5 Semiconductor Stocks Wall Street Analysts Predict Could Soar In 2025
5 Semiconductor Stocks Wall Street Analysts Predict Could Soar In 2025
The key takeaway? The semiconductor market is far from homogenous, with companies diverging sharply based on their ability to capitalize on emerging trends like AI.The semiconductor sector has had an electrifying run in recent years, but 2024 proved to be more selective. While some chipmakers soared to triple-digit gains, others struggled to stay afloat.
半导体板块在近年来经历了令人兴奋的运行，但2024年的表现却更加挑剔。尽管一些芯片制造商的收益飙升至三位数，但其他公司却挣扎着求生。
As traders look forward to2025, a fresh question emerges: Should you chase the winners, pick the laggards, or focus on undervalued opportunities with high analyst backing?
随着交易者展望2025，一道新问题浮现：你应该追逐赢家、选择落后者，还是专注于得到高分析师支持的低估机会？
The iShares Semiconductor ETF (NYSE:SOXX) delivered a 15.2% year-to-date gain as of Dec. 23, cooling off after a massive 65% surge in 2023. Within the group, performance varied wildly:
截至12月23日，iShares费城交易所半导体ETF（纽交所：SOXX）年初至今上涨了15.2%，在2023年大幅上涨65%后有所回落。在这个小组内，表现差异巨大：
- Top Performers: Nvidia Corp. (NASDAQ:NVDA) rose 180%, while Broadcom Inc. (NASDAQ:AVGO) gained 109%.
- Biggest Laggards: Intel Corp. (NASDAQ:INTC) sank 60%, Microchip Technology Inc. (NASDAQ:MCHP) fell 36%, and ON Semiconductor Corp. (NASDAQ:ON) dropped 20%.
- 表现最佳的：英伟达（纳斯达克：NVDA）上涨了180%，而BROADCOM CORP 8.00% MANDATORY CONVERTIBLE PRF SR A（纳斯达克：AVGO）上涨了109%。
- 最大的落后者：英特尔（纳斯达克：INTC）下跌了60%，微芯科技（纳斯达克：MCHP）下跌了36%，安森美半导体（纳斯达克：ON）下跌了20%。
The key takeaway? The semiconductor market is far from homogenous, with companies diverging sharply based on their ability to capitalize on emerging trends like AI.
关键总结？半导体市场远非同质化，各家公司在把握新兴趋势（如人工智能）能力方面显著分化。
5 Chip Stocks Analysts Are Betting On for 2025
分析师看好的5只芯片股票，值得关注以备2025年
Rather than chasing laggards or jumping on already overheated names, traders might want to focus on undervalued semiconductor stocks that align with analysts' bullish forecasts.
交易者可能不应该追逐落后者或参与已经过热的股票，而是应专注于与分析师的看好预测一致的低估半导体股票。
Here are five potential winners for 2025:
以下是2025年的五个潜在赢家：
5. Applied Materials (NASDAQ:AMAT)
5. 应用材料 (纳斯达克:AMAT)
- Median Price Target (upside vs. current market price) : 32.02%
- 2024 YTD Performance: +3.29%
- 2023 Total Return: 67.97%
- Market Cap: $136.21 billion
- P/E Ratio (Next 12 Months): 17.7x
- 中位价格目标（与当前市场价格相比的上行空间）: 32.02%
- 2024年年初至今表现：+3.29%
- 2023年总回报：67.97%
- 市值：$1362.1亿
- 市盈率（未来12个月）：17.7倍
4. Monolithic Power Systems (NASDAQ:MPWR)
4. Monolithic Power Systems (纳斯达克:MPWR)
- Median Price Target (upside vs. current market price): 33.08%
- 2024 YTD Performance: -2.20%
- 2023 Total Return: 79.78%
- Market Cap: $30.09 billion
- P/E Ratio (Next 12 Months): 38.6x
- 中位价格目标（与当前市场价格的上行空间）：33.08%
- 2024年迄今表现：-2.20%
- 2023年总回报：79.78%
- 市值：$300.9亿
- 市盈率（未来12个月）：38.6倍
3. Micron Technology (NASDAQ:MU)
3. 美光科技（纳斯达克：MU）
- Median Price Target (upside vs. current market price): 43.12%
- 2024 YTD Performance: +4.80%
- 2023 Total Return: 71.93%
- Market Cap: $99.64 billion
- P/E Ratio (Next 12 Months): 11.4x
- 中位价格目标（与当前市场价格的上行空间）：43.12%
- 2024年迄今表现：+4.80%
- 2023年总回报：71.93%
- 市值：$996.4亿
- 市盈率（未来12个月）：11.4倍
2. Advanced Micro Devices Inc.
2. 美国超微公司
- Median Price Target (upside vs. current market price): 45.83%
- 2024 YTD Performance: -15.34%
- 2023 Total Return: 127.59%
- Market Cap: $202.53 billion
- P/E Ratio (Next 12 Months): 27.7x
- 中位价格目标（与当前市场价格相比的上行空间）：45.83%
- 2024年年初至今表现：-15.34%
- 2023年总回报：127.59%
- 市值：$2025.3亿
- 市盈率（未来12个月）：27.7倍
1. Microchip Technology
1. 微芯科技
- Median Price Target (upside vs. current market price): 49.26%
- 2024 YTD Performance: -36.11%
- 2023 Total Return: 30.90%
- Market Cap: $30.94 billion
- P/E Ratio (Next 12 Months): 34.9x
- 中位价目标（相对于当前市场价格的上涨）：49.26%
- 2024年迄今表现：-36.11%
- 2023年总回报：30.90%
- 市值：$309.4亿
- 市盈率（未来12个月）：34.9倍
Now Read:
现在阅读：
- AMD and Micron Are Top Analyst Picks for AI and Next-Gen Tech Growth
- AMD和美光是人工智能和下一代技术增长的顶尖分析师推荐。
Image: Shutterstock
图片：shutterstock
