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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>但疫情引发的持续芯片短缺已经影响了从汽车到家用电器的一切近两年。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”可能会导致芯片库存下跌。</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）告诉彭博社：”2022 年，红袜队将难以重现过去三年的显著相对优异表现。</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>“明年某个时候，我们会发现半导体目前的一些积压订单将被证明是双重订购，”坎普林补充道。</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，半导体市场的一些领域看起来 “过热”。</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：“公司正在努力只运输将用于生产的产品，而不是放在库存货架上以备将来需要。”</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，韦德布什证券公司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地非常出色。</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>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，供应链问题导致估值波动，部分市场被称为“过热”。</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) 是一揽子 30 只半导体股票，今年上涨 36%，连续第三年领先于纳斯达克 100 股票指数。</blockquote> The popular chip stocks index fund rose over 50% in 2019 and 2020,Bloomberg reports.<blockquote>据彭博社报道，广受欢迎的芯片股票指数基金在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 2000 年互联网泡沫破裂。</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，Nvidia Advanced Micro Devices 和 Broadcom 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>但疫情引发的持续芯片短缺已经影响了从汽车到家用电器的一切近两年。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”可能会导致芯片库存下跌。</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）告诉彭博社：”2022 年，红袜队将难以重现过去三年的显著相对优异表现。</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>“明年某个时候，我们会发现半导体目前的一些积压订单将被证明是双重订购，”坎普林补充道。</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，半导体市场的一些领域看起来 “过热”。</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：“公司正在努力只运输将用于生产的产品，而不是放在库存货架上以备将来需要。”</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，韦德布什证券公司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地非常出色。</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":{"AMD":"美国超微公司","QCOM":"高通","AVGO":"博通","MU":"美光科技","NVDA":"英伟达","TSM":"台积电"},"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,"AMD":0.9,"MU":0.9,"TSM":0.9,"AVGO":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":3852,"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,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/690587798"}