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2021-09-10

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What Stocks Could Gain When the Chip Shortage Ends? It’s More Than Just Car Makers.<blockquote>芯片短缺结束后哪些股票可能会上涨？不仅仅是汽车制造商。</blockquote>

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It’s More Than Just Car Makers.<blockquote>芯片短缺结束后哪些股票可能会上涨？不仅仅是汽车制造商。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1173145604","media":"Barrons","summary":"Semiconductors of all shapes and sizes will remain scarce well into next year, but BMO Capital Marke","content":"Semiconductors of all shapes and sizes will remain&nbsp;scarce&nbsp;well into next year, but BMO Capital Markets says the worst of the shortage may well be past. In a Thursday research report, it suggested a few companies, beyond the obvious winners, that might benefit.<blockquote>到明年，各种形状和尺寸的半导体仍将稀缺，但BMO资本市场表示，最严重的短缺时期很可能已经过去。在周四的一份研究报告中，它表示，除了明显的赢家之外，还有一些公司可能会受益。</blockquote> Since the first signs of the shortage&nbsp;began to appear over a year ago, chip producers have been seeking to tackle the problem. They have announced plans for vast amounts of capital spending to&nbsp;expand production capacity, and other measures to ramp up their output. Auto makers clearly stand to gain as those efforts bear fruit, given that their production has been constrained by a lack of chips, but there are many other winners, according to BMO Capital.<blockquote>自从一年多前开始出现短缺的第一个迹象以来，芯片生产商一直在寻求解决这个问题。他们宣布了大量资本支出以扩大产能的计划，以及其他提高产量的措施。BMO Capital表示，鉴于汽车制造商的生产受到芯片缺乏的限制，随着这些努力取得成果，汽车制造商显然将受益，但还有许多其他赢家。</blockquote> Chemical companies:Producers of chemicals don’t use chips for their own products, but BMO analyst John McNulty said they have been hurt because their products areused by auto makers. Several names he covers—&nbsp;DuPont(ticker: DD),PPG Industries(PPG),Axalta Coating Systems(AXTA), Ingevity (NGVT), Chemours (CC), and&nbsp;Celanese(CE)&nbsp;—&nbsp;have at least 10% of sales ultimately tied to auto makers.<blockquote>化工企业：化学品生产商不会在自己的产品中使用芯片，但BMO分析师约翰·麦纽提表示，他们受到了伤害，因为他们的产品被汽车制造商使用。他涵盖的几家公司——杜邦公司（股票代码：DD）、PPG Industries(PPG)、艾仕得涂料系统公司(AXTA)、Ingevity(NGVT)、科慕公司(CC)和塞拉尼斯(CE)——至少有10%的销售额最终与汽车制造商有关。</blockquote> McNulty said that revenue will likely pick up in the second half of 2022, or in 2023, when auto production swings up. “We believe the names exposed have a relatively clear runway ahead and largely offer compelling risk/reward profiles,” he said.<blockquote>McNulty表示，收入可能会在2022年下半年或2023年汽车产量上升时回升。他表示：“我们相信，所暴露的名字有一个相对清晰的未来跑道，并且在很大程度上提供了令人信服的风险/回报状况。”</blockquote> Leisure:Like car makers, companies that make vehicles for all sorts of outdoor recreation—from motorcycles to snowmobiles and small boats—have suffered from a lack of chips. BMO’s Gerrick Johnson wrote that companies such as&nbsp;Harley&nbsp;-&nbsp;Davidson(HOG), BRP (DOO. Toronto), and Polaris (PII), are increasingly saying that chips are the primary reason they are experiencing slowed production. Previously, shortages of labor and materials such as foam were causing problems.<blockquote>休闲：与汽车制造商一样，生产各种户外休闲车辆（从摩托车到雪地车和小船）的公司也面临着芯片短缺的问题。BMO的Gerrick Johnson写道，哈雷戴维森(HOG)、BRP(DOO.Toronto)和北极星(PII)等公司越来越多地表示，芯片是他们生产放缓的主要原因。此前，劳动力和泡沫等材料的短缺正在引发问题。</blockquote> Recreational-vehicle manufacturers appear&nbsp;less concerned about chip shortages, according to Johnson.RVs,made by the likes of Thor (THO) and Winnebago (WGO) don’t use many chips, and their internal accessories&nbsp;—&nbsp;TVs and microwaves, for example–are easy to swap if one model isn’t available. Johnson said that chips are one of many components companies are having trouble getting, and that most don’t expect to reach normal inventory levels late into 2022, or even 2023.<blockquote>约翰逊表示，休闲车制造商似乎不太担心芯片短缺。雷神(THO)和温尼贝戈(WGO)等公司生产的房车不使用很多芯片，而且它们的内部配件（例如电视和微波炉）如果一种型号不可用，很容易更换。约翰逊表示，芯片是企业难以获得的众多零部件之一，大多数企业预计到2022年底甚至2023年才会达到正常库存水平。</blockquote> Trains:Another potential winner is railroads, again because of the companies’ exposure to sales of autos. BMO’s Fadi Chamoun said that rail transportation stocks should gain as increased car production leads to higher shipments. Chamoun pointed out that In the third quarter of this year, the volume of motor vehicles shipped by rail was down 9.3% from a year earlier, though that was better than the 11.5% year-over-year decline in the second quarter.<blockquote>火车：另一个潜在的赢家是铁路公司，也是因为这些公司从事汽车销售。BMO的Fadi Chamoun表示，随着汽车产量增加导致出货量增加，铁路运输股应该会上涨。Chamoun指出，今年第三季度，铁路机动车运输量同比下降9.3%，但好于第二季度11.5%的同比降幅。</blockquote> Chamoun wrote that his team views weak automotive production as equivalent to deferred revenue, and that conditions will return to prepandemic levels by 2023.CSX(CSC) moves the most vehicles, followed by&nbsp;Norfolk Southern(NSC), and&nbsp;Kansas City Southern(KSU).<blockquote>Chamoun写道，他的团队认为汽车产量疲软相当于递延收入，到2023年情况将恢复到大流行前的水平。CSX(CSC)运输的车辆最多，其次是诺福克南方(NSC)和堪萨斯城南方(KSU)）。</blockquote> Chips:The outlook is less clear for the chip stocks themselves. Analyst Ambrish Srivastava outlined two scenarios as the supply issues ease: a “soft landing” where the stocks, boosted by the shortage, don’t get hurt too badly. The second is a “hard landing” scenario where stocks go south rather quickly.<blockquote>芯片：芯片股本身的前景不太明朗。分析师Ambrish Srivastava概述了随着供应问题缓解的两种情况：“软着陆”，即库存在短缺的提振下不会受到太严重的伤害。第二种是“硬着陆”情景，股票下跌速度相当快。</blockquote> Unfortunately, he said, it’s hard to figure out which one is more likely at this point.<blockquote>他说，不幸的是，目前很难确定哪一种可能性更大。</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>What Stocks Could Gain When the Chip Shortage Ends? It’s More Than Just Car Makers.<blockquote>芯片短缺结束后哪些股票可能会上涨？不仅仅是汽车制造商。</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\">\nWhat Stocks Could Gain When the Chip Shortage Ends? It’s More Than Just Car Makers.<blockquote>芯片短缺结束后哪些股票可能会上涨？不仅仅是汽车制造商。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-09-10 09:12\n\n</h4>\n</header>\n<article>\nSemiconductors of all shapes and sizes will remain&nbsp;scarce&nbsp;well into next year, but BMO Capital Markets says the worst of the shortage may well be past. In a Thursday research report, it suggested a few companies, beyond the obvious winners, that might benefit.<blockquote>到明年，各种形状和尺寸的半导体仍将稀缺，但BMO资本市场表示，最严重的短缺时期很可能已经过去。在周四的一份研究报告中，它表示，除了明显的赢家之外，还有一些公司可能会受益。</blockquote> Since the first signs of the shortage&nbsp;began to appear over a year ago, chip producers have been seeking to tackle the problem. They have announced plans for vast amounts of capital spending to&nbsp;expand production capacity, and other measures to ramp up their output. Auto makers clearly stand to gain as those efforts bear fruit, given that their production has been constrained by a lack of chips, but there are many other winners, according to BMO Capital.<blockquote>自从一年多前开始出现短缺的第一个迹象以来，芯片生产商一直在寻求解决这个问题。他们宣布了大量资本支出以扩大产能的计划，以及其他提高产量的措施。BMO Capital表示，鉴于汽车制造商的生产受到芯片缺乏的限制，随着这些努力取得成果，汽车制造商显然将受益，但还有许多其他赢家。</blockquote> Chemical companies:Producers of chemicals don’t use chips for their own products, but BMO analyst John McNulty said they have been hurt because their products areused by auto makers. Several names he covers—&nbsp;DuPont(ticker: DD),PPG Industries(PPG),Axalta Coating Systems(AXTA), Ingevity (NGVT), Chemours (CC), and&nbsp;Celanese(CE)&nbsp;—&nbsp;have at least 10% of sales ultimately tied to auto makers.<blockquote>化工企业：化学品生产商不会在自己的产品中使用芯片，但BMO分析师约翰·麦纽提表示，他们受到了伤害，因为他们的产品被汽车制造商使用。他涵盖的几家公司——杜邦公司（股票代码：DD）、PPG Industries(PPG)、艾仕得涂料系统公司(AXTA)、Ingevity(NGVT)、科慕公司(CC)和塞拉尼斯(CE)——至少有10%的销售额最终与汽车制造商有关。</blockquote> McNulty said that revenue will likely pick up in the second half of 2022, or in 2023, when auto production swings up. “We believe the names exposed have a relatively clear runway ahead and largely offer compelling risk/reward profiles,” he said.<blockquote>McNulty表示，收入可能会在2022年下半年或2023年汽车产量上升时回升。他表示：“我们相信，所暴露的名字有一个相对清晰的未来跑道，并且在很大程度上提供了令人信服的风险/回报状况。”</blockquote> Leisure:Like car makers, companies that make vehicles for all sorts of outdoor recreation—from motorcycles to snowmobiles and small boats—have suffered from a lack of chips. BMO’s Gerrick Johnson wrote that companies such as&nbsp;Harley&nbsp;-&nbsp;Davidson(HOG), BRP (DOO. Toronto), and Polaris (PII), are increasingly saying that chips are the primary reason they are experiencing slowed production. Previously, shortages of labor and materials such as foam were causing problems.<blockquote>休闲：与汽车制造商一样，生产各种户外休闲车辆（从摩托车到雪地车和小船）的公司也面临着芯片短缺的问题。BMO的Gerrick Johnson写道，哈雷戴维森(HOG)、BRP(DOO.Toronto)和北极星(PII)等公司越来越多地表示，芯片是他们生产放缓的主要原因。此前，劳动力和泡沫等材料的短缺正在引发问题。</blockquote> Recreational-vehicle manufacturers appear&nbsp;less concerned about chip shortages, according to Johnson.RVs,made by the likes of Thor (THO) and Winnebago (WGO) don’t use many chips, and their internal accessories&nbsp;—&nbsp;TVs and microwaves, for example–are easy to swap if one model isn’t available. Johnson said that chips are one of many components companies are having trouble getting, and that most don’t expect to reach normal inventory levels late into 2022, or even 2023.<blockquote>约翰逊表示，休闲车制造商似乎不太担心芯片短缺。雷神(THO)和温尼贝戈(WGO)等公司生产的房车不使用很多芯片，而且它们的内部配件（例如电视和微波炉）如果一种型号不可用，很容易更换。约翰逊表示，芯片是企业难以获得的众多零部件之一，大多数企业预计到2022年底甚至2023年才会达到正常库存水平。</blockquote> Trains:Another potential winner is railroads, again because of the companies’ exposure to sales of autos. BMO’s Fadi Chamoun said that rail transportation stocks should gain as increased car production leads to higher shipments. Chamoun pointed out that In the third quarter of this year, the volume of motor vehicles shipped by rail was down 9.3% from a year earlier, though that was better than the 11.5% year-over-year decline in the second quarter.<blockquote>火车：另一个潜在的赢家是铁路公司，也是因为这些公司从事汽车销售。BMO的Fadi Chamoun表示，随着汽车产量增加导致出货量增加，铁路运输股应该会上涨。Chamoun指出，今年第三季度，铁路机动车运输量同比下降9.3%，但好于第二季度11.5%的同比降幅。</blockquote> Chamoun wrote that his team views weak automotive production as equivalent to deferred revenue, and that conditions will return to prepandemic levels by 2023.CSX(CSC) moves the most vehicles, followed by&nbsp;Norfolk Southern(NSC), and&nbsp;Kansas City Southern(KSU).<blockquote>Chamoun写道，他的团队认为汽车产量疲软相当于递延收入，到2023年情况将恢复到大流行前的水平。CSX(CSC)运输的车辆最多，其次是诺福克南方(NSC)和堪萨斯城南方(KSU)）。</blockquote> Chips:The outlook is less clear for the chip stocks themselves. Analyst Ambrish Srivastava outlined two scenarios as the supply issues ease: a “soft landing” where the stocks, boosted by the shortage, don’t get hurt too badly. The second is a “hard landing” scenario where stocks go south rather quickly.<blockquote>芯片：芯片股本身的前景不太明朗。分析师Ambrish Srivastava概述了随着供应问题缓解的两种情况：“软着陆”，即库存在短缺的提振下不会受到太严重的伤害。第二种是“硬着陆”情景，股票下跌速度相当快。</blockquote> Unfortunately, he said, it’s hard to figure out which one is more likely at this point.<blockquote>他说，不幸的是，目前很难确定哪一种可能性更大。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/stock-winners-after-chip-shortage-51631210248?mod=hp_DAY_Theme_1_1\">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":{"AXTA":"艾仕得涂料系统","CC":"Chemours Company","DOO":"WisdomTree Trust International D","KSU":"堪萨斯南方铁路","PII":"北极星","WGO":"温尼巴格实业","DD":"杜邦","CE":"塞拉尼斯","THO":"索尔工业","NGVT":"Ingevity Corporation When Issued","NSC":"诺福克南方","HOG":"哈雷戴维森","PPG":"PPG工业"},"source_url":"https://www.barrons.com/articles/stock-winners-after-chip-shortage-51631210248?mod=hp_DAY_Theme_1_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173145604","content_text":"Semiconductors of all shapes and sizes will remain scarce well into next year, but BMO Capital Markets says the worst of the shortage may well be past. In a Thursday research report, it suggested a few companies, beyond the obvious winners, that might benefit.\nSince the first signs of the shortage began to appear over a year ago, chip producers have been seeking to tackle the problem. They have announced plans for vast amounts of capital spending to expand production capacity, and other measures to ramp up their output. Auto makers clearly stand to gain as those efforts bear fruit, given that their production has been constrained by a lack of chips, but there are many other winners, according to BMO Capital.\nChemical companies:Producers of chemicals don’t use chips for their own products, but BMO analyst John McNulty said they have been hurt because their products areused by auto makers. Several names he covers— DuPont(ticker: DD),PPG Industries(PPG),Axalta Coating Systems(AXTA), Ingevity (NGVT), Chemours (CC), and Celanese(CE) — have at least 10% of sales ultimately tied to auto makers.\nMcNulty said that revenue will likely pick up in the second half of 2022, or in 2023, when auto production swings up. “We believe the names exposed have a relatively clear runway ahead and largely offer compelling risk/reward profiles,” he said.\nLeisure:Like car makers, companies that make vehicles for all sorts of outdoor recreation—from motorcycles to snowmobiles and small boats—have suffered from a lack of chips. BMO’s Gerrick Johnson wrote that companies such as Harley - Davidson(HOG), BRP (DOO. Toronto), and Polaris (PII), are increasingly saying that chips are the primary reason they are experiencing slowed production. Previously, shortages of labor and materials such as foam were causing problems.\nRecreational-vehicle manufacturers appear less concerned about chip shortages, according to Johnson.RVs,made by the likes of Thor (THO) and Winnebago (WGO) don’t use many chips, and their internal accessories — TVs and microwaves, for example–are easy to swap if one model isn’t available. Johnson said that chips are one of many components companies are having trouble getting, and that most don’t expect to reach normal inventory levels late into 2022, or even 2023.\nTrains:Another potential winner is railroads, again because of the companies’ exposure to sales of autos. BMO’s Fadi Chamoun said that rail transportation stocks should gain as increased car production leads to higher shipments. Chamoun pointed out that In the third quarter of this year, the volume of motor vehicles shipped by rail was down 9.3% from a year earlier, though that was better than the 11.5% year-over-year decline in the second quarter.\nChamoun wrote that his team views weak automotive production as equivalent to deferred revenue, and that conditions will return to prepandemic levels by 2023.CSX(CSC) moves the most vehicles, followed by Norfolk Southern(NSC), and Kansas City Southern(KSU).\nChips:The outlook is less clear for the chip stocks themselves. Analyst Ambrish Srivastava outlined two scenarios as the supply issues ease: a “soft landing” where the stocks, boosted by the shortage, don’t get hurt too badly. The second is a “hard landing” scenario where stocks go south rather quickly.\nUnfortunately, he said, it’s hard to figure out which one is more likely at this point.","news_type":1,"symbols_score_info":{"PII":0.9,"AXTA":0.9,"CC":0.9,"PPG":0.9,"HOG":0.9,"KSU":0.9,"WGO":0.9,"THO":0.9,"DD":0.9,"CE":0.9,"NGVT":0.9,"NSC":0.9,"DOO":0.9}},"isVote":1,"tweetType":1,"viewCount":309,"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":6,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/883633426"}