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2021-06-03
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These 5G Stocks Have Doubled and They Look Like Buys<blockquote>这些5G股票已经翻了一番，看起来值得买入</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":111488542,"tweetId":"111488542","gmtCreate":1622692451086,"gmtModify":1631892465616,"author":{"id":3576586632242602,"idStr":"3576586632242602","authorId":3576586632242602,"authorIdStr":"3576586632242602","name":"Ahhuat84","avatar":"https://static.tigerbbs.com/886f46a8e1c92e663f9350e82f0c1d8f","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":8,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Like </p></body></html>","htmlText":"<html><head></head><body><p>Like </p></body></html>","text":"Like","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/111488542","repostId":1145575673,"repostType":4,"repost":{"id":"1145575673","kind":"news","pubTimestamp":1622688292,"share":"https://www.laohu8.com/m/news/1145575673?lang=zh_CN&edition=full","pubTime":"2021-06-03 10:44","market":"hk","language":"en","title":"These 5G Stocks Have Doubled and They Look Like Buys<blockquote>这些5G股票已经翻了一番，看起来值得买入</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1145575673","media":"Nasdaq","summary":"The deployment of 5G wireless networks and the rollout of 5G-enabled devices across the globe has pr","content":"<p>The deployment of 5G wireless networks and the rollout of 5G-enabled devices across the globe has provided a solid tailwind for many companies.<b>Keysight Technologies</b>(NYSE: KEYS)and<b>Qorvo</b>(NASDAQ: QRVO)are two that have won big from this market. Their share prices have doubled in the past three years, handily outpacing the broader stock market's gains.</p><p><blockquote>5G无线网络的部署和支持5G的设备在全球范围内的推出为许多公司提供了坚实的推动力。<b>是德科技</b>（纽约证券交易所代码：KEYS）和<b>科尔沃</b>（纳斯达克：QRVO）是从这个市场中赢得巨大胜利的两家公司。他们的股价在过去三年里翻了一番，轻松超过了整体股市的涨幅。</blockquote></p><p>The good news is that there's still a lot more growth to come in the5G market, so it won't be surprising to see these two stocks put up similarly impressive performances in the future.<img src=\"https://static.tigerbbs.com/cebfe0fefc0766873c407cab86e70f6c\" tg-width=\"700\" tg-height=\"439\" referrerpolicy=\"no-referrer\">KEYSdata byYCharts</p><p><blockquote>好消息是，5G市场仍有更多增长空间，因此看到这两只股票未来表现出同样令人印象深刻的表现也就不足为奇了。KEYSdata byYCharts</blockquote></p><p><b>1. Keysight Technologies</b></p><p><blockquote><b>1.是德科技</b></blockquote></p><p>Keysight Technologies is a manufacturer that provides network testing equipment to telecom companies. It has seen a steady increase in revenue and earnings over the years.<img src=\"https://static.tigerbbs.com/155b306ddabb9ecc8316dd7fdde310bf\" tg-width=\"700\" tg-height=\"436\" referrerpolicy=\"no-referrer\">Even better, it's stepping on the gas, as evidenced by its recently released quarterly report. For the period ended April 30, Keysight's revenue shot up by 36% year over year to an all-time quarterly high of $1.22 billion, while adjusted net income jumped to $1.44 per share from $0.78 per share in the prior-year period.</p><p><blockquote>是德科技是一家为电信公司提供网络测试设备的制造商。多年来，它的收入和收益稳步增长。更好的是，正如其最近发布的季度报告所证明的那样，它正在加大油门。截至4月30日的期间，是德科技的收入同比增长36%，达到12.2亿美元的历史季度高点，而调整后净利润从去年同期的每股0.78美元跃升至每股1.44美元。</blockquote></p><p>Keysight's robust growth was driven by improved business activity after last year's pandemic-related disruptions. Order activity increased by 22% to $1.33 billion.</p><p><blockquote>是德科技的强劲增长是由去年大流行相关中断后业务活动的改善推动的。订单活动增长22%至13.3亿美元。</blockquote></p><p>The company's communications solutions group, which accounts for 72% of total revenue, registered 34% year-over-year growth thanks to an increase in demand for hardware for 5G deployments. CEO Ron Nersesian highlighted this on the latestearnings conference call:</p><p><blockquote>由于5G部署硬件需求的增加，该公司的通信解决方案集团占总收入的72%，同比增长34%。首席执行官Ron Nersesian在电话会议最新财报中强调了这一点：</blockquote></p><p>We ... have secured multiple 5G solutions wins in the aerospace, defense, and government markets. Commercial communications orders and revenue both grew double digits, driven by the ongoing investments in 5G and 400 gig, 800 gig Ethernet solutions for data centers.Nersesian added that Keysight has broadened its 5G customer footprint by adding new accounts, including major players such as Fujitsu, NEC, and MediaTek. More importantly, the company is going afteremerging opportunitiessuch as open radio access networks (O-RAN) in the 5G market. Keysight believes that its broad range of offerings covering network protocol testing, security, and visibility could help it tap into this fast-growing market that's expected to play a critical role in the deployment of 5G.</p><p><blockquote>我们...在航空航天、国防和政府市场赢得了多个5G解决方案。在对数据中心5G和400 gig、800 gig以太网解决方案的持续投资的推动下，商业通信订单和收入均实现了两位数增长。Nersesian补充说，是德科技通过增加新客户扩大了其5G客户足迹，其中包括富士通等主要参与者、NEC和联发科。更重要的是，该公司正在寻求5G市场中的开放无线接入网络(O-RAN)等新兴机遇。是德科技认为，其涵盖网络协议测试、安全性和可见性的广泛产品可以帮助其进入这个快速增长的市场，预计该市场将在5G的部署中发挥关键作用。</blockquote></p><p>According to a third-party estimate, the global 5G test equipment market is expected to grow at a high-single-digit percentage rate annually over the long run. Meanwhile, the O-RAN market could witness $10 billion worth of investments by 2025, according to the Dell'Oro Group.</p><p><blockquote>根据第三方估计，从长远来看，全球5G测试设备市场预计将以每年高个位数的百分比增长。与此同时，据Dell’Oro Group称，到2025年，O-RAN市场的投资可能会达到100亿美元。</blockquote></p><p>Keysight's guidance for the current quarter indicates that its impressive momentum isn't dissipating. Management anticipates 20% year-over-year revenue growth to $1.21 billion, along withnon-GAAPearnings of $1.42 per share as compared to the year-ago period's $1.19, a 19% increase.</p><p><blockquote>是德科技对本季度的指引表明，其令人印象深刻的势头并未消失。管理层预计收入同比增长20%，达到12.1亿美元，非GAAP每股收益为1.42美元，较去年同期的1.19美元增长19%。</blockquote></p><p>The stock trades today at 35 times earnings, a discount compared to its five-year average P/E of nearly 47. Its forward earnings multiple of 21 anticipates solid earnings growth and analysts expect Keysight to deliver robust double-digit percentage earnings growth annually over the long run. All of this makes Keysight a top 5G stock to buy right now.</p><p><blockquote>该股目前的市盈率为35倍，较近47倍的五年平均市盈率有所折扣。其预期市盈率为21倍，预计盈利将实现稳健增长，分析师预计从长远来看，是德科技每年将实现强劲的两位数百分比盈利增长。所有这些都使是德科技成为目前最值得买入的5G股票。</blockquote></p><p><b>2. Qorvo</b></p><p><blockquote><b>2.Qorvo</b></blockquote></p><p>Qorvo looks like one of the best bets on the 5G market as the chipmaker is taking advantage of network deployments and benefiting from rising sales of devices that will run on 5G networks.</p><p><blockquote>Qorvo看起来是5G市场上的最佳选择之一，因为这家芯片制造商正在利用网络部署的优势，并受益于将在5G网络上运行的设备销量的增长。</blockquote></p><p>The mobile market is Qorvo's biggest source of revenue, accounting for 75% of its total last quarter and registering 45% year-over-year growth. The smartphone market is benefiting in a big way as they are the most accessible devices helping consumers experience the blazingly fast speeds that 5G networks offer. Qorvosupplies its chipsto many of the leading players in the 5G smartphone market, including<b>Apple</b>,its largest customer, accounting for 30% of total revenue in fiscal 2020.</p><p><blockquote>移动市场是Qorvo最大的收入来源，上季度占总收入的75%，同比增长45%。智能手机市场受益匪浅，因为它们是最容易获得的设备，可以帮助消费者体验5G网络提供的惊人速度。Qorvo为5G智能手机市场的许多领先企业提供芯片，包括<b>苹果</b>，其最大客户，占2020财年总收入的30%。</blockquote></p><p>The good news is that Apple will continue to be a solid catalyst for Qorvo, as 5G-equipped iPhones are on track togenerate massive sales volumes, thanks to a huge number of iPhone users who have been waiting to upgrade. Apple is expected to set new sales records in 2021, and that momentum is forecast to continue next year as well.</p><p><blockquote>好消息是，苹果将继续成为Qorvo的坚实催化剂，因为配备5G的iPhone有望产生巨大的销量，这要归功于大量一直在等待升级的iPhone用户。苹果预计将在2021年创下新的销售记录，而且这种势头预计明年也将持续下去。</blockquote></p><p>Moreover, 5G smartphones are creating additional revenue opportunities for Qorvo to the tune of $5 to $7 per unit. CFO Mark Murphy explained on thelatest conference callthat the combination of higher revenue per 5G smartphone and improved volumes would push the company's mobile business into a higher gear:</p><p><blockquote>此外，5G智能手机为Qorvo创造了每台5至7美元的额外收入机会。首席财务官马克·墨菲(Mark Murphy)在最新的电话会议上解释说，每部5G智能手机收入的增加和销量的增加将推动公司的移动业务更上一层楼：</blockquote></p><p></p><p>In mobile, demand for 5G is adding RF complexity and driving higher content. We forecast mobile revenue in the current quarter to be approximately $810 million at the midpoint, or up 73% year over year.Additionally, Qorvo's margin profile has received a terrific shot in the arm.</p><p><blockquote>在移动领域，对5G的需求正在增加射频复杂性并推动更高的内容。我们预测本季度的移动收入中值约为8.1亿美元，同比增长73%。此外，Qorvo的利润状况也受到了一剂强心针。</blockquote></p><p><img src=\"https://static.tigerbbs.com/0ccebd735ad6caa8ad2e4857428169ce\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\">QRVO Gross Profit Margindata byYCharts</p><p><blockquote>QRVO毛利率数据来自YCharts</blockquote></p><p>Given that annual 5G smartphone shipments are expected to increase from 2020's estimate of 213 million units to over 1 billion units by 2025, Qorvo's top and bottom lines could keep growing at elevated rates. Analysts expect the company's earnings to grow annually by percentages in the mid-teens over the next five years as compared to its annualized earnings growth of just 6.3% over the last five years.</p><p><blockquote>鉴于5G智能手机的年出货量预计将从2020年的2.13亿部增加到2025年的超过10亿部，Qorvo的营收和利润可能会继续高速增长。分析师预计，未来五年该公司的盈利年增长率将在15%左右，而过去五年的年化盈利增长率仅为6.3%。</blockquote></p><p>Finally, Qorvo's price-to-earnings ratio of 28 is on the lower side considering the high-flying growth it is delivering, while its forward P/E ratio of 14 anticipates significantly improved earnings power. As such, it isn't too late for investors looking to buy Qorvo stock, as it is a high-growth company that's slated to keep winning big from the 5G rollout for a long time to come.</p><p><blockquote>最后，考虑到Qorvo实现的高速增长，其28的市盈率偏低，而其14的远期市盈率预计盈利能力将显着提高。因此，对于希望购买Qorvo股票的投资者来说，现在还为时不晚，因为它是一家高增长公司，预计将在未来很长一段时间内继续从5G的推出中获得巨大收益。</blockquote></p><p></p>","source":"lsy1603171495471","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>These 5G Stocks Have Doubled and They Look Like Buys<blockquote>这些5G股票已经翻了一番，看起来值得买入</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\">\nThese 5G Stocks Have Doubled and They Look Like Buys<blockquote>这些5G股票已经翻了一番，看起来值得买入</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Nasdaq</strong><span class=\"h-time small\">2021-06-03 10:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The deployment of 5G wireless networks and the rollout of 5G-enabled devices across the globe has provided a solid tailwind for many companies.<b>Keysight Technologies</b>(NYSE: KEYS)and<b>Qorvo</b>(NASDAQ: QRVO)are two that have won big from this market. Their share prices have doubled in the past three years, handily outpacing the broader stock market's gains.</p><p><blockquote>5G无线网络的部署和支持5G的设备在全球范围内的推出为许多公司提供了坚实的推动力。<b>是德科技</b>（纽约证券交易所代码：KEYS）和<b>科尔沃</b>（纳斯达克：QRVO）是从这个市场中赢得巨大胜利的两家公司。他们的股价在过去三年里翻了一番，轻松超过了整体股市的涨幅。</blockquote></p><p>The good news is that there's still a lot more growth to come in the5G market, so it won't be surprising to see these two stocks put up similarly impressive performances in the future.<img src=\"https://static.tigerbbs.com/cebfe0fefc0766873c407cab86e70f6c\" tg-width=\"700\" tg-height=\"439\" referrerpolicy=\"no-referrer\">KEYSdata byYCharts</p><p><blockquote>好消息是，5G市场仍有更多增长空间，因此看到这两只股票未来表现出同样令人印象深刻的表现也就不足为奇了。KEYSdata byYCharts</blockquote></p><p><b>1. Keysight Technologies</b></p><p><blockquote><b>1.是德科技</b></blockquote></p><p>Keysight Technologies is a manufacturer that provides network testing equipment to telecom companies. It has seen a steady increase in revenue and earnings over the years.<img src=\"https://static.tigerbbs.com/155b306ddabb9ecc8316dd7fdde310bf\" tg-width=\"700\" tg-height=\"436\" referrerpolicy=\"no-referrer\">Even better, it's stepping on the gas, as evidenced by its recently released quarterly report. For the period ended April 30, Keysight's revenue shot up by 36% year over year to an all-time quarterly high of $1.22 billion, while adjusted net income jumped to $1.44 per share from $0.78 per share in the prior-year period.</p><p><blockquote>是德科技是一家为电信公司提供网络测试设备的制造商。多年来，它的收入和收益稳步增长。更好的是，正如其最近发布的季度报告所证明的那样，它正在加大油门。截至4月30日的期间，是德科技的收入同比增长36%，达到12.2亿美元的历史季度高点，而调整后净利润从去年同期的每股0.78美元跃升至每股1.44美元。</blockquote></p><p>Keysight's robust growth was driven by improved business activity after last year's pandemic-related disruptions. Order activity increased by 22% to $1.33 billion.</p><p><blockquote>是德科技的强劲增长是由去年大流行相关中断后业务活动的改善推动的。订单活动增长22%至13.3亿美元。</blockquote></p><p>The company's communications solutions group, which accounts for 72% of total revenue, registered 34% year-over-year growth thanks to an increase in demand for hardware for 5G deployments. CEO Ron Nersesian highlighted this on the latestearnings conference call:</p><p><blockquote>由于5G部署硬件需求的增加，该公司的通信解决方案集团占总收入的72%，同比增长34%。首席执行官Ron Nersesian在电话会议最新财报中强调了这一点：</blockquote></p><p>We ... have secured multiple 5G solutions wins in the aerospace, defense, and government markets. Commercial communications orders and revenue both grew double digits, driven by the ongoing investments in 5G and 400 gig, 800 gig Ethernet solutions for data centers.Nersesian added that Keysight has broadened its 5G customer footprint by adding new accounts, including major players such as Fujitsu, NEC, and MediaTek. More importantly, the company is going afteremerging opportunitiessuch as open radio access networks (O-RAN) in the 5G market. Keysight believes that its broad range of offerings covering network protocol testing, security, and visibility could help it tap into this fast-growing market that's expected to play a critical role in the deployment of 5G.</p><p><blockquote>我们...在航空航天、国防和政府市场赢得了多个5G解决方案。在对数据中心5G和400 gig、800 gig以太网解决方案的持续投资的推动下，商业通信订单和收入均实现了两位数增长。Nersesian补充说，是德科技通过增加新客户扩大了其5G客户足迹，其中包括富士通等主要参与者、NEC和联发科。更重要的是，该公司正在寻求5G市场中的开放无线接入网络(O-RAN)等新兴机遇。是德科技认为，其涵盖网络协议测试、安全性和可见性的广泛产品可以帮助其进入这个快速增长的市场，预计该市场将在5G的部署中发挥关键作用。</blockquote></p><p>According to a third-party estimate, the global 5G test equipment market is expected to grow at a high-single-digit percentage rate annually over the long run. Meanwhile, the O-RAN market could witness $10 billion worth of investments by 2025, according to the Dell'Oro Group.</p><p><blockquote>根据第三方估计，从长远来看，全球5G测试设备市场预计将以每年高个位数的百分比增长。与此同时，据Dell’Oro Group称，到2025年，O-RAN市场的投资可能会达到100亿美元。</blockquote></p><p>Keysight's guidance for the current quarter indicates that its impressive momentum isn't dissipating. Management anticipates 20% year-over-year revenue growth to $1.21 billion, along withnon-GAAPearnings of $1.42 per share as compared to the year-ago period's $1.19, a 19% increase.</p><p><blockquote>是德科技对本季度的指引表明，其令人印象深刻的势头并未消失。管理层预计收入同比增长20%，达到12.1亿美元，非GAAP每股收益为1.42美元，较去年同期的1.19美元增长19%。</blockquote></p><p>The stock trades today at 35 times earnings, a discount compared to its five-year average P/E of nearly 47. Its forward earnings multiple of 21 anticipates solid earnings growth and analysts expect Keysight to deliver robust double-digit percentage earnings growth annually over the long run. All of this makes Keysight a top 5G stock to buy right now.</p><p><blockquote>该股目前的市盈率为35倍，较近47倍的五年平均市盈率有所折扣。其预期市盈率为21倍，预计盈利将实现稳健增长，分析师预计从长远来看，是德科技每年将实现强劲的两位数百分比盈利增长。所有这些都使是德科技成为目前最值得买入的5G股票。</blockquote></p><p><b>2. Qorvo</b></p><p><blockquote><b>2.Qorvo</b></blockquote></p><p>Qorvo looks like one of the best bets on the 5G market as the chipmaker is taking advantage of network deployments and benefiting from rising sales of devices that will run on 5G networks.</p><p><blockquote>Qorvo看起来是5G市场上的最佳选择之一，因为这家芯片制造商正在利用网络部署的优势，并受益于将在5G网络上运行的设备销量的增长。</blockquote></p><p>The mobile market is Qorvo's biggest source of revenue, accounting for 75% of its total last quarter and registering 45% year-over-year growth. The smartphone market is benefiting in a big way as they are the most accessible devices helping consumers experience the blazingly fast speeds that 5G networks offer. Qorvosupplies its chipsto many of the leading players in the 5G smartphone market, including<b>Apple</b>,its largest customer, accounting for 30% of total revenue in fiscal 2020.</p><p><blockquote>移动市场是Qorvo最大的收入来源，上季度占总收入的75%，同比增长45%。智能手机市场受益匪浅，因为它们是最容易获得的设备，可以帮助消费者体验5G网络提供的惊人速度。Qorvo为5G智能手机市场的许多领先企业提供芯片，包括<b>苹果</b>，其最大客户，占2020财年总收入的30%。</blockquote></p><p>The good news is that Apple will continue to be a solid catalyst for Qorvo, as 5G-equipped iPhones are on track togenerate massive sales volumes, thanks to a huge number of iPhone users who have been waiting to upgrade. Apple is expected to set new sales records in 2021, and that momentum is forecast to continue next year as well.</p><p><blockquote>好消息是，苹果将继续成为Qorvo的坚实催化剂，因为配备5G的iPhone有望产生巨大的销量，这要归功于大量一直在等待升级的iPhone用户。苹果预计将在2021年创下新的销售记录，而且这种势头预计明年也将持续下去。</blockquote></p><p>Moreover, 5G smartphones are creating additional revenue opportunities for Qorvo to the tune of $5 to $7 per unit. CFO Mark Murphy explained on thelatest conference callthat the combination of higher revenue per 5G smartphone and improved volumes would push the company's mobile business into a higher gear:</p><p><blockquote>此外，5G智能手机为Qorvo创造了每台5至7美元的额外收入机会。首席财务官马克·墨菲(Mark Murphy)在最新的电话会议上解释说，每部5G智能手机收入的增加和销量的增加将推动公司的移动业务更上一层楼：</blockquote></p><p></p><p>In mobile, demand for 5G is adding RF complexity and driving higher content. We forecast mobile revenue in the current quarter to be approximately $810 million at the midpoint, or up 73% year over year.Additionally, Qorvo's margin profile has received a terrific shot in the arm.</p><p><blockquote>在移动领域，对5G的需求正在增加射频复杂性并推动更高的内容。我们预测本季度的移动收入中值约为8.1亿美元，同比增长73%。此外，Qorvo的利润状况也受到了一剂强心针。</blockquote></p><p><img src=\"https://static.tigerbbs.com/0ccebd735ad6caa8ad2e4857428169ce\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\">QRVO Gross Profit Margindata byYCharts</p><p><blockquote>QRVO毛利率数据来自YCharts</blockquote></p><p>Given that annual 5G smartphone shipments are expected to increase from 2020's estimate of 213 million units to over 1 billion units by 2025, Qorvo's top and bottom lines could keep growing at elevated rates. Analysts expect the company's earnings to grow annually by percentages in the mid-teens over the next five years as compared to its annualized earnings growth of just 6.3% over the last five years.</p><p><blockquote>鉴于5G智能手机的年出货量预计将从2020年的2.13亿部增加到2025年的超过10亿部，Qorvo的营收和利润可能会继续高速增长。分析师预计，未来五年该公司的盈利年增长率将在15%左右，而过去五年的年化盈利增长率仅为6.3%。</blockquote></p><p>Finally, Qorvo's price-to-earnings ratio of 28 is on the lower side considering the high-flying growth it is delivering, while its forward P/E ratio of 14 anticipates significantly improved earnings power. As such, it isn't too late for investors looking to buy Qorvo stock, as it is a high-growth company that's slated to keep winning big from the 5G rollout for a long time to come.</p><p><blockquote>最后，考虑到Qorvo实现的高速增长，其28的市盈率偏低，而其14的远期市盈率预计盈利能力将显着提高。因此，对于希望购买Qorvo股票的投资者来说，现在还为时不晚，因为它是一家高增长公司，预计将在未来很长一段时间内继续从5G的推出中获得巨大收益。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.nasdaq.com/articles/these-5g-stocks-have-doubled-and-they-look-like-buys-2021-06-02\">Nasdaq</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":{"KEYS":"Keysight Technologies Inc","QRVO":"Qorvo, Inc."},"source_url":"https://www.nasdaq.com/articles/these-5g-stocks-have-doubled-and-they-look-like-buys-2021-06-02","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145575673","content_text":"The deployment of 5G wireless networks and the rollout of 5G-enabled devices across the globe has provided a solid tailwind for many companies.Keysight Technologies(NYSE: KEYS)andQorvo(NASDAQ: QRVO)are two that have won big from this market. Their share prices have doubled in the past three years, handily outpacing the broader stock market's gains.The good news is that there's still a lot more growth to come in the5G market, so it won't be surprising to see these two stocks put up similarly impressive performances in the future.KEYSdata byYCharts1. Keysight TechnologiesKeysight Technologies is a manufacturer that provides network testing equipment to telecom companies. It has seen a steady increase in revenue and earnings over the years.Even better, it's stepping on the gas, as evidenced by its recently released quarterly report. For the period ended April 30, Keysight's revenue shot up by 36% year over year to an all-time quarterly high of $1.22 billion, while adjusted net income jumped to $1.44 per share from $0.78 per share in the prior-year period.Keysight's robust growth was driven by improved business activity after last year's pandemic-related disruptions. Order activity increased by 22% to $1.33 billion.The company's communications solutions group, which accounts for 72% of total revenue, registered 34% year-over-year growth thanks to an increase in demand for hardware for 5G deployments. CEO Ron Nersesian highlighted this on the latestearnings conference call:We ... have secured multiple 5G solutions wins in the aerospace, defense, and government markets. Commercial communications orders and revenue both grew double digits, driven by the ongoing investments in 5G and 400 gig, 800 gig Ethernet solutions for data centers.Nersesian added that Keysight has broadened its 5G customer footprint by adding new accounts, including major players such as Fujitsu, NEC, and MediaTek. More importantly, the company is going afteremerging opportunitiessuch as open radio access networks (O-RAN) in the 5G market. Keysight believes that its broad range of offerings covering network protocol testing, security, and visibility could help it tap into this fast-growing market that's expected to play a critical role in the deployment of 5G.According to a third-party estimate, the global 5G test equipment market is expected to grow at a high-single-digit percentage rate annually over the long run. Meanwhile, the O-RAN market could witness $10 billion worth of investments by 2025, according to the Dell'Oro Group.Keysight's guidance for the current quarter indicates that its impressive momentum isn't dissipating. Management anticipates 20% year-over-year revenue growth to $1.21 billion, along withnon-GAAPearnings of $1.42 per share as compared to the year-ago period's $1.19, a 19% increase.The stock trades today at 35 times earnings, a discount compared to its five-year average P/E of nearly 47. Its forward earnings multiple of 21 anticipates solid earnings growth and analysts expect Keysight to deliver robust double-digit percentage earnings growth annually over the long run. All of this makes Keysight a top 5G stock to buy right now.2. QorvoQorvo looks like one of the best bets on the 5G market as the chipmaker is taking advantage of network deployments and benefiting from rising sales of devices that will run on 5G networks.The mobile market is Qorvo's biggest source of revenue, accounting for 75% of its total last quarter and registering 45% year-over-year growth. The smartphone market is benefiting in a big way as they are the most accessible devices helping consumers experience the blazingly fast speeds that 5G networks offer. Qorvosupplies its chipsto many of the leading players in the 5G smartphone market, includingApple,its largest customer, accounting for 30% of total revenue in fiscal 2020.The good news is that Apple will continue to be a solid catalyst for Qorvo, as 5G-equipped iPhones are on track togenerate massive sales volumes, thanks to a huge number of iPhone users who have been waiting to upgrade. Apple is expected to set new sales records in 2021, and that momentum is forecast to continue next year as well.Moreover, 5G smartphones are creating additional revenue opportunities for Qorvo to the tune of $5 to $7 per unit. CFO Mark Murphy explained on thelatest conference callthat the combination of higher revenue per 5G smartphone and improved volumes would push the company's mobile business into a higher gear:In mobile, demand for 5G is adding RF complexity and driving higher content. We forecast mobile revenue in the current quarter to be approximately $810 million at the midpoint, or up 73% year over year.Additionally, Qorvo's margin profile has received a terrific shot in the arm.QRVO Gross Profit Margindata byYChartsGiven that annual 5G smartphone shipments are expected to increase from 2020's estimate of 213 million units to over 1 billion units by 2025, Qorvo's top and bottom lines could keep growing at elevated rates. Analysts expect the company's earnings to grow annually by percentages in the mid-teens over the next five years as compared to its annualized earnings growth of just 6.3% over the last five years.Finally, Qorvo's price-to-earnings ratio of 28 is on the lower side considering the high-flying growth it is delivering, while its forward P/E ratio of 14 anticipates significantly improved earnings power. As such, it isn't too late for investors looking to buy Qorvo stock, as it is a high-growth company that's slated to keep winning big from the 5G rollout for a long time to come.","news_type":1,"symbols_score_info":{"QRVO":0.9,"KEYS":0.9}},"isVote":1,"tweetType":1,"viewCount":908,"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":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/111488542"}
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