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2021-08-25
Hodl
Apple, Intel likely to benefit from China's chip manufacturing push, says CFRA<blockquote>CFRA表示，苹果和英特尔可能受益于中国芯片制造的推动</blockquote>
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Traditional hardware companies like <a href=\"https://laohu8.com/S/DELL\">Dell Technologies Inc.</a> (NYSE:DELL)and <a href=\"https://laohu8.com/S/HPQ\">HP Inc</a> (NYSE:HPQ)and memory companies are the most likely to feel a negative impact.</p><p><blockquote><a href=\"https://laohu8.com/S/AAPL\">苹果</a>（纳斯达克：AAPL），<a href=\"https://laohu8.com/S/INTC\">英特尔</a>（纳斯达克：INTC）和半导体设备公司最有可能受益于<a href=\"https://laohu8.com/S/CAAS\">中国</a>根据CFRA的一份新研究报告，美国目前正在推动芯片生产更加自给自足。传统硬件企业如<a href=\"https://laohu8.com/S/DELL\">戴尔技术公司。</a>（纽约证券交易所代码：DELL）和<a href=\"https://laohu8.com/S/HPQ\">惠普公司</a>（纽约证券交易所代码：HPQ）和内存公司最有可能感受到负面影响。</blockquote></p><p> Earlier this year, Beijing unveiled its 14th five-year plan targeting the development of an integrated circuit ecosystem, including design, manufacturing and equipment. The five-year period runs from 2021 through 2025.</p><p><blockquote>今年早些时候，北京公布了第十四个五年计划，旨在发展集成电路生态系统，包括设计、制造和设备。五年期从2021年到2025年。</blockquote></p><p> CFRA analyst Angelo Zino says the political tension between the U.S. and China is likely to benefit Apple (AAPL), which will continue to capture high-end smartphone market share in China.</p><p><blockquote>CFRA分析师Angelo Zino表示，中美之间的政治紧张局势可能有利于苹果(AAPL)，该公司将继续占领中国高端智能手机市场份额。</blockquote></p><p> Intel is also well-positioned with the company's IDM 2.0 strategy to become a global foundry player expected to gain traction by 2023 after focusing on capacity expansion in the U.S. and Europe.</p><p><blockquote>英特尔也凭借该公司的IDM 2.0战略处于有利地位，成为全球代工企业，预计在专注于美国和欧洲的产能扩张后，到2023年将获得牵引力。</blockquote></p><p> Semiconductor manufacturing equipment is expensive to purchase let alone develop and foreign chip equipment companies will likely benefit from China's self-sufficiency push, writes Zino. Chipmaker stocks include <a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a>(NASDAQ:AMAT), KLA(NASDAQ:KLAC), <a href=\"https://laohu8.com/S/LRCX\">Lam Research</a>(NASDAQ:LRCX)and ASML(NASDAQ:ASML).</p><p><blockquote>齐诺写道，半导体制造设备的购买成本很高，更不用说开发了，外国芯片设备公司可能会从中国的自给自足推动中受益。芯片制造商股票包括<a href=\"https://laohu8.com/S/AMAT\">应用材料</a>（纳斯达克：AMAT）、KLA（纳斯达克：KLAC）、<a href=\"https://laohu8.com/S/LRCX\">Lam研究</a>（纳斯达克：LRCX）和ASML（纳斯达克：ASML）。</blockquote></p><p> \"Memory companies face the biggest risks, at least initially, with regards to China's more aggressive tactics to build a domestic manufacturing semiconductor industry,\" says the analyst, naming Micron (NASDAQ:MU)and <a href=\"https://laohu8.com/S/WDC\">Western Digital</a> (NASDAQ:WDC). Traditional hardware companies, meanwhile, are \"most at risk of China retaliation given the easy substitutes available\" like Lenovo and the potential \"impact of banning a well-known U.S. company.\"</p><p><blockquote>这位分析师表示：“至少在最初，内存公司面临着最大的风险，因为中国采取了更积极的策略来建立国内半导体制造业。”他提到了美光科技（纳斯达克：MU）和<a href=\"https://laohu8.com/S/WDC\">西部数据</a>（纳斯达克：WDC）。与此同时，传统硬件公司“面临中国报复的风险最大，因为联想等替代品很容易获得”，以及“禁止一家知名美国公司的潜在影响”。</blockquote></p><p> <a href=\"https://laohu8.com/S/WRN\">Western</a> <a href=\"https://laohu8.com/S/DLR\">Digital</a> and rival Seagate were among the largest S&P 500 decliners earlier today, pulling back from recent rallies driven by the cryptocurrency Chia.</p><p><blockquote><a href=\"https://laohu8.com/S/WRN\">西方的</a><a href=\"https://laohu8.com/S/DLR\">数字的</a>和竞争对手希捷是今天早些时候标普500跌幅最大的公司之一，从加密货币Chia推动的近期涨势中回落。</blockquote></p><p> HP and Dell are slated to report earnings results on August 26amid softening PC shipment growth.</p><p><blockquote>由于PC出货量增长疲软，惠普和戴尔定于8月26日公布财报。</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>Apple, Intel likely to benefit from China's chip manufacturing push, says CFRA<blockquote>CFRA表示，苹果和英特尔可能受益于中国芯片制造的推动</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\">\nApple, Intel likely to benefit from China's chip manufacturing push, says CFRA<blockquote>CFRA表示，苹果和英特尔可能受益于中国芯片制造的推动</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\">2021-08-25 14:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> (NASDAQ:AAPL), <a href=\"https://laohu8.com/S/INTC\">Intel</a> (NASDAQ:INTC) and semiconductor equipment companies are the most likely beneficiaries from <a href=\"https://laohu8.com/S/CAAS\">China</a>'s current push to become more self-sufficient regarding chip production, according to a new research note from CFRA. Traditional hardware companies like <a href=\"https://laohu8.com/S/DELL\">Dell Technologies Inc.</a> (NYSE:DELL)and <a href=\"https://laohu8.com/S/HPQ\">HP Inc</a> (NYSE:HPQ)and memory companies are the most likely to feel a negative impact.</p><p><blockquote><a href=\"https://laohu8.com/S/AAPL\">苹果</a>（纳斯达克：AAPL），<a href=\"https://laohu8.com/S/INTC\">英特尔</a>（纳斯达克：INTC）和半导体设备公司最有可能受益于<a href=\"https://laohu8.com/S/CAAS\">中国</a>根据CFRA的一份新研究报告，美国目前正在推动芯片生产更加自给自足。传统硬件企业如<a href=\"https://laohu8.com/S/DELL\">戴尔技术公司。</a>（纽约证券交易所代码：DELL）和<a href=\"https://laohu8.com/S/HPQ\">惠普公司</a>（纽约证券交易所代码：HPQ）和内存公司最有可能感受到负面影响。</blockquote></p><p> Earlier this year, Beijing unveiled its 14th five-year plan targeting the development of an integrated circuit ecosystem, including design, manufacturing and equipment. The five-year period runs from 2021 through 2025.</p><p><blockquote>今年早些时候，北京公布了第十四个五年计划，旨在发展集成电路生态系统，包括设计、制造和设备。五年期从2021年到2025年。</blockquote></p><p> CFRA analyst Angelo Zino says the political tension between the U.S. and China is likely to benefit Apple (AAPL), which will continue to capture high-end smartphone market share in China.</p><p><blockquote>CFRA分析师Angelo Zino表示，中美之间的政治紧张局势可能有利于苹果(AAPL)，该公司将继续占领中国高端智能手机市场份额。</blockquote></p><p> Intel is also well-positioned with the company's IDM 2.0 strategy to become a global foundry player expected to gain traction by 2023 after focusing on capacity expansion in the U.S. and Europe.</p><p><blockquote>英特尔也凭借该公司的IDM 2.0战略处于有利地位，成为全球代工企业，预计在专注于美国和欧洲的产能扩张后，到2023年将获得牵引力。</blockquote></p><p> Semiconductor manufacturing equipment is expensive to purchase let alone develop and foreign chip equipment companies will likely benefit from China's self-sufficiency push, writes Zino. Chipmaker stocks include <a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a>(NASDAQ:AMAT), KLA(NASDAQ:KLAC), <a href=\"https://laohu8.com/S/LRCX\">Lam Research</a>(NASDAQ:LRCX)and ASML(NASDAQ:ASML).</p><p><blockquote>齐诺写道，半导体制造设备的购买成本很高，更不用说开发了，外国芯片设备公司可能会从中国的自给自足推动中受益。芯片制造商股票包括<a href=\"https://laohu8.com/S/AMAT\">应用材料</a>（纳斯达克：AMAT）、KLA（纳斯达克：KLAC）、<a href=\"https://laohu8.com/S/LRCX\">Lam研究</a>（纳斯达克：LRCX）和ASML（纳斯达克：ASML）。</blockquote></p><p> \"Memory companies face the biggest risks, at least initially, with regards to China's more aggressive tactics to build a domestic manufacturing semiconductor industry,\" says the analyst, naming Micron (NASDAQ:MU)and <a href=\"https://laohu8.com/S/WDC\">Western Digital</a> (NASDAQ:WDC). Traditional hardware companies, meanwhile, are \"most at risk of China retaliation given the easy substitutes available\" like Lenovo and the potential \"impact of banning a well-known U.S. company.\"</p><p><blockquote>这位分析师表示：“至少在最初，内存公司面临着最大的风险，因为中国采取了更积极的策略来建立国内半导体制造业。”他提到了美光科技（纳斯达克：MU）和<a href=\"https://laohu8.com/S/WDC\">西部数据</a>（纳斯达克：WDC）。与此同时，传统硬件公司“面临中国报复的风险最大，因为联想等替代品很容易获得”，以及“禁止一家知名美国公司的潜在影响”。</blockquote></p><p> <a href=\"https://laohu8.com/S/WRN\">Western</a> <a href=\"https://laohu8.com/S/DLR\">Digital</a> and rival Seagate were among the largest S&P 500 decliners earlier today, pulling back from recent rallies driven by the cryptocurrency Chia.</p><p><blockquote><a href=\"https://laohu8.com/S/WRN\">西方的</a><a href=\"https://laohu8.com/S/DLR\">数字的</a>和竞争对手希捷是今天早些时候标普500跌幅最大的公司之一，从加密货币Chia推动的近期涨势中回落。</blockquote></p><p> HP and Dell are slated to report earnings results on August 26amid softening PC shipment growth.</p><p><blockquote>由于PC出货量增长疲软，惠普和戴尔定于8月26日公布财报。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3733697-apple-intel-likely-to-benefit-from-chinas-chip-manufacturing-push-says-cfra\">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":{"AAPL":"苹果","AMAT":"应用材料","ASML":"阿斯麦","INTC":"英特尔","KLAC":"科磊","DELL":"戴尔","LRCX":"拉姆研究","HPQ":"惠普"},"source_url":"https://seekingalpha.com/news/3733697-apple-intel-likely-to-benefit-from-chinas-chip-manufacturing-push-says-cfra","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171373896","content_text":"Apple (NASDAQ:AAPL), Intel (NASDAQ:INTC) and semiconductor equipment companies are the most likely beneficiaries from China's current push to become more self-sufficient regarding chip production, according to a new research note from CFRA. Traditional hardware companies like Dell Technologies Inc. (NYSE:DELL)and HP Inc (NYSE:HPQ)and memory companies are the most likely to feel a negative impact.\nEarlier this year, Beijing unveiled its 14th five-year plan targeting the development of an integrated circuit ecosystem, including design, manufacturing and equipment. The five-year period runs from 2021 through 2025.\nCFRA analyst Angelo Zino says the political tension between the U.S. and China is likely to benefit Apple (AAPL), which will continue to capture high-end smartphone market share in China.\nIntel is also well-positioned with the company's IDM 2.0 strategy to become a global foundry player expected to gain traction by 2023 after focusing on capacity expansion in the U.S. and Europe.\nSemiconductor manufacturing equipment is expensive to purchase let alone develop and foreign chip equipment companies will likely benefit from China's self-sufficiency push, writes Zino. Chipmaker stocks include Applied Materials(NASDAQ:AMAT), KLA(NASDAQ:KLAC), Lam Research(NASDAQ:LRCX)and ASML(NASDAQ:ASML).\n\"Memory companies face the biggest risks, at least initially, with regards to China's more aggressive tactics to build a domestic manufacturing semiconductor industry,\" says the analyst, naming Micron (NASDAQ:MU)and Western Digital (NASDAQ:WDC). Traditional hardware companies, meanwhile, are \"most at risk of China retaliation given the easy substitutes available\" like Lenovo and the potential \"impact of banning a well-known U.S. company.\"\nWestern Digital and rival Seagate were among the largest S&P 500 decliners earlier today, pulling back from recent rallies driven by the cryptocurrency Chia.\nHP and Dell are slated to report earnings results on August 26amid softening PC shipment growth.","news_type":1,"symbols_score_info":{"LRCX":0.9,"AAPL":0.9,"INTC":0.9,"ASML":0.9,"HPQ":0.9,"KLAC":0.9,"AMAT":0.9,"DELL":0.9}},"isVote":1,"tweetType":1,"viewCount":338,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/837869754"}
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