶段无法推荐这两只股票"。
** 补充说，在半导体行业，汽车和工业等一些终端市场正在触底，而数据中心等其他市场似乎已在第一季度达到顶峰
** 截至上次收盘，MCHP 下跌了约 14%，而 ADI 则上涨了 14
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