<p>STMicroelectronics NV（NYSE:STM）（EPA:STMPA）股票週五繼續下跌，摩根士丹利（NYSE:MS）將該股評級從 “增持” 調降至 “持平”，導致股價進一步下滑。此次調降是在半導體公司發佈的弱於預期的業績指引之後進行的。</p>
<p>分析師指出，工業部門的庫存調整幅度超出預期，汽車市場需求也較為疲軟。這些因素導致 STMicroelectronics 業務下滑，產能利用率不足，毛利受到侵蝕。</p>
<p>該公司將全年營收預測下調至 132-137 億美元，之前的指引為 140-150 億美元。毛利率也預計從低 40% 區間下降至約 40%。</p>
<p>分析師表示：“隨着工業部門的深度調整和汽車行業的下滑，我們預計 2024 財年銷售額和每股收益同比下降分別為-23% 和-59%，降至 134 億美元和 1.83 美元（之前為 143.9 億美元和 2.41 美元），這表明 STMicro 正經歷嚴重的週期性低谷。”</p>
<p>根據修訂後的預估數據，摩根士丹利將 STMicroelectronics 的目標股價從 48 歐元下調至 35 歐元。</p>
<p>本內容最初發佈於 Investing.com</p>

意法半導體

<p>摩根士丹利下調意法半導體股票評級，原因是汽車市場需求疲軟以及工業領域庫存調整。公司已經下調了其營收預測和毛利率預期。摩根士丹利還降低了意法半導體的目標股價。這則消息屬於與商業相關的信息</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）股票週五繼續下跌，摩根士丹利（NYSE:MS）將該股評級從 “增持” 調降至 “持平”，導致股價進一步下滑。此次調降是在半導體公司發佈的弱於預期的業績指引之後進行的。</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>分析師指出，工業部門的庫存調整幅度超出預期，汽車市場需求也較為疲軟。這些因素導致 STMicroelectronics 業務下滑，產能利用率不足，毛利受到侵蝕。</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>該公司將全年營收預測下調至 132-137 億美元，之前的指引為 140-150 億美元。毛利率也預計從低 40% 區間下降至約 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>分析師表示：“隨着工業部門的深度調整和汽車行業的下滑，我們預計 2024 財年銷售額和每股收益同比下降分別為-23% 和-59%，降至 134 億美元和 1.83 美元（之前為 143.9 億美元和 2.41 美元），這表明 STMicro 正經歷嚴重的週期性低谷。”</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>根據修訂後的預估數據，摩根士丹利將 STMicroelectronics 的目標股價從 48 歐元下調至 35 歐元。</p>
</div><p>This content was originally published on Investing.com</p>
<div class="lb-trans"><p>本內容最初發佈於 Investing.com</p>
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摩根士丹利下調評級後，意法半導體的股價繼續下跌