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2021-11-30
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GlobalFoundries, Ford’s Semiconductor Partner, Is Wall Street’s New Darling<blockquote>福特的半导体合作伙伴 GlobalFoundries 是华尔街的新宠</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":609043373,"tweetId":"609043373","gmtCreate":1638227670032,"gmtModify":1638227670233,"author":{"id":4092554906611330,"idStr":"4092554906611330","authorId":4092554906611330,"authorIdStr":"4092554906611330","name":"Samuel123win","avatar":"https://static.tigerbbs.com/fb615bd9d23d3ee707625d59ccb06f5e","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":10,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>Wow</p></body></html>","htmlText":"<html><head></head><body><p>Wow</p></body></html>","text":"Wow","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/609043373","repostId":1127146864,"repostType":4,"repost":{"id":"1127146864","kind":"news","pubTimestamp":1637591490,"share":"https://www.laohunote.com/m/news/1127146864?lang=zh_CN&edition=full","pubTime":"2021-11-22 22:31","market":"us","language":"en","title":"GlobalFoundries, Ford’s Semiconductor Partner, Is Wall Street’s New Darling<blockquote>福特的半导体合作伙伴 GlobalFoundries 是华尔街的新宠</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127146864","media":"Barrons","summary":"A bevy of analysts launched coverage of GlobalFoundries, the semiconductor fabricator working with F","content":"<p>A bevy of analysts launched coverage of GlobalFoundries, the semiconductor fabricator working with Ford Motor, on Monday. Almost all recommend buying the stock, and investors are taking the advice to heart.</p><p><blockquote>周一，一群分析师对与福特汽车合作的半导体制造商 GlobalFoundries 进行了报道。几乎所有人都建议购买该股票，投资者也将这一建议铭记在心。</blockquote></p><p> GlobalFoundries shares rose nearly 6% in early trading.</p><p><blockquote>GlobalFoundries 股价早盘上涨近 6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a0a5f777bd835d4f8cdb9565b47c4689\" tg-width=\"879\" tg-height=\"613\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Ten analysts launched coverage on the stock, according to Bloomberg. The flurry of new ratings follows the company’s initial public offering on Oct. 27, when GlobalFoundries sold 55 million shares at $47 each. Analysts working for brokers involved in an IPO don’t launch coverage for about 25 days following the stock offering.</p><p><blockquote>据彭博社报道，十名分析师对该股进行了报道。在该公司于 10 月 27 日首次公开募股之后，GlobalFoundries 以每股 47 美元的价格出售了 5500 万股股票。为参与 IPO 的经纪商工作的分析师在股票发行后约 25 天内不会推出报道。</blockquote></p><p> Now, 11 analysts cover the stock. Nine, or 82%, rate the stock at Buy. The average Buy-rating ratio for stocks in the S&P 500 is about 55%. One analyst rates shares at Hold, and the other considers them a Sell.</p><p><blockquote>现在，有 11 名分析师关注该股。9 人（即 82%）将该股评级为买入。标普500股票的平均买入评级比率约为55%。一位分析师给予该股持有评级，另一位分析师则认为该股卖出。</blockquote></p><p> The average analyst price target is $78 a share, about 25% above Friday’s closing level of $62.11.</p><p><blockquote>分析师的平均目标价为每股 78 美元，比周五收盘价 62.11 美元高出约 25%。</blockquote></p><p> Rising sales and clarity about the prospects for more are two reasons the Street likes the new chip stock. “We have entered a period of accelerated growth for semis,” Wedbush analyst Matt Bryson, who rates the stock at Buy, wrote in a Monday report. 5G devices, smarter cars, cloud data centers and other high-tech applications all need a lot of semiconductors.</p><p><blockquote>销售额上升和更多前景的明朗是华尔街喜欢新芯片股票的两个原因。“Wedbush 分析师马特-布赖森（Matt Bryson）在周一的一份报告中写道：”我们已经进入了 semis 的加速增长期，他将该股评级为买入。5G设备、更智能的汽车、云数据中心和其他高科技应用都需要大量的半导体。</blockquote></p><p> How GlobalFoundries will benefit from that increasing demand is relatively easy to project because the company has long-term contracts with its customers.</p><p><blockquote>GlobalFoundries 将如何从不断增长的需求中受益相对容易预测，因为该公司与客户签订了长期合同。</blockquote></p><p> Sales “visibility” was also cited by J.P. Morgan semiconductor analyst Harlan Sur, who rates the shares at Buy, saying GlobalFoundries is a leader in specialty chip manufacturing. His price target is a little higher than average at $80 a share. Sur projects sales will grow at about 14% a year for the coming two years.</p><p><blockquote>摩根大通半导体分析师哈兰-苏尔（Harlan Sur）也提到了销售 “可见性 ”，他将该股评级定为买入，称格芯是特种芯片制造领域的领导者。他的目标价为每股 80 美元，略高于平均水平。未来两年，Sur项目的销售额将以每年约14%的速度增长。</blockquote></p><p> GlobalFoundries doesn’t design chips like, say, Nvidia (NVDA) does. It is a manufacturer that semiconductor companies use for outsourcing production. The former chip-manufacturing unit of Advanced Micro Devices (AMD), it is the third-largest fabricator in the world.</p><p><blockquote>GlobalFoundries 设计的芯片不像 Nvidia (NVDA) 那样。它是半导体公司用于外包生产的制造商。它是先进微设备公司（AMD）的前芯片制造部门，是世界第三大制造商。</blockquote></p><p> Raymond James analyst Chris Caso’s price target is $80, like Sur’s. And he, too, rates the stock at Buy. Like Sur and Bryson, Caso likes the fact that GlobalFoundries has long-term contracts with customers that will ensure sales grow. Also on the positive side, he said in his Monday report, GlobalFoundries has “a geographic footprint that provides a competitive alternative for customers seeking diversity of wafer supply outside of Asia.”</p><p><blockquote>雷蒙德-詹姆斯（Raymond James）分析师克里斯-卡索（Chris Caso）的目标价为 80 美元，与苏尔的目标价相同。他也将该股评级为买入。与 Sur 和 Bryson 一样，Caso 喜欢 GlobalFoundries 与客户签订了长期合同，这将确保销售增长。他在周一的报告中说，从积极的一面来看，GlobalFoundries 的 “地理足迹为在亚洲以外寻求多元化晶圆供应的客户提供了一个有竞争力的替代方案”。</blockquote></p><p> That footprint appears to have weighed heavily in Ford’s (F) decision to partner with GlobalFoundries recently. That pair made a splash this past week when they announced a deal to work together to produce some of the chips the auto maker needs in America.</p><p><blockquote>这一足迹似乎在福特（F）最近决定与 GlobalFoundries 合作时发挥了重要作用。上周，两人宣布达成协议，合作生产这家汽车制造商在美国所需的一些芯片，引起了轰动。</blockquote></p><p> GlobalFoundries shares rose 11% last week as investors considered the effects of the Ford deal. Wall Street’s bullish take is giving them more fuel.</p><p><blockquote>由于投资者考虑福特交易的影响，GlobalFoundries 股价上周上涨 11%。华尔街的看涨态度为他们提供了更多燃料。</blockquote></p><p></p>","source":"market_watch","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>GlobalFoundries, Ford’s Semiconductor Partner, Is Wall Street’s New Darling<blockquote>福特的半导体合作伙伴 GlobalFoundries 是华尔街的新宠</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\">\nGlobalFoundries, Ford’s Semiconductor Partner, Is Wall Street’s New Darling<blockquote>福特的半导体合作伙伴 GlobalFoundries 是华尔街的新宠</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-22 22:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A bevy of analysts launched coverage of GlobalFoundries, the semiconductor fabricator working with Ford Motor, on Monday. Almost all recommend buying the stock, and investors are taking the advice to heart.</p><p><blockquote>周一，一群分析师对与福特汽车合作的半导体制造商 GlobalFoundries 进行了报道。几乎所有人都建议购买该股票，投资者也将这一建议铭记在心。</blockquote></p><p> GlobalFoundries shares rose nearly 6% in early trading.</p><p><blockquote>GlobalFoundries 股价早盘上涨近 6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a0a5f777bd835d4f8cdb9565b47c4689\" tg-width=\"879\" tg-height=\"613\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Ten analysts launched coverage on the stock, according to Bloomberg. The flurry of new ratings follows the company’s initial public offering on Oct. 27, when GlobalFoundries sold 55 million shares at $47 each. Analysts working for brokers involved in an IPO don’t launch coverage for about 25 days following the stock offering.</p><p><blockquote>据彭博社报道，十名分析师对该股进行了报道。在该公司于 10 月 27 日首次公开募股之后，GlobalFoundries 以每股 47 美元的价格出售了 5500 万股股票。为参与 IPO 的经纪商工作的分析师在股票发行后约 25 天内不会推出报道。</blockquote></p><p> Now, 11 analysts cover the stock. Nine, or 82%, rate the stock at Buy. The average Buy-rating ratio for stocks in the S&P 500 is about 55%. One analyst rates shares at Hold, and the other considers them a Sell.</p><p><blockquote>现在，有 11 名分析师关注该股。9 人（即 82%）将该股评级为买入。标普500股票的平均买入评级比率约为55%。一位分析师给予该股持有评级，另一位分析师则认为该股卖出。</blockquote></p><p> The average analyst price target is $78 a share, about 25% above Friday’s closing level of $62.11.</p><p><blockquote>分析师的平均目标价为每股 78 美元，比周五收盘价 62.11 美元高出约 25%。</blockquote></p><p> Rising sales and clarity about the prospects for more are two reasons the Street likes the new chip stock. “We have entered a period of accelerated growth for semis,” Wedbush analyst Matt Bryson, who rates the stock at Buy, wrote in a Monday report. 5G devices, smarter cars, cloud data centers and other high-tech applications all need a lot of semiconductors.</p><p><blockquote>销售额上升和更多前景的明朗是华尔街喜欢新芯片股票的两个原因。“Wedbush 分析师马特-布赖森（Matt Bryson）在周一的一份报告中写道：”我们已经进入了 semis 的加速增长期，他将该股评级为买入。5G设备、更智能的汽车、云数据中心和其他高科技应用都需要大量的半导体。</blockquote></p><p> How GlobalFoundries will benefit from that increasing demand is relatively easy to project because the company has long-term contracts with its customers.</p><p><blockquote>GlobalFoundries 将如何从不断增长的需求中受益相对容易预测，因为该公司与客户签订了长期合同。</blockquote></p><p> Sales “visibility” was also cited by J.P. Morgan semiconductor analyst Harlan Sur, who rates the shares at Buy, saying GlobalFoundries is a leader in specialty chip manufacturing. His price target is a little higher than average at $80 a share. Sur projects sales will grow at about 14% a year for the coming two years.</p><p><blockquote>摩根大通半导体分析师哈兰-苏尔（Harlan Sur）也提到了销售 “可见性 ”，他将该股评级定为买入，称格芯是特种芯片制造领域的领导者。他的目标价为每股 80 美元，略高于平均水平。未来两年，Sur项目的销售额将以每年约14%的速度增长。</blockquote></p><p> GlobalFoundries doesn’t design chips like, say, Nvidia (NVDA) does. It is a manufacturer that semiconductor companies use for outsourcing production. The former chip-manufacturing unit of Advanced Micro Devices (AMD), it is the third-largest fabricator in the world.</p><p><blockquote>GlobalFoundries 设计的芯片不像 Nvidia (NVDA) 那样。它是半导体公司用于外包生产的制造商。它是先进微设备公司（AMD）的前芯片制造部门，是世界第三大制造商。</blockquote></p><p> Raymond James analyst Chris Caso’s price target is $80, like Sur’s. And he, too, rates the stock at Buy. Like Sur and Bryson, Caso likes the fact that GlobalFoundries has long-term contracts with customers that will ensure sales grow. Also on the positive side, he said in his Monday report, GlobalFoundries has “a geographic footprint that provides a competitive alternative for customers seeking diversity of wafer supply outside of Asia.”</p><p><blockquote>雷蒙德-詹姆斯（Raymond James）分析师克里斯-卡索（Chris Caso）的目标价为 80 美元，与苏尔的目标价相同。他也将该股评级为买入。与 Sur 和 Bryson 一样，Caso 喜欢 GlobalFoundries 与客户签订了长期合同，这将确保销售增长。他在周一的报告中说，从积极的一面来看，GlobalFoundries 的 “地理足迹为在亚洲以外寻求多元化晶圆供应的客户提供了一个有竞争力的替代方案”。</blockquote></p><p> That footprint appears to have weighed heavily in Ford’s (F) decision to partner with GlobalFoundries recently. That pair made a splash this past week when they announced a deal to work together to produce some of the chips the auto maker needs in America.</p><p><blockquote>这一足迹似乎在福特（F）最近决定与 GlobalFoundries 合作时发挥了重要作用。上周，两人宣布达成协议，合作生产这家汽车制造商在美国所需的一些芯片，引起了轰动。</blockquote></p><p> GlobalFoundries shares rose 11% last week as investors considered the effects of the Ford deal. Wall Street’s bullish take is giving them more fuel.</p><p><blockquote>由于投资者考虑福特交易的影响，GlobalFoundries 股价上周上涨 11%。华尔街的看涨态度为他们提供了更多燃料。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/articles/globalfoundries-gfs-ford-semiconductor-ratings-51637588719?mod=mw_quote_news\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GFS":"GLOBALFOUNDRIES Inc."},"source_url":"https://www.marketwatch.com/articles/globalfoundries-gfs-ford-semiconductor-ratings-51637588719?mod=mw_quote_news","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1127146864","content_text":"A bevy of analysts launched coverage of GlobalFoundries, the semiconductor fabricator working with Ford Motor, on Monday. Almost all recommend buying the stock, and investors are taking the advice to heart.\nGlobalFoundries shares rose nearly 6% in early trading.\n\nTen analysts launched coverage on the stock, according to Bloomberg. The flurry of new ratings follows the company’s initial public offering on Oct. 27, when GlobalFoundries sold 55 million shares at $47 each. Analysts working for brokers involved in an IPO don’t launch coverage for about 25 days following the stock offering.\nNow, 11 analysts cover the stock. Nine, or 82%, rate the stock at Buy. The average Buy-rating ratio for stocks in the S&P 500 is about 55%. One analyst rates shares at Hold, and the other considers them a Sell.\nThe average analyst price target is $78 a share, about 25% above Friday’s closing level of $62.11.\nRising sales and clarity about the prospects for more are two reasons the Street likes the new chip stock. “We have entered a period of accelerated growth for semis,” Wedbush analyst Matt Bryson, who rates the stock at Buy, wrote in a Monday report. 5G devices, smarter cars, cloud data centers and other high-tech applications all need a lot of semiconductors.\nHow GlobalFoundries will benefit from that increasing demand is relatively easy to project because the company has long-term contracts with its customers.\nSales “visibility” was also cited by J.P. Morgan semiconductor analyst Harlan Sur, who rates the shares at Buy, saying GlobalFoundries is a leader in specialty chip manufacturing. His price target is a little higher than average at $80 a share. Sur projects sales will grow at about 14% a year for the coming two years.\nGlobalFoundries doesn’t design chips like, say, Nvidia (NVDA) does. It is a manufacturer that semiconductor companies use for outsourcing production. The former chip-manufacturing unit of Advanced Micro Devices (AMD), it is the third-largest fabricator in the world.\nRaymond James analyst Chris Caso’s price target is $80, like Sur’s. And he, too, rates the stock at Buy. Like Sur and Bryson, Caso likes the fact that GlobalFoundries has long-term contracts with customers that will ensure sales grow. Also on the positive side, he said in his Monday report, GlobalFoundries has “a geographic footprint that provides a competitive alternative for customers seeking diversity of wafer supply outside of Asia.”\nThat footprint appears to have weighed heavily in Ford’s (F) decision to partner with GlobalFoundries recently. That pair made a splash this past week when they announced a deal to work together to produce some of the chips the auto maker needs in America.\nGlobalFoundries shares rose 11% last week as investors considered the effects of the Ford deal. Wall Street’s bullish take is giving them more fuel.","news_type":1,"symbols_score_info":{"GFS":0.9}},"isVote":1,"tweetType":1,"viewCount":3634,"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":3,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/609043373"}
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