Barclays downgraded three semiconductor stocks including Lumentum ahead of earnings season, and upgraded KLA to "overweight."
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Barclays adjusted the ratings of several semiconductor companies before the earnings season, downgrading Lumentum, Astera Labs, and Marvell Technology from "Overweight" to "Hold" due to their attractiveness declining compared to other AI-related companies. At the same time, Barclays is optimistic about the investment value of KLA, Coherent, and MACOM. Analysts pointed out that Lumentum's risk-reward profile is no longer advantageous, Astera Labs faces the risk of insufficient market penetration, and Marvell Technology's business performance is below expectations
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