оƬҵһ˦ÍÇÊÆ£¬Ã÷Äêµ½µ×ÓÐɶÀûºÃÏûÏ¢£¿
·ÖÎöʦԤ²âоƬÊг¡¼Ì½ñÄêË¥ÍËÔ¼1%Ö®ºó£¬2017Äê¿ÉÍûÓÐ5%µÄ³É³¤¡£
ÃÀ¹ú»ª¶û½Ö(Wall Street)µÄһλ×ÊÉî·ÖÎöʦԤ²â£¬°ëµ¼Ìå²úÒµÔÚ¾Àú½ñÄêµÄÂÔΪ˥ÍËÖ®ºó£¬Ã÷Ä꽫»Ö¸´µäÐͳɳ¤Ë®×¼£»ÆäËûÊг¡¹Û²ì¼ÒÒ²ÈÏΪÃ÷Äê»á¸üºÃ£¬ÒòΪPCÓë´æ´¢Æ÷µÄÐèÇó³É³¤£¬¶øÄÜÓнñÄêÏà½Ï³Öƽ»òÂÔ΢³É³¤µÄ±íÏÖ¡£
µÂÒâÖ¾ÒøÐÐ(Deutsche Bank)·ÖÎöʦRoss SeymoreÔÚһƪ×îб¨¸æÖÐÔ¤²â£¬Ð¾Æ¬Êг¡¼Ì½ñÄêË¥ÍËÔ¼1%Ö®ºó£¬2017Äê¿ÉÍûÓÐ5%µÄ³É³¤£»¶ø×ÊÁÏÖÐÐĽ«ÊÇÃ÷Äê³É³¤×î¿ìËÙµÄÓ¦ÓÃÁìÓò£¬·ù¶È¿É´ï10%£¬Æä´ÎÔòΪÆû³µÓ¦ÓÃÊг¡ÓëͨѶӦÓÃÊг¡£¬Ô¤ÆÚ·Ö±ðÓÐ9%Óë7%µÄ³É³¤ÂÊ¡£
ÖÁÓÚPCÈÔ»áÊÇ2017ÄêоƬ²úÒµµÄÒ»´óÀÛ׸£¬½«³öÏÖ2%µÄË¥ÍË£»´ËÍâÏû·ÑÐÔµç×ÓÒÔ¼°¹¤ÒµÓ¦ÓÃÊг¡Ô¤ÆÚÓÐÔ¼4%µÄ³É³¤£¬ÓëÕûÌåоƬÊг¡Ç÷ÊÆÏà·û£»SeymoreÒ²¿´ºÃÐÂÐ˵ÄÎÞÈË»úÒÔ¼°ÐéÄâʵ¾³(VR)Ó¦ÓÃÁìÓò£¬¶øËû±íʾ²úÒµÖ÷ÒªµÄ³É³¤¶¯Á¦½«ÔÚ2017ÉÏ°ëÄê³öÏÖ¡£
ÊÀ½ç°ëµ¼ÌåóÒ×ͳ¼Æ×éÖ¯(WSTS)µÄ×îÐÂÔ¤²â¾ÍÏԵýÏΪ±£ÊØ£¬¸Ã»ú¹¹Ô¤²â2016ÄêоƬÊг¡ÏúÊÛ¶î¿É´ïµ½3,349.53ÒÚÃÀÔª£¬½Ï2015ÄêË¥ÍËÔ¼0.006%£»¶øоƬÊг¡ÔÚ2017Óë2018Äê¿ÉÍû·Ö±ðÈ¡µÃ3.3%Óë2.3%µÄ³É³¤¡£
¶ÀÁ¢°ëµ¼Ìå²úÒµ·ÖÎöʦMike CowenµÄÔ¤²âÊý¾ÝÔòÖ¸³ö£¬Ð¾Æ¬²úÒµ±íÏÖÔÚ5Ô·ݴﵽ¹Èµ×£¬Ë¥ÍË·ù¶È´ïµ½6.2%£¬µ«ÔÚÄÇÖ®ºóÖð½¥»ºÂý»ØΣ¬¹À¼Æ2016ÄêÕûÌå±íÏÖÓëÈ¥ÄêÏà½ÏÂÔΪ˥ÍË0.48%£¬µ«Ã÷Äê¿ÉÍûÓÐ4.66%µÄ³É³¤¡£
°ëµ¼Ìå²úÒµ·ÖÎöʦMike Cowen¸ù¾ÝWSTSµÄͳ¼ÆÊý¾ÝÕë¶Ô2016ÄêоƬ²úÒµ±íÏÖËù×öµÄÔ¤²â
ÔçÔÚ½ñÄê1Ô·ݣ¬¸÷¼Ò²úÒµ·ÖÎöʦ¶ÔоƬÊг¡µÄ³É³¤ÂÊÔ¤²âÒâ¼û·ÖÆ磬´Ó-3%µ½4%¶¼ÓУ»ÓÐЩ·ÖÎöʦ»ùÓÚ½ñÄê³õ³§ÉÌÃǵIJÒ売Ʊ¨Êý×Ö£¬µ÷½µÁ˶ÔÊг¡³É³¤ÂʵÄÔ¤²â£¬ºóÀ´ÓÖÒòΪ×ÔÇïÌìÆðÏÔÏÖµÄÀÖ¹ÛÇ÷ÊƶøÔٴε÷ÉýÔ¤²âÊý×Ö¡£
µÂÒâÖ¾ÒøÐеÄSeymoreÔ¤²â£¬ÔÚ¾ÀúÁ˹ýÈ¥ÊýÔ¼¸×®¸Ä±äÊг¡¾ÖÊƵĴóÐÍÊÕ¹º°¸¡¢ÀýÈç¸ßͨ(Qualcomm)ÊÕ¹º¶÷ÖÇÆÖ°ëµ¼Ìå(NXP)Ö®ºó£¬Ð¾Æ¬²úÒµÕû²¢·ç³±ÔÚÃ÷ÄêÉÏ°ëÄ꽫ÔÝʱƽϢ£»¶øËûÒ²Ö¸³ö£¬²úÒµÕû²¢Èð뵼ÌåÒµ¹É¼ÛÔÚ½ñÄêÏ°ëÄê´ïµ½Ê®ÄêÀ´µÄ×î¼Ñ±íÏÖ¡£
Õ¹Íû2017Ä꣬SeymoreÈÏΪÃÀ¹ú×¼×Üͳ´¨ÆÕ(Trump)Ô¤ÆÚ½«µ÷½µÆóҵ˰µÄ¾Ù´ë£¬¿ÉÄÜ»á¶ÔÉÙÊýоƬÖÆÔìÉÌ´øÀ´ÖØ´óÓ°Ï죻ÀýÈçÓ¢Ìضû(Intel)¡¢µÂÖÝÒÇÆ÷(TI)ÒÔ¼°½«ÓëADIºÏ²¢µÄÁèÁ¦¶ûÌØ(Linear)£¬¿ÉÍûÒòÄ¿Ç°Ïà¶Ô½Ï¸ßµÄË°ÂʵÃÒÔµ÷½µ¶øÈ¡µÃ×î´óÀûÒæ¡£´ËÍâLinear/ADIÓëNvidia¿ÉÍûÒòΪÆä¿É¹ÛµÄ¾³ÍâÏÖ½ð½áÓà(offshore cash balances)£¬¶ø»ñÒæÓÚ´Óº£Íâ»ØÊÕµÄÏÖ½ð¡£
¸ü¶à×îÐÂÐÐÒµ×ÊѶ£¬»¶Óµã»÷¡¶½ñÈÕ´óÊÂÒªÎÅ¡·£¡
- È«ÇòоƬ¿â´¢±¸»ò´¦ÓÚΣÏÕ±ßÔµ(02-18)
- ÖÐо¹ú¼ÊµÚËļ¾²Æ±¨¹«²¼(02-18)
- ¡°Öйú2011Äê¶Èµç×ӳɾͽ±¡±µÃ½±Ãûµ¥½ÒÏþ(02-28)
- 2011Äê1Ô±±ÃÀÉ豸¶©µ¥¶îС·ùÏ»¬(02-24)
- 2011,ÃÔÎíÖеĵç×Ó¹©Ó¦Á´(02-28)
- Ó¢·ÉÁè»ñµÂ¹ú¹¤Òµ´´Ð½±(02-28)