秀江
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Hi, mooers!
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This week, various companies including $PDD Holdings (PDD.US)$, $Salesforce (CRM.US)$, $NVIDIA (NVDA.US)$, $CrowdStrike (CRWD.US)$ and $Lululemon Athletica (LULU.US)$ are releasing their earnings. How will the market react to the companies' results? Let's make a guess!
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An equal share of 3,000 po...
Need a quick update on this week's events? Check out moomoo's fresh earnings & economic calendars to start this week!
This week, various companies including $PDD Holdings (PDD.US)$, $Salesforce (CRM.US)$, $NVIDIA (NVDA.US)$, $CrowdStrike (CRWD.US)$ and $Lululemon Athletica (LULU.US)$ are releasing their earnings. How will the market react to the companies' results? Let's make a guess!
Rewards
An equal share of 3,000 po...
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$PING AN (02318.HK)$ Put in more effort and strive to achieve a two-digit number.
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After releasing its second-quarter financial report recently, the stock of Taiwan Semiconductor fell by about 5%, with mixed results. Specifically, the semiconductor manufacturing giant is currently facing several industry headwinds, leading to unstable demand dynamics, which in turn has had a negative impact on its short-term financial situation.
In the remaining time of this year, despite $Taiwan Semiconductor (TSM.US)$Taiwan Semiconductor may continue to face such pressure for the rest of this year, but it is expected that the situation will substantially improve starting from next year. With the gradual easing of macroeconomic uncertainties, semiconductor demand will regain momentum, and the overall performance of the semiconductor industry is expected to rebound strongly.
Overall, I believe the stock price of Taiwan Semiconductor is at a significant discount compared to the company's future earnings growth expectations, which could indicate that the recent decline in stock price is a good opportunity to buy the company's stocks. Therefore, I am bullish on Taiwan Semiconductor stocks.
Negative impact
Due to the semiconductor industry experiencing a downturn cycle, Taiwan Semiconductor's business has recently faced some challenges. As a leading semiconductor foundry, Taiwan Semiconductor assists $Apple (AAPL.US)$Apple, $NVIDIA (NVDA.US)$The world's largest technology companies such as Qualcomm and AMD use their proprietary technology to bring their chips to reality.
The current short-term downturn may be attributed to a combination of factors.
In the remaining time of this year, despite $Taiwan Semiconductor (TSM.US)$Taiwan Semiconductor may continue to face such pressure for the rest of this year, but it is expected that the situation will substantially improve starting from next year. With the gradual easing of macroeconomic uncertainties, semiconductor demand will regain momentum, and the overall performance of the semiconductor industry is expected to rebound strongly.
Overall, I believe the stock price of Taiwan Semiconductor is at a significant discount compared to the company's future earnings growth expectations, which could indicate that the recent decline in stock price is a good opportunity to buy the company's stocks. Therefore, I am bullish on Taiwan Semiconductor stocks.
Negative impact
Due to the semiconductor industry experiencing a downturn cycle, Taiwan Semiconductor's business has recently faced some challenges. As a leading semiconductor foundry, Taiwan Semiconductor assists $Apple (AAPL.US)$Apple, $NVIDIA (NVDA.US)$The world's largest technology companies such as Qualcomm and AMD use their proprietary technology to bring their chips to reality.
The current short-term downturn may be attributed to a combination of factors.
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$First Republic Bank (FRC.US)$ Is it going to be 10 yuan today?
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$GUANZE MEDICAL (02427.HK)$ 爆跌的日子越来越近
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