算笔账 一批十万的呆料压在库存 每月仓储费➕资金成本至少5k 放半年就亏3万 有料单不知道怎么推广？ 优势物料，特价出售 | 品牌 | 型号 | 年份 | 数量 | | --- | --- | --- | --- | | 美光 | MT41K256M16TW-107:P | 25+ | 10K | | SK海力士 | H5CG48AGBDX018N | 25+ | 12800 | | | MT25QL128ABA8E12-0AAT | 25+ | 10K | | 美光 | TR | | | | --- | --- | --- | --- | | 美光 | MT25QL128ABA8E12-0SIT | 25+ | 10K | | 美光 | MT29F2G08ABAGAH4-IT:G | 25+ | 10K | | 美光 | MT29F4G08ABADAH4-IT:D | 25+ | 10K | | | TR | | | | | MT29F1G08ABAFAH4- | | | | 美光 | AAT:F TR | 25+ | 10K | | 美光 | MT41J128M16JT-125:K TR | 25+ | ...

国家知识产权局信息显示，德州仪器公司取得一项名为"具有可调整偏置的预驱动器级"的专利，授权公 告号CN113315500B，申请日期为2021年2月。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 作者：情报员 ...

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, with the aim of buying high and selling higher, capitalizing on established price movements [1] Company Overview: Texas Instruments (TXN) - Texas Instruments currently holds a Momentum Style Score of A, indicating strong momentum characteristics [2] - The company has a Zacks Rank of 2 (Buy), suggesting a favorable outlook compared to the market [3] Price Performance - Over the past week, TXN shares increased by 0.9%, outperforming the Zacks Semiconductor - General industry, which rose by 0.39% [5] - In the last month, TXN's price change was 24.6%, compared to the industry's 20.76% [5] - Over the past quarter, TXN shares rose by 32.16%, while the S&P 500 only increased by 1.56% [6] - In the last year, TXN shares are up 19.92%, compared to the S&P 500's 16.34% [6] Trading Volume - TXN's average 20-day trading volume is 7,505,243 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the past two months, four earnings estimates for TXN have been revised upwards, with no downward revisions, leading to an increase in the consensus estimate from $6.05 to $6.24 [9] - For the next fiscal year, one estimate has moved upwards, with no downward revisions during the same period [9] Conclusion - Given the strong momentum indicators and positive earnings outlook, TXN is positioned as a promising investment opportunity with a Momentum Score of A [11]

Core Viewpoint - The article highlights significant upgrades in stock ratings for various companies, indicating potential investment opportunities based on recent performance and future outlooks [1] Group 1: Company Upgrades - HSBC upgraded UPS (UPS) to Buy from Hold with a price target of $125, increased from $100, citing Q4 results that exceeded expectations and strong margin potential by the end of 2026 as disruptions fade [2] - BofA upgraded Texas Instruments (TXN) to Neutral from Underperform with a price target of $235, up from $185, driven by industrial inventory replenishment and growth in data center power and automotive markets [2] - BofA upgraded Microchip (MCHP) to Buy from Neutral with a price target of $95, raised from $78, noting significant potential for earnings upgrades as the 2027 sales forecast of $7 billion is below previous peaks [2] - Rothschild & Co Redburn upgraded Visa (V) to Buy from Neutral with a price target of $385, up from $327, anticipating a shift in e-commerce dynamics that favors card networks [2] - Morgan Stanley upgraded Johnson & Johnson (JNJ) to Overweight from Equal Weight with a price target of $262, increased from $200, based on higher estimates for new products and a higher valuation multiple [2]

Market Overview - The Federal Reserve maintained the federal funds rate target range at 3.5%-3.75%, aligning with market expectations[9] - The Hang Seng Index closed at 27,827, down 2.58% for the day but up 8.57% year-to-date[3] - The S&P 500 index closed at 6,978, with a slight decrease of 0.01% for the day and a year-to-date increase of 1.94%[3] Stock Performance - Gold prices surged, with spot gold exceeding $5,280 per ounce, marking a monthly increase of over 22%[9] - Semiconductor stocks saw significant gains, with the Philadelphia Semiconductor Index rising by 2.34%[9] - Major tech stocks showed mixed results, with Intel up 11.04% and Microsoft down 6% post-earnings report[9] Sector Highlights - Oil stocks continued to rise, with Shanghai Petrochemical gaining over 5% due to geopolitical tensions driving oil prices up by 3%[9] - New consumer concept stocks performed well, with a snack retail chain soaring 69% on its debut[9] - Airline stocks faced pressure, with China Southern Airlines down 6.83% due to rising operational costs[9] Economic Indicators - The U.S. dollar index fell to 95.51, the lowest since February 2022, contributing to the rise in gold prices[9] - The Japanese yen strengthened, impacting export-related stocks negatively, with Toyota down 3.24%[13] - The Bank of Japan raised its policy rate to 0.75%, the highest in 30 years, indicating a cautious approach to future rate hikes[13]

Investment Rating - The report indicates a positive investment outlook for the semiconductor industry, particularly favoring companies like Texas Instruments, Renesas, and STMicroelectronics as preferred picks for exposure to the recovery [2]. Core Insights - The semiconductor inventory is starting to build in the channel, with a month-over-month increase of 4% and a year-over-year average price increase of 2% [2]. - Pricing trends show a general decline in the low to mid single digits through 2023 and 2024, stabilizing in 2025, with signs of increases in 2026 [3]. - The report highlights that MCU and MPU inventories have increased by 7% and 31% month-over-month, respectively, driven by Microchip's significant inventory build [4]. - The pricing environment remains supportive, with average year-over-year pricing flat on a revenue exposure weighted basis [26]. Summary by Sections Inventory Trends - Inventory levels are generally stable, with MCU inventories showing a 323% increase compared to January 2023 [32]. - Nexperia's unit inventory has stabilized, with a month-over-month increase of 4% and a year-over-year price increase of 30-50% [8][10]. Pricing Trends - The Like-for-Like Price Index has been restated to better reflect pricing trends, showing an average price increase of 1% month-over-month and 2% year-over-year [3][25]. - Pricing for Texas Instruments has increased by approximately 13% for two consecutive months, while Infineon's pricing has decreased by around 8% [5]. Company Observations - Microchip's unit inventories have increased significantly, although the reasons for this increase remain unclear [5]. - The report notes that pricing for transistors and diodes has seen limited impact from disruptions, with average pricing remaining stable [20][22].

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

Group 1 - Texas Instruments (NASDAQ:TXN) is highlighted as a top semiconductor stock pick by Goldman Sachs, with a focus on potential gains in the data center market by 2026 [1] - Evercore ISI maintains an Outperform rating on Texas Instruments with a price target of $226, citing underweight investor positioning in analog and microcontroller semiconductors ahead of Q4 earnings [1][2] - Stifel raised its price target on Texas Instruments from $170 to $200, maintaining a Hold rating based on signs of cyclical recovery in Q3 2025 results [3] Group 2 - All end markets for Texas Instruments showed growth both sequentially and year-over-year, with data center performance noted as a key strength driving revenue increases in various sectors [4] - Texas Instruments reported trailing twelve-month free cash flow of $2.27 billion, representing 19.4% of trailing twelve-month sales, indicating strong cash flow production [5] - The upcoming Capital Management Day webinar is seen as a potential catalyst for margin improvements into 2027, despite concerns over valuation and expectations of slower revenue growth in Q1 [2]

Group 1 - Lee & Man Paper Manufacturing (02314) rose nearly 6% after Nine Dragons Paper announced a profit forecast of approximately 2.15 billion to 2.25 billion yuan for the six months ending December 31, 2025, representing a year-on-year increase of 216.0% to 230.7% [1] - New Oriental Education (09901) increased nearly 4% following the release of its financial results for the second quarter of fiscal year 2026, showing a 14.7% year-on-year increase in net revenue and a 244.4% rise in operating profit [1] - Jolywood (06680) surged nearly 7% as rare earth prices continued to rise, with neodymium and praseodymium oxide prices increasing by over 120,000 yuan per ton [1] Group 2 - Chinese property management stocks saw a significant rise, with Sunac Services (01516) up 5.67% and Greentown Services (02869) up 5.81%, as a report predicted an average revenue growth of 6% for property management companies by 2025 [2] - Valiant Pharmaceuticals (09887) gained nearly 4% after receiving FDA fast track designation for its dual-specific antibody LBL-034 for treating relapsed/refractory multiple myeloma [2] - The commercial aerospace sector showed signs of recovery, with Junda Co. (02865) rising 12.1% as the China Aerospace Science and Technology Corporation emphasized the importance of the next decade for developing a strong aerospace industry [2] Group 3 - Aigo Group (00328) experienced a dramatic drop, falling over 88% at one point, with a total market value dropping below 35 million HKD [3] - China Overseas Development (00688) rose over 4.2% as Citigroup's report indicated that the Chinese real estate sector would face significant impairment and margin decline challenges in fiscal year 2025 [3] - Yuegangwan Holdings (01396) increased by 8% after announcing a share placement to raise 108 million yuan, with about 70% allocated for AI computing power cloud service projects [3] Group 4 - Junda Co. (02865) saw a rise of 11.99% as the China Aerospace Science and Technology Corporation held a meeting emphasizing the need to overcome challenges in commercial rocket launches and reusable technology [4] Group 5 - In the US market, New Oriental (EDU.US) rose 5.32% after reporting a net revenue of 1.191 billion USD for the second quarter of fiscal year 2026, a 14.7% year-on-year increase [5][6] - Semiconductor equipment and materials sector saw gains, with Texas Instruments (TXN.US) up 9.94% as it projected first-quarter revenue between 4.32 billion and 4.68 billion USD, slightly above analyst expectations [5] - Storage sector stocks surged, with Seagate Technology (STX.US) up 19.14% as it projected third-quarter revenue of 2.9 billion USD, significantly higher than analyst estimates [5]

Core Insights - Texas Instruments (TI) reported Q4 2025 earnings that included a slight revenue miss but saw a positive market reaction with shares rising 9.9% [1][2][3] Financial Performance - TI's revenue increased by 10% year over year to $4.42 billion, slightly below the analyst consensus of $4.45 billion [2] - Unadjusted earnings per diluted share fell by 2% to $1.27, missing the expected $1.29 due to unexpected charges of $0.06 per share related to goodwill impairment and tax items [2] Market Reaction - Despite the earnings miss, investors focused on positive aspects, leading to a significant increase in stock price [1][3] - Guidance for the next quarter was above current market projections, indicating confidence in future performance [3] Strategic Developments - TI is ramping up production at a new chip-making facility in Sherman, Texas, ahead of schedule, which will produce voltage regulators for high-powered computers [3][4] - Data center orders surged by 70% year over year, highlighting a growing segment for TI that was not previously reported [3] Competitive Advantage - TI's in-house manufacturing capabilities allow it to produce high volumes of products, contrasting with third-party manufacturers that are currently booked with AI-related orders [5] - The company's manufacturing operations are based in Texas and Utah, providing a strategic advantage without concerns over tariffs [5] Future Outlook - The market's positive response to TI's earnings reflects confidence in the company's pivot towards data centers and its in-house manufacturing strategy [6]