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2021-12-22
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Nvidia, Marvell and Micron among top semi stocks for 2022, UBS says<blockquote>瑞银表示，英伟达、Marvell 和美光是 2022 年顶级 semi 股票</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":691352643,"tweetId":"691352643","gmtCreate":1640140621518,"gmtModify":1640140621766,"author":{"id":3575626976695048,"idStr":"3575626976695048","authorId":3575626976695048,"authorIdStr":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":21,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>Avengers </p></body></html>","htmlText":"<html><head></head><body><p>Avengers </p></body></html>","text":"Avengers","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/691352643","repostId":1132502645,"repostType":4,"repost":{"id":"1132502645","kind":"news","pubTimestamp":1640138400,"share":"https://www.laohunote.com/m/news/1132502645?lang=zh_CN&edition=full","pubTime":"2021-12-22 10:00","market":"us","language":"en","title":"Nvidia, Marvell and Micron among top semi stocks for 2022, UBS says<blockquote>瑞银表示，英伟达、Marvell 和美光是 2022 年顶级 semi 股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1132502645","media":"Seeking Alpha","summary":"Nvidia(NASDAQ:NVDA), Marvell Technology(NASDAQ:MRVL) and Micron(NASDAQ:MU) are among the top semicon","content":"<p>Nvidia(NASDAQ:NVDA), Marvell Technology(NASDAQ:MRVL) and Micron(NASDAQ:MU) are among the top semiconductor stocks for 2022 at UBS, as the investment firm favors companies that have exposure to artificial intelligence and edge computing.</p><p><blockquote>英伟达（纳斯达克股票代码：NVDA）、Marvell Technology（纳斯达克股票代码：MRVL）和美光（纳斯达克股票代码：MU）是瑞银 2022 年最受欢迎的半导体股票之一，因为该投资公司青睐涉足人工智能和边缘计算的公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4a1c53ba379b52dcd7584cb55a0b11a\" tg-width=\"1536\" tg-height=\"1053\" width=\"100%\" height=\"auto\"><span>David Becker/Getty Images News</span></p><p><blockquote><p class=\"t-img-caption\"><span>大卫·贝克尔/盖蒂图片社新闻</span></p></blockquote></p><p> Analyst Timothy Arcuri believes that Nvidia (NVDA) is likely to benefit as it builds more \"stable\" revenue sources around its GPU and software moats, while Marvell (MRVL) is capable of using its \"broad portfolio\" and 5 nanometer investments into a host of new applications and opportunities. UBS has a buy rating on Nvidia (NVDA).</p><p><blockquote>分析师蒂莫西·阿库里 (Timothy Arcuri) 认为，英伟达 (NVDA) 可能会受益，因为它围绕其 GPU 和软件护城河建立了更多“稳定”的收入来源，而 Marvell (MRVL) 则能够利用其“广泛的产品组合”和 5 纳米投资大量新应用和机会。瑞银给予英伟达 (NVDA) 买入评级。</blockquote></p><p> Micron (MU), which reported third-quarter earnings on Monday that beat Wall Street expectations, is likely to benefit in 2022 as an increase in memory could \"drive a re-rating as DRAM cycles are becoming more durable,\" UBS wrote. Arcuri has a buy rating on Micron (MU) shares.</p><p><blockquote>瑞银写道，美光 (MU) 周一公布的第三季度收益超出华尔街预期，该公司可能会在 2022 年受益，因为内存的增长可能会“随着 DRAM 周期变得更加耐用，推动重新评级”。Arcuri 对美光 (MU) 股票给予买入评级。</blockquote></p><p> Lam Research(NASDAQ:LRCX) is also likely to benefit in 2022, as UBS sees a \"hockey stick\"-like growth in NAND Wafer Fab Equipment and Teradyne(NASDAQ:TER)should benefit from the system-on-a-chip test market \"is biased potentially much higher in '22 as it 'catches up' with front-end WFE.\"</p><p><blockquote>Lam Research（纳斯达克股票代码：LRCX）也可能在 2022 年受益，因为瑞银认为 NAND 晶圆厂设备将出现“曲棍球棒”般的增长，而 Teradyne（纳斯达克股票代码：TER）应该会受益于片上系统测试市场“随着它‘赶上’前端 WFE，2022 年的偏差可能会更高。”</blockquote></p><p> Additionally, companies like Broadcom(NASDAQ:AVGO), Synopsys(NASDAQ:SNPS), Analog Devices(NASDAQ:ADI)and Intel(NASDAQ:INTC)are all likely to benefit for a variety of different reasons, with Broadcom (AVGO) offering cyclical downside protection. Synopsys (SNPS) has a strong digital position, while Analog Digital Devices (ADI) could benefit from cost synergies of the Maxim deal.</p><p><blockquote>此外，博通（纳斯达克股票代码：AVGO）、新思科技（纳斯达克股票代码：SNPS）、模拟设备（纳斯达克股票代码：ADI）和英特尔（纳斯达克股票代码：INTC）等公司都可能因各种不同原因受益，其中博通（AVGO）提供周期性下行保护。新思科技 (SNPS) 拥有强大的数字地位，而模拟数字设备 (ADI) 则可以从 Maxim 交易的成本协同效应中受益。</blockquote></p><p> Intel (INTC), which has been beleaguered in recent years, is \"starting to close the competitive gap in terms of product roadmap with Alder Lake and Sapphire Rapids, but the substantial [capital expenditure] and uncertain return associated with foundry efforts keep us on the sidelines,\" Arcuri wrote in a note to investors, rating shares neutral.</p><p><blockquote>近年来陷入困境的英特尔 (INTC)“开始缩小与 Alder Lake 和 Sapphire Rapids 在产品路线图方面的竞争差距，但与代工工作相关的巨额[资本支出]和不确定的回报让我们处于观望状态，”阿库里在给投资者的一份报告中写道，将股票评级为中性。</blockquote></p><p> The picture for other major chipmakers like Advanced Micro Devices(NASDAQ:AMD)and Qualcomm(NASDAQ:QCOM)is more mixed, with Arcuri citing Intel's (INTC) ability to close the gap with AMD, while Qualcomm is tied to a \"mmWave ramp that still seems a ways out.\"</p><p><blockquote>Advanced Micro Devices（纳斯达克股票代码：AMD）和高通（纳斯达克股票代码：QCOM）等其他主要芯片制造商的情况则更加复杂，Arcuri 引用了英特尔 (INTC) 缩小与 AMD 差距的能力，而高通则与“毫米波斜坡似乎仍然是一条出路。”</blockquote></p><p> Last week, Qualcomm (QCOM) was named Morgan Stanley's top semiconductor stock heading into 2022, as the company is likely to benefit from continued growth in the smartphone business, notably 5G, and the company's growing exposure to the automotive and Internet of Things business.</p><p><blockquote>上周，高通 (QCOM) 被摩根士丹利评为 2022 年最佳半导体股票，因为该公司可能会受益于智能手机业务（尤其是 5G）的持续增长，以及该公司对汽车和物联网业务的不断增长。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nNvidia, Marvell and Micron among top semi stocks for 2022, UBS says<blockquote>瑞银表示，英伟达、Marvell 和美光是 2022 年顶级 semi 股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-22 10:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Nvidia(NASDAQ:NVDA), Marvell Technology(NASDAQ:MRVL) and Micron(NASDAQ:MU) are among the top semiconductor stocks for 2022 at UBS, as the investment firm favors companies that have exposure to artificial intelligence and edge computing.</p><p><blockquote>英伟达（纳斯达克股票代码：NVDA）、Marvell Technology（纳斯达克股票代码：MRVL）和美光（纳斯达克股票代码：MU）是瑞银 2022 年最受欢迎的半导体股票之一，因为该投资公司青睐涉足人工智能和边缘计算的公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4a1c53ba379b52dcd7584cb55a0b11a\" tg-width=\"1536\" tg-height=\"1053\" width=\"100%\" height=\"auto\"><span>David Becker/Getty Images News</span></p><p><blockquote><p class=\"t-img-caption\"><span>大卫·贝克尔/盖蒂图片社新闻</span></p></blockquote></p><p> Analyst Timothy Arcuri believes that Nvidia (NVDA) is likely to benefit as it builds more \"stable\" revenue sources around its GPU and software moats, while Marvell (MRVL) is capable of using its \"broad portfolio\" and 5 nanometer investments into a host of new applications and opportunities. UBS has a buy rating on Nvidia (NVDA).</p><p><blockquote>分析师蒂莫西·阿库里 (Timothy Arcuri) 认为，英伟达 (NVDA) 可能会受益，因为它围绕其 GPU 和软件护城河建立了更多“稳定”的收入来源，而 Marvell (MRVL) 则能够利用其“广泛的产品组合”和 5 纳米投资大量新应用和机会。瑞银给予英伟达 (NVDA) 买入评级。</blockquote></p><p> Micron (MU), which reported third-quarter earnings on Monday that beat Wall Street expectations, is likely to benefit in 2022 as an increase in memory could \"drive a re-rating as DRAM cycles are becoming more durable,\" UBS wrote. Arcuri has a buy rating on Micron (MU) shares.</p><p><blockquote>瑞银写道，美光 (MU) 周一公布的第三季度收益超出华尔街预期，该公司可能会在 2022 年受益，因为内存的增长可能会“随着 DRAM 周期变得更加耐用，推动重新评级”。Arcuri 对美光 (MU) 股票给予买入评级。</blockquote></p><p> Lam Research(NASDAQ:LRCX) is also likely to benefit in 2022, as UBS sees a \"hockey stick\"-like growth in NAND Wafer Fab Equipment and Teradyne(NASDAQ:TER)should benefit from the system-on-a-chip test market \"is biased potentially much higher in '22 as it 'catches up' with front-end WFE.\"</p><p><blockquote>Lam Research（纳斯达克股票代码：LRCX）也可能在 2022 年受益，因为瑞银认为 NAND 晶圆厂设备将出现“曲棍球棒”般的增长，而 Teradyne（纳斯达克股票代码：TER）应该会受益于片上系统测试市场“随着它‘赶上’前端 WFE，2022 年的偏差可能会更高。”</blockquote></p><p> Additionally, companies like Broadcom(NASDAQ:AVGO), Synopsys(NASDAQ:SNPS), Analog Devices(NASDAQ:ADI)and Intel(NASDAQ:INTC)are all likely to benefit for a variety of different reasons, with Broadcom (AVGO) offering cyclical downside protection. Synopsys (SNPS) has a strong digital position, while Analog Digital Devices (ADI) could benefit from cost synergies of the Maxim deal.</p><p><blockquote>此外，博通（纳斯达克股票代码：AVGO）、新思科技（纳斯达克股票代码：SNPS）、模拟设备（纳斯达克股票代码：ADI）和英特尔（纳斯达克股票代码：INTC）等公司都可能因各种不同原因受益，其中博通（AVGO）提供周期性下行保护。新思科技 (SNPS) 拥有强大的数字地位，而模拟数字设备 (ADI) 则可以从 Maxim 交易的成本协同效应中受益。</blockquote></p><p> Intel (INTC), which has been beleaguered in recent years, is \"starting to close the competitive gap in terms of product roadmap with Alder Lake and Sapphire Rapids, but the substantial [capital expenditure] and uncertain return associated with foundry efforts keep us on the sidelines,\" Arcuri wrote in a note to investors, rating shares neutral.</p><p><blockquote>近年来陷入困境的英特尔 (INTC)“开始缩小与 Alder Lake 和 Sapphire Rapids 在产品路线图方面的竞争差距，但与代工工作相关的巨额[资本支出]和不确定的回报让我们处于观望状态，”阿库里在给投资者的一份报告中写道，将股票评级为中性。</blockquote></p><p> The picture for other major chipmakers like Advanced Micro Devices(NASDAQ:AMD)and Qualcomm(NASDAQ:QCOM)is more mixed, with Arcuri citing Intel's (INTC) ability to close the gap with AMD, while Qualcomm is tied to a \"mmWave ramp that still seems a ways out.\"</p><p><blockquote>Advanced Micro Devices（纳斯达克股票代码：AMD）和高通（纳斯达克股票代码：QCOM）等其他主要芯片制造商的情况则更加复杂，Arcuri 引用了英特尔 (INTC) 缩小与 AMD 差距的能力，而高通则与“毫米波斜坡似乎仍然是一条出路。”</blockquote></p><p> Last week, Qualcomm (QCOM) was named Morgan Stanley's top semiconductor stock heading into 2022, as the company is likely to benefit from continued growth in the smartphone business, notably 5G, and the company's growing exposure to the automotive and Internet of Things business.</p><p><blockquote>上周，高通 (QCOM) 被摩根士丹利评为 2022 年最佳半导体股票，因为该公司可能会受益于智能手机业务（尤其是 5G）的持续增长，以及该公司对汽车和物联网业务的不断增长。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3782338-nvidia-marvell-and-micron-among-top-semi-stocks-for-2022-ubs-says\">Seeking Alpha</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":{"NVDA":"英伟达","MRVL":"迈威尔科技","MU":"美光科技"},"source_url":"https://seekingalpha.com/news/3782338-nvidia-marvell-and-micron-among-top-semi-stocks-for-2022-ubs-says","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132502645","content_text":"Nvidia(NASDAQ:NVDA), Marvell Technology(NASDAQ:MRVL) and Micron(NASDAQ:MU) are among the top semiconductor stocks for 2022 at UBS, as the investment firm favors companies that have exposure to artificial intelligence and edge computing.\nDavid Becker/Getty Images News\nAnalyst Timothy Arcuri believes that Nvidia (NVDA) is likely to benefit as it builds more \"stable\" revenue sources around its GPU and software moats, while Marvell (MRVL) is capable of using its \"broad portfolio\" and 5 nanometer investments into a host of new applications and opportunities. UBS has a buy rating on Nvidia (NVDA).\nMicron (MU), which reported third-quarter earnings on Monday that beat Wall Street expectations, is likely to benefit in 2022 as an increase in memory could \"drive a re-rating as DRAM cycles are becoming more durable,\" UBS wrote. Arcuri has a buy rating on Micron (MU) shares.\nLam Research(NASDAQ:LRCX) is also likely to benefit in 2022, as UBS sees a \"hockey stick\"-like growth in NAND Wafer Fab Equipment and Teradyne(NASDAQ:TER)should benefit from the system-on-a-chip test market \"is biased potentially much higher in '22 as it 'catches up' with front-end WFE.\"\nAdditionally, companies like Broadcom(NASDAQ:AVGO), Synopsys(NASDAQ:SNPS), Analog Devices(NASDAQ:ADI)and Intel(NASDAQ:INTC)are all likely to benefit for a variety of different reasons, with Broadcom (AVGO) offering cyclical downside protection. Synopsys (SNPS) has a strong digital position, while Analog Digital Devices (ADI) could benefit from cost synergies of the Maxim deal.\nIntel (INTC), which has been beleaguered in recent years, is \"starting to close the competitive gap in terms of product roadmap with Alder Lake and Sapphire Rapids, but the substantial [capital expenditure] and uncertain return associated with foundry efforts keep us on the sidelines,\" Arcuri wrote in a note to investors, rating shares neutral.\nThe picture for other major chipmakers like Advanced Micro Devices(NASDAQ:AMD)and Qualcomm(NASDAQ:QCOM)is more mixed, with Arcuri citing Intel's (INTC) ability to close the gap with AMD, while Qualcomm is tied to a \"mmWave ramp that still seems a ways out.\"\nLast week, Qualcomm (QCOM) was named Morgan Stanley's top semiconductor stock heading into 2022, as the company is likely to benefit from continued growth in the smartphone business, notably 5G, and the company's growing exposure to the automotive and Internet of Things business.","news_type":1,"symbols_score_info":{"MRVL":0.9,"NVDA":0.9,"MU":0.9}},"isVote":1,"tweetType":1,"viewCount":4051,"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":8,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/691352643"}
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