<p>STMicroelectronics NV（NYSE:STM）（EPA:STMPA）股票周五继续下跌，摩根士丹利（NYSE:MS）将该股评级从 “增持” 调降至 “持平”，导致股价进一步下滑。此次调降是在半导体公司发布的弱于预期的业绩指引之后进行的。</p>
<p>分析师指出，工业部门的库存调整幅度超出预期，汽车市场需求也较为疲软。这些因素导致 STMicroelectronics 业务下滑，产能利用率不足，毛利受到侵蚀。</p>
<p>该公司将全年营收预测下调至 132-137 亿美元，之前的指引为 140-150 亿美元。毛利率也预计从低 40% 区间下降至约 40%。</p>
<p>分析师表示：“随着工业部门的深度调整和汽车行业的下滑，我们预计 2024 财年销售额和每股收益同比下降分别为-23% 和-59%，降至 134 亿美元和 1.83 美元（之前为 143.9 亿美元和 2.41 美元），这表明 STMicro 正经历严重的周期性低谷。”</p>
<p>根据修订后的预估数据，摩根士丹利将 STMicroelectronics 的目标股价从 48 欧元下调至 35 欧元。</p>
<p>本内容最初发布于 Investing.com</p>

意法半导体

<p>摩根士丹利下调意法半导体股票评级，原因是汽车市场需求疲软以及工业领域库存调整。公司已经下调了其营收预测和毛利率预期。摩根士丹利还降低了意法半导体的目标股价。这则消息属于与商业相关的信息</p>

<p>Investing.com –  STMicroelectronics NV  (NYSE:STM) (EPA:STMPA) shares extended losses on Friday after  Morgan Stanley  (NYSE:MS) downgraded the stock to “Equal-weight” from “Overweight”. The downgrade comes on the heels of a weaker-than-expected guidance from the semiconductor company.</p>
<div class="lb-trans"><p>STMicroelectronics NV（NYSE:STM）（EPA:STMPA）股票周五继续下跌，摩根士丹利（NYSE:MS）将该股评级从 “增持” 调降至 “持平”，导致股价进一步下滑。此次调降是在半导体公司发布的弱于预期的业绩指引之后进行的。</p>
</div><p>Analysts flagged a deeper-than-anticipated inventory correction in the industrial sector and softer-than-expected demand in the automotive market. These factors have led to a downturn in STMicroelectronics' business, resulting in underutilization of capacity and margin erosion.</p>
<div class="lb-trans"><p>分析师指出，工业部门的库存调整幅度超出预期，汽车市场需求也较为疲软。这些因素导致 STMicroelectronics 业务下滑，产能利用率不足，毛利受到侵蚀。</p>
</div><p>The company has lowered its full-year revenue forecast to $13.2-$13.7 billion from the previous guidance of $14-$15 billion. Gross margin is also expected to decline to around 40% from the low 40% range.</p>
<div class="lb-trans"><p>该公司将全年营收预测下调至 132-137 亿美元，之前的指引为 140-150 亿美元。毛利率也预计从低 40% 区间下降至约 40%。</p>
</div><p>“With a deep correction in industrials and declining autos, we see fiscal year 2024 sales and earnings per share down -23% and -59% Y/Y, respectively, to $13.4 billion and $1.83 (previously $14.39 billion and $2.41), which we see as evidence of a severe cyclical trough for STMicro,” analysts said.</p>
<div class="lb-trans"><p>分析师表示：“随着工业部门的深度调整和汽车行业的下滑，我们预计 2024 财年销售额和每股收益同比下降分别为-23% 和-59%，降至 134 亿美元和 1.83 美元（之前为 143.9 亿美元和 2.41 美元），这表明 STMicro 正经历严重的周期性低谷。”</p>
</div><p>As a result of the revised estimates, Morgan Stanley has cut its price target for STMicroelectronics to €35 from €48.</p>
<div class="lb-trans"><p>根据修订后的预估数据，摩根士丹利将 STMicroelectronics 的目标股价从 48 欧元下调至 35 欧元。</p>
</div><p>This content was originally published on Investing.com</p>
<div class="lb-trans"><p>本内容最初发布于 Investing.com</p>
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摩根士丹利下调评级后，意法半导体的股价继续下跌