+关注
teegem63
暂无个人介绍
IP属地:未知
2
关注
1
粉丝
0
主题
0
勋章
主贴
热门
teegem63
2021-12-17
It’s very logical to move to non growth stock withhealthy demand n good cash flow.
抱歉,原内容已删除
teegem63
2021-12-07
Great report. Very practical n logical advice. Thanks.
These 5G Stocks Can Crush the Market in 2022, and They're Cheap Right Now<blockquote>这些 5G 股票可能会在 2022 年碾压市场,而且现在它们很便宜</blockquote>
teegem63
2021-11-22
Just too much hype. Big market potential. But where’s the middle income cohort? Overseas?
抱歉,原内容已删除
teegem63
2021-12-17
Wow another company taking advantage to privatised at Low cost.
抱歉,原内容已删除
teegem63
2021-11-23
Quite dramatic movements. Profit taking?
抱歉,原内容已删除
teegem63
2021-11-23
So who’s making the $$ ?Fundamentals missing. So biggest hit again retail.
抱歉,原内容已删除
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4100655058123160","uuid":"4100655058123160","gmtCreate":1637551990623,"gmtModify":1637557648370,"name":"teegem63","pinyin":"teegem63","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/ac15943f10bad1c2c0ec91d5d8a2bd22","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":2,"tweetSize":6,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.06.23","exceedPercentage":"80.75%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.04.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.02.23","exceedPercentage":"60.16%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.11.17","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.02.06","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":12,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":690451879,"gmtCreate":1639703953108,"gmtModify":1639703953181,"author":{"id":"4100655058123160","authorId":"4100655058123160","name":"teegem63","avatar":"https://static.tigerbbs.com/ac15943f10bad1c2c0ec91d5d8a2bd22","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100655058123160","idStr":"4100655058123160"},"themes":[],"title":"","htmlText":"It’s very logical to move to non growth stock withhealthy demand n good cash flow. ","listText":"It’s very logical to move to non growth stock withhealthy demand n good cash flow. ","text":"It’s very logical to move to non growth stock withhealthy demand n good cash flow.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690451879","repostId":"2192920942","repostType":4,"isVote":1,"tweetType":1,"viewCount":2451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690450441,"gmtCreate":1639703757052,"gmtModify":1639703757208,"author":{"id":"4100655058123160","authorId":"4100655058123160","name":"teegem63","avatar":"https://static.tigerbbs.com/ac15943f10bad1c2c0ec91d5d8a2bd22","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100655058123160","idStr":"4100655058123160"},"themes":[],"title":"","htmlText":"Wow another company taking advantage to privatised at Low cost. ","listText":"Wow another company taking advantage to privatised at Low cost. ","text":"Wow another company taking advantage to privatised at Low cost.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690450441","repostId":"1172405131","repostType":4,"isVote":1,"tweetType":1,"viewCount":2823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606676809,"gmtCreate":1638879071713,"gmtModify":1638879071713,"author":{"id":"4100655058123160","authorId":"4100655058123160","name":"teegem63","avatar":"https://static.tigerbbs.com/ac15943f10bad1c2c0ec91d5d8a2bd22","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100655058123160","idStr":"4100655058123160"},"themes":[],"title":"","htmlText":"Great report. Very practical n logical advice. Thanks. ","listText":"Great report. Very practical n logical advice. Thanks. ","text":"Great report. Very practical n logical advice. Thanks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/606676809","repostId":"1181796651","repostType":4,"repost":{"id":"1181796651","kind":"news","pubTimestamp":1638878817,"share":"https://www.laohu8.com/m/news/1181796651?lang=zh_CN&edition=full","pubTime":"2021-12-07 20:06","market":"us","language":"en","title":"These 5G Stocks Can Crush the Market in 2022, and They're Cheap Right Now<blockquote>这些 5G 股票可能会在 2022 年碾压市场,而且现在它们很便宜</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1181796651","media":"Motley Fool","summary":"The growth in 5G infrastructure investments and smartphones will be tailwinds for these companies.","content":"<p>The fifth-generation (5G) wireless market has been a happy hunting ground for investors in 2021, as evident from the 18%-plus gains scored by the <b>Defiance Next Gen Connectivity ETF</b> that invests in stocks of companies involved in the rollout of 5G infrastructure and services.</p><p><blockquote>第五代 (5G) 无线市场在 2021 年一直是投资者的快乐猎场,这一点从第五代 (5G) 无线市场 18% 以上的涨幅中可见一斑。<b>Defiance 下一代连接 ETF</b>这投资于参与 5G 基础设施和服务推出的公司的股票。</blockquote></p><p> The New Year could turn out to be another solid one for 5G stocks as spending on 5G wireless infrastructure is expected to rise in 2022, while the number of 5G-enabled smartphones is also expected to jump higher. According to <b>Gartner</b>, 5G wireless network infrastructure spending could increase to $23.2 billion next year from 2021's estimate of $19.1 billion. Meanwhile, 660 million 5G smartphones are expected to be sold in 2022, according to TrendForce, up from 500 million units this year.</p><p><blockquote>对于 5G 股票来说,新的一年可能会是又一个稳健的一年,因为 5G 无线基础设施支出预计将在 2022 年上升,而支持 5G 的智能手机数量预计也将跃升。根据<b>高德纳</b>5G 无线网络基础设施支出明年可能会从 2021 年的 191 亿美元增加到 232 亿美元。与此同时,根据TrendForce的数据,预计2022年5G智能手机将售出6.6亿部,高于今年的5亿部。</blockquote></p><p> Investors can take advantage of the growth in 5G infrastructure and smartphones with the help of <b>Skyworks Solutions</b> and <b>Keysight Technologies</b>, two companies that could clock impressive growth in 2022 and beyond. Let's see why.</p><p><blockquote>投资者可以利用5G基础设施和智能手机的增长<b>Skyworks解决方案</b>和<b>是德科技</b>这两家公司可能会在 2022 年及以后实现令人印象深刻的增长。让我们看看为什么。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15ed384ea8a84f4c7e6abed273f06d27\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社</span></p></blockquote></p><p> <b>1. Skyworks Solutions</b></p><p><blockquote><b>1. Skyworks解决方案</b></blockquote></p><p> Skyworks Solutions is one of the best ways to play the 5G smartphone opportunity, thanks to its terrific customer base that includes nearly all the top smartphone original equipment manufacturers (OEMs). The company's 5G chips are used by the likes of <b>Samsung</b>, Vivo, OPPO,<b>Xiaomi</b>, and <b>Apple</b>.</p><p><blockquote>Skyworks Solutions是利用5G智能手机机会的最佳方式之一,这要归功于其出色的客户群,其中包括几乎所有顶级智能手机原始设备制造商(OEM)。该公司的 5G 芯片被<b>三星</b>,Vivo, OPPO,<b>小米</b>,和<b>苹果</b>.</blockquote></p><p> It is worth noting that these five smartphone makers are expected to account for 80% of estimated 1.39 billion unit shipments in 2022, according to TrendForce. Apple is expected to be the second-largest smartphone manufacturer next year, with shipments of 243 million units and a share of 18%. This bodes well for Skyworks as Apple is its largest customer, producing 59% of its revenue in the recently concluded fiscal 2021.</p><p><blockquote>值得注意的是,根据TrendForce的数据,这五家智能手机制造商预计将占2022年预计13.9亿部出货量的80%。苹果预计明年将成为第二大智能手机制造商,出货量为2.43亿部,份额为18%。这对 Skyworks 来说是个好兆头,因为苹果是其最大的客户,在最近结束的 2021 财年创造了其 59% 的收入。</blockquote></p><p> Counterpoint Research estimates that Apple could corner 33% of the 5G smartphone market in 2021 thanks to the launch of the iPhone 13, which would be an improvement over last year's 5G market share of 24%. What's more, Strategy Analytics estimates that Apple could end up commanding 40% of the 5G smartphone market post the launch of the iPhone 13. That won't be surprising given the installed base of hundreds of millions of iPhone users that are in an upgrade window to buy a 5G device.</p><p><blockquote>Counterpoint Research估计,由于iPhone 13的推出,苹果可能会在2021年占领33%的5G智能手机市场,这将比去年24%的5G市场份额有所改善。此外,Strategy Analytics估计,在iPhone 13推出后,苹果最终可能会占据5G智能手机市场40%的份额。鉴于数亿iPhone用户正处于购买5G设备的升级窗口,这并不奇怪。</blockquote></p><p> If Apple can keep it up, Skyworks Solutions can sustain its terrific fiscal 2021 performance in the new fiscal year as well. The company's revenue had increased 52% in the twelve months that ended on Oct. 1, 2021, while adjusted earnings shot up an impressive 71% year over year to $10.50 per share. The good part about Skyworks is that it has more than just its mobile business to drive growth.</p><p><blockquote>如果苹果能够跟上,Skyworks Solutions 也可以在新财年保持其 2021 财年出色的业绩。截至 2021 年 10 月 1 日的 12 个月内,该公司的收入增长了 52%,而调整后收益同比增长了 71%,达到每股 10.50 美元,令人印象深刻。Skyworks的好处在于,它推动增长的不仅仅是移动业务。</blockquote></p><p> The company also sells chips used in telecom infrastructure, the automotive industry,Internet of Things applications, smart homes, wearables, and Wi-Fi routers. Sales to these verticals are clubbed under the broad markets business segment, which recorded 31% year-over-year growth last quarter and accounted for 29% of the revenue.</p><p><blockquote>该公司还销售用于电信基础设施、汽车行业、物联网应用、智能家居、可穿戴设备和 Wi-Fi 路由器的芯片。这些垂直领域的销售额属于广阔市场业务部门,该部门上季度同比增长 31%,占收入的 29%。</blockquote></p><p> Skyworks could keep growing at impressive rates in 2022 and beyond, thanks to the fast-growing markets it operates in. That's why investors looking to buy a 5G stock should take a closer look at this chipmaker, as it is trading at just under 17 times trailing earnings, which makes it cheaper than the five-year average earnings multiple of nearly 21.</p><p><blockquote>由于其运营的市场快速增长,Skyworks 可能会在 2022 年及以后继续以令人印象深刻的速度增长。这就是为什么希望购买 5G 股票的投资者应该仔细看看这家芯片制造商,因为它的市盈率略低于历史市盈率的 17 倍,这使其低于近 21 倍的五年平均市盈率。</blockquote></p><p> <b>2. Keysight Technologies</b></p><p><blockquote><b>2.是德科技</b></blockquote></p><p> Keysight Technologies provides networking test and measurement equipment for various industries ranging from communications to networking to automotive, among others. TechNavio estimates that the global communications test market could add $3.19 billion in revenue from 2020 to 2024, while another report from Frost & Sullivan estimates that the deployment of 5G and IoT solutions could send this market's revenue to nearly $19 billion by 2025.</p><p><blockquote>是德科技为通信、网络、汽车等各行各业提供网络测试和测量设备。TechNavio估计,从2020年到2024年,全球通信测试市场可能会增加31.9亿美元的收入,而Frost & Sullivan的另一份报告估计,到2025年,5G和物联网解决方案的部署可能会使该市场的收入达到近190亿美元。</blockquote></p><p> This indicates that Keysight has a lot of room to grow its top line, as the company has only generated about $5 billion in revenue over the trailing 12 months. More importantly, Keysight reportedly commands a 47% share of the test and measurement equipment space, which places it in a solid position to take advantage of the end-market opportunity.</p><p><blockquote>这表明是德科技有很大的增长空间,因为该公司在过去 12 个月中仅产生了约 50 亿美元的收入。更重要的是,据报道是德科技在测试和测量设备领域占有 47% 的份额,这使其在利用终端市场机会方面处于有利地位。</blockquote></p><p> The tailwinds in the networking and measurement equipment market are driving solid growth in Keysight's order book. The company's orders in the fourth quarter of fiscal 2021 increased 21% year over year to $1.49 billion. This was way higher than the company's actual revenue growth of 6% for the quarter.</p><p><blockquote>网络和测量设备市场的顺风正在推动是德科技订单的稳步增长。该公司2021财年第四季度的订单同比增长21%,达到14.9亿美元。这远高于该公司本季度 6% 的实际收入增长。</blockquote></p><p></p><p> What's more, Keysight is entering the new fiscal year with a backlog of more than $2 billion. Throw in the fact that the company has built a strong client base involved in the rollout of 5G services, and it won't be surprising to see it sustain the impressive growth that it has clocked in the past year.</p><p><blockquote>更重要的是,是德科技以超过20亿美元的积压订单进入新财年。再加上该公司在5G服务的推出中建立了强大的客户群,看到它保持过去一年令人印象深刻的增长也就不足为奇了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4a9852ac5aa4214f8590b7132e4a20\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>KEYS data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCharts 提供的关键数据</span></p></blockquote></p><p> Keysight management pointed out on the latest earnings conference call that it is \"winning engagements with industry leaders like <b>NXP</b>,<b>NEC</b>, and <b>MediaTek</b>,\" it has joined Google's Cloud partner initiative to support the deployment of 5G services at the edge, and has collaborated with \"<b>Lockheed Martin</b> to advance 5G in support of mission-critical communications for aerospace and defense applications.\"</p><p><blockquote>是德科技管理层在最新的财报电话会议上指出,它正在“赢得与行业领导者的合作,例如<b>恩智浦</b>,<b>NEC</b>,和<b>联发科</b>,”它加入了谷歌的云合作伙伴计划,以支持在边缘部署5G服务,并与“<b>洛克希德·马丁</b>推进 5G 以支持航空航天和国防应用的关键任务通信。”</blockquote></p><p> Finally, Keysight stock is available at an attractive valuation right now. The company's trailing price-to-earnings (P/E) ratio of 41 is lower than the five-year average multiple of 50. The forward earnings multiple of 28 points toward a nice bump in the bottom line, which makes Keysight a stock worth considering for investors looking to take advantage of the 5G infrastructure market's growth.</p><p><blockquote>最后,是德科技股票目前的估值颇具吸引力。该公司的历史市盈率(P/E)为41,低于50的五年平均倍数。28 点的预期市盈率有望大幅提升,这使得是德科技成为希望利用 5G 基础设施市场增长的投资者值得考虑的股票。</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>These 5G Stocks Can Crush the Market in 2022, and They're Cheap Right Now<blockquote>这些 5G 股票可能会在 2022 年碾压市场,而且现在它们很便宜</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 5G Stocks Can Crush the Market in 2022, and They're Cheap Right Now<blockquote>这些 5G 股票可能会在 2022 年碾压市场,而且现在它们很便宜</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-07 20:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The fifth-generation (5G) wireless market has been a happy hunting ground for investors in 2021, as evident from the 18%-plus gains scored by the <b>Defiance Next Gen Connectivity ETF</b> that invests in stocks of companies involved in the rollout of 5G infrastructure and services.</p><p><blockquote>第五代 (5G) 无线市场在 2021 年一直是投资者的快乐猎场,这一点从第五代 (5G) 无线市场 18% 以上的涨幅中可见一斑。<b>Defiance 下一代连接 ETF</b>这投资于参与 5G 基础设施和服务推出的公司的股票。</blockquote></p><p> The New Year could turn out to be another solid one for 5G stocks as spending on 5G wireless infrastructure is expected to rise in 2022, while the number of 5G-enabled smartphones is also expected to jump higher. According to <b>Gartner</b>, 5G wireless network infrastructure spending could increase to $23.2 billion next year from 2021's estimate of $19.1 billion. Meanwhile, 660 million 5G smartphones are expected to be sold in 2022, according to TrendForce, up from 500 million units this year.</p><p><blockquote>对于 5G 股票来说,新的一年可能会是又一个稳健的一年,因为 5G 无线基础设施支出预计将在 2022 年上升,而支持 5G 的智能手机数量预计也将跃升。根据<b>高德纳</b>5G 无线网络基础设施支出明年可能会从 2021 年的 191 亿美元增加到 232 亿美元。与此同时,根据TrendForce的数据,预计2022年5G智能手机将售出6.6亿部,高于今年的5亿部。</blockquote></p><p> Investors can take advantage of the growth in 5G infrastructure and smartphones with the help of <b>Skyworks Solutions</b> and <b>Keysight Technologies</b>, two companies that could clock impressive growth in 2022 and beyond. Let's see why.</p><p><blockquote>投资者可以利用5G基础设施和智能手机的增长<b>Skyworks解决方案</b>和<b>是德科技</b>这两家公司可能会在 2022 年及以后实现令人印象深刻的增长。让我们看看为什么。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15ed384ea8a84f4c7e6abed273f06d27\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社</span></p></blockquote></p><p> <b>1. Skyworks Solutions</b></p><p><blockquote><b>1. Skyworks解决方案</b></blockquote></p><p> Skyworks Solutions is one of the best ways to play the 5G smartphone opportunity, thanks to its terrific customer base that includes nearly all the top smartphone original equipment manufacturers (OEMs). The company's 5G chips are used by the likes of <b>Samsung</b>, Vivo, OPPO,<b>Xiaomi</b>, and <b>Apple</b>.</p><p><blockquote>Skyworks Solutions是利用5G智能手机机会的最佳方式之一,这要归功于其出色的客户群,其中包括几乎所有顶级智能手机原始设备制造商(OEM)。该公司的 5G 芯片被<b>三星</b>,Vivo, OPPO,<b>小米</b>,和<b>苹果</b>.</blockquote></p><p> It is worth noting that these five smartphone makers are expected to account for 80% of estimated 1.39 billion unit shipments in 2022, according to TrendForce. Apple is expected to be the second-largest smartphone manufacturer next year, with shipments of 243 million units and a share of 18%. This bodes well for Skyworks as Apple is its largest customer, producing 59% of its revenue in the recently concluded fiscal 2021.</p><p><blockquote>值得注意的是,根据TrendForce的数据,这五家智能手机制造商预计将占2022年预计13.9亿部出货量的80%。苹果预计明年将成为第二大智能手机制造商,出货量为2.43亿部,份额为18%。这对 Skyworks 来说是个好兆头,因为苹果是其最大的客户,在最近结束的 2021 财年创造了其 59% 的收入。</blockquote></p><p> Counterpoint Research estimates that Apple could corner 33% of the 5G smartphone market in 2021 thanks to the launch of the iPhone 13, which would be an improvement over last year's 5G market share of 24%. What's more, Strategy Analytics estimates that Apple could end up commanding 40% of the 5G smartphone market post the launch of the iPhone 13. That won't be surprising given the installed base of hundreds of millions of iPhone users that are in an upgrade window to buy a 5G device.</p><p><blockquote>Counterpoint Research估计,由于iPhone 13的推出,苹果可能会在2021年占领33%的5G智能手机市场,这将比去年24%的5G市场份额有所改善。此外,Strategy Analytics估计,在iPhone 13推出后,苹果最终可能会占据5G智能手机市场40%的份额。鉴于数亿iPhone用户正处于购买5G设备的升级窗口,这并不奇怪。</blockquote></p><p> If Apple can keep it up, Skyworks Solutions can sustain its terrific fiscal 2021 performance in the new fiscal year as well. The company's revenue had increased 52% in the twelve months that ended on Oct. 1, 2021, while adjusted earnings shot up an impressive 71% year over year to $10.50 per share. The good part about Skyworks is that it has more than just its mobile business to drive growth.</p><p><blockquote>如果苹果能够跟上,Skyworks Solutions 也可以在新财年保持其 2021 财年出色的业绩。截至 2021 年 10 月 1 日的 12 个月内,该公司的收入增长了 52%,而调整后收益同比增长了 71%,达到每股 10.50 美元,令人印象深刻。Skyworks的好处在于,它推动增长的不仅仅是移动业务。</blockquote></p><p> The company also sells chips used in telecom infrastructure, the automotive industry,Internet of Things applications, smart homes, wearables, and Wi-Fi routers. Sales to these verticals are clubbed under the broad markets business segment, which recorded 31% year-over-year growth last quarter and accounted for 29% of the revenue.</p><p><blockquote>该公司还销售用于电信基础设施、汽车行业、物联网应用、智能家居、可穿戴设备和 Wi-Fi 路由器的芯片。这些垂直领域的销售额属于广阔市场业务部门,该部门上季度同比增长 31%,占收入的 29%。</blockquote></p><p> Skyworks could keep growing at impressive rates in 2022 and beyond, thanks to the fast-growing markets it operates in. That's why investors looking to buy a 5G stock should take a closer look at this chipmaker, as it is trading at just under 17 times trailing earnings, which makes it cheaper than the five-year average earnings multiple of nearly 21.</p><p><blockquote>由于其运营的市场快速增长,Skyworks 可能会在 2022 年及以后继续以令人印象深刻的速度增长。这就是为什么希望购买 5G 股票的投资者应该仔细看看这家芯片制造商,因为它的市盈率略低于历史市盈率的 17 倍,这使其低于近 21 倍的五年平均市盈率。</blockquote></p><p> <b>2. Keysight Technologies</b></p><p><blockquote><b>2.是德科技</b></blockquote></p><p> Keysight Technologies provides networking test and measurement equipment for various industries ranging from communications to networking to automotive, among others. TechNavio estimates that the global communications test market could add $3.19 billion in revenue from 2020 to 2024, while another report from Frost & Sullivan estimates that the deployment of 5G and IoT solutions could send this market's revenue to nearly $19 billion by 2025.</p><p><blockquote>是德科技为通信、网络、汽车等各行各业提供网络测试和测量设备。TechNavio估计,从2020年到2024年,全球通信测试市场可能会增加31.9亿美元的收入,而Frost & Sullivan的另一份报告估计,到2025年,5G和物联网解决方案的部署可能会使该市场的收入达到近190亿美元。</blockquote></p><p> This indicates that Keysight has a lot of room to grow its top line, as the company has only generated about $5 billion in revenue over the trailing 12 months. More importantly, Keysight reportedly commands a 47% share of the test and measurement equipment space, which places it in a solid position to take advantage of the end-market opportunity.</p><p><blockquote>这表明是德科技有很大的增长空间,因为该公司在过去 12 个月中仅产生了约 50 亿美元的收入。更重要的是,据报道是德科技在测试和测量设备领域占有 47% 的份额,这使其在利用终端市场机会方面处于有利地位。</blockquote></p><p> The tailwinds in the networking and measurement equipment market are driving solid growth in Keysight's order book. The company's orders in the fourth quarter of fiscal 2021 increased 21% year over year to $1.49 billion. This was way higher than the company's actual revenue growth of 6% for the quarter.</p><p><blockquote>网络和测量设备市场的顺风正在推动是德科技订单的稳步增长。该公司2021财年第四季度的订单同比增长21%,达到14.9亿美元。这远高于该公司本季度 6% 的实际收入增长。</blockquote></p><p></p><p> What's more, Keysight is entering the new fiscal year with a backlog of more than $2 billion. Throw in the fact that the company has built a strong client base involved in the rollout of 5G services, and it won't be surprising to see it sustain the impressive growth that it has clocked in the past year.</p><p><blockquote>更重要的是,是德科技以超过20亿美元的积压订单进入新财年。再加上该公司在5G服务的推出中建立了强大的客户群,看到它保持过去一年令人印象深刻的增长也就不足为奇了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4a9852ac5aa4214f8590b7132e4a20\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>KEYS data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCharts 提供的关键数据</span></p></blockquote></p><p> Keysight management pointed out on the latest earnings conference call that it is \"winning engagements with industry leaders like <b>NXP</b>,<b>NEC</b>, and <b>MediaTek</b>,\" it has joined Google's Cloud partner initiative to support the deployment of 5G services at the edge, and has collaborated with \"<b>Lockheed Martin</b> to advance 5G in support of mission-critical communications for aerospace and defense applications.\"</p><p><blockquote>是德科技管理层在最新的财报电话会议上指出,它正在“赢得与行业领导者的合作,例如<b>恩智浦</b>,<b>NEC</b>,和<b>联发科</b>,”它加入了谷歌的云合作伙伴计划,以支持在边缘部署5G服务,并与“<b>洛克希德·马丁</b>推进 5G 以支持航空航天和国防应用的关键任务通信。”</blockquote></p><p> Finally, Keysight stock is available at an attractive valuation right now. The company's trailing price-to-earnings (P/E) ratio of 41 is lower than the five-year average multiple of 50. The forward earnings multiple of 28 points toward a nice bump in the bottom line, which makes Keysight a stock worth considering for investors looking to take advantage of the 5G infrastructure market's growth.</p><p><blockquote>最后,是德科技股票目前的估值颇具吸引力。该公司的历史市盈率(P/E)为41,低于50的五年平均倍数。28 点的预期市盈率有望大幅提升,这使得是德科技成为希望利用 5G 基础设施市场增长的投资者值得考虑的股票。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/12/07/these-5g-stocks-can-crush-the-market-in-2022-and-t/\">Motley Fool</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":{"KEYS":"Keysight Technologies Inc","BIGY":"YieldMax Target 12 Big 50 Option Income ETF","SWKS":"思佳讯"},"source_url":"https://www.fool.com/investing/2021/12/07/these-5g-stocks-can-crush-the-market-in-2022-and-t/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181796651","content_text":"The fifth-generation (5G) wireless market has been a happy hunting ground for investors in 2021, as evident from the 18%-plus gains scored by the Defiance Next Gen Connectivity ETF that invests in stocks of companies involved in the rollout of 5G infrastructure and services.\nThe New Year could turn out to be another solid one for 5G stocks as spending on 5G wireless infrastructure is expected to rise in 2022, while the number of 5G-enabled smartphones is also expected to jump higher. According to Gartner, 5G wireless network infrastructure spending could increase to $23.2 billion next year from 2021's estimate of $19.1 billion. Meanwhile, 660 million 5G smartphones are expected to be sold in 2022, according to TrendForce, up from 500 million units this year.\nInvestors can take advantage of the growth in 5G infrastructure and smartphones with the help of Skyworks Solutions and Keysight Technologies, two companies that could clock impressive growth in 2022 and beyond. Let's see why.\nImage source: Getty Images\n1. Skyworks Solutions\nSkyworks Solutions is one of the best ways to play the 5G smartphone opportunity, thanks to its terrific customer base that includes nearly all the top smartphone original equipment manufacturers (OEMs). The company's 5G chips are used by the likes of Samsung, Vivo, OPPO,Xiaomi, and Apple.\nIt is worth noting that these five smartphone makers are expected to account for 80% of estimated 1.39 billion unit shipments in 2022, according to TrendForce. Apple is expected to be the second-largest smartphone manufacturer next year, with shipments of 243 million units and a share of 18%. This bodes well for Skyworks as Apple is its largest customer, producing 59% of its revenue in the recently concluded fiscal 2021.\nCounterpoint Research estimates that Apple could corner 33% of the 5G smartphone market in 2021 thanks to the launch of the iPhone 13, which would be an improvement over last year's 5G market share of 24%. What's more, Strategy Analytics estimates that Apple could end up commanding 40% of the 5G smartphone market post the launch of the iPhone 13. That won't be surprising given the installed base of hundreds of millions of iPhone users that are in an upgrade window to buy a 5G device.\nIf Apple can keep it up, Skyworks Solutions can sustain its terrific fiscal 2021 performance in the new fiscal year as well. The company's revenue had increased 52% in the twelve months that ended on Oct. 1, 2021, while adjusted earnings shot up an impressive 71% year over year to $10.50 per share. The good part about Skyworks is that it has more than just its mobile business to drive growth.\nThe company also sells chips used in telecom infrastructure, the automotive industry,Internet of Things applications, smart homes, wearables, and Wi-Fi routers. Sales to these verticals are clubbed under the broad markets business segment, which recorded 31% year-over-year growth last quarter and accounted for 29% of the revenue.\nSkyworks could keep growing at impressive rates in 2022 and beyond, thanks to the fast-growing markets it operates in. That's why investors looking to buy a 5G stock should take a closer look at this chipmaker, as it is trading at just under 17 times trailing earnings, which makes it cheaper than the five-year average earnings multiple of nearly 21.\n2. Keysight Technologies\nKeysight Technologies provides networking test and measurement equipment for various industries ranging from communications to networking to automotive, among others. TechNavio estimates that the global communications test market could add $3.19 billion in revenue from 2020 to 2024, while another report from Frost & Sullivan estimates that the deployment of 5G and IoT solutions could send this market's revenue to nearly $19 billion by 2025.\nThis indicates that Keysight has a lot of room to grow its top line, as the company has only generated about $5 billion in revenue over the trailing 12 months. More importantly, Keysight reportedly commands a 47% share of the test and measurement equipment space, which places it in a solid position to take advantage of the end-market opportunity.\nThe tailwinds in the networking and measurement equipment market are driving solid growth in Keysight's order book. The company's orders in the fourth quarter of fiscal 2021 increased 21% year over year to $1.49 billion. This was way higher than the company's actual revenue growth of 6% for the quarter.\nWhat's more, Keysight is entering the new fiscal year with a backlog of more than $2 billion. Throw in the fact that the company has built a strong client base involved in the rollout of 5G services, and it won't be surprising to see it sustain the impressive growth that it has clocked in the past year.\nKEYS data by YCharts\nKeysight management pointed out on the latest earnings conference call that it is \"winning engagements with industry leaders like NXP,NEC, and MediaTek,\" it has joined Google's Cloud partner initiative to support the deployment of 5G services at the edge, and has collaborated with \"Lockheed Martin to advance 5G in support of mission-critical communications for aerospace and defense applications.\"\nFinally, Keysight stock is available at an attractive valuation right now. The company's trailing price-to-earnings (P/E) ratio of 41 is lower than the five-year average multiple of 50. The forward earnings multiple of 28 points toward a nice bump in the bottom line, which makes Keysight a stock worth considering for investors looking to take advantage of the 5G infrastructure market's growth.","news_type":1,"symbols_score_info":{"KEYS":0.9,"SWKS":0.9,"BIGY":0.9}},"isVote":1,"tweetType":1,"viewCount":2210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875821209,"gmtCreate":1637633636318,"gmtModify":1637634454847,"author":{"id":"4100655058123160","authorId":"4100655058123160","name":"teegem63","avatar":"https://static.tigerbbs.com/ac15943f10bad1c2c0ec91d5d8a2bd22","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100655058123160","idStr":"4100655058123160"},"themes":[],"title":"","htmlText":"So who’s making the $$ ?Fundamentals missing. So biggest hit again retail. ","listText":"So who’s making the $$ ?Fundamentals missing. So biggest hit again retail. ","text":"So who’s making the $$ ?Fundamentals missing. So biggest hit again retail.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875821209","repostId":"1171072090","repostType":4,"isVote":1,"tweetType":1,"viewCount":3222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875829894,"gmtCreate":1637633471147,"gmtModify":1637634540386,"author":{"id":"4100655058123160","authorId":"4100655058123160","name":"teegem63","avatar":"https://static.tigerbbs.com/ac15943f10bad1c2c0ec91d5d8a2bd22","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100655058123160","idStr":"4100655058123160"},"themes":[],"title":"","htmlText":"Quite dramatic movements. Profit taking? ","listText":"Quite dramatic movements. Profit taking? ","text":"Quite dramatic movements. Profit taking?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875829894","repostId":"2185306806","repostType":4,"isVote":1,"tweetType":1,"viewCount":2439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872493349,"gmtCreate":1637555953993,"gmtModify":1637558421503,"author":{"id":"4100655058123160","authorId":"4100655058123160","name":"teegem63","avatar":"https://static.tigerbbs.com/ac15943f10bad1c2c0ec91d5d8a2bd22","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100655058123160","idStr":"4100655058123160"},"themes":[],"title":"","htmlText":"Just too much hype. Big market potential. But where’s the middle income cohort? Overseas?","listText":"Just too much hype. Big market potential. But where’s the middle income cohort? Overseas?","text":"Just too much hype. Big market potential. But where’s the middle income cohort? Overseas?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872493349","repostId":"1141057929","repostType":4,"isVote":1,"tweetType":1,"viewCount":2193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":690451879,"gmtCreate":1639703953108,"gmtModify":1639703953181,"author":{"id":"4100655058123160","authorId":"4100655058123160","name":"teegem63","avatar":"https://static.tigerbbs.com/ac15943f10bad1c2c0ec91d5d8a2bd22","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100655058123160","authorIdStr":"4100655058123160"},"themes":[],"title":"","htmlText":"It’s very logical to move to non growth stock withhealthy demand n good cash flow. ","listText":"It’s very logical to move to non growth stock withhealthy demand n good cash flow. ","text":"It’s very logical to move to non growth stock withhealthy demand n good cash flow.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690451879","repostId":"2192920942","repostType":4,"isVote":1,"tweetType":1,"viewCount":2451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606676809,"gmtCreate":1638879071713,"gmtModify":1638879071713,"author":{"id":"4100655058123160","authorId":"4100655058123160","name":"teegem63","avatar":"https://static.tigerbbs.com/ac15943f10bad1c2c0ec91d5d8a2bd22","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100655058123160","authorIdStr":"4100655058123160"},"themes":[],"title":"","htmlText":"Great report. Very practical n logical advice. Thanks. ","listText":"Great report. Very practical n logical advice. Thanks. ","text":"Great report. Very practical n logical advice. Thanks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/606676809","repostId":"1181796651","repostType":4,"repost":{"id":"1181796651","kind":"news","pubTimestamp":1638878817,"share":"https://www.laohu8.com/m/news/1181796651?lang=zh_CN&edition=full","pubTime":"2021-12-07 20:06","market":"us","language":"en","title":"These 5G Stocks Can Crush the Market in 2022, and They're Cheap Right Now<blockquote>这些 5G 股票可能会在 2022 年碾压市场,而且现在它们很便宜</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1181796651","media":"Motley Fool","summary":"The growth in 5G infrastructure investments and smartphones will be tailwinds for these companies.","content":"<p>The fifth-generation (5G) wireless market has been a happy hunting ground for investors in 2021, as evident from the 18%-plus gains scored by the <b>Defiance Next Gen Connectivity ETF</b> that invests in stocks of companies involved in the rollout of 5G infrastructure and services.</p><p><blockquote>第五代 (5G) 无线市场在 2021 年一直是投资者的快乐猎场,这一点从第五代 (5G) 无线市场 18% 以上的涨幅中可见一斑。<b>Defiance 下一代连接 ETF</b>这投资于参与 5G 基础设施和服务推出的公司的股票。</blockquote></p><p> The New Year could turn out to be another solid one for 5G stocks as spending on 5G wireless infrastructure is expected to rise in 2022, while the number of 5G-enabled smartphones is also expected to jump higher. According to <b>Gartner</b>, 5G wireless network infrastructure spending could increase to $23.2 billion next year from 2021's estimate of $19.1 billion. Meanwhile, 660 million 5G smartphones are expected to be sold in 2022, according to TrendForce, up from 500 million units this year.</p><p><blockquote>对于 5G 股票来说,新的一年可能会是又一个稳健的一年,因为 5G 无线基础设施支出预计将在 2022 年上升,而支持 5G 的智能手机数量预计也将跃升。根据<b>高德纳</b>5G 无线网络基础设施支出明年可能会从 2021 年的 191 亿美元增加到 232 亿美元。与此同时,根据TrendForce的数据,预计2022年5G智能手机将售出6.6亿部,高于今年的5亿部。</blockquote></p><p> Investors can take advantage of the growth in 5G infrastructure and smartphones with the help of <b>Skyworks Solutions</b> and <b>Keysight Technologies</b>, two companies that could clock impressive growth in 2022 and beyond. Let's see why.</p><p><blockquote>投资者可以利用5G基础设施和智能手机的增长<b>Skyworks解决方案</b>和<b>是德科技</b>这两家公司可能会在 2022 年及以后实现令人印象深刻的增长。让我们看看为什么。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15ed384ea8a84f4c7e6abed273f06d27\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社</span></p></blockquote></p><p> <b>1. Skyworks Solutions</b></p><p><blockquote><b>1. Skyworks解决方案</b></blockquote></p><p> Skyworks Solutions is one of the best ways to play the 5G smartphone opportunity, thanks to its terrific customer base that includes nearly all the top smartphone original equipment manufacturers (OEMs). The company's 5G chips are used by the likes of <b>Samsung</b>, Vivo, OPPO,<b>Xiaomi</b>, and <b>Apple</b>.</p><p><blockquote>Skyworks Solutions是利用5G智能手机机会的最佳方式之一,这要归功于其出色的客户群,其中包括几乎所有顶级智能手机原始设备制造商(OEM)。该公司的 5G 芯片被<b>三星</b>,Vivo, OPPO,<b>小米</b>,和<b>苹果</b>.</blockquote></p><p> It is worth noting that these five smartphone makers are expected to account for 80% of estimated 1.39 billion unit shipments in 2022, according to TrendForce. Apple is expected to be the second-largest smartphone manufacturer next year, with shipments of 243 million units and a share of 18%. This bodes well for Skyworks as Apple is its largest customer, producing 59% of its revenue in the recently concluded fiscal 2021.</p><p><blockquote>值得注意的是,根据TrendForce的数据,这五家智能手机制造商预计将占2022年预计13.9亿部出货量的80%。苹果预计明年将成为第二大智能手机制造商,出货量为2.43亿部,份额为18%。这对 Skyworks 来说是个好兆头,因为苹果是其最大的客户,在最近结束的 2021 财年创造了其 59% 的收入。</blockquote></p><p> Counterpoint Research estimates that Apple could corner 33% of the 5G smartphone market in 2021 thanks to the launch of the iPhone 13, which would be an improvement over last year's 5G market share of 24%. What's more, Strategy Analytics estimates that Apple could end up commanding 40% of the 5G smartphone market post the launch of the iPhone 13. That won't be surprising given the installed base of hundreds of millions of iPhone users that are in an upgrade window to buy a 5G device.</p><p><blockquote>Counterpoint Research估计,由于iPhone 13的推出,苹果可能会在2021年占领33%的5G智能手机市场,这将比去年24%的5G市场份额有所改善。此外,Strategy Analytics估计,在iPhone 13推出后,苹果最终可能会占据5G智能手机市场40%的份额。鉴于数亿iPhone用户正处于购买5G设备的升级窗口,这并不奇怪。</blockquote></p><p> If Apple can keep it up, Skyworks Solutions can sustain its terrific fiscal 2021 performance in the new fiscal year as well. The company's revenue had increased 52% in the twelve months that ended on Oct. 1, 2021, while adjusted earnings shot up an impressive 71% year over year to $10.50 per share. The good part about Skyworks is that it has more than just its mobile business to drive growth.</p><p><blockquote>如果苹果能够跟上,Skyworks Solutions 也可以在新财年保持其 2021 财年出色的业绩。截至 2021 年 10 月 1 日的 12 个月内,该公司的收入增长了 52%,而调整后收益同比增长了 71%,达到每股 10.50 美元,令人印象深刻。Skyworks的好处在于,它推动增长的不仅仅是移动业务。</blockquote></p><p> The company also sells chips used in telecom infrastructure, the automotive industry,Internet of Things applications, smart homes, wearables, and Wi-Fi routers. Sales to these verticals are clubbed under the broad markets business segment, which recorded 31% year-over-year growth last quarter and accounted for 29% of the revenue.</p><p><blockquote>该公司还销售用于电信基础设施、汽车行业、物联网应用、智能家居、可穿戴设备和 Wi-Fi 路由器的芯片。这些垂直领域的销售额属于广阔市场业务部门,该部门上季度同比增长 31%,占收入的 29%。</blockquote></p><p> Skyworks could keep growing at impressive rates in 2022 and beyond, thanks to the fast-growing markets it operates in. That's why investors looking to buy a 5G stock should take a closer look at this chipmaker, as it is trading at just under 17 times trailing earnings, which makes it cheaper than the five-year average earnings multiple of nearly 21.</p><p><blockquote>由于其运营的市场快速增长,Skyworks 可能会在 2022 年及以后继续以令人印象深刻的速度增长。这就是为什么希望购买 5G 股票的投资者应该仔细看看这家芯片制造商,因为它的市盈率略低于历史市盈率的 17 倍,这使其低于近 21 倍的五年平均市盈率。</blockquote></p><p> <b>2. Keysight Technologies</b></p><p><blockquote><b>2.是德科技</b></blockquote></p><p> Keysight Technologies provides networking test and measurement equipment for various industries ranging from communications to networking to automotive, among others. TechNavio estimates that the global communications test market could add $3.19 billion in revenue from 2020 to 2024, while another report from Frost & Sullivan estimates that the deployment of 5G and IoT solutions could send this market's revenue to nearly $19 billion by 2025.</p><p><blockquote>是德科技为通信、网络、汽车等各行各业提供网络测试和测量设备。TechNavio估计,从2020年到2024年,全球通信测试市场可能会增加31.9亿美元的收入,而Frost & Sullivan的另一份报告估计,到2025年,5G和物联网解决方案的部署可能会使该市场的收入达到近190亿美元。</blockquote></p><p> This indicates that Keysight has a lot of room to grow its top line, as the company has only generated about $5 billion in revenue over the trailing 12 months. More importantly, Keysight reportedly commands a 47% share of the test and measurement equipment space, which places it in a solid position to take advantage of the end-market opportunity.</p><p><blockquote>这表明是德科技有很大的增长空间,因为该公司在过去 12 个月中仅产生了约 50 亿美元的收入。更重要的是,据报道是德科技在测试和测量设备领域占有 47% 的份额,这使其在利用终端市场机会方面处于有利地位。</blockquote></p><p> The tailwinds in the networking and measurement equipment market are driving solid growth in Keysight's order book. The company's orders in the fourth quarter of fiscal 2021 increased 21% year over year to $1.49 billion. This was way higher than the company's actual revenue growth of 6% for the quarter.</p><p><blockquote>网络和测量设备市场的顺风正在推动是德科技订单的稳步增长。该公司2021财年第四季度的订单同比增长21%,达到14.9亿美元。这远高于该公司本季度 6% 的实际收入增长。</blockquote></p><p></p><p> What's more, Keysight is entering the new fiscal year with a backlog of more than $2 billion. Throw in the fact that the company has built a strong client base involved in the rollout of 5G services, and it won't be surprising to see it sustain the impressive growth that it has clocked in the past year.</p><p><blockquote>更重要的是,是德科技以超过20亿美元的积压订单进入新财年。再加上该公司在5G服务的推出中建立了强大的客户群,看到它保持过去一年令人印象深刻的增长也就不足为奇了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4a9852ac5aa4214f8590b7132e4a20\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>KEYS data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCharts 提供的关键数据</span></p></blockquote></p><p> Keysight management pointed out on the latest earnings conference call that it is \"winning engagements with industry leaders like <b>NXP</b>,<b>NEC</b>, and <b>MediaTek</b>,\" it has joined Google's Cloud partner initiative to support the deployment of 5G services at the edge, and has collaborated with \"<b>Lockheed Martin</b> to advance 5G in support of mission-critical communications for aerospace and defense applications.\"</p><p><blockquote>是德科技管理层在最新的财报电话会议上指出,它正在“赢得与行业领导者的合作,例如<b>恩智浦</b>,<b>NEC</b>,和<b>联发科</b>,”它加入了谷歌的云合作伙伴计划,以支持在边缘部署5G服务,并与“<b>洛克希德·马丁</b>推进 5G 以支持航空航天和国防应用的关键任务通信。”</blockquote></p><p> Finally, Keysight stock is available at an attractive valuation right now. The company's trailing price-to-earnings (P/E) ratio of 41 is lower than the five-year average multiple of 50. The forward earnings multiple of 28 points toward a nice bump in the bottom line, which makes Keysight a stock worth considering for investors looking to take advantage of the 5G infrastructure market's growth.</p><p><blockquote>最后,是德科技股票目前的估值颇具吸引力。该公司的历史市盈率(P/E)为41,低于50的五年平均倍数。28 点的预期市盈率有望大幅提升,这使得是德科技成为希望利用 5G 基础设施市场增长的投资者值得考虑的股票。</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>These 5G Stocks Can Crush the Market in 2022, and They're Cheap Right Now<blockquote>这些 5G 股票可能会在 2022 年碾压市场,而且现在它们很便宜</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 5G Stocks Can Crush the Market in 2022, and They're Cheap Right Now<blockquote>这些 5G 股票可能会在 2022 年碾压市场,而且现在它们很便宜</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-07 20:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The fifth-generation (5G) wireless market has been a happy hunting ground for investors in 2021, as evident from the 18%-plus gains scored by the <b>Defiance Next Gen Connectivity ETF</b> that invests in stocks of companies involved in the rollout of 5G infrastructure and services.</p><p><blockquote>第五代 (5G) 无线市场在 2021 年一直是投资者的快乐猎场,这一点从第五代 (5G) 无线市场 18% 以上的涨幅中可见一斑。<b>Defiance 下一代连接 ETF</b>这投资于参与 5G 基础设施和服务推出的公司的股票。</blockquote></p><p> The New Year could turn out to be another solid one for 5G stocks as spending on 5G wireless infrastructure is expected to rise in 2022, while the number of 5G-enabled smartphones is also expected to jump higher. According to <b>Gartner</b>, 5G wireless network infrastructure spending could increase to $23.2 billion next year from 2021's estimate of $19.1 billion. Meanwhile, 660 million 5G smartphones are expected to be sold in 2022, according to TrendForce, up from 500 million units this year.</p><p><blockquote>对于 5G 股票来说,新的一年可能会是又一个稳健的一年,因为 5G 无线基础设施支出预计将在 2022 年上升,而支持 5G 的智能手机数量预计也将跃升。根据<b>高德纳</b>5G 无线网络基础设施支出明年可能会从 2021 年的 191 亿美元增加到 232 亿美元。与此同时,根据TrendForce的数据,预计2022年5G智能手机将售出6.6亿部,高于今年的5亿部。</blockquote></p><p> Investors can take advantage of the growth in 5G infrastructure and smartphones with the help of <b>Skyworks Solutions</b> and <b>Keysight Technologies</b>, two companies that could clock impressive growth in 2022 and beyond. Let's see why.</p><p><blockquote>投资者可以利用5G基础设施和智能手机的增长<b>Skyworks解决方案</b>和<b>是德科技</b>这两家公司可能会在 2022 年及以后实现令人印象深刻的增长。让我们看看为什么。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15ed384ea8a84f4c7e6abed273f06d27\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社</span></p></blockquote></p><p> <b>1. Skyworks Solutions</b></p><p><blockquote><b>1. Skyworks解决方案</b></blockquote></p><p> Skyworks Solutions is one of the best ways to play the 5G smartphone opportunity, thanks to its terrific customer base that includes nearly all the top smartphone original equipment manufacturers (OEMs). The company's 5G chips are used by the likes of <b>Samsung</b>, Vivo, OPPO,<b>Xiaomi</b>, and <b>Apple</b>.</p><p><blockquote>Skyworks Solutions是利用5G智能手机机会的最佳方式之一,这要归功于其出色的客户群,其中包括几乎所有顶级智能手机原始设备制造商(OEM)。该公司的 5G 芯片被<b>三星</b>,Vivo, OPPO,<b>小米</b>,和<b>苹果</b>.</blockquote></p><p> It is worth noting that these five smartphone makers are expected to account for 80% of estimated 1.39 billion unit shipments in 2022, according to TrendForce. Apple is expected to be the second-largest smartphone manufacturer next year, with shipments of 243 million units and a share of 18%. This bodes well for Skyworks as Apple is its largest customer, producing 59% of its revenue in the recently concluded fiscal 2021.</p><p><blockquote>值得注意的是,根据TrendForce的数据,这五家智能手机制造商预计将占2022年预计13.9亿部出货量的80%。苹果预计明年将成为第二大智能手机制造商,出货量为2.43亿部,份额为18%。这对 Skyworks 来说是个好兆头,因为苹果是其最大的客户,在最近结束的 2021 财年创造了其 59% 的收入。</blockquote></p><p> Counterpoint Research estimates that Apple could corner 33% of the 5G smartphone market in 2021 thanks to the launch of the iPhone 13, which would be an improvement over last year's 5G market share of 24%. What's more, Strategy Analytics estimates that Apple could end up commanding 40% of the 5G smartphone market post the launch of the iPhone 13. That won't be surprising given the installed base of hundreds of millions of iPhone users that are in an upgrade window to buy a 5G device.</p><p><blockquote>Counterpoint Research估计,由于iPhone 13的推出,苹果可能会在2021年占领33%的5G智能手机市场,这将比去年24%的5G市场份额有所改善。此外,Strategy Analytics估计,在iPhone 13推出后,苹果最终可能会占据5G智能手机市场40%的份额。鉴于数亿iPhone用户正处于购买5G设备的升级窗口,这并不奇怪。</blockquote></p><p> If Apple can keep it up, Skyworks Solutions can sustain its terrific fiscal 2021 performance in the new fiscal year as well. The company's revenue had increased 52% in the twelve months that ended on Oct. 1, 2021, while adjusted earnings shot up an impressive 71% year over year to $10.50 per share. The good part about Skyworks is that it has more than just its mobile business to drive growth.</p><p><blockquote>如果苹果能够跟上,Skyworks Solutions 也可以在新财年保持其 2021 财年出色的业绩。截至 2021 年 10 月 1 日的 12 个月内,该公司的收入增长了 52%,而调整后收益同比增长了 71%,达到每股 10.50 美元,令人印象深刻。Skyworks的好处在于,它推动增长的不仅仅是移动业务。</blockquote></p><p> The company also sells chips used in telecom infrastructure, the automotive industry,Internet of Things applications, smart homes, wearables, and Wi-Fi routers. Sales to these verticals are clubbed under the broad markets business segment, which recorded 31% year-over-year growth last quarter and accounted for 29% of the revenue.</p><p><blockquote>该公司还销售用于电信基础设施、汽车行业、物联网应用、智能家居、可穿戴设备和 Wi-Fi 路由器的芯片。这些垂直领域的销售额属于广阔市场业务部门,该部门上季度同比增长 31%,占收入的 29%。</blockquote></p><p> Skyworks could keep growing at impressive rates in 2022 and beyond, thanks to the fast-growing markets it operates in. That's why investors looking to buy a 5G stock should take a closer look at this chipmaker, as it is trading at just under 17 times trailing earnings, which makes it cheaper than the five-year average earnings multiple of nearly 21.</p><p><blockquote>由于其运营的市场快速增长,Skyworks 可能会在 2022 年及以后继续以令人印象深刻的速度增长。这就是为什么希望购买 5G 股票的投资者应该仔细看看这家芯片制造商,因为它的市盈率略低于历史市盈率的 17 倍,这使其低于近 21 倍的五年平均市盈率。</blockquote></p><p> <b>2. Keysight Technologies</b></p><p><blockquote><b>2.是德科技</b></blockquote></p><p> Keysight Technologies provides networking test and measurement equipment for various industries ranging from communications to networking to automotive, among others. TechNavio estimates that the global communications test market could add $3.19 billion in revenue from 2020 to 2024, while another report from Frost & Sullivan estimates that the deployment of 5G and IoT solutions could send this market's revenue to nearly $19 billion by 2025.</p><p><blockquote>是德科技为通信、网络、汽车等各行各业提供网络测试和测量设备。TechNavio估计,从2020年到2024年,全球通信测试市场可能会增加31.9亿美元的收入,而Frost & Sullivan的另一份报告估计,到2025年,5G和物联网解决方案的部署可能会使该市场的收入达到近190亿美元。</blockquote></p><p> This indicates that Keysight has a lot of room to grow its top line, as the company has only generated about $5 billion in revenue over the trailing 12 months. More importantly, Keysight reportedly commands a 47% share of the test and measurement equipment space, which places it in a solid position to take advantage of the end-market opportunity.</p><p><blockquote>这表明是德科技有很大的增长空间,因为该公司在过去 12 个月中仅产生了约 50 亿美元的收入。更重要的是,据报道是德科技在测试和测量设备领域占有 47% 的份额,这使其在利用终端市场机会方面处于有利地位。</blockquote></p><p> The tailwinds in the networking and measurement equipment market are driving solid growth in Keysight's order book. The company's orders in the fourth quarter of fiscal 2021 increased 21% year over year to $1.49 billion. This was way higher than the company's actual revenue growth of 6% for the quarter.</p><p><blockquote>网络和测量设备市场的顺风正在推动是德科技订单的稳步增长。该公司2021财年第四季度的订单同比增长21%,达到14.9亿美元。这远高于该公司本季度 6% 的实际收入增长。</blockquote></p><p></p><p> What's more, Keysight is entering the new fiscal year with a backlog of more than $2 billion. Throw in the fact that the company has built a strong client base involved in the rollout of 5G services, and it won't be surprising to see it sustain the impressive growth that it has clocked in the past year.</p><p><blockquote>更重要的是,是德科技以超过20亿美元的积压订单进入新财年。再加上该公司在5G服务的推出中建立了强大的客户群,看到它保持过去一年令人印象深刻的增长也就不足为奇了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4a9852ac5aa4214f8590b7132e4a20\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>KEYS data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCharts 提供的关键数据</span></p></blockquote></p><p> Keysight management pointed out on the latest earnings conference call that it is \"winning engagements with industry leaders like <b>NXP</b>,<b>NEC</b>, and <b>MediaTek</b>,\" it has joined Google's Cloud partner initiative to support the deployment of 5G services at the edge, and has collaborated with \"<b>Lockheed Martin</b> to advance 5G in support of mission-critical communications for aerospace and defense applications.\"</p><p><blockquote>是德科技管理层在最新的财报电话会议上指出,它正在“赢得与行业领导者的合作,例如<b>恩智浦</b>,<b>NEC</b>,和<b>联发科</b>,”它加入了谷歌的云合作伙伴计划,以支持在边缘部署5G服务,并与“<b>洛克希德·马丁</b>推进 5G 以支持航空航天和国防应用的关键任务通信。”</blockquote></p><p> Finally, Keysight stock is available at an attractive valuation right now. The company's trailing price-to-earnings (P/E) ratio of 41 is lower than the five-year average multiple of 50. The forward earnings multiple of 28 points toward a nice bump in the bottom line, which makes Keysight a stock worth considering for investors looking to take advantage of the 5G infrastructure market's growth.</p><p><blockquote>最后,是德科技股票目前的估值颇具吸引力。该公司的历史市盈率(P/E)为41,低于50的五年平均倍数。28 点的预期市盈率有望大幅提升,这使得是德科技成为希望利用 5G 基础设施市场增长的投资者值得考虑的股票。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/12/07/these-5g-stocks-can-crush-the-market-in-2022-and-t/\">Motley Fool</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":{"KEYS":"Keysight Technologies Inc","BIGY":"YieldMax Target 12 Big 50 Option Income ETF","SWKS":"思佳讯"},"source_url":"https://www.fool.com/investing/2021/12/07/these-5g-stocks-can-crush-the-market-in-2022-and-t/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181796651","content_text":"The fifth-generation (5G) wireless market has been a happy hunting ground for investors in 2021, as evident from the 18%-plus gains scored by the Defiance Next Gen Connectivity ETF that invests in stocks of companies involved in the rollout of 5G infrastructure and services.\nThe New Year could turn out to be another solid one for 5G stocks as spending on 5G wireless infrastructure is expected to rise in 2022, while the number of 5G-enabled smartphones is also expected to jump higher. According to Gartner, 5G wireless network infrastructure spending could increase to $23.2 billion next year from 2021's estimate of $19.1 billion. Meanwhile, 660 million 5G smartphones are expected to be sold in 2022, according to TrendForce, up from 500 million units this year.\nInvestors can take advantage of the growth in 5G infrastructure and smartphones with the help of Skyworks Solutions and Keysight Technologies, two companies that could clock impressive growth in 2022 and beyond. Let's see why.\nImage source: Getty Images\n1. Skyworks Solutions\nSkyworks Solutions is one of the best ways to play the 5G smartphone opportunity, thanks to its terrific customer base that includes nearly all the top smartphone original equipment manufacturers (OEMs). The company's 5G chips are used by the likes of Samsung, Vivo, OPPO,Xiaomi, and Apple.\nIt is worth noting that these five smartphone makers are expected to account for 80% of estimated 1.39 billion unit shipments in 2022, according to TrendForce. Apple is expected to be the second-largest smartphone manufacturer next year, with shipments of 243 million units and a share of 18%. This bodes well for Skyworks as Apple is its largest customer, producing 59% of its revenue in the recently concluded fiscal 2021.\nCounterpoint Research estimates that Apple could corner 33% of the 5G smartphone market in 2021 thanks to the launch of the iPhone 13, which would be an improvement over last year's 5G market share of 24%. What's more, Strategy Analytics estimates that Apple could end up commanding 40% of the 5G smartphone market post the launch of the iPhone 13. That won't be surprising given the installed base of hundreds of millions of iPhone users that are in an upgrade window to buy a 5G device.\nIf Apple can keep it up, Skyworks Solutions can sustain its terrific fiscal 2021 performance in the new fiscal year as well. The company's revenue had increased 52% in the twelve months that ended on Oct. 1, 2021, while adjusted earnings shot up an impressive 71% year over year to $10.50 per share. The good part about Skyworks is that it has more than just its mobile business to drive growth.\nThe company also sells chips used in telecom infrastructure, the automotive industry,Internet of Things applications, smart homes, wearables, and Wi-Fi routers. Sales to these verticals are clubbed under the broad markets business segment, which recorded 31% year-over-year growth last quarter and accounted for 29% of the revenue.\nSkyworks could keep growing at impressive rates in 2022 and beyond, thanks to the fast-growing markets it operates in. That's why investors looking to buy a 5G stock should take a closer look at this chipmaker, as it is trading at just under 17 times trailing earnings, which makes it cheaper than the five-year average earnings multiple of nearly 21.\n2. Keysight Technologies\nKeysight Technologies provides networking test and measurement equipment for various industries ranging from communications to networking to automotive, among others. TechNavio estimates that the global communications test market could add $3.19 billion in revenue from 2020 to 2024, while another report from Frost & Sullivan estimates that the deployment of 5G and IoT solutions could send this market's revenue to nearly $19 billion by 2025.\nThis indicates that Keysight has a lot of room to grow its top line, as the company has only generated about $5 billion in revenue over the trailing 12 months. More importantly, Keysight reportedly commands a 47% share of the test and measurement equipment space, which places it in a solid position to take advantage of the end-market opportunity.\nThe tailwinds in the networking and measurement equipment market are driving solid growth in Keysight's order book. The company's orders in the fourth quarter of fiscal 2021 increased 21% year over year to $1.49 billion. This was way higher than the company's actual revenue growth of 6% for the quarter.\nWhat's more, Keysight is entering the new fiscal year with a backlog of more than $2 billion. Throw in the fact that the company has built a strong client base involved in the rollout of 5G services, and it won't be surprising to see it sustain the impressive growth that it has clocked in the past year.\nKEYS data by YCharts\nKeysight management pointed out on the latest earnings conference call that it is \"winning engagements with industry leaders like NXP,NEC, and MediaTek,\" it has joined Google's Cloud partner initiative to support the deployment of 5G services at the edge, and has collaborated with \"Lockheed Martin to advance 5G in support of mission-critical communications for aerospace and defense applications.\"\nFinally, Keysight stock is available at an attractive valuation right now. The company's trailing price-to-earnings (P/E) ratio of 41 is lower than the five-year average multiple of 50. The forward earnings multiple of 28 points toward a nice bump in the bottom line, which makes Keysight a stock worth considering for investors looking to take advantage of the 5G infrastructure market's growth.","news_type":1,"symbols_score_info":{"KEYS":0.9,"SWKS":0.9,"BIGY":0.9}},"isVote":1,"tweetType":1,"viewCount":2210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872493349,"gmtCreate":1637555953993,"gmtModify":1637558421503,"author":{"id":"4100655058123160","authorId":"4100655058123160","name":"teegem63","avatar":"https://static.tigerbbs.com/ac15943f10bad1c2c0ec91d5d8a2bd22","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100655058123160","authorIdStr":"4100655058123160"},"themes":[],"title":"","htmlText":"Just too much hype. Big market potential. But where’s the middle income cohort? Overseas?","listText":"Just too much hype. Big market potential. But where’s the middle income cohort? Overseas?","text":"Just too much hype. Big market potential. But where’s the middle income cohort? Overseas?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872493349","repostId":"1141057929","repostType":4,"isVote":1,"tweetType":1,"viewCount":2193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690450441,"gmtCreate":1639703757052,"gmtModify":1639703757208,"author":{"id":"4100655058123160","authorId":"4100655058123160","name":"teegem63","avatar":"https://static.tigerbbs.com/ac15943f10bad1c2c0ec91d5d8a2bd22","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100655058123160","authorIdStr":"4100655058123160"},"themes":[],"title":"","htmlText":"Wow another company taking advantage to privatised at Low cost. ","listText":"Wow another company taking advantage to privatised at Low cost. ","text":"Wow another company taking advantage to privatised at Low cost.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690450441","repostId":"1172405131","repostType":4,"isVote":1,"tweetType":1,"viewCount":2823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875829894,"gmtCreate":1637633471147,"gmtModify":1637634540386,"author":{"id":"4100655058123160","authorId":"4100655058123160","name":"teegem63","avatar":"https://static.tigerbbs.com/ac15943f10bad1c2c0ec91d5d8a2bd22","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100655058123160","authorIdStr":"4100655058123160"},"themes":[],"title":"","htmlText":"Quite dramatic movements. Profit taking? ","listText":"Quite dramatic movements. Profit taking? ","text":"Quite dramatic movements. Profit taking?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875829894","repostId":"2185306806","repostType":4,"isVote":1,"tweetType":1,"viewCount":2439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875821209,"gmtCreate":1637633636318,"gmtModify":1637634454847,"author":{"id":"4100655058123160","authorId":"4100655058123160","name":"teegem63","avatar":"https://static.tigerbbs.com/ac15943f10bad1c2c0ec91d5d8a2bd22","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100655058123160","authorIdStr":"4100655058123160"},"themes":[],"title":"","htmlText":"So who’s making the $$ ?Fundamentals missing. So biggest hit again retail. ","listText":"So who’s making the $$ ?Fundamentals missing. So biggest hit again retail. ","text":"So who’s making the $$ ?Fundamentals missing. So biggest hit again retail.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875821209","repostId":"1171072090","repostType":4,"isVote":1,"tweetType":1,"viewCount":3222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}