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- JPFUNDSJPFUNDS
  ·2021-12-02
  [Miser]
  非常抱歉，此主贴已删除
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- JPFUNDSJPFUNDS
  ·2021-04-07
  Niceeeeedaq
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- JPFUNDSJPFUNDS
  ·2021-04-07
  That’s good
  7 Stocks That Will Survive The Semiconductor Shortage Long-Term
  Semiconductor stocks have been in the limelight during the ongoing chip shortage, which has been aff
  7 Stocks That Will Survive The Semiconductor Shortage Long-Term
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- JPFUNDSJPFUNDS
  ·2021-04-05
  Zuckerburg to the moon $Facebook(FB)$
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- JPFUNDSJPFUNDS
  ·2021-03-31
  $Coursera, Inc.(COUR)$[财迷]
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- JPFUNDSJPFUNDS
  ·2021-03-31
  Someone finally disrupting the education system
  非常抱歉，此主贴已删除
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- JPFUNDSJPFUNDS
  ·2021-03-27
  [财迷]
  Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.
  The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.Numbers will matter even more for richly valued, high-growth companies such as Tesla. Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors and Ford Motor have taken unexpected plant downtime recently and
  Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.
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- JPFUNDSJPFUNDS
  ·2021-03-27
  [惊吓]
  ‘Bitcoin could be next domino to fall as investors rush to book profit,’ says technical analyst
  Bitcoin prices were under pressure on Thursday, and the world’s No. 1 crypto could see further bearish pain in the near term if stocks continue to buckle, according to an analyst.At last check, bitcoin was changing hands at $51.743 on CoinDesk, with the asset briefly touching a low at $50,458.10 over the past 24 hours and trading around its lowest point in over two weeks.“If so, this could be further bad news for Bitcoin. The crypto has been correlating positively with risk assets over the past
  ‘Bitcoin could be next domino to fall as investors rush to book profit,’ says technical analyst
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- JPFUNDSJPFUNDS
  ·2021-03-25
  Elon what are you doing??
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- JPFUNDSJPFUNDS
  ·2021-03-22
  Don’t you know, pump it up
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bsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603801904","repostId":"2188680355","repostType":4,"isVote":1,"tweetType":1,"viewCount":869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341851547,"gmtCreate":1617804286089,"gmtModify":1634296411648,"author":{"id":"3547806760926035","authorId":"3547806760926035","name":"JPFUNDS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547806760926035","authorIdStr":"3547806760926035"},"themes":[],"htmlText":"Niceeeeedaq","listText":"Niceeeeedaq","text":"Niceeeeedaq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/341851547","repostId":"2125740971","repostType":4,"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341139065,"gmtCreate":1617790295157,"gmtModify":1634296500854,"author":{"id":"3547806760926035","authorId":"3547806760926035","name":"JPFUNDS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547806760926035","authorIdStr":"3547806760926035"},"themes":[],"htmlText":"That’s good","listText":"That’s good","text":"That’s good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341139065","repostId":"1191592028","repostType":2,"repost":{"id":"1191592028","kind":"news","pubTimestamp":1617788485,"share":"https://www.laohu8.com/m/news/1191592028?lang=&edition=full","pubTime":"2021-04-07 17:41","market":"us","language":"en","title":"7 Stocks That Will Survive The Semiconductor Shortage Long-Term","url":"https://stock-news.laohu8.com/highlight/detail?id=1191592028","media":"investorplace","summary":"Semiconductor stocks have been in the limelight during the ongoing chip shortage, which has been aff","content":"<p>Semiconductor stocks have been in the limelight during the ongoing chip shortage, which has been affecting a range of firms, especially in the tech andautomotivesectors. Chips have had a significant impact on technology and innovation in the past several decades. Today, we find chips in items ranging from smartphones, to air conditioners, fridges, LED bulbs, rice cookers, TVs and cars, including electric vehicles (EVs). Therefore, today’s article discusses seven stocks that will survive the semiconductor shortage long-term.</p><p>Recent research published in the<i>Software Quality Professional</i>highlights, “The semiconductor industry has been a model for innovation over the last couple of decades. The complexity of integrated circuit (IC) designs has increased, and the process to produce them has become more challenging due to variable market demand.”</p><p>Most<i>InvestorPlace.com</i>readers are familiar with the fact that the semiconductor sector is mostly based on an outsourced manufacturing model. Put another way, most semiconductor firms design chips in-house that then get manufactured elsewhere. This type of fabrication is commonly referred to as “fab” or “foundry.”</p><p>As a cyclical industry, the semiconductor sector goes through periods of booms and busts. Developments in artificial intelligence (AI), the Internet of Things, (IoT), and machine learning will increase the global demand for chips. Analysts concur the surging demand, especially the pandemic, for consumer electronics and EVs have in part contributed to the current shortage. Over the past year, chip shares have been firing on all cylinders. The widely-followed<b>PHLX Semiconductor Sector Index</b>returned about 129% in the past 12 months.</p><p>The chip industry is extremely important for our economy. According to a jointreportby the<b>Semiconductor Industry Association</b>and the<b>Boston Consulting Group</b>, “The US semiconductor industry has long been the global semiconductor leader, consistently accounting for 45% to 50% of global revenues.”Furthermore, “Growth in global semiconductor demand is projected to require a 56 percent increase in manufacturing over the next 10 years.”</p><p>With that information here are seven stocks as semiconductors continue to make the headlines:</p><ul><li><b>Applied Materials</b>(NASDAQ:<b><u>AMAT</u></b>)</li><li><b>Hyundai Motor Company</b>(OTCMKTS:<b><u>HYMTF</u></b>)</li><li><b>Kulicke &amp; Soffa Industries</b>(NASDAQ:<b><u>KLIC</u></b>)</li><li><b>Microsoft</b>(NASDAQ:<b><u>MSFT</u></b>)</li><li><b>Nvidia</b>&nbsp;(NASDAQ:<b><u>NVDA</u></b>)</li><li><b>Taiwan Semiconductor Manufacturing</b>&nbsp;(NYSE:<b><u>TSM</u></b>)</li><li><b>Texas Instruments</b>(NASDAQ:<b><u>TXN</u></b>)</li></ul><p>Semiconductors: Applied Materials (AMAT)<img src=\"https://static.tigerbbs.com/a958bed90a8af04ee3cb430b5c1ae98f\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: michelmond / Shutterstock.com</p><p><b>52-week range:</b>$46.22 – $146</p><p><b>YTD price change:</b>Up about 66%</p><p><b>Dividend yield:</b>0.7%</p><p>Santa Clara, California-based Applied Materials is one of the largest semiconductor fabrication equipment suppliers based on revenue. In other words, the group makes tools and equipment used in chip manufacturing. The company’s history goes back to 1967.</p><p>When foundries need more equipment, they turn to Applied Materials. The company also supplies LCD equipment for the flat panel display industry as well as photovoltaic (PV) technology manufacturing systems for the solar industry.</p><p>The companyreleasedfirst-quarter fiscal-year 2021 results on Feb. 18. Revenue was $5.16 billion. On a non-GAAP adjusted basis, Applied Materials reported gross margin of 45.9%, operating income of $1.50 billion, and EPS of $1.39. Cash from operations stood at $1.42 billion, and dividends paid was $201 million.</p><p>CEO Gary Dickerson said, “In our first fiscal quarter, we’ve seen a continued acceleration of demand in our semiconductor business as major macro and industry trends fuel increasing consumption of silicon across a wide range of markets and applications.”</p><p>AMAT relies on organic growth, therefore the chip shortage is providing tailwinds for the shares, which returned over 238% in the past year. Forward price-to-earnings (P/E) and price-to-sales (P/S) ratios stand at 23.81 and 7.17, respectively. April means a busy earnings season is upon us when many semiconductor stocks report. Any potential decline toward the $130 level or below would improve the margin of safety.</p><p><b>Hyundai Motor Company (HYMTF)</b><img src=\"https://static.tigerbbs.com/ded66556c6e35d4a93ae7d2c83140d3d\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Renovacio / Shutterstock.com</p><p><b>52-week range:</b>$20.29 – $71.00</p><p><b>YTD price change:</b>Up about 12%</p><p><b>Dividend yield:</b>2.9%</p><p>Our next stock comes from the automotive sector, one of the most affected industries during the current semiconductor shortage. Established in 1967, the South Korea-based Hyundai is a leading automobile manufacturer. It also owns a 34% stake in<b>Kia Motors</b>(OTCMKTS:<b><u>KIMTF</u></b>). In recent months, to the delight of investors, the company has been putting more resources intoEVs.</p><p>At the end of January, Hyundai Motor Companyannouncedits financial results for Q4 and full-year 2020. In the fourth-quarter, total sales volume declined by 4.7% year-over-year. Yet, Q4 sales revenue increased by 5.1 % YoY to 29.24 trillion KRW. Net profit grew by a massive 44% as the company recorded 1.38 trillion KRW in profit.</p><p>Analysts noted that new models, such as all-new Tucson SUV and Elantra sedan, as well as luxury brands, such as the G80 sedan and GV80 SUV of Genesis, helped boost sales momentum. In 2021, management expects a revenue growth of 14-15%.</p><p>In the past year, Hyundai shares returned 129%. The stock’s forward P/E and P/S are 4.21 and 0.15. Despite the run-up in price, the valuation is not frothy. Potential investors could consider buying the dips. I expect the company to increase its market share in the current markets and make progress in its EV penetration.</p><p><b>Kulicke &amp; Soffa Industries (KLIC)</b><img src=\"https://static.tigerbbs.com/605a1759624d2673f0a2a3dc833ba11c\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Shutterstock</p><p><b>52-week range:</b>$20.10– $56.67</p><p><b>YTD price change:</b>Up about 75%</p><p><b>Dividend yield:</b>1.1%</p><p>Our next company is another semiconductor equipment stock. Singapore-based Kulicke &amp; Soffa Industries provides semiconductor, LED and electronic assembly solutions for a range of industries. It generates most of its revenue from the Asia-Pacific region.</p><p>Kulicke &amp; Soffa announced itsQ1 2021results at the beginning of February. Revenue showed a hefty 85.6% YoY increase, climbing to $267.9 million. Net income jumped by 187.2% YoY and reached $53.7 million. Diluted EPS followed a similar pattern and was up by 196.6% to hit 86 cents. Cash and equivalents were $576.7 million at the end of the period.</p><p>CEO Fusen Chen stated, “Demand has increased significantly in the December quarter driven by strength in the general semiconductor, LED and automotive markets.” The Company expects total sales revenue in Q2 2021 (ending April 3, 2021) to be approximately $300 million +/- $20 million.</p><p>KLIC stock’s price-to-book (P/B) and P/S ratios are 4.27 and 4.69. Finding undervalued growth stocks in the chip space is becoming increasingly difficult. But I expect the company to create shareholder value for many more quarters. Any decline toward $45 would offer a better opportunity to buy into the KLIC share price. Further bullish headlines regarding the semiconductor space will likely provide further momentum for the stock.</p><p><b>Microsoft (MSFT)</b><img src=\"https://static.tigerbbs.com/621219977ed046c7c7577a7550f325bf\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: NYCStock / Shutterstock.com</p><p><b>52-week range:</b>$162.30 – $249.96</p><p><b>YTD price change:</b>Up about 12%</p><p><b>Dividend yield:</b>0.9%</p><p>Our next company, Microsoft, does not immediately come to mind as a semiconductor stocks. As one of the biggest technology companies of the world, the firm is best known for its Windows operating systems, Office productivity suite and increasingly for Microsoft Azure, its cloud services.</p><p>The company has recentlyannouncedit would start making its own chips so that it could rely less on<b>Intel’s</b>(NASDAQ:<b><u>INTC</u></b>) technology. In November 2020, the company introduced theMicrosoft Plutonprocessor. On another note, co-founded Bill Gates has recentlyinvestedin “Luminous, a small start-up building an artificial intelligence chip.”</p><p>Management announcedQ2 2021results at the end of January. Revenue increased by 17% YoY to hit $43.1 billion. The biggest revenue driver was the intelligent cloud segment with a hefty 23% YoY increase. Net income rose by 33% YoY and reached $15.5 billion. Diluted EPS also jumped by 34% YoY to $2.03. Cash and equivalents at the end of period stood at $132 billion.</p><p>Amy Hood, Microsoft CFO, cited “For FY21, with our strong performance in the first half of the fiscal year and our outlook for Q3, we expect to deliver another full year of double-digit revenue and operating income growth, as well as healthy operating margin expansion even after excluding the impact of the change in accounting estimate and COVID-related savings.”</p><p>MSFT stock’sforward P/Eand P/S are 30.86 and 12.42. In recent days, the company made the headlines when it announced that it has secured a massive Pentagon contract worth over $20 billion. Investors were delighted. Over the past 12 months, the shares have returned 61%. Given Microsoft’s resources and agility, we can expect the company to make inroads in chip manufacturing in the coming quarters. With this new initiative under its belt too, the company is likely to increase shareholder value throughout the rest of the year.</p><p><b>Nvidia (NVDA)</b><img src=\"https://static.tigerbbs.com/5bbb6bf546e62eeed04f797f6a76e666\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Antonio Baccardi / Shutterstock.com</p><p><b>52-week range:</b>$257 – $614.90</p><p><b>YTD price change:</b>Up about 6%</p><p><b>Dividend yield:</b>0.1%</p><p>With a market capitalization (cap) of about $343 billion, the Santa Clara, California-based Nvidia is one of the most important chip companies. It focuses on personal computer (PC) graphics, graphics processing units (GPU) and AI. Nvidia is well-known for its GPU chips and Tegra Processors. Its GPU product brands are aimed at specialized markets, including GeForce for gamers, Quadro for designers, Tesla and DGX for AI data scientists and big data researchers, and GRID for cloud-based visual computing users.</p><p>In late February, the companyannouncedQ4 and full-year results. The record quarterly revenue of $5 billion meant an increase of 61% YoY and 6% sequentially. Non-GAAP EPS was $3.10, up 64% YoY and 7% sequentially.Nvidia reports revenue in four segments:</p><ul><li>Data Center (Q4 revenue was a record $1.9 billion)</li><li>Gaming (Q4 revenue was a record $2.5 billion)</li><li>Professional Visualization (Q4 revenue was $307 million)</li><li>Automotive (Q4 revenue was $145 million)</li></ul><p>In the past 12 months, NVDA stock is up about 116%. As a result, forward P/E and P/S ratios of 41.32 and 20.81 point to a frothy valuation. Coupled with sectoral volatility and rising Treasury yields, short-term profit-taking in the shares is likely. Buy-and-hold investors could regard any move toward the $500 level as a better entry point. In the long-run, Nvidia’s fast-growing top and bottom lines will lead to new record-highs in the share price.</p><p><b>Taiwan Semiconductor Manufacturing (TSM)</b><img src=\"https://static.tigerbbs.com/18b55d7461583e734f7c9ad217852772\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Shutterstock</p><p><b>52-week range:</b>$47.72 – $142.20</p><p><b>YTD price change:</b>Up about 12%</p><p><b>Dividend yield:</b>1.4%</p><p>Taiwan-based Taiwan Semiconductor Manufacturing is the world’s largest semiconductor foundry. It is highly regarded for its semiconductor process technology, and currently serves over 500 customers worldwide. The company dominates the fab side of the semiconductor space.</p><p>In mid-January, TSM announced Q4 fiscal year 2020results. Consolidated revenue showed an increase of 14% YoY. Net income was also up 23% YoY. Diluted EPS was $0.97 per ADR unit, increasing 23% YoY.</p><p>Wendell Huang, VP and Chief Financial Officer, cited, “Moving into first quarter 2021, we expect our business to be supported by HPC-related demand, recovery in the automotive segment, and a milder smartphone seasonality than in recent years.”</p><p>In the past 52 weeks, TSM stock is up close to 160%. Forward P/E and P/S ratios are 32.79 and 13.74, respectively. The company is expected to release Q1 results in the coming days. Potential investors might want to analyze the metrics and wait for a potential pull-back in the share price. A decline toward the $110 level would improve the margin of safety. The global chip shortage should mean strong demand for the company.</p><p><b>Texas Instruments</b>(TXN)<img src=\"https://static.tigerbbs.com/13099a1e3228a09a4693e631a28c271a\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Katherine Welles / Shutterstock.com</p><p><b>52-week range:</b>$105.30 – $197.58</p><p><b>YTD price change:</b>Up about 19%</p><p><b>Dividend yield:</b>2.1%</p><p>For our next stock, Texas Instruments, we go from Taiwan to Dallas, Texas. The company focuses on analog chips and embedded processors. With 14 manufacturing sites worldwide, the chip group provides 80,000 products for over 100,000 customers, which mostly come from the consumer electronics, automotive and industrial markets.</p><p>TXNannouncedQ4 and full-year results in late January.Revenue was $4.08 billion, an increase of 22% YoY.Net income came at $1.69 billion, up 58% YoY.EPS of $1.80 also meant an increase of 61% YoY.Free cash flow during the quarter was $1.9 billion. Analysts concurred that it was a robust quarter for the group.</p><p>CEO Rich Templeton commented, “Together, our dividends and stock repurchases reflect our continued commitment to return all free cash flow to our owners. TI’s first quarter outlook is for revenue in the range of $3.79 billion to $4.11 billion and earnings per share between $1.44 and $1.66.”</p><p>In the past year, TXN shares returned over 85%. The stock’s forward P/E and P/S ratios are 30.03 and 12.71 respectively. Buy-and-hold investors could consider an investment around $180 or below. During April, the shares should be under the radar.</p>","source":"lsy1606302653667","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>7 Stocks That Will Survive The Semiconductor Shortage Long-Term</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n7 Stocks That Will Survive The Semiconductor Shortage Long-Term\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-07 17:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/04/7-stocks-that-will-survive-the-semiconductor-shortage-long-term/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Semiconductor stocks have been in the limelight during the ongoing chip shortage, which has been affecting a range of firms, especially in the tech andautomotivesectors. Chips have had a significant ...</p>\n\n<a href=\"https://investorplace.com/2021/04/7-stocks-that-will-survive-the-semiconductor-shortage-long-term/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TXN":"德州仪器","HYMTF":"Hyundai Motor Co., Ltd.","AMAT":"应用材料","NVDA":"英伟达","TSM":"台积电","MSFT":"微软","KLIC":"库力索法半导体"},"source_url":"https://investorplace.com/2021/04/7-stocks-that-will-survive-the-semiconductor-shortage-long-term/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191592028","content_text":"Semiconductor stocks have been in the limelight during the ongoing chip shortage, which has been affecting a range of firms, especially in the tech andautomotivesectors. Chips have had a significant impact on technology and innovation in the past several decades. Today, we find chips in items ranging from smartphones, to air conditioners, fridges, LED bulbs, rice cookers, TVs and cars, including electric vehicles (EVs). Therefore, today’s article discusses seven stocks that will survive the semiconductor shortage long-term.Recent research published in theSoftware Quality Professionalhighlights, “The semiconductor industry has been a model for innovation over the last couple of decades. The complexity of integrated circuit (IC) designs has increased, and the process to produce them has become more challenging due to variable market demand.”MostInvestorPlace.comreaders are familiar with the fact that the semiconductor sector is mostly based on an outsourced manufacturing model. Put another way, most semiconductor firms design chips in-house that then get manufactured elsewhere. This type of fabrication is commonly referred to as “fab” or “foundry.”As a cyclical industry, the semiconductor sector goes through periods of booms and busts. Developments in artificial intelligence (AI), the Internet of Things, (IoT), and machine learning will increase the global demand for chips. Analysts concur the surging demand, especially the pandemic, for consumer electronics and EVs have in part contributed to the current shortage. Over the past year, chip shares have been firing on all cylinders. The widely-followedPHLX Semiconductor Sector Indexreturned about 129% in the past 12 months.The chip industry is extremely important for our economy. According to a jointreportby theSemiconductor Industry Associationand theBoston Consulting Group, “The US semiconductor industry has long been the global semiconductor leader, consistently accounting for 45% to 50% of global revenues.”Furthermore, “Growth in global semiconductor demand is projected to require a 56 percent increase in manufacturing over the next 10 years.”With that information here are seven stocks as semiconductors continue to make the headlines:Applied Materials(NASDAQ:AMAT)Hyundai Motor Company(OTCMKTS:HYMTF)Kulicke & Soffa Industries(NASDAQ:KLIC)Microsoft(NASDAQ:MSFT)Nvidia (NASDAQ:NVDA)Taiwan Semiconductor Manufacturing (NYSE:TSM)Texas Instruments(NASDAQ:TXN)Semiconductors: Applied Materials (AMAT)Source: michelmond / Shutterstock.com52-week range:$46.22 – $146YTD price change:Up about 66%Dividend yield:0.7%Santa Clara, California-based Applied Materials is one of the largest semiconductor fabrication equipment suppliers based on revenue. In other words, the group makes tools and equipment used in chip manufacturing. The company’s history goes back to 1967.When foundries need more equipment, they turn to Applied Materials. The company also supplies LCD equipment for the flat panel display industry as well as photovoltaic (PV) technology manufacturing systems for the solar industry.The companyreleasedfirst-quarter fiscal-year 2021 results on Feb. 18. Revenue was $5.16 billion. On a non-GAAP adjusted basis, Applied Materials reported gross margin of 45.9%, operating income of $1.50 billion, and EPS of $1.39. Cash from operations stood at $1.42 billion, and dividends paid was $201 million.CEO Gary Dickerson said, “In our first fiscal quarter, we’ve seen a continued acceleration of demand in our semiconductor business as major macro and industry trends fuel increasing consumption of silicon across a wide range of markets and applications.”AMAT relies on organic growth, therefore the chip shortage is providing tailwinds for the shares, which returned over 238% in the past year. Forward price-to-earnings (P/E) and price-to-sales (P/S) ratios stand at 23.81 and 7.17, respectively. April means a busy earnings season is upon us when many semiconductor stocks report. Any potential decline toward the $130 level or below would improve the margin of safety.Hyundai Motor Company (HYMTF)Source: Renovacio / Shutterstock.com52-week range:$20.29 – $71.00YTD price change:Up about 12%Dividend yield:2.9%Our next stock comes from the automotive sector, one of the most affected industries during the current semiconductor shortage. Established in 1967, the South Korea-based Hyundai is a leading automobile manufacturer. It also owns a 34% stake inKia Motors(OTCMKTS:KIMTF). In recent months, to the delight of investors, the company has been putting more resources intoEVs.At the end of January, Hyundai Motor Companyannouncedits financial results for Q4 and full-year 2020. In the fourth-quarter, total sales volume declined by 4.7% year-over-year. Yet, Q4 sales revenue increased by 5.1 % YoY to 29.24 trillion KRW. Net profit grew by a massive 44% as the company recorded 1.38 trillion KRW in profit.Analysts noted that new models, such as all-new Tucson SUV and Elantra sedan, as well as luxury brands, such as the G80 sedan and GV80 SUV of Genesis, helped boost sales momentum. In 2021, management expects a revenue growth of 14-15%.In the past year, Hyundai shares returned 129%. The stock’s forward P/E and P/S are 4.21 and 0.15. Despite the run-up in price, the valuation is not frothy. Potential investors could consider buying the dips. I expect the company to increase its market share in the current markets and make progress in its EV penetration.Kulicke & Soffa Industries (KLIC)Source: Shutterstock52-week range:$20.10– $56.67YTD price change:Up about 75%Dividend yield:1.1%Our next company is another semiconductor equipment stock. Singapore-based Kulicke & Soffa Industries provides semiconductor, LED and electronic assembly solutions for a range of industries. It generates most of its revenue from the Asia-Pacific region.Kulicke & Soffa announced itsQ1 2021results at the beginning of February. Revenue showed a hefty 85.6% YoY increase, climbing to $267.9 million. Net income jumped by 187.2% YoY and reached $53.7 million. Diluted EPS followed a similar pattern and was up by 196.6% to hit 86 cents. Cash and equivalents were $576.7 million at the end of the period.CEO Fusen Chen stated, “Demand has increased significantly in the December quarter driven by strength in the general semiconductor, LED and automotive markets.” The Company expects total sales revenue in Q2 2021 (ending April 3, 2021) to be approximately $300 million +/- $20 million.KLIC stock’s price-to-book (P/B) and P/S ratios are 4.27 and 4.69. Finding undervalued growth stocks in the chip space is becoming increasingly difficult. But I expect the company to create shareholder value for many more quarters. Any decline toward $45 would offer a better opportunity to buy into the KLIC share price. Further bullish headlines regarding the semiconductor space will likely provide further momentum for the stock.Microsoft (MSFT)Source: NYCStock / Shutterstock.com52-week range:$162.30 – $249.96YTD price change:Up about 12%Dividend yield:0.9%Our next company, Microsoft, does not immediately come to mind as a semiconductor stocks. As one of the biggest technology companies of the world, the firm is best known for its Windows operating systems, Office productivity suite and increasingly for Microsoft Azure, its cloud services.The company has recentlyannouncedit would start making its own chips so that it could rely less onIntel’s(NASDAQ:INTC) technology. In November 2020, the company introduced theMicrosoft Plutonprocessor. On another note, co-founded Bill Gates has recentlyinvestedin “Luminous, a small start-up building an artificial intelligence chip.”Management announcedQ2 2021results at the end of January. Revenue increased by 17% YoY to hit $43.1 billion. The biggest revenue driver was the intelligent cloud segment with a hefty 23% YoY increase. Net income rose by 33% YoY and reached $15.5 billion. Diluted EPS also jumped by 34% YoY to $2.03. Cash and equivalents at the end of period stood at $132 billion.Amy Hood, Microsoft CFO, cited “For FY21, with our strong performance in the first half of the fiscal year and our outlook for Q3, we expect to deliver another full year of double-digit revenue and operating income growth, as well as healthy operating margin expansion even after excluding the impact of the change in accounting estimate and COVID-related savings.”MSFT stock’sforward P/Eand P/S are 30.86 and 12.42. In recent days, the company made the headlines when it announced that it has secured a massive Pentagon contract worth over $20 billion. Investors were delighted. Over the past 12 months, the shares have returned 61%. Given Microsoft’s resources and agility, we can expect the company to make inroads in chip manufacturing in the coming quarters. With this new initiative under its belt too, the company is likely to increase shareholder value throughout the rest of the year.Nvidia (NVDA)Source: Antonio Baccardi / Shutterstock.com52-week range:$257 – $614.90YTD price change:Up about 6%Dividend yield:0.1%With a market capitalization (cap) of about $343 billion, the Santa Clara, California-based Nvidia is one of the most important chip companies. It focuses on personal computer (PC) graphics, graphics processing units (GPU) and AI. Nvidia is well-known for its GPU chips and Tegra Processors. Its GPU product brands are aimed at specialized markets, including GeForce for gamers, Quadro for designers, Tesla and DGX for AI data scientists and big data researchers, and GRID for cloud-based visual computing users.In late February, the companyannouncedQ4 and full-year results. The record quarterly revenue of $5 billion meant an increase of 61% YoY and 6% sequentially. Non-GAAP EPS was $3.10, up 64% YoY and 7% sequentially.Nvidia reports revenue in four segments:Data Center (Q4 revenue was a record $1.9 billion)Gaming (Q4 revenue was a record $2.5 billion)Professional Visualization (Q4 revenue was $307 million)Automotive (Q4 revenue was $145 million)In the past 12 months, NVDA stock is up about 116%. As a result, forward P/E and P/S ratios of 41.32 and 20.81 point to a frothy valuation. Coupled with sectoral volatility and rising Treasury yields, short-term profit-taking in the shares is likely. Buy-and-hold investors could regard any move toward the $500 level as a better entry point. In the long-run, Nvidia’s fast-growing top and bottom lines will lead to new record-highs in the share price.Taiwan Semiconductor Manufacturing (TSM)Source: Shutterstock52-week range:$47.72 – $142.20YTD price change:Up about 12%Dividend yield:1.4%Taiwan-based Taiwan Semiconductor Manufacturing is the world’s largest semiconductor foundry. It is highly regarded for its semiconductor process technology, and currently serves over 500 customers worldwide. The company dominates the fab side of the semiconductor space.In mid-January, TSM announced Q4 fiscal year 2020results. Consolidated revenue showed an increase of 14% YoY. Net income was also up 23% YoY. Diluted EPS was $0.97 per ADR unit, increasing 23% YoY.Wendell Huang, VP and Chief Financial Officer, cited, “Moving into first quarter 2021, we expect our business to be supported by HPC-related demand, recovery in the automotive segment, and a milder smartphone seasonality than in recent years.”In the past 52 weeks, TSM stock is up close to 160%. Forward P/E and P/S ratios are 32.79 and 13.74, respectively. The company is expected to release Q1 results in the coming days. Potential investors might want to analyze the metrics and wait for a potential pull-back in the share price. A decline toward the $110 level would improve the margin of safety. The global chip shortage should mean strong demand for the company.Texas Instruments(TXN)Source: Katherine Welles / Shutterstock.com52-week range:$105.30 – $197.58YTD price change:Up about 19%Dividend yield:2.1%For our next stock, Texas Instruments, we go from Taiwan to Dallas, Texas. The company focuses on analog chips and embedded processors. With 14 manufacturing sites worldwide, the chip group provides 80,000 products for over 100,000 customers, which mostly come from the consumer electronics, automotive and industrial markets.TXNannouncedQ4 and full-year results in late January.Revenue was $4.08 billion, an increase of 22% YoY.Net income came at $1.69 billion, up 58% YoY.EPS of $1.80 also meant an increase of 61% YoY.Free cash flow during the quarter was $1.9 billion. Analysts concurred that it was a robust quarter for the group.CEO Rich Templeton commented, “Together, our dividends and stock repurchases reflect our continued commitment to return all free cash flow to our owners. TI’s first quarter outlook is for revenue in the range of $3.79 billion to $4.11 billion and earnings per share between $1.44 and $1.66.”In the past year, TXN shares returned over 85%. The stock’s forward P/E and P/S ratios are 30.03 and 12.71 respectively. Buy-and-hold investors could consider an investment around $180 or below. During April, the shares should be under the radar.","news_type":1},"isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349483759,"gmtCreate":1617631917771,"gmtModify":1634297430021,"author":{"id":"3547806760926035","authorId":"3547806760926035","name":"JPFUNDS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547806760926035","authorIdStr":"3547806760926035"},"themes":[],"htmlText":"Zuckerburg to the moon <a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a>","listText":"Zuckerburg to the moon <a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a>","text":"Zuckerburg to the moon $Facebook(FB)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/349483759","isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357033820,"gmtCreate":1617206178960,"gmtModify":1631888731813,"author":{"id":"3547806760926035","authorId":"3547806760926035","name":"JPFUNDS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547806760926035","authorIdStr":"3547806760926035"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COUR\">$Coursera, Inc.(COUR)$</a>[财迷]&nbsp;","listText":"<a href=\"https://laohu8.com/S/COUR\">$Coursera, Inc.(COUR)$</a>[财迷]&nbsp;","text":"$Coursera, Inc.(COUR)$[财迷]","images":[{"img":"https://static.tigerbbs.com/8c95b5a0b0e5ae1c8bd419330daa3a5d","width":"1125","height":"2528"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/357033820","isVote":1,"tweetType":1,"viewCount":1440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":354940796,"gmtCreate":1617121893515,"gmtModify":1634522523507,"author":{"id":"3547806760926035","authorId":"3547806760926035","name":"JPFUNDS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547806760926035","authorIdStr":"3547806760926035"},"themes":[],"htmlText":"Someone finally disrupting the education system","listText":"Someone finally disrupting the education system","text":"Someone finally disrupting the education system","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/354940796","repostId":"1163996400","repostType":4,"isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356533187,"gmtCreate":1616788707349,"gmtModify":1634523997052,"author":{"id":"3547806760926035","authorId":"3547806760926035","name":"JPFUNDS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547806760926035","authorIdStr":"3547806760926035"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/356533187","repostId":"1111192234","repostType":4,"repost":{"id":"1111192234","kind":"news","pubTimestamp":1616772179,"share":"https://www.laohu8.com/m/news/1111192234?lang=&edition=full","pubTime":"2021-03-26 23:22","market":"us","language":"en","title":"Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.","url":"https://stock-news.laohu8.com/highlight/detail?id=1111192234","media":"Barrons","summary":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.Numbers will matter even more for richly valued, high-growth companies such as Tesla. Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors and Ford Motor have taken unexpected plant downtime recently and","content":"<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.</p>\n<p>Numbers will matter even more for richly valued, high-growth companies such as&nbsp;Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both&nbsp;General Motors(GM) and&nbsp;Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.</p>\n<p>Everyone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.</p>\n<p>So far the market isn’t feeling charitable. But the sample size is only one stock.</p>\n<p>NIO&nbsp;shares (NIO) are down more than 6% in Friday trading after the EV maker&nbsp;reduced guidance&nbsp;for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.</p>\n<p>For Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.</p>\n<p>Tesla delivered about 181,000 vehicles in the&nbsp;fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.</p>\n<p>RBC analyst&nbsp;Joe Spak&nbsp;is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting&nbsp;Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.</p>\n<p>Spak rates Tesla stock Hold and has a $725 price target for shares.</p>\n<p>In the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.</p>\n<p>Tesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The&nbsp;S&amp;P 500is up about 0.7%.</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>Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nTesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-26 23:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111192234","content_text":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.\nNumbers will matter even more for richly valued, high-growth companies such as Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors(GM) and Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.\nEveryone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.\nSo far the market isn’t feeling charitable. But the sample size is only one stock.\nNIO shares (NIO) are down more than 6% in Friday trading after the EV maker reduced guidance for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.\nFor Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.\nTesla delivered about 181,000 vehicles in the fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.\nRBC analyst Joe Spak is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.\nSpak rates Tesla stock Hold and has a $725 price target for shares.\nIn the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.\nTesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The S&P 500is up about 0.7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":933,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356533970,"gmtCreate":1616788683490,"gmtModify":1634523997172,"author":{"id":"3547806760926035","authorId":"3547806760926035","name":"JPFUNDS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547806760926035","authorIdStr":"3547806760926035"},"themes":[],"htmlText":"[惊吓]&nbsp;","listText":"[惊吓]&nbsp;","text":"[惊吓]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356533970","repostId":"1119843211","repostType":4,"repost":{"id":"1119843211","kind":"news","pubTimestamp":1616770039,"share":"https://www.laohu8.com/m/news/1119843211?lang=&edition=full","pubTime":"2021-03-26 22:47","market":"us","language":"en","title":"‘Bitcoin could be next domino to fall as investors rush to book profit,’ says technical analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=1119843211","media":"MarketWatch","summary":"Bitcoin prices were under pressure on Thursday, and the world’s No. 1 crypto could see further bearish pain in the near term if stocks continue to buckle, according to an analyst.At last check, bitcoin was changing hands at $51.743 on CoinDesk, with the asset briefly touching a low at $50,458.10 over the past 24 hours and trading around its lowest point in over two weeks.“If so, this could be further bad news for Bitcoin. The crypto has been correlating positively with risk assets over the past ","content":"<p>Bitcoin prices were under pressure on Thursday, and the world’s No. 1 crypto could see further bearish pain in the near term if stocks continue to buckle, according to an analyst.</p><p>At last check, bitcoin&nbsp;was changing hands at $51.743 on CoinDesk, with the asset briefly touching a low at $50,458.10 over the past 24 hours and trading around its lowest point in over two weeks.</p><p>Values for the crypto are off more than 11% so far this week, FactSet data show.</p><p><img src=\"https://static.tigerbbs.com/2f433365c95d3e6845d8275eea88bafc\" tg-width=\"947\" tg-height=\"654\" referrerpolicy=\"no-referrer\"></p><p>And at least one analyst fears that the crypto asset could come under pressure as a host of speculative assets have been coming under steady selling pressure so far this week. Bitcoin is often perceived as being uncorrelated with stocks and other assets but it has lately been moving in tandem with selloffs in crude-oil futures, and stocks, with declines in so-called risk assets coming as the U.S. dollar has gained some traction higher.</p><p>For that reason, Fawad&nbsp;Razaqzada, market analyst at ThinkMarkets, in a Thursday note cautioned investors to watch out for more pressure on bitcoin that could take it beneath $50,000.</p><p>“Judging by recent events, traders seem happy to be selling into the rallies rather than buying the dip. So, don’t be surprised if we see renewed weakness in the markets later on in the session,” he wrote.</p><p>“If so, this could be further bad news for Bitcoin. The crypto has been correlating positively with risk assets over the past year and if that relationship remains strong then the digital currency could follow risk assets lower,” he added.</p><p>“Even if a proper sell-off does not materialise for stocks and other risk assets today, Bitcoin traders need to proceed with caution because in recent days we have been getting more and more signs that the appetite for risk is slowly fading away across the financial markets,” he added.</p>","source":"market_watch","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>‘Bitcoin could be next domino to fall as investors rush to book profit,’ says technical analyst</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n‘Bitcoin could be next domino to fall as investors rush to book profit,’ says technical analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-26 22:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/bitcoin-could-be-next-domino-to-fall-as-investors-rush-to-book-profit-says-technical-analyst-11616701631?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bitcoin prices were under pressure on Thursday, and the world’s No. 1 crypto could see further bearish pain in the near term if stocks continue to buckle, according to an analyst.At last check, ...</p>\n\n<a href=\"https://www.marketwatch.com/story/bitcoin-could-be-next-domino-to-fall-as-investors-rush-to-book-profit-says-technical-analyst-11616701631?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/story/bitcoin-could-be-next-domino-to-fall-as-investors-rush-to-book-profit-says-technical-analyst-11616701631?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1119843211","content_text":"Bitcoin prices were under pressure on Thursday, and the world’s No. 1 crypto could see further bearish pain in the near term if stocks continue to buckle, according to an analyst.At last check, bitcoin was changing hands at $51.743 on CoinDesk, with the asset briefly touching a low at $50,458.10 over the past 24 hours and trading around its lowest point in over two weeks.Values for the crypto are off more than 11% so far this week, FactSet data show.And at least one analyst fears that the crypto asset could come under pressure as a host of speculative assets have been coming under steady selling pressure so far this week. Bitcoin is often perceived as being uncorrelated with stocks and other assets but it has lately been moving in tandem with selloffs in crude-oil futures, and stocks, with declines in so-called risk assets coming as the U.S. dollar has gained some traction higher.For that reason, Fawad Razaqzada, market analyst at ThinkMarkets, in a Thursday note cautioned investors to watch out for more pressure on bitcoin that could take it beneath $50,000.“Judging by recent events, traders seem happy to be selling into the rallies rather than buying the dip. So, don’t be surprised if we see renewed weakness in the markets later on in the session,” he wrote.“If so, this could be further bad news for Bitcoin. The crypto has been correlating positively with risk assets over the past year and if that relationship remains strong then the digital currency could follow risk assets lower,” he added.“Even if a proper sell-off does not materialise for stocks and other risk assets today, Bitcoin traders need to proceed with caution because in recent days we have been getting more and more signs that the appetite for risk is slowly fading away across the financial markets,” he added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":963,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358057312,"gmtCreate":1616644241836,"gmtModify":1634524761109,"author":{"id":"3547806760926035","authorId":"3547806760926035","name":"JPFUNDS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547806760926035","authorIdStr":"3547806760926035"},"themes":[],"htmlText":"Elon what are you doing??","listText":"Elon what are you doing??","text":"Elon what are you doing??","images":[{"img":"https://static.tigerbbs.com/925b6904f14f4d6e6575b94c651221b3","width":"1125","height":"3063"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/358057312","isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":359662969,"gmtCreate":1616394102351,"gmtModify":1634526074609,"author":{"id":"3547806760926035","authorId":"3547806760926035","name":"JPFUNDS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547806760926035","authorIdStr":"3547806760926035"},"themes":[],"htmlText":"Don’t you know, pump it up","listText":"Don’t you know, pump it up","text":"Don’t you know, pump it up","images":[{"img":"https://static.tigerbbs.com/da98b001b3757f986b8f91df9e0b6702","width":"1125","height":"2629"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/359662969","isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":false}