摩根士丹利：半导体-北美周报：第 1 周收益 (TXN、LRCX、TER、WDC、ON
摩根大通·2024-10-28 00:26
更多资料加入知识星球:水木调研纪委 关注公众号:水木纪委 Morgan Stanley | RESEARCH October 21, 2024 04:01 AM GMT Semiconductors | North America Weekly: Earnings Week 1 (TXN, lrcx, ter, wdc, on The industry backdrop continues to be that there is strength Al/ cloud, and a gradual U shaped bottoming process elsewhere; our first week of US semis earnings should mostly point to the latter. TXN (UW, reporting after the market close on Tuesday, October 22): Seasonality vs Analog Strength. We see a mixed set up for TXN as seasonality suggests ...