| [: Ʒ Ư ũ(valuewalk.com) 2023 1 3 Դϴ. ֽĿ ǰ Դϴ.]
• 2022 S&P 500 28% ϶ߴ.
• ġ(Lam Research) а ̴.
• (Qualcomm) PER 10 ̸ ̸, 3 ݵ ŷ̴.
• Ƽ(Fortinet) ̹ ǥ̸, 5 ƮƮ ġ ȸߴ.
S&P 500 ڸ 2022 2022 ־ ̾ 28% ϶ ߴ.
ݸ λ, 40 ְ ÷̼, þ-ũ̳ Ÿ ְ . ħü ¡ĵ 2023 ̱ Ҿ Ȳ Ƴְ ִ. ̷ Ҿ Ȳ ̹ Ÿ 鿡 ߰ Ÿ ϰ ɱ?
װ Ȳ ٸ.
ǥ ȭǰ ݸλ ڴٴ ȣ شٸ, ݵ ִ. ߾ ٲ 2022 4б ڵ ̹ ̸ ִ.
ٰ ؼ ֽĵ鿡 ָϴ ּ ֽ ̶ . ؿ ȯ Ȯϴٴ , ݴ ǰ ְ ̼ ŷ ̴.
2023 Ǹ, ְ ξ ¿ δ.
ġ, а
ġ(Lam Research Corporation: NASDAQ--LRCX) ݵü 鿡 Ǹϴ ̴. ġ , , ݵü Ĩ ݿ ģ ̽ ģ ȸ 忡 ִ.
̴ ݵü ؿ ִ ǰ ϱ ϰ ִ ̱ Ư .
ֱ б ǥ ġ 濵 ߱ ϰ (ݵü ) ۷ι 䰡 ϴٰ . żϰ ǰ ִ Ŭ 5G Ʈ ֱⰡ κ ϰ , ̴ ġ 忡 dz ۿϰ ִ. ο ڱ ȭ dz ְ, ݵü ߰ δ.
2022 ġ ְ 42% ϶߰, ֱ 12 PER 12 ϱ ŷ ̼ Ǿ. ݵü 巯 ġ а ٽ ̴.
, ܱ ұ
(Qualcomm ncorporated: NASDAQ--QCOM) 2022 1 40% ̻ ϶ 52 ؿ 2022 ƴ. Ʈ, º, 鿡 Ǵ 꽺 Ĩ(advanced chips) ϴ £ ô, ߰ δ.
ű ֹ ߰ ִ ߵ Ѵ. 濵 б(2022 9 26~12 26 б) 20 ϰ ִ 0.80 ϶ ̶ . , ȵ̵ 䰡 ȭDZ , 14 ô ٽ ݵü ι ܱ ϴµ δ.
2022 ڵ ȭ ޱ , 2023 ɱ δ. (connected devices) ۷ι 䰡 Կ 10 7,000 Ը 7 ϰ ִ. Ҿ 10 10% ߹ݿ ϰ ִ.
ְ PER 10赵 Ǵ ſ ̴. Դٰ 3 ݵ ִ.
Ƽ, ̹
Ƽ(Fortinet: NASDAQ--FTNT) 20,000 ̻ Ǹ Ʈ(channel partners) ۷ι Ǹ Ʈũ ǰ Ǹϴ Ʈũ Ŭ Ⱦü̴. ȣϰ, Žϸ, Ʈũ ŷڼ ϱ Ƽݿ ϴ ( 100 κ ) 50 Ѵ.
̷ ݺ ͷ ȯǰ ִ. 2022 Ƽ 32%, 43% ȴ.
̹ȿ ֱ ̽ , ڽ Ϳ ý ȣϴ ַ Ȯϴ ƴϴ.
浥 Ⱓ ̺긮 ٹ ̴µ, ̴ Ư ̹Ȼ ȣ ۿ ̴. ITμ 50 ̻ Ʈݿ ϸ鼭 ̹ȿ ξ ȴ.
Ƽݿ ϴ ̹ ǥָ ϴ ƴ϶, 5 б ƮƮ ġ ȸ ϴ ̴.
2022 32% ϶ Ŀ Ƽ ְ PER 39 ʴ´. ش հ ϸ, ſ ̴. 2022 ݱ 1:5 ֽĺ , ڵ ̹ ֽ ξ ְ Ǿ. <>
* ó: ϺƮ(MarketBeat), "These 3 Tech Stocks Are In For A Happier New Year," 2023 1 3, https://www.valuewalk.com/these-3-tech-stocks-are-in-for-a-happier-new-year/
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