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2021-12-17

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Chip Stocks May Slow After Scorching Three-Year Streak<blockquote>芯片股在连续三年上涨后可能会放缓</blockquote>

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That could have produced a backlog that may collide with other market factors for a substantial sector correction, experts say.<blockquote>但近两年来，疫情引发的持续芯片短缺影响了从汽车到家用电器的方方面面。专家表示，这可能会产生积压，可能会与其他市场因素发生冲突，导致行业大幅调整。</blockquote> \"A possible inventory buildup, extended valuations and the threat of a jump in interest rates,\" could lead to a drop in chip stocks, Bloomberg reports.<blockquote>据彭博社报道，“可能的库存增加、估值延长以及利率上升的威胁”可能会导致芯片股下跌。</blockquote> “2022 will be a year when the SOX will struggle to repeat the significant relative outperformance it has enjoyed for the last three years,”&nbsp;Mirabaud Securities Analyst&nbsp;Neil Campling told Bloomberg.<blockquote>Mirabaud Securities分析师尼尔·坎普林(Neil Campling)对彭博社表示：“2022年，SOX将难以重复过去三年的显着相对优异表现。”</blockquote> “At some point next year, we will discover that some of the current backlog semiconductors have will prove to be double ordering,\"Campling added.<blockquote>坎普林补充道：“明年的某个时候，我们会发现目前积压的一些半导体将被证明是双重订购。”</blockquote> The Nasdaq-100 consists of the 100 largest non-financial stocks that trade on the Nasdaq and is the index tracked by the heavily traded QQQ exchange-traded fund and many other securities.<blockquote>纳斯达克100指数由在纳斯达克交易的100只最大的非金融股票组成，是交易量大的QQQ交易所交易基金和许多其他证券跟踪的指数。</blockquote> Chipmaker Broadcom last week said some areas in the semiconductor market look “excessively hot,\" according to the Bloomberg report.<blockquote>据彭博社报道，芯片制造商博通上周表示，半导体市场的某些领域看起来“过于火爆”。</blockquote> \"The company is making efforts to ship only products that will be used in production rather than sit on inventory shelves for future need,\" Chief Executive Hock Tan remarked during the earnings call, Bloomberg reports.<blockquote>据彭博社报道，首席执行官Hock Tan在财报看涨期权上表示：“该公司正在努力只运送将用于生产的产品，而不是放在库存货架上以满足未来需求。”</blockquote> Last month, analysts at Wedbush Securities called Nvidia's stock expensive and expressed&nbsp;concern about its valuation while maintaining that the chipmaker's fundamentals are undeniably excellent.<blockquote>上个月，Wedbush Securities的分析师称英伟达的股票价格昂贵，并对其估值表示担忧，同时坚称这家芯片制造商的基本面无可否认非常出色。</blockquote> Nvidia is the largest chip company in America by market value.<blockquote>英伟达是美国市值最大的芯片公司。</blockquote>","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 May Slow After Scorching Three-Year Streak<blockquote>芯片股在连续三年上涨后可能会放缓</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; 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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\">\nChip Stocks May Slow After Scorching Three-Year Streak<blockquote>芯片股在连续三年上涨后可能会放缓</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nTheStreet2021-12-15 09:47\n\n</h4>\n</header>\n<article>\nThe popular Philadelphia Stock Exchange Semiconductor Index has risen over 50% in 2019 and 2020.<blockquote>广受欢迎的费城证券交易所半导体指数在2019年和2020年上涨了50%以上。</blockquote> The wild rise of chip stocks over the last three years may not sustain itself in 2022, with valuation wobbling after supply chain issues and some parts of the market dubbed \"excessively hot,\"&nbsp;experts warned this week.<blockquote>专家本周警告称，过去三年芯片股的疯狂上涨可能无法在2022年持续，在供应链问题和市场某些部分被称为“过热”后，估值将出现波动。</blockquote> The Philadelphia Stock Exchange Semiconductor Index (SOX), a premium basket of 30 semiconductor stocks, is up 36% this year ahead of the&nbsp;Nasdaq 100 Stock Index, for the third year in a row.<blockquote>费城证券交易所半导体指数(SOX)是由30只半导体股票组成的溢价篮子，今年连续第三年上涨36%，领先于纳斯达克100股指。</blockquote> The popular chip stocks index fund rose over 50% in 2019 and 2020,Bloomberg reports.<blockquote>据彭博社报道，广受欢迎的芯片股指数基金在2019年和2020年上涨了50%以上。</blockquote> That's a whopping 250% return for all three years combined — a pace so hot that it transcends the tech stocks rally of the&nbsp;1990s, which eventually led to the dot-com bubble burst in 2000.<blockquote>这三年的总回报率高达250%——这一速度如此之快，以至于超越了20世纪90年代科技股的反弹，最终导致了2000年互联网泡沫的破裂。</blockquote> Shares in many chip makers like Nvidia Advanced Micro Devices&nbsp;and Broadcom&nbsp;have risen sharply amid continued demand for processors.<blockquote>由于对处理器的持续需求，英伟达和博通等许多芯片制造商的股价大幅上涨。</blockquote> But an ongoing chip shortage sparked by the pandemic has affected everything from cars to home appliances for nearly two years. That could have produced a backlog that may collide with other market factors for a substantial sector correction, experts say.<blockquote>但近两年来，疫情引发的持续芯片短缺影响了从汽车到家用电器的方方面面。专家表示，这可能会产生积压，可能会与其他市场因素发生冲突，导致行业大幅调整。</blockquote> \"A possible inventory buildup, extended valuations and the threat of a jump in interest rates,\" could lead to a drop in chip stocks, Bloomberg reports.<blockquote>据彭博社报道，“可能的库存增加、估值延长以及利率上升的威胁”可能会导致芯片股下跌。</blockquote> “2022 will be a year when the SOX will struggle to repeat the significant relative outperformance it has enjoyed for the last three years,”&nbsp;Mirabaud Securities Analyst&nbsp;Neil Campling told Bloomberg.<blockquote>Mirabaud Securities分析师尼尔·坎普林(Neil Campling)对彭博社表示：“2022年，SOX将难以重复过去三年的显着相对优异表现。”</blockquote> “At some point next year, we will discover that some of the current backlog semiconductors have will prove to be double ordering,\"Campling added.<blockquote>坎普林补充道：“明年的某个时候，我们会发现目前积压的一些半导体将被证明是双重订购。”</blockquote> The Nasdaq-100 consists of the 100 largest non-financial stocks that trade on the Nasdaq and is the index tracked by the heavily traded QQQ exchange-traded fund and many other securities.<blockquote>纳斯达克100指数由在纳斯达克交易的100只最大的非金融股票组成，是交易量大的QQQ交易所交易基金和许多其他证券跟踪的指数。</blockquote> Chipmaker Broadcom last week said some areas in the semiconductor market look “excessively hot,\" according to the Bloomberg report.<blockquote>据彭博社报道，芯片制造商博通上周表示，半导体市场的某些领域看起来“过于火爆”。</blockquote> \"The company is making efforts to ship only products that will be used in production rather than sit on inventory shelves for future need,\" Chief Executive Hock Tan remarked during the earnings call, Bloomberg reports.<blockquote>据彭博社报道，首席执行官Hock Tan在财报看涨期权上表示：“该公司正在努力只运送将用于生产的产品，而不是放在库存货架上以满足未来需求。”</blockquote> Last month, analysts at Wedbush Securities called Nvidia's stock expensive and expressed&nbsp;concern about its valuation while maintaining that the chipmaker's fundamentals are undeniably excellent.<blockquote>上个月，Wedbush Securities的分析师称英伟达的股票价格昂贵，并对其估值表示担忧，同时坚称这家芯片制造商的基本面无可否认非常出色。</blockquote> Nvidia is the largest chip company in America by market value.<blockquote>英伟达是美国市值最大的芯片公司。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/investing/chip-stocks-may-slow-after-scorching-three-year-streak\">TheStreet</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":{"MU":"美光科技","AVGO":"博通","TSM":"台积电","AMD":"美国超微公司","NVDA":"英伟达","QCOM":"高通"},"source_url":"https://www.thestreet.com/investing/chip-stocks-may-slow-after-scorching-three-year-streak","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122822444","content_text":"The popular Philadelphia Stock Exchange Semiconductor Index has risen over 50% in 2019 and 2020.\nThe wild rise of chip stocks over the last three years may not sustain itself in 2022, with valuation wobbling after supply chain issues and some parts of the market dubbed \"excessively hot,\" experts warned this week.\nThe Philadelphia Stock Exchange Semiconductor Index (SOX), a premium basket of 30 semiconductor stocks, is up 36% this year ahead of the Nasdaq 100 Stock Index, for the third year in a row.\nThe popular chip stocks index fund rose over 50% in 2019 and 2020,Bloomberg reports.\nThat's a whopping 250% return for all three years combined — a pace so hot that it transcends the tech stocks rally of the 1990s, which eventually led to the dot-com bubble burst in 2000.\nShares in many chip makers like Nvidia Advanced Micro Devices and Broadcom have risen sharply amid continued demand for processors.\nBut an ongoing chip shortage sparked by the pandemic has affected everything from cars to home appliances for nearly two years. That could have produced a backlog that may collide with other market factors for a substantial sector correction, experts say.\n\"A possible inventory buildup, extended valuations and the threat of a jump in interest rates,\" could lead to a drop in chip stocks, Bloomberg reports.\n“2022 will be a year when the SOX will struggle to repeat the significant relative outperformance it has enjoyed for the last three years,” Mirabaud Securities Analyst Neil Campling told Bloomberg.\n“At some point next year, we will discover that some of the current backlog semiconductors have will prove to be double ordering,\"Campling added.\nThe Nasdaq-100 consists of the 100 largest non-financial stocks that trade on the Nasdaq and is the index tracked by the heavily traded QQQ exchange-traded fund and many other securities.\nChipmaker Broadcom last week said some areas in the semiconductor market look “excessively hot,\" according to the Bloomberg report.\n\"The company is making efforts to ship only products that will be used in production rather than sit on inventory shelves for future need,\" Chief Executive Hock Tan remarked during the earnings call, Bloomberg reports.\nLast month, analysts at Wedbush Securities called Nvidia's stock expensive and expressed concern about its valuation while maintaining that the chipmaker's fundamentals are undeniably excellent.\nNvidia is the largest chip company in America by market value.","news_type":1,"symbols_score_info":{"QCOM":0.9,"AVGO":0.9,"AMD":0.9,"TSM":0.9,"MU":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":3129,"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":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/690587798"}