巴克莱在财报季前降级Lumentum(LITE.US)等三只半导体股，转而“增持”科磊(KLAC.US)

智通财经10-21

智通财经APP获悉，在财报季开启前夕，巴克莱银行对多家半导体相关公司评级作出重要调整。该机构将Lumentum(LITE.US)、Astera Labs(ALAB.US)及迈威尔科技(MRVL.US)三家公司的评级从"增持"下调至"持股观望"，核心逻辑在于相较其他已切入AI赛道的个股，这三家公司的吸引力有所下降。巴克莱特别指出更看好科磊(KLAC.US)、Coherent(COHR.US)和 ...

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