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Baper
Baper
·
2021-08-17
Holding…
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Baper
Baper
·
2021-03-29
Hello
RLX rose more than 11%
(March 29) Days ago, China's Ministry of Industry and Information Technology posted an update that i
RLX rose more than 11%
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Baper
Baper
·
2021-03-26
Hello
Small-Cap Stocks Have Gotten Hammered. Why It’s Time to Buy the Dip.
Small-cap stocks have taken a beating in the past few days, in an abrupt turnaround from their exten
Small-Cap Stocks Have Gotten Hammered. Why It’s Time to Buy the Dip.
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Baper
Baper
·
2021-03-25
Hello
非常抱歉,此主贴已删除
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Baper
Baper
·
2021-03-20
✌🏻✌🏻✌🏻✌🏻✌🏻
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Baper
Baper
·
2021-03-19
Hi
非常抱歉,此主贴已删除
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Baper
Baper
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2021-03-16
Wowww
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Baper
Baper
·
2021-03-16
Hola
Stocks That Could Benefit as the U.S. Tries to Fix the Chip Shortage
As the U.S. government inches closer to funding a batch of incentives and subsidies designed to spur
Stocks That Could Benefit as the U.S. Tries to Fix the Chip Shortage
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Baper
Baper
·
2021-03-15
Hiello
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Baper
Baper
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2021-03-14
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}\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\">\nRLX rose more than 11%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-03-29 22:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(March 29) Days ago, China's Ministry of Industry and Information Technology posted an update that indicated tightened regulations for the cigarette industry will also be applicable to the electronic cigarette sector.</p><p><img src=\"https://static.tigerbbs.com/30359e8f873abb547c80ebb67d0b3d90\" tg-width=\"642\" tg-height=\"512\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9bc4ee269ad9cff7441dc3605e3bc69a","relate_stocks":{"RLX":"雾芯科技"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161842003","content_text":"(March 29) Days ago, China's Ministry of Industry and Information Technology posted an update that indicated tightened regulations for the cigarette industry will also be applicable to the electronic cigarette sector.","news_type":1},"isVote":1,"tweetType":1,"viewCount":726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356932672,"gmtCreate":1616747796996,"gmtModify":1634524222182,"author":{"id":"3574683709420484","authorId":"3574683709420484","name":"Baper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574683709420484","authorIdStr":"3574683709420484"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356932672","repostId":"1197336093","repostType":4,"repost":{"id":"1197336093","kind":"news","pubTimestamp":1616747282,"share":"https://www.laohu8.com/m/news/1197336093?lang=&edition=full","pubTime":"2021-03-26 16:28","market":"us","language":"en","title":"Small-Cap Stocks Have Gotten Hammered. Why It’s Time to Buy the Dip.","url":"https://stock-news.laohu8.com/highlight/detail?id=1197336093","media":"Barrons","summary":"Small-cap stocks have taken a beating in the past few days, in an abrupt turnaround from their exten","content":"<p>Small-cap stocks have taken a beating in the past few days, in an abrupt turnaround from their extended rally. But this quite possibly is a chance for investors to scoop up small-caps ahead of a longer-term rebound.</p>\n<p>The Russell 2000 has fallen almost 10% from its 2021 high hit just 10 days ago—putting it on pace to enter correction territory.</p>\n<p>Small-capitalization stocks had been on animpressive run since September, when investors started moving intomore economically-sensitive assetson hopes for an end to the pandemic and the reopening of the U.S. economy—plus trillions of dollars in fiscal stimulus. Economic downturns are a bigger threat to the stability of smaller firms, since they don’t have the same access to capital that larger companies enjoy. And with many small-cap companies focused on the U.S. market, their earnings also tend to be more sensitive tochanges in the domestic economic landscape.</p>\n<p>In recent days, investors have been repositioning away from cyclical stocksafter the group’s long winning streak, and small-caps have been no exception. While it is anybody’s guess when this pullback will end, small-cap stocks are looking increasingly attractive to some analysts as a result.</p>\n<p>“We prefer small-caps for the year as a whole, would ride out any short-term underperformance,” Lori Calvasina, chief U.S. equity strategist of RBC Capital Markets, wrote in a Wednesday note.</p>\n<p>Currently, the average market value for theRussell 1000index—which consists of large and smaller capitalization stocks—is about $39 billion. That’s 23 times as large as the average market cap on the Russell 2000, according to RBC data. That metric’s historical average, dating back to 2000, is 21 times. The wider gap between the average market cap suggests that small-caps have more outperformance versus large-caps ahead, especially as they ride earnings momentum from a U.S. economic recovery.</p>\n<p>The Russell 2000’s technical indicators also point to strength ahead for smaller names. The index dipped below its 50-day moving average on Tuesday, and it “has seen many of its best rallies start after such an occurrence,” wrote Frank Cappelleri, chief market technician at Instinet in a note.</p>\n<p>Within small-caps, value stocks might be the best subset for buying the dip. Value-oriented companies are typically more mature companies, so their earnings can be more sensitive to changes in the economy than those of fast-growing companies capitalizing on new industry trends.</p>\n<p>Oil producerDiamondback Energy(ticker: FANG), which has a market capitalization of $13 billion, is a good example of the opportunity in small-cap value. Its shares have fallen about 15% from the 2021 high hit earlier this month. The stock trades at 9 times forward earnings, a steep discount to the Russell 2000 Value index’s 21.5 times.</p>\n<p>Diamondback stock has been about a third more volatile than the broader market, according to FactSet. That means any gains for larger value names could translate to even more upside to smaller value names like Diamondback. That’s especially true if the price of crude oil can get back to $65 a barrel from the current level of $60. In addition, the company’s earnings are expected to more than double this year, and are forecast to grow almost 30% in 2022, according to FactSet. The stock, however, barely reflects such the earnings momentum ahead: It still trades at less than half the forward earnings multiple it has averaged in the past five years.</p>\n<p>In order for the broader group of small-cap stocks to regain momentum, however, their valuations have to be tolerable, too. The latest pullback should help with that.</p>\n<p>In addition, RBC’s Calvasina points out that these stocks already remain “deeply compelling” from a valuation perspective when compared withS&P 500stocks.</p>\n<p>“That valuation recovery is still in the early innings of a recovery off lows last seen in the tech bubble,” she writes.</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>Small-Cap Stocks Have Gotten Hammered. 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Why It’s Time to Buy the Dip.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-26 16:28 GMT+8 <a href=https://www.barrons.com/articles/small-cap-stocks-correction-russell-2000-51616686761?mod=hp_LEAD_5><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Small-cap stocks have taken a beating in the past few days, in an abrupt turnaround from their extended rally. But this quite possibly is a chance for investors to scoop up small-caps ahead of a ...</p>\n\n<a href=\"https://www.barrons.com/articles/small-cap-stocks-correction-russell-2000-51616686761?mod=hp_LEAD_5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/small-cap-stocks-correction-russell-2000-51616686761?mod=hp_LEAD_5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197336093","content_text":"Small-cap stocks have taken a beating in the past few days, in an abrupt turnaround from their extended rally. But this quite possibly is a chance for investors to scoop up small-caps ahead of a longer-term rebound.\nThe Russell 2000 has fallen almost 10% from its 2021 high hit just 10 days ago—putting it on pace to enter correction territory.\nSmall-capitalization stocks had been on animpressive run since September, when investors started moving intomore economically-sensitive assetson hopes for an end to the pandemic and the reopening of the U.S. economy—plus trillions of dollars in fiscal stimulus. Economic downturns are a bigger threat to the stability of smaller firms, since they don’t have the same access to capital that larger companies enjoy. And with many small-cap companies focused on the U.S. market, their earnings also tend to be more sensitive tochanges in the domestic economic landscape.\nIn recent days, investors have been repositioning away from cyclical stocksafter the group’s long winning streak, and small-caps have been no exception. While it is anybody’s guess when this pullback will end, small-cap stocks are looking increasingly attractive to some analysts as a result.\n“We prefer small-caps for the year as a whole, would ride out any short-term underperformance,” Lori Calvasina, chief U.S. equity strategist of RBC Capital Markets, wrote in a Wednesday note.\nCurrently, the average market value for theRussell 1000index—which consists of large and smaller capitalization stocks—is about $39 billion. That’s 23 times as large as the average market cap on the Russell 2000, according to RBC data. That metric’s historical average, dating back to 2000, is 21 times. The wider gap between the average market cap suggests that small-caps have more outperformance versus large-caps ahead, especially as they ride earnings momentum from a U.S. economic recovery.\nThe Russell 2000’s technical indicators also point to strength ahead for smaller names. The index dipped below its 50-day moving average on Tuesday, and it “has seen many of its best rallies start after such an occurrence,” wrote Frank Cappelleri, chief market technician at Instinet in a note.\nWithin small-caps, value stocks might be the best subset for buying the dip. Value-oriented companies are typically more mature companies, so their earnings can be more sensitive to changes in the economy than those of fast-growing companies capitalizing on new industry trends.\nOil producerDiamondback Energy(ticker: FANG), which has a market capitalization of $13 billion, is a good example of the opportunity in small-cap value. Its shares have fallen about 15% from the 2021 high hit earlier this month. The stock trades at 9 times forward earnings, a steep discount to the Russell 2000 Value index’s 21.5 times.\nDiamondback stock has been about a third more volatile than the broader market, according to FactSet. That means any gains for larger value names could translate to even more upside to smaller value names like Diamondback. That’s especially true if the price of crude oil can get back to $65 a barrel from the current level of $60. In addition, the company’s earnings are expected to more than double this year, and are forecast to grow almost 30% in 2022, according to FactSet. The stock, however, barely reflects such the earnings momentum ahead: It still trades at less than half the forward earnings multiple it has averaged in the past five years.\nIn order for the broader group of small-cap stocks to regain momentum, however, their valuations have to be tolerable, too. The latest pullback should help with that.\nIn addition, RBC’s Calvasina points out that these stocks already remain “deeply compelling” from a valuation perspective when compared withS&P 500stocks.\n“That valuation recovery is still in the early innings of a recovery off lows last seen in the tech bubble,” she writes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358804599,"gmtCreate":1616677818011,"gmtModify":1634524609624,"author":{"id":"3574683709420484","authorId":"3574683709420484","name":"Baper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574683709420484","authorIdStr":"3574683709420484"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358804599","repostId":"2122052417","repostType":4,"isVote":1,"tweetType":1,"viewCount":758,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350482075,"gmtCreate":1616253574897,"gmtModify":1634526569426,"author":{"id":"3574683709420484","authorId":"3574683709420484","name":"Baper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574683709420484","authorIdStr":"3574683709420484"},"themes":[],"htmlText":"✌🏻✌🏻✌🏻✌🏻✌🏻","listText":"✌🏻✌🏻✌🏻✌🏻✌🏻","text":"✌🏻✌🏻✌🏻✌🏻✌🏻","images":[{"img":"https://static.tigerbbs.com/4a73c817b795ac5bbaf0e8e0e4b05db8","width":"1125","height":"2839"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350482075","isVote":1,"tweetType":1,"viewCount":658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":327239359,"gmtCreate":1616084803771,"gmtModify":1634527291241,"author":{"id":"3574683709420484","authorId":"3574683709420484","name":"Baper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574683709420484","authorIdStr":"3574683709420484"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327239359","repostId":"2120165521","repostType":4,"isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325343765,"gmtCreate":1615868448757,"gmtModify":1703494232579,"author":{"id":"3574683709420484","authorId":"3574683709420484","name":"Baper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574683709420484","authorIdStr":"3574683709420484"},"themes":[],"htmlText":"Wowww","listText":"Wowww","text":"Wowww","images":[{"img":"https://static.tigerbbs.com/6d3677bbfb2da327605c68128079326f","width":"1125","height":"2374"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325343765","isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":325343649,"gmtCreate":1615868396481,"gmtModify":1703494231898,"author":{"id":"3574683709420484","authorId":"3574683709420484","name":"Baper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574683709420484","authorIdStr":"3574683709420484"},"themes":[],"htmlText":"Hola","listText":"Hola","text":"Hola","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/325343649","repostId":"1196198740","repostType":4,"repost":{"id":"1196198740","kind":"news","pubTimestamp":1615865708,"share":"https://www.laohu8.com/m/news/1196198740?lang=&edition=full","pubTime":"2021-03-16 11:35","market":"us","language":"en","title":"Stocks That Could Benefit as the U.S. Tries to Fix the Chip Shortage","url":"https://stock-news.laohu8.com/highlight/detail?id=1196198740","media":"Barrons","summary":"As the U.S. government inches closer to funding a batch of incentives and subsidies designed to spur","content":"<p>As the U.S. government inches closer to funding a batch of incentives and subsidies designed to spur domestic semiconductor manufacturing and research, aJ.P. Morgananalyst has figured out which stocks could stand to gain the most from it.</p><p>Amid global chip shortages, triggered in part by supply and demand fluctuations because of the Covid-19 pandemic as well asnatural disasters, Congress authorized a series of programs and incentives for U.S.-based chip companies earlier this year. Lawmakers included the programs designed to bolster U.S. manufacturing, research, and development in the National Defense Authorization Act for fiscal 2021, which became law in January, but didn’t provide funding for those initiatives.</p><p>According to J.P. Morgan chip analyst Harlan Sur, it’s likely that funding for those programs may be included in President Joe Biden ‘s infrastructure bill, one of the next priorities for the administration. Sur expects the “Build Back Better” infrastructure plan to pass in the first half of the year, resulting in funding starting in the second half of 2021.</p><p>Sur’s team estimated the incentives and subsidies could total between $35 billion and $37 billion, with about $18 billion to $20 billion for domestic chip manufacturing and $15 billion to $17 billion for chip research and development.</p><p>Based on the current language in the National Defense Authorize Act, Sur wrote in a note published on Monday that he expects integrated device manufacturers based in the U.S. will likely be prioritized when it’s time to dole out funds and incentives.</p><p>Those would include manufacturers such as Intel(ticker: INTC),Micron Technology(MU),Texas Instruments(TXN),Analog Devices(ADI), and On Semiconductor(ON) are all likely to benefit, Sur wrote. Companies that have U.S. defense-related qualifications are well-positioned to benefit as well, he wrote.Taiwan Semiconductor Manufacturing(TSM) and NXP Semiconductors(NXPI), international-based chip manufacturers that operate in the U.S., should benefit too, he said, but to a lesser degree.</p><p>Companies that make chip manufacturing equipment such as Applied Materials(AMAT) and Lam Research(LRCX) should also receive a lift because of higher equipment purchasing resulting from the incentives.</p><p>The PHLX Semiconductor index,or Sox, advanced about 2% on Monday, led by NXP Semiconductors NXP, which rose 8.9% to $199.91, and Broadcom(AVGO), which jumped 4.3% to $470.77.</p><p>The Sox has gained 94% in the past year as demand for chips destined for productsranging from appliancesand videogame consoles to vehicles and smartphones has outpaced the industry’s ability to produce semiconductors.</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>Stocks That Could Benefit as the U.S. Tries to Fix the Chip Shortage</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\">\nStocks That Could Benefit as the U.S. Tries to Fix the Chip Shortage\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-16 11:35 GMT+8 <a href=https://www.barrons.com/articles/the-u-s-is-trying-to-fix-the-chip-shortage-what-it-could-mean-for-semiconductor-stocks-51615838286?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As the U.S. government inches closer to funding a batch of incentives and subsidies designed to spur domestic semiconductor manufacturing and research, aJ.P. Morgananalyst has figured out which stocks...</p>\n\n<a href=\"https://www.barrons.com/articles/the-u-s-is-trying-to-fix-the-chip-shortage-what-it-could-mean-for-semiconductor-stocks-51615838286?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ON":"安森美半导体","TSM":"台积电","TXN":"德州仪器","ADI":"亚德诺","MU":"美光科技","NXPI":"恩智浦","INTC":"英特尔"},"source_url":"https://www.barrons.com/articles/the-u-s-is-trying-to-fix-the-chip-shortage-what-it-could-mean-for-semiconductor-stocks-51615838286?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196198740","content_text":"As the U.S. government inches closer to funding a batch of incentives and subsidies designed to spur domestic semiconductor manufacturing and research, aJ.P. Morgananalyst has figured out which stocks could stand to gain the most from it.Amid global chip shortages, triggered in part by supply and demand fluctuations because of the Covid-19 pandemic as well asnatural disasters, Congress authorized a series of programs and incentives for U.S.-based chip companies earlier this year. Lawmakers included the programs designed to bolster U.S. manufacturing, research, and development in the National Defense Authorization Act for fiscal 2021, which became law in January, but didn’t provide funding for those initiatives.According to J.P. Morgan chip analyst Harlan Sur, it’s likely that funding for those programs may be included in President Joe Biden ‘s infrastructure bill, one of the next priorities for the administration. Sur expects the “Build Back Better” infrastructure plan to pass in the first half of the year, resulting in funding starting in the second half of 2021.Sur’s team estimated the incentives and subsidies could total between $35 billion and $37 billion, with about $18 billion to $20 billion for domestic chip manufacturing and $15 billion to $17 billion for chip research and development.Based on the current language in the National Defense Authorize Act, Sur wrote in a note published on Monday that he expects integrated device manufacturers based in the U.S. will likely be prioritized when it’s time to dole out funds and incentives.Those would include manufacturers such as Intel(ticker: INTC),Micron Technology(MU),Texas Instruments(TXN),Analog Devices(ADI), and On Semiconductor(ON) are all likely to benefit, Sur wrote. Companies that have U.S. defense-related qualifications are well-positioned to benefit as well, he wrote.Taiwan Semiconductor Manufacturing(TSM) and NXP Semiconductors(NXPI), international-based chip manufacturers that operate in the U.S., should benefit too, he said, but to a lesser degree.Companies that make chip manufacturing equipment such as Applied Materials(AMAT) and Lam Research(LRCX) should also receive a lift because of higher equipment purchasing resulting from the incentives.The PHLX Semiconductor index,or Sox, advanced about 2% on Monday, led by NXP Semiconductors NXP, which rose 8.9% to $199.91, and Broadcom(AVGO), which jumped 4.3% to $470.77.The Sox has gained 94% in the past year as demand for chips destined for productsranging from appliancesand videogame consoles to vehicles and smartphones has outpaced the industry’s ability to produce semiconductors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322487202,"gmtCreate":1615820904706,"gmtModify":1703493625300,"author":{"id":"3574683709420484","authorId":"3574683709420484","name":"Baper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574683709420484","authorIdStr":"3574683709420484"},"themes":[],"htmlText":"Hiello","listText":"Hiello","text":"Hiello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/322487202","repostId":"1110886827","repostType":4,"isVote":1,"tweetType":1,"viewCount":670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326457239,"gmtCreate":1615701962721,"gmtModify":1703492239980,"author":{"id":"3574683709420484","authorId":"3574683709420484","name":"Baper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574683709420484","authorIdStr":"3574683709420484"},"themes":[],"htmlText":"🥶🥶🥶🥶🥶","listText":"🥶🥶🥶🥶🥶","text":"🥶🥶🥶🥶🥶","images":[{"img":"https://static.tigerbbs.com/0a460b4552d6e5fb53f8498a964520a5","width":"1125","height":"2839"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/326457239","isVote":1,"tweetType":1,"viewCount":678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":false}