Analysts name the chip stocks set to pop on the electric vehicle boom

cnbc2021-08-30

Semiconductor companies that make chips for autos are expected to see huge benefits if electric car sales continue rise. Here are some of Goldman, UBS and Morgan Stanley’s top stock picks in the ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

blkgoat00
2021-08-30
blkgoat00
[得意] [财迷] [财迷]
- JieYee:
  [Smile]
vbjvvbb
2021-08-30
vbjvvbb
Ok
MFME
2021-08-30
MFME
Nvidia?
Tpoh
2021-08-30
Tpoh
like and share!
MuppyKoh
2021-08-30
MuppyKoh
Please like
- kirkmaciano:
  Ok liked
KeeBoonTong
2021-08-30
KeeBoonTong
Lalala

发表看法

167

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1120839039?lang=zh_CN&edition=full","thumbnail":"","is_english":true,"pubTime":"2021-08-30 11:34","share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","id":"1120839039","market":"us","top_or_hot":-1,"title":"Analysts name the chip stocks set to pop on the electric vehicle boom","media":"cnbc","content":"<div>\n<p>Semiconductor companies that make chips for autos are expected to see huge benefits if electric car sales continue rise. Here are some of Goldman, UBS and Morgan Stanley’s top stock picks in the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/08/29/stocks-to-buy-ubs-goldman-say-these-chip-firms-are-a-buy-as-evs-soar.html\">网页链接</a>\n\n</div>\n","source":"cnbc_highlight","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>Analysts name the chip stocks set to pop on the electric vehicle boom</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\">\nAnalysts name the chip stocks set to pop on the electric vehicle boom\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-30 11:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/08/29/stocks-to-buy-ubs-goldman-say-these-chip-firms-are-a-buy-as-evs-soar.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Semiconductor companies that make chips for autos are expected to see huge benefits if electric car sales continue rise. Here are some of Goldman, UBS and Morgan Stanley’s top stock picks in the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/08/29/stocks-to-buy-ubs-goldman-say-these-chip-firms-are-a-buy-as-evs-soar.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":null,"symbol_name":null,"start_time":0,"source_url":"https://www.cnbc.com/2021/08/29/stocks-to-buy-ubs-goldman-say-these-chip-firms-are-a-buy-as-evs-soar.html","article_id":"1120839039","we_media_id":null,"thumbnails":[],"rights":{"source":"cnbc_highlight","url":"https://www.cnbc.com/2021/08/29/stocks-to-buy-ubs-goldman-say-these-chip-firms-are-a-buy-as-evs-soar.html","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.ArticleHeader-headline{#titleStyle#}a{#lv2TextColor#}.ArticleHeader-time, .Author-authorNameAndSocial a{#sourceStyle#;}","selectors":".PageBuilder-pageWrapper","filters":".ArticleHeader-eyebrow, .RelatedTags-relatedTags","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1120839039","pubTimestamp":1630294440,"sourceInfo":{"source_id":"cnbc_highlight","name":"CNBC"},"weMediaInfo":null,"summary":"Semiconductor companies that make chips for autos are expected to see huge benefits if electric car ","collect":0,"end_time":0,"defaultTopTitle":"cnbc.com","property":[],"viewcount":null,"language":"en","relate_stocks":{},"translate_title":"分析师称，将在电动汽车热潮中流行的芯片股","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{},"content_text":"Semiconductor companies that make chips for autos are expected to see huge benefits if electric car sales continue rise. Here are some of Goldman, UBS and Morgan Stanley’s top stock picks in the sector.\nElectric vehicles need more chips —and more sophisticated chips — than cars with internal combustion engines.\nOne of UBS’ top picks in the chipmaking space is Germany’sInfineon, which is one of the automotive industry’s key semiconductor suppliers. The stock is buy-rated by the investment bank.\n“Electric cars need power semiconductors to manage power and Infineon is a leader in the space,” UBS tech hardware analyst Francois-Xavier Bouvignies told CNBC, adding that the company has around 30% of the market share in power management semiconductors (a chip used in EVs and normal cars).\nCars with internal combustion engines typically use around $80 worth of semiconductors in the powertrain — what propels a car forward — but electric vehicles use around $550 worth, Bouvignies said.\nUBS also has a buy rating on Japanese semiconductor makerRohm, which is developing the silicon carbide chips that are set to play an important role in the electrification of the car, according to Bouvignies.\nAnother European chipmaker set to benefit from the electrification of the car isST Micro, which is expanding deeper into the automotive sector and investing significantly in car chips, Bouvignies said.\nWhile ST Micro is likely to benefit from the move towards electric vehicles, UBS has a neutral rating on the stock because of itsexposure to the smartphone industry and Apple in particular.\nElsewhere, Morgan Stanley U.S. semiconductor analyst Joseph Moore highlighted in a note to investors last week thatTesla, the world’s best-known electric carmaker, is planning to build an “impressive” new chip. The bank reiterated its overweight rating on Tesla and its $900 price target.\nTheso-called “Dojo” chipwas announced by Tesla CEO Elon Musk alongside anew robotat the Tesla A.I. Day last week.\n“They [Tesla] don’t seem to be arguing that they have the best chip, but that their fabric is better than the competing fabric to stitch lots of chips in parallel,” said Moore.\n“It looks impressive,” he added. “But evaluating PowerPoint presentations on chips that aren’t in use yet is really difficult.”\nGoldman’s Taiwan picks\nEarlier this month, analysts at Goldman Sachsconfirmed their buy ratings on several Taiwanese semiconductor stocksthat work with the automotive industry after holding meetings with companies in the sector.\nIn a note on Aug. 17, the bank reiterated its buy rating on Taiwan’sUnited Microelectronics, a semiconductor foundry (or manufacturer), saying: “The company remains bullish on the overall demand outlook.” United Microelectronics’ management also expects a gradual rise in revenue from automotive customers, with “strong” demand for some components, Goldman said, and the stock remains on the bank’s conviction list.\nGoldman is also buy rated onTSMC, the world’s biggest chip producer. The company expects to see “strong long term structural demand” in sectors including autos, according to Goldman’s analysts in an Aug. 19 research note.\nElsewhere, semiconductor designerRealtekwas given a buy rating by Goldman thanks in part to a strong pipeline of automotive projects.\nMeanwhile, rivalMediaTekis set to see “solid” sales driven by strong demand from the gaming and automotive sectors, Goldman’s analysts stated in an Aug. 18 note. They are buy-rated on the stock. “The medium to long-term trend remains intact as we expect addressable market expansion and product mix improvements,” the Goldman analysts added.","kind":null,"is_publish_news":false,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":811156045,"gmtCreate":1630300885987,"gmtModify":1704958065996,"author":{"id":"3569971904409031","authorId":"3569971904409031","name":"blkgoat00","avatar":"https://static.tigerbbs.com/32d084b2d498a8347513b1fe1a02f27f","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"[得意]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"[得意]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[得意] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/811156045","repostId":1120839039,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5691109,"gmtCreate":1630301459425,"gmtModify":1631888433567,"authorId":3585337577037707,"author":{"id":3585337577037707,"authorId":3585337577037707,"name":"JieYee","avatar":"https://static.tigerbbs.com/3e4b8be34071a883cb274790cad527e5","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":811156045,"type":1,"supId":0,"prevId":0,"content":"[Smile]","text":"[Smile]","html":"[Smile]"}],"langContent":"CN"},{"id":811127499,"gmtCreate":1630300353411,"gmtModify":1704958058918,"author":{"id":"3554803619527377","authorId":"3554803619527377","name":"vbjvvbb","avatar":"https://static.tigerbbs.com/8fb1b38f4354ec237a7cab99dbd46e94","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/811127499","repostId":1120839039,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":811129697,"gmtCreate":1630299306019,"gmtModify":1704958046695,"author":{"id":"3574399983193226","authorId":"3574399983193226","name":"MFME","avatar":"https://static.tigerbbs.com/9c7d2325aa9eb91869c4c7144270a75a","vip":1,"crmLevel":7,"crmLevelSwitch":0},"htmlText":"Nvidia?","listText":"Nvidia?","text":"Nvidia?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/811129697","repostId":1120839039,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":811163312,"gmtCreate":1630298427636,"gmtModify":1704958032412,"author":{"id":"3575251434665389","authorId":"3575251434665389","name":"Tpoh","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"like and share!","listText":"like and share!","text":"like and share!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/811163312","repostId":1120839039,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":811116826,"gmtCreate":1630296633065,"gmtModify":1704958008452,"author":{"id":"3585354270249282","authorId":"3585354270249282","name":"MuppyKoh","avatar":"https://static.tigerbbs.com/280b63f52e5976fb134c31bfb22ec07d","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/811116826","repostId":1120839039,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5690767,"gmtCreate":1630298933370,"gmtModify":1635135910605,"authorId":3584245613296846,"author":{"id":3584245613296846,"authorId":3584245613296846,"name":"kirkmaciano","avatar":"https://static.tigerbbs.com/0db19f76623b2af34faeccee4ce94952","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":811116826,"type":1,"supId":0,"prevId":0,"content":"Ok liked","text":"Ok liked","html":"Ok liked"}],"langContent":"EN"},{"id":811119236,"gmtCreate":1630296379825,"gmtModify":1704958002268,"author":{"id":"3578717603960999","authorId":"3578717603960999","name":"KeeBoonTong","avatar":"https://static.tigerbbs.com/815864515bc02d554ba00b04f5f46a1a","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"Lalala","listText":"Lalala","text":"Lalala","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/811119236","repostId":1120839039,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":167,"commentSize":7,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1120839039"}