With the U.S. Producer Prices increased less than expected in July, hopes for a Fed rate cut in September have once again sparked upbeat sentiment in the U.S. stock market. Overnight, the three major indices surged, with the$纳斯达克综合指数 (.IXIC.US)$climbing over 2%. The chipmaker$英伟达 (NVDA.US)$surged 6.53% on Tuesday. It has soared 17% in the past four sessions, adding nearly $4240亿 in market ...
$Monolithic Power Systems (MPWR.US)$在2022年3月的分析中因为估值过高被排除,至今股价增长58.4%。 2004年上市,主要做电源管理业务,主要市场在中国,当前价格743.6。 5年来营收持续增长,平均增速25.6%,2023年增速下滑到1.5%,营业利润受毛利率和费用影响在首尾两年萎缩,平均增速33%,2023年萎缩9.9%,净利润平均增速32.3%。近5年都没有利息负担。毛利率近5年基本在56%左右,净资产收益率从15.4%提升到30%后又降回23%。 目前市盈率84.9,估值相对于长期增速来说偏高,考虑到近期也有萎缩趋势,暂时观望。
Continuous insider selling in Monolithic Power Systems and no recent purchases suggest insiders lack confidence in the company. Despite their ownership, no insider buying hints at their pessimism about the company's prospects.
RDK79 : 高通——几十年来一直很棒的公司!芯片股的罗德尼·丹格菲尔德。
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Ben P : k
Michael Thompson412 : 反弹不错
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