jazzman
2021-11-19
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The Nasdaq will surge 19% in 2022 as easing chip shortage extends bull market cycle for tech stocks, Wedbush says<blockquote>Wedbush表示，随着芯片短缺缓解延长科技股牛市周期，2022年纳斯达克将飙升19%</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":876677373,"tweetId":"876677373","gmtCreate":1637313401666,"gmtModify":1637313401804,"author":{"id":3585281594587734,"idStr":"3585281594587734","authorId":3585281594587734,"authorIdStr":"3585281594587734","name":"jazzman","avatar":"https://static.tigerbbs.com/576ea0bb835315d386051f7c315a382e","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":15,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Like</p></body></html>","htmlText":"<html><head></head><body><p>Like</p></body></html>","text":"Like","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/876677373","repostId":1155208943,"repostType":4,"repost":{"id":"1155208943","kind":"news","pubTimestamp":1637310720,"share":"https://www.laohu8.com/m/news/1155208943?lang=zh_CN&edition=full","pubTime":"2021-11-19 16:32","market":"us","language":"en","title":"The Nasdaq will surge 19% in 2022 as easing chip shortage extends bull market cycle for tech stocks, Wedbush says<blockquote>Wedbush表示，随着芯片短缺缓解延长科技股牛市周期，2022年纳斯达克将飙升19%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155208943","media":"Business Insider","summary":"The Nasdaq's year-to-date gain of 28% is likely to spill over into next year, according to Wedbush's","content":"<p><ul> <li><b>The Nasdaq's year-to-date gain of 28% is likely to spill over into next year, according to Wedbush's Dan Ives.</b></li> <li><b>An easing chip shortage should extend the bull market and quell valuations concerns, Ives said.</b></li> <li><b>Ives said the tech-heavy Nasdaq will hit 19,000 in 2022, representing 19% upside potential.</b></li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9027417d5ef6237ee8a626d0d24d064c\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\"><span>Stocks have risen sharply over the last year, helping the Dow Jones finally break the 36,000 barrier.</span></p><p><blockquote><ul><li><b>Wedbush的Dan Ives表示，该纳斯达克今年迄今28%的涨幅可能会延续到明年。</b></li><li><b>艾夫斯表示，芯片短缺的缓解应该会延长牛市并平息估值担忧。</b></li><li><b>Ives表示，以科技股为主的纳斯达克将在2022年达到19,000股，上涨潜力为19%。</b></li></ul><p class=\"t-img-caption\"><span>去年股市大幅上涨，帮助道琼斯指数最终突破36,000点大关。</span></p></blockquote></p><p> 2022 should be a favorable year for the tech-heavy Nasdaq as it looks to extend its year-to-date gains of nearly 30%, Wedbush's Daniel Ives said in a Thursday note.</p><p><blockquote>Wedbush的Daniel Ives在周四的一份报告中表示，2022年对于以科技股为主的纳斯达克来说应该是有利的一年，因为该公司希望延续今年迄今近30%的涨幅。</blockquote></p><p> Ives thinks an easing of the semiconductor shortage in the first half of next year should help improve the fundamental demand story behind tech companies and quell investor concerns about high valuations. Emerging growth from the cloud, cyber security, 5G, and the metaverse should also sustain bullish investor sentiment towards the tech space.</p><p><blockquote>艾夫斯认为，明年上半年半导体短缺的缓解应该有助于改善科技公司背后的基本需求状况，并平息投资者对高估值的担忧。云、网络安全、5G和元宇宙的新兴增长也应该会维持投资者对科技领域的看涨情绪。</blockquote></p><p> \"The tech bull cycle will continue in our opinion its upward move into 2022 given the scarcity of growth names and winners in this market on the heels of the 4th industrial revolution playing out among enterprises and consumers,\" Ives said.</p><p><blockquote>艾夫斯表示：“我们认为，鉴于第四次工业革命在企业和消费者中爆发后，该市场缺乏成长型公司和赢家，科技牛市周期将继续向上移动到2022年。”</blockquote></p><p> Ives set a 2022 price target of 19,000 for the Nasdaq, representing potential upside of 19% from current levels and an increase from its 2021 target of 16,000. Ives 2022 return target is just below the Nasdaq's 10-year compound annual growth rate of about 23%.</p><p><blockquote>Ives将纳斯达克2022年的目标价定为19,000美元，较当前水平有19%的潜在上涨空间，较2021年16,000美元的目标价有所上涨。Ives 2022年回报目标略低于纳斯达克约23%的10年复合年增长率。</blockquote></p><p> Driving the upside next year will include the three largest companies in the world,Microsoft,Apple, and Alphabet, Ives said. Microsoft and Google should continue to benefit from an ongoing shift to the cloud, an industry that is still in its early days.</p><p><blockquote>Ives表示，推动明年上涨的将包括全球最大的三家公司，微软、苹果和Alphabet。微软和谷歌应该会继续受益于向云的持续转变，这个行业仍处于早期阶段。</blockquote></p><p> \"We believe ~90% of these cloud deployments have already been green-lighted by CIOs and healthy cloud budgets [are] already in place for 2022, with Redmond [Microsoft] firmly positioned to gain more market share vs. Amazon Web Services,\" Ives said.</p><p><blockquote>“我们相信，这些云部署中约90%已经获得首席信息官的批准，并且2022年健康的云预算已经到位，Redmond[微软]坚定地定位于获得更多的市场份额，”Ives说。</blockquote></p><p> Meanwhile, Apple will likely surpass a $3 trillion valuation on continued growth from an iPhone upgrade supercycle, according to the note.</p><p><blockquote>与此同时，根据该报告，由于iPhone升级超级周期的持续增长，苹果的估值可能会超过3万亿美元。</blockquote></p><p> Finally, Ives highlighted the cyber security space as a sector investors should own, as the ongoing growth in cloud solutions leads companies to understand the need for cyber security protection. \"As more data moves to the cloud, a golden age of cyber security will continue,\" Ives said.</p><p><blockquote>最后，艾夫斯强调网络安全领域是投资者应该拥有的行业，因为云解决方案的持续增长使公司了解网络安全保护的需求。“随着越来越多的数据转移到云端，网络安全的黄金时代将继续下去，”艾夫斯说。</blockquote></p><p> Internal checks lead Ives to believe the cyber security industry will see strong deal flow next year, and points to Zscaler,Palo Alto Networks, and Cyber-Arkas stocks to own in the sector, among others.</p><p><blockquote>内部检查使艾夫斯相信网络安全行业明年将出现强劲的交易流，并指出该行业值得持有Zscaler、Palo Alto Networks和Cyber-Arkas等股票。</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>The Nasdaq will surge 19% in 2022 as easing chip shortage extends bull market cycle for tech stocks, Wedbush says<blockquote>Wedbush表示，随着芯片短缺缓解延长科技股牛市周期，2022年纳斯达克将飙升19%</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\">\nThe Nasdaq will surge 19% in 2022 as easing chip shortage extends bull market cycle for tech stocks, Wedbush says<blockquote>Wedbush表示，随着芯片短缺缓解延长科技股牛市周期，2022年纳斯达克将飙升19%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Business Insider</strong><span class=\"h-time small\">2021-11-19 16:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul> <li><b>The Nasdaq's year-to-date gain of 28% is likely to spill over into next year, according to Wedbush's Dan Ives.</b></li> <li><b>An easing chip shortage should extend the bull market and quell valuations concerns, Ives said.</b></li> <li><b>Ives said the tech-heavy Nasdaq will hit 19,000 in 2022, representing 19% upside potential.</b></li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9027417d5ef6237ee8a626d0d24d064c\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\"><span>Stocks have risen sharply over the last year, helping the Dow Jones finally break the 36,000 barrier.</span></p><p><blockquote><ul><li><b>Wedbush的Dan Ives表示，该纳斯达克今年迄今28%的涨幅可能会延续到明年。</b></li><li><b>艾夫斯表示，芯片短缺的缓解应该会延长牛市并平息估值担忧。</b></li><li><b>Ives表示，以科技股为主的纳斯达克将在2022年达到19,000股，上涨潜力为19%。</b></li></ul><p class=\"t-img-caption\"><span>去年股市大幅上涨，帮助道琼斯指数最终突破36,000点大关。</span></p></blockquote></p><p> 2022 should be a favorable year for the tech-heavy Nasdaq as it looks to extend its year-to-date gains of nearly 30%, Wedbush's Daniel Ives said in a Thursday note.</p><p><blockquote>Wedbush的Daniel Ives在周四的一份报告中表示，2022年对于以科技股为主的纳斯达克来说应该是有利的一年，因为该公司希望延续今年迄今近30%的涨幅。</blockquote></p><p> Ives thinks an easing of the semiconductor shortage in the first half of next year should help improve the fundamental demand story behind tech companies and quell investor concerns about high valuations. Emerging growth from the cloud, cyber security, 5G, and the metaverse should also sustain bullish investor sentiment towards the tech space.</p><p><blockquote>艾夫斯认为，明年上半年半导体短缺的缓解应该有助于改善科技公司背后的基本需求状况，并平息投资者对高估值的担忧。云、网络安全、5G和元宇宙的新兴增长也应该会维持投资者对科技领域的看涨情绪。</blockquote></p><p> \"The tech bull cycle will continue in our opinion its upward move into 2022 given the scarcity of growth names and winners in this market on the heels of the 4th industrial revolution playing out among enterprises and consumers,\" Ives said.</p><p><blockquote>艾夫斯表示：“我们认为，鉴于第四次工业革命在企业和消费者中爆发后，该市场缺乏成长型公司和赢家，科技牛市周期将继续向上移动到2022年。”</blockquote></p><p> Ives set a 2022 price target of 19,000 for the Nasdaq, representing potential upside of 19% from current levels and an increase from its 2021 target of 16,000. Ives 2022 return target is just below the Nasdaq's 10-year compound annual growth rate of about 23%.</p><p><blockquote>Ives将纳斯达克2022年的目标价定为19,000美元，较当前水平有19%的潜在上涨空间，较2021年16,000美元的目标价有所上涨。Ives 2022年回报目标略低于纳斯达克约23%的10年复合年增长率。</blockquote></p><p> Driving the upside next year will include the three largest companies in the world,Microsoft,Apple, and Alphabet, Ives said. Microsoft and Google should continue to benefit from an ongoing shift to the cloud, an industry that is still in its early days.</p><p><blockquote>Ives表示，推动明年上涨的将包括全球最大的三家公司，微软、苹果和Alphabet。微软和谷歌应该会继续受益于向云的持续转变，这个行业仍处于早期阶段。</blockquote></p><p> \"We believe ~90% of these cloud deployments have already been green-lighted by CIOs and healthy cloud budgets [are] already in place for 2022, with Redmond [Microsoft] firmly positioned to gain more market share vs. Amazon Web Services,\" Ives said.</p><p><blockquote>“我们相信，这些云部署中约90%已经获得首席信息官的批准，并且2022年健康的云预算已经到位，Redmond[微软]坚定地定位于获得更多的市场份额，”Ives说。</blockquote></p><p> Meanwhile, Apple will likely surpass a $3 trillion valuation on continued growth from an iPhone upgrade supercycle, according to the note.</p><p><blockquote>与此同时，根据该报告，由于iPhone升级超级周期的持续增长，苹果的估值可能会超过3万亿美元。</blockquote></p><p> Finally, Ives highlighted the cyber security space as a sector investors should own, as the ongoing growth in cloud solutions leads companies to understand the need for cyber security protection. \"As more data moves to the cloud, a golden age of cyber security will continue,\" Ives said.</p><p><blockquote>最后，艾夫斯强调网络安全领域是投资者应该拥有的行业，因为云解决方案的持续增长使公司了解网络安全保护的需求。“随着越来越多的数据转移到云端，网络安全的黄金时代将继续下去，”艾夫斯说。</blockquote></p><p> Internal checks lead Ives to believe the cyber security industry will see strong deal flow next year, and points to Zscaler,Palo Alto Networks, and Cyber-Arkas stocks to own in the sector, among others.</p><p><blockquote>内部检查使艾夫斯相信网络安全行业明年将出现强劲的交易流，并指出该行业值得持有Zscaler、Palo Alto Networks和Cyber-Arkas等股票。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://markets.businessinsider.com/news/stocks/stock-market-2022-outlook-nasdaq-chip-shortage-eases-bull-cycle-2021-11\">Business Insider</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":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://markets.businessinsider.com/news/stocks/stock-market-2022-outlook-nasdaq-chip-shortage-eases-bull-cycle-2021-11","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155208943","content_text":"The Nasdaq's year-to-date gain of 28% is likely to spill over into next year, according to Wedbush's Dan Ives.\nAn easing chip shortage should extend the bull market and quell valuations concerns, Ives said.\nIves said the tech-heavy Nasdaq will hit 19,000 in 2022, representing 19% upside potential.\n\nStocks have risen sharply over the last year, helping the Dow Jones finally break the 36,000 barrier.\n2022 should be a favorable year for the tech-heavy Nasdaq as it looks to extend its year-to-date gains of nearly 30%, Wedbush's Daniel Ives said in a Thursday note.\nIves thinks an easing of the semiconductor shortage in the first half of next year should help improve the fundamental demand story behind tech companies and quell investor concerns about high valuations. Emerging growth from the cloud, cyber security, 5G, and the metaverse should also sustain bullish investor sentiment towards the tech space.\n\"The tech bull cycle will continue in our opinion its upward move into 2022 given the scarcity of growth names and winners in this market on the heels of the 4th industrial revolution playing out among enterprises and consumers,\" Ives said.\nIves set a 2022 price target of 19,000 for the Nasdaq, representing potential upside of 19% from current levels and an increase from its 2021 target of 16,000. Ives 2022 return target is just below the Nasdaq's 10-year compound annual growth rate of about 23%.\nDriving the upside next year will include the three largest companies in the world,Microsoft,Apple, and Alphabet, Ives said. Microsoft and Google should continue to benefit from an ongoing shift to the cloud, an industry that is still in its early days.\n\"We believe ~90% of these cloud deployments have already been green-lighted by CIOs and healthy cloud budgets [are] already in place for 2022, with Redmond [Microsoft] firmly positioned to gain more market share vs. Amazon Web Services,\" Ives said.\nMeanwhile, Apple will likely surpass a $3 trillion valuation on continued growth from an iPhone upgrade supercycle, according to the note.\nFinally, Ives highlighted the cyber security space as a sector investors should own, as the ongoing growth in cloud solutions leads companies to understand the need for cyber security protection. \"As more data moves to the cloud, a golden age of cyber security will continue,\" Ives said.\nInternal checks lead Ives to believe the cyber security industry will see strong deal flow next year, and points to Zscaler,Palo Alto Networks, and Cyber-Arkas stocks to own in the sector, among others.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":943,"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,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/876677373"}
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