Nice_老虎社区_美港股上老虎

2021-10-12

Nice

As Shortages Rage, Here Are 14 Chip Stocks With at Least 30% Upside<blockquote>随着短缺肆虐，以下是 14 只至少有 30% 上涨空间的芯片股</blockquote>

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":826564880,"tweetId":"826564880","gmtCreate":1634039774574,"gmtModify":1634039774962,"author":{"id":3573775111920367,"idStr":"3573775111920367","authorId":3573775111920367,"authorIdStr":"3573775111920367","name":"Tiongwee","avatar":"https://static.tigerbbs.com/e90910e406e67c77f42e225b16b69020","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":27,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Nice</body></html>","htmlText":"<html><head></head><body>Nice</body></html>","text":"Nice","highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/826564880","repostId":1199301040,"repostType":4,"repost":{"id":"1199301040","kind":"news","pubTimestamp":1634030030,"share":"https://www.laohunote.com/m/news/1199301040?lang=zh_CN&edition=full","pubTime":"2021-10-12 17:13","market":"us","language":"en","title":"As Shortages Rage, Here Are 14 Chip Stocks With at Least 30% Upside<blockquote>随着短缺肆虐，以下是 14 只至少有 30% 上涨空间的芯片股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199301040","media":"Barrons","summary":"The global semiconductor shortage that’s been a pain in many people’s necks throughout this year is going to last 2022. So as the saying goes: If you can’t beat them, join ’em.A lack of chips has led to shortages of products ranging from electronics and computers to cars and higher prices. However, on balance, the chip shortage hasn’t hurt the semiconductor sector. The iShares Semiconductor exchange-traded fund is up about 18% year to date, in line with comparable gains of the S&P 500.The secto","content":"The global semiconductor shortage that’s been a pain in many people’s necks throughout this year is going to last 2022. So as the saying goes: If you can’t beat them, join ’em.<blockquote>今年一直困扰着许多人的全球半导体短缺问题将持续到 2022 年。俗话说：如果你打不过他们，就加入他们。</blockquote> A lack of chips has led to shortages of products ranging from electronics and computers to cars and higher prices. However, on balance, the chip shortage hasn’t hurt the semiconductor sector. The&nbsp;iShares Semiconductor exchange-traded fund&nbsp;(SOXX) is up about 18% year to date, in line with comparable gains of the&nbsp;S&amp;P 500.<blockquote>芯片的缺乏导致了从电子产品、计算机到汽车等产品的短缺和价格上涨。不过，总的来说，芯片短缺并没有伤害半导体行业。iShares 半导体交易所交易基金 (SOXX) 今年迄今已上涨约 18%，与标普500的可比涨幅一致。</blockquote> The sector has kept up even as shares of the largest companies in the ETF— &nbsp;Intel&nbsp;(INTC) and&nbsp;Broadcom&nbsp;(AVGO)—have underperformed. That pair is up about 9% and 14% year to date, respectively, lagging behind the industry and broader market.<blockquote>尽管 ETF 中最大的公司——英特尔 (INTC) 和博通 (AVGO)——的股票表现不佳，但该行业仍保持上涨。今年迄今为止，这对股票分别上涨了约 9% 和 14%，落后于行业和大盘。</blockquote> The shortage isn’t going away soon. Only Monday, auto parts supplier&nbsp;Aptiv&nbsp;(APTV) cut sales and earnings guidance for 2021. About 3 million cars that were expected to be built and sold aren’t going to roll off assembly lines because of a lack of chips, the company said.<blockquote>短缺不会很快消失。就在周一，汽车零部件供应商安波福 (APTV) 下调了 2021 年的销售和盈利指引。该公司表示，由于缺乏芯片，预计将生产和销售的约 300 万辆汽车将无法下线。</blockquote> Investors can make the persisting shortage work for their portfolios by looking at Wall Street’s favorite chip-sector stocks. There are 14 stocks in the chip sector with above-average Buy-rating ratios and are trading with at least 30% upside compared with their average analyst target price.<blockquote>投资者可以通过关注华尔街最受欢迎的芯片板块股票，让持续的短缺对他们的投资组合有利。芯片行业有 14 只股票的买入评级比率高于平均水平，与分析师平均目标价相比，其交易空间至少为 30%。</blockquote> The 14 stocks, listed by descending order of upside, are: specialty gas services provider&nbsp;Ultra Clean&nbsp;(ticker: UCTT), wafer equipment makers&nbsp;FormFactor&nbsp;(FORM), processing materials company&nbsp;CMC Materials&nbsp;(CCMP), chip designer&nbsp;Cirrus Logic&nbsp;(CRUS), equipment maker&nbsp;MKS Instruments&nbsp;(MKSI), light-emitting diode technology company&nbsp;Universal Display&nbsp;(OLED), semi-test company&nbsp;ASE Technology&nbsp;(ASX), memory maker&nbsp;Micron Technology&nbsp;(MU), mobile chip giant&nbsp;Qualcomm&nbsp;(QCOM), semi test and robot equipment maker&nbsp;Teradyne&nbsp;(TER), chip fabrication giant&nbsp;Taiwan Semiconductor Manufacturing&nbsp;(TSM), mobile chip makers&nbsp;Skyworks Solutions&nbsp;(SWKS),Qorvo&nbsp;(QRVO), and equipment maker&nbsp;Lam Research&nbsp;(LRCX).<blockquote>这 14 只股票按上涨空间降序排列分别是：特种气体服务提供商 Ultra Clean（股票代码：UCTT）、晶圆设备制造商 FormFactor (FORM)、加工材料公司 CMC Materials (CCMP)、芯片设计商 Cirrus Logic (CRUS)、设备制造商 MKS Instruments (MKSI)、发光二极管技术公司 Universal Display (OLED)、半测试公司 ASE Technology (ASX)、存储器制造商美光科技 (MU)、移动芯片巨头高通 (QCOM)、半测试和机器人设备制造商泰瑞达 (TER)、芯片制造巨头台积电 (TSM)、移动芯片制造商 Skyworks Solutions (SWKS)、Qorvo (QRVO) 和设备制造商 Lam Research (LRCX)。</blockquote> Chips With Upside<blockquote>有上涨空间的芯片</blockquote> The majority of analysts have Buy ratings on these chip stocks---and think shares can climb at least 30%.<blockquote>大多数分析师对这些芯片股给予买入评级，并认为股价至少可以上涨 30%。</blockquote> <img src=\"https://static.tigerbbs.com/f37660bdc7f3e8b0df4bc6878b0341b0\" tg-width=\"1137\" tg-height=\"645\" referrerpolicy=\"no-referrer\">Source: Bloomberg<blockquote>资料来源：彭博社</blockquote> The average Buy-rating ratio for the 14 stocks is about 75%. The average upside is almost 40%. Wall Street is more bullish today than it was a year ago. Before the chip shortage was daily news, the average upside for the group of 14 was about 12%.<blockquote>14只股票的平均买入评级比率约为75%。平均上涨空间接近40%。今天的华尔街比一年前更加乐观。在芯片短缺成为每日新闻之前，14 人集团的平均上涨空间约为 12%。</blockquote> Accelerating earnings growth is one reason for optimism. For the group, earnings are expected to grow about 18% a year on average, up from about 12% average annual growth posted over the past three years.<blockquote>盈利增长加速是乐观的原因之一。本集团的盈利预计平均每年增长约18%，高于过去三年约12%的平均年增长率。</blockquote> While these stocks in the chip sector look like they still have to run despite supply chain woes, a stock screen is just a starting point for more research.<blockquote>尽管供应链陷入困境，但芯片行业的这些股票看起来仍然必须运行，但股票筛选只是更多研究的起点。</blockquote>","source":"lsy1601382232898","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>As Shortages Rage, Here Are 14 Chip Stocks With at Least 30% Upside<blockquote>随着短缺肆虐，以下是 14 只至少有 30% 上涨空间的芯片股</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\">\nAs Shortages Rage, Here Are 14 Chip Stocks With at Least 30% Upside<blockquote>随着短缺肆虐，以下是 14 只至少有 30% 上涨空间的芯片股</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-10-12 17:13\n\n</h4>\n</header>\n<article>\nThe global semiconductor shortage that’s been a pain in many people’s necks throughout this year is going to last 2022. So as the saying goes: If you can’t beat them, join ’em.<blockquote>今年一直困扰着许多人的全球半导体短缺问题将持续到 2022 年。俗话说：如果你打不过他们，就加入他们。</blockquote> A lack of chips has led to shortages of products ranging from electronics and computers to cars and higher prices. However, on balance, the chip shortage hasn’t hurt the semiconductor sector. The&nbsp;iShares Semiconductor exchange-traded fund&nbsp;(SOXX) is up about 18% year to date, in line with comparable gains of the&nbsp;S&amp;P 500.<blockquote>芯片的缺乏导致了从电子产品、计算机到汽车等产品的短缺和价格上涨。不过，总的来说，芯片短缺并没有伤害半导体行业。iShares 半导体交易所交易基金 (SOXX) 今年迄今已上涨约 18%，与标普500的可比涨幅一致。</blockquote> The sector has kept up even as shares of the largest companies in the ETF— &nbsp;Intel&nbsp;(INTC) and&nbsp;Broadcom&nbsp;(AVGO)—have underperformed. That pair is up about 9% and 14% year to date, respectively, lagging behind the industry and broader market.<blockquote>尽管 ETF 中最大的公司——英特尔 (INTC) 和博通 (AVGO)——的股票表现不佳，但该行业仍保持上涨。今年迄今为止，这对股票分别上涨了约 9% 和 14%，落后于行业和大盘。</blockquote> The shortage isn’t going away soon. Only Monday, auto parts supplier&nbsp;Aptiv&nbsp;(APTV) cut sales and earnings guidance for 2021. About 3 million cars that were expected to be built and sold aren’t going to roll off assembly lines because of a lack of chips, the company said.<blockquote>短缺不会很快消失。就在周一，汽车零部件供应商安波福 (APTV) 下调了 2021 年的销售和盈利指引。该公司表示，由于缺乏芯片，预计将生产和销售的约 300 万辆汽车将无法下线。</blockquote> Investors can make the persisting shortage work for their portfolios by looking at Wall Street’s favorite chip-sector stocks. There are 14 stocks in the chip sector with above-average Buy-rating ratios and are trading with at least 30% upside compared with their average analyst target price.<blockquote>投资者可以通过关注华尔街最受欢迎的芯片板块股票，让持续的短缺对他们的投资组合有利。芯片行业有 14 只股票的买入评级比率高于平均水平，与分析师平均目标价相比，其交易空间至少为 30%。</blockquote> The 14 stocks, listed by descending order of upside, are: specialty gas services provider&nbsp;Ultra Clean&nbsp;(ticker: UCTT), wafer equipment makers&nbsp;FormFactor&nbsp;(FORM), processing materials company&nbsp;CMC Materials&nbsp;(CCMP), chip designer&nbsp;Cirrus Logic&nbsp;(CRUS), equipment maker&nbsp;MKS Instruments&nbsp;(MKSI), light-emitting diode technology company&nbsp;Universal Display&nbsp;(OLED), semi-test company&nbsp;ASE Technology&nbsp;(ASX), memory maker&nbsp;Micron Technology&nbsp;(MU), mobile chip giant&nbsp;Qualcomm&nbsp;(QCOM), semi test and robot equipment maker&nbsp;Teradyne&nbsp;(TER), chip fabrication giant&nbsp;Taiwan Semiconductor Manufacturing&nbsp;(TSM), mobile chip makers&nbsp;Skyworks Solutions&nbsp;(SWKS),Qorvo&nbsp;(QRVO), and equipment maker&nbsp;Lam Research&nbsp;(LRCX).<blockquote>这 14 只股票按上涨空间降序排列分别是：特种气体服务提供商 Ultra Clean（股票代码：UCTT）、晶圆设备制造商 FormFactor (FORM)、加工材料公司 CMC Materials (CCMP)、芯片设计商 Cirrus Logic (CRUS)、设备制造商 MKS Instruments (MKSI)、发光二极管技术公司 Universal Display (OLED)、半测试公司 ASE Technology (ASX)、存储器制造商美光科技 (MU)、移动芯片巨头高通 (QCOM)、半测试和机器人设备制造商泰瑞达 (TER)、芯片制造巨头台积电 (TSM)、移动芯片制造商 Skyworks Solutions (SWKS)、Qorvo (QRVO) 和设备制造商 Lam Research (LRCX)。</blockquote> Chips With Upside<blockquote>有上涨空间的芯片</blockquote> The majority of analysts have Buy ratings on these chip stocks---and think shares can climb at least 30%.<blockquote>大多数分析师对这些芯片股给予买入评级，并认为股价至少可以上涨 30%。</blockquote> <img src=\"https://static.tigerbbs.com/f37660bdc7f3e8b0df4bc6878b0341b0\" tg-width=\"1137\" tg-height=\"645\" referrerpolicy=\"no-referrer\">Source: Bloomberg<blockquote>资料来源：彭博社</blockquote> The average Buy-rating ratio for the 14 stocks is about 75%. The average upside is almost 40%. Wall Street is more bullish today than it was a year ago. Before the chip shortage was daily news, the average upside for the group of 14 was about 12%.<blockquote>14只股票的平均买入评级比率约为75%。平均上涨空间接近40%。今天的华尔街比一年前更加乐观。在芯片短缺成为每日新闻之前，14 人集团的平均上涨空间约为 12%。</blockquote> Accelerating earnings growth is one reason for optimism. For the group, earnings are expected to grow about 18% a year on average, up from about 12% average annual growth posted over the past three years.<blockquote>盈利增长加速是乐观的原因之一。本集团的盈利预计平均每年增长约18%，高于过去三年约12%的平均年增长率。</blockquote> While these stocks in the chip sector look like they still have to run despite supply chain woes, a stock screen is just a starting point for more research.<blockquote>尽管供应链陷入困境，但芯片行业的这些股票看起来仍然必须运行，但股票筛选只是更多研究的起点。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/chip-shortage-stocks-with-upside-51633993513?mod=hp_LATEST\">Barrons</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":{"FORM":"FormFactor","TER":"泰瑞达","QRVO":"Qorvo, Inc.","TSM":"台积电","QCOM":"高通","LRCX":"拉姆研究","AMD":"美国超微公司","OLED":"Universal Display Corporation","CRUS":"凌云半导体","MU":"美光科技","NVDA":"英伟达","ASX":"日月光半导体","SWKS":"思佳讯","UCTT":"超科林半导体"},"source_url":"https://www.barrons.com/articles/chip-shortage-stocks-with-upside-51633993513?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199301040","content_text":"The global semiconductor shortage that’s been a pain in many people’s necks throughout this year is going to last 2022. So as the saying goes: If you can’t beat them, join ’em.\nA lack of chips has led to shortages of products ranging from electronics and computers to cars and higher prices. However, on balance, the chip shortage hasn’t hurt the semiconductor sector. The iShares Semiconductor exchange-traded fund (SOXX) is up about 18% year to date, in line with comparable gains of the S&P 500.\nThe sector has kept up even as shares of the largest companies in the ETF—  Intel (INTC) and Broadcom (AVGO)—have underperformed. That pair is up about 9% and 14% year to date, respectively, lagging behind the industry and broader market.\nThe shortage isn’t going away soon. Only Monday, auto parts supplier Aptiv (APTV) cut sales and earnings guidance for 2021. About 3 million cars that were expected to be built and sold aren’t going to roll off assembly lines because of a lack of chips, the company said.\nInvestors can make the persisting shortage work for their portfolios by looking at Wall Street’s favorite chip-sector stocks. There are 14 stocks in the chip sector with above-average Buy-rating ratios and are trading with at least 30% upside compared with their average analyst target price.\nThe 14 stocks, listed by descending order of upside, are: specialty gas services provider Ultra Clean (ticker: UCTT), wafer equipment makers FormFactor (FORM), processing materials company CMC Materials (CCMP), chip designer Cirrus Logic (CRUS), equipment maker MKS Instruments (MKSI), light-emitting diode technology company Universal Display (OLED), semi-test company ASE Technology (ASX), memory maker Micron Technology (MU), mobile chip giant Qualcomm (QCOM), semi test and robot equipment maker Teradyne (TER), chip fabrication giant Taiwan Semiconductor Manufacturing (TSM), mobile chip makers Skyworks Solutions (SWKS),Qorvo (QRVO), and equipment maker Lam Research (LRCX).\nChips With Upside\nThe majority of analysts have Buy ratings on these chip stocks---and think shares can climb at least 30%.\nSource: Bloomberg\nThe average Buy-rating ratio for the 14 stocks is about 75%. The average upside is almost 40%. Wall Street is more bullish today than it was a year ago. Before the chip shortage was daily news, the average upside for the group of 14 was about 12%.\nAccelerating earnings growth is one reason for optimism. For the group, earnings are expected to grow about 18% a year on average, up from about 12% average annual growth posted over the past three years.\nWhile these stocks in the chip sector look like they still have to run despite supply chain woes, a stock screen is just a starting point for more research.","news_type":1,"symbols_score_info":{"CRUS":0.9,"MU":0.9,"MLSIF":0.9,"FORM":0.9,"CCMP":0.9,"OLED":0.9,"TER":0.9,"TSM":0.9,"SWKS":0.9,"NVDA":0.9,"QCOM":0.9,"UCTT":0.9,"LRCX":0.9,"QRVO":0.9,"ASX":0.9,"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":771,"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/826564880"}