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2021-04-02
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These semiconductor stocks might benefit the most from Biden’s spending plan<blockquote>这些半导体股可能从拜登的支出计划中受益最大</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":340936381,"tweetId":"340936381","gmtCreate":1617328747143,"gmtModify":1634521400429,"author":{"id":3575927670533252,"idStr":"3575927670533252","authorId":3575927670533252,"authorIdStr":"3575927670533252","name":"schsch","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":27,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>like and comment</p></body></html>","htmlText":"<html><head></head><body><p>like and comment</p></body></html>","text":"like and comment","highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":6,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/340936381","repostId":1117428745,"repostType":4,"repost":{"id":"1117428745","kind":"news","pubTimestamp":1617326984,"share":"https://www.laohunote.com/m/news/1117428745?lang=zh_CN&edition=full","pubTime":"2021-04-02 09:29","market":"us","language":"en","title":"These semiconductor stocks might benefit the most from Biden’s spending plan<blockquote>这些半导体股可能从拜登的支出计划中受益最大</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1117428745","media":"Market Wacth","summary":"The news about President Biden’s massive spending plans highlights infrastructure. But U.S. semicond","content":"<p>The news about President Biden’s massive spending plans highlights infrastructure. But U.S. semiconductor companies may see a big benefit, and stocks in the sector are already starting to perk up.</p><p><blockquote>有关拜登总统大规模支出计划的新闻突出了基础设施。但美国半导体公司可能会看到巨大的好处，该行业的股票已经开始活跃起来。</blockquote></p><p>The iShares PHLX Semiconductor ETFSOXX,+3.68%was up 2.4% on March 31, with all 30 its components showing gains for the session. SOXX tracks the PHLX Semiconductor IndexSOX,+3.69%.Among the 30 stocks, 15 are down at least 10% from Feb. 16, when SOXX hit its all-time high.</p><p><blockquote>iShares PHLX Semiconductor ETFSOXX,+3.68% 3 月 31 日上涨 2.4%，其所有 30 只成分股当日均出现上涨。SOXX 追踪 PHLX 半导体指数 SOX,+3.69%。在 30 只股票中，有 15 只较 2 月 16 日 SOXX 创下历史新高时下跌至少 10%。</blockquote></p><p>Biden’s spending plan</p><p><blockquote>拜登的支出计划</blockquote></p><p>In February, the Semiconductor Industry Association’s (SIA) board of directors, which includes CEOs or senior executives of Advanced Micro Devices Inc.AMD,+3.30%,Nvidia Corp.NVDA,+3.47%,Qualcomm Inc.QCOM,+3.92%,Intel Corp.INTC,+0.86%,Texas Instruments Inc.TXN,+1.62%and others, sent a letter to Biden.</p><p><blockquote>今年 2 月，半导体行业协会 (SIA) 董事会致信拜登，董事会成员包括 Advanced Micro Devices Inc.AMD,+3.30%、Nvidia Corp.NVDA,+3.47%、Qualcomm Inc.QCOM,+3.92%、Intel Corp.INTC,+0.86%、Texas Instruments Inc.TXN,+1.62% 等公司。</blockquote></p><p>They wrote that the U.S. market share of global computer chip manufacturing had “steadily declined” to 12% from 37% in 1990. The SIA board said the loss of market share was largely the result of significant government investment in the semiconductor industry in other countries, while there was none in the U.S. (You can read the entire letterhere.)</p><p><blockquote>他们写道，美国在全球计算机芯片制造中的市场份额已从 1990 年的 37% “稳步下降 ”至 12%。SIA董事会表示，市场份额的损失主要是由于其他国家政府对半导体行业进行了大量投资，而美国则没有。（你可以在这里阅读整封信。）</blockquote></p><p>And now the president is trying to give the U.S. semiconductor industry what it wants. SIA CEO John Neuffer said in a statement on March 31 that Biden’s spending program “would invest ambitiously in U.S. semiconductor workers, manufacturing and innovation — three cornerstones of America’s strength and its future.”</p><p><blockquote>现在总统正试图给美国半导体行业它想要的东西。新航首席执行官约翰-诺伊弗（John Neuffer）在3月31日的一份声明中说，拜登的支出计划 “将雄心勃勃地投资于美国半导体工人、制造业和创新--美国实力和未来的三大基石”。</blockquote></p><p>Investment strategists at Bank of America included chip makers in theirlistof companies that could benefit from the Biden plan.</p><p><blockquote>美国银行的投资策略师将芯片制造商列入了可能从拜登计划中受益的公司名单。</blockquote></p><p>The spending package would include$50 billionfor the American semiconductor industry amid a worldwide shortage of chips. In addition, $174 billion would be set aside to help the U.S. “win” the worldwide competition for dominance in the electric-car industry. This would obviously help Tesla Inc.TSLA,-0.93%,but it would also support manufacturers of the myriad computer chips used in the vehicles.</p><p><blockquote>在全球芯片短缺的情况下，支出计划将包括为美国半导体行业提供 500 亿美元。此外，还将拨出 1740 亿美元，帮助美国 “赢得 ”电动汽车行业主导地位的全球竞争。这显然将有助于特斯拉公司 TSLA,-0.93%, 但它也将支持汽车中使用的无数计算机芯片的制造商。</blockquote></p><p>Chip stocks pare gains</p><p><blockquote>芯片股涨幅收窄</blockquote></p><p>This table shows the 15 semiconductor-industry stocks among the SOX 30 that have declined the most since the close on Feb. 16, the day SOXX hit its all-time high:<img src=\"https://static.tigerbbs.com/4804f0c18e685cdf504a6367364f6cb4\" tg-width=\"771\" tg-height=\"499\" referrerpolicy=\"no-referrer\">Wall Street’s favorite semiconductor stocks</p><p><blockquote>该表显示了自 2 月 16 日（SOXX 创下历史新高的当天）收盘以来跌幅最大的 15 只 SOX 30 指数中的 15 只半导体行业股票：华尔街最受欢迎的半导体股票</blockquote></p><p>Here are the 15 SOXX stocks with the most 12-month upside potential implied by consensus price targets among analysts polled by FactSet:</p><p><blockquote>以下是 FactSet 调查的分析师共识价格目标所暗示的 15 只 12 个月上涨潜力最大的 SOXX 股票：</blockquote></p><p><img src=\"https://static.tigerbbs.com/11d3aa68909b96aa726b3a4bc8339963\" tg-width=\"773\" tg-height=\"411\" referrerpolicy=\"no-referrer\">The table includes forward price-to-earnings ratios. In comparison, the forward P/E ratio for SOXX is 22.7 and the forward P/E for the SPDR S&P 500 ETF TrustSPY,+1.08%is 21.8.</p><p><blockquote>该表包括远期市盈率。相比之下，SOXX 的远期市盈率为 22.7，SPDR 标普500 ETF TrustSPY,+1.08% 的远期市盈率为 21.8。</blockquote></p><p></p>","source":"lsy1604288433698","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 semiconductor stocks might benefit the most from Biden’s spending plan<blockquote>这些半导体股可能从拜登的支出计划中受益最大</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 semiconductor stocks might benefit the most from Biden’s spending plan<blockquote>这些半导体股可能从拜登的支出计划中受益最大</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Market Wacth</strong><span class=\"h-time small\">2021-04-02 09:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The news about President Biden’s massive spending plans highlights infrastructure. But U.S. semiconductor companies may see a big benefit, and stocks in the sector are already starting to perk up.</p><p><blockquote>有关拜登总统大规模支出计划的新闻突出了基础设施。但美国半导体公司可能会看到巨大的好处，该行业的股票已经开始活跃起来。</blockquote></p><p>The iShares PHLX Semiconductor ETFSOXX,+3.68%was up 2.4% on March 31, with all 30 its components showing gains for the session. SOXX tracks the PHLX Semiconductor IndexSOX,+3.69%.Among the 30 stocks, 15 are down at least 10% from Feb. 16, when SOXX hit its all-time high.</p><p><blockquote>iShares PHLX Semiconductor ETFSOXX,+3.68% 3 月 31 日上涨 2.4%，其所有 30 只成分股当日均出现上涨。SOXX 追踪 PHLX 半导体指数 SOX,+3.69%。在 30 只股票中，有 15 只较 2 月 16 日 SOXX 创下历史新高时下跌至少 10%。</blockquote></p><p>Biden’s spending plan</p><p><blockquote>拜登的支出计划</blockquote></p><p>In February, the Semiconductor Industry Association’s (SIA) board of directors, which includes CEOs or senior executives of Advanced Micro Devices Inc.AMD,+3.30%,Nvidia Corp.NVDA,+3.47%,Qualcomm Inc.QCOM,+3.92%,Intel Corp.INTC,+0.86%,Texas Instruments Inc.TXN,+1.62%and others, sent a letter to Biden.</p><p><blockquote>今年 2 月，半导体行业协会 (SIA) 董事会致信拜登，董事会成员包括 Advanced Micro Devices Inc.AMD,+3.30%、Nvidia Corp.NVDA,+3.47%、Qualcomm Inc.QCOM,+3.92%、Intel Corp.INTC,+0.86%、Texas Instruments Inc.TXN,+1.62% 等公司。</blockquote></p><p>They wrote that the U.S. market share of global computer chip manufacturing had “steadily declined” to 12% from 37% in 1990. The SIA board said the loss of market share was largely the result of significant government investment in the semiconductor industry in other countries, while there was none in the U.S. (You can read the entire letterhere.)</p><p><blockquote>他们写道，美国在全球计算机芯片制造中的市场份额已从 1990 年的 37% “稳步下降 ”至 12%。SIA董事会表示，市场份额的损失主要是由于其他国家政府对半导体行业进行了大量投资，而美国则没有。（你可以在这里阅读整封信。）</blockquote></p><p>And now the president is trying to give the U.S. semiconductor industry what it wants. SIA CEO John Neuffer said in a statement on March 31 that Biden’s spending program “would invest ambitiously in U.S. semiconductor workers, manufacturing and innovation — three cornerstones of America’s strength and its future.”</p><p><blockquote>现在总统正试图给美国半导体行业它想要的东西。新航首席执行官约翰-诺伊弗（John Neuffer）在3月31日的一份声明中说，拜登的支出计划 “将雄心勃勃地投资于美国半导体工人、制造业和创新--美国实力和未来的三大基石”。</blockquote></p><p>Investment strategists at Bank of America included chip makers in theirlistof companies that could benefit from the Biden plan.</p><p><blockquote>美国银行的投资策略师将芯片制造商列入了可能从拜登计划中受益的公司名单。</blockquote></p><p>The spending package would include$50 billionfor the American semiconductor industry amid a worldwide shortage of chips. In addition, $174 billion would be set aside to help the U.S. “win” the worldwide competition for dominance in the electric-car industry. This would obviously help Tesla Inc.TSLA,-0.93%,but it would also support manufacturers of the myriad computer chips used in the vehicles.</p><p><blockquote>在全球芯片短缺的情况下，支出计划将包括为美国半导体行业提供 500 亿美元。此外，还将拨出 1740 亿美元，帮助美国 “赢得 ”电动汽车行业主导地位的全球竞争。这显然将有助于特斯拉公司 TSLA,-0.93%, 但它也将支持汽车中使用的无数计算机芯片的制造商。</blockquote></p><p>Chip stocks pare gains</p><p><blockquote>芯片股涨幅收窄</blockquote></p><p>This table shows the 15 semiconductor-industry stocks among the SOX 30 that have declined the most since the close on Feb. 16, the day SOXX hit its all-time high:<img src=\"https://static.tigerbbs.com/4804f0c18e685cdf504a6367364f6cb4\" tg-width=\"771\" tg-height=\"499\" referrerpolicy=\"no-referrer\">Wall Street’s favorite semiconductor stocks</p><p><blockquote>该表显示了自 2 月 16 日（SOXX 创下历史新高的当天）收盘以来跌幅最大的 15 只 SOX 30 指数中的 15 只半导体行业股票：华尔街最受欢迎的半导体股票</blockquote></p><p>Here are the 15 SOXX stocks with the most 12-month upside potential implied by consensus price targets among analysts polled by FactSet:</p><p><blockquote>以下是 FactSet 调查的分析师共识价格目标所暗示的 15 只 12 个月上涨潜力最大的 SOXX 股票：</blockquote></p><p><img src=\"https://static.tigerbbs.com/11d3aa68909b96aa726b3a4bc8339963\" tg-width=\"773\" tg-height=\"411\" referrerpolicy=\"no-referrer\">The table includes forward price-to-earnings ratios. In comparison, the forward P/E ratio for SOXX is 22.7 and the forward P/E for the SPDR S&P 500 ETF TrustSPY,+1.08%is 21.8.</p><p><blockquote>该表包括远期市盈率。相比之下，SOXX 的远期市盈率为 22.7，SPDR 标普500 ETF TrustSPY,+1.08% 的远期市盈率为 21.8。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/semiconductor-stocks-are-getting-a-lift-from-bidens-big-spending-plan-11617274965?mod=home-page\">Market Wacth</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":{"INTC":"英特尔","QCOM":"高通","TXN":"德州仪器","NVDA":"英伟达","AMD":"美国超微公司","TSM":"台积电","SPY":"标普500ETF","SOX":"费城半导体指数","SOXX":"iShares费城交易所半导体ETF"},"source_url":"https://www.marketwatch.com/story/semiconductor-stocks-are-getting-a-lift-from-bidens-big-spending-plan-11617274965?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117428745","content_text":"The news about President Biden’s massive spending plans highlights infrastructure. But U.S. semiconductor companies may see a big benefit, and stocks in the sector are already starting to perk up.The iShares PHLX Semiconductor ETFSOXX,+3.68%was up 2.4% on March 31, with all 30 its components showing gains for the session. SOXX tracks the PHLX Semiconductor IndexSOX,+3.69%.Among the 30 stocks, 15 are down at least 10% from Feb. 16, when SOXX hit its all-time high.Biden’s spending planIn February, the Semiconductor Industry Association’s (SIA) board of directors, which includes CEOs or senior executives of Advanced Micro Devices Inc.AMD,+3.30%,Nvidia Corp.NVDA,+3.47%,Qualcomm Inc.QCOM,+3.92%,Intel Corp.INTC,+0.86%,Texas Instruments Inc.TXN,+1.62%and others, sent a letter to Biden.They wrote that the U.S. market share of global computer chip manufacturing had “steadily declined” to 12% from 37% in 1990. The SIA board said the loss of market share was largely the result of significant government investment in the semiconductor industry in other countries, while there was none in the U.S. (You can read the entire letterhere.)And now the president is trying to give the U.S. semiconductor industry what it wants. SIA CEO John Neuffer said in a statement on March 31 that Biden’s spending program “would invest ambitiously in U.S. semiconductor workers, manufacturing and innovation — three cornerstones of America’s strength and its future.”Investment strategists at Bank of America included chip makers in theirlistof companies that could benefit from the Biden plan.The spending package would include$50 billionfor the American semiconductor industry amid a worldwide shortage of chips. In addition, $174 billion would be set aside to help the U.S. “win” the worldwide competition for dominance in the electric-car industry. This would obviously help Tesla Inc.TSLA,-0.93%,but it would also support manufacturers of the myriad computer chips used in the vehicles.Chip stocks pare gainsThis table shows the 15 semiconductor-industry stocks among the SOX 30 that have declined the most since the close on Feb. 16, the day SOXX hit its all-time high:Wall Street’s favorite semiconductor stocksHere are the 15 SOXX stocks with the most 12-month upside potential implied by consensus price targets among analysts polled by FactSet:The table includes forward price-to-earnings ratios. In comparison, the forward P/E ratio for SOXX is 22.7 and the forward P/E for the SPDR S&P 500 ETF TrustSPY,+1.08%is 21.8.","news_type":1,"symbols_score_info":{"SOXX":0.9,"TSM":0.9,"TXN":0.9,"INTC":0.9,"SPY":0.9,"NVDA":0.9,"QCOM":0.9,"SOX":0.9,"AMD":0.9,"XLNX":0.9}},"isVote":1,"tweetType":1,"viewCount":487,"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":14,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/340936381"}
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