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Origin28

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- Origin28Origin28
  ·2021-07-14
  Imma just WISH for the best I guess
  1,648 评论
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- Origin28Origin28
  ·2021-07-14
  $Exela Technologies, Inc.(XELA)$hodl
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  4
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- Origin28Origin28
  ·2021-06-30
  Wow
  Ahead of the Apple iPhone 13 Launch, These Chip Makers Look Like Buys<blockquote>在苹果 iPhone 13 发布之前，这些芯片制造商似乎正在购买</blockquote>
  It’s not even July, and already there is the whiff of a fall Apple product launch in the air. The ne
  Ahead of the Apple iPhone 13 Launch, These Chip Makers Look Like Buys<blockquote>在苹果 iPhone 13 发布之前，这些芯片制造商似乎正在购买</blockquote>
  1,496 评论
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- Origin28Origin28
  ·2021-06-30
  Wow
  非常抱歉，此主贴已删除
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- Origin28Origin28
  ·2021-06-27
  Wow
  非常抱歉，此主贴已删除
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- Origin28Origin28
  ·2021-06-22
  Lel
  非常抱歉，此主贴已删除
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- Origin28Origin28
  ·2021-06-22
  Wow
  非常抱歉，此主贴已删除
  1,658 2
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- Origin28Origin28
  ·2021-06-17
  $JARDINE CYCLE & CARRIAGE LTD(C07.SI)$wow
  1,630 评论
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- Origin28Origin28
  ·2021-06-17
  $JARDINE CYCLE & CARRIAGE LTD(C07.SI)$ wow
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just WISH for the best I guess","listText":"Imma just WISH for the best I guess","text":"Imma just WISH for the best I guess","images":[{"img":"https://static.tigerbbs.com/2e1f866027ae97569833d0f5b20eff4f","width":"1080","height":"3151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144143985","isVote":1,"tweetType":1,"viewCount":1648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":144154241,"gmtCreate":1626272956883,"gmtModify":1631884022712,"author":{"id":"3587022306589998","authorId":"3587022306589998","name":"Origin28","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3587022306589998","authorIdStr":"3587022306589998"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>hodl","listText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>hodl","text":"$Exela Technologies, Inc.(XELA)$hodl","images":[{"img":"https://static.tigerbbs.com/5094639fa34f75ca74326cb4dad2f279","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144154241","isVote":1,"tweetType":1,"viewCount":1602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":153556081,"gmtCreate":1625037816843,"gmtModify":1633945569809,"author":{"id":"3587022306589998","authorId":"3587022306589998","name":"Origin28","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3587022306589998","authorIdStr":"3587022306589998"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/153556081","repostId":"1140723698","repostType":4,"repost":{"id":"1140723698","kind":"news","pubTimestamp":1625037112,"share":"https://www.laohunote.com/m/news/1140723698?lang=zh_CN&edition=full","pubTime":"2021-06-30 15:11","market":"us","language":"en","title":"Ahead of the Apple iPhone 13 Launch, These Chip Makers Look Like Buys<blockquote>在苹果 iPhone 13 发布之前，这些芯片制造商似乎正在购买</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140723698","media":"Barrons","summary":"It’s not even July, and already there is the whiff of a fall Apple product launch in the air. The ne","content":"<p>It’s not even July, and already there is the whiff of a fall Apple product launch in the air. The next round of iPhones is due to arrive in September, and the Street sees opportunity—and not just for Apple stock.</p><p><blockquote>现在还没到七月，空气中就已经有了苹果秋季产品发布会的味道。下一轮 iPhone 将于 9 月上市，华尔街看到了机会——而且不仅仅是苹果股票。</blockquote></p><p> Barclays chip analyst Blayne Curtis on Tuesday made the case to buy mobile phone-related chip stocks heading into the coming Apple (ticker: AAPL) iPhone 13 launch. “For Apple, this is the time the supply-chain chatter picks up, and we expect builds to be up year-over-year as Apple positions around the continued supply&nbsp;tightness,” Curtis writes in a research note.</p><p><blockquote>巴克莱芯片分析师 Blayne Curtis 周二表示，在苹果（股票代码：AAPL）即将推出 iPhone 13 之前，买入手机相关芯片股票。“Curtis 在一份研究报告中写道：”对于苹果来说，现在是供应链讨论升温的时候，我们预计随着苹果对持续供应紧张的态度，产量将同比上升。</blockquote></p><p> For the long run, his favorite name in the group is mobile-phone radio-chip company&nbsp;Qorvo(QRVO). He has an Overweight rating on the stock, and lifts his price target to $220 from $210. He says estimates can move higher over time, but adds that companies with more exposure to Apple are likely to outperform, and notes that Qorvo is less so positioned than some other plays. Curtis likes that Qorvo’s business is more balanced than those of peers.</p><p><blockquote>从长远来看，他最喜欢的名字是手机无线电芯片公司Qorvo（QRVO）。他对该股给予跑赢大盘评级，并将目标价从 210 美元上调至 220 美元。他表示，随着时间的推移，估计可能会更高，但他补充说，对苹果敞口较大的公司可能会跑赢大盘，并指出 Qorvo 的定位不如其他一些公司。柯蒂斯喜欢 Qorvo 的业务比同行更加平衡。</blockquote></p><p> He writes that “Apple-levered”&nbsp;Cirrus Logic(CRUS) and&nbsp;Skyworks Solutions(SWKS), both of which rely on Apple for a majority of their revenue, “are positioned for beat/raises into earnings” and likely to outperform into the fall. He has Equal Weight ratings on both Cirrus and Skyworks, but raises his target to $90 from $85 on Cirrus, and for Skyworks, to $200 from $185.</p><p><blockquote>他写道，“以苹果为杠杆 ”的 Cirrus Logic（CRUS）和 Skyworks Solutions（SWKS）的大部分收入都依赖于苹果，“有望超越/提高盈利”，并可能在秋季跑赢大盘。他对Cirrus和Skyworks的权重评级相同，但将Cirrus的目标从85美元提高到90美元，对Skyworks的目标从185美元提高到200美元。</blockquote></p><p> Curtis also sees&nbsp;Broadcom(AVGO) gaining slots in the next iPhone, while keeping his Overweight rating and $525 target price.</p><p><blockquote>Curtis 还认为 Broadcom (AVGO) 将在下一代 iPhone 中获得席位，同时保持其跑赢大盘评级和 525 美元的目标价。</blockquote></p><p> In their latest fiscal years, Apple accounted for 83% of revenue at Cirrus, 56% at Skyworks, 30% at Qorvo, and 15% at Broadcom, according to the latest 10-K regulatory filings of each company.</p><p><blockquote>根据每家公司最新的 10-K 监管文件，在最近的财年，苹果占 Cirrus 收入的 83%，Skyworks 收入的 56%，Qorvo 收入的 30%，Broadcom 收入的 15%。</blockquote></p><p> On Tuesday, Cirrus stock is up 4.5%, while Skyworks and Qorvo shares have gained more than 4%, and Broadcom stock is up 0.9%.</p><p><blockquote>周二，Cirrus 股价上涨 4.5%，Skyworks 和 Qorvo 股价上涨超过 4%，Broadcom 股价上涨 0.9%。</blockquote></p><p></p>","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>Ahead of the Apple iPhone 13 Launch, These Chip Makers Look Like Buys<blockquote>在苹果 iPhone 13 发布之前，这些芯片制造商似乎正在购买</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\">\nAhead of the Apple iPhone 13 Launch, These Chip Makers Look Like Buys<blockquote>在苹果 iPhone 13 发布之前，这些芯片制造商似乎正在购买</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-06-30 15:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It’s not even July, and already there is the whiff of a fall Apple product launch in the air. The next round of iPhones is due to arrive in September, and the Street sees opportunity—and not just for Apple stock.</p><p><blockquote>现在还没到七月，空气中就已经有了苹果秋季产品发布会的味道。下一轮 iPhone 将于 9 月上市，华尔街看到了机会——而且不仅仅是苹果股票。</blockquote></p><p> Barclays chip analyst Blayne Curtis on Tuesday made the case to buy mobile phone-related chip stocks heading into the coming Apple (ticker: AAPL) iPhone 13 launch. “For Apple, this is the time the supply-chain chatter picks up, and we expect builds to be up year-over-year as Apple positions around the continued supply&nbsp;tightness,” Curtis writes in a research note.</p><p><blockquote>巴克莱芯片分析师 Blayne Curtis 周二表示，在苹果（股票代码：AAPL）即将推出 iPhone 13 之前，买入手机相关芯片股票。“Curtis 在一份研究报告中写道：”对于苹果来说，现在是供应链讨论升温的时候，我们预计随着苹果对持续供应紧张的态度，产量将同比上升。</blockquote></p><p> For the long run, his favorite name in the group is mobile-phone radio-chip company&nbsp;Qorvo(QRVO). He has an Overweight rating on the stock, and lifts his price target to $220 from $210. He says estimates can move higher over time, but adds that companies with more exposure to Apple are likely to outperform, and notes that Qorvo is less so positioned than some other plays. Curtis likes that Qorvo’s business is more balanced than those of peers.</p><p><blockquote>从长远来看，他最喜欢的名字是手机无线电芯片公司Qorvo（QRVO）。他对该股给予跑赢大盘评级，并将目标价从 210 美元上调至 220 美元。他表示，随着时间的推移，估计可能会更高，但他补充说，对苹果敞口较大的公司可能会跑赢大盘，并指出 Qorvo 的定位不如其他一些公司。柯蒂斯喜欢 Qorvo 的业务比同行更加平衡。</blockquote></p><p> He writes that “Apple-levered”&nbsp;Cirrus Logic(CRUS) and&nbsp;Skyworks Solutions(SWKS), both of which rely on Apple for a majority of their revenue, “are positioned for beat/raises into earnings” and likely to outperform into the fall. He has Equal Weight ratings on both Cirrus and Skyworks, but raises his target to $90 from $85 on Cirrus, and for Skyworks, to $200 from $185.</p><p><blockquote>他写道，“以苹果为杠杆 ”的 Cirrus Logic（CRUS）和 Skyworks Solutions（SWKS）的大部分收入都依赖于苹果，“有望超越/提高盈利”，并可能在秋季跑赢大盘。他对Cirrus和Skyworks的权重评级相同，但将Cirrus的目标从85美元提高到90美元，对Skyworks的目标从185美元提高到200美元。</blockquote></p><p> Curtis also sees&nbsp;Broadcom(AVGO) gaining slots in the next iPhone, while keeping his Overweight rating and $525 target price.</p><p><blockquote>Curtis 还认为 Broadcom (AVGO) 将在下一代 iPhone 中获得席位，同时保持其跑赢大盘评级和 525 美元的目标价。</blockquote></p><p> In their latest fiscal years, Apple accounted for 83% of revenue at Cirrus, 56% at Skyworks, 30% at Qorvo, and 15% at Broadcom, according to the latest 10-K regulatory filings of each company.</p><p><blockquote>根据每家公司最新的 10-K 监管文件，在最近的财年，苹果占 Cirrus 收入的 83%，Skyworks 收入的 56%，Qorvo 收入的 30%，Broadcom 收入的 15%。</blockquote></p><p> On Tuesday, Cirrus stock is up 4.5%, while Skyworks and Qorvo shares have gained more than 4%, and Broadcom stock is up 0.9%.</p><p><blockquote>周二，Cirrus 股价上涨 4.5%，Skyworks 和 Qorvo 股价上涨超过 4%，Broadcom 股价上涨 0.9%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-iphone-13-chip-stock-buys-51624980814?mod=hp_LEADSUPP_1\">Barrons</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":{"AAPL":"苹果","CRUS":"凌云半导体","SWKS":"思佳讯","QRVO":"Qorvo, Inc.","AVGO":"博通"},"source_url":"https://www.barrons.com/articles/apple-iphone-13-chip-stock-buys-51624980814?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140723698","content_text":"It’s not even July, and already there is the whiff of a fall Apple product launch in the air. The next round of iPhones is due to arrive in September, and the Street sees opportunity—and not just for Apple stock.\nBarclays chip analyst Blayne Curtis on Tuesday made the case to buy mobile phone-related chip stocks heading into the coming Apple (ticker: AAPL) iPhone 13 launch. “For Apple, this is the time the supply-chain chatter picks up, and we expect builds to be up year-over-year as Apple positions around the continued supply tightness,” Curtis writes in a research note.\nFor the long run, his favorite name in the group is mobile-phone radio-chip company Qorvo(QRVO). He has an Overweight rating on the stock, and lifts his price target to $220 from $210. He says estimates can move higher over time, but adds that companies with more exposure to Apple are likely to outperform, and notes that Qorvo is less so positioned than some other plays. Curtis likes that Qorvo’s business is more balanced than those of peers.\nHe writes that “Apple-levered” Cirrus Logic(CRUS) and Skyworks Solutions(SWKS), both of which rely on Apple for a majority of their revenue, “are positioned for beat/raises into earnings” and likely to outperform into the fall. 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