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北京时间·🕒 发布 18:55:58时区推断·⟳ 抓取 18:57:52·⚡ 决策 06-23 19:00:40 +2m48s·126.0 天前
Bernstein 大幅上调 X-FAB 评级至 Outperform，目标价从 €5 升至 €12.8
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$XFAB upgraded to outperform with a PT of €12.8 by Bernstein, up from €5. Okay I forgive you Bernstein for Kioxia and I…
不做 XFAB.US
X-FAB 主上市地为欧洲 Euronext (如 XFAB.PA)，美股 XFAB.US 并非主流交易所挂牌（多为 OTC 市场），流动性极差且买卖点差巨大，结构上无法有效执行交易。建议转向欧洲主上市地标的研判。
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$XFAB upgraded to outperform with a PT of €12.8 by Bernstein, up from €5.
Okay I forgive you Bernstein for Kioxia and Intel.
I still think that’s just reactive PTs off automotive recovery, SiC/power semi ramp up.
And undershooting potential a lot… If markets price in the possibility of xfab moving to HVM.
On their silicon photonics foundry w/ photonixfab / Nvidia + LIGENTEC for TFLN on SOI.
Regardless I’m bullish too on XFAB and curious where it heads.
Okay I forgive you Bernstein for Kioxia and Intel.
I still think that’s just reactive PTs off automotive recovery, SiC/power semi ramp up.
And undershooting potential a lot… If markets price in the possibility of xfab moving to HVM.
On their silicon photonics foundry w/ photonixfab / Nvidia + LIGENTEC for TFLN on SOI.
Regardless I’m bullish too on XFAB and curious where it heads.
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