Wade Bush analyst Matt Bryson said in a research report to customers that Intel's revenue and profit margins are expected to greatly exceed market expectations, and this trend is likely to continue in the third quarter. He maintains Intel's neutral rating with a price target of $95. This target price is basically the same as Intel's current stock price before the earnings report was released, which means that even if the performance is expected to exceed expectations, Wade Bush believes there is limited room for the stock price to rise. Bryson pointed out that TSMC's trend is the reason he remains cautious. TSMC handed over record profits and raised annual performance guidelines last week, but the stock price is still falling; after a year of sharp rise, sector valuations are already at a high level, and investors chose to settle in the bag. Bryson wrote: Even if performance significantly exceeds expectations and sales return to the acceleration channel, it will be difficult to stop the semiconductor sector from being sold off as a whole.

Wade Bush analyst Matt Bryson said in a research report to customers that Intel's revenue and profit margins are expected to greatly exceed market expectations, and this trend is likely to continue in the third quarter. He maintains Intel's neutral rating with a price target of $95. This target price is basically the same as Intel's current stock price before the earnings report was released, which means that even if the performance is expected to exceed expectations, Wade Bush believes there is limited room for the stock price to rise. Bryson pointed out that TSMC's trend is the reason he remains cautious. TSMC handed over record profits and raised annual performance guidelines last week, but the stock price is still falling; after a year of sharp rise, sector valuations are already at a high level, and investors chose to settle in the bag. Bryson wrote: Even if performance significantly exceeds expectations and sales return to the acceleration channel, it will be difficult to stop the semiconductor sector from being sold off as a whole.