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2021-04-23
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Despite pre-earnings choppiness, BofA still favoring U.S. semis<blockquote>尽管财报前波动较大，美国银行仍青睐美国半决赛</blockquote>
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The SOX index has pulled back over the last couple of weeks - just as it had before Q3 and Q4 results, they say.</p><p><blockquote>Vivek Arya和团队写道，财报前的紧张情绪在芯片中很常见。他们表示，SOX指数在过去几周有所回落，就像第三季度和第四季度业绩公布之前一样。</blockquote></p><p> This time around, there's concern over uncertainty in reopening business; ongoing chip-supply constraints hitting not only cars but also smartphones, PCs and networking equipment; and \"overstated\" concerns about double ordering.</p><p><blockquote>这一次，人们担心重新开业的不确定性；持续的芯片供应限制不仅影响汽车，还影响智能手机、个人电脑和网络设备；以及对重复订购的“夸大”担忧。</blockquote></p><p> And BofA notes that while the SOX's forward price/earnings multiple is at 22x - above a five-year median of 16x - it's currently in line with the broader market.</p><p><blockquote>美国银行指出，虽然SOX的预期市盈率为22倍，高于16倍的五年中位数，但目前与大盘一致。</blockquote></p><p> \"Overwhelming beats/overshipment concerns during Q4 results have given way to expectations of underwhelming beats into Q1 earnings largely due to supply constraints,\" it says, looking to the new crop of results and suggesting a tightrope will need to be walked: \"not too-hot so as to attract concerns of overshipment, and not too-cold which could invite concerns of cycle peaking or share loss or operational/supply misexecution.\"</p><p><blockquote>该公司表示：“第四季度业绩中压倒性的超出预期/过度出货的担忧已经让位于对第一季度盈利表现不佳的预期，这主要是由于供应限制。”展望新一批业绩，并建议需要走钢丝：“不要太热，以免引起对过度出货的担忧，也不要太冷，以免引起对周期峰值或份额损失或运营/供应执行不当的担忧。”</blockquote></p><p> It warned on Intel(NASDAQ:INTC), saying the foundry could become an expensive distraction in a year that already was seeing high capital expenditures. BofA is happy the company is taking on a \"venture of great national importance,\" but is skeptical on execution.</p><p><blockquote>它对英特尔（纳斯达克股票代码：INTC）发出警告，称在资本支出已经很高的一年里，代工厂可能会成为一种昂贵的干扰。美国银行很高兴该公司正在承担一项“对国家具有重大意义的事业”，但对执行情况持怀疑态度。</blockquote></p><p> It believes sales growth is too light, near flat vs. an industry growing at 15% and a rival -AMD- growing 20% ex-consoles. Meanwhile, depreciation expense is proving a \"persistent, underappreciated headwind\" to gross margins.</p><p><blockquote>它认为销售增长太轻，几乎持平，而行业增长率为15%，竞争对手AMD前游戏机增长率为20%。与此同时，折旧费用被证明是毛利率“持续的、被低估的阻力”。</blockquote></p><p> (Indeed, Intel todayraised its full-year guidance on revenues, but just to $72.5B from $72B.)</p><p><blockquote>（事实上，英特尔今天上调了全年收入指引，但仅从$72B上调至$725B。）</blockquote></p><p> Meanwhile, BofA is focusing on a few themes (and related stocks) for this season. No. 1 is AMD - and whether it can get enough incremental supply from Taiwan Semi to beat an already-strong 37% sales growth outlook for 2021. That's followed by questions around Texas Instruments(NASDAQ:TXN)and NXP Semiconductor(NASDAQ:NXPI), and whether ongoing auto production shutdowns and fab disruptions will end up causing a reduction in 2021 estimates.</p><p><blockquote>与此同时，美国银行正在关注本季度的一些主题（以及相关股票）。排名第一的是AMD，以及它是否能够从台积电获得足够的增量供应，以超越2021年本已强劲的37%销售增长预期。接下来是围绕德州仪器（纳斯达克股票代码：TXN）和恩智浦半导体（纳斯达克股票代码：NXPI）的问题，以及持续的汽车生产停工和晶圆厂中断是否最终会导致2021年预期的下降。</blockquote></p><p> And with Qorvo(NASDAQ:QRVO), BofA notes it lagged its main peer Skyworks Solutions(NASDAQ:SWKS)in Q1 (which benefited from an Apple surge) but wonders whether it can gain in Q2 as 5G phone demand broadens (and Qorvo pursues stronger margins by leveraging its position in 5G infrastructure).</p><p><blockquote>美国银行指出，Qorvo（纳斯达克股票代码：QRVO）在第一季度落后于其主要同行Skyworks Solutions（纳斯达克股票代码：SWKS）（受益于苹果激增），但想知道随着5G手机需求的扩大（Qorvo通过利用其在5G基础设施中的地位来追求更高的利润率）。</blockquote></p><p> Overall, it's staying \"structurally bullish\" on chips and is raising its industry sales forecast for 2021 to $508.8B - marking 15.5% year-over-year growth, up from 13.9% - and it's boosting its expected compound annual growth form 2020-2023 to 11.4%, from a previous 10.7%.</p><p><blockquote>总体而言，它对芯片保持“结构性看涨”，并将2021年的行业销售预测上调至$508.8 B，同比增长15.5%，高于13.9%，并将2020-2023年的预期复合年增长率从之前的10.7%提高至11.4%。</blockquote></p><p> As for picks, its favorite sector is semiconductor equipment, where Applied Materials(NASDAQ:AMAT)is its top pick. A price target of $170 there implies 29% upside. That's followed by compute, where it likesAMDas mentioned ($100 price target implies 26.5% upside), along with Nvidia (NVDA; $700 target implies 18% upside).</p><p><blockquote>至于选择，它最喜欢的行业是半导体设备，其中应用材料公司（纳斯达克股票代码：AMAT）是其首选。170美元的目标价意味着29%的上涨空间。其次是compute，就像SAMDAS提到的那样（100美元的目标价意味着26.5%的上涨空间），以及Nvidia（NVDA；700美元的目标价意味着18%的上涨空间）。</blockquote></p><p> In autos, its favorite pick is NXP Semiconductor; in 5g infrastructure, it likes Marvell (MRVL; its $58 price target implies 29% upside); and in smartphones, its picks are Broadcom(NASDAQ:AVGO)and Qorvo (QRVO).</p><p><blockquote>在汽车领域，它最喜欢的选择是恩智浦半导体；在5g基础设施方面，它看好Marvell（MRVL；其58美元的目标价意味着29%的上涨空间）；在智能手机领域，它的选择是博通（纳斯达克股票代码：AVGO）和Qorvo（QRVO）。</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>Despite pre-earnings choppiness, BofA still favoring U.S. semis<blockquote>尽管财报前波动较大，美国银行仍青睐美国半决赛</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\">\nDespite pre-earnings choppiness, BofA still favoring U.S. semis<blockquote>尽管财报前波动较大，美国银行仍青睐美国半决赛</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-04-23 10:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A look at Q1 earnings for U.S. semiconductor manufacturers from BofA is aiming at the bright side, saying that choppystock performance actually creates an enhanced opportunity - when the backdrop is solid fundamentals.</p><p><blockquote>美国银行对美国半导体制造商第一季度收益的观察着眼于光明的一面，称当背景是坚实的基本面时，波动的股票表现实际上创造了一个增强的机会。</blockquote></p><p> Pre-earnings jitters are typical in chips, Vivek Arya and team write. The SOX index has pulled back over the last couple of weeks - just as it had before Q3 and Q4 results, they say.</p><p><blockquote>Vivek Arya和团队写道，财报前的紧张情绪在芯片中很常见。他们表示，SOX指数在过去几周有所回落，就像第三季度和第四季度业绩公布之前一样。</blockquote></p><p> This time around, there's concern over uncertainty in reopening business; ongoing chip-supply constraints hitting not only cars but also smartphones, PCs and networking equipment; and \"overstated\" concerns about double ordering.</p><p><blockquote>这一次，人们担心重新开业的不确定性；持续的芯片供应限制不仅影响汽车，还影响智能手机、个人电脑和网络设备；以及对重复订购的“夸大”担忧。</blockquote></p><p> And BofA notes that while the SOX's forward price/earnings multiple is at 22x - above a five-year median of 16x - it's currently in line with the broader market.</p><p><blockquote>美国银行指出，虽然SOX的预期市盈率为22倍，高于16倍的五年中位数，但目前与大盘一致。</blockquote></p><p> \"Overwhelming beats/overshipment concerns during Q4 results have given way to expectations of underwhelming beats into Q1 earnings largely due to supply constraints,\" it says, looking to the new crop of results and suggesting a tightrope will need to be walked: \"not too-hot so as to attract concerns of overshipment, and not too-cold which could invite concerns of cycle peaking or share loss or operational/supply misexecution.\"</p><p><blockquote>该公司表示：“第四季度业绩中压倒性的超出预期/过度出货的担忧已经让位于对第一季度盈利表现不佳的预期，这主要是由于供应限制。”展望新一批业绩，并建议需要走钢丝：“不要太热，以免引起对过度出货的担忧，也不要太冷，以免引起对周期峰值或份额损失或运营/供应执行不当的担忧。”</blockquote></p><p> It warned on Intel(NASDAQ:INTC), saying the foundry could become an expensive distraction in a year that already was seeing high capital expenditures. BofA is happy the company is taking on a \"venture of great national importance,\" but is skeptical on execution.</p><p><blockquote>它对英特尔（纳斯达克股票代码：INTC）发出警告，称在资本支出已经很高的一年里，代工厂可能会成为一种昂贵的干扰。美国银行很高兴该公司正在承担一项“对国家具有重大意义的事业”，但对执行情况持怀疑态度。</blockquote></p><p> It believes sales growth is too light, near flat vs. an industry growing at 15% and a rival -AMD- growing 20% ex-consoles. Meanwhile, depreciation expense is proving a \"persistent, underappreciated headwind\" to gross margins.</p><p><blockquote>它认为销售增长太轻，几乎持平，而行业增长率为15%，竞争对手AMD前游戏机增长率为20%。与此同时，折旧费用被证明是毛利率“持续的、被低估的阻力”。</blockquote></p><p> (Indeed, Intel todayraised its full-year guidance on revenues, but just to $72.5B from $72B.)</p><p><blockquote>（事实上，英特尔今天上调了全年收入指引，但仅从$72B上调至$725B。）</blockquote></p><p> Meanwhile, BofA is focusing on a few themes (and related stocks) for this season. No. 1 is AMD - and whether it can get enough incremental supply from Taiwan Semi to beat an already-strong 37% sales growth outlook for 2021. That's followed by questions around Texas Instruments(NASDAQ:TXN)and NXP Semiconductor(NASDAQ:NXPI), and whether ongoing auto production shutdowns and fab disruptions will end up causing a reduction in 2021 estimates.</p><p><blockquote>与此同时，美国银行正在关注本季度的一些主题（以及相关股票）。排名第一的是AMD，以及它是否能够从台积电获得足够的增量供应，以超越2021年本已强劲的37%销售增长预期。接下来是围绕德州仪器（纳斯达克股票代码：TXN）和恩智浦半导体（纳斯达克股票代码：NXPI）的问题，以及持续的汽车生产停工和晶圆厂中断是否最终会导致2021年预期的下降。</blockquote></p><p> And with Qorvo(NASDAQ:QRVO), BofA notes it lagged its main peer Skyworks Solutions(NASDAQ:SWKS)in Q1 (which benefited from an Apple surge) but wonders whether it can gain in Q2 as 5G phone demand broadens (and Qorvo pursues stronger margins by leveraging its position in 5G infrastructure).</p><p><blockquote>美国银行指出，Qorvo（纳斯达克股票代码：QRVO）在第一季度落后于其主要同行Skyworks Solutions（纳斯达克股票代码：SWKS）（受益于苹果激增），但想知道随着5G手机需求的扩大（Qorvo通过利用其在5G基础设施中的地位来追求更高的利润率）。</blockquote></p><p> Overall, it's staying \"structurally bullish\" on chips and is raising its industry sales forecast for 2021 to $508.8B - marking 15.5% year-over-year growth, up from 13.9% - and it's boosting its expected compound annual growth form 2020-2023 to 11.4%, from a previous 10.7%.</p><p><blockquote>总体而言，它对芯片保持“结构性看涨”，并将2021年的行业销售预测上调至$508.8 B，同比增长15.5%，高于13.9%，并将2020-2023年的预期复合年增长率从之前的10.7%提高至11.4%。</blockquote></p><p> As for picks, its favorite sector is semiconductor equipment, where Applied Materials(NASDAQ:AMAT)is its top pick. A price target of $170 there implies 29% upside. That's followed by compute, where it likesAMDas mentioned ($100 price target implies 26.5% upside), along with Nvidia (NVDA; $700 target implies 18% upside).</p><p><blockquote>至于选择，它最喜欢的行业是半导体设备，其中应用材料公司（纳斯达克股票代码：AMAT）是其首选。170美元的目标价意味着29%的上涨空间。其次是compute，就像SAMDAS提到的那样（100美元的目标价意味着26.5%的上涨空间），以及Nvidia（NVDA；700美元的目标价意味着18%的上涨空间）。</blockquote></p><p> In autos, its favorite pick is NXP Semiconductor; in 5g infrastructure, it likes Marvell (MRVL; its $58 price target implies 29% upside); and in smartphones, its picks are Broadcom(NASDAQ:AVGO)and Qorvo (QRVO).</p><p><blockquote>在汽车领域，它最喜欢的选择是恩智浦半导体；在5g基础设施方面，它看好Marvell（MRVL；其58美元的目标价意味着29%的上涨空间）；在智能手机领域，它的选择是博通（纳斯达克股票代码：AVGO）和Qorvo（QRVO）。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3684939-despite-pre-earnings-choppiness-bofa-still-favoring-us-semis\">seekingalpha</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":{"SWKS":"思佳讯","TXN":"德州仪器","NVDA":"英伟达","QRVO":"Qorvo, Inc.","AMAT":"应用材料","NXPI":"恩智浦","AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/news/3684939-despite-pre-earnings-choppiness-bofa-still-favoring-us-semis","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103280994","content_text":"A look at Q1 earnings for U.S. semiconductor manufacturers from BofA is aiming at the bright side, saying that choppystock performance actually creates an enhanced opportunity - when the backdrop is solid fundamentals.\nPre-earnings jitters are typical in chips, Vivek Arya and team write. The SOX index has pulled back over the last couple of weeks - just as it had before Q3 and Q4 results, they say.\nThis time around, there's concern over uncertainty in reopening business; ongoing chip-supply constraints hitting not only cars but also smartphones, PCs and networking equipment; and \"overstated\" concerns about double ordering.\nAnd BofA notes that while the SOX's forward price/earnings multiple is at 22x - above a five-year median of 16x - it's currently in line with the broader market.\n\"Overwhelming beats/overshipment concerns during Q4 results have given way to expectations of underwhelming beats into Q1 earnings largely due to supply constraints,\" it says, looking to the new crop of results and suggesting a tightrope will need to be walked: \"not too-hot so as to attract concerns of overshipment, and not too-cold which could invite concerns of cycle peaking or share loss or operational/supply misexecution.\"\nIt warned on Intel(NASDAQ:INTC), saying the foundry could become an expensive distraction in a year that already was seeing high capital expenditures. BofA is happy the company is taking on a \"venture of great national importance,\" but is skeptical on execution.\nIt believes sales growth is too light, near flat vs. an industry growing at 15% and a rival -AMD- growing 20% ex-consoles. Meanwhile, depreciation expense is proving a \"persistent, underappreciated headwind\" to gross margins.\n(Indeed, Intel todayraised its full-year guidance on revenues, but just to $72.5B from $72B.)\nMeanwhile, BofA is focusing on a few themes (and related stocks) for this season. No. 1 is AMD - and whether it can get enough incremental supply from Taiwan Semi to beat an already-strong 37% sales growth outlook for 2021. That's followed by questions around Texas Instruments(NASDAQ:TXN)and NXP Semiconductor(NASDAQ:NXPI), and whether ongoing auto production shutdowns and fab disruptions will end up causing a reduction in 2021 estimates.\nAnd with Qorvo(NASDAQ:QRVO), BofA notes it lagged its main peer Skyworks Solutions(NASDAQ:SWKS)in Q1 (which benefited from an Apple surge) but wonders whether it can gain in Q2 as 5G phone demand broadens (and Qorvo pursues stronger margins by leveraging its position in 5G infrastructure).\nOverall, it's staying \"structurally bullish\" on chips and is raising its industry sales forecast for 2021 to $508.8B - marking 15.5% year-over-year growth, up from 13.9% - and it's boosting its expected compound annual growth form 2020-2023 to 11.4%, from a previous 10.7%.\nAs for picks, its favorite sector is semiconductor equipment, where Applied Materials(NASDAQ:AMAT)is its top pick. A price target of $170 there implies 29% upside. That's followed by compute, where it likesAMDas mentioned ($100 price target implies 26.5% upside), along with Nvidia (NVDA; $700 target implies 18% upside).\nIn autos, its favorite pick is NXP Semiconductor; in 5g infrastructure, it likes Marvell (MRVL; its $58 price target implies 29% upside); and in smartphones, its picks are Broadcom(NASDAQ:AVGO)and Qorvo (QRVO).","news_type":1,"symbols_score_info":{"AMD":0.9,"QRVO":0.9,"TXN":0.9,"SWKS":0.9,"AMAT":0.9,"NXPI":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":447,"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":19,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/376795815"}
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