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.
半導體板塊近年來表現出色，但2024年更加挑剔。雖然一些芯片製造商漲幅達到三位數，但其他公司則掙扎求生。
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?
當交易者期待2025年時，一個新問題出現了：你應該追逐贏家，選擇落後者，還是關注分析師支持的被低估機會？
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費城交易所半導體ETF（紐交所：SOXX）實現了15.2%的年初至今漲幅，在2023年大幅上漲65%後有所降溫。在這個集團中，表現差異巨大：
- 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%.
- 表現最佳的：英偉達公司（納斯達克：NVDA）上漲了180%，而BROADCOM CORP 8.00% MANDATORY CONVERTIBLE PRF SR A（納斯達克：AVGO）上漲了109%。
- 表現最差的：英特爾公司（納斯達克：INTC）下跌了60%，微芯科技公司（納斯達克：MCHP）下跌了36%，安森美半導體公司（納斯達克：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.
關鍵結論？半導體市場遠非同質，不同公司的能力在於如何利用人工智能等新興趨勢的差異。
5 Chip Stocks Analysts Are Betting On for 2025
分析師看好的5只芯片股票，供2025年投資
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.
與其追逐落後者或盲目跟風已經過熱的股票，交易者或許應該關注與分析師的看好預測相符的被低估半導體股票。
Here are five potential winners for 2025:
以下是2025年的五個潛在贏家：
5. Applied Materials (NASDAQ:AMAT)
5. 應用材料 (納斯達克: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
- 中位價格目標（與當前市場價格的上行空間）: 32.02%
- 2024年迄今表現: +3.29%
- 2023年總回報: 67.97%
- 市值: 1362.1億美元
- 市盈率（未來12個月）: 17.7倍
4. Monolithic Power Systems (NASDAQ:MPWR)
4. Monolithic Power Systems (納斯達克: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
- 中位數價格目標（相對於當前市場價格的上漲空間）：33.08%
- 2024年迄今表現：-2.20%
- 2023年總回報：79.78%
- 市值：$300.9億
- 市盈率（未來12個月）：38.6倍
3. Micron Technology (NASDAQ:MU)
3. 美光科技 (納斯達克: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
- 中位數價格目標（相對於當前市場價格的上漲空間）：43.12%
- 2024年迄今表現：+4.80%
- 2023年總回報：71.93%
- 市值：$996.4億
- 市盈率（未來12個月）：11.4倍
2. Advanced Micro Devices Inc.
2. 美國超微公司。
- 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
- 中位價格目標（與當前市場價格相比的上漲潛力）：45.83%
- 2024年年初至今表現：-15.34%
- 2023年總回報：127.59%
- 市值：$2025.3億
- 市盈率（未來12個月）：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
- 中位數價格目標（相對於當前市場價格的上漲空間）：49.26%
- 2024年迄今表現：-36.11%
- 2023年總回報：30.90%
- 市值：$309.4億
- 市盈率（未來12個月）：34.9倍
Now Read:
現在閱讀：
- 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術增長的頂尖分析師推薦。
Image: Shutterstock
圖片：Shutterstock
譯文內容由第三人軟體翻譯。
