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2021-12-06

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Semiconductors could keep rolling, but memory stocks may win 2022<blockquote>半导体可能会继续上涨，但内存股可能会赢得 2022 年</blockquote>

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":608281020,"tweetId":"608281020","gmtCreate":1638748833823,"gmtModify":1638748833987,"author":{"id":3581743394055717,"idStr":"3581743394055717","authorId":3581743394055717,"authorIdStr":"3581743394055717","name":"Zero_onezero","avatar":"https://static.tigerbbs.com/f93660d80ec28ae67a094cb5c0c44350","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>Woo</body></html>","htmlText":"<html><head></head><body>Woo</body></html>","text":"Woo","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/608281020","repostId":1131285218,"repostType":4,"repost":{"id":"1131285218","kind":"news","pubTimestamp":1638748664,"share":"https://www.laohu8.com/m/news/1131285218?lang=zh_CN&edition=full","pubTime":"2021-12-06 07:57","market":"us","language":"en","title":"Semiconductors could keep rolling, but memory stocks may win 2022<blockquote>半导体可能会继续上涨，但内存股可能会赢得 2022 年</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1131285218","media":"seekingalpha","summary":"The broader semiconductor industry is expected to continue its outperformance for the next couple of","content":" The broader semiconductor industry is expected to continue its outperformance for the next couple of quarters, but stocks tied to memory and storage could be the real stars of 2022.<blockquote>更广泛的半导体行业预计将在未来几个季度继续表现出色，但与内存和存储相关的股票可能是 2022 年真正的明星。</blockquote> Semiconductor names like AMD (NASDAQ:AMD), Nvidia (NASDAQ:NVDA) and Marvell Technology (NASDAQ:MRVL) have outperformed the broader indices, but that they could be surpassed by companies tied memory and specifically, DRAM storage.<blockquote>AMD（纳斯达克股票代码：AMD）、Nvidia（纳斯达克股票代码：NVDA）和 Marvell Technology（纳斯达克股票代码：MRVL）等半导体公司的表现优于更广泛的指数，但它们可能会被绑定内存，特别是 DRAM 存储的公司超越。</blockquote> Bank of America analyst Vivek Arya notes that the fourth and first-quarters of any calendar years have \"consistently\" been the two best quarters to own semiconductors, outperforming the broader Semiconductor Index (NASDAQ:SOXX) by at least 3.5%. That is likely to continue into 2022, as the industry benefits from a shortage - in turn, supporting pricing - and continued advancements in artificial intelligence and cloud computing.<blockquote>美国银行分析师 Vivek Arya 指出，任何日历年的第四季度和第一季度“始终”是拥有半导体的两个最佳季度，跑赢更广泛的半导体指数（纳斯达克股票代码：SOXX）至少 3.5%。这种情况可能会持续到 2022 年，因为该行业受益于短缺（进而支撑定价）以及人工智能和云计算的持续进步。</blockquote> While companies like Nvidia (NVDA), AMD (AMD) and Marvell (MRVL) are likely to benefit in the long term, the drastic short-term outperformance could be coming to an end.<blockquote>虽然英伟达 (NVDA)、AMD (AMD) 和 Marvell (MRVL) 等公司可能会从长期来看受益，但短期内大幅优异的表现可能即将结束。</blockquote> Arya said that despite the Semiconductor Index (NASDAQ:SOX) being up 40% this year, versus a 24% gain by the S&amp;P 500 (SP500), and even with seasonal momentum, there's a sense that investors are still cautious about getting into the chip sector,<blockquote>Arya表示，尽管半导体指数（纳斯达克股票代码：SOX）今年上涨了40%，而标普500指数（SP500）上涨了24%，即使有季节性势头，投资者仍然对进入芯片行业持谨慎态度，</blockquote> \"Their biggest concern in our view is the risk of peaking demand, and deceleration in pricing [and] growth on tougher [year-over-year] calendar year 2022 compares and potential overinvestment in industry capacity,\" Arya said in a research note.<blockquote>Arya 在一份研究报告中表示：“我们认为，他们最大的担忧是需求见顶的风险、2022 年[同比]日历年更加艰难的情况下定价[和]增长放缓以及行业产能的潜在过度投资。”</blockquote> Arya lists Nvidia (NVDA), AMD (AMD) and Marvell (MRVL) as his three favorite stocks, with price targets of $375, $175 and $80, respectively. Other companies, such as ON Semiconductor (NASDAQ:ON), KLA Corp. (NASDAQ:KLAC), Teradyne (NASDAQ:TER), GlobalFoundries (NASDAQ:GFS) and Applied Materials (NASDAQ:AMAT) are also viewed favorably.<blockquote>Arya 将 Nvidia (NVDA)、AMD (AMD) 和 Marvell (MRVL) 列为他最喜欢的三只股票，目标价分别为 375 美元、175 美元和 80 美元。安森美半导体（纳斯达克股票代码：ON）、KLA Corp.（纳斯达克股票代码：KLAC）、泰瑞达（纳斯达克股票代码：TER）、GlobalFoundries（纳斯达克股票代码：GFS）和应用材料（纳斯达克股票代码：AMAT）等其他公司也受到青睐。</blockquote> The analyst notes that semiconductor stocks should benefit from a relative underweighting in active portfolios, having declined to a nine-month low in September 2021. Stocks, such as Nvidia (NVDA) may be widely owned by individual investors, but active fund managers have kept their positions in the company to merely market-weight.<blockquote>该分析师指出，半导体股应该受益于活跃投资组合的相对减持，该股在 2021 年 9 月跌至九个月低点。英伟达 (NVDA) 等股票可能被个人投资者广泛持有，但活跃的基金经理仅将其在该公司的头寸保持在市场权重范围内。</blockquote> Other themes, such as electric vehicles and the burgeoning metaverse will keep semiconductors in the eyes of investors as \"arms-dealers,\" but it's possible the semiconductor index peaks ahead of the sales peak, which could happen in the next half of 2022.<blockquote>电动汽车和蓬勃发展的元宇宙等其他主题将使半导体在投资者眼中保持“军火商”的地位，但半导体指数有可能在销售高峰之前见顶，销售高峰可能会发生在 2022 年下半年。</blockquote> Negative events such as slowing sales growth - expected to be between 8% and 10% next year - rising labor costs and whether the industry can raise prices and pass those on to customers are also concerns among investors.<blockquote>投资者也担心销售增长放缓（预计明年将在 8% 至 10% 之间）、劳动力成本上升以及该行业能否提高价格并将价格转嫁给客户等负面事件。</blockquote> To keep the party going, Arya adds that there could be benefits from moving manufacturing to the U.S. and if the federal government were to pass the U.S. Chips Act, currently being debated in the House of Representatives.<blockquote>为了让该党继续下去，艾莉亚补充说，将制造业转移到美国可能会有好处，如果联邦政府通过目前正在众议院辩论的《美国芯片法案》。</blockquote> Citigroup analyst Peter Lee said that memory stocks should outperform the broader semiconductor industry next year, due to a possible memory supply shortage, as the U.S. government is blocking DRAM equipment makers from exporting certain tools to China, hurting DRAM supply coming out of the world's most populous country.<blockquote>花旗集团分析师 Peter Lee 表示，由于可能出现内存供应短缺，内存股明年的表现应该会优于更广泛的半导体行业，因为美国政府正在阻止 DRAM 设备制造商向中国出口某些工具，损害了来自这个世界上人口最多国家的 DRAM 供应。</blockquote> As such, Citigroup reiterated its buy rating on Samsung (OTC:SSNLF) and Micron (NASDAQ:MU) as the research firm believes the memory market \"will exit from the short-term downturn\" it will likely deal with between the fourth of 2021 and the second quarter of 2022, before recovering through the rest of the year.<blockquote>因此，花旗集团重申了对三星（场外交易代码：SSNLF）和美光（纳斯达克代码：MU）的买入评级，因为该研究公司认为存储器市场“将摆脱短期低迷”，可能会在 2021 年第四季度和 2022 年第二季度，然后在今年剩余时间内复苏。</blockquote> Concerning the Omicron COVID-19 variant, it's likely that demand for memory will \"remain resilient\" as it has during past resurgences of the virus, but some mobile demand could be \"dented,\" Lee acknowledged.<blockquote>关于奥密克戎 COVID-19 变种，对内存的需求可能会像过去病毒卷土重来期间一样“保持弹性”，但一些移动需求可能会“受到削弱”，李承认。</blockquote> Nvidia (NVDA) shares outperformed in November and in the short-term, are likely to continue outperforming, as the trend is seen as an investor's friend.<blockquote>英伟达 (NVDA) 股票在 11 月份跑赢大盘，短期内可能会继续跑赢大盘，因为这一趋势被视为投资者的朋友。</blockquote>","source":"lsy1638401102509","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nSemiconductors could keep rolling, but memory stocks may win 2022<blockquote>半导体可能会继续上涨，但内存股可能会赢得 2022 年</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nseekingalpha2021-12-06 07:57\n\n</h4>\n</header>\n<article>\n The broader semiconductor industry is expected to continue its outperformance for the next couple of quarters, but stocks tied to memory and storage could be the real stars of 2022.<blockquote>更广泛的半导体行业预计将在未来几个季度继续表现出色，但与内存和存储相关的股票可能是 2022 年真正的明星。</blockquote> Semiconductor names like AMD (NASDAQ:AMD), Nvidia (NASDAQ:NVDA) and Marvell Technology (NASDAQ:MRVL) have outperformed the broader indices, but that they could be surpassed by companies tied memory and specifically, DRAM storage.<blockquote>AMD（纳斯达克股票代码：AMD）、Nvidia（纳斯达克股票代码：NVDA）和 Marvell Technology（纳斯达克股票代码：MRVL）等半导体公司的表现优于更广泛的指数，但它们可能会被绑定内存，特别是 DRAM 存储的公司超越。</blockquote> Bank of America analyst Vivek Arya notes that the fourth and first-quarters of any calendar years have \"consistently\" been the two best quarters to own semiconductors, outperforming the broader Semiconductor Index (NASDAQ:SOXX) by at least 3.5%. That is likely to continue into 2022, as the industry benefits from a shortage - in turn, supporting pricing - and continued advancements in artificial intelligence and cloud computing.<blockquote>美国银行分析师 Vivek Arya 指出，任何日历年的第四季度和第一季度“始终”是拥有半导体的两个最佳季度，跑赢更广泛的半导体指数（纳斯达克股票代码：SOXX）至少 3.5%。这种情况可能会持续到 2022 年，因为该行业受益于短缺（进而支撑定价）以及人工智能和云计算的持续进步。</blockquote> While companies like Nvidia (NVDA), AMD (AMD) and Marvell (MRVL) are likely to benefit in the long term, the drastic short-term outperformance could be coming to an end.<blockquote>虽然英伟达 (NVDA)、AMD (AMD) 和 Marvell (MRVL) 等公司可能会从长期来看受益，但短期内大幅优异的表现可能即将结束。</blockquote> Arya said that despite the Semiconductor Index (NASDAQ:SOX) being up 40% this year, versus a 24% gain by the S&amp;P 500 (SP500), and even with seasonal momentum, there's a sense that investors are still cautious about getting into the chip sector,<blockquote>Arya表示，尽管半导体指数（纳斯达克股票代码：SOX）今年上涨了40%，而标普500指数（SP500）上涨了24%，即使有季节性势头，投资者仍然对进入芯片行业持谨慎态度，</blockquote> \"Their biggest concern in our view is the risk of peaking demand, and deceleration in pricing [and] growth on tougher [year-over-year] calendar year 2022 compares and potential overinvestment in industry capacity,\" Arya said in a research note.<blockquote>Arya 在一份研究报告中表示：“我们认为，他们最大的担忧是需求见顶的风险、2022 年[同比]日历年更加艰难的情况下定价[和]增长放缓以及行业产能的潜在过度投资。”</blockquote> Arya lists Nvidia (NVDA), AMD (AMD) and Marvell (MRVL) as his three favorite stocks, with price targets of $375, $175 and $80, respectively. Other companies, such as ON Semiconductor (NASDAQ:ON), KLA Corp. (NASDAQ:KLAC), Teradyne (NASDAQ:TER), GlobalFoundries (NASDAQ:GFS) and Applied Materials (NASDAQ:AMAT) are also viewed favorably.<blockquote>Arya 将 Nvidia (NVDA)、AMD (AMD) 和 Marvell (MRVL) 列为他最喜欢的三只股票，目标价分别为 375 美元、175 美元和 80 美元。安森美半导体（纳斯达克股票代码：ON）、KLA Corp.（纳斯达克股票代码：KLAC）、泰瑞达（纳斯达克股票代码：TER）、GlobalFoundries（纳斯达克股票代码：GFS）和应用材料（纳斯达克股票代码：AMAT）等其他公司也受到青睐。</blockquote> The analyst notes that semiconductor stocks should benefit from a relative underweighting in active portfolios, having declined to a nine-month low in September 2021. Stocks, such as Nvidia (NVDA) may be widely owned by individual investors, but active fund managers have kept their positions in the company to merely market-weight.<blockquote>该分析师指出，半导体股应该受益于活跃投资组合的相对减持，该股在 2021 年 9 月跌至九个月低点。英伟达 (NVDA) 等股票可能被个人投资者广泛持有，但活跃的基金经理仅将其在该公司的头寸保持在市场权重范围内。</blockquote> Other themes, such as electric vehicles and the burgeoning metaverse will keep semiconductors in the eyes of investors as \"arms-dealers,\" but it's possible the semiconductor index peaks ahead of the sales peak, which could happen in the next half of 2022.<blockquote>电动汽车和蓬勃发展的元宇宙等其他主题将使半导体在投资者眼中保持“军火商”的地位，但半导体指数有可能在销售高峰之前见顶，销售高峰可能会发生在 2022 年下半年。</blockquote> Negative events such as slowing sales growth - expected to be between 8% and 10% next year - rising labor costs and whether the industry can raise prices and pass those on to customers are also concerns among investors.<blockquote>投资者也担心销售增长放缓（预计明年将在 8% 至 10% 之间）、劳动力成本上升以及该行业能否提高价格并将价格转嫁给客户等负面事件。</blockquote> To keep the party going, Arya adds that there could be benefits from moving manufacturing to the U.S. and if the federal government were to pass the U.S. Chips Act, currently being debated in the House of Representatives.<blockquote>为了让该党继续下去，艾莉亚补充说，将制造业转移到美国可能会有好处，如果联邦政府通过目前正在众议院辩论的《美国芯片法案》。</blockquote> Citigroup analyst Peter Lee said that memory stocks should outperform the broader semiconductor industry next year, due to a possible memory supply shortage, as the U.S. government is blocking DRAM equipment makers from exporting certain tools to China, hurting DRAM supply coming out of the world's most populous country.<blockquote>花旗集团分析师 Peter Lee 表示，由于可能出现内存供应短缺，内存股明年的表现应该会优于更广泛的半导体行业，因为美国政府正在阻止 DRAM 设备制造商向中国出口某些工具，损害了来自这个世界上人口最多国家的 DRAM 供应。</blockquote> As such, Citigroup reiterated its buy rating on Samsung (OTC:SSNLF) and Micron (NASDAQ:MU) as the research firm believes the memory market \"will exit from the short-term downturn\" it will likely deal with between the fourth of 2021 and the second quarter of 2022, before recovering through the rest of the year.<blockquote>因此，花旗集团重申了对三星（场外交易代码：SSNLF）和美光（纳斯达克代码：MU）的买入评级，因为该研究公司认为存储器市场“将摆脱短期低迷”，可能会在 2021 年第四季度和 2022 年第二季度，然后在今年剩余时间内复苏。</blockquote> Concerning the Omicron COVID-19 variant, it's likely that demand for memory will \"remain resilient\" as it has during past resurgences of the virus, but some mobile demand could be \"dented,\" Lee acknowledged.<blockquote>关于奥密克戎 COVID-19 变种，对内存的需求可能会像过去病毒卷土重来期间一样“保持弹性”，但一些移动需求可能会“受到削弱”，李承认。</blockquote> Nvidia (NVDA) shares outperformed in November and in the short-term, are likely to continue outperforming, as the trend is seen as an investor's friend.<blockquote>英伟达 (NVDA) 股票在 11 月份跑赢大盘，短期内可能会继续跑赢大盘，因为这一趋势被视为投资者的朋友。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://seekingalpha.com/news/3776624-semiconductors-could-keep-rolling-but-memory-stocks-may-win-2022\">seekingalpha</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":{"TER":"泰瑞达","AMAT":"应用材料","KLAC":"科磊","MRVL":"迈威尔科技","NVDA":"英伟达","GFS":"GLOBALFOUNDRIES Inc.","ON":"安森美半导体","AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/news/3776624-semiconductors-could-keep-rolling-but-memory-stocks-may-win-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131285218","content_text":"The broader semiconductor industry is expected to continue its outperformance for the next couple of quarters, but stocks tied to memory and storage could be the real stars of 2022.\nSemiconductor names like AMD (NASDAQ:AMD), Nvidia (NASDAQ:NVDA) and Marvell Technology (NASDAQ:MRVL) have outperformed the broader indices, but that they could be surpassed by companies tied memory and specifically, DRAM storage.\nBank of America analyst Vivek Arya notes that the fourth and first-quarters of any calendar years have \"consistently\" been the two best quarters to own semiconductors, outperforming the broader Semiconductor Index (NASDAQ:SOXX) by at least 3.5%. That is likely to continue into 2022, as the industry benefits from a shortage - in turn, supporting pricing - and continued advancements in artificial intelligence and cloud computing.\nWhile companies like Nvidia (NVDA), AMD (AMD) and Marvell (MRVL) are likely to benefit in the long term, the drastic short-term outperformance could be coming to an end.\nArya said that despite the Semiconductor Index (NASDAQ:SOX) being up 40% this year, versus a 24% gain by the S&P 500 (SP500), and even with seasonal momentum, there's a sense that investors are still cautious about getting into the chip sector,\n\"Their biggest concern in our view is the risk of peaking demand, and deceleration in pricing [and] growth on tougher [year-over-year] calendar year 2022 compares and potential overinvestment in industry capacity,\" Arya said in a research note.\nArya lists Nvidia (NVDA), AMD (AMD) and Marvell (MRVL) as his three favorite stocks, with price targets of $375, $175 and $80, respectively. Other companies, such as ON Semiconductor (NASDAQ:ON), KLA Corp. (NASDAQ:KLAC), Teradyne (NASDAQ:TER), GlobalFoundries (NASDAQ:GFS) and Applied Materials (NASDAQ:AMAT) are also viewed favorably.\nThe analyst notes that semiconductor stocks should benefit from a relative underweighting in active portfolios, having declined to a nine-month low in September 2021. Stocks, such as Nvidia (NVDA) may be widely owned by individual investors, but active fund managers have kept their positions in the company to merely market-weight.\nOther themes, such as electric vehicles and the burgeoning metaverse will keep semiconductors in the eyes of investors as \"arms-dealers,\" but it's possible the semiconductor index peaks ahead of the sales peak, which could happen in the next half of 2022.\nNegative events such as slowing sales growth - expected to be between 8% and 10% next year - rising labor costs and whether the industry can raise prices and pass those on to customers are also concerns among investors.\nTo keep the party going, Arya adds that there could be benefits from moving manufacturing to the U.S. and if the federal government were to pass the U.S. Chips Act, currently being debated in the House of Representatives.\nCitigroup analyst Peter Lee said that memory stocks should outperform the broader semiconductor industry next year, due to a possible memory supply shortage, as the U.S. government is blocking DRAM equipment makers from exporting certain tools to China, hurting DRAM supply coming out of the world's most populous country.\nAs such, Citigroup reiterated its buy rating on Samsung (OTC:SSNLF) and Micron (NASDAQ:MU) as the research firm believes the memory market \"will exit from the short-term downturn\" it will likely deal with between the fourth of 2021 and the second quarter of 2022, before recovering through the rest of the year.\nConcerning the Omicron COVID-19 variant, it's likely that demand for memory will \"remain resilient\" as it has during past resurgences of the virus, but some mobile demand could be \"dented,\" Lee acknowledged.\nNvidia (NVDA) shares outperformed in November and in the short-term, are likely to continue outperforming, as the trend is seen as an investor's friend.","news_type":1,"symbols_score_info":{"AMAT":0.9,"TER":0.9,"GFS":0.9,"AMD":0.9,"NVDA":0.9,"MRVL":0.9,"ON":0.9,"KLAC":0.9}},"isVote":1,"tweetType":1,"viewCount":1188,"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":3,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/608281020"}