Aamun poiminta Reutersin uutisesta.
Choppy trading ahead for European semis, Jefferies warns
“Expect a choppy ride,” Jefferies says in its sector outlook on European semis for 2026, adding that being selective on stocks will be key after they saw a strong share price rise in 2025.
The market is “pricing in a sharp reversal in earnings momentum,” which the broker deems unlikely.
Jefferies’ favourites are SUSS, Nokia, and Infineon where “expectations are lower,” with the latter also set to benefit from positive signs in demand for industrial and auto chips.