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2021-10-17

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2021-10-14

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S&P 500, Nasdaq rise with growth stocks; JPMorgan a drag<blockquote>标普500、纳斯达克随成长股上涨；摩根大通拖累</blockquote>

2021-10-12

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As Shortages Rage, Here Are 14 Chip Stocks With at Least 30% Upside<blockquote>随着短缺加剧，以下14只芯片股至少有30%的上涨空间</blockquote>

2021-09-30

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2021-09-30

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pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/827685581","repostId":"2175146556","repostType":4,"isVote":1,"tweetType":1,"viewCount":2795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825919964,"gmtCreate":1634188350007,"gmtModify":1634188350133,"author":{"id":"3580470316513392","authorId":"3580470316513392","name":"Ahboy18","avatar":"https://static.tigerbbs.com/d675603e4c812ab6a525a4945244b613","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580470316513392","idStr":"3580470316513392"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/825919964","repostId":"2175164396","repostType":4,"repost":{"id":"2175164396","kind":"news","pubTimestamp":1634166327,"share":"https://www.laohu8.com/m/news/2175164396?lang=zh_CN&edition=full","pubTime":"2021-10-14 07:05","market":"us","language":"en","title":"S&P 500, Nasdaq rise with growth stocks; JPMorgan a drag<blockquote>标普500、纳斯达克随成长股上涨；摩根大通拖累</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2175164396","media":"The Straits Times","summary":"NEW YORK (REUTERS) - The S&P 500 and Nasdaq ended higher on Wednesday (Oct 13), led by gains in shar","content":"<p><div> NEW YORK (REUTERS) - The S&P 500 and Nasdaq ended higher on Wednesday (Oct 13), led by gains in shares of big growth names like Amazon.com and Microsoft, but JPMorgan shares fell along with other bank...</p><p><blockquote><div>纽约（路透社）-标普500和纳斯达克周三（10月13日）收高，亚马逊和微软等大型成长型公司股价上涨，但摩根大通股价与其他银行一起下跌...</div></blockquote></p><p>  <a href=\"http://www.straitstimes.com/business/companies-markets/sp-500-nasdaq-rise-with-growth-stocks-jpmorgan-a-drag\">网页链接</a>  </div> </p><p><blockquote><a href=\"http://www.straitstimes.com/business/companies-markets/sp-500-nasdaq-rise-with-growth-stocks-jpmorgan-a-drag\">网页连接</a></blockquote></p><p></p>","source":"straits_highlight","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>S&P 500, Nasdaq rise with growth stocks; JPMorgan a drag<blockquote>标普500、纳斯达克随成长股上涨；摩根大通拖累</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\">\nS&P 500, Nasdaq rise with growth stocks; JPMorgan a drag<blockquote>标普500、纳斯达克随成长股上涨；摩根大通拖累</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Straits Times</strong><span class=\"h-time small\">2021-10-14 07:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> NEW YORK (REUTERS) - The S&P 500 and Nasdaq ended higher on Wednesday (Oct 13), led by gains in shares of big growth names like Amazon.com and Microsoft, but JPMorgan shares fell along with other bank...</p><p><blockquote><div>纽约（路透社）-标普500和纳斯达克周三（10月13日）收高，亚马逊和微软等大型成长型公司股价上涨，但摩根大通股价与其他银行一起下跌...</div></blockquote></p><p>  <a href=\"http://www.straitstimes.com/business/companies-markets/sp-500-nasdaq-rise-with-growth-stocks-jpmorgan-a-drag\">网页链接</a>  </div> </p><p><blockquote><a href=\"http://www.straitstimes.com/business/companies-markets/sp-500-nasdaq-rise-with-growth-stocks-jpmorgan-a-drag\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"http://www.straitstimes.com/business/companies-markets/sp-500-nasdaq-rise-with-growth-stocks-jpmorgan-a-drag\">The Straits Times</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":{"161125":"标普500","513500":"标普500ETF","IVV":"标普500ETF-iShares","SDS":"两倍做空标普500 ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","OEF":"标普100指数ETF-iShares","SH":"做空标普500-Proshares","SPY":"标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","SSO":"2倍做多标普500ETF-ProShares","JPM":"摩根大通"},"source_url":"http://www.straitstimes.com/business/companies-markets/sp-500-nasdaq-rise-with-growth-stocks-jpmorgan-a-drag","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2175164396","content_text":"NEW YORK (REUTERS) - The S&P 500 and Nasdaq ended higher on Wednesday (Oct 13), led by gains in shares of big growth names like Amazon.com and Microsoft, but JPMorgan shares fell along with other bank shares and weighed on the market.\nThe S&P 500 briefly added to gains following the release of minutes from the September Federal Reserve policy meeting.\nUS central bankers signalled they could start reducing crisis-era support for the economy in mid-November, though they remained divided over how much of a threat high inflation poses and how soon they may need to raise interest rates, the minutes showed.\nEarlier, a Labour Department report showed consumer prices increased solidly in September, further strengthening the case for a Fed interest-rate hike.\nShares of JPMorgan Chase & Co fell 2.6% even though JPMorgan's third-quarter earnings beat expectations, helped by global dealmaking boom and release of more loan loss reserves.\nThe stock declined along with the other bank shares and was among the biggest drags on the S&P 500 and Dow, which ended flat.\nThe S&P 500 bank index was down 1.3%, with longer-dated Treasury yields down on the day. The day's corporate results kicked off third-quarter earnings for S&P 500 companies.\n\"My hope is that as we work our way through earnings season, that the forward-looking guidance will be good enough that we'll close the year higher. But right now the market is in a show-me phase,\" said Jim Awad, senior managing director at Clearstead Advisors LLC in New York.\nMega-caps growth names including Amazon.com Inc, Google-parent Alphabet and Microsoft Corp all rose.\nThe Dow Jones Industrial Average fell 0.53 points to 34,377.81, the S&P 500 gained 13.15 points, or 0.30%, to 4,363.8 and the Nasdaq Composite added 105.71 points, or 0.73%, to 14,571.64.\nBlackRock Inc gained 3.8% after the world's largest money manager beat quarterly profit estimates as an improving economy helped boost its assets under management, driving up fee income.\nAlso in earnings, Delta Air Lines fell 5.8% after the company reported its first quarterly profit without federal aid since the coronavirus pandemic, but warned of a pre-tax loss for the fourth quarter due to a sharp rise in fuel prices.\nAnalysts expect corporate America to report strong profit growth in the third quarter but investor worries have been mounting over how supply chain problems, labour shortages and higher energy prices might affect businesses emerging from the pandemic.\nBank of America, Citigroup, Wells Fargo and Morgan Stanley will report results on Thursday, while Goldman Sachs is due to report on Friday.\nAmong other movers, Apple Inc dipped 0.4% after a report said the iPhone marker was planning to cut production of its iPhone 13.0 trading days.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.73-to-1 ratio; on Nasdaq, a 1.39-to-1 ratio favored advancers.\nThe S&P 500 posted 8 new 52-week highs and 9 new lows; the Nasdaq Composite recorded 47 new highs and 56 new lows.\nVolume on U.S. exchanges was 9.31 billion shares, compared with the 10.8 billion average for the full session over the last 20 trading days.","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"SH":0.9,"UPRO":0.9,"SSO":0.9,"IVV":0.9,"JPM":0.9,"SPXU":0.9,"SPY":0.9,".SPX":0.9,"NQmain":0.9,"SDS":0.9,"OEX":0.9,"OEF":0.9,"ESmain":0.9}},"isVote":1,"tweetType":1,"viewCount":2312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826589805,"gmtCreate":1634037626077,"gmtModify":1634037626505,"author":{"id":"3580470316513392","authorId":"3580470316513392","name":"Ahboy18","avatar":"https://static.tigerbbs.com/d675603e4c812ab6a525a4945244b613","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580470316513392","idStr":"3580470316513392"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/826589805","repostId":"1199301040","repostType":4,"repost":{"id":"1199301040","kind":"news","pubTimestamp":1634030030,"share":"https://www.laohu8.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>随着短缺加剧，以下14只芯片股至少有30%的上涨空间</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":"<p>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.</p><p><blockquote>今年让许多人头疼的全球半导体短缺将持续到2022年。俗话说：如果你不能打败他们，就加入他们。</blockquote></p><p> 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.</p><p><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。然而，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%，与标准普尔500指数的可比涨幅一致。</blockquote></p><p> 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.</p><p><blockquote>尽管ETF中最大的公司——英特尔(INTC)和博通(AVGO)——的股价表现不佳，但该行业仍保持增长。今年迄今为止，该货币对分别上涨了约9%和14%，落后于行业和大盘。</blockquote></p><p> 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.</p><p><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，预计生产和销售的约300万辆汽车将不会下线。</blockquote></p><p> 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.</p><p><blockquote>投资者可以通过关注华尔街最喜欢的芯片行业股票，让持续的短缺为他们的投资组合发挥作用。芯片行业有14只股票的买入评级高于平均水平，与分析师平均目标价相比，其交易价格至少有30%的上涨空间。</blockquote></p><p> 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).</p><p><blockquote>这14只股票按上涨幅度降序排列，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)、芯片设计公司Cirrus Logic(CRUS)、设备制造商MKS Instruments(MKSI)、发光二极管技术公司Universal Display(OLED)、半测试公司日月光科技(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></p><p> <b>Chips With Upside</b></p><p><blockquote><b>有上涨空间的筹码</b></blockquote></p><p> The majority of analysts have Buy ratings on these chip stocks---and think shares can climb at least 30%.</p><p><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></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f37660bdc7f3e8b0df4bc6878b0341b0\" tg-width=\"1137\" tg-height=\"645\" referrerpolicy=\"no-referrer\"><span>Source: Bloomberg</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：彭博社</span></p></blockquote></p><p> 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%.</p><p><blockquote>14只股票的平均买入评级比例约为75%。平均上涨空间近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国集团的平均上涨空间约为12%。</blockquote></p><p> 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.</p><p><blockquote>盈利加速增长是乐观的原因之一。对于该集团来说，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></p><p> 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.</p><p><blockquote>尽管供应链陷入困境，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></p><p></p>","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>随着短缺加剧，以下14只芯片股至少有30%的上涨空间</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>随着短缺加剧，以下14只芯片股至少有30%的上涨空间</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-10-12 17:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>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.</p><p><blockquote>今年让许多人头疼的全球半导体短缺将持续到2022年。俗话说：如果你不能打败他们，就加入他们。</blockquote></p><p> 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.</p><p><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。然而，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%，与标准普尔500指数的可比涨幅一致。</blockquote></p><p> 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.</p><p><blockquote>尽管ETF中最大的公司——英特尔(INTC)和博通(AVGO)——的股价表现不佳，但该行业仍保持增长。今年迄今为止，该货币对分别上涨了约9%和14%，落后于行业和大盘。</blockquote></p><p> 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.</p><p><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，预计生产和销售的约300万辆汽车将不会下线。</blockquote></p><p> 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.</p><p><blockquote>投资者可以通过关注华尔街最喜欢的芯片行业股票，让持续的短缺为他们的投资组合发挥作用。芯片行业有14只股票的买入评级高于平均水平，与分析师平均目标价相比，其交易价格至少有30%的上涨空间。</blockquote></p><p> 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).</p><p><blockquote>这14只股票按上涨幅度降序排列，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)、芯片设计公司Cirrus Logic(CRUS)、设备制造商MKS Instruments(MKSI)、发光二极管技术公司Universal Display(OLED)、半测试公司日月光科技(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></p><p> <b>Chips With Upside</b></p><p><blockquote><b>有上涨空间的筹码</b></blockquote></p><p> The majority of analysts have Buy ratings on these chip stocks---and think shares can climb at least 30%.</p><p><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></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f37660bdc7f3e8b0df4bc6878b0341b0\" tg-width=\"1137\" tg-height=\"645\" referrerpolicy=\"no-referrer\"><span>Source: Bloomberg</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：彭博社</span></p></blockquote></p><p> 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%.</p><p><blockquote>14只股票的平均买入评级比例约为75%。平均上涨空间近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国集团的平均上涨空间约为12%。</blockquote></p><p> 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.</p><p><blockquote>盈利加速增长是乐观的原因之一。对于该集团来说，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></p><p> 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.</p><p><blockquote>尽管供应链陷入困境，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></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/chip-shortage-stocks-with-upside-51633993513?mod=hp_LATEST\">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":{"LRCX":"拉姆研究","QCOM":"高通","QRVO":"Qorvo, Inc.","TER":"泰瑞达","ASX":"日月光半导体","OLED":"Universal Display Corporation","FORM":"FormFactor","AMD":"美国超微公司","TSM":"台积电","NVDA":"英伟达","CCMP":"卡伯特微电子","UCTT":"超科林半导体","SWKS":"思佳讯","MU":"美光科技","CRUS":"凌云半导体"},"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":{"LRCX":0.9,"ASX":0.9,"CRUS":0.9,"UCTT":0.9,"QCOM":0.9,"QRVO":0.9,"FORM":0.9,"AMD":0.9,"NVDA":0.9,"SWKS":0.9,"MLSIF":0.9,"CCMP":0.9,"TER":0.9,"OLED":0.9,"MU":0.9,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":2101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865605375,"gmtCreate":1632972174011,"gmtModify":1632972174494,"author":{"id":"3580470316513392","authorId":"3580470316513392","name":"Ahboy18","avatar":"https://static.tigerbbs.com/d675603e4c812ab6a525a4945244b613","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580470316513392","idStr":"3580470316513392"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/865605375","repostId":"1104172212","repostType":4,"isVote":1,"tweetType":1,"viewCount":1729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865929738,"gmtCreate":1632932200524,"gmtModify":1632932200995,"author":{"id":"3580470316513392","authorId":"3580470316513392","name":"Ahboy18","avatar":"https://static.tigerbbs.com/d675603e4c812ab6a525a4945244b613","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580470316513392","idStr":"3580470316513392"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/865929738","repostId":"2171981471","repostType":4,"isVote":1,"tweetType":1,"viewCount":2149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":825919964,"gmtCreate":1634188350007,"gmtModify":1634188350133,"author":{"id":"3580470316513392","authorId":"3580470316513392","name":"Ahboy18","avatar":"https://static.tigerbbs.com/d675603e4c812ab6a525a4945244b613","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580470316513392","idStr":"3580470316513392"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/825919964","repostId":"2175164396","repostType":4,"repost":{"id":"2175164396","kind":"news","pubTimestamp":1634166327,"share":"https://www.laohu8.com/m/news/2175164396?lang=zh_CN&edition=full","pubTime":"2021-10-14 07:05","market":"us","language":"en","title":"S&P 500, Nasdaq rise with growth stocks; JPMorgan a drag<blockquote>标普500、纳斯达克随成长股上涨；摩根大通拖累</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2175164396","media":"The Straits Times","summary":"NEW YORK (REUTERS) - The S&P 500 and Nasdaq ended higher on Wednesday (Oct 13), led by gains in shar","content":"<p><div> NEW YORK (REUTERS) - The S&P 500 and Nasdaq ended higher on Wednesday (Oct 13), led by gains in shares of big growth names like Amazon.com and Microsoft, but JPMorgan shares fell along with other bank...</p><p><blockquote><div>纽约（路透社）-标普500和纳斯达克周三（10月13日）收高，亚马逊和微软等大型成长型公司股价上涨，但摩根大通股价与其他银行一起下跌...</div></blockquote></p><p>  <a href=\"http://www.straitstimes.com/business/companies-markets/sp-500-nasdaq-rise-with-growth-stocks-jpmorgan-a-drag\">网页链接</a>  </div> </p><p><blockquote><a href=\"http://www.straitstimes.com/business/companies-markets/sp-500-nasdaq-rise-with-growth-stocks-jpmorgan-a-drag\">网页连接</a></blockquote></p><p></p>","source":"straits_highlight","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>S&P 500, Nasdaq rise with growth stocks; JPMorgan a drag<blockquote>标普500、纳斯达克随成长股上涨；摩根大通拖累</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; 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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\">\nS&P 500, Nasdaq rise with growth stocks; JPMorgan a drag<blockquote>标普500、纳斯达克随成长股上涨；摩根大通拖累</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Straits Times</strong><span class=\"h-time small\">2021-10-14 07:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> NEW YORK (REUTERS) - The S&P 500 and Nasdaq ended higher on Wednesday (Oct 13), led by gains in shares of big growth names like Amazon.com and Microsoft, but JPMorgan shares fell along with other bank...</p><p><blockquote><div>纽约（路透社）-标普500和纳斯达克周三（10月13日）收高，亚马逊和微软等大型成长型公司股价上涨，但摩根大通股价与其他银行一起下跌...</div></blockquote></p><p>  <a href=\"http://www.straitstimes.com/business/companies-markets/sp-500-nasdaq-rise-with-growth-stocks-jpmorgan-a-drag\">网页链接</a>  </div> </p><p><blockquote><a href=\"http://www.straitstimes.com/business/companies-markets/sp-500-nasdaq-rise-with-growth-stocks-jpmorgan-a-drag\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"http://www.straitstimes.com/business/companies-markets/sp-500-nasdaq-rise-with-growth-stocks-jpmorgan-a-drag\">The Straits Times</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":{"161125":"标普500","513500":"标普500ETF","IVV":"标普500ETF-iShares","SDS":"两倍做空标普500 ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","OEF":"标普100指数ETF-iShares","SH":"做空标普500-Proshares","SPY":"标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","SSO":"2倍做多标普500ETF-ProShares","JPM":"摩根大通"},"source_url":"http://www.straitstimes.com/business/companies-markets/sp-500-nasdaq-rise-with-growth-stocks-jpmorgan-a-drag","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2175164396","content_text":"NEW YORK (REUTERS) - The S&P 500 and Nasdaq ended higher on Wednesday (Oct 13), led by gains in shares of big growth names like Amazon.com and Microsoft, but JPMorgan shares fell along with other bank shares and weighed on the market.\nThe S&P 500 briefly added to gains following the release of minutes from the September Federal Reserve policy meeting.\nUS central bankers signalled they could start reducing crisis-era support for the economy in mid-November, though they remained divided over how much of a threat high inflation poses and how soon they may need to raise interest rates, the minutes showed.\nEarlier, a Labour Department report showed consumer prices increased solidly in September, further strengthening the case for a Fed interest-rate hike.\nShares of JPMorgan Chase & Co fell 2.6% even though JPMorgan's third-quarter earnings beat expectations, helped by global dealmaking boom and release of more loan loss reserves.\nThe stock declined along with the other bank shares and was among the biggest drags on the S&P 500 and Dow, which ended flat.\nThe S&P 500 bank index was down 1.3%, with longer-dated Treasury yields down on the day. The day's corporate results kicked off third-quarter earnings for S&P 500 companies.\n\"My hope is that as we work our way through earnings season, that the forward-looking guidance will be good enough that we'll close the year higher. But right now the market is in a show-me phase,\" said Jim Awad, senior managing director at Clearstead Advisors LLC in New York.\nMega-caps growth names including Amazon.com Inc, Google-parent Alphabet and Microsoft Corp all rose.\nThe Dow Jones Industrial Average fell 0.53 points to 34,377.81, the S&P 500 gained 13.15 points, or 0.30%, to 4,363.8 and the Nasdaq Composite added 105.71 points, or 0.73%, to 14,571.64.\nBlackRock Inc gained 3.8% after the world's largest money manager beat quarterly profit estimates as an improving economy helped boost its assets under management, driving up fee income.\nAlso in earnings, Delta Air Lines fell 5.8% after the company reported its first quarterly profit without federal aid since the coronavirus pandemic, but warned of a pre-tax loss for the fourth quarter due to a sharp rise in fuel prices.\nAnalysts expect corporate America to report strong profit growth in the third quarter but investor worries have been mounting over how supply chain problems, labour shortages and higher energy prices might affect businesses emerging from the pandemic.\nBank of America, Citigroup, Wells Fargo and Morgan Stanley will report results on Thursday, while Goldman Sachs is due to report on Friday.\nAmong other movers, Apple Inc dipped 0.4% after a report said the iPhone marker was planning to cut production of its iPhone 13.0 trading days.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.73-to-1 ratio; on Nasdaq, a 1.39-to-1 ratio favored advancers.\nThe S&P 500 posted 8 new 52-week highs and 9 new lows; the Nasdaq Composite recorded 47 new highs and 56 new lows.\nVolume on U.S. exchanges was 9.31 billion shares, compared with the 10.8 billion average for the full session over the last 20 trading days.","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"SH":0.9,"UPRO":0.9,"SSO":0.9,"IVV":0.9,"JPM":0.9,"SPXU":0.9,"SPY":0.9,".SPX":0.9,"NQmain":0.9,"SDS":0.9,"OEX":0.9,"OEF":0.9,"ESmain":0.9}},"isVote":1,"tweetType":1,"viewCount":2312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865929738,"gmtCreate":1632932200524,"gmtModify":1632932200995,"author":{"id":"3580470316513392","authorId":"3580470316513392","name":"Ahboy18","avatar":"https://static.tigerbbs.com/d675603e4c812ab6a525a4945244b613","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580470316513392","idStr":"3580470316513392"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/865929738","repostId":"2171981471","repostType":4,"isVote":1,"tweetType":1,"viewCount":2149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865605375,"gmtCreate":1632972174011,"gmtModify":1632972174494,"author":{"id":"3580470316513392","authorId":"3580470316513392","name":"Ahboy18","avatar":"https://static.tigerbbs.com/d675603e4c812ab6a525a4945244b613","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580470316513392","idStr":"3580470316513392"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/865605375","repostId":"1104172212","repostType":4,"isVote":1,"tweetType":1,"viewCount":1729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826589805,"gmtCreate":1634037626077,"gmtModify":1634037626505,"author":{"id":"3580470316513392","authorId":"3580470316513392","name":"Ahboy18","avatar":"https://static.tigerbbs.com/d675603e4c812ab6a525a4945244b613","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580470316513392","idStr":"3580470316513392"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/826589805","repostId":"1199301040","repostType":4,"repost":{"id":"1199301040","kind":"news","pubTimestamp":1634030030,"share":"https://www.laohu8.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>随着短缺加剧，以下14只芯片股至少有30%的上涨空间</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":"<p>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.</p><p><blockquote>今年让许多人头疼的全球半导体短缺将持续到2022年。俗话说：如果你不能打败他们，就加入他们。</blockquote></p><p> 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.</p><p><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。然而，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%，与标准普尔500指数的可比涨幅一致。</blockquote></p><p> 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.</p><p><blockquote>尽管ETF中最大的公司——英特尔(INTC)和博通(AVGO)——的股价表现不佳，但该行业仍保持增长。今年迄今为止，该货币对分别上涨了约9%和14%，落后于行业和大盘。</blockquote></p><p> 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.</p><p><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，预计生产和销售的约300万辆汽车将不会下线。</blockquote></p><p> 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.</p><p><blockquote>投资者可以通过关注华尔街最喜欢的芯片行业股票，让持续的短缺为他们的投资组合发挥作用。芯片行业有14只股票的买入评级高于平均水平，与分析师平均目标价相比，其交易价格至少有30%的上涨空间。</blockquote></p><p> 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).</p><p><blockquote>这14只股票按上涨幅度降序排列，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)、芯片设计公司Cirrus Logic(CRUS)、设备制造商MKS Instruments(MKSI)、发光二极管技术公司Universal Display(OLED)、半测试公司日月光科技(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></p><p> <b>Chips With Upside</b></p><p><blockquote><b>有上涨空间的筹码</b></blockquote></p><p> The majority of analysts have Buy ratings on these chip stocks---and think shares can climb at least 30%.</p><p><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></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f37660bdc7f3e8b0df4bc6878b0341b0\" tg-width=\"1137\" tg-height=\"645\" referrerpolicy=\"no-referrer\"><span>Source: Bloomberg</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：彭博社</span></p></blockquote></p><p> 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%.</p><p><blockquote>14只股票的平均买入评级比例约为75%。平均上涨空间近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国集团的平均上涨空间约为12%。</blockquote></p><p> 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.</p><p><blockquote>盈利加速增长是乐观的原因之一。对于该集团来说，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></p><p> 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.</p><p><blockquote>尽管供应链陷入困境，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></p><p></p>","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>随着短缺加剧，以下14只芯片股至少有30%的上涨空间</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>随着短缺加剧，以下14只芯片股至少有30%的上涨空间</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-10-12 17:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>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.</p><p><blockquote>今年让许多人头疼的全球半导体短缺将持续到2022年。俗话说：如果你不能打败他们，就加入他们。</blockquote></p><p> 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.</p><p><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。然而，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%，与标准普尔500指数的可比涨幅一致。</blockquote></p><p> 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.</p><p><blockquote>尽管ETF中最大的公司——英特尔(INTC)和博通(AVGO)——的股价表现不佳，但该行业仍保持增长。今年迄今为止，该货币对分别上涨了约9%和14%，落后于行业和大盘。</blockquote></p><p> 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.</p><p><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，预计生产和销售的约300万辆汽车将不会下线。</blockquote></p><p> 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.</p><p><blockquote>投资者可以通过关注华尔街最喜欢的芯片行业股票，让持续的短缺为他们的投资组合发挥作用。芯片行业有14只股票的买入评级高于平均水平，与分析师平均目标价相比，其交易价格至少有30%的上涨空间。</blockquote></p><p> 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).</p><p><blockquote>这14只股票按上涨幅度降序排列，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)、芯片设计公司Cirrus Logic(CRUS)、设备制造商MKS Instruments(MKSI)、发光二极管技术公司Universal Display(OLED)、半测试公司日月光科技(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></p><p> <b>Chips With Upside</b></p><p><blockquote><b>有上涨空间的筹码</b></blockquote></p><p> The majority of analysts have Buy ratings on these chip stocks---and think shares can climb at least 30%.</p><p><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></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f37660bdc7f3e8b0df4bc6878b0341b0\" tg-width=\"1137\" tg-height=\"645\" referrerpolicy=\"no-referrer\"><span>Source: Bloomberg</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：彭博社</span></p></blockquote></p><p> 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%.</p><p><blockquote>14只股票的平均买入评级比例约为75%。平均上涨空间近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国集团的平均上涨空间约为12%。</blockquote></p><p> 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.</p><p><blockquote>盈利加速增长是乐观的原因之一。对于该集团来说，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></p><p> 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.</p><p><blockquote>尽管供应链陷入困境，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></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/chip-shortage-stocks-with-upside-51633993513?mod=hp_LATEST\">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":{"LRCX":"拉姆研究","QCOM":"高通","QRVO":"Qorvo, Inc.","TER":"泰瑞达","ASX":"日月光半导体","OLED":"Universal Display Corporation","FORM":"FormFactor","AMD":"美国超微公司","TSM":"台积电","NVDA":"英伟达","CCMP":"卡伯特微电子","UCTT":"超科林半导体","SWKS":"思佳讯","MU":"美光科技","CRUS":"凌云半导体"},"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":{"LRCX":0.9,"ASX":0.9,"CRUS":0.9,"UCTT":0.9,"QCOM":0.9,"QRVO":0.9,"FORM":0.9,"AMD":0.9,"NVDA":0.9,"SWKS":0.9,"MLSIF":0.9,"CCMP":0.9,"TER":0.9,"OLED":0.9,"MU":0.9,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":2101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827685581,"gmtCreate":1634461182175,"gmtModify":1634461182683,"author":{"id":"3580470316513392","authorId":"3580470316513392","name":"Ahboy18","avatar":"https://static.tigerbbs.com/d675603e4c812ab6a525a4945244b613","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580470316513392","idStr":"3580470316513392"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/827685581","repostId":"2175146556","repostType":4,"isVote":1,"tweetType":1,"viewCount":2795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}