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2021-09-10

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What Stocks Could Gain When the Chip Shortage Ends? It’s More Than Just Car Makers.<blockquote>芯片短缺结束后，哪些股票可能会上涨？这不仅仅是汽车制造商。</blockquote>

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":883633426,"tweetId":"883633426","gmtCreate":1631236855565,"gmtModify":1631890457053,"author":{"id":3564838788632568,"idStr":"3564838788632568","authorId":3564838788632568,"authorIdStr":"3564838788632568","name":"ChadT","avatar":"https://static.tigerbbs.com/6e0880e81959a27ea437ce829ff14fa5","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":2,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Oh haha</body></html>","htmlText":"<html><head></head><body>Oh haha</body></html>","text":"Oh haha","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/883633426","repostId":1173145604,"repostType":4,"repost":{"id":"1173145604","kind":"news","pubTimestamp":1631236354,"share":"https://www.laohunote.com/m/news/1173145604?lang=zh_CN&edition=full","pubTime":"2021-09-10 09:12","market":"us","language":"en","title":"What Stocks Could Gain When the Chip Shortage Ends? It’s More Than Just Car Makers.<blockquote>芯片短缺结束后，哪些股票可能会上涨？这不仅仅是汽车制造商。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1173145604","media":"Barrons","summary":"Semiconductors of all shapes and sizes will remain scarce well into next year, but BMO Capital Marke","content":"Semiconductors of all shapes and sizes will remain&nbsp;scarce&nbsp;well into next year, but BMO Capital Markets says the worst of the shortage may well be past. In a Thursday research report, it suggested a few companies, beyond the obvious winners, that might benefit.<blockquote>到明年，各种形状和尺寸的半导体仍将短缺，但蒙特利尔银行资本市场表示，短缺最严重的时期可能已经过去。在周四的一份研究报告中，它表明，除了明显的赢家之外，还有几家公司可能会受益。</blockquote> Since the first signs of the shortage&nbsp;began to appear over a year ago, chip producers have been seeking to tackle the problem. They have announced plans for vast amounts of capital spending to&nbsp;expand production capacity, and other measures to ramp up their output. Auto makers clearly stand to gain as those efforts bear fruit, given that their production has been constrained by a lack of chips, but there are many other winners, according to BMO Capital.<blockquote>自从一年多前开始出现短缺的第一个迹象以来，芯片生产商一直在寻求解决这个问题。他们宣布了大规模资本支出以扩大产能的计划，以及其他提高产量的措施。BMO Capital 表示，随着这些努力取得成果，汽车制造商显然将受益，因为他们的生产受到芯片短缺的限制，但还有许多其他赢家。</blockquote> Chemical companies:Producers of chemicals don’t use chips for their own products, but BMO analyst John McNulty said they have been hurt because their products areused by auto makers. Several names he covers—&nbsp;DuPont(ticker: DD),PPG Industries(PPG),Axalta Coating Systems(AXTA), Ingevity (NGVT), Chemours (CC), and&nbsp;Celanese(CE)&nbsp;—&nbsp;have at least 10% of sales ultimately tied to auto makers.<blockquote>化工企业：化学品生产商不在自己的产品中使用芯片，但蒙特利尔银行分析师约翰-麦克纳尔蒂（John McNulty）说，他们受到了伤害，因为他们的产品被汽车制造商使用。他涵盖的几个公司——杜邦（股票代码：DD）、PPG Industries（PPG）、艾仕得涂料系统（AXTA）、Ingevity（NGVT）、科慕（CC）和塞拉尼斯（CE）——至少 10% 的销售额最终与汽车制造商相关。</blockquote> McNulty said that revenue will likely pick up in the second half of 2022, or in 2023, when auto production swings up. “We believe the names exposed have a relatively clear runway ahead and largely offer compelling risk/reward profiles,” he said.<blockquote>麦纽提表示，收入可能会在 2022 年下半年或 2023 年汽车产量回升时回升。“他说：”我们相信，曝光的名字前景相对清晰，而且在很大程度上提供了令人信服的风险/回报概况。</blockquote> Leisure:Like car makers, companies that make vehicles for all sorts of outdoor recreation—from motorcycles to snowmobiles and small boats—have suffered from a lack of chips. BMO’s Gerrick Johnson wrote that companies such as&nbsp;Harley&nbsp;-&nbsp;Davidson(HOG), BRP (DOO. Toronto), and Polaris (PII), are increasingly saying that chips are the primary reason they are experiencing slowed production. Previously, shortages of labor and materials such as foam were causing problems.<blockquote>休闲：与汽车制造商一样，生产各种户外休闲车辆（从摩托车到雪地摩托和小船）的公司也面临着芯片短缺的问题。BMO 的 Gerrick Johnson 写道，哈雷戴维森（HOG）、BRP（DOO. Toronto）和北极星（PII）等公司越来越多地表示，芯片是他们生产放缓的主要原因。此前，劳动力和泡沫等材料短缺造成了问题。</blockquote> Recreational-vehicle manufacturers appear&nbsp;less concerned about chip shortages, according to Johnson.RVs,made by the likes of Thor (THO) and Winnebago (WGO) don’t use many chips, and their internal accessories&nbsp;—&nbsp;TVs and microwaves, for example–are easy to swap if one model isn’t available. Johnson said that chips are one of many components companies are having trouble getting, and that most don’t expect to reach normal inventory levels late into 2022, or even 2023.<blockquote>约翰逊认为，休闲车制造商似乎不太担心芯片短缺。Thor (THO) 和 Winnebago (WGO) 等公司生产的房车使用的芯片并不多，而且如果某个型号缺货，它们的内部配件（如电视和微波炉）很容易更换。约翰逊说，芯片是许多公司难以获得的零部件之一，大多数公司预计到 2022 年底甚至 2023 年才能达到正常库存水平。</blockquote> Trains:Another potential winner is railroads, again because of the companies’ exposure to sales of autos. BMO’s Fadi Chamoun said that rail transportation stocks should gain as increased car production leads to higher shipments. Chamoun pointed out that In the third quarter of this year, the volume of motor vehicles shipped by rail was down 9.3% from a year earlier, though that was better than the 11.5% year-over-year decline in the second quarter.<blockquote>火车：另一个潜在的赢家是铁路公司，这也是因为这些公司涉足汽车销售。BMO 的 Fadi Chamoun 说，随着汽车产量的增加导致出货量的增加，铁路运输股应该会上涨。Chamoun指出，今年第三季度，铁路运输的机动车数量同比下降9.3%，尽管这比第二季度11.5%的同比下降要好。</blockquote> Chamoun wrote that his team views weak automotive production as equivalent to deferred revenue, and that conditions will return to prepandemic levels by 2023.CSX(CSC) moves the most vehicles, followed by&nbsp;Norfolk Southern(NSC), and&nbsp;Kansas City Southern(KSU).<blockquote>Chamoun 写道，他的团队认为汽车生产疲软相当于递延收入，到 2023 年，情况将恢复到大流行前的水平。CSX (CSC) 运输的车辆最多，其次是诺福克南方 (NSC) 和堪萨斯城南方 (KSU)。</blockquote> Chips:The outlook is less clear for the chip stocks themselves. Analyst Ambrish Srivastava outlined two scenarios as the supply issues ease: a “soft landing” where the stocks, boosted by the shortage, don’t get hurt too badly. The second is a “hard landing” scenario where stocks go south rather quickly.<blockquote>芯片：芯片股本身的前景不太明朗。分析师安布里什-斯里瓦斯塔瓦（Ambrish Srivastava）概述了供应问题缓解后的两种情况： “软着陆”，即受短缺提振的库存不会受到太严重的伤害。第二种是 “硬着陆 ”情景，即股市迅速下跌。</blockquote> Unfortunately, he said, it’s hard to figure out which one is more likely at this point.<blockquote>他说，不幸的是，目前很难确定哪一种更有可能。</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>What Stocks Could Gain When the Chip Shortage Ends? It’s More Than Just Car Makers.<blockquote>芯片短缺结束后，哪些股票可能会上涨？这不仅仅是汽车制造商。</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\">\nWhat Stocks Could Gain When the Chip Shortage Ends? It’s More Than Just Car Makers.<blockquote>芯片短缺结束后，哪些股票可能会上涨？这不仅仅是汽车制造商。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-09-10 09:12\n\n</h4>\n</header>\n<article>\nSemiconductors of all shapes and sizes will remain&nbsp;scarce&nbsp;well into next year, but BMO Capital Markets says the worst of the shortage may well be past. In a Thursday research report, it suggested a few companies, beyond the obvious winners, that might benefit.<blockquote>到明年，各种形状和尺寸的半导体仍将短缺，但蒙特利尔银行资本市场表示，短缺最严重的时期可能已经过去。在周四的一份研究报告中，它表明，除了明显的赢家之外，还有几家公司可能会受益。</blockquote> Since the first signs of the shortage&nbsp;began to appear over a year ago, chip producers have been seeking to tackle the problem. They have announced plans for vast amounts of capital spending to&nbsp;expand production capacity, and other measures to ramp up their output. Auto makers clearly stand to gain as those efforts bear fruit, given that their production has been constrained by a lack of chips, but there are many other winners, according to BMO Capital.<blockquote>自从一年多前开始出现短缺的第一个迹象以来，芯片生产商一直在寻求解决这个问题。他们宣布了大规模资本支出以扩大产能的计划，以及其他提高产量的措施。BMO Capital 表示，随着这些努力取得成果，汽车制造商显然将受益，因为他们的生产受到芯片短缺的限制，但还有许多其他赢家。</blockquote> Chemical companies:Producers of chemicals don’t use chips for their own products, but BMO analyst John McNulty said they have been hurt because their products areused by auto makers. Several names he covers—&nbsp;DuPont(ticker: DD),PPG Industries(PPG),Axalta Coating Systems(AXTA), Ingevity (NGVT), Chemours (CC), and&nbsp;Celanese(CE)&nbsp;—&nbsp;have at least 10% of sales ultimately tied to auto makers.<blockquote>化工企业：化学品生产商不在自己的产品中使用芯片，但蒙特利尔银行分析师约翰-麦克纳尔蒂（John McNulty）说，他们受到了伤害，因为他们的产品被汽车制造商使用。他涵盖的几个公司——杜邦（股票代码：DD）、PPG Industries（PPG）、艾仕得涂料系统（AXTA）、Ingevity（NGVT）、科慕（CC）和塞拉尼斯（CE）——至少 10% 的销售额最终与汽车制造商相关。</blockquote> McNulty said that revenue will likely pick up in the second half of 2022, or in 2023, when auto production swings up. “We believe the names exposed have a relatively clear runway ahead and largely offer compelling risk/reward profiles,” he said.<blockquote>麦纽提表示，收入可能会在 2022 年下半年或 2023 年汽车产量回升时回升。“他说：”我们相信，曝光的名字前景相对清晰，而且在很大程度上提供了令人信服的风险/回报概况。</blockquote> Leisure:Like car makers, companies that make vehicles for all sorts of outdoor recreation—from motorcycles to snowmobiles and small boats—have suffered from a lack of chips. BMO’s Gerrick Johnson wrote that companies such as&nbsp;Harley&nbsp;-&nbsp;Davidson(HOG), BRP (DOO. Toronto), and Polaris (PII), are increasingly saying that chips are the primary reason they are experiencing slowed production. Previously, shortages of labor and materials such as foam were causing problems.<blockquote>休闲：与汽车制造商一样，生产各种户外休闲车辆（从摩托车到雪地摩托和小船）的公司也面临着芯片短缺的问题。BMO 的 Gerrick Johnson 写道，哈雷戴维森（HOG）、BRP（DOO. Toronto）和北极星（PII）等公司越来越多地表示，芯片是他们生产放缓的主要原因。此前，劳动力和泡沫等材料短缺造成了问题。</blockquote> Recreational-vehicle manufacturers appear&nbsp;less concerned about chip shortages, according to Johnson.RVs,made by the likes of Thor (THO) and Winnebago (WGO) don’t use many chips, and their internal accessories&nbsp;—&nbsp;TVs and microwaves, for example–are easy to swap if one model isn’t available. Johnson said that chips are one of many components companies are having trouble getting, and that most don’t expect to reach normal inventory levels late into 2022, or even 2023.<blockquote>约翰逊认为，休闲车制造商似乎不太担心芯片短缺。Thor (THO) 和 Winnebago (WGO) 等公司生产的房车使用的芯片并不多，而且如果某个型号缺货，它们的内部配件（如电视和微波炉）很容易更换。约翰逊说，芯片是许多公司难以获得的零部件之一，大多数公司预计到 2022 年底甚至 2023 年才能达到正常库存水平。</blockquote> Trains:Another potential winner is railroads, again because of the companies’ exposure to sales of autos. BMO’s Fadi Chamoun said that rail transportation stocks should gain as increased car production leads to higher shipments. Chamoun pointed out that In the third quarter of this year, the volume of motor vehicles shipped by rail was down 9.3% from a year earlier, though that was better than the 11.5% year-over-year decline in the second quarter.<blockquote>火车：另一个潜在的赢家是铁路公司，这也是因为这些公司涉足汽车销售。BMO 的 Fadi Chamoun 说，随着汽车产量的增加导致出货量的增加，铁路运输股应该会上涨。Chamoun指出，今年第三季度，铁路运输的机动车数量同比下降9.3%，尽管这比第二季度11.5%的同比下降要好。</blockquote> Chamoun wrote that his team views weak automotive production as equivalent to deferred revenue, and that conditions will return to prepandemic levels by 2023.CSX(CSC) moves the most vehicles, followed by&nbsp;Norfolk Southern(NSC), and&nbsp;Kansas City Southern(KSU).<blockquote>Chamoun 写道，他的团队认为汽车生产疲软相当于递延收入，到 2023 年，情况将恢复到大流行前的水平。CSX (CSC) 运输的车辆最多，其次是诺福克南方 (NSC) 和堪萨斯城南方 (KSU)。</blockquote> Chips:The outlook is less clear for the chip stocks themselves. Analyst Ambrish Srivastava outlined two scenarios as the supply issues ease: a “soft landing” where the stocks, boosted by the shortage, don’t get hurt too badly. The second is a “hard landing” scenario where stocks go south rather quickly.<blockquote>芯片：芯片股本身的前景不太明朗。分析师安布里什-斯里瓦斯塔瓦（Ambrish Srivastava）概述了供应问题缓解后的两种情况： “软着陆”，即受短缺提振的库存不会受到太严重的伤害。第二种是 “硬着陆 ”情景，即股市迅速下跌。</blockquote> Unfortunately, he said, it’s hard to figure out which one is more likely at this point.<blockquote>他说，不幸的是，目前很难确定哪一种更有可能。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/stock-winners-after-chip-shortage-51631210248?mod=hp_DAY_Theme_1_1\">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":{"NGVT":"Ingevity Corporation When Issued","WGO":"温尼巴格实业","AXTA":"艾仕得涂料系统","THO":"索尔工业","DOO":"WisdomTree Trust International D","HOG":"哈雷戴维森","CE":"塞拉尼斯","PII":"北极星","DD":"杜邦","CC":"Chemours Company","PPG":"PPG工业","NSC":"诺福克南方"},"source_url":"https://www.barrons.com/articles/stock-winners-after-chip-shortage-51631210248?mod=hp_DAY_Theme_1_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173145604","content_text":"Semiconductors of all shapes and sizes will remain scarce well into next year, but BMO Capital Markets says the worst of the shortage may well be past. In a Thursday research report, it suggested a few companies, beyond the obvious winners, that might benefit.\nSince the first signs of the shortage began to appear over a year ago, chip producers have been seeking to tackle the problem. They have announced plans for vast amounts of capital spending to expand production capacity, and other measures to ramp up their output. Auto makers clearly stand to gain as those efforts bear fruit, given that their production has been constrained by a lack of chips, but there are many other winners, according to BMO Capital.\nChemical companies:Producers of chemicals don’t use chips for their own products, but BMO analyst John McNulty said they have been hurt because their products areused by auto makers. Several names he covers— DuPont(ticker: DD),PPG Industries(PPG),Axalta Coating Systems(AXTA), Ingevity (NGVT), Chemours (CC), and Celanese(CE) — have at least 10% of sales ultimately tied to auto makers.\nMcNulty said that revenue will likely pick up in the second half of 2022, or in 2023, when auto production swings up. “We believe the names exposed have a relatively clear runway ahead and largely offer compelling risk/reward profiles,” he said.\nLeisure:Like car makers, companies that make vehicles for all sorts of outdoor recreation—from motorcycles to snowmobiles and small boats—have suffered from a lack of chips. BMO’s Gerrick Johnson wrote that companies such as Harley - Davidson(HOG), BRP (DOO. Toronto), and Polaris (PII), are increasingly saying that chips are the primary reason they are experiencing slowed production. Previously, shortages of labor and materials such as foam were causing problems.\nRecreational-vehicle manufacturers appear less concerned about chip shortages, according to Johnson.RVs,made by the likes of Thor (THO) and Winnebago (WGO) don’t use many chips, and their internal accessories — TVs and microwaves, for example–are easy to swap if one model isn’t available. Johnson said that chips are one of many components companies are having trouble getting, and that most don’t expect to reach normal inventory levels late into 2022, or even 2023.\nTrains:Another potential winner is railroads, again because of the companies’ exposure to sales of autos. BMO’s Fadi Chamoun said that rail transportation stocks should gain as increased car production leads to higher shipments. Chamoun pointed out that In the third quarter of this year, the volume of motor vehicles shipped by rail was down 9.3% from a year earlier, though that was better than the 11.5% year-over-year decline in the second quarter.\nChamoun wrote that his team views weak automotive production as equivalent to deferred revenue, and that conditions will return to prepandemic levels by 2023.CSX(CSC) moves the most vehicles, followed by Norfolk Southern(NSC), and Kansas City Southern(KSU).\nChips:The outlook is less clear for the chip stocks themselves. Analyst Ambrish Srivastava outlined two scenarios as the supply issues ease: a “soft landing” where the stocks, boosted by the shortage, don’t get hurt too badly. The second is a “hard landing” scenario where stocks go south rather quickly.\nUnfortunately, he said, it’s hard to figure out which one is more likely at this point.","news_type":1,"symbols_score_info":{"HOG":0.9,"DD":0.9,"PII":0.9,"PPG":0.9,"CC":0.9,"NGVT":0.9,"NSC":0.9,"CE":0.9,"WGO":0.9,"KSU":0.9,"THO":0.9,"AXTA":0.9,"DOO":0.9}},"isVote":1,"tweetType":1,"viewCount":450,"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":6,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/883633426"}