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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":696107827,"tweetId":"696107827","gmtCreate":1640646158187,"gmtModify":1640646158717,"author":{"id":3581724772671504,"idStr":"3581724772671504","authorId":3581724772671504,"authorIdStr":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":48,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>Like</body></html>","htmlText":"<html><head></head><body>Like</body></html>","text":"Like","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/696107827","repostId":1165962014,"repostType":4,"repost":{"id":"1165962014","kind":"news","pubTimestamp":1640603981,"share":"https://www.laohu8.com/m/news/1165962014?lang=zh_CN&edition=full","pubTime":"2021-12-27 19:19","market":"us","language":"en","title":"Chip Stocks Are Getting Pricey. Here Are a Few That Still Look Cheap.<blockquote>芯片股越来越贵。这里有几个看起来还是很便宜的。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1165962014","media":"Barrons","summary":"Chip stocks have shined amid global semiconductor shortages, but some of the biggest names are looki","content":"Chip stocks have shined amid global semiconductor shortages, but some of the biggest names are looking pricey.<blockquote>在全球半导体短缺的情况下，芯片股大放异彩，但一些最大的股票看起来价格昂贵。</blockquote> Nvidia&nbsp;(ticker: NVDA), the best performer year-to-date in the&nbsp;PHLX Semiconductor index,or Sox, has returned roughly 130% this year. It now trades at 57.9 times estimated 2022 earnings. That’s pricey, even to the stock’s bulls.<blockquote>英伟达（股票代码：NVDA）是PHLX半导体指数（Sox）中今年迄今为止表现最好的公司，今年的回报率约为130%。目前该公司的市盈率是2022年预期市盈率的57.9倍。即使对该股的多头来说，这也是昂贵的。</blockquote> Bernstein analyst Stacy Rasgon conceded earlier this month that the stock appears expensive on a price-to-earnings basis. But he told Barron’s he still recommends the shares because in tech a high P/E ratio isn’t necessarily a reason to sell a stock. For Nvidia, Rasgon sees strong catalysts and a stronger narrative unfolding as the company continues to monetize and expand its software offerings while benefiting from growing metaverse interest and investment.<blockquote>伯恩斯坦分析师斯泰西·拉斯贡本月早些时候承认，从市盈率来看，该股似乎很昂贵。但他告诉巴伦周刊他仍然推荐这些股票，因为在科技行业，高市盈率并不一定是出售股票的理由。对于英伟达来说，拉斯贡认为，随着该公司继续货币化和扩大其软件产品，同时受益于不断增长的元宇宙兴趣和投资，将出现强大的催化剂和更强大的叙事。</blockquote> On the other side of the equation, a low P/E ratio isn’t a reason to buy a stock, but it’s often a good place to start a search. And there are a few bargains in the semiconductor sector. That’s why Barron’s screened for the 13 cheapest stocks in the Sox index based on price to estimated 2022 earnings.<blockquote>另一方面，低市盈率并不是购买股票的理由，但它通常是开始搜索的好地方。半导体行业也有一些便宜货。这就是为什么巴伦周刊根据2022年预计收益的价格筛选出Sox指数中13只最便宜的股票。</blockquote> Cheap Chips<blockquote>廉价芯片</blockquote> These are the cheapest stocks in the PHLX Semiconductor Sector index based on price to estimated 2022 earnings.<blockquote>根据价格与预计2022年收益之比，这些是PHLX半导体行业指数中最便宜的股票。</blockquote> <img src=\"https://static.tigerbbs.com/829812482595377c053e5ac2b6b38e12\" tg-width=\"1097\" tg-height=\"593\" referrerpolicy=\"no-referrer\">Source: Bloomberg<blockquote>资料来源：彭博社</blockquote> Memory chip firm&nbsp;Micron Technology&nbsp;(MU) is the cheapest chip stock in the pack, trading at 8.2 times forward earnings. Earlier this week, the firm reported strong results and released a better-than-expected forecast for the current forecast. The stock has returned 26% so far this year.<blockquote>存储芯片公司美光科技(MU)是最便宜的芯片股，预期市盈率为8.2倍。本周早些时候，该公司报告了强劲的业绩，并发布了好于预期的当前预测。今年迄今为止，该股的回报率为26%。</blockquote> Chip product packaging and test services provider&nbsp;Amkor Technology&nbsp;(AMKR) is second, trading at 9.3 times 2022 earnings estimates. The midcap chip stock has returned 55% in 2021.<blockquote>芯片产品封装和测试服务提供商Amkor Technology(AMKR)位居第二，其交易价格为2022年盈利预期的9.3倍。该中型芯片股2021年的回报率为55%。</blockquote> Qorvo&nbsp;(QRVO) and&nbsp;Skyworks Solutions,both suppliers for&nbsp;Apple&nbsp;(AAPL), trade at 11.6 and 12 times forward earnings, respectively. Both stocks have lagged behind their peers, down 7.9% and up 2.2% this year, respectively.<blockquote>苹果(AAPL)的供应商Qorvo(QRVO)和Skyworks Solutions的预期市盈率分别为11.6倍和12倍。这两只股票都落后于同行，今年分别下跌7.9%和上涨2.2%。</blockquote> The fifth cheapest stock in the bunch is&nbsp;Intel&nbsp;(INTC), which Rasgon says is a good example of a cheap, but not necessarily attractive stock. Rasgon said CEO Paul&nbsp;Gelsinger isn’t necessarily doing the wrong thing investing billions in turnaround efforts, but he’s bearish on the stock overall.<blockquote>其中第五便宜的股票是英特尔（INTC），拉斯贡表示，这是一只便宜但不一定有吸引力的股票的一个很好的例子。拉斯贡表示，首席执行官保罗·基辛格(Paul Gelsinger)投资数十亿美元进行扭亏为盈并不一定是做错了什么，但他总体上看跌该股。</blockquote> “He’s trying to fix 10 years of sin,” Rasgon said. “These are problems that didn’t just show up last quarter, they’ve been building for 10 years. And it’s going to take five to 10 years to fix it. He’s showing the willingness to blow up the model to fix it.”<blockquote>“他正试图弥补10年的罪孽，”拉斯贡说。“这些问题不是上个季度才出现的，他们已经酝酿了10年。而且要解决这个问题需要5到10年的时间。他表现出了炸毁模型来解决这个问题的意愿。”</blockquote> Some of Rasgon’s other picks, like&nbsp;Qualcomm&nbsp;(QCOM) and&nbsp;Broadcom&nbsp;(AVGO), as well as semiconductor manufacturing equipment stocks&nbsp;Applied Materials&nbsp;(AMAT) and&nbsp;Lam Research&nbsp;(LRCX), also made the cut for our screen.<blockquote>Rasgon的其他一些精选股票，如高通(QCOM)和博通(AVGO)，以及半导体制造设备股票应用材料(AMAT)和泛林研究(LRCX)，也入选了我们的屏幕。</blockquote> No one quite knows when the chip shortage will abate, but we do know there are plenty of cheap stocks that could benefit from a continued shortage in 2022.<blockquote>没有人确切知道芯片短缺何时会缓解，但我们确实知道有很多廉价股票可能会从2022年的持续短缺中受益。</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>Chip Stocks Are Getting Pricey. Here Are a Few That Still Look Cheap.<blockquote>芯片股越来越贵。这里有几个看起来还是很便宜的。</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\">\nChip Stocks Are Getting Pricey. Here Are a Few That Still Look Cheap.<blockquote>芯片股越来越贵。这里有几个看起来还是很便宜的。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-12-27 19:19\n\n</h4>\n</header>\n<article>\nChip stocks have shined amid global semiconductor shortages, but some of the biggest names are looking pricey.<blockquote>在全球半导体短缺的情况下，芯片股大放异彩，但一些最大的股票看起来价格昂贵。</blockquote> Nvidia&nbsp;(ticker: NVDA), the best performer year-to-date in the&nbsp;PHLX Semiconductor index,or Sox, has returned roughly 130% this year. It now trades at 57.9 times estimated 2022 earnings. That’s pricey, even to the stock’s bulls.<blockquote>英伟达（股票代码：NVDA）是PHLX半导体指数（Sox）中今年迄今为止表现最好的公司，今年的回报率约为130%。目前该公司的市盈率是2022年预期市盈率的57.9倍。即使对该股的多头来说，这也是昂贵的。</blockquote> Bernstein analyst Stacy Rasgon conceded earlier this month that the stock appears expensive on a price-to-earnings basis. But he told Barron’s he still recommends the shares because in tech a high P/E ratio isn’t necessarily a reason to sell a stock. For Nvidia, Rasgon sees strong catalysts and a stronger narrative unfolding as the company continues to monetize and expand its software offerings while benefiting from growing metaverse interest and investment.<blockquote>伯恩斯坦分析师斯泰西·拉斯贡本月早些时候承认，从市盈率来看，该股似乎很昂贵。但他告诉巴伦周刊他仍然推荐这些股票，因为在科技行业，高市盈率并不一定是出售股票的理由。对于英伟达来说，拉斯贡认为，随着该公司继续货币化和扩大其软件产品，同时受益于不断增长的元宇宙兴趣和投资，将出现强大的催化剂和更强大的叙事。</blockquote> On the other side of the equation, a low P/E ratio isn’t a reason to buy a stock, but it’s often a good place to start a search. And there are a few bargains in the semiconductor sector. That’s why Barron’s screened for the 13 cheapest stocks in the Sox index based on price to estimated 2022 earnings.<blockquote>另一方面，低市盈率并不是购买股票的理由，但它通常是开始搜索的好地方。半导体行业也有一些便宜货。这就是为什么巴伦周刊根据2022年预计收益的价格筛选出Sox指数中13只最便宜的股票。</blockquote> Cheap Chips<blockquote>廉价芯片</blockquote> These are the cheapest stocks in the PHLX Semiconductor Sector index based on price to estimated 2022 earnings.<blockquote>根据价格与预计2022年收益之比，这些是PHLX半导体行业指数中最便宜的股票。</blockquote> <img src=\"https://static.tigerbbs.com/829812482595377c053e5ac2b6b38e12\" tg-width=\"1097\" tg-height=\"593\" referrerpolicy=\"no-referrer\">Source: Bloomberg<blockquote>资料来源：彭博社</blockquote> Memory chip firm&nbsp;Micron Technology&nbsp;(MU) is the cheapest chip stock in the pack, trading at 8.2 times forward earnings. Earlier this week, the firm reported strong results and released a better-than-expected forecast for the current forecast. The stock has returned 26% so far this year.<blockquote>存储芯片公司美光科技(MU)是最便宜的芯片股，预期市盈率为8.2倍。本周早些时候，该公司报告了强劲的业绩，并发布了好于预期的当前预测。今年迄今为止，该股的回报率为26%。</blockquote> Chip product packaging and test services provider&nbsp;Amkor Technology&nbsp;(AMKR) is second, trading at 9.3 times 2022 earnings estimates. The midcap chip stock has returned 55% in 2021.<blockquote>芯片产品封装和测试服务提供商Amkor Technology(AMKR)位居第二，其交易价格为2022年盈利预期的9.3倍。该中型芯片股2021年的回报率为55%。</blockquote> Qorvo&nbsp;(QRVO) and&nbsp;Skyworks Solutions,both suppliers for&nbsp;Apple&nbsp;(AAPL), trade at 11.6 and 12 times forward earnings, respectively. Both stocks have lagged behind their peers, down 7.9% and up 2.2% this year, respectively.<blockquote>苹果(AAPL)的供应商Qorvo(QRVO)和Skyworks Solutions的预期市盈率分别为11.6倍和12倍。这两只股票都落后于同行，今年分别下跌7.9%和上涨2.2%。</blockquote> The fifth cheapest stock in the bunch is&nbsp;Intel&nbsp;(INTC), which Rasgon says is a good example of a cheap, but not necessarily attractive stock. Rasgon said CEO Paul&nbsp;Gelsinger isn’t necessarily doing the wrong thing investing billions in turnaround efforts, but he’s bearish on the stock overall.<blockquote>其中第五便宜的股票是英特尔（INTC），拉斯贡表示，这是一只便宜但不一定有吸引力的股票的一个很好的例子。拉斯贡表示，首席执行官保罗·基辛格(Paul Gelsinger)投资数十亿美元进行扭亏为盈并不一定是做错了什么，但他总体上看跌该股。</blockquote> “He’s trying to fix 10 years of sin,” Rasgon said. “These are problems that didn’t just show up last quarter, they’ve been building for 10 years. And it’s going to take five to 10 years to fix it. He’s showing the willingness to blow up the model to fix it.”<blockquote>“他正试图弥补10年的罪孽，”拉斯贡说。“这些问题不是上个季度才出现的，他们已经酝酿了10年。而且要解决这个问题需要5到10年的时间。他表现出了炸毁模型来解决这个问题的意愿。”</blockquote> Some of Rasgon’s other picks, like&nbsp;Qualcomm&nbsp;(QCOM) and&nbsp;Broadcom&nbsp;(AVGO), as well as semiconductor manufacturing equipment stocks&nbsp;Applied Materials&nbsp;(AMAT) and&nbsp;Lam Research&nbsp;(LRCX), also made the cut for our screen.<blockquote>Rasgon的其他一些精选股票，如高通(QCOM)和博通(AVGO)，以及半导体制造设备股票应用材料(AMAT)和泛林研究(LRCX)，也入选了我们的屏幕。</blockquote> No one quite knows when the chip shortage will abate, but we do know there are plenty of cheap stocks that could benefit from a continued shortage in 2022.<blockquote>没有人确切知道芯片短缺何时会缓解，但我们确实知道有很多廉价股票可能会从2022年的持续短缺中受益。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/cheap-chip-stocks-51640299331?mod=hp_LATEST\">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":{"MU":"美光科技","IIVI":"COHERENT CORP 6.00% MANDATORY CON PFD SER A","NVDA":"英伟达","AVGO":"博通","NXPI":"恩智浦","SWKS":"思佳讯","KLAC":"科磊","MCHP":"微芯科技","INTC":"英特尔","AMAT":"应用材料","QCOM":"高通","LRCX":"拉姆研究","QRVO":"Qorvo, Inc.","AMKR":"艾马克技术公司"},"source_url":"https://www.barrons.com/articles/cheap-chip-stocks-51640299331?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165962014","content_text":"Chip stocks have shined amid global semiconductor shortages, but some of the biggest names are looking pricey.\nNvidia (ticker: NVDA), the best performer year-to-date in the PHLX Semiconductor index,or Sox, has returned roughly 130% this year. It now trades at 57.9 times estimated 2022 earnings. That’s pricey, even to the stock’s bulls.\nBernstein analyst Stacy Rasgon conceded earlier this month that the stock appears expensive on a price-to-earnings basis. But he told Barron’s he still recommends the shares because in tech a high P/E ratio isn’t necessarily a reason to sell a stock. For Nvidia, Rasgon sees strong catalysts and a stronger narrative unfolding as the company continues to monetize and expand its software offerings while benefiting from growing metaverse interest and investment.\nOn the other side of the equation, a low P/E ratio isn’t a reason to buy a stock, but it’s often a good place to start a search. And there are a few bargains in the semiconductor sector. That’s why Barron’s screened for the 13 cheapest stocks in the Sox index based on price to estimated 2022 earnings.\nCheap Chips\nThese are the cheapest stocks in the PHLX Semiconductor Sector index based on price to estimated 2022 earnings.\nSource: Bloomberg\nMemory chip firm Micron Technology (MU) is the cheapest chip stock in the pack, trading at 8.2 times forward earnings. Earlier this week, the firm reported strong results and released a better-than-expected forecast for the current forecast. The stock has returned 26% so far this year.\nChip product packaging and test services provider Amkor Technology (AMKR) is second, trading at 9.3 times 2022 earnings estimates. The midcap chip stock has returned 55% in 2021.\nQorvo (QRVO) and Skyworks Solutions,both suppliers for Apple (AAPL), trade at 11.6 and 12 times forward earnings, respectively. Both stocks have lagged behind their peers, down 7.9% and up 2.2% this year, respectively.\nThe fifth cheapest stock in the bunch is Intel (INTC), which Rasgon says is a good example of a cheap, but not necessarily attractive stock. Rasgon said CEO Paul Gelsinger isn’t necessarily doing the wrong thing investing billions in turnaround efforts, but he’s bearish on the stock overall.\n“He’s trying to fix 10 years of sin,” Rasgon said. “These are problems that didn’t just show up last quarter, they’ve been building for 10 years. And it’s going to take five to 10 years to fix it. He’s showing the willingness to blow up the model to fix it.”\nSome of Rasgon’s other picks, like Qualcomm (QCOM) and Broadcom (AVGO), as well as semiconductor manufacturing equipment stocks Applied Materials (AMAT) and Lam Research (LRCX), also made the cut for our screen.\nNo one quite knows when the chip shortage will abate, but we do know there are plenty of cheap stocks that could benefit from a continued shortage in 2022.","news_type":1,"symbols_score_info":{"NXPI":0.9,"QRVO":0.9,"AMKR":0.9,"QCOM":0.9,"SWKS":0.9,"MCHP":0.9,"NVDA":0.9,"AVGO":0.9,"INTC":0.9,"IIVI":0.9,"LRCX":0.9,"KLAC":0.9,"AMAT":0.9,"MU":0.9}},"isVote":1,"tweetType":1,"viewCount":781,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/696107827"}