The Motley Fool发布 2026-09-05
《3 AI Semiconductor Stocks To Love After Their Post-Earnings Sell-Off!!》
$CRDO看涨
CRDO的增长潜力（FY27为85%）和产品管线超过其风险（客户集中、现金消耗），使其成为高风险高回报的买入标的。
好了，现在我们可以继续看第三只股票，这是一家半导体行业中不太知名的公司。其市值不到 500 亿美元。与 Broadcom 非常相似，它公布了利润，市场对其进行了惩罚，而且理应如此，不是吗？
我认为，例如对于 Broadcom，惩罚它的理由是合乎逻辑的。我不会对该股过于悲观，但我能理解市场为何惩罚它。这只股票也是如此。
Okay, now we can move on to the third stock, which is a less well-known company in the semiconductor industry. Its market value is less than $50 billion. Much like Broadcom, it announced its profits and the market punished it, and rightly so , wasn't it? I think that for Broadcom, for example, the reason for penalizing it is logical. I wouldn't be too pessimistic about the stock, but I can understand why the market is punishing it. The same applies to this stock.
他说在等