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2021-05-18

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Chip Stocks Are Falling. Why Investors Should Buy the Dip.<blockquote>芯片股正在下跌。为什么投资者应该逢低买入。</blockquote>

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Why Investors Should Buy the Dip.<blockquote>芯片股正在下跌。为什么投资者应该逢低买入。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1172701858","media":"barrons","summary":"With a worldwide chip shortage hurting the supply of products ranging from home appliances to videog","content":"With a worldwide chip shortage hurting the supply of products ranging from home appliances to videogames, one analyst says now is the time to invest in semiconductor companies.<blockquote>随着全球芯片短缺损害了从家用电器到视频游戏等产品的供应，一位分析师表示，现在是投资半导体公司的时候了。</blockquote>Citi Research analyst Christopher Danely points to a six-week drop in chip stocks to make his case; the PHLX Semiconductor index, or Sox, is down 10%. The index closed down 0.9% on Monday but has advanced 72% in the past year. The S&amp;P 500 index rose 46%.<blockquote>花旗研究分析师克里斯托弗·丹利(Christopher Danely)指出，芯片股连续六周下跌来证明自己的观点；PHLX半导体指数(Sox)下跌10%。该指数周一收盘下跌0.9%，但在过去一年中上涨了72%。标普500指数上涨46%。</blockquote>Falling notebook sales and smaller smartphone shipments, coupled with lower forecasts from several chip companies, have spooked the markets, Danely wrote in a research note on Monday. Instead, investors need to recognize that the signals aren’t negative for all semiconductor producers.<blockquote>Danely周一在一份研究报告中写道，笔记本电脑销量下降和智能手机出货量减少，加上几家芯片公司的预测下调，令市场感到恐慌。相反，投资者需要认识到，这些信号并非对所有半导体生产商都是负面的。</blockquote>Danely’s top picks are&nbsp;Micron Technology(ticker: MU), NXP Semiconductors(NXPI), On Semiconductor (ON), andTexas Instrument(TXN).<blockquote>Danely的首选是美光科技（股票代码：MU）、恩智浦半导体（NXPI）、安森美半导体（ON）和德州仪器（TXN）。</blockquote>NXP Semi, On Semi, and TI all sell chips that are used by auto makers, and probably will benefit from the ongoing shortage. The shortage has forced auto makers to scale back production and scramble to acquire as many chips as possible. Danely predicted the shortage of auto semiconductors will last through the second half of the year.<blockquote>恩智浦半导体、安森美和TI都销售汽车制造商使用的芯片，并且可能会从持续的短缺中受益。短缺迫使汽车制造商缩减产量并争先恐后地获取尽可能多的芯片。丹利预测，汽车半导体的短缺将持续到今年下半年。</blockquote>The auto and industrial market is about 24% of the total market for chips, according to Citi. NXP Semi is the most exposed, with 70% of its first-quarter revenue coming from automotive and industrial sales. The numbers for On Semi and Texas Instruments were 60% and 58%, respectively.<blockquote>据花旗称，汽车和工业市场约占芯片总市场的24%。恩智浦半导体的风险敞口最大，其第一季度收入的70%来自汽车和工业销售。安森美和德州仪器的数字分别为60%和58%。</blockquote>Despite slowing notebook sales, Danely wrote that it’s too early to downgrade the personal computer space. PCs make up a third of the market for semiconductors. He expects an uptick in enterprise PC purchasing—companies buying computers for their workers—in the second half of the year. Also, he argued that the single data point of slowing notebook sales doesn’t warrant a change.<blockquote>尽管笔记本电脑销售放缓，但Danely写道，现在降级个人电脑领域还为时过早。个人电脑占半导体市场的三分之一。他预计今年下半年企业个人电脑购买量（公司为员工购买电脑）将会上升。此外，他认为笔记本电脑销售放缓的单一数据点并不能保证做出改变。</blockquote>Micron is the most divisive of Danely’s picks—the bank’s clients are divided on whether the memory chip maker is a strong name. Danely stands his ground, noting that memory demand continues to exceed supply, and inventory levels are in line with ones in the past. Memory prices also rose roughly 25% in April, compared with compared to March. That jump is the largest since 2017.<blockquote>美光科技是丹利选择中分歧最大的——该银行的客户对于这家存储芯片制造商是否是一个强大的名字存在分歧。Danely坚持自己的立场，指出内存需求继续超过供应，库存水平与过去一致。与3月份相比，4月份内存价格也上涨了约25%。这是自2017年以来的最大增幅。</blockquote>Danely has his eyes wide open, though. He expects investors to keep unloading semiconductor stocks until the second- and third-quarter pictures become clearer.<blockquote>不过，丹利睁大了眼睛。他预计投资者将继续抛售半导体股票，直到第二和第三季度的情况变得更加清晰。</blockquote>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chip Stocks Are Falling. 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Why Investors Should Buy the Dip.<blockquote>芯片股正在下跌。为什么投资者应该逢低买入。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nbarrons2021-05-18 13:47\n\n</h4>\n</header>\n<article>\nWith a worldwide chip shortage hurting the supply of products ranging from home appliances to videogames, one analyst says now is the time to invest in semiconductor companies.<blockquote>随着全球芯片短缺损害了从家用电器到视频游戏等产品的供应，一位分析师表示，现在是投资半导体公司的时候了。</blockquote>Citi Research analyst Christopher Danely points to a six-week drop in chip stocks to make his case; the PHLX Semiconductor index, or Sox, is down 10%. The index closed down 0.9% on Monday but has advanced 72% in the past year. The S&amp;P 500 index rose 46%.<blockquote>花旗研究分析师克里斯托弗·丹利(Christopher Danely)指出，芯片股连续六周下跌来证明自己的观点；PHLX半导体指数(Sox)下跌10%。该指数周一收盘下跌0.9%，但在过去一年中上涨了72%。标普500指数上涨46%。</blockquote>Falling notebook sales and smaller smartphone shipments, coupled with lower forecasts from several chip companies, have spooked the markets, Danely wrote in a research note on Monday. Instead, investors need to recognize that the signals aren’t negative for all semiconductor producers.<blockquote>Danely周一在一份研究报告中写道，笔记本电脑销量下降和智能手机出货量减少，加上几家芯片公司的预测下调，令市场感到恐慌。相反，投资者需要认识到，这些信号并非对所有半导体生产商都是负面的。</blockquote>Danely’s top picks are&nbsp;Micron Technology(ticker: MU), NXP Semiconductors(NXPI), On Semiconductor (ON), andTexas Instrument(TXN).<blockquote>Danely的首选是美光科技（股票代码：MU）、恩智浦半导体（NXPI）、安森美半导体（ON）和德州仪器（TXN）。</blockquote>NXP Semi, On Semi, and TI all sell chips that are used by auto makers, and probably will benefit from the ongoing shortage. The shortage has forced auto makers to scale back production and scramble to acquire as many chips as possible. Danely predicted the shortage of auto semiconductors will last through the second half of the year.<blockquote>恩智浦半导体、安森美和TI都销售汽车制造商使用的芯片，并且可能会从持续的短缺中受益。短缺迫使汽车制造商缩减产量并争先恐后地获取尽可能多的芯片。丹利预测，汽车半导体的短缺将持续到今年下半年。</blockquote>The auto and industrial market is about 24% of the total market for chips, according to Citi. NXP Semi is the most exposed, with 70% of its first-quarter revenue coming from automotive and industrial sales. The numbers for On Semi and Texas Instruments were 60% and 58%, respectively.<blockquote>据花旗称，汽车和工业市场约占芯片总市场的24%。恩智浦半导体的风险敞口最大，其第一季度收入的70%来自汽车和工业销售。安森美和德州仪器的数字分别为60%和58%。</blockquote>Despite slowing notebook sales, Danely wrote that it’s too early to downgrade the personal computer space. PCs make up a third of the market for semiconductors. He expects an uptick in enterprise PC purchasing—companies buying computers for their workers—in the second half of the year. Also, he argued that the single data point of slowing notebook sales doesn’t warrant a change.<blockquote>尽管笔记本电脑销售放缓，但Danely写道，现在降级个人电脑领域还为时过早。个人电脑占半导体市场的三分之一。他预计今年下半年企业个人电脑购买量（公司为员工购买电脑）将会上升。此外，他认为笔记本电脑销售放缓的单一数据点并不能保证做出改变。</blockquote>Micron is the most divisive of Danely’s picks—the bank’s clients are divided on whether the memory chip maker is a strong name. Danely stands his ground, noting that memory demand continues to exceed supply, and inventory levels are in line with ones in the past. Memory prices also rose roughly 25% in April, compared with compared to March. That jump is the largest since 2017.<blockquote>美光科技是丹利选择中分歧最大的——该银行的客户对于这家存储芯片制造商是否是一个强大的名字存在分歧。Danely坚持自己的立场，指出内存需求继续超过供应，库存水平与过去一致。与3月份相比，4月份内存价格也上涨了约25%。这是自2017年以来的最大增幅。</blockquote>Danely has his eyes wide open, though. He expects investors to keep unloading semiconductor stocks until the second- and third-quarter pictures become clearer.<blockquote>不过，丹利睁大了眼睛。他预计投资者将继续抛售半导体股票，直到第二和第三季度的情况变得更加清晰。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/chip-stocks-are-falling-why-investors-should-buy-the-dip-51621290257?siteid=yhoof2\">barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ON":"安森美半导体","MU":"美光科技","NXPI":"恩智浦","TXN":"德州仪器"},"source_url":"https://www.barrons.com/articles/chip-stocks-are-falling-why-investors-should-buy-the-dip-51621290257?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172701858","content_text":"With a worldwide chip shortage hurting the supply of products ranging from home appliances to videogames, one analyst says now is the time to invest in semiconductor companies.Citi Research analyst Christopher Danely points to a six-week drop in chip stocks to make his case; the PHLX Semiconductor index, or Sox, is down 10%. The index closed down 0.9% on Monday but has advanced 72% in the past year. The S&P 500 index rose 46%.Falling notebook sales and smaller smartphone shipments, coupled with lower forecasts from several chip companies, have spooked the markets, Danely wrote in a research note on Monday. Instead, investors need to recognize that the signals aren’t negative for all semiconductor producers.Danely’s top picks are Micron Technology(ticker: MU), NXP Semiconductors(NXPI), On Semiconductor (ON), andTexas Instrument(TXN).NXP Semi, On Semi, and TI all sell chips that are used by auto makers, and probably will benefit from the ongoing shortage. The shortage has forced auto makers to scale back production and scramble to acquire as many chips as possible. Danely predicted the shortage of auto semiconductors will last through the second half of the year.The auto and industrial market is about 24% of the total market for chips, according to Citi. NXP Semi is the most exposed, with 70% of its first-quarter revenue coming from automotive and industrial sales. The numbers for On Semi and Texas Instruments were 60% and 58%, respectively.Despite slowing notebook sales, Danely wrote that it’s too early to downgrade the personal computer space. PCs make up a third of the market for semiconductors. He expects an uptick in enterprise PC purchasing—companies buying computers for their workers—in the second half of the year. Also, he argued that the single data point of slowing notebook sales doesn’t warrant a change.Micron is the most divisive of Danely’s picks—the bank’s clients are divided on whether the memory chip maker is a strong name. Danely stands his ground, noting that memory demand continues to exceed supply, and inventory levels are in line with ones in the past. Memory prices also rose roughly 25% in April, compared with compared to March. That jump is the largest since 2017.Danely has his eyes wide open, though. He expects investors to keep unloading semiconductor stocks until the second- and third-quarter pictures become clearer.","news_type":1,"symbols_score_info":{"ON":0.9,"TXN":0.9,"NXPI":0.9,"MU":0.9}},"isVote":1,"tweetType":1,"viewCount":629,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":17,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/195728253"}