에 대한 최신 뉴스 Lumentum Holdings (NASDAQ:LITE) 주식

LUMENTUM HOLDINGS INC

Lumentum Holdings

Lumentum Holdings Inc is a California-based technology firm. The company provides two types of optical and photonic products: optical components that are used in telecommunications networking equipment, and commercial lasers for manufacturing, inspection, and life-science lab uses. Its segments are Optical Communications and Commercial Lasers. The firm is also expanding into new optical applications, such as 3-D sensing laser diode for consumer electronics. It generates maximum revenue from the OpComms segment. The OpComms segment products include a wide range of components, modules, and subsystems to support customers including carrier networks for access (local), metro (intracity), long-haul, and submarine (undersea) applications.

ASTSpaceMobile.Screenshotvideo

Mid Cap

News

Movers

Trading Ideas

ASTS

INTA

LITE

LOAR

QFIN

RKLB

다음은 지난주 큰 폭의 상승세를 보인 7개의 중형주 주식이다. 이 주식들은 여러분의 포트폴리오에 있나요? AST 스페이스모바일(NASDAQ:ASTS)의 주가는 회사가 9월 초 위성 5개를 발사할 예정이라고 발표한 후 48.26% 급등했다. 

AST 스페이스모바일 및 로켓랩은 지난주 최고 성과를 보여준 7개 중형주 중 일부 (8월 11일-8월 17일)

What The CFO Said

Earnings

Pre-Market Outlook

Markets

BABA

TITN

목요일 오전 (현지 시간 기준) 미국 주식 선물이 더 높게 거래되면서 오늘 투자자의 관심을 끌 수 있는 일부 주식은 다음과 같다: 월스트리트는 월마트(NYSE:WMT)가 개장 전 1,685억 7천만 달러의 매출과 주당 0.64달러의 분기 이익을 보고할 것으로 예상하고 있다. Benzinga Pro의 데이터에 따르면 월마트의 주가는 시간외 거래에서 0.5% 상승한 69.02달러를 기록했다.

목요일 주목해야 할 주식: 월마트, 알리바바, 디어 그리고 3종목

King,County,,Washington,,United,States,-,30,January,2022:,Nvidia

Analyst Color

Long Ideas

Analyst Ratings

Tech

ANET

DELL

MRVL

NVDA

SMCI

엔비디아 (NASDAQ:NVDA)의 5년 평균 주가 대비 13% 낮은 가격에 거래되고 있다. 반면 다른 9개의 인공지능 관련 주식들이 5년 평균보다 높은 가격에 거래되고 있다. 모든 10개 주식의 인공지능 평균이 52% 프리미엄에 거래되고 있다고 JP모건의 사믹 채터지(Samik Chatterjee)가 분석 노트에서 블룸버그의 데이터를 인용하여 설명했다.

엔비디아는 장기 평균 대비 13% 할인되어 거래 vs 다른 AI 기업 주식은 52% 프리미엄에 거래

Lumentum Holdings Inc

Lite Access Technologies Inc

Litecoin - TrueUSD

Litecoin - United States Dollar

Litecoin Cash

Litentry - United States Dollar

Financial guru Ramit Sethi recently shared the <a href="https://www.youtube.com/watch?v=7dN6_bZDhDk">seven levels of wealth</a>. Each level has different circumstances and strategies you can use to advance to the next level.
Survival mode is the lowest level on the list, and Sethi shared some of the characteristics of people in this position.&nbsp;
"One unexpected expense can throw your whole life into chaos," he stated when describing people who are financially surviving.
Don't Miss:
<ul class="wp-block-list">
<li>‘Scrolling To UBI' — Deloitte's #1 fastest-growing software company allows users to earn money on their phones. <a href="https://www.benzinga.com/money/mode-mobile-2">You can invest today for just $0.30/share with a $1000 minimum.</a></li>
<li>Maker of the $60,000 foldable home has 3 factory buildings, 600+ houses built, and big plans to solve housing —<a href="https://www.benzinga.com/money/boxabl"> this is your last chance to become an investor for $0.80 per share.</a></li>
</ul>
He didn't stop there. Sethi also described this level as feeling like money is controlling you. However, he offered a path out of this level in the video. If you want to get out of survival mode, these strategies can help.
<h2 class="wp-block-heading">Start Tracking Your Finances</h2>
Sethi said that the people in this group do not know how much they make and how much they owe. Not knowing this information turns your finances into a guessing game. You won't be sure if you are using your money optimally, and how much you have left over at the end of each month.
Looking at past credit card statements can help you get a better understanding of how much you spend and where your money goes. You'll have to look at past pay stubs and direct deposits to assess how much you make. If it's hard to gather that information over an entire year, Sethi offers a simple formula for calculating how much you earn.&nbsp;
He told viewers to double their hourly wage and add three zeros. While it won't be accurate for everyone. It may be a good gauge for some people who don't have an easy way to see how much they earn each year.&nbsp;
Trending: The average American couple has saved this much money for retirement —<a href="http://www.benzinga.com/money/smartasset"> How do you compare</a>?
<h2 class="wp-block-heading">Start Small</h2>
Investing is an important part of becoming debt-free and building long-term wealth. While the thought of regular investments may seem overwhelming, Sethi recommends getting started with small steps.
Saving $20 per month won't be enough to retire in 30 years, but it gets you into the habit of saving. You can build on the momentum and eventually save $50 per month. As you chip away at your debt, you will eventually see a path out and put yourself in a position to make investments.
As you pay off your debt, make sure you jot down every little detail. Sethi tells people to write down every bill, debt, and expense. Keeping this information available can help you think more consciously when you spend money.
See Also: <a href="https://www.benzinga.com/money/gbr-savings-by-age">If You're Age 35, 50, or 60: Here&#8217;s How Much You Should Have Saved Vs. Invested By Now</a>
<h2 class="wp-block-heading">Increase Your Income</h2>
Cutting expenses will help you get more control over your finances, but there are only so many costs that you can remove from your budget. Eventually, you have to increase your income through side hustles, starting a business, or exploring new career opportunities.
Building your income allows you to make larger payments toward your debt. You can achieve your long-term financial goals faster if you work extra or tap into opportunities that let you earn more money while working fewer hours.
If you are in survival mode, you can't stay there. Applying these strategies consistently can help you advance to higher levels on your wealth journey.
Read Next:
<ul class="wp-block-list">
<li>Nancy Pelosi Invested $5 Million In An AI Company Last Year — <a href="https://www.benzinga.com/money/elf-labs-ym?v=123">Here's How You Can Invest In Multiple Pre-IPO AI Startups With Just $1,000.</a></li>
<li>Deloitte's fastest-growing software company partners with Amazon, Walmart &amp; Target – <a href="https://www.benzinga.com/money/mode-mobile-2">Many are rushing to grab 4,000 of its pre-IPO shares for just $0.30/share!</a></li>
</ul>
Image: Shutterstock

Personal Finance

Ramit Sethi Reveals How You Can Tell If You Are In Survival Mode: 'One Unexpected Expense Can Throw Your Whole Life Into Chaos'

Barclays analyst Brandon Oglenski maintains Hub Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HUBG#NASDAQ">HUBG</a>) with a Equal-Weight and lowers the price target from $45 to $40.

Price Target

HUBG

Barclays Maintains Equal-Weight on Hub Group, Lowers Price Target to $40

<a href="https://www.youtube.com/watch?v=u9kS0t0jkJs" title="https://www.youtube.com/watch?v=u9kS0t0jkJs">https://www.youtube.com/watch?v=u9kS0t0jkJs</a>

Macro Economic Events

Global

Economics

President Trump Says EU Will Have To Pay More For Healthcare, We're Going To Have To Pay Less; Some Countries In Dire Need Might Be Helped Under Drug Policy

Corcept Therapeutics (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CORT#NASDAQ">CORT</a>) has outperformed the market over the past 5 years by 23.49% on an annualized basis producing an average annual return of 38.6%. Currently, Corcept Therapeutics has a market capitalization of $7.63 billion. 
Buying $100 In CORT: If an investor had bought $100 of CORT stock 5 years ago, it would be worth $524.96 today based on a price of $71.92 for CORT at the time of writing.
<h3>Corcept Therapeutics's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1747059311_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

CORT

Here's How Much You Would Have Made Owning Corcept Therapeutics Stock In The Last 5 Years

Barclays analyst Andrew Lazar maintains Hain Celestial Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HAIN#NASDAQ">HAIN</a>) with a Equal-Weight and lowers the price target from $4 to $2.

HAIN

Barclays Maintains Equal-Weight on Hain Celestial Group, Lowers Price Target to $2

B of A Securities analyst Joshua Dennerlein maintains Sun Communities (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SUI#NYSE">SUI</a>) with a Underperform and raises the price target from $124 to $132.

B of A Securities Maintains Underperform on Sun Communities, Raises Price Target to $132

Barclays analyst Ramsey El-Assal maintains Green Dot (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GDOT#NYSE">GDOT</a>) with a Underweight and raises the price target from $7 to $10.

GDOT

Barclays Maintains Underweight on Green Dot, Raises Price Target to $10

Barclays analyst Julian Mitchell maintains Gates Industrial Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GTES#NYSE">GTES</a>) with a Overweight and raises the price target from $22 to $23.

GTES

Barclays Maintains Overweight on Gates Industrial Corp, Raises Price Target to $23

B of A Securities analyst Derek Hewett maintains Golub Capital BDC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GBDC#NASDAQ">GBDC</a>) with a Buy and lowers the price target from $16.5 to $15.5.

GBDC

B of A Securities Maintains Buy on Golub Capital BDC, Lowers Price Target to $15.5

Barclays analyst Adrienne Yih maintains Foot Locker (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FL#NYSE">FL</a>) with a Overweight and lowers the price target from $24 to $14.

Barclays Maintains Overweight on Foot Locker, Lowers Price Target to $14

WIIM

PSNY

PSNY stock has given up its prior gain. Polestar Automotive Holding shares were trading higher after the company reported a year-over-year increase in Q1 retail sales results.

B of A Securities analyst Ken Hoexter maintains CSX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSX#NASDAQ">CSX</a>) with a Neutral and raises the price target from $30 to $31.

B of A Securities Maintains Neutral on CSX, Raises Price Target to $31

Guggenheim analyst John Heinbockel reiterates US Foods Hldg (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/USFD#NYSE">USFD</a>) with a Buy and maintains $80 price target.

Reiteration

USFD

Guggenheim Reiterates Buy on US Foods Hldg, Maintains $80 Price Target

Biotech

General

President Trump Signs Executive Order On Drug Prices; Says European Union Has Been Brutal On Drug Prices; Will No Longer Tolerate Profiteering From Big Pharma; EU Was Most Difficult On Drug Subsidies; Brought Up Weight Loss Drugs With Drug Companies

Barclays analyst Benjamin Theurer maintains Fomento Economico (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FMX#NYSE">FMX</a>) with a Equal-Weight and raises the price target from $102 to $108.

Fomento Economico Mexicano S.A.B. De C.V.

Barclays Maintains Equal-Weight on Fomento Economico, Raises Price Target to $108

GOLD

PAAS

Shares of precious metals stocks are trading lower as gold and silver drop after the US and China agreed to a temporary reduction in most tariffs on each other's goods. This could be driving a rotation out of safe-haven assets.

FTRE

FTRE stock has given up its prior gain. Fortrea Holdings shares were trading higher after the company reported better-than-expected Q1 financial results.

B of A Securities analyst Geoff Meacham maintains Kymera Therapeutics (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KYMR#NASDAQ">KYMR</a>) with a Neutral and lowers the price target from $47 to $44.

KYMR

B of A Securities Maintains Neutral on Kymera Therapeutics, Lowers Price Target to $44

Barclays analyst Ryan Macwilliams maintains EverCommerce (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EVCM#NASDAQ">EVCM</a>) with a Equal-Weight and raises the price target from $9 to $11.

EVCM

Barclays Maintains Equal-Weight on EverCommerce, Raises Price Target to $11

Guggenheim analyst Michael Schmidt reiterates SpringWorks Therapeutics (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SWTX#NASDAQ">SWTX</a>) with a Neutral and maintains $47 price target.

SWTX

Guggenheim Reiterates Neutral on SpringWorks Therapeutics, Maintains $47 Price Target

Press Releases

Lumentum Optical Circuit Switch to Improve Next-Generation AI Data Center Scalability

Lumentum to Showcase Cutting-Edge Optical Innovations for Cloud, AI, and Networking Infrastructure at OFC 2025

Lumentum and Marvell Showcase Industry's First Integrated 450G High-Speed Optical Interface at OFC 2025

Lumentum Unveils New Transceivers to Double Fiber Capacity Across Wide Range of Transmission Distances

Lumentum Showcases Next-Generation InP Chip Solutions Enabling Scalable AI Data Centers at OFC 2025

Lumentum Announces Inducement Grants Under Listing Rule 5635(c)(4) of The Nasdaq Stock Market

Lumentum Earns EcoVadis Platinum Medal for Third Consecutive Year

Lumentum to Announce Fiscal Third Quarter 2025 Financial Results on May 6, 2025

Lumentum Announces Upcoming Investor Events

Lumentum Announces Fiscal Third Quarter 2025 Financial Results

Applied Optoelectronics, Inc. - Common Stock

Applied Optoelectronics

Adtran Holdings

Arista Networks

Aviat Networks

Calix

Ciena

Clearfield

CommScope Holding Company, Inc. - Common Stock

CommScope Holding Co

Cisco Systems

Digi Intl

Ericsson - American Depositary Shares each representing 1 underlying Class B share

Telefonaktiebolaget L M

Extreme Networks

Harmonic

Juniper Networks

Mobilicom

Motorola Solutions

Nokia Corporation Sponsored American Depositary Shares

Nokia

NetScout Systems

Netgear

Ribbon Communications Inc. - Common Stock

Ribbon Communications

SatixFy Communications Ltd. Ordinary Share

SatixFy Communications

Ubiquiti

Viavi Solutions

Viasat

Raymond James

Needham

Rosenblatt

Barclays

다음은 지난주 큰 폭의 상승세를 보인 7개의 중형주 주식이다. 이 주식들은 여러분의 포트폴리오에 있나요?
<ol>
<li>AST 스페이스모바일(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASTS#NASDAQ">ASTS</a>)의 주가는 회사가 <a href="https://www.benzinga.com//node/40398813" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">9월 초 위성 5개</a>를 발사할 예정이라고 발표한 후 48.26% 급등했다. </li>
<li>템푸스 AI(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TEM#NASDAQ">TEM</a>)의 주식은 30.93% 뛰었다.</li>
<li>인탭(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTA#NASDAQ">INTA</a>)의 주가는 회사가 양호한 <a href="https://www.benzinga.com//node/40350753" target="_blank" rel="noreferrer noopener">4분기 실적</a>을 발표하고 가이던스를 발표한 이후 27.59% 상승했다. 많은 분석가들이 회사의 가격 <a href="https://www.benzinga.com/quote/inta/analyst-ratings" target="_blank" rel="noreferrer noopener">예측</a>을 높였다.</li>
<li>로어 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LOAR#NYSE">LOAR</a>)의 주가는 이 회사가 예상을 웃도는 <a href="https://www.benzinga.com//node/40335395" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">2분기 GAAP 순이익과 매출</a>을 발표한 후 25.28% 급등했다.</li>
<li>로켓랩 USA(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RKLB#NASDAQ">RKLB</a>)의 주가는 회사가 발사 준비를 위해 화성행 우주선 두 대를 플로리다주 케이프커내버럴로 배송한 후 21.03% 상승했다.</li>
<li>치푸 테크놀로지(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QFIN#NASDAQ">QFIN</a>)의 주가는 2분기 재무 결과를 발표한 뒤 지난주 19.98% 급등했다.</li>
<li>루멘텀 홀딩스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LITE#NASDAQ">LITE</a>)의 주식은 이 회사가 <a href="https://www.benzinga.com//node/40395893" target="_blank" rel="noreferrer noopener">강한 4분기 실적을 보고한 뒤 </a>19.44% 상승했다. 이에 따라 이 회사의 주가에 대한 <a href="https://www.benzinga.com//node/40395893" target="_blank" rel="noreferrer noopener">애널리스트들의 주가 예측이</a> 높아졌다.</li>
</ol>
한편 읽어보기:
<ul>
<li><a href="https://kr.benzinga.com/news/usa/stocks/%ec%97%94%eb%b9%84%eb%94%94%ec%95%84-%ec%8a%a4%ed%83%80%eb%b2%85%ec%8a%a4-%eb%b0%8f-%eb%8d%b8%ec%9d%80-%ec%a7%80%eb%82%9c%ec%a3%bc-%ec%b5%9c%ea%b3%a0-%ec%84%b1%ea%b3%bc%eb%a5%bc-%eb%b3%b4%ec%97%ac/" target="_blank" rel="noopener">엔비디아, 스타벅스 및 델은 지난주 최고 성과를 보여준 10개 대형주 중 일부 (8월 11일-8월 17일)</a></li>
<li><a href="https://kr.benzinga.com/news/usa/stocks/%eb%a6%ac%eb%b9%84%ec%95%88%ea%b3%bc-%ec%b9%98%ed%8f%b4%eb%a0%88%eb%8a%94-%ec%a7%80%eb%82%9c%ec%a3%bc-%ec%b5%9c%ec%95%85%ec%9d%98-%ec%84%b1%ea%b3%bc%eb%a5%bc-%eb%b3%b4%ec%9d%b8-10%ea%b0%9c-%eb%8c%80/" target="_blank" rel="noopener">리비안과 치폴레는 지난주 최악의 성과를 보인 10개 대형주 중 일부 (8월 11일-8월 17일)</a></li>
</ul>
AST SpaceMobile를 통한 사진






Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

목요일 오전 (현지 시간 기준) 미국 주식 선물이 더 높게 거래되면서 오늘 투자자의 관심을 끌 수 있는 일부 주식은 다음과 같다:
<ul>
<li>월스트리트는 월마트(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>)가 개장 전 1,685억 7천만 달러의 매출과 주당 0.64달러의 분기 이익을 보고할 것으로 예상하고 있다. <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>의 데이터에 따르면 월마트의 주가는 시간외 거래에서 0.5% 상승한 69.02달러를 기록했다.</li>
<li>타이탄 머시너리(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TITN#NASDAQ">TITN</a>)는 2분기에 부진한 예비 재무 결과를 발표했다. 이 회사는 매출 6억 3,400만 달러에 주당 0.17달러의 잠정 조정 이익을 예상한다고 밝혔다. 타이탄 머시너리의 주가는 시간외 거래에서 22.6% 하락한 11.90달러를 기록했다.</li>
<li>분석가들은 알리바바 그룹 홀딩(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>)은 매출 344억 6천만 달러, 주당 2.11달러의 분기 이익을 공시할 예정이다. 회사는 시장이 마감된 후 실적을 발표할 예정이다. 알리바바의 주가는 시간외 거래에서 1.2% 상승한 80.42달러를 기록했다.</li>
</ul>
<a href="https://www.benzinga.com/premarket/">여기에서 프리마켓의 움직임과 뉴스를 확인하십시오.</a>
<ul>
<li>루멘텀 홀딩스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LITE#NASDAQ">LITE</a>)는 예상보다 나은 4분기 재무실적을 보고하고 강력한 1분기 매출 가이던스를 발표했다. 이 회사는 분기별 이익을 주당 0.6달러로 보고했는데, 이는 애널리스트 합의 추정치인 주당 0.3달러를 뛰어넘는 수치다. 루멘텀의 주가는 시간외 거래에서 17.5% 상승한 53.50달러를 기록했다.</li>
<li>분석가들은 디어 앤드 컴퍼니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DE#NYSE">DE</a>)는 개장 전 매출 109억 4천만 달러, 주당 5.77달러의 분기 이익을 공시할 예정이다. 디어의 주식은 시간 외 거래에서 0.8% 상승한 354.00달러를 기록했다.</li>
</ul>
다른 트레이더들보다 30분 일찍 독점 시장 움직임 뉴스를 받아보세요 
Benzinga Pro의 14일 무료 체험을 통해 독점 뉴스 기사를 이용할 수 있어 수백만 명의 다른 트레이더보다 먼저 실행 가능한 거래 뉴스를 얻을 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

엔비디아 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)의 5년 평균 주가 대비 13% 낮은 가격에 거래되고 있다. 반면 다른 9개의 인공지능 관련 주식들이 <a href="https://www.benzinga.com/money/best-artificial-intelligence-stocks">5년 평균보다 높은 가격</a>에 거래되고 있다.
모든 10개 주식의 인공지능 평균이 52% 프리미엄에 거래되고 있다고 JP모건의 사믹 채터지(Samik Chatterjee)가 분석 노트에서 블룸버그의 데이터를 인용하여 설명했다.
아래를 확인하세요.
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" class="wp-image-288254" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/04/11141802/Screenshot-2024-04-11-at-11.47.19-PM.png" sizes="(max-width: 786px) 100vw, 786px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/04/11141802/Screenshot-2024-04-11-at-11.47.19-PM.png 786w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/04/11141802/Screenshot-2024-04-11-at-11.47.19-PM-300x173.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/04/11141802/Screenshot-2024-04-11-at-11.47.19-PM-768x444.png 768w" alt="" width="786" height="454" /></figure>
표 출처: JP모건 분석가 노트
표에서 볼 수 있는 것과 같이:
<ul>
<li>슈퍼 마이크로 컴퓨터 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>)의 주식 가격이 장기 평균 대비 169% 프리미엄에 거래되고 있다.</li>
<li>델 테크놀로지스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NASDAQ">DELL</a>)는 다음으로, 151%의 프리미엄을 기록했다.</li>
<li>루멘텀 홀딩스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LITE#NASDAQ">LITE</a>)의 경우 142%이다.</li>
<li>마벨 테크놀로지 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>)은 82% 이다.</li>
</ul>
Also Read: <a href="https://www.benzinga.com/trading-ideas/long-ideas/24/02/37203931/which-is-the-most-undervalued-ai5-stock-right-now">지금 가장 저평가된 AI5 주식은?</a>
<h2 class="wp-block-heading">인공지능 주식 포지셔닝 수익</h2>
이 섹터의 성장 가능성에도 불구하고 인공지능 주식의 장기 평가 배수에 대한 평균적인 프리미엄은 52%이다.
바로 이 프리미엄이 미국 주식 시장의 기준으로 여겨지는 S&amp;P 500 지수가 현재 장기 평균보다 11% 고가로 거래되고 있다는 것을 기억해야 한다.
이 기준에 따르면, 5년 평균 선도 P/E 배수보다 13% 낮은 가격에 거래되는 엔비디아는 훌륭한 선택으로 보인다. 어드밴스드 마이크로 디바이시스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>)와 아리스타 네트웍스(Arista Networks) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>)는 각각 27%와 31% 프리미엄으로 다른 AI 주식(엔비디아 제외)보다 더 나은 가치를 제공할 수도 있다.
현재 AI 주식 배수에 대한 프리미엄은 확실히 수익에 대한 유리한 포지셔닝에 대한 열정을 약화시키는 요소이다.
투자자들이 1분기 실적을 대비하고 있는 가운데, 거시적 역풍과 부문별 역학을 헤쳐나가는 것이 중요하다. JP모건의 통찰력은 AI 부문의 잠재적인 기회와 과제를 조명하여 투자자가 진화하는 시장 상황 속에서 포트폴리오를 최적화하도록 안내한다.
Read Next: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/04/38204573/apples-ai-upgrade-cycle-to-be-driven-by-iphone-17-analyst-outlines-3-reasons-why">애플의 AI ‘업그레이드 사이클&#8217;은 ‘아이폰 17&#8217;이 주도</a>
이미지: 셔터스톡

Comments

Lumentum Holdings

뉴스

에 대한 최신 뉴스 Lumentum Holdings (NASDAQ:LITE) 주식

일요일, 8월 18, 2024

목요일, 8월 15, 2024

금요일, 4월 12, 2024

사람들이 또한 지켜본다

뉴스

파트너 / 기고자

벤징가 글로벌