Chip Stocks Are Falling. Why Investors Should Buy the Dip.

barrons2021-05-18

With a worldwide chip shortage hurting the supply of products ranging from home appliances to videogames, one analyst says now is the time to invest in semiconductor companies.Citi Research analyst ...

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精彩评论

Jon000
2021-05-18
Jon000
Buy the tsmc dip?
Christycla
2021-05-18
Christycla
Pls comment and like thanks
- BKZH:
  Same pls
- Jon000:
  Ok reply Pls
Delvin
2021-05-18
Delvin
Yea
noobieq0000
2021-05-18
noobieq0000
like and comment pls
- Jon000:
  Ok like N comment back
- noobieq0000:
  ok
- noobieq0000:
  ok
Baubausaur
2021-05-18
Baubausaur
Like and comment please. Thank you very much.
- erichosk:
  done.
erichosk
2021-05-18
erichosk
Shortage!

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Why Investors Should Buy the Dip.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-18 13:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/chip-stocks-are-falling-why-investors-should-buy-the-dip-51621290257?siteid=yhoof2><strong>barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With a worldwide chip shortage hurting the supply of products ranging from home appliances to videogames, one analyst says now is the time to invest in semiconductor companies.Citi Research analyst ...</p>\n\n<a href=\"https://www.barrons.com/articles/chip-stocks-are-falling-why-investors-should-buy-the-dip-51621290257?siteid=yhoof2\">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":"MU","symbol_name":"美光科技","start_time":0,"source_url":"https://www.barrons.com/articles/chip-stocks-are-falling-why-investors-should-buy-the-dip-51621290257?siteid=yhoof2","article_id":"1172701858","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1172701858","pubTimestamp":1621316854,"columns":[],"sourceInfo":{"source_id":"lsy1601382232898","name":"Barrons"},"weMediaInfo":null,"summary":"With a worldwide chip shortage hurting the supply of products ranging from home appliances to videog","collect":0,"end_time":0,"defaultTopTitle":"barrons.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"MU":"美光科技","TXN":"德州仪器","NXPI":"恩智浦","ON":"安森美半导体"},"translate_title":"芯片股在下跌。为什么投资者应该买进下跌。","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MU":0.9,"NXPI":0.9,"ON":0.9,"TXN":0.9},"content_text":"With a worldwide chip shortage hurting the supply of products ranging from home appliances to videogames, one analyst says now is the time to invest in semiconductor companies.Citi Research analyst Christopher Danely points to a six-week drop in chip stocks to make his case; the PHLX Semiconductor index, or Sox, is down 10%. The index closed down 0.9% on Monday but has advanced 72% in the past year. The S&P 500 index rose 46%.Falling notebook sales and smaller smartphone shipments, coupled with lower forecasts from several chip companies, have spooked the markets, Danely wrote in a research note on Monday. Instead, investors need to recognize that the signals aren’t negative for all semiconductor producers.Danely’s top picks are Micron Technology(ticker: MU), NXP Semiconductors(NXPI), On Semiconductor (ON), andTexas Instrument(TXN).NXP Semi, On Semi, and TI all sell chips that are used by auto makers, and probably will benefit from the ongoing shortage. The shortage has forced auto makers to scale back production and scramble to acquire as many chips as possible. Danely predicted the shortage of auto semiconductors will last through the second half of the year.The auto and industrial market is about 24% of the total market for chips, according to Citi. NXP Semi is the most exposed, with 70% of its first-quarter revenue coming from automotive and industrial sales. The numbers for On Semi and Texas Instruments were 60% and 58%, respectively.Despite slowing notebook sales, Danely wrote that it’s too early to downgrade the personal computer space. PCs make up a third of the market for semiconductors. He expects an uptick in enterprise PC purchasing—companies buying computers for their workers—in the second half of the year. Also, he argued that the single data point of slowing notebook sales doesn’t warrant a change.Micron is the most divisive of Danely’s picks—the bank’s clients are divided on whether the memory chip maker is a strong name. Danely stands his ground, noting that memory demand continues to exceed supply, and inventory levels are in line with ones in the past. Memory prices also rose roughly 25% in April, compared with compared to March. That jump is the largest since 2017.Danely has his eyes wide open, though. 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thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/195759300","repostId":1172701858,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4364525,"gmtCreate":1621320000024,"gmtModify":1635406638490,"authorId":3572945992604664,"author":{"id":3572945992604664,"idStr":"3572945992604664","authorId":3572945992604664,"name":"BKZH","avatar":"https://static.tigerbbs.com/3e399456296d456e84f8cea78347bf08","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":195759300,"type":1,"supId":0,"prevId":0,"content":"Same pls","text":"Same pls","html":"Same pls"},{"id":4364545,"gmtCreate":1621320130624,"gmtModify":1635406636514,"authorId":3574488501440064,"author":{"id":3574488501440064,"idStr":"3574488501440064","authorId":3574488501440064,"name":"Jon000","avatar":"https://static.tigerbbs.com/31d8b0b435484918436ab24cf32410e7","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":195759300,"type":1,"supId":0,"prevId":0,"content":"Ok reply Pls","text":"Ok reply Pls","html":"Ok reply 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and comment pls&nbsp;","listText":"like and comment pls&nbsp;","text":"like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/195728253","repostId":1172701858,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4364546,"gmtCreate":1621320139653,"gmtModify":1635406636404,"authorId":3574488501440064,"author":{"id":3574488501440064,"idStr":"3574488501440064","authorId":3574488501440064,"name":"Jon000","avatar":"https://static.tigerbbs.com/31d8b0b435484918436ab24cf32410e7","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":195728253,"type":1,"supId":0,"prevId":0,"content":"Ok like N comment back","text":"Ok like N comment back","html":"Ok like N comment back"},{"id":4366155,"gmtCreate":1621333129470,"gmtModify":1635406514968,"authorId":3568101627669658,"author":{"id":3568101627669658,"idStr":"3568101627669658","authorId":3568101627669658,"name":"noobieq0000","avatar":"https://static.tigerbbs.com/68678ecc87ea4fbbf52eaff2e75d698f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":195728253,"type":1,"supId":4364546,"prevId":0,"content":"ok","text":"ok","html":"ok"},{"id":4429073,"gmtCreate":1621831740557,"gmtModify":1635400833610,"authorId":3568101627669658,"author":{"id":3568101627669658,"idStr":"3568101627669658","authorId":3568101627669658,"name":"noobieq0000","avatar":"https://static.tigerbbs.com/68678ecc87ea4fbbf52eaff2e75d698f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":195728253,"type":1,"supId":4364546,"prevId":0,"content":"ok","text":"ok","html":"ok"}],"langContent":"EN"},{"id":195721471,"gmtCreate":1621318325593,"gmtModify":1631893206865,"author":{"id":"3575780678536841","authorId":"3575780678536841","name":"Baubausaur","avatar":"https://static.tigerbbs.com/23b7452cfa2f64cdd47b594be7c125fb","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3575780678536841","authorIdStr":"3575780678536841"},"htmlText":"Like and comment please. Thank you very much.&nbsp;","listText":"Like and comment please. Thank you very much.&nbsp;","text":"Like and comment please. Thank you very much.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/195721471","repostId":1172701858,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4364387,"gmtCreate":1621318417953,"gmtModify":1631893206863,"authorId":3575433293784452,"author":{"id":3575433293784452,"idStr":"3575433293784452","authorId":3575433293784452,"name":"erichosk","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":195721471,"type":1,"supId":0,"prevId":0,"content":"done.","text":"done.","html":"done."}],"langContent":"EN"},{"id":195721512,"gmtCreate":1621318316336,"gmtModify":1634192478869,"author":{"id":"3575433293784452","authorId":"3575433293784452","name":"erichosk","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3575433293784452","authorIdStr":"3575433293784452"},"htmlText":"Shortage!","listText":"Shortage!","text":"Shortage!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195721512","repostId":1172701858,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":24,"commentSize":13,"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":"4.29.3","shortVersion":"4.29.3","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/1172701858"}