Avengers_老虎社区_美港股上老虎

WwwQY
2021-12-22

Avengers

Nvidia, Marvell and Micron among top semi stocks for 2022, UBS says

Nvidia(NASDAQ:NVDA), Marvell Technology(NASDAQ:MRVL) and Micron(NASDAQ:MU) are among the top semicon

Nvidia, Marvell and Micron among top semi stocks for 2022, UBS says

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":691352643,"tweetId":"691352643","gmtCreate":1640140621518,"gmtModify":1640140621766,"author":{"id":3575626976695048,"idStr":"3575626976695048","authorId":3575626976695048,"authorIdStr":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":21,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Avengers&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>Avengers&nbsp;</p></body></html>","text":"Avengers","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/691352643","repostId":1132502645,"repostType":4,"repost":{"id":"1132502645","kind":"news","pubTimestamp":1640138400,"share":"https://www.laohu8.com/m/news/1132502645?lang=&edition=full","pubTime":"2021-12-22 10:00","market":"us","language":"en","title":"Nvidia, Marvell and Micron among top semi stocks for 2022, UBS says","url":"https://stock-news.laohu8.com/highlight/detail?id=1132502645","media":"Seeking Alpha","summary":"Nvidia(NASDAQ:NVDA), Marvell Technology(NASDAQ:MRVL) and Micron(NASDAQ:MU) are among the top semicon","content":"<p>Nvidia(NASDAQ:NVDA), Marvell Technology(NASDAQ:MRVL)&nbsp;and Micron(NASDAQ:MU)&nbsp;are among the top semiconductor stocks for 2022 at UBS, as the investment firm favors companies that have exposure to artificial intelligence and edge computing.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4a1c53ba379b52dcd7584cb55a0b11a\" tg-width=\"1536\" tg-height=\"1053\" width=\"100%\" height=\"auto\"><span>David Becker/Getty Images News</span></p>\n<p>Analyst Timothy Arcuri believes that Nvidia (NVDA) is likely to benefit as it builds more \"stable\" revenue sources around its GPU and software moats, while Marvell (MRVL) is capable of using its \"broad portfolio\" and 5 nanometer investments into a host of new applications and opportunities. UBS has a buy rating on Nvidia (NVDA).</p>\n<p>Micron (MU), which&nbsp;reported third-quarter earnings&nbsp;on Monday that beat Wall Street expectations, is likely to benefit in 2022 as an increase in memory could \"drive a re-rating as DRAM cycles are becoming more durable,\" UBS wrote. Arcuri has a buy rating on Micron (MU) shares.</p>\n<p>Lam Research(NASDAQ:LRCX)&nbsp;is also likely to benefit in 2022, as UBS sees a \"hockey stick\"-like growth in NAND Wafer Fab Equipment and Teradyne(NASDAQ:TER)should benefit from the system-on-a-chip test market \"is biased potentially much higher in '22 as it 'catches&nbsp; up' with&nbsp; front-end WFE.\"</p>\n<p>Additionally, companies like Broadcom(NASDAQ:AVGO), Synopsys(NASDAQ:SNPS), Analog Devices(NASDAQ:ADI)and Intel(NASDAQ:INTC)are all likely to benefit for a variety of different reasons, with Broadcom (AVGO) offering cyclical downside protection. Synopsys (SNPS) has a strong digital position, while Analog Digital Devices (ADI) could benefit from cost synergies of the Maxim deal.</p>\n<p>Intel (INTC), which has been beleaguered in recent years, is \"starting to close the competitive gap in terms of product roadmap with Alder Lake and Sapphire Rapids, but the substantial [capital expenditure] and uncertain return associated with foundry efforts keep us on the sidelines,\" Arcuri wrote in a note to investors, rating shares neutral.</p>\n<p>The picture for other major chipmakers like Advanced Micro Devices(NASDAQ:AMD)and Qualcomm(NASDAQ:QCOM)is more mixed, with Arcuri citing Intel's (INTC) ability to close the gap with AMD, while Qualcomm is tied to a \"mmWave ramp that still seems a ways out.\"</p>\n<p>Last week, Qualcomm (QCOM) was named Morgan Stanley's top semiconductor stock heading into 2022, as the company is likely to benefit from continued growth&nbsp;in the smartphone business, notably 5G, and the company's growing exposure to the automotive and Internet of Things business.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia, Marvell and Micron among top semi stocks for 2022, UBS says</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\">\nNvidia, Marvell and Micron among top semi stocks for 2022, UBS says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3782338-nvidia-marvell-and-micron-among-top-semi-stocks-for-2022-ubs-says><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia(NASDAQ:NVDA), Marvell Technology(NASDAQ:MRVL) and Micron(NASDAQ:MU) are among the top semiconductor stocks for 2022 at UBS, as the investment firm favors companies that have exposure to ...</p>\n\n<a href=\"https://seekingalpha.com/news/3782338-nvidia-marvell-and-micron-among-top-semi-stocks-for-2022-ubs-says\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRVL":"迈威尔科技","MU":"美光科技","NVDA":"英伟达"},"source_url":"https://seekingalpha.com/news/3782338-nvidia-marvell-and-micron-among-top-semi-stocks-for-2022-ubs-says","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132502645","content_text":"Nvidia(NASDAQ:NVDA), Marvell Technology(NASDAQ:MRVL) and Micron(NASDAQ:MU) are among the top semiconductor stocks for 2022 at UBS, as the investment firm favors companies that have exposure to artificial intelligence and edge computing.\nDavid Becker/Getty Images News\nAnalyst Timothy Arcuri believes that Nvidia (NVDA) is likely to benefit as it builds more \"stable\" revenue sources around its GPU and software moats, while Marvell (MRVL) is capable of using its \"broad portfolio\" and 5 nanometer investments into a host of new applications and opportunities. UBS has a buy rating on Nvidia (NVDA).\nMicron (MU), which reported third-quarter earnings on Monday that beat Wall Street expectations, is likely to benefit in 2022 as an increase in memory could \"drive a re-rating as DRAM cycles are becoming more durable,\" UBS wrote. Arcuri has a buy rating on Micron (MU) shares.\nLam Research(NASDAQ:LRCX) is also likely to benefit in 2022, as UBS sees a \"hockey stick\"-like growth in NAND Wafer Fab Equipment and Teradyne(NASDAQ:TER)should benefit from the system-on-a-chip test market \"is biased potentially much higher in '22 as it 'catches  up' with  front-end WFE.\"\nAdditionally, companies like Broadcom(NASDAQ:AVGO), Synopsys(NASDAQ:SNPS), Analog Devices(NASDAQ:ADI)and Intel(NASDAQ:INTC)are all likely to benefit for a variety of different reasons, with Broadcom (AVGO) offering cyclical downside protection. Synopsys (SNPS) has a strong digital position, while Analog Digital Devices (ADI) could benefit from cost synergies of the Maxim deal.\nIntel (INTC), which has been beleaguered in recent years, is \"starting to close the competitive gap in terms of product roadmap with Alder Lake and Sapphire Rapids, but the substantial [capital expenditure] and uncertain return associated with foundry efforts keep us on the sidelines,\" Arcuri wrote in a note to investors, rating shares neutral.\nThe picture for other major chipmakers like Advanced Micro Devices(NASDAQ:AMD)and Qualcomm(NASDAQ:QCOM)is more mixed, with Arcuri citing Intel's (INTC) ability to close the gap with AMD, while Qualcomm is tied to a \"mmWave ramp that still seems a ways out.\"\nLast week, Qualcomm (QCOM) was named Morgan Stanley's top semiconductor stock heading into 2022, as the company is likely to benefit from continued growth in the smartphone business, notably 5G, and the company's growing exposure to the automotive and Internet of Things business.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1176,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":8,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}