--- title: "需求壓力持續影響微芯科技公司（MCHP）" description: "Mar Vista Investment Partners 在其 2024 年第三季度投資者信函中強調了微芯科技（NASDAQ:MCHP），指出該公司由於微控制器和模擬組件的週期性庫存調整面臨需求壓力。MCHP 的股票在一個月內下跌了 6.37%，在過去一年中下跌了 15.85%。儘管面臨這些挑戰，Mar Vista 認為 MCHP 一旦庫存問題得到解決，預計在 2024 年底或 2025 年初，" type: "news" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/221299010.md" published_at: "2024-12-03T14:23:18.000Z" --- # 需求壓力持續影響微芯科技公司（MCHP） > Mar Vista Investment Partners 在其 2024 年第三季度投資者信函中強調了微芯科技（NASDAQ:MCHP），指出該公司由於微控制器和模擬組件的週期性庫存調整面臨需求壓力。MCHP 的股票在一個月內下跌了 6.37%，在過去一年中下跌了 15.85%。儘管面臨這些挑戰，Mar Vista 認為 MCHP 一旦庫存問題得到解決，預計在 2024 年底或 2025 年初，將有良好的雙位數增長潛力。該公司報告的淨銷售額為 11.64 億美元，環比下降 6.2%，並不在對沖基金中最受歡迎的 31 只股票之列 Mar Vista Investment Partners, LLC, an investment management company, released the “Strategic Growth Strategy” third quarter 2024 investor letter. A copy of the letter can be downloaded here. The U.S. stock market had another successful time in the third quarter of 2024, with the S&P 500® Index growing for the fourth consecutive quarter, which hasn’t happened since Q4 2021. This year’s first three quarters have seen the best performance for the S&P 500® Index since 1997. However, it was still slightly below the remarkable start of 2023. In the third quarter, the strategy returned +5.49% net-of-fees compared to +3.19% and +5.89% returns for the Russell 1000 Growth Index and the S&P 500 Index. With interest rates that are not exceptionally high by historical standards, the market seems to be starting an easing cycle, which could encourage additional increases. Kindly check the top 5 stocks of the strategy to know its best picks in 2024. Mar Vista Strategic Growth Strategy highlighted stocks like Microchip Technology Incorporated (NASDAQ:MCHP), in the third quarter 2024 investor letter. Microchip Technology Incorporated (NASDAQ:MCHP) manufactures and distributes smart, connected, and secure embedded control solutions. The one-month return of Microchip Technology Incorporated (NASDAQ:MCHP) was -6.37%, and its shares lost 15.85% of their value over the last 52 weeks. On December 2, 2024, Microchip Technology Incorporated (NASDAQ:MCHP) stock closed at $70.31 per share with a market capitalization of $37.757 billion. Mar Vista Strategic Growth Strategy stated the following regarding Microchip Technology Incorporated (NASDAQ:MCHP) in its Q3 2024 investor letter: > **“Microchip Technology Incorporated’s** (NASDAQ:MCHP) stock was pressured in Q3 as the company continued to experience demand pressures due to a cyclical inventory correction in its end markets of microcontrollers and analog components. During the pandemic, microcontrollers and analog devices were difficult to secure and created bottlenecks in supply chains for broad-based industrial and automotive customers. This led to double ordering from direct and indirect customers, which ultimately resulted in a buildup of excess inventory. Microchip is working through this inventory correction, and it has shipped below end-demand for almost a year, in our opinion. We continue to believe that Microchip is well-positioned to grow intrinsic value double-digits once inventory in the channel clears. We believe this should likely occur exiting 2024 or in the first part of 2025.” A semiconductor wafer at various stages of fabrication, showing the company’s range of expertise. Microchip Technology Incorporated (NASDAQ:MCHP) is not on our list of 31 Most Popular Stocks Among Hedge Funds. As per our database, 37 hedge fund portfolios held Microchip Technology Incorporated (NASDAQ:MCHP) at the end of the third quarter which was 46 in the previous quarter. In the September quarter, Microchip Technology Incorporated (NASDAQ:MCHP) reported $1.164 billion in net sales, down 6.2% sequentially. 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He’s used this system to survive nine bear markets… create three new indices for the Nasdaq… and even predict the brutal bear market of 2022, 90 days in advance. **Click to continue reading…** ### Related Stocks - [MCHP.US - 微芯科技](https://longbridge.com/zh-HK/quote/MCHP.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 华尔街大佬 Tepper 押注 AI：美光持仓激增 200%，新买韩国 ETF | 对冲基金大佬 Tepper 去年四季度精准狙击 AI 芯片赛道，豪掷逾 6 亿美元重仓美光科技和韩国芯片 ETF，今年已斩获约 30% 回报。全球内存短缺叠加 AI 算力狂潮，其芯片押注与软件股暴跌形成冰火两重天。 | [Link](https://longbridge.com/zh-HK/news/276213747.md) | | 特朗普阵营的坚定降息派动摇了？美联储理事米兰：劳动力市场改善可令今年少些降息 | 坚定降息派、特朗普亲信美联储理事米兰：美国劳动力市场的改善可以令今年少些降息。风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符 | [Link](https://longbridge.com/zh-HK/news/276386713.md) | | 达利欧家办重仓黄金！彻底退出桥水后首曝美股持仓，规模升至 5 亿美元 | 达利欧家族办公室自疫情以来首次披露美国股票投资情况。截至去年年底，其在美股市场持仓约 5.03 亿美元，较 2021 年初增长约三分之一。其中超过四分之三资金配置在黄金 ETF，其余分散布局美债及标普 500 指数等资产。分析称，这一举动显 | [Link](https://longbridge.com/zh-HK/news/276472669.md) | | “硬件防御” 对冲 AI 焦虑，苹果与纳指相关性创 20 年新低 | AI 浪潮下，苹果因未深度卷入军备竞赛，与纳指相关性创 20 年新低，成为科技股动荡中的 “避风港”。在 AI 投资回报存疑及软件业面临颠覆的焦虑中，苹果凭借不易受冲击的硬件生态逆势突围。尽管存在估值偏高及增长放缓压力，其独特的 “AI 中 | [Link](https://longbridge.com/zh-HK/news/276301841.md) | | 特朗普暗示违法征收的关税不退了，美财长称今年关税收入将 “基本保持不变” | 美国总统特朗普暗示不会退还被最高法院裁定违法的关税，预计 2026 年关税收入将保持不变。特朗普计划签署行政令，对全球商品加征 10% 进口关税，取代被推翻的关税。财长贝森特表示，政府将利用替代法律权力维持关税收入，强调国家安全和财政收入不 | [Link](https://longbridge.com/zh-HK/news/276494362.md) | --- > **免責聲明**：本文內容僅供參考，不構成任何投資建議。