It's so fucking controversial _老虎社区_美港股上老虎

2024-02-05

It's so fucking controversial and ambiguous, many analysts rate it as holding or strong buy and, but JP Morgan rate it as medium? Why is that

BUZZ-GlobalFoundries falls as JP Morgan downgrades to "neutral"

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":270902254477496,"tweetId":"270902254477496","gmtCreate":1707142729903,"gmtModify":1707142801341,"author":{"id":3552146202898450,"idStr":"3552146202898450","authorId":3552146202898450,"authorIdStr":"3552146202898450","name":"Wendyju","avatar":"https://static.tigerbbs.com/3bad2d84378f73105cea4ee37e6266dc","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>It's so fucking controversial and ambiguous, many analysts rate it as holding or strong buy and, but JP Morgan rate it as medium? Why is that</p></body></html>","htmlText":"<html><head></head><body><p>It's so fucking controversial and ambiguous, many analysts rate it as holding or strong buy and, but JP Morgan rate it as medium? Why is that</p></body></html>","text":"It's so fucking controversial and ambiguous, many analysts rate it as holding or strong buy and, but JP Morgan rate it as medium? Why is that","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/270902254477496","repostId":2409876004,"repostType":2,"repost":{"id":"2409876004","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1707141479,"share":"https://www.laohu8.com/m/news/2409876004?lang=&edition=full","pubTime":"2024-02-05 21:57","market":"us","language":"en","title":"BUZZ-GlobalFoundries falls as JP Morgan downgrades to \"neutral\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2409876004","media":"Reuters","summary":"** GlobalFoundries Inc's    shares down 2.4% at $53.92 premarket after JP Morgan downgrades contract chipmaker to \"neutral\" from \"overweight\"   ** Brokerage cuts PT to $56 from $65   ** Specialty/mature node foundry manufacturing activity continues to decline broadly, potentially lagging semiconductor industry recovery trends by 1-2 quarters and is not adequately reflected in current consensus, JP Morgan says in research note   ** JPM says it believes GFS's FinFET  customers  at 12nm-16nm nodes migrating away to lower geometry nodes, which GFS does not support, adding \"the team may not be back filling these migrations as quickly as they are losing them\"   ** Now, 11 or 15 analysts rate GFS \"buy\" or \"strong buy\", rest have \"hold\" recommendations and their median PT is $69, per LSEG   ** Stock down 8.8% YTD through Fri close and off ~15% over the past 12 months ","content":"<html><body><p>** GlobalFoundries Inc's    shares down 2.4% at $53.92 premarket after JP Morgan downgrades contract chipmaker to \"neutral\" from \"overweight\"</p><p>   ** Brokerage cuts PT to $56 from $65</p><p>   ** Specialty/mature node foundry manufacturing activity continues to decline broadly, potentially lagging semiconductor industry recovery trends by 1-2 quarters and is not adequately reflected in current consensus, JP Morgan says in research note</p><p>   ** JPM says it believes GFS's FinFET (Fin Shaped Field Effect Transistor) customers (AMD, Qualcomm, Marvell, etc) at 12nm-16nm nodes migrating away to lower geometry nodes, which GFS does not support, adding \"the team may not be back filling these migrations as quickly as they are losing them\"</p><p>   ** Now, 11 or 15 analysts rate GFS \"buy\" or \"strong buy\", rest have \"hold\" recommendations and their median PT is $69, per LSEG</p><p>   ** Stock down 8.8% YTD through Fri close and off ~15% over the past 12 months</p><p> (Lance Tupper is a Reuters market analyst. The views expressed are his own)</p><p>((lance.tupper@thomsonreuters.com lance.tupper@tr.com 1-646-279-6380))</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BUZZ-GlobalFoundries falls as JP Morgan downgrades to \"neutral\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBUZZ-GlobalFoundries falls as JP Morgan downgrades to \"neutral\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-02-05 21:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>** GlobalFoundries Inc's    shares down 2.4% at $53.92 premarket after JP Morgan downgrades contract chipmaker to \"neutral\" from \"overweight\"</p><p>   ** Brokerage cuts PT to $56 from $65</p><p>   ** Specialty/mature node foundry manufacturing activity continues to decline broadly, potentially lagging semiconductor industry recovery trends by 1-2 quarters and is not adequately reflected in current consensus, JP Morgan says in research note</p><p>   ** JPM says it believes GFS's FinFET (Fin Shaped Field Effect Transistor) customers (AMD, Qualcomm, Marvell, etc) at 12nm-16nm nodes migrating away to lower geometry nodes, which GFS does not support, adding \"the team may not be back filling these migrations as quickly as they are losing them\"</p><p>   ** Now, 11 or 15 analysts rate GFS \"buy\" or \"strong buy\", rest have \"hold\" recommendations and their median PT is $69, per LSEG</p><p>   ** Stock down 8.8% YTD through Fri close and off ~15% over the past 12 months</p><p> (Lance Tupper is a Reuters market analyst. The views expressed are his own)</p><p>((lance.tupper@thomsonreuters.com lance.tupper@tr.com 1-646-279-6380))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","MS":"摩根士丹利","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4561":"索罗斯持仓","BK4573":"虚拟现实","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","BK4554":"元宇宙及AR概念","LU0106831901.USD":"贝莱德世界金融基金A2","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4512":"苹果概念","BK4527":"明星科技股","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","GFS":"GLOBALFOUNDRIES Inc.","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","BK4585":"ETF&股票定投概念","BK4127":"投资银行业与经纪业","LU1046421795.USD":"富达环球科技A-ACC","BK4575":"芯片概念","BUZZ":"VanEck Social Sentiment ETF","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","BK4515":"5G概念","BK4504":"桥水持仓","LU0971096721.USD":"富达环球金融服务 A","BK4579":"人工智能","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","BK4588":"碎股"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2409876004","content_text":"** GlobalFoundries Inc's    shares down 2.4% at $53.92 premarket after JP Morgan downgrades contract chipmaker to \"neutral\" from \"overweight\"   ** Brokerage cuts PT to $56 from $65   ** Specialty/mature node foundry manufacturing activity continues to decline broadly, potentially lagging semiconductor industry recovery trends by 1-2 quarters and is not adequately reflected in current consensus, JP Morgan says in research note   ** JPM says it believes GFS's FinFET (Fin Shaped Field Effect Transistor) customers (AMD, Qualcomm, Marvell, etc) at 12nm-16nm nodes migrating away to lower geometry nodes, which GFS does not support, adding \"the team may not be back filling these migrations as quickly as they are losing them\"   ** Now, 11 or 15 analysts rate GFS \"buy\" or \"strong buy\", rest have \"hold\" recommendations and their median PT is $69, per LSEG   ** Stock down 8.8% YTD through Fri close and off ~15% over the past 12 months (Lance Tupper is a Reuters market analyst. The views expressed are his own)((lance.tupper@thomsonreuters.com lance.tupper@tr.com 1-646-279-6380))","news_type":1,"symbols_score_info":{"BUZZ":1,"GFS":0.9,"MS":1,"QCOM":0.69}},"isVote":1,"tweetType":1,"viewCount":1405,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["MS"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":116,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/270902254477496"}