说说你对这篇新闻的看_老虎社区_美港股上老虎

2021-03-29

说说你对这篇新闻的看法...

These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan<blockquote>这些股票将受益于英特尔 200 亿美元的制造计划</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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":352661610,"tweetId":"352661610","gmtCreate":1616955917330,"gmtModify":1616955917330,"author":{"id":3568384496871651,"idStr":"3568384496871651","authorId":3568384496871651,"authorIdStr":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":5,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>说说你对这篇新闻的看法...</body></html>","htmlText":"<html><head></head><body>说说你对这篇新闻的看法...</body></html>","text":"说说你对这篇新闻的看法...","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/352661610","repostId":1174857234,"repostType":2,"repost":{"id":"1174857234","kind":"news","pubTimestamp":1616597621,"share":"https://www.laohu8.com/m/news/1174857234?lang=zh_CN&edition=full","pubTime":"2021-03-24 22:53","market":"us","language":"en","title":"These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan<blockquote>这些股票将受益于英特尔 200 亿美元的制造计划</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1174857234","media":"Barrons","summary":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of c","content":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.<blockquote>投资银行贝伦伯格（Berenberg）表示，英特尔斥资 200 亿美元扩大半导体制造规模的计划可能只是未来几年芯片制造商资本支出浪潮的顶峰，这使得该行业设备端的公司有望从中受益。</blockquote>Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML&nbsp;stock surged 5%, while shares in&nbsp;ASM International&nbsp;jumped 8% and&nbsp;Besi&nbsp;stock lifted 4%.<blockquote>由于市场首次有机会对英特尔的计划做出反应，设计和制造用于制造半导体的设备的欧洲公司的股价周三大幅上涨。ASML 股价飙升 5%，ASM International 股价飙升 8%，Besi 股价上涨 4%。</blockquote>The back story.U.S. chip giant&nbsp;Intel&nbsp;said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.<blockquote>背景故事。美国芯片巨头英特尔周二晚些时候表示，将斥资200亿美元在亚利桑那州建设两家新工厂。帕特-基尔辛格（Pat Gelsinger）担任首席执行官仅几周后，就做出了长期扩大公司制造能力的决定。该计划将把这家芯片制造商今年的资本支出从分析师预期的约 147 亿美元增加到 190 亿至 200 亿美元。</blockquote>Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.<blockquote>英特尔做出这一决定之际，全球半导体短缺已影响到从个人电子到汽车等各行各业。美国政府越来越多地表示，它希望确保国内芯片供应，因为大部分半导体行业都集中在东亚。基辛格表示，芯片短缺可能会持续至少两年——大约是建造新工厂所需的时间。</blockquote>What’s new.Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.<blockquote>有什么新鲜事。Berenberg分析师Tammy Qiu周三表示，该投行上调了对2021年半导体行业全球资本支出的预期。该银行目前估计，该行业的资本支出将比 2020 年的水平增长 18%，高于之前预期的 15 岁左右的数字。贝伦伯格还预计，英特尔的资本支出在不久的将来仍将居高不下，这与该公司雄心勃勃的技术路线图相符。</blockquote>One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and&nbsp;Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s&nbsp;Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.<blockquote>贝伦伯格表示，有一家公司有望从英特尔的计划中受益。为英特尔、台积电和三星电子供货的荷兰公司 ASML 几乎垄断了对芯片制造工艺至关重要的光刻系统。该集团在阿姆斯特丹泛欧交易所和纳斯达克双重上市，也是极紫外线（EUV）光刻技术的先驱。贝伦伯格认为，英特尔的业务更新表明，该集团 “完全致力于 ”EUV，这是备受期待的下一代技术。</blockquote>“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”<blockquote>“因此，我们预计英特尔未来将在其制造过程中更加积极地订购和采用 EUV，”邱说。“作为回应，我们预计台积电将继续积极推进其路线图。所有这些都将导致对 EUV 工具的更多需求”。</blockquote>As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based&nbsp;Applied Materials,Lam Research,and KLA Corporation.<blockquote>随着英特尔和台积电继续竞争并在领先技术上积极投入，贝伦伯格预测，未来几年该行业的设备方面将感受到积极影响。该投资银行表示，周三上涨的欧洲股市以外的设备集团有望受益，包括美国应用材料公司、Lam Research 和 KLA Corporation。</blockquote>Looking ahead.Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.<blockquote>展望未来。基辛格将全球芯片短缺的部分原因归咎于 Covid-19 大流行，因为过去一年中人们通过在家工作迅速转向数字平台。即使大流行病消退，预计许多消费者和行业趋势仍将持续，英特尔预测芯片短缺将持续至少两年，这意味着投资者将在很长一段时间内谈论芯片股。</blockquote>Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.<blockquote>Berenberg 对 ASML 的目标价为 540 欧元，该股周三交易价格为 496 欧元。该投资银行对其他设备制造商的目标价表明，整个行业的股票都有走高的空间。</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>These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan<blockquote>这些股票将受益于英特尔 200 亿美元的制造计划</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 Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan<blockquote>这些股票将受益于英特尔 200 亿美元的制造计划</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-03-24 22:53\n\n</h4>\n</header>\n<article>\nIntel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.<blockquote>投资银行贝伦伯格（Berenberg）表示，英特尔斥资 200 亿美元扩大半导体制造规模的计划可能只是未来几年芯片制造商资本支出浪潮的顶峰，这使得该行业设备端的公司有望从中受益。</blockquote>Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML&nbsp;stock surged 5%, while shares in&nbsp;ASM International&nbsp;jumped 8% and&nbsp;Besi&nbsp;stock lifted 4%.<blockquote>由于市场首次有机会对英特尔的计划做出反应，设计和制造用于制造半导体的设备的欧洲公司的股价周三大幅上涨。ASML 股价飙升 5%，ASM International 股价飙升 8%，Besi 股价上涨 4%。</blockquote>The back story.U.S. chip giant&nbsp;Intel&nbsp;said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.<blockquote>背景故事。美国芯片巨头英特尔周二晚些时候表示，将斥资200亿美元在亚利桑那州建设两家新工厂。帕特-基尔辛格（Pat Gelsinger）担任首席执行官仅几周后，就做出了长期扩大公司制造能力的决定。该计划将把这家芯片制造商今年的资本支出从分析师预期的约 147 亿美元增加到 190 亿至 200 亿美元。</blockquote>Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.<blockquote>英特尔做出这一决定之际，全球半导体短缺已影响到从个人电子到汽车等各行各业。美国政府越来越多地表示，它希望确保国内芯片供应，因为大部分半导体行业都集中在东亚。基辛格表示，芯片短缺可能会持续至少两年——大约是建造新工厂所需的时间。</blockquote>What’s new.Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.<blockquote>有什么新鲜事。Berenberg分析师Tammy Qiu周三表示，该投行上调了对2021年半导体行业全球资本支出的预期。该银行目前估计，该行业的资本支出将比 2020 年的水平增长 18%，高于之前预期的 15 岁左右的数字。贝伦伯格还预计，英特尔的资本支出在不久的将来仍将居高不下，这与该公司雄心勃勃的技术路线图相符。</blockquote>One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and&nbsp;Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s&nbsp;Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.<blockquote>贝伦伯格表示，有一家公司有望从英特尔的计划中受益。为英特尔、台积电和三星电子供货的荷兰公司 ASML 几乎垄断了对芯片制造工艺至关重要的光刻系统。该集团在阿姆斯特丹泛欧交易所和纳斯达克双重上市，也是极紫外线（EUV）光刻技术的先驱。贝伦伯格认为，英特尔的业务更新表明，该集团 “完全致力于 ”EUV，这是备受期待的下一代技术。</blockquote>“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”<blockquote>“因此，我们预计英特尔未来将在其制造过程中更加积极地订购和采用 EUV，”邱说。“作为回应，我们预计台积电将继续积极推进其路线图。所有这些都将导致对 EUV 工具的更多需求”。</blockquote>As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based&nbsp;Applied Materials,Lam Research,and KLA Corporation.<blockquote>随着英特尔和台积电继续竞争并在领先技术上积极投入，贝伦伯格预测，未来几年该行业的设备方面将感受到积极影响。该投资银行表示，周三上涨的欧洲股市以外的设备集团有望受益，包括美国应用材料公司、Lam Research 和 KLA Corporation。</blockquote>Looking ahead.Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.<blockquote>展望未来。基辛格将全球芯片短缺的部分原因归咎于 Covid-19 大流行，因为过去一年中人们通过在家工作迅速转向数字平台。即使大流行病消退，预计许多消费者和行业趋势仍将持续，英特尔预测芯片短缺将持续至少两年，这意味着投资者将在很长一段时间内谈论芯片股。</blockquote>Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.<blockquote>Berenberg 对 ASML 的目标价为 540 欧元，该股周三交易价格为 496 欧元。该投资银行对其他设备制造商的目标价表明，整个行业的股票都有走高的空间。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA\">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":{"KLAQ":"KL Acquisition Corp","INTC":"英特尔","ASMIY":"ASM International N.V.","BESIY":"BE Semiconductor Industries N.V.","LRCX":"拉姆研究","ASML":"阿斯麦","AMAT":"应用材料"},"source_url":"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174857234","content_text":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML stock surged 5%, while shares in ASM International jumped 8% and Besi stock lifted 4%.The back story.U.S. chip giant Intel said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.What’s new.Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based Applied Materials,Lam Research,and KLA Corporation.Looking ahead.Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.","news_type":1,"symbols_score_info":{"ASMIY":0.9,"BESIY":0.9,"KLAQ":0.9,"AMAT":0.9,"ASML":0.9,"LRCX":0.9,"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":1721,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":25,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/352661610"}