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2021-12-22
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Nvidia, Marvell and Micron among top semi stocks for 2022, UBS says<blockquote>瑞银表示，Nvidia、Marvell和Micron跻身2022年半导体股票之列</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":691324319,"tweetId":"691324319","gmtCreate":1640139821059,"gmtModify":1640139821597,"author":{"id":3582248650466523,"idStr":"3582248650466523","authorId":3582248650466523,"authorIdStr":"3582248650466523","name":"Victorhc88","avatar":"https://static.tigerbbs.com/d72a1d9498132424b1eddb4db3c77265","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":53,"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":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/691324319","repostId":1132502645,"repostType":4,"repost":{"id":"1132502645","kind":"news","pubTimestamp":1640138400,"share":"https://www.laohu8.com/m/news/1132502645?lang=zh_CN&edition=full","pubTime":"2021-12-22 10:00","market":"us","language":"en","title":"Nvidia, Marvell and Micron among top semi stocks for 2022, UBS says<blockquote>瑞银表示，Nvidia、Marvell和Micron跻身2022年半导体股票之列</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1132502645","media":"Seeking Alpha","summary":"Nvidia(NASDAQ:NVDA), Marvell Technology(NASDAQ:MRVL) and Micron(NASDAQ:MU) are among the top semicon","content":"<p>Nvidia(NASDAQ:NVDA), Marvell Technology(NASDAQ:MRVL) and Micron(NASDAQ:MU) are among the top semiconductor stocks for 2022 at UBS, as the investment firm favors companies that have exposure to artificial intelligence and edge computing.</p><p><blockquote>英伟达（纳斯达克股票代码：NVDA）、Marvell Technology（纳斯达克股票代码：MRVL）和美光科技（纳斯达克股票代码：MU）是瑞银2022年顶级半导体股票之一，因为该投资公司青睐涉足人工智能和边缘计算的公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4a1c53ba379b52dcd7584cb55a0b11a\" tg-width=\"1536\" tg-height=\"1053\" width=\"100%\" height=\"auto\"><span>David Becker/Getty Images News</span></p><p><blockquote><p class=\"t-img-caption\"><span>大卫·贝克尔/盖蒂图片社新闻</span></p></blockquote></p><p> Analyst Timothy Arcuri believes that Nvidia (NVDA) is likely to benefit as it builds more \"stable\" revenue sources around its GPU and software moats, while Marvell (MRVL) is capable of using its \"broad portfolio\" and 5 nanometer investments into a host of new applications and opportunities. UBS has a buy rating on Nvidia (NVDA).</p><p><blockquote>分析师Timothy Arcuri认为，Nvidia(NVDA)可能会受益，因为它围绕其GPU和软件护城河建立了更“稳定”的收入来源，而Marvell(MRVL)有能力利用其“广泛的产品组合”和5纳米投资进入许多新的应用程序和机会。瑞银对英伟达(NVDA)给予买入评级。</blockquote></p><p> Micron (MU), which reported third-quarter earnings on Monday that beat Wall Street expectations, is likely to benefit in 2022 as an increase in memory could \"drive a re-rating as DRAM cycles are becoming more durable,\" UBS wrote. Arcuri has a buy rating on Micron (MU) shares.</p><p><blockquote>瑞银写道，美光科技(MU)周一公布的第三季度收益超出了华尔街的预期，该公司可能会在2022年受益，因为内存的增长可能“随着DRAM周期变得更加持久，推动重新评级”。Arcuri对美光科技(MU)股票给予买入评级。</blockquote></p><p> Lam Research(NASDAQ:LRCX) is also likely to benefit in 2022, as UBS sees a \"hockey stick\"-like growth in NAND Wafer Fab Equipment and Teradyne(NASDAQ:TER)should benefit from the system-on-a-chip test market \"is biased potentially much higher in '22 as it 'catches up' with front-end WFE.\"</p><p><blockquote>泛林研究（纳斯达克股票代码：LRCX）也可能在2022年受益，因为瑞银认为NAND晶圆厂设备将出现“曲棍球棒”式增长，而泰瑞达（纳斯达克股票代码：TER）应该会受益于片上系统测试市场“随着‘赶上’前端WFE，22年的偏差可能会高得多。”</blockquote></p><p> Additionally, companies like Broadcom(NASDAQ:AVGO), Synopsys(NASDAQ:SNPS), Analog Devices(NASDAQ:ADI)and Intel(NASDAQ:INTC)are all likely to benefit for a variety of different reasons, with Broadcom (AVGO) offering cyclical downside protection. Synopsys (SNPS) has a strong digital position, while Analog Digital Devices (ADI) could benefit from cost synergies of the Maxim deal.</p><p><blockquote>此外，博通（纳斯达克：AVGO）、新思科技（纳斯达克：SNPS）、ADI（纳斯达克：ADI）和英特尔（纳斯达克：INTC）等公司都可能因各种不同的原因受益，其中博通（AVGO）提供周期性下行保护。Synopsys(SNPS)拥有强大的数字地位，而Analog Digital Devices(ADI)可以从Maxim交易的成本协同效应中受益。</blockquote></p><p> Intel (INTC), which has been beleaguered in recent years, is \"starting to close the competitive gap in terms of product roadmap with Alder Lake and Sapphire Rapids, but the substantial [capital expenditure] and uncertain return associated with foundry efforts keep us on the sidelines,\" Arcuri wrote in a note to investors, rating shares neutral.</p><p><blockquote>近年来陷入困境的英特尔(INTC)“开始缩小与Alder Lake和Sapphire Rapids在产品路线图方面的竞争差距，但与代工工作相关的巨额[资本支出]和不确定的回报让我们保持观望，”阿库里在给投资者的一份报告中写道，股票评级为中性。</blockquote></p><p> The picture for other major chipmakers like Advanced Micro Devices(NASDAQ:AMD)and Qualcomm(NASDAQ:QCOM)is more mixed, with Arcuri citing Intel's (INTC) ability to close the gap with AMD, while Qualcomm is tied to a \"mmWave ramp that still seems a ways out.\"</p><p><blockquote>Advanced Micro Devices（纳斯达克股票代码：AMD）和高通（纳斯达克股票代码：QCOM）等其他主要芯片制造商的情况则更加复杂，Arcuri引用了英特尔（INTC）缩小与AMD差距的能力，而高通则与“毫米波斜坡”联系在一起这似乎仍然是一条出路。”</blockquote></p><p> Last week, Qualcomm (QCOM) was named Morgan Stanley's top semiconductor stock heading into 2022, as the company is likely to benefit from continued growth in the smartphone business, notably 5G, and the company's growing exposure to the automotive and Internet of Things business.</p><p><blockquote>上周，高通(QCOM)被摩根士丹利评为进入2022年的顶级半导体股票，因为该公司可能会受益于智能手机业务（尤其是5G）的持续增长，以及该公司在汽车和物联网业务方面不断增长的敞口。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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}\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\">\nNvidia, Marvell and Micron among top semi stocks for 2022, UBS says<blockquote>瑞银表示，Nvidia、Marvell和Micron跻身2022年半导体股票之列</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-22 10:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Nvidia(NASDAQ:NVDA), Marvell Technology(NASDAQ:MRVL) and Micron(NASDAQ:MU) are among the top semiconductor stocks for 2022 at UBS, as the investment firm favors companies that have exposure to artificial intelligence and edge computing.</p><p><blockquote>英伟达（纳斯达克股票代码：NVDA）、Marvell Technology（纳斯达克股票代码：MRVL）和美光科技（纳斯达克股票代码：MU）是瑞银2022年顶级半导体股票之一，因为该投资公司青睐涉足人工智能和边缘计算的公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4a1c53ba379b52dcd7584cb55a0b11a\" tg-width=\"1536\" tg-height=\"1053\" width=\"100%\" height=\"auto\"><span>David Becker/Getty Images News</span></p><p><blockquote><p class=\"t-img-caption\"><span>大卫·贝克尔/盖蒂图片社新闻</span></p></blockquote></p><p> Analyst Timothy Arcuri believes that Nvidia (NVDA) is likely to benefit as it builds more \"stable\" revenue sources around its GPU and software moats, while Marvell (MRVL) is capable of using its \"broad portfolio\" and 5 nanometer investments into a host of new applications and opportunities. UBS has a buy rating on Nvidia (NVDA).</p><p><blockquote>分析师Timothy Arcuri认为，Nvidia(NVDA)可能会受益，因为它围绕其GPU和软件护城河建立了更“稳定”的收入来源，而Marvell(MRVL)有能力利用其“广泛的产品组合”和5纳米投资进入许多新的应用程序和机会。瑞银对英伟达(NVDA)给予买入评级。</blockquote></p><p> Micron (MU), which reported third-quarter earnings on Monday that beat Wall Street expectations, is likely to benefit in 2022 as an increase in memory could \"drive a re-rating as DRAM cycles are becoming more durable,\" UBS wrote. Arcuri has a buy rating on Micron (MU) shares.</p><p><blockquote>瑞银写道，美光科技(MU)周一公布的第三季度收益超出了华尔街的预期，该公司可能会在2022年受益，因为内存的增长可能“随着DRAM周期变得更加持久，推动重新评级”。Arcuri对美光科技(MU)股票给予买入评级。</blockquote></p><p> Lam Research(NASDAQ:LRCX) is also likely to benefit in 2022, as UBS sees a \"hockey stick\"-like growth in NAND Wafer Fab Equipment and Teradyne(NASDAQ:TER)should benefit from the system-on-a-chip test market \"is biased potentially much higher in '22 as it 'catches up' with front-end WFE.\"</p><p><blockquote>泛林研究（纳斯达克股票代码：LRCX）也可能在2022年受益，因为瑞银认为NAND晶圆厂设备将出现“曲棍球棒”式增长，而泰瑞达（纳斯达克股票代码：TER）应该会受益于片上系统测试市场“随着‘赶上’前端WFE，22年的偏差可能会高得多。”</blockquote></p><p> Additionally, companies like Broadcom(NASDAQ:AVGO), Synopsys(NASDAQ:SNPS), Analog Devices(NASDAQ:ADI)and Intel(NASDAQ:INTC)are all likely to benefit for a variety of different reasons, with Broadcom (AVGO) offering cyclical downside protection. Synopsys (SNPS) has a strong digital position, while Analog Digital Devices (ADI) could benefit from cost synergies of the Maxim deal.</p><p><blockquote>此外，博通（纳斯达克：AVGO）、新思科技（纳斯达克：SNPS）、ADI（纳斯达克：ADI）和英特尔（纳斯达克：INTC）等公司都可能因各种不同的原因受益，其中博通（AVGO）提供周期性下行保护。Synopsys(SNPS)拥有强大的数字地位，而Analog Digital Devices(ADI)可以从Maxim交易的成本协同效应中受益。</blockquote></p><p> Intel (INTC), which has been beleaguered in recent years, is \"starting to close the competitive gap in terms of product roadmap with Alder Lake and Sapphire Rapids, but the substantial [capital expenditure] and uncertain return associated with foundry efforts keep us on the sidelines,\" Arcuri wrote in a note to investors, rating shares neutral.</p><p><blockquote>近年来陷入困境的英特尔(INTC)“开始缩小与Alder Lake和Sapphire Rapids在产品路线图方面的竞争差距，但与代工工作相关的巨额[资本支出]和不确定的回报让我们保持观望，”阿库里在给投资者的一份报告中写道，股票评级为中性。</blockquote></p><p> The picture for other major chipmakers like Advanced Micro Devices(NASDAQ:AMD)and Qualcomm(NASDAQ:QCOM)is more mixed, with Arcuri citing Intel's (INTC) ability to close the gap with AMD, while Qualcomm is tied to a \"mmWave ramp that still seems a ways out.\"</p><p><blockquote>Advanced Micro Devices（纳斯达克股票代码：AMD）和高通（纳斯达克股票代码：QCOM）等其他主要芯片制造商的情况则更加复杂，Arcuri引用了英特尔（INTC）缩小与AMD差距的能力，而高通则与“毫米波斜坡”联系在一起这似乎仍然是一条出路。”</blockquote></p><p> Last week, Qualcomm (QCOM) was named Morgan Stanley's top semiconductor stock heading into 2022, as the company is likely to benefit from continued growth in the smartphone business, notably 5G, and the company's growing exposure to the automotive and Internet of Things business.</p><p><blockquote>上周，高通(QCOM)被摩根士丹利评为进入2022年的顶级半导体股票，因为该公司可能会受益于智能手机业务（尤其是5G）的持续增长，以及该公司在汽车和物联网业务方面不断增长的敞口。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3782338-nvidia-marvell-and-micron-among-top-semi-stocks-for-2022-ubs-says\">Seeking Alpha</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":{"MU":"美光科技","MRVL":"迈威尔科技","NVDA":"英伟达"},"source_url":"https://seekingalpha.com/news/3782338-nvidia-marvell-and-micron-among-top-semi-stocks-for-2022-ubs-says","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132502645","content_text":"Nvidia(NASDAQ:NVDA), Marvell Technology(NASDAQ:MRVL) and Micron(NASDAQ:MU) are among the top semiconductor stocks for 2022 at UBS, as the investment firm favors companies that have exposure to artificial intelligence and edge computing.\nDavid Becker/Getty Images News\nAnalyst Timothy Arcuri believes that Nvidia (NVDA) is likely to benefit as it builds more \"stable\" revenue sources around its GPU and software moats, while Marvell (MRVL) is capable of using its \"broad portfolio\" and 5 nanometer investments into a host of new applications and opportunities. UBS has a buy rating on Nvidia (NVDA).\nMicron (MU), which reported third-quarter earnings on Monday that beat Wall Street expectations, is likely to benefit in 2022 as an increase in memory could \"drive a re-rating as DRAM cycles are becoming more durable,\" UBS wrote. Arcuri has a buy rating on Micron (MU) shares.\nLam Research(NASDAQ:LRCX) is also likely to benefit in 2022, as UBS sees a \"hockey stick\"-like growth in NAND Wafer Fab Equipment and Teradyne(NASDAQ:TER)should benefit from the system-on-a-chip test market \"is biased potentially much higher in '22 as it 'catches up' with front-end WFE.\"\nAdditionally, companies like Broadcom(NASDAQ:AVGO), Synopsys(NASDAQ:SNPS), Analog Devices(NASDAQ:ADI)and Intel(NASDAQ:INTC)are all likely to benefit for a variety of different reasons, with Broadcom (AVGO) offering cyclical downside protection. Synopsys (SNPS) has a strong digital position, while Analog Digital Devices (ADI) could benefit from cost synergies of the Maxim deal.\nIntel (INTC), which has been beleaguered in recent years, is \"starting to close the competitive gap in terms of product roadmap with Alder Lake and Sapphire Rapids, but the substantial [capital expenditure] and uncertain return associated with foundry efforts keep us on the sidelines,\" Arcuri wrote in a note to investors, rating shares neutral.\nThe picture for other major chipmakers like Advanced Micro Devices(NASDAQ:AMD)and Qualcomm(NASDAQ:QCOM)is more mixed, with Arcuri citing Intel's (INTC) ability to close the gap with AMD, while Qualcomm is tied to a \"mmWave ramp that still seems a ways out.\"\nLast week, Qualcomm (QCOM) was named Morgan Stanley's top semiconductor stock heading into 2022, as the company is likely to benefit from continued growth in the smartphone business, notably 5G, and the company's growing exposure to the automotive and Internet of Things business.","news_type":1,"symbols_score_info":{"MU":0.9,"NVDA":0.9,"MRVL":0.9}},"isVote":1,"tweetType":1,"viewCount":951,"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":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/691324319"}
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