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2 Top Tech Stocks Ready for a Bull Run<blockquote>两只顶级科技股已准备好迎接牛市</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":698774435,"tweetId":"698774435","gmtCreate":1640567416124,"gmtModify":1640567495878,"author":{"id":3573989963279471,"idStr":"3573989963279471","authorId":3573989963279471,"authorIdStr":"3573989963279471","name":"vaicrazy","avatar":"https://static.tigerbbs.com/5e1fe01bd5dda3f3a00e7197697a8873","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":11,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>Good</p></body></html>","htmlText":"<html><head></head><body><p>Good</p></body></html>","text":"Good","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/698774435","repostId":1192758376,"repostType":4,"repost":{"id":"1192758376","kind":"news","pubTimestamp":1640566987,"share":"https://www.laohunote.com/m/news/1192758376?lang=zh_CN&edition=full","pubTime":"2021-12-27 09:03","market":"us","language":"en","title":"2 Top Tech Stocks Ready for a Bull Run<blockquote>两只顶级科技股已准备好迎接牛市</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192758376","media":"Motley Fool","summary":"Skyworks Solutions and Chewy haven't been the best performers in 2021, as shares of both companies h","content":"<p><a href=\"https://laohu8.com/S/SWKS\"><b>Skyworks Solutions</b></a> and <a href=\"https://laohu8.com/S/CHWY\"><b>Chewy</b></a> haven't been the best performers in 2021, as shares of both companies have dipped despite terrific growth in their businesses.</p><p><blockquote><a href=\"https://laohu8.com/S/SWKS\"><b>Skyworks解决方案</b></a>和<a href=\"https://laohu8.com/S/CHWY\"><b>耐嚼</b></a>2021 年表现并不是最好的公司，因为尽管两家公司的业务都取得了巨大的增长，但它们的股价都下跌了。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a881b8c120a9a6bff447766d80c93aa1\" tg-width=\"720\" tg-height=\"528\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> SWKSDATA BYYCHARTS</p><p><blockquote>SWKS数据by YCharts</blockquote></p><p> However, these tech stocks could step on the gas in the new year thanks to secular growth opportunities in the industries they operate in. Let's look at the reasons why Skyworks Solutions and Chewy could go on a bull run and leave this year's disappointing performance behind.</p><p><blockquote>然而，由于其所处行业的长期增长机会，这些科技股可能会在新的一年加快步伐。让我们来看看 Skyworks Solutions 和 Chewy 能够牛市并将今年令人失望的业绩抛在脑后的原因。</blockquote></p><p> <a href=\"https://laohu8.com/S/SWKS\"><b>Skyworks Solutions</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/SWKS\"><b>Skyworks解决方案</b></a></blockquote></p><p> Skyworks Solutions stock has dipped of late thanks to speculation that the demand for <b>Apple</b>'s(NASDAQ: AAPL)iPhone would take a hit in the holiday season. Reports suggest that long waiting times arising out of supply chain delays and production constraints haveput off customersfrom upgrading to the latest iPhone models. That has weighed on Skyworks as it supplies wireless chips for the iPhone.</p><p><blockquote>Skyworks Solutions 股价近期下跌，原因是有人猜测需求<b>苹果</b>（纳斯达克：AAPL）iPhone 将在假日季节受到打击。报告显示，供应链延迟和生产限制导致的漫长等待时间阻碍了客户升级到最新的 iPhone 型号。这给 Skyworks 带来了压力，因为它为 iPhone 供应无线芯片。</blockquote></p><p> However, there are indications that Apple's supply chain may be improving.<b>Morgan Stanley</b> analyst Katy Huberty recenlty increased her forecast for iPhone shipments in the December-ended quarter to 83 million units from the prior estimate of 80 million units, saying that Apple's supply chain problems have eased. If that estimate is hit, it would translate into a year-over-year increase of 3 million iPhone units sold, and that would be good for Skyworks since it gets most of its revenue by selling chips to Apple.</p><p><blockquote>不过，有迹象表明，苹果的供应链可能正在改善。<b>摩根士丹利</b>分析师凯蒂·休伯蒂 (Katy Huberty) 最近将截至 12 月的季度 iPhone 出货量预测从之前估计的 8000 万部上调至 8300 万部，称苹果的供应链问题已经缓解。如果这一预测达到，iPhone 销量将同比增加 300 万部，这对 Skyworks 来说是件好事，因为它的大部分收入来自向苹果出售芯片。</blockquote></p><p> Apple provided 59% of Skyworks' revenue last fiscal year, so increased sales for Apple would spell good things for Skyworks. A report cited by Taiwanese publication<i>DigiTimes</i>points out that Apple could sell over 300 million iPhones in 2022, a huge increase over this year's estimated iPhone shipments of 240 million units.</p><p><blockquote>上一财年，苹果提供了 Skyworks 59% 的收入，因此苹果销售额的增加对 Skyworks 来说是好事。台湾出版物引用的一份报告<i>数字时代</i>指出苹果在 2022 年可能售出超过 3 亿部 iPhone，比今年预计的 2.4 亿部 iPhone 出货量大幅增长。</blockquote></p><p> That may seem ambitious, but it won't be surprising to see Apple come close to that target as it is reportedly working on a 5G-enabled iPhone SE that could be launched in 2022. Some expect the 5G iPhone SE to add 30 million units to Apple's shipments next year.</p><p><blockquote>这似乎是雄心勃勃的，但看到苹果接近这一目标也就不足为奇了，因为据报道，它正在开发一款支持 5G 的 iPhone SE，可能会在 2022 年推出。一些人预计5G iPhone SE明年将为苹果的出货量增加3000万部。</blockquote></p><p> All this indicates that Skyworks' terrific momentum is here to stay. The company's revenue in the recently concluded fiscal 2021 (ended on Oct. 1) increased 52% year over year, while adjusted earnings shot up 71% to $10.50 per share. Analysts estimate Skyworks' revenue will increase 11.4% in fiscal 2022, while earnings are expected to increase 10% to $11.56 per share. The bright prospects of its largest client could help Skyworks easily exceed those expectations.</p><p><blockquote>所有这些都表明 Skyworks 的强劲势头将持续下去。该公司在最近结束的 2021 财年（截至 10 月 1 日）的收入同比增长 52%，调整后收益飙升 71%，达到每股 10.50 美元。分析师预计 Skyworks 2022 财年收入将增长 11.4%，而每股收益预计将增长 10%，达到 11.56 美元。其最大客户的光明前景可以帮助 Skyworks 轻松超越这些预期。</blockquote></p><p> And Skyworks Solutions is trading at just 18 times trailing earnings right now as compared to the <b>S&P 500</b>'s multiple of 28.</p><p><blockquote>Skyworks Solutions 目前的市盈率仅为历史市盈率的 18 倍<b>标普500</b>是28的倍数。</blockquote></p><p> <a href=\"https://laohu8.com/S/CHWY\"><b>Chewy</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/CHWY\"><b>耐嚼</b></a></blockquote></p><p> Chewy stock has been hammered in 2021 even though the company is successfully taking advantage of the increase in online sales of pet food and products. The company's revenue in the third quarter of fiscal 2021 increased 24% year over year to $2.21 billion. Chewy's gross margin increased 90 basis points during the quarter to 26.4%.</p><p><blockquote>尽管该公司成功地利用了宠物食品和产品在线销售的增长，但耐嚼股票在 2021 年仍遭受重创。该公司2021财年第三季度的收入同比增长24%，达到22.1亿美元。Chewy 本季度毛利率增长 90 个基点，达到 26.4%。</blockquote></p><p> Investors, however, pressed the panic button after Chewy's latest results were released on Dec. 9 as the company's loss of $0.08 per share was greater than Wall Street's anticipated $0.04-per-share loss. The company blamed supply chain problems, cost inflation, and labor shortages for the loss. But investors should not miss the forest for the trees as Chewy is well on track to benefit from a fast-growing market.</p><p><blockquote>然而，在 Chewy 于 12 月 9 日发布最新业绩后，投资者按下了恐慌按钮，因为该公司每股亏损 0.08 美元，高于华尔街预期的每股亏损 0.04 美元。该公司将亏损归咎于供应链问题、成本上涨和劳动力短缺。但投资者不应因树木而错过森林，因为 Chewy 有望从快速增长的市场中受益。</blockquote></p><p> The American Pet Products Association estimates that spending on pet products exceeded $100 billion last year. Morgan Stanley forecasts that pet spending could hit $275 billion by 2030.</p><p><blockquote>美国宠物用品协会估计，去年宠物用品支出超过1000亿美元。摩根士丹利预测，到 2030 年，宠物支出可能达到 2750 亿美元。</blockquote></p><p> Throw in the fact that 59% of spending on pet products is expected to happen online by 2025, as compared to 30% at the end of last year, and it is evident that Chewy is operating in a fast-growing industry. Chewy commands a 41% share of online spending on pet products and has a growing customer base that is spending more money on its offerings.</p><p><blockquote>再加上到 2025 年，59% 的宠物产品支出预计将在网上进行，而去年年底这一比例为 30%，很明显 Chewy 正在一个快速增长的行业中运营。Chewy 在宠物产品在线支出中占据 41% 的份额，并且拥有不断增长的客户群，他们在其产品上花费了更多的钱。</blockquote></p><p> Chewy is positioned to sustain its impressive pace of growth in the long run and the stock is trading at just 2.67 times sales, which means that it is available for a discount as compared to the S&P 500's multiple of 3.19. Investors looking to add a potentialgrowth stockto their portfolios should take a closer look at Chewy.</p><p><blockquote>从长远来看，Chewy 有望保持其令人印象深刻的增长速度，该股的交易价格仅为销售价格的 2.67 倍，这意味着与标准普尔 500 指数的 3.19 倍相比，它可以打折。希望在投资组合中添加潜在增长股票的投资者应该仔细看看 Chewy。</blockquote></p><p></p>","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>2 Top Tech Stocks Ready for a Bull Run<blockquote>两只顶级科技股已准备好迎接牛市</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\">\n2 Top Tech Stocks Ready for a Bull Run<blockquote>两只顶级科技股已准备好迎接牛市</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-27 09:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/SWKS\"><b>Skyworks Solutions</b></a> and <a href=\"https://laohu8.com/S/CHWY\"><b>Chewy</b></a> haven't been the best performers in 2021, as shares of both companies have dipped despite terrific growth in their businesses.</p><p><blockquote><a href=\"https://laohu8.com/S/SWKS\"><b>Skyworks解决方案</b></a>和<a href=\"https://laohu8.com/S/CHWY\"><b>耐嚼</b></a>2021 年表现并不是最好的公司，因为尽管两家公司的业务都取得了巨大的增长，但它们的股价都下跌了。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a881b8c120a9a6bff447766d80c93aa1\" tg-width=\"720\" tg-height=\"528\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> SWKSDATA BYYCHARTS</p><p><blockquote>SWKS数据by YCharts</blockquote></p><p> However, these tech stocks could step on the gas in the new year thanks to secular growth opportunities in the industries they operate in. Let's look at the reasons why Skyworks Solutions and Chewy could go on a bull run and leave this year's disappointing performance behind.</p><p><blockquote>然而，由于其所处行业的长期增长机会，这些科技股可能会在新的一年加快步伐。让我们来看看 Skyworks Solutions 和 Chewy 能够牛市并将今年令人失望的业绩抛在脑后的原因。</blockquote></p><p> <a href=\"https://laohu8.com/S/SWKS\"><b>Skyworks Solutions</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/SWKS\"><b>Skyworks解决方案</b></a></blockquote></p><p> Skyworks Solutions stock has dipped of late thanks to speculation that the demand for <b>Apple</b>'s(NASDAQ: AAPL)iPhone would take a hit in the holiday season. Reports suggest that long waiting times arising out of supply chain delays and production constraints haveput off customersfrom upgrading to the latest iPhone models. That has weighed on Skyworks as it supplies wireless chips for the iPhone.</p><p><blockquote>Skyworks Solutions 股价近期下跌，原因是有人猜测需求<b>苹果</b>（纳斯达克：AAPL）iPhone 将在假日季节受到打击。报告显示，供应链延迟和生产限制导致的漫长等待时间阻碍了客户升级到最新的 iPhone 型号。这给 Skyworks 带来了压力，因为它为 iPhone 供应无线芯片。</blockquote></p><p> However, there are indications that Apple's supply chain may be improving.<b>Morgan Stanley</b> analyst Katy Huberty recenlty increased her forecast for iPhone shipments in the December-ended quarter to 83 million units from the prior estimate of 80 million units, saying that Apple's supply chain problems have eased. If that estimate is hit, it would translate into a year-over-year increase of 3 million iPhone units sold, and that would be good for Skyworks since it gets most of its revenue by selling chips to Apple.</p><p><blockquote>不过，有迹象表明，苹果的供应链可能正在改善。<b>摩根士丹利</b>分析师凯蒂·休伯蒂 (Katy Huberty) 最近将截至 12 月的季度 iPhone 出货量预测从之前估计的 8000 万部上调至 8300 万部，称苹果的供应链问题已经缓解。如果这一预测达到，iPhone 销量将同比增加 300 万部，这对 Skyworks 来说是件好事，因为它的大部分收入来自向苹果出售芯片。</blockquote></p><p> Apple provided 59% of Skyworks' revenue last fiscal year, so increased sales for Apple would spell good things for Skyworks. A report cited by Taiwanese publication<i>DigiTimes</i>points out that Apple could sell over 300 million iPhones in 2022, a huge increase over this year's estimated iPhone shipments of 240 million units.</p><p><blockquote>上一财年，苹果提供了 Skyworks 59% 的收入，因此苹果销售额的增加对 Skyworks 来说是好事。台湾出版物引用的一份报告<i>数字时代</i>指出苹果在 2022 年可能售出超过 3 亿部 iPhone，比今年预计的 2.4 亿部 iPhone 出货量大幅增长。</blockquote></p><p> That may seem ambitious, but it won't be surprising to see Apple come close to that target as it is reportedly working on a 5G-enabled iPhone SE that could be launched in 2022. Some expect the 5G iPhone SE to add 30 million units to Apple's shipments next year.</p><p><blockquote>这似乎是雄心勃勃的，但看到苹果接近这一目标也就不足为奇了，因为据报道，它正在开发一款支持 5G 的 iPhone SE，可能会在 2022 年推出。一些人预计5G iPhone SE明年将为苹果的出货量增加3000万部。</blockquote></p><p> All this indicates that Skyworks' terrific momentum is here to stay. The company's revenue in the recently concluded fiscal 2021 (ended on Oct. 1) increased 52% year over year, while adjusted earnings shot up 71% to $10.50 per share. Analysts estimate Skyworks' revenue will increase 11.4% in fiscal 2022, while earnings are expected to increase 10% to $11.56 per share. The bright prospects of its largest client could help Skyworks easily exceed those expectations.</p><p><blockquote>所有这些都表明 Skyworks 的强劲势头将持续下去。该公司在最近结束的 2021 财年（截至 10 月 1 日）的收入同比增长 52%，调整后收益飙升 71%，达到每股 10.50 美元。分析师预计 Skyworks 2022 财年收入将增长 11.4%，而每股收益预计将增长 10%，达到 11.56 美元。其最大客户的光明前景可以帮助 Skyworks 轻松超越这些预期。</blockquote></p><p> And Skyworks Solutions is trading at just 18 times trailing earnings right now as compared to the <b>S&P 500</b>'s multiple of 28.</p><p><blockquote>Skyworks Solutions 目前的市盈率仅为历史市盈率的 18 倍<b>标普500</b>是28的倍数。</blockquote></p><p> <a href=\"https://laohu8.com/S/CHWY\"><b>Chewy</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/CHWY\"><b>耐嚼</b></a></blockquote></p><p> Chewy stock has been hammered in 2021 even though the company is successfully taking advantage of the increase in online sales of pet food and products. The company's revenue in the third quarter of fiscal 2021 increased 24% year over year to $2.21 billion. Chewy's gross margin increased 90 basis points during the quarter to 26.4%.</p><p><blockquote>尽管该公司成功地利用了宠物食品和产品在线销售的增长，但耐嚼股票在 2021 年仍遭受重创。该公司2021财年第三季度的收入同比增长24%，达到22.1亿美元。Chewy 本季度毛利率增长 90 个基点，达到 26.4%。</blockquote></p><p> Investors, however, pressed the panic button after Chewy's latest results were released on Dec. 9 as the company's loss of $0.08 per share was greater than Wall Street's anticipated $0.04-per-share loss. The company blamed supply chain problems, cost inflation, and labor shortages for the loss. But investors should not miss the forest for the trees as Chewy is well on track to benefit from a fast-growing market.</p><p><blockquote>然而，在 Chewy 于 12 月 9 日发布最新业绩后，投资者按下了恐慌按钮，因为该公司每股亏损 0.08 美元，高于华尔街预期的每股亏损 0.04 美元。该公司将亏损归咎于供应链问题、成本上涨和劳动力短缺。但投资者不应因树木而错过森林，因为 Chewy 有望从快速增长的市场中受益。</blockquote></p><p> The American Pet Products Association estimates that spending on pet products exceeded $100 billion last year. Morgan Stanley forecasts that pet spending could hit $275 billion by 2030.</p><p><blockquote>美国宠物用品协会估计，去年宠物用品支出超过1000亿美元。摩根士丹利预测，到 2030 年，宠物支出可能达到 2750 亿美元。</blockquote></p><p> Throw in the fact that 59% of spending on pet products is expected to happen online by 2025, as compared to 30% at the end of last year, and it is evident that Chewy is operating in a fast-growing industry. Chewy commands a 41% share of online spending on pet products and has a growing customer base that is spending more money on its offerings.</p><p><blockquote>再加上到 2025 年，59% 的宠物产品支出预计将在网上进行，而去年年底这一比例为 30%，很明显 Chewy 正在一个快速增长的行业中运营。Chewy 在宠物产品在线支出中占据 41% 的份额，并且拥有不断增长的客户群，他们在其产品上花费了更多的钱。</blockquote></p><p> Chewy is positioned to sustain its impressive pace of growth in the long run and the stock is trading at just 2.67 times sales, which means that it is available for a discount as compared to the S&P 500's multiple of 3.19. Investors looking to add a potentialgrowth stockto their portfolios should take a closer look at Chewy.</p><p><blockquote>从长远来看，Chewy 有望保持其令人印象深刻的增长速度，该股的交易价格仅为销售价格的 2.67 倍，这意味着与标准普尔 500 指数的 3.19 倍相比，它可以打折。希望在投资组合中添加潜在增长股票的投资者应该仔细看看 Chewy。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/26/2-top-tech-stocks-ready-for-a-bull-run/\">Motley Fool</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":{"CHWY":"Chewy, Inc.","SWKS":"思佳讯"},"source_url":"https://www.fool.com/investing/2021/12/26/2-top-tech-stocks-ready-for-a-bull-run/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192758376","content_text":"Skyworks Solutions and Chewy haven't been the best performers in 2021, as shares of both companies have dipped despite terrific growth in their businesses.\n\nSWKSDATA BYYCHARTS\nHowever, these tech stocks could step on the gas in the new year thanks to secular growth opportunities in the industries they operate in. Let's look at the reasons why Skyworks Solutions and Chewy could go on a bull run and leave this year's disappointing performance behind.\nSkyworks Solutions\nSkyworks Solutions stock has dipped of late thanks to speculation that the demand for Apple's(NASDAQ: AAPL)iPhone would take a hit in the holiday season. Reports suggest that long waiting times arising out of supply chain delays and production constraints haveput off customersfrom upgrading to the latest iPhone models. That has weighed on Skyworks as it supplies wireless chips for the iPhone.\nHowever, there are indications that Apple's supply chain may be improving.Morgan Stanley analyst Katy Huberty recenlty increased her forecast for iPhone shipments in the December-ended quarter to 83 million units from the prior estimate of 80 million units, saying that Apple's supply chain problems have eased. If that estimate is hit, it would translate into a year-over-year increase of 3 million iPhone units sold, and that would be good for Skyworks since it gets most of its revenue by selling chips to Apple.\nApple provided 59% of Skyworks' revenue last fiscal year, so increased sales for Apple would spell good things for Skyworks. A report cited by Taiwanese publicationDigiTimespoints out that Apple could sell over 300 million iPhones in 2022, a huge increase over this year's estimated iPhone shipments of 240 million units.\nThat may seem ambitious, but it won't be surprising to see Apple come close to that target as it is reportedly working on a 5G-enabled iPhone SE that could be launched in 2022. Some expect the 5G iPhone SE to add 30 million units to Apple's shipments next year.\nAll this indicates that Skyworks' terrific momentum is here to stay. The company's revenue in the recently concluded fiscal 2021 (ended on Oct. 1) increased 52% year over year, while adjusted earnings shot up 71% to $10.50 per share. Analysts estimate Skyworks' revenue will increase 11.4% in fiscal 2022, while earnings are expected to increase 10% to $11.56 per share. The bright prospects of its largest client could help Skyworks easily exceed those expectations.\nAnd Skyworks Solutions is trading at just 18 times trailing earnings right now as compared to the S&P 500's multiple of 28.\nChewy\nChewy stock has been hammered in 2021 even though the company is successfully taking advantage of the increase in online sales of pet food and products. The company's revenue in the third quarter of fiscal 2021 increased 24% year over year to $2.21 billion. Chewy's gross margin increased 90 basis points during the quarter to 26.4%.\nInvestors, however, pressed the panic button after Chewy's latest results were released on Dec. 9 as the company's loss of $0.08 per share was greater than Wall Street's anticipated $0.04-per-share loss. The company blamed supply chain problems, cost inflation, and labor shortages for the loss. But investors should not miss the forest for the trees as Chewy is well on track to benefit from a fast-growing market.\nThe American Pet Products Association estimates that spending on pet products exceeded $100 billion last year. Morgan Stanley forecasts that pet spending could hit $275 billion by 2030.\nThrow in the fact that 59% of spending on pet products is expected to happen online by 2025, as compared to 30% at the end of last year, and it is evident that Chewy is operating in a fast-growing industry. Chewy commands a 41% share of online spending on pet products and has a growing customer base that is spending more money on its offerings.\nChewy is positioned to sustain its impressive pace of growth in the long run and the stock is trading at just 2.67 times sales, which means that it is available for a discount as compared to the S&P 500's multiple of 3.19. Investors looking to add a potentialgrowth stockto their portfolios should take a closer look at Chewy.","news_type":1,"symbols_score_info":{"SWKS":0.9,"CHWY":0.9}},"isVote":1,"tweetType":1,"viewCount":2596,"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/698774435"}
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