当关税和衰退风暴来临，谁能不被“芯”伤？花旗押宝亚德诺和德州仪器

智通财经04-14

花旗集团近日发布半导体行业报告，预计财报季期间企业给出的业绩指引尚可，但随着企业逐步消化关税影响，预计将下调指引，本季度晚些时候市场普遍预期的盈利预期平均将下降10%。该行预计今年晚些时候企业还会再次下调指引，考虑到潜在的经济衰退，该行已将覆盖范围内公司的盈利预期平均下调了20%，同时将亚德诺和德州仪器列为该行首选股。鉴于对经济衰退的预期，在经济衰退期间表现优异的亚德诺和德州仪器目前是该行首选股。...

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