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2021-06-30

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Ahead of the Apple iPhone 13 Launch, These Chip Makers Look Like Buys<blockquote>在苹果iPhone 13发布之前，这些芯片制造商看起来值得购买</blockquote>

It’s not even July, and already there is the whiff of a fall Apple product launch in the air. The ne

Ahead of the Apple iPhone 13 Launch, These Chip Makers Look Like Buys<blockquote>在苹果iPhone 13发布之前，这些芯片制造商看起来值得购买</blockquote>

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The ne","content":"It’s not even July, and already there is the whiff of a fall Apple product launch in the air. The next round of iPhones is due to arrive in September, and the Street sees opportunity—and not just for Apple stock.<blockquote>现在还不到七月，空气中已经弥漫着苹果秋季产品发布的气息。下一轮iPhone将于9月份上市，华尔街看到了机会——而且不仅仅是苹果股票。</blockquote> Barclays chip analyst Blayne Curtis on Tuesday made the case to buy mobile phone-related chip stocks heading into the coming Apple (ticker: AAPL) iPhone 13 launch. “For Apple, this is the time the supply-chain chatter picks up, and we expect builds to be up year-over-year as Apple positions around the continued supply&nbsp;tightness,” Curtis writes in a research note.<blockquote>Barclays芯片分析师Blayne Curtis周二提出了在苹果（股票代码：AAPL）iPhone 13发布之前买入手机相关芯片股票的理由。Curtis在一份研究报告中写道：“对于苹果来说，现在是供应链讨论加剧的时候，我们预计随着苹果对持续供应紧张的立场，产量将同比增加。”</blockquote> For the long run, his favorite name in the group is mobile-phone radio-chip company&nbsp;Qorvo(QRVO). He has an Overweight rating on the stock, and lifts his price target to $220 from $210. He says estimates can move higher over time, but adds that companies with more exposure to Apple are likely to outperform, and notes that Qorvo is less so positioned than some other plays. Curtis likes that Qorvo’s business is more balanced than those of peers.<blockquote>从长远来看，他在集团中最喜欢的名字是手机无线电芯片公司Qorvo(QRVO)。他对该股给予跑赢大盘评级，并将目标价从210美元上调至220美元。他表示，随着时间的推移，预期可能会上升，但他补充说，对苹果敞口较大的公司可能会跑赢大盘，并指出Qorvo的定位不如其他一些公司。柯蒂斯喜欢Qorvo的业务比同行更加平衡。</blockquote> He writes that “Apple-levered”&nbsp;Cirrus Logic(CRUS) and&nbsp;Skyworks Solutions(SWKS), both of which rely on Apple for a majority of their revenue, “are positioned for beat/raises into earnings” and likely to outperform into the fall. He has Equal Weight ratings on both Cirrus and Skyworks, but raises his target to $90 from $85 on Cirrus, and for Skyworks, to $200 from $185.<blockquote>他写道，“苹果杠杆”的Cirrus Logic(CRUS)和Skyworks Solutions(SWKS)的大部分收入都依赖苹果，“盈利有望超过/提高”，并且可能会跑赢大盘。秋天。他对Cirrus和Skyworks的权重评级相同，但将Cirrus的目标从85美元上调至90美元，将Skyworks的目标从185美元上调至200美元。</blockquote> Curtis also sees&nbsp;Broadcom(AVGO) gaining slots in the next iPhone, while keeping his Overweight rating and $525 target price.<blockquote>Curtis还认为博通(AVGO)将在下一代iPhone中占据一席之地，同时维持跑赢大盘评级和525美元的目标价。</blockquote> In their latest fiscal years, Apple accounted for 83% of revenue at Cirrus, 56% at Skyworks, 30% at Qorvo, and 15% at Broadcom, according to the latest 10-K regulatory filings of each company.<blockquote>根据每家公司最新的10-K监管文件，在最近的财年中，苹果占Cirrus收入的83%，Skyworks收入的56%，Qorvo收入的30%，Broadcom收入的15%。</blockquote> On Tuesday, Cirrus stock is up 4.5%, while Skyworks and Qorvo shares have gained more than 4%, and Broadcom stock is up 0.9%.<blockquote>周二，Cirrus股价上涨4.5%，Skyworks和Qorvo股价上涨超过4%，Broadcom股价上涨0.9%。</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>Ahead of the Apple iPhone 13 Launch, These Chip Makers Look Like Buys<blockquote>在苹果iPhone 13发布之前，这些芯片制造商看起来值得购买</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\">\nAhead of the Apple iPhone 13 Launch, These Chip Makers Look Like Buys<blockquote>在苹果iPhone 13发布之前，这些芯片制造商看起来值得购买</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-06-30 15:11\n\n</h4>\n</header>\n<article>\nIt’s not even July, and already there is the whiff of a fall Apple product launch in the air. The next round of iPhones is due to arrive in September, and the Street sees opportunity—and not just for Apple stock.<blockquote>现在还不到七月，空气中已经弥漫着苹果秋季产品发布的气息。下一轮iPhone将于9月份上市，华尔街看到了机会——而且不仅仅是苹果股票。</blockquote> Barclays chip analyst Blayne Curtis on Tuesday made the case to buy mobile phone-related chip stocks heading into the coming Apple (ticker: AAPL) iPhone 13 launch. “For Apple, this is the time the supply-chain chatter picks up, and we expect builds to be up year-over-year as Apple positions around the continued supply&nbsp;tightness,” Curtis writes in a research note.<blockquote>Barclays芯片分析师Blayne Curtis周二提出了在苹果（股票代码：AAPL）iPhone 13发布之前买入手机相关芯片股票的理由。Curtis在一份研究报告中写道：“对于苹果来说，现在是供应链讨论加剧的时候，我们预计随着苹果对持续供应紧张的立场，产量将同比增加。”</blockquote> For the long run, his favorite name in the group is mobile-phone radio-chip company&nbsp;Qorvo(QRVO). He has an Overweight rating on the stock, and lifts his price target to $220 from $210. He says estimates can move higher over time, but adds that companies with more exposure to Apple are likely to outperform, and notes that Qorvo is less so positioned than some other plays. Curtis likes that Qorvo’s business is more balanced than those of peers.<blockquote>从长远来看，他在集团中最喜欢的名字是手机无线电芯片公司Qorvo(QRVO)。他对该股给予跑赢大盘评级，并将目标价从210美元上调至220美元。他表示，随着时间的推移，预期可能会上升，但他补充说，对苹果敞口较大的公司可能会跑赢大盘，并指出Qorvo的定位不如其他一些公司。柯蒂斯喜欢Qorvo的业务比同行更加平衡。</blockquote> He writes that “Apple-levered”&nbsp;Cirrus Logic(CRUS) and&nbsp;Skyworks Solutions(SWKS), both of which rely on Apple for a majority of their revenue, “are positioned for beat/raises into earnings” and likely to outperform into the fall. He has Equal Weight ratings on both Cirrus and Skyworks, but raises his target to $90 from $85 on Cirrus, and for Skyworks, to $200 from $185.<blockquote>他写道，“苹果杠杆”的Cirrus Logic(CRUS)和Skyworks Solutions(SWKS)的大部分收入都依赖苹果，“盈利有望超过/提高”，并且可能会跑赢大盘。秋天。他对Cirrus和Skyworks的权重评级相同，但将Cirrus的目标从85美元上调至90美元，将Skyworks的目标从185美元上调至200美元。</blockquote> Curtis also sees&nbsp;Broadcom(AVGO) gaining slots in the next iPhone, while keeping his Overweight rating and $525 target price.<blockquote>Curtis还认为博通(AVGO)将在下一代iPhone中占据一席之地，同时维持跑赢大盘评级和525美元的目标价。</blockquote> In their latest fiscal years, Apple accounted for 83% of revenue at Cirrus, 56% at Skyworks, 30% at Qorvo, and 15% at Broadcom, according to the latest 10-K regulatory filings of each company.<blockquote>根据每家公司最新的10-K监管文件，在最近的财年中，苹果占Cirrus收入的83%，Skyworks收入的56%，Qorvo收入的30%，Broadcom收入的15%。</blockquote> On Tuesday, Cirrus stock is up 4.5%, while Skyworks and Qorvo shares have gained more than 4%, and Broadcom stock is up 0.9%.<blockquote>周二，Cirrus股价上涨4.5%，Skyworks和Qorvo股价上涨超过4%，Broadcom股价上涨0.9%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/apple-iphone-13-chip-stock-buys-51624980814?mod=hp_LEADSUPP_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":{"CRUS":"凌云半导体","AVGO":"博通","AAPL":"苹果","QRVO":"Qorvo, Inc.","SWKS":"思佳讯"},"source_url":"https://www.barrons.com/articles/apple-iphone-13-chip-stock-buys-51624980814?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140723698","content_text":"It’s not even July, and already there is the whiff of a fall Apple product launch in the air. The next round of iPhones is due to arrive in September, and the Street sees opportunity—and not just for Apple stock.\nBarclays chip analyst Blayne Curtis on Tuesday made the case to buy mobile phone-related chip stocks heading into the coming Apple (ticker: AAPL) iPhone 13 launch. “For Apple, this is the time the supply-chain chatter picks up, and we expect builds to be up year-over-year as Apple positions around the continued supply tightness,” Curtis writes in a research note.\nFor the long run, his favorite name in the group is mobile-phone radio-chip company Qorvo(QRVO). He has an Overweight rating on the stock, and lifts his price target to $220 from $210. He says estimates can move higher over time, but adds that companies with more exposure to Apple are likely to outperform, and notes that Qorvo is less so positioned than some other plays. Curtis likes that Qorvo’s business is more balanced than those of peers.\nHe writes that “Apple-levered” Cirrus Logic(CRUS) and Skyworks Solutions(SWKS), both of which rely on Apple for a majority of their revenue, “are positioned for beat/raises into earnings” and likely to outperform into the fall. He has Equal Weight ratings on both Cirrus and Skyworks, but raises his target to $90 from $85 on Cirrus, and for Skyworks, to $200 from $185.\nCurtis also sees Broadcom(AVGO) gaining slots in the next iPhone, while keeping his Overweight rating and $525 target price.\nIn their latest fiscal years, Apple accounted for 83% of revenue at Cirrus, 56% at Skyworks, 30% at Qorvo, and 15% at Broadcom, according to the latest 10-K regulatory filings of each company.\nOn Tuesday, Cirrus stock is up 4.5%, while Skyworks and Qorvo shares have gained more than 4%, and Broadcom stock is up 0.9%.","news_type":1,"symbols_score_info":{"CRUS":0.9,"SWKS":0.9,"AVGO":0.9,"AAPL":0.9,"QRVO":0.9}},"isVote":1,"tweetType":1,"viewCount":1403,"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":3,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}