UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on

CNBC2021-06-15

Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage. As technology has advanced, semiconductor chips have spread from ...

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

ddboy
2021-06-18
ddboy
Nice
Zhangb
2021-06-17
Zhangb
Buy!
CPfit
2021-06-15
CPfit
Thx for the article. [强]
ioozx2
2021-06-15
ioozx2
$SENS buy this guys
Maxcrusader
2021-06-15
Maxcrusader
Buy buy buy
Hock80
2021-06-15
Hock80
Okay
- ct7825:
  Nice

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1137100022?lang=zh_CN&edition=full","thumbnail":"","is_english":true,"pubTime":"2021-06-15 08:31","share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","id":"1137100022","market":"us","top_or_hot":-1,"title":"UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on","media":"CNBC","content":"<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.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>UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on</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\">\nUBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.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":"NXPI","symbol_name":"恩智浦","start_time":0,"source_url":"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html","article_id":"1137100022","we_media_id":null,"thumbnails":[],"rights":{"source":"cnbc_highlight","url":"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.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=1137100022","pubTimestamp":1623717079,"sourceInfo":{"source_id":"cnbc_highlight","name":"CNBC"},"weMediaInfo":null,"summary":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the on","collect":0,"end_time":0,"defaultTopTitle":"cnbc.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"NXPI":"恩智浦","0KED.UK":"英飞凌","IFNNF":"Infineon Technologies AG","ON":"安森美半导体","TXN":"德州仪器"},"translate_title":"瑞银：随着芯片短缺的持续，这些股票“处于最佳位置”受益","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"0KED.UK":0.9,"IFNNF":0.9,"NXPI":0.9,"ON":0.9,"TXN":0.9},"content_text":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from computers and cars to toothbrushes and tumble dryers — they now lurk beneath the hood of a surprising number of products. But there’s an ongoing global shortage that’s affecting a host of different sectors.\nIn a note to clients this week, the bank’s analysts highlighted which chip companies are particularly well-placed to benefit from the impact of the shortage on the automotive sector, which relies on chips for everything from the computer management of engines to driver assistance systems.\nHere are the stocks they recommend:\nDutch firm NXP Semiconductors, German firmInfineon, U.S. firms Texas Instruments and ON Semiconductor were all flagged as favorable stocks in a heat map drawn up by the bank’s analysts.\n“Based on our analysis , we believe the companies more likely to benefit from the current shortage are the ones that have: 1) less exposure to foundries with spare internal capacities and 2) more exposure to distributors to benefit from increasing prices,” the analysts wrote.\nBut chip stocks are expensive compared to some other sectors and investors need to think carefully about where they put their money, the analysts, led by Francois-Xavier Bouvignies, said.\n“Clearly the sector is not cheap but we expect earnings momentum to sustain through 2021,” they wrote.\nUBS expects the chip shortage to affect the automotive industry into 2022 but it said there will be “some easing” from the second half of 2021,echoing Goldman Sachs’ predictions.\nThis is supported by evidence of company comments, as well as “significant investment” in the equipment used to make semiconductors (up more than 50% since January), and increased capacity allocation to autos in the second half of 2021, the UBS analysts wrote.\n“We estimate supply somewhat to catch up with demand despite some structural issues arising,” they wrote. “Finally, company commentary suggests industrial demand is robust and channel inventories remain low, leaving us constructive on the industrial cycle.”\nHowever, they also noted that the chip foundries have a “limited appetite” to invest in the ageing chips that cars use, compared to the “bleeding edge” chips that are used to power new computers and games consoles.\nIn a report this month, Bain & Co said the chip shortage is “large and growing,” adding that the shortage will last “longer than we hope for.”\n“The issue is systemic; individual players and the industry as a whole need to define holistic chip strategies that make them more resilient against external shocks; governments have a role as well,” the consultancy firm wrote.","kind":null,"is_publish_news":true,"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":166642399,"gmtCreate":1624008385111,"gmtModify":1624008385111,"author":{"id":"3580765121345668","authorId":"3580765121345668","name":"ddboy","avatar":"https://static.tigerbbs.com/3aa442703bb5af1bd09841cce7ad7c49","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166642399","repostId":1137100022,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":168089061,"gmtCreate":1623943790253,"gmtModify":1634025478168,"author":{"id":"3581934203010400","authorId":"3581934203010400","name":"Zhangb","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"Buy!","listText":"Buy!","text":"Buy!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/168089061","repostId":1137100022,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":184478965,"gmtCreate":1623723164257,"gmtModify":1634029547564,"author":{"id":"3584502581691712","authorId":"3584502581691712","name":"CPfit","avatar":"https://static.tigerbbs.com/d6545e851d303d337678d73d0d4e2ce8","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Thx for the article.&nbsp;[强]&nbsp;","listText":"Thx for the article.&nbsp;[强]&nbsp;","text":"Thx for the article. [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184478965","repostId":1137100022,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":184484456,"gmtCreate":1623721799075,"gmtModify":1631891864260,"author":{"id":"3574574846123045","authorId":"3574574846123045","name":"ioozx2","avatar":"https://static.tigerbbs.com/4d8450e8c9aac879edd0160fac73fbf5","vip":1,"crmLevel":9,"crmLevelSwitch":0},"htmlText":"$SENS buy this guys","listText":"$SENS buy this guys","text":"$SENS buy this guys","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184484456","repostId":1137100022,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":184551202,"gmtCreate":1623719581206,"gmtModify":1634029644346,"author":{"id":"3571183830721507","authorId":"3571183830721507","name":"Maxcrusader","avatar":"https://static.tigerbbs.com/a9dbd1695d1a45df589a4ba606e045e1","vip":1,"crmLevel":6,"crmLevelSwitch":0},"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184551202","repostId":1137100022,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":184559835,"gmtCreate":1623719529327,"gmtModify":1634029646580,"author":{"id":"3582250945116763","authorId":"3582250945116763","name":"Hock80","avatar":"https://static.tigerbbs.com/9a5858ff376379f4dc7e2f5e2e6e4856","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/184559835","repostId":1137100022,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4761890,"gmtCreate":1623725671901,"gmtModify":1635320819117,"authorId":3582522637961603,"author":{"id":3582522637961603,"authorId":3582522637961603,"name":"ct7825","avatar":"https://static.tigerbbs.com/b6966bb8837b6dc421c6c2382890d264","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":184559835,"type":1,"supId":0,"prevId":0,"content":"<u>Nice</u>","text":"<u>Nice</u>","html":"<u>Nice</u>"}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":68,"commentSize":26,"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/1137100022"}