SilentInvst1
2021-11-22
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GlobalFoundries, Ford’s Semiconductor Partner, Is Wall Street’s New Darling<blockquote>福特半导体合作伙伴格芯成华尔街新宠</blockquote>
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Almost all recommend buying the stock, and investors are taking the advice to heart.</p><p><blockquote>周一，一群分析师对与福特汽车合作的半导体制造商格芯(GlobalFoundries)进行了报道。几乎所有人都建议购买该股票，投资者也将这些建议牢记在心。</blockquote></p><p> GlobalFoundries shares rose nearly 6% in early trading.</p><p><blockquote>格芯股价早盘上涨近6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a0a5f777bd835d4f8cdb9565b47c4689\" tg-width=\"879\" tg-height=\"613\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Ten analysts launched coverage on the stock, according to Bloomberg. The flurry of new ratings follows the company’s initial public offering on Oct. 27, when GlobalFoundries sold 55 million shares at $47 each. Analysts working for brokers involved in an IPO don’t launch coverage for about 25 days following the stock offering.</p><p><blockquote>据彭博社报道，十位分析师对该股进行了报道。一系列新评级是在该公司10月27日首次公开募股之后进行的，当时GlobalFoundries以每股47美元的价格出售了5500万股股票。为参与IPO的经纪商工作的分析师在股票发行后大约25天内不会发布报道。</blockquote></p><p> Now, 11 analysts cover the stock. Nine, or 82%, rate the stock at Buy. The average Buy-rating ratio for stocks in the S&P 500 is about 55%. One analyst rates shares at Hold, and the other considers them a Sell.</p><p><blockquote>现在，有11名分析师关注该股。九人（即82%）将该股评级为买入。标普500股票的平均买入评级比率约为55%。一位分析师将该股评级为持有，另一位分析师将其评级为卖出。</blockquote></p><p> The average analyst price target is $78 a share, about 25% above Friday’s closing level of $62.11.</p><p><blockquote>分析师平均目标价为每股78美元，较上周五收盘价62.11美元高出约25%。</blockquote></p><p> Rising sales and clarity about the prospects for more are two reasons the Street likes the new chip stock. “We have entered a period of accelerated growth for semis,” Wedbush analyst Matt Bryson, who rates the stock at Buy, wrote in a Monday report. 5G devices, smarter cars, cloud data centers and other high-tech applications all need a lot of semiconductors.</p><p><blockquote>不断增长的销售额和对更多前景的明确性是华尔街喜欢新芯片股的两个原因。Wedbush分析师马特·布赖森(Matt Bryson)在周一的一份报告中写道：“我们已经进入了半成品加速增长的时期。”他将该股评级为“买入”。5G设备、更智能的汽车、云数据中心和其他高科技应用都需要大量半导体。</blockquote></p><p> How GlobalFoundries will benefit from that increasing demand is relatively easy to project because the company has long-term contracts with its customers.</p><p><blockquote>GlobalFoundries将如何从不断增长的需求中受益相对容易预测，因为该公司与其客户签订了长期合同。</blockquote></p><p> Sales “visibility” was also cited by J.P. Morgan semiconductor analyst Harlan Sur, who rates the shares at Buy, saying GlobalFoundries is a leader in specialty chip manufacturing. His price target is a little higher than average at $80 a share. Sur projects sales will grow at about 14% a year for the coming two years.</p><p><blockquote>摩根大通半导体分析师Harlan Sur也提到了销售“可见性”，他将该股评级为“买入”，称格芯是特种芯片制造领域的领导者。他的目标价略高于平均水平，为每股80美元。未来两年，Sur projects的销售额将以每年14%左右的速度增长。</blockquote></p><p> GlobalFoundries doesn’t design chips like, say, Nvidia (NVDA) does. It is a manufacturer that semiconductor companies use for outsourcing production. The former chip-manufacturing unit of Advanced Micro Devices (AMD), it is the third-largest fabricator in the world.</p><p><blockquote>格芯不像英伟达(NVDA)那样设计芯片。它是半导体公司用于外包生产的制造商。它是超微半导体（AMD）的前芯片制造部门，是世界第三大制造商。</blockquote></p><p> Raymond James analyst Chris Caso’s price target is $80, like Sur’s. And he, too, rates the stock at Buy. Like Sur and Bryson, Caso likes the fact that GlobalFoundries has long-term contracts with customers that will ensure sales grow. Also on the positive side, he said in his Monday report, GlobalFoundries has “a geographic footprint that provides a competitive alternative for customers seeking diversity of wafer supply outside of Asia.”</p><p><blockquote>Raymond James分析师Chris Caso的目标价为80美元，与Sur一样。他也将该股评级为买入。与Sur和Bryson一样，Caso喜欢GlobalFoundries与客户签订的长期合同，这将确保销售额增长。他在周一的报告中表示，从积极的一面来看，格芯“拥有广泛的地理足迹，为寻求亚洲以外晶圆供应多样性的客户提供了有竞争力的替代方案。”</blockquote></p><p> That footprint appears to have weighed heavily in Ford’s (F) decision to partner with GlobalFoundries recently. That pair made a splash this past week when they announced a deal to work together to produce some of the chips the auto maker needs in America.</p><p><blockquote>这一足迹似乎在福特(F)最近与格芯合作的决定中发挥了重要作用。上周，这两家公司宣布了一项合作生产该汽车制造商在美国所需的一些芯片的协议，引起了轰动。</blockquote></p><p> GlobalFoundries shares rose 11% last week as investors considered the effects of the Ford deal. Wall Street’s bullish take is giving them more fuel.</p><p><blockquote>由于投资者考虑福特交易的影响，GlobalFoundries股价上周上涨11%。华尔街的看涨给了他们更多的动力。</blockquote></p><p></p>","source":"market_watch","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>GlobalFoundries, Ford’s Semiconductor Partner, Is Wall Street’s New Darling<blockquote>福特半导体合作伙伴格芯成华尔街新宠</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\">\nGlobalFoundries, Ford’s Semiconductor Partner, Is Wall Street’s New Darling<blockquote>福特半导体合作伙伴格芯成华尔街新宠</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-22 22:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A bevy of analysts launched coverage of GlobalFoundries, the semiconductor fabricator working with Ford Motor, on Monday. Almost all recommend buying the stock, and investors are taking the advice to heart.</p><p><blockquote>周一，一群分析师对与福特汽车合作的半导体制造商格芯(GlobalFoundries)进行了报道。几乎所有人都建议购买该股票，投资者也将这些建议牢记在心。</blockquote></p><p> GlobalFoundries shares rose nearly 6% in early trading.</p><p><blockquote>格芯股价早盘上涨近6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a0a5f777bd835d4f8cdb9565b47c4689\" tg-width=\"879\" tg-height=\"613\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Ten analysts launched coverage on the stock, according to Bloomberg. The flurry of new ratings follows the company’s initial public offering on Oct. 27, when GlobalFoundries sold 55 million shares at $47 each. Analysts working for brokers involved in an IPO don’t launch coverage for about 25 days following the stock offering.</p><p><blockquote>据彭博社报道，十位分析师对该股进行了报道。一系列新评级是在该公司10月27日首次公开募股之后进行的，当时GlobalFoundries以每股47美元的价格出售了5500万股股票。为参与IPO的经纪商工作的分析师在股票发行后大约25天内不会发布报道。</blockquote></p><p> Now, 11 analysts cover the stock. Nine, or 82%, rate the stock at Buy. The average Buy-rating ratio for stocks in the S&P 500 is about 55%. One analyst rates shares at Hold, and the other considers them a Sell.</p><p><blockquote>现在，有11名分析师关注该股。九人（即82%）将该股评级为买入。标普500股票的平均买入评级比率约为55%。一位分析师将该股评级为持有，另一位分析师将其评级为卖出。</blockquote></p><p> The average analyst price target is $78 a share, about 25% above Friday’s closing level of $62.11.</p><p><blockquote>分析师平均目标价为每股78美元，较上周五收盘价62.11美元高出约25%。</blockquote></p><p> Rising sales and clarity about the prospects for more are two reasons the Street likes the new chip stock. “We have entered a period of accelerated growth for semis,” Wedbush analyst Matt Bryson, who rates the stock at Buy, wrote in a Monday report. 5G devices, smarter cars, cloud data centers and other high-tech applications all need a lot of semiconductors.</p><p><blockquote>不断增长的销售额和对更多前景的明确性是华尔街喜欢新芯片股的两个原因。Wedbush分析师马特·布赖森(Matt Bryson)在周一的一份报告中写道：“我们已经进入了半成品加速增长的时期。”他将该股评级为“买入”。5G设备、更智能的汽车、云数据中心和其他高科技应用都需要大量半导体。</blockquote></p><p> How GlobalFoundries will benefit from that increasing demand is relatively easy to project because the company has long-term contracts with its customers.</p><p><blockquote>GlobalFoundries将如何从不断增长的需求中受益相对容易预测，因为该公司与其客户签订了长期合同。</blockquote></p><p> Sales “visibility” was also cited by J.P. Morgan semiconductor analyst Harlan Sur, who rates the shares at Buy, saying GlobalFoundries is a leader in specialty chip manufacturing. His price target is a little higher than average at $80 a share. Sur projects sales will grow at about 14% a year for the coming two years.</p><p><blockquote>摩根大通半导体分析师Harlan Sur也提到了销售“可见性”，他将该股评级为“买入”，称格芯是特种芯片制造领域的领导者。他的目标价略高于平均水平，为每股80美元。未来两年，Sur projects的销售额将以每年14%左右的速度增长。</blockquote></p><p> GlobalFoundries doesn’t design chips like, say, Nvidia (NVDA) does. It is a manufacturer that semiconductor companies use for outsourcing production. The former chip-manufacturing unit of Advanced Micro Devices (AMD), it is the third-largest fabricator in the world.</p><p><blockquote>格芯不像英伟达(NVDA)那样设计芯片。它是半导体公司用于外包生产的制造商。它是超微半导体（AMD）的前芯片制造部门，是世界第三大制造商。</blockquote></p><p> Raymond James analyst Chris Caso’s price target is $80, like Sur’s. And he, too, rates the stock at Buy. Like Sur and Bryson, Caso likes the fact that GlobalFoundries has long-term contracts with customers that will ensure sales grow. Also on the positive side, he said in his Monday report, GlobalFoundries has “a geographic footprint that provides a competitive alternative for customers seeking diversity of wafer supply outside of Asia.”</p><p><blockquote>Raymond James分析师Chris Caso的目标价为80美元，与Sur一样。他也将该股评级为买入。与Sur和Bryson一样，Caso喜欢GlobalFoundries与客户签订的长期合同，这将确保销售额增长。他在周一的报告中表示，从积极的一面来看，格芯“拥有广泛的地理足迹，为寻求亚洲以外晶圆供应多样性的客户提供了有竞争力的替代方案。”</blockquote></p><p> That footprint appears to have weighed heavily in Ford’s (F) decision to partner with GlobalFoundries recently. That pair made a splash this past week when they announced a deal to work together to produce some of the chips the auto maker needs in America.</p><p><blockquote>这一足迹似乎在福特(F)最近与格芯合作的决定中发挥了重要作用。上周，这两家公司宣布了一项合作生产该汽车制造商在美国所需的一些芯片的协议，引起了轰动。</blockquote></p><p> GlobalFoundries shares rose 11% last week as investors considered the effects of the Ford deal. Wall Street’s bullish take is giving them more fuel.</p><p><blockquote>由于投资者考虑福特交易的影响，GlobalFoundries股价上周上涨11%。华尔街的看涨给了他们更多的动力。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/articles/globalfoundries-gfs-ford-semiconductor-ratings-51637588719?mod=mw_quote_news\">Barrons</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":{"GFS":"GLOBALFOUNDRIES Inc."},"source_url":"https://www.marketwatch.com/articles/globalfoundries-gfs-ford-semiconductor-ratings-51637588719?mod=mw_quote_news","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1127146864","content_text":"A bevy of analysts launched coverage of GlobalFoundries, the semiconductor fabricator working with Ford Motor, on Monday. Almost all recommend buying the stock, and investors are taking the advice to heart.\nGlobalFoundries shares rose nearly 6% in early trading.\n\nTen analysts launched coverage on the stock, according to Bloomberg. The flurry of new ratings follows the company’s initial public offering on Oct. 27, when GlobalFoundries sold 55 million shares at $47 each. Analysts working for brokers involved in an IPO don’t launch coverage for about 25 days following the stock offering.\nNow, 11 analysts cover the stock. Nine, or 82%, rate the stock at Buy. The average Buy-rating ratio for stocks in the S&P 500 is about 55%. One analyst rates shares at Hold, and the other considers them a Sell.\nThe average analyst price target is $78 a share, about 25% above Friday’s closing level of $62.11.\nRising sales and clarity about the prospects for more are two reasons the Street likes the new chip stock. “We have entered a period of accelerated growth for semis,” Wedbush analyst Matt Bryson, who rates the stock at Buy, wrote in a Monday report. 5G devices, smarter cars, cloud data centers and other high-tech applications all need a lot of semiconductors.\nHow GlobalFoundries will benefit from that increasing demand is relatively easy to project because the company has long-term contracts with its customers.\nSales “visibility” was also cited by J.P. Morgan semiconductor analyst Harlan Sur, who rates the shares at Buy, saying GlobalFoundries is a leader in specialty chip manufacturing. His price target is a little higher than average at $80 a share. Sur projects sales will grow at about 14% a year for the coming two years.\nGlobalFoundries doesn’t design chips like, say, Nvidia (NVDA) does. It is a manufacturer that semiconductor companies use for outsourcing production. The former chip-manufacturing unit of Advanced Micro Devices (AMD), it is the third-largest fabricator in the world.\nRaymond James analyst Chris Caso’s price target is $80, like Sur’s. And he, too, rates the stock at Buy. Like Sur and Bryson, Caso likes the fact that GlobalFoundries has long-term contracts with customers that will ensure sales grow. Also on the positive side, he said in his Monday report, GlobalFoundries has “a geographic footprint that provides a competitive alternative for customers seeking diversity of wafer supply outside of Asia.”\nThat footprint appears to have weighed heavily in Ford’s (F) decision to partner with GlobalFoundries recently. That pair made a splash this past week when they announced a deal to work together to produce some of the chips the auto maker needs in America.\nGlobalFoundries shares rose 11% last week as investors considered the effects of the Ford deal. Wall Street’s bullish take is giving them more fuel.","news_type":1,"symbols_score_info":{"GFS":0.9}},"isVote":1,"tweetType":1,"viewCount":1163,"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,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/875046703"}
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