<p>随着中国推出新的稀土材料出口管制，投资者对 Skyworks Solutions (SWKS) 的情绪发生了变化。这些材料在全球半导体生产和供应链中扮演着关键角色。</p>
<p>请查看我们对 Skyworks Solutions 的最新分析。</p>
<p>Skyworks Solutions 的股票最近承压，单日股价下跌 6.08%，年初至今股价回报为-21.81%。该公司过去一年的总股东回报为-26.18%，反映出半导体领域情绪的变化以及新的外部供应链风险。在早期表现良好之后，随着投资者重新评估挑战和长期前景，动能显然减弱。</p>
<p>如果你想了解微芯片领域的其他动态，现在是查看新机会的好时机，免费查看完整列表。</p>
<p>由于股价远低于过去的高点，且该行业的不确定性持续，投资者不得不思考 Skyworks Solutions 是否在基本面上被低估，或者市场是否已经考虑到未来增长的疲软。</p>
<h2>最受欢迎的观点：低估 4.6%</h2>
<p>Skyworks Solutions 的收盘价为 69.16 美元，而最受欢迎的观点认为其公允价值略高于 72 美元，市场似乎在定价不确定性，但并未出现剧烈的错位。现在是更深入了解这一观点背后驱动因素的时机。</p>
<blockquote>
<p><em>先进无线标准和具备 AI 功能的智能手机的加速采用正在增加每个设备所需的射频内容，使 Skyworks 能够受益于更高的平均售价和潜在的单位销量增长。这可能推动收入和毛利率的扩张。</em></p>
</blockquote>
<p>阅读完整的叙述。</p>
<p>想看看这个预测背后的真实财务引擎吗？计算结果暗示了不断演变的利润率强度、严谨的效率以及为一小部分科技赢家设定的长期利润空间。什么是可能改变局势的关键数字？揭示收入组合、利润率和大胆的未来假设如何结合在一起推动叙述的公允价值判断。</p>
<p><strong>结果：公允价值为 72.47 美元（被低估）</strong></p>
<p>完整阅读叙述，了解预测背后的原因。</p>
<p>然而，缓慢的多元化进程以及对单一主要客户的持续依赖可能会在行业趋势意外变化时削弱这一乐观论调。</p>
<p>了解 Skyworks Solutions 叙述的关键风险。</p>
<h2>构建你自己的 Skyworks Solutions 叙述</h2>
<p>如果你想深入挖掘并添加自己的观点，只需几分钟即可探索数据并塑造自己的前景。以你自己的方式进行。</p>
<p>进行 Skyworks Solutions 研究的一个很好的起点是我们的分析，强调了 2 个关键奖励和 3 个重要警示信号，这些可能会影响你的投资决策。</p>
<h2>寻找更多投资想法？</h2>
<p>在市场意识到之前抓住下一个机会。Simply Wall Street 让你能够针对符合你目标的行业和趋势。不要让这些强大的工具从你身边溜走。</p>
<ul>
<li>通过查看这 892 只基于现金流的被低估股票，抓住今年有望大幅上涨的股票，这些股票反映出基于未来现金流潜力的显著上行空间。</li>
<li>提高你的收入流，开始评估这 19 只收益率超过 3% 的分红股票，为你的投资组合提供更具吸引力的收益。</li>
<li>通过这 24 只 AI 便士股票，进入快速扩张的人工智能世界，看看哪些公司在智能科技创新中引领潮流。</li>
</ul>
<p><em>这篇文章由 Simply Wall St 撰写，内容具有一般性。<strong>我们提供基于历史数据和分析师预测的评论，采用无偏见的方法，我们的文章并不构成财务建议。</strong> 它不构成买卖任何股票的推荐，也不考虑你的目标或财务状况。我们的目标是为你提供以基本数据驱动的长期分析。请注意，我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St 在提到的任何股票中没有持仓。</em></p>

思佳讯

半导体 3 倍做多 - Direxion

<p>由于中国对稀土材料的新出口管制，投资者对思佳讯（Skyworks Solutions，SWKS）的情绪发生了变化，这影响了半导体生产。该公司的股价在一天内下跌了 6.08%，年初至今下跌了 21.81%，过去一年总股东回报为-26.18%。尽管以 72.47 美元的公允价值被低估，但对依赖单一主要客户和缓慢多元化的担忧依然存在。分析表明，先进无线标准和具备人工智能功能的智能手机可能带来收入增长，但在当前市场环境中风险依然存在</p>

<p>Investor sentiment around Skyworks Solutions (SWKS) has shifted following China’s rollout of new export controls on rare-earth materials. These materials play a key role in global semiconductor production and supply chains.</p>
<div class="lb-trans"><p>随着中国推出新的稀土材料出口管制，投资者对 Skyworks Solutions (SWKS) 的情绪发生了变化。这些材料在全球半导体生产和供应链中扮演着关键角色。</p>
</div><p>See our latest analysis for Skyworks Solutions.</p>
<div class="lb-trans"><p>请查看我们对 Skyworks Solutions 的最新分析。</p>
</div><p>Shares of Skyworks Solutions have come under pressure recently, with a 1-day share price decline of 6.08% and a year-to-date share price return of -21.81%. The company’s total shareholder return over the past year sits at -26.18%, reflecting a mix of shifting sentiment in semiconductors as well as new external supply chain risks. After a promising run earlier, momentum has clearly faded as investors reassess both the challenges and long-term prospects.</p>
<div class="lb-trans"><p>Skyworks Solutions 的股票最近承压，单日股价下跌 6.08%，年初至今股价回报为-21.81%。该公司过去一年的总股东回报为-26.18%，反映出半导体领域情绪的变化以及新的外部供应链风险。在早期表现良好之后，随着投资者重新评估挑战和长期前景，动能显然减弱。</p>
</div><p>If you want to see what else is happening in the world of microchips, it’s a great time to check out new opportunities with the See the full list for free.</p>
<div class="lb-trans"><p>如果你想了解微芯片领域的其他动态，现在是查看新机会的好时机，免费查看完整列表。</p>
</div><p>With shares trading well below past highs and ongoing uncertainty clouding the sector, investors are left to ponder whether Skyworks Solutions is undervalued given its fundamentals or if the market is already factoring in muted growth ahead.</p>
<div class="lb-trans"><p>由于股价远低于过去的高点，且该行业的不确定性持续，投资者不得不思考 Skyworks Solutions 是否在基本面上被低估，或者市场是否已经考虑到未来增长的疲软。</p>
</div><h2>Most Popular Narrative: 4.6% Undervalued</h2>
<div class="lb-trans"><h2>最受欢迎的观点：低估 4.6%</h2>
</div><p>With Skyworks Solutions closing at $69.16 and the most popular narrative pointing to a fair value just over $72, the market appears to be pricing in uncertainty but not a dramatic dislocation. The stage is set for a closer look at what is driving this view.</p>
<div class="lb-trans"><p>Skyworks Solutions 的收盘价为 69.16 美元，而最受欢迎的观点认为其公允价值略高于 72 美元，市场似乎在定价不确定性，但并未出现剧烈的错位。现在是更深入了解这一观点背后驱动因素的时机。</p>
</div><blockquote>
<p><em>Accelerated adoption of advanced wireless standards and AI-capable smartphones is increasing the RF content required per device, positioning Skyworks to benefit from higher average selling prices and potential unit volume growth. This could drive revenue and gross margin expansion.</em></p>
</blockquote>
<div class="lb-trans"><blockquote>
<p><em>先进无线标准和具备 AI 功能的智能手机的加速采用正在增加每个设备所需的射频内容，使 Skyworks 能够受益于更高的平均售价和潜在的单位销量增长。这可能推动收入和毛利率的扩张。</em></p>
</blockquote>
</div><p>Read the complete narrative.</p>
<div class="lb-trans"><p>阅读完整的叙述。</p>
</div><p>Want to see the real financial engine behind that projection? The calculation hints at evolving margin strength, disciplined efficiency, and a long-term profit runway set for a narrow group of tech winners. What is the key number that could tip the scales? Uncover how revenue mixes, margins, and bold future assumptions all combine to drive the narrative's fair value call.</p>
<div class="lb-trans"><p>想看看这个预测背后的真实财务引擎吗？计算结果暗示了不断演变的利润率强度、严谨的效率以及为一小部分科技赢家设定的长期利润空间。什么是可能改变局势的关键数字？揭示收入组合、利润率和大胆的未来假设如何结合在一起推动叙述的公允价值判断。</p>
</div><p><strong>Result: Fair Value of $72.47 (UNDERVALUED)</strong></p>
<div class="lb-trans"><p><strong>结果：公允价值为 72.47 美元（被低估）</strong></p>
</div><p>Have a read of the narrative in full and understand what's behind the forecasts.</p>
<div class="lb-trans"><p>完整阅读叙述，了解预测背后的原因。</p>
</div><p>However, slow diversification beyond mobile and continued dependence on a single major customer could undermine the bullish thesis if industry trends shift unexpectedly.</p>
<div class="lb-trans"><p>然而，缓慢的多元化进程以及对单一主要客户的持续依赖可能会在行业趋势意外变化时削弱这一乐观论调。</p>
</div><p>Find out about the key risks to this Skyworks Solutions narrative.</p>
<div class="lb-trans"><p>了解 Skyworks Solutions 叙述的关键风险。</p>
</div><h2>Build Your Own Skyworks Solutions Narrative</h2>
<div class="lb-trans"><h2>构建你自己的 Skyworks Solutions 叙述</h2>
</div><p>If you want to dig deeper and add your own perspective, it only takes a few minutes to explore the data and shape your own outlook. Do it your way</p>
<div class="lb-trans"><p>如果你想深入挖掘并添加自己的观点，只需几分钟即可探索数据并塑造自己的前景。以你自己的方式进行。</p>
</div><p>A great starting point for your Skyworks Solutions research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision.</p>
<div class="lb-trans"><p>进行 Skyworks Solutions 研究的一个很好的起点是我们的分析，强调了 2 个关键奖励和 3 个重要警示信号，这些可能会影响你的投资决策。</p>
</div><h2>Looking for more investment ideas?</h2>
<div class="lb-trans"><h2>寻找更多投资想法？</h2>
</div><p>Snap up your next opportunity before the market catches on. Simply Wall Street lets you target sectors and trends that match your goals. Do not let these powerful tools pass you by.</p>
<div class="lb-trans"><p>在市场意识到之前抓住下一个机会。Simply Wall Street 让你能够针对符合你目标的行业和趋势。不要让这些强大的工具从你身边溜走。</p>
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</ul>
<div class="lb-trans"><ul>
<li>通过查看这 892 只基于现金流的被低估股票，抓住今年有望大幅上涨的股票，这些股票反映出基于未来现金流潜力的显著上行空间。</li>
<li>提高你的收入流，开始评估这 19 只收益率超过 3% 的分红股票，为你的投资组合提供更具吸引力的收益。</li>
<li>通过这 24 只 AI 便士股票，进入快速扩张的人工智能世界，看看哪些公司在智能科技创新中引领潮流。</li>
</ul>
</div><p><em>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</em></p>
<div class="lb-trans"><p><em>这篇文章由 Simply Wall St 撰写，内容具有一般性。<strong>我们提供基于历史数据和分析师预测的评论，采用无偏见的方法，我们的文章并不构成财务建议。</strong> 它不构成买卖任何股票的推荐，也不考虑你的目标或财务状况。我们的目标是为你提供以基本数据驱动的长期分析。请注意，我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St 在提到的任何股票中没有持仓。</em></p>
</div>

在稀土出口管制和市场不确定性背景下，重新评估思佳讯（SWKS）的估值