Chip Stock Investor 对 $ON 的判断变化

2026-10-09
《Onsemi After the Synaptics Deal Change, Investor Day (ON Stock Analysis)》
ON 持仓维持不变;在消化 Synaptics 收购带来的杠杆与整合风险期间,预计该股将波动并区间震荡。

在我们开始今天这期关于 On Semiconductor 以及它正在收购的公司 Synaptics 的视频之前,

Before we begin today's video on On Semiconductor and the company it is acquiring, Synaptics,

我们现在就用 fiscal.ai 的一张幻灯片,展示 On Semiconductor 自 2023 年初以来的股价表现,以及它相对于部分同行的表现有多差。

Let's just use a slide right now from fiscal.ai showing a breakdown of On Semiconductors stock performance since the beginning of 2023 and how badly it has underperformed some of its peers.