BUZZ-德州仪器业绩喜人提振英飞凌和意法半导体股价

Reuters
23 Oct 2024

((自动化翻译由路透提供,请见免责声明 ))

10月23日 - ** 欧洲汽车芯片制造商英飞凌意法半导体德州仪器(TI) 令人鼓舞的业绩而上涨

** 英飞凌(Infineon)上涨 3.3%,在德国蓝筹股指数 中名列前茅,意法半导体(STMicro)上涨 2%,在法国 CAC 40 指数的蓝筹股中名列第二。

** 虽然工业需求继续受到高库存的影响,但德州仪器的业绩显示中国汽车市场的需求正在改善 (link)

** Bernstein 的 Sara Russo 解释说,虽然德州仪器的业绩并不理想,但围绕中国汽车市场韧性的评论对意法半导体和英飞凌都是积极的,同时投资者也在寻找周期的底部。

** 她说:"德州仪器表示情况不会变得更糟,这可能足以让投资者稍微乐观一些。

** TD Cowen 的分析师称,汽车半导体公司的收益会带来积极的惊喜,并补充说意法半导体和英飞凌等公司即将公布的业绩 "可能有助于重塑市场格局,并为该行业提供最新的长期观点"。

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