{"id":317196,"date":"2026-07-27T16:09:23","date_gmt":"2026-07-27T16:09:23","guid":{"rendered":"https:\/\/www.europesays.com\/se\/317196\/"},"modified":"2026-07-27T16:09:23","modified_gmt":"2026-07-27T16:09:23","slug":"bofa-pekar-ut-favoriter-efter-raset-i-halvledarsektorn-foredrar-asml-och-nokia","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/se\/317196\/","title":{"rendered":"BofA pekar ut favoriter efter raset i halvledarsektorn, f\u00f6redrar ASML och Nokia"},"content":{"rendered":"<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Bank of America, BofA, bed\u00f6mer att den senaste nedg\u00e5ngen i halvledarsektorn skapat ett attraktivt k\u00f6pl\u00e4ge och ser s\u00e4rskilt goda m\u00f6jligheter inom bolag som tillverkar utrustning f\u00f6r halvledarindustrin. Det framg\u00e5r av en analys som Investing har tagit del av.\n <\/p>\n<p>Den amerikanska storbanken anser att kursfallet fr\u00e4mst drivits av handelssp\u00e4nningar snarare \u00e4n f\u00f6rs\u00e4mrade fundamenta och r\u00e4knar med att investeringarna i halvledarfabriker forts\u00e4tter att \u00f6ka kraftigt de kommande \u00e5ren.\n <\/p>\n<p>BofA har k\u00f6prekommendation p\u00e5 ASML, ASM International, ST Microelectronics och Nokia. D\u00e4remot \u00e4r rekommendationen underperform p\u00e5 Ericsson och Logitech med h\u00e4nvisning till oro f\u00f6r marginaler och tillv\u00e4xtutsikter.<br \/>\n <br class=\"col-start-2\"\/><\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">newsroom@finwire.se<br \/>\n <br class=\"col-start-2\"\/><br \/>\n Nyhetsbyr\u00e5n Finwire<\/p>\n","protected":false},"excerpt":{"rendered":"Bank of America, BofA, bed\u00f6mer att den senaste nedg\u00e5ngen i halvledarsektorn skapat ett attraktivt k\u00f6pl\u00e4ge och ser s\u00e4rskilt&hellip;\n","protected":false},"author":2,"featured_media":317197,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[65],"tags":[32609,14392,72,70,71,3908,6433,5831,5836,34,22815,22814,31,33,32,30],"class_list":["post-317196","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ekonomi","tag-asm-international","tag-asml-holding","tag-business","tag-economy","tag-ekonomi","tag-ericsson","tag-ericsson-a","tag-nokia","tag-nokia-adr","tag-se","tag-stmicroelectronics","tag-stmicroelectronics-n-v-adr","tag-svenska","tag-sverige","tag-sweden","tag-swedish"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@se\/116992813756994731","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/317196","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/comments?post=317196"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/317196\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media\/317197"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media?parent=317196"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/categories?post=317196"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/tags?post=317196"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}