After COVID, when demand is no_老虎社区_美港股上老虎

236031fc
2021-05-05

After COVID, when demand is not that high.. maybe a correction will come in

Semiconductor stocks fell in morning trading Tuesday<blockquote>半导体股周二早盘下跌</blockquote>

(May 4) Semiconductor stocks fell in morning trading Tuesday, however, Citi says, Semiconductor stoc

Semiconductor stocks fell in morning trading Tuesday<blockquote>半导体股周二早盘下跌</blockquote>

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":106783576,"tweetId":"106783576","gmtCreate":1620145889495,"gmtModify":1634207449839,"author":{"id":3581817088105457,"idStr":"3581817088105457","authorId":3581817088105457,"authorIdStr":"3581817088105457","name":"236031fc","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>After COVID, when demand is not that high.. maybe a correction will come in</p></body></html>","htmlText":"<html><head></head><body><p>After COVID, when demand is not that high.. maybe a correction will come in</p></body></html>","text":"After COVID, when demand is not that high.. maybe a correction will come in","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/106783576","repostId":1168397171,"repostType":4,"repost":{"id":"1168397171","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1620136572,"share":"https://www.laohu8.com/m/news/1168397171?lang=zh_CN&edition=full","pubTime":"2021-05-04 21:56","market":"us","language":"en","title":"Semiconductor stocks fell in morning trading Tuesday<blockquote>半导体股周二早盘下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1168397171","media":"Tiger Newspress","summary":"(May 4) Semiconductor stocks fell in morning trading Tuesday, however, Citi says, Semiconductor stoc","content":"<p>(May 4)&nbsp;Semiconductor stocks fell in morning trading Tuesday,&nbsp;however,&nbsp;Citi&nbsp;says,&nbsp;Semiconductor stocks still have 'more upside before the crash'.</p><p><blockquote>（5月4日）半导体股周二早盘下跌，然而，花旗表示，半导体股在崩盘前仍有更多上涨空间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f0458c634af65b065bfe2f69bfdcdc39\" tg-width=\"267\" tg-height=\"326\"></p><p><blockquote></blockquote></p><p> Three semiconductors have now warned that a correction is coming, but Citi thinks \"it's too early\"&nbsp;and expects \"more upside beforethe crash.\"</p><p><blockquote>三家半导体公司现已警告称调整即将到来，但花旗认为“现在还为时过早”，并预计“在崩盘之前还有更多上涨空间”。</blockquote></p><p> Analyst Christopher Danely notes that Texas Instruments(TXN-0.6%), ON Semiconductor(ON-0.6%), and Power Integrations(POWI-0.8%)&nbsp;provided guidance for a \"below-seasonal quarter due to double ordering.\"</p><p><blockquote>分析师Christopher Danely指出，德州仪器(TXN-0.6%)、安森美半导体(ON-0.6%)和Power Integrations(POWI-0.8%)为“由于双重订单而低于季节性的季度”提供了指引。”</blockquote></p><p> Danely: \"We believe it’s too early to downgrade as all three companies are not experiencing a decline in bookings or lead times, they are just concerned that business is 'too strong'.\"</p><p><blockquote>Danely：“我们认为现在下调评级还为时过早，因为这三家公司的预订量或交货时间都没有下降，他们只是担心业务‘太强劲’。”</blockquote></p><p> Citi thinks the correction will happen at \"some point\" but only after the shortages are fixed and lead times narrow, which could happen in Q4 or the first half of next year. The firm expects upside to Q2 and Q3 as lead times remain extended.</p><p><blockquote>花旗认为，调整将在“某个时候”发生，但只有在短缺问题得到解决且交货时间缩短之后，这可能发生在第四季度或明年上半年。由于交货时间仍然延长，该公司预计第二季度和第三季度将出现上涨。</blockquote></p><p> Citi maintains Buy ratings on Texas instruments and ON Semi and doesn't have a rating on POWI.</p><p><blockquote>花旗维持德州仪器和Semi的买入评级，对POWI没有评级。</blockquote></p><p> The Philadelphia Semiconductor Index is currently down1.6%, slightly ahead of the1.3%decline from the broader tech sector(NYSEARCA:XLK).</p><p><blockquote>费城半导体指数目前下跌1.6%，略高于更广泛的科技板块(NYSEARCA：XLK)1.3%的跌幅。</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>Semiconductor stocks fell in morning trading Tuesday<blockquote>半导体股周二早盘下跌</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\">\nSemiconductor stocks fell in morning trading Tuesday<blockquote>半导体股周二早盘下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-05-04 21:56</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(May 4)&nbsp;Semiconductor stocks fell in morning trading Tuesday,&nbsp;however,&nbsp;Citi&nbsp;says,&nbsp;Semiconductor stocks still have 'more upside before the crash'.</p><p><blockquote>（5月4日）半导体股周二早盘下跌，然而，花旗表示，半导体股在崩盘前仍有更多上涨空间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f0458c634af65b065bfe2f69bfdcdc39\" tg-width=\"267\" tg-height=\"326\"></p><p><blockquote></blockquote></p><p> Three semiconductors have now warned that a correction is coming, but Citi thinks \"it's too early\"&nbsp;and expects \"more upside beforethe crash.\"</p><p><blockquote>三家半导体公司现已警告称调整即将到来，但花旗认为“现在还为时过早”，并预计“在崩盘之前还有更多上涨空间”。</blockquote></p><p> Analyst Christopher Danely notes that Texas Instruments(TXN-0.6%), ON Semiconductor(ON-0.6%), and Power Integrations(POWI-0.8%)&nbsp;provided guidance for a \"below-seasonal quarter due to double ordering.\"</p><p><blockquote>分析师Christopher Danely指出，德州仪器(TXN-0.6%)、安森美半导体(ON-0.6%)和Power Integrations(POWI-0.8%)为“由于双重订单而低于季节性的季度”提供了指引。”</blockquote></p><p> Danely: \"We believe it’s too early to downgrade as all three companies are not experiencing a decline in bookings or lead times, they are just concerned that business is 'too strong'.\"</p><p><blockquote>Danely：“我们认为现在下调评级还为时过早，因为这三家公司的预订量或交货时间都没有下降，他们只是担心业务‘太强劲’。”</blockquote></p><p> Citi thinks the correction will happen at \"some point\" but only after the shortages are fixed and lead times narrow, which could happen in Q4 or the first half of next year. The firm expects upside to Q2 and Q3 as lead times remain extended.</p><p><blockquote>花旗认为，调整将在“某个时候”发生，但只有在短缺问题得到解决且交货时间缩短之后，这可能发生在第四季度或明年上半年。由于交货时间仍然延长，该公司预计第二季度和第三季度将出现上涨。</blockquote></p><p> Citi maintains Buy ratings on Texas instruments and ON Semi and doesn't have a rating on POWI.</p><p><blockquote>花旗维持德州仪器和Semi的买入评级，对POWI没有评级。</blockquote></p><p> The Philadelphia Semiconductor Index is currently down1.6%, slightly ahead of the1.3%decline from the broader tech sector(NYSEARCA:XLK).</p><p><blockquote>费城半导体指数目前下跌1.6%，略高于更广泛的科技板块(NYSEARCA：XLK)1.3%的跌幅。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168397171","content_text":"(May 4) Semiconductor stocks fell in morning trading Tuesday, however, Citi says, Semiconductor stocks still have 'more upside before the crash'.\n\nThree semiconductors have now warned that a correction is coming, but Citi thinks \"it's too early\" and expects \"more upside beforethe crash.\"\nAnalyst Christopher Danely notes that Texas Instruments(TXN-0.6%), ON Semiconductor(ON-0.6%), and Power Integrations(POWI-0.8%) provided guidance for a \"below-seasonal quarter due to double ordering.\"\nDanely: \"We believe it’s too early to downgrade as all three companies are not experiencing a decline in bookings or lead times, they are just concerned that business is 'too strong'.\"\nCiti thinks the correction will happen at \"some point\" but only after the shortages are fixed and lead times narrow, which could happen in Q4 or the first half of next year. The firm expects upside to Q2 and Q3 as lead times remain extended.\nCiti maintains Buy ratings on Texas instruments and ON Semi and doesn't have a rating on POWI.\nThe Philadelphia Semiconductor Index is currently down1.6%, slightly ahead of the1.3%decline from the broader tech sector(NYSEARCA:XLK).","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1163,"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":62,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}