11/23/2024, 02:14 PM UTC
英飞凌：复苏时机更加明朗Infineon: Timing Of Recovery Has Become Clearer
1、由于增长复苏的明确迹象，建议对英飞凌给予买入评级，预计将在2026财年加速。2、IFNNY最近的业绩符合预期，所有业务部门均实现连续增长，并对2025财年和2026财年持乐观态度。3、2025年第一季度库存减少是战略性的举措，旨在恢复正常水平，为未来的增长奠定基础。1. Infineon is recommended for a buy rating due to clear signs of growth recovery, expected to accelerate in FY26. 2. IFNNY's recent performance aligns with expectations, showing sequential growth across all segments and a positive outlook for FY25 and FY26. 3. The inventory reduction in 1Q25 is a strategic move to normalize levels, setting the stage for future growth.
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