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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":606019675,"tweetId":"606019675","gmtCreate":1638800741908,"gmtModify":1638800899419,"author":{"id":3581996887679255,"idStr":"3581996887679255","authorId":3581996887679255,"authorIdStr":"3581996887679255","name":"AndrinaAu","avatar":"https://static.tigerbbs.com/527aef2be2ecd5e3af8295747ad2b02f","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":21,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>Ok</body></html>","htmlText":"<html><head></head><body>Ok</body></html>","text":"Ok","highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/606019675","repostId":1118382057,"repostType":4,"repost":{"id":"1118382057","kind":"news","pubTimestamp":1638800415,"share":"https://www.laohu8.com/m/news/1118382057?lang=zh_CN&edition=full","pubTime":"2021-12-06 22:20","market":"us","language":"en","title":"Applied Materials Is Citi’s Top Chip Pick for 2022. Nvidia Is No. 3.<blockquote>应用材料公司是花旗2022年的首选芯片。英伟达排名第三。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1118382057","media":"Barrons","summary":"Citigroup has named Applied Materials as its top chip pick for next year, with Lam Research and Nvid","content":"Citigroup&nbsp;has named&nbsp;Applied Materials&nbsp;as its top chip pick for next year, with&nbsp;Lam Research&nbsp;and&nbsp;Nvidia&nbsp;rounding out the bank’s top three stocks in the semiconductor sector in 2022.<blockquote>花旗集团已将应用材料列为明年的首选芯片，泛林研究和英伟达跻身该行2022年半导体行业前三名股票。</blockquote> The bank is now favoring semiconductor capital equipment companies, which supply devices and components used in the production of computer chips. That is because technical advancements and government incentives could see annual spending on equipment hit $100 billion through 2025, a team at Citi said Monday.<blockquote>该银行现在青睐半导体资本设备公司，这些公司供应用于生产计算机芯片的设备和组件。花旗的一个团队周一表示，这是因为技术进步和政府激励措施可能会使设备年度支出到2025年达到1000亿美元。</blockquote> Applied Materials (ticker: AMAT) is the best-exposed equipment pick for 3-D devices as well as heterogeneous computing, which describes systems that use multiple processors, according to Citi. That is to say nothing of government spending megatrends, with government incentives being driven by securing semiconductor intellectual property and supply chains.<blockquote>据花旗称，应用材料公司（股票代码：AMAT）是3D设备和异构计算（描述使用多个处理器的系统）的最佳设备选择。更不用说政府支出的大趋势了，政府的激励措施是通过保护半导体知识产权和供应链来推动的。</blockquote> “Design complexity and the migration to 3-D structures along with innovations in semiconductor materials will likely generate significant changes and opportunities for material and equipment suppliers,” the Citi analysts said.<blockquote>花旗分析师表示：“设计复杂性、向3D结构的迁移以及半导体材料的创新可能会为材料和设备供应商带来重大变化和机遇。”</blockquote> Applied Materials, which analyst Atif Malik rates as Buy with a target price of $175, ticks all the boxes, according to Citi. The stock, which was previously the bank’s number-three pick, is currently trading around $145, implying some 21% upside.<blockquote>花旗表示，分析师Atif Malik将应用材料公司评级为买入，目标价为175美元，该公司符合所有条件。该股此前是该银行的第三大选择，目前交易价格约为145美元，这意味着约21%的上涨空间。</blockquote> “Sustained government backed spending could help to keep semiconductor equipment spend at elevated levels in the next two-three years and perhaps limit a broader market cyclical pullback,” the analysts added.<blockquote>分析师补充道：“政府支持的持续支出可能有助于在未来两到三年内将半导体设备支出保持在较高水平，并可能限制更广泛的市场周期性回调。”</blockquote> Lam Research (LRCX) is Citi’s number-two pick for 2022, up from sixth place, in large part because of its dominance in flash memory, which is a market expected to grow rapidly as adoption of cloud computing increases. Lam is rated as Buy with a target price of $750. Trading around $660 currently, that implies 14% upside.<blockquote>Lam Research(LRCX)是花旗2022年的第二大选择，高于第六位，这在很大程度上是因为其在闪存领域的主导地位，随着云计算采用的增加，闪存市场预计将快速增长。Lam评级为买入，目标价为750美元。目前交易价格约为660美元，这意味着14%的上涨空间。</blockquote> Nvidia, a leader in graphics processing units, was bumped up to Citi’s number-three spot from the fourth position. Nvidia isn’t only poised to benefit from a GPU product cycle next year, but is also a “secular winner” on the metaverse theme, Citi said.<blockquote>图形处理部门的领导者英伟达从花旗的第四位升至第三位。花旗表示，英伟达不仅有望从明年的GPU产品周期中受益，而且还是元宇宙主题的“长期赢家”。</blockquote> Bullishness on Nvidia comes even as Citi, like many others, views its deal for chip designer Arm as unlikely to come through. Rated as Buy with a target price of $350, Citi implies some 14% upside on the stock from its closing price on Friday.<blockquote>尽管花旗和许多其他公司一样认为英伟达与芯片设计公司Arm的交易不太可能实现，但人们还是对英伟达持乐观态度。花旗评级为买入，目标价为350美元，暗示该股较周五收盘价上涨约14%。</blockquote> Marvell Technology&nbsp;(MRVL) was bumped from the number-one spot to the fourth position after a strong stock performance in the latest quarter.KLA Corporation&nbsp;(KLAC), which was previously Citi’s number-two pick, is now in the fifth position after a similar stock outperformance.<blockquote>Marvell Technology(MRVL)在最近一个季度的股票表现强劲后，从第一名跃升至第四名。KLA Corporation(KLAC)此前是花旗的第二名，目前在类似股票表现优异后排名第五。</blockquote> Applied Materials was down 0.7% in U.S. premarket trading Monday, with Lam Research 0.5% lower and Nvidia falling 3.2%.<blockquote>应用材料公司周一在美国盘前交易中下跌0.7%，Lam Research下跌0.5%，Nvidia下跌3.2%。</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>Applied Materials Is Citi’s Top Chip Pick for 2022. Nvidia Is No. 3.<blockquote>应用材料公司是花旗2022年的首选芯片。英伟达排名第三。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApplied Materials Is Citi’s Top Chip Pick for 2022. Nvidia Is No. 3.<blockquote>应用材料公司是花旗2022年的首选芯片。英伟达排名第三。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-12-06 22:20\n\n</h4>\n</header>\n<article>\nCitigroup&nbsp;has named&nbsp;Applied Materials&nbsp;as its top chip pick for next year, with&nbsp;Lam Research&nbsp;and&nbsp;Nvidia&nbsp;rounding out the bank’s top three stocks in the semiconductor sector in 2022.<blockquote>花旗集团已将应用材料列为明年的首选芯片，泛林研究和英伟达跻身该行2022年半导体行业前三名股票。</blockquote> The bank is now favoring semiconductor capital equipment companies, which supply devices and components used in the production of computer chips. That is because technical advancements and government incentives could see annual spending on equipment hit $100 billion through 2025, a team at Citi said Monday.<blockquote>该银行现在青睐半导体资本设备公司，这些公司供应用于生产计算机芯片的设备和组件。花旗的一个团队周一表示，这是因为技术进步和政府激励措施可能会使设备年度支出到2025年达到1000亿美元。</blockquote> Applied Materials (ticker: AMAT) is the best-exposed equipment pick for 3-D devices as well as heterogeneous computing, which describes systems that use multiple processors, according to Citi. That is to say nothing of government spending megatrends, with government incentives being driven by securing semiconductor intellectual property and supply chains.<blockquote>据花旗称，应用材料公司（股票代码：AMAT）是3D设备和异构计算（描述使用多个处理器的系统）的最佳设备选择。更不用说政府支出的大趋势了，政府的激励措施是通过保护半导体知识产权和供应链来推动的。</blockquote> “Design complexity and the migration to 3-D structures along with innovations in semiconductor materials will likely generate significant changes and opportunities for material and equipment suppliers,” the Citi analysts said.<blockquote>花旗分析师表示：“设计复杂性、向3D结构的迁移以及半导体材料的创新可能会为材料和设备供应商带来重大变化和机遇。”</blockquote> Applied Materials, which analyst Atif Malik rates as Buy with a target price of $175, ticks all the boxes, according to Citi. The stock, which was previously the bank’s number-three pick, is currently trading around $145, implying some 21% upside.<blockquote>花旗表示，分析师Atif Malik将应用材料公司评级为买入，目标价为175美元，该公司符合所有条件。该股此前是该银行的第三大选择，目前交易价格约为145美元，这意味着约21%的上涨空间。</blockquote> “Sustained government backed spending could help to keep semiconductor equipment spend at elevated levels in the next two-three years and perhaps limit a broader market cyclical pullback,” the analysts added.<blockquote>分析师补充道：“政府支持的持续支出可能有助于在未来两到三年内将半导体设备支出保持在较高水平，并可能限制更广泛的市场周期性回调。”</blockquote> Lam Research (LRCX) is Citi’s number-two pick for 2022, up from sixth place, in large part because of its dominance in flash memory, which is a market expected to grow rapidly as adoption of cloud computing increases. Lam is rated as Buy with a target price of $750. Trading around $660 currently, that implies 14% upside.<blockquote>Lam Research(LRCX)是花旗2022年的第二大选择，高于第六位，这在很大程度上是因为其在闪存领域的主导地位，随着云计算采用的增加，闪存市场预计将快速增长。Lam评级为买入，目标价为750美元。目前交易价格约为660美元，这意味着14%的上涨空间。</blockquote> Nvidia, a leader in graphics processing units, was bumped up to Citi’s number-three spot from the fourth position. Nvidia isn’t only poised to benefit from a GPU product cycle next year, but is also a “secular winner” on the metaverse theme, Citi said.<blockquote>图形处理部门的领导者英伟达从花旗的第四位升至第三位。花旗表示，英伟达不仅有望从明年的GPU产品周期中受益，而且还是元宇宙主题的“长期赢家”。</blockquote> Bullishness on Nvidia comes even as Citi, like many others, views its deal for chip designer Arm as unlikely to come through. Rated as Buy with a target price of $350, Citi implies some 14% upside on the stock from its closing price on Friday.<blockquote>尽管花旗和许多其他公司一样认为英伟达与芯片设计公司Arm的交易不太可能实现，但人们还是对英伟达持乐观态度。花旗评级为买入，目标价为350美元，暗示该股较周五收盘价上涨约14%。</blockquote> Marvell Technology&nbsp;(MRVL) was bumped from the number-one spot to the fourth position after a strong stock performance in the latest quarter.KLA Corporation&nbsp;(KLAC), which was previously Citi’s number-two pick, is now in the fifth position after a similar stock outperformance.<blockquote>Marvell Technology(MRVL)在最近一个季度的股票表现强劲后，从第一名跃升至第四名。KLA Corporation(KLAC)此前是花旗的第二名，目前在类似股票表现优异后排名第五。</blockquote> Applied Materials was down 0.7% in U.S. premarket trading Monday, with Lam Research 0.5% lower and Nvidia falling 3.2%.<blockquote>应用材料公司周一在美国盘前交易中下跌0.7%，Lam Research下跌0.5%，Nvidia下跌3.2%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/applied-materials-chip-pick-citi-51638798903?mod=hp_LATEST\">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":{"MRVL":"迈威尔科技","NVDA":"英伟达","AMAT":"应用材料","KLAC":"科磊","LRCX":"拉姆研究"},"source_url":"https://www.barrons.com/articles/applied-materials-chip-pick-citi-51638798903?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118382057","content_text":"Citigroup has named Applied Materials as its top chip pick for next year, with Lam Research and Nvidia rounding out the bank’s top three stocks in the semiconductor sector in 2022.\nThe bank is now favoring semiconductor capital equipment companies, which supply devices and components used in the production of computer chips. That is because technical advancements and government incentives could see annual spending on equipment hit $100 billion through 2025, a team at Citi said Monday.\nApplied Materials (ticker: AMAT) is the best-exposed equipment pick for 3-D devices as well as heterogeneous computing, which describes systems that use multiple processors, according to Citi. That is to say nothing of government spending megatrends, with government incentives being driven by securing semiconductor intellectual property and supply chains.\n“Design complexity and the migration to 3-D structures along with innovations in semiconductor materials will likely generate significant changes and opportunities for material and equipment suppliers,” the Citi analysts said.\nApplied Materials, which analyst Atif Malik rates as Buy with a target price of $175, ticks all the boxes, according to Citi. The stock, which was previously the bank’s number-three pick, is currently trading around $145, implying some 21% upside.\n“Sustained government backed spending could help to keep semiconductor equipment spend at elevated levels in the next two-three years and perhaps limit a broader market cyclical pullback,” the analysts added.\nLam Research (LRCX) is Citi’s number-two pick for 2022, up from sixth place, in large part because of its dominance in flash memory, which is a market expected to grow rapidly as adoption of cloud computing increases. Lam is rated as Buy with a target price of $750. Trading around $660 currently, that implies 14% upside.\nNvidia, a leader in graphics processing units, was bumped up to Citi’s number-three spot from the fourth position. Nvidia isn’t only poised to benefit from a GPU product cycle next year, but is also a “secular winner” on the metaverse theme, Citi said.\nBullishness on Nvidia comes even as Citi, like many others, views its deal for chip designer Arm as unlikely to come through. Rated as Buy with a target price of $350, Citi implies some 14% upside on the stock from its closing price on Friday.\nMarvell Technology (MRVL) was bumped from the number-one spot to the fourth position after a strong stock performance in the latest quarter.KLA Corporation (KLAC), which was previously Citi’s number-two pick, is now in the fifth position after a similar stock outperformance.\nApplied Materials was down 0.7% in U.S. premarket trading Monday, with Lam Research 0.5% lower and Nvidia falling 3.2%.","news_type":1,"symbols_score_info":{"LRCX":0.9,"NVDA":0.9,"AMAT":0.9,"KLAC":0.9,"MRVL":0.9}},"isVote":1,"tweetType":1,"viewCount":584,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/606019675"}