drakreon
2021-04-23
Good
Semiconductor Watchlist: AMD Shares Soar Amid Shortage
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。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
2
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":376520104,"tweetId":"376520104","gmtCreate":1619137637508,"gmtModify":1634288304416,"author":{"id":3579598851733286,"idStr":"3579598851733286","authorId":3579598851733286,"authorIdStr":"3579598851733286","name":"drakreon","avatar":"https://static.tigerbbs.com/f8d61f175954a430f3860c54276334bb","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Good</p></body></html>","htmlText":"<html><head></head><body><p>Good</p></body></html>","text":"Good","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/376520104","repostId":1143429933,"repostType":4,"repost":{"id":"1143429933","kind":"news","pubTimestamp":1619135800,"share":"https://www.laohu8.com/m/news/1143429933?lang=&edition=full","pubTime":"2021-04-23 07:56","market":"us","language":"en","title":"Semiconductor Watchlist: AMD Shares Soar Amid Shortage","url":"https://stock-news.laohu8.com/highlight/detail?id=1143429933","media":"The Street","summary":"See buy or sell recommendations for Nvidia, Qualcomm, Nxp, Broadcom, Taiwan Semiconductor, and more ","content":"<blockquote>See buy or sell recommendations for Nvidia, Qualcomm, Nxp, Broadcom, Taiwan Semiconductor, and more semiconductor stocks.</blockquote><p>Chip shortages are only worsening in the auto sector, according to Jim Cramer, the founder of TheStreet. Cramer has been hyperfocused on the semiconductor sector as thechip shortage impacts the overall market.</p><p>This past week, President Joe Biden hosted a semiconductor summit at the White House to discuss the shortage impacting many industries, including the auto industry.</p><p>Cramer noted ina column for Real Money this past week, \"there simply aren't enough machines being made to create more chips, even as they are working pretty much around the clock to do so.\"</p><p>\"You think that the stocks of Applied Materials (<b>AMAT</b>) -Get Report, KLA Corporation (<b>KLA</b>), and Lam Research (<b>LRCX</b>) -Get Report would be this high otherwise?\"he added.</p><p>Lam Research reported record fiscal third-quarter results that beat analyst estimates on Wednesday. The semiconductor equipment maker reported adjusted earnings of $7.49 on revenues of $3.85 billion for its quarter ending in March. Analysts polled by FactSet were expecting adjusted earnings of $6.62 per share on revenues of $3.72 billion.</p><p>“Semiconductors are reaching new heights of strategic relevance, and Lam’s differentiated ability to meet our customers’ scaling challenges positions us well amid a strong wafer fabrication spending environment,\" said Tim Archer, Lam Research’s President, and Chief Executive Officer, in a statement.</p><p>Earlier this past week, on<i>TheStreet Live</i>, Cramer said, \"We can't have people laid off or out of work because of GM (<b>GM</b>) -Get Report and Ford's (<b>F</b>) -Get Report problems with a few chip companies. I hope that President Biden lobbies for all the chip companies to make the chips that we need. It's time.\"</p><p><i>For more in-depth coverage of the semiconductor sector including trading recommendations and investment strategies,follow Eric Jhonsa on Real Money.</i></p><p>Here is a list of the semiconductor stocks to watch and their performance by percentage change at the close of trading on Wednesday, Apr. 21:</p><p><b>Nvidia Corp | -0.46% 5-Day</b></p><p>Nvidia (<b>NVDA</b>) -Get Report shares were pressured Monday after Oliver Dowden, the U.K.'s secretary of state for digital, culture, media, and sport, said regulators were intervening in thesemiconductor company's proposed acquisition of Arm Ltd.</p><p>The British government is looking at the Santa Clara, Calif., company's proposed $40 billion purchase of the British chip designer from Softbank Group SFTBY due to national security concerns</p><p>Nvidia shares at the last check were down 2.7% to $619.47, but the company has been on fire lately and has drawn the praise of analysts. For instance, Raymond James analysts recentlyraised their price target to $750from $700 as they eye a rebound in enterprise spending and Nvidia’s new chip.</p><p>TheStreet Quant Ratings rates Nvidiaas a Buy with a rating score of B.</p><p><b>Qualcomm | +0.51% 5-Day</b></p><p>Qualcomm (<b>QCOM</b>) -Get Report was falling 2.8% to $134.30 Monday after analysts at Susquehannadowngraded shares of the chipmakerin a bearish note on the semiconductor sector.</p><p>Qualcomm was cut to neutral from positiveand its price target was also reduced to $155 a share from $175.</p><p>The firm also said thatshortages in the semiconductor industrycould lead customers to accumulate inventory or double order, which could lead to over shipments that do not reflect true demand.</p><p>Qualcomm announced this past week that it will publish thefinancial results for its second-quarter fiscal 2021on Wednesday, Apr. 28.</p><p>TheStreet Quant Ratings rates Qualcommas a Buy with a rating score of B.</p><p><b>Nxp Semiconductors | +0.22% 5-Day</b></p><p>Nxp Semiconductors (<b>NXPI</b>) -Get Report wasdowngraded to equal-weightfrom overweight by analysts at Morgan Stanley this past week. The investment firm raised its price target on the company to $213 a share from $190.</p><p>Nxp has outperformed broad-based suppliers by 115%, according to Morgan Stanley, and the S&P 500 by 160%, driven by itsinclusion into the S&P index in March. That rise gives NXP less room to run higher.</p><p>TheStreet Quant Ratings rates NXP Semiconductorsas a Buy with a rating score of B-.</p><p><b>Advanced Micro Devices | +3.23% 5-Day</b></p><p>Advanced Micro Devices (<b>AMD</b>) -Get Report has been trading well, likely on the back of Nvidia’s momentum, according to TheStreet's Bret Kenwell.</p><p>The company announced this past week that it willreport first-quarter 2021 financial resultson Tuesday, Apr. 27 after the close of the market.</p><p>The chipmaker's $35 billion deal to acquire Xilinx (<b>XLNX</b>) -Get Report was beenapproved by shareholders of both chipmakers. Under the terms, AMD will pay 1.7234 shares for each Xilinx share.</p><p>TheStreet Quant Ratings rates AMD as a Buy with a rating score of B.</p><p><b>Intel | -1.24% 5-Day</b></p><p>Officials from Intel (<b>INTC</b>) -Get Report, Microsoft (<b>MSFT</b>) -Get Report, Alphabet (<b>GOOGL</b>) -Get Report, and General Motors (<b>GM</b>) -Get Report met with the White House earlier this month to discuss the impact aglobal semiconductor shortageis having on U.S. manufacturers.</p><p>Last month, Intel said it wouldbuild two new chip factoriesin Arizona, as the once-dominant chipmaker tries to regain momentum and favor in the U.S.</p><p>The companyplans to evolve into both a designer and manufacturerand next-generation computer and smartphone chips while also developing a new business -- thanks in part to a development partnership with IBM (<b>IBM</b>) -Get Report -- that allows other companies to use its Arizona hub to make their own semiconductors.</p><p>TheStreet Quant Ratings rates Intelas a Buy with a rating score of A-.</p><p><b>Taiwan Semiconductor Manufacturing | -3.43% 5-Day</b></p><p>Taiwan Semiconductor Manufacturing (<b>TSM</b>) -Get Report boosted its near-term investment plans on Mar. 31,pledging to spend $100 billionover the next three years to increase production capacity, including a previously-announced factory it will build in Arizona.</p><p>The companyboosted how much it will spend on CAPEXfrom $28 billion to $30 billion.</p><p>\"You're in good shape there. I would buy it at these levels,\"Jim Cramer said of the company this past week.</p><p>TheStreet Quant Ratings rates TSMas a Buy with a rating score of A.</p><p><b>Broadcom | -4.32% 5-Day</b></p><p>Cramer said Wednesday that he's worried because some typically stable stocks such as Disney (<b>DIS</b>) -Get Report, Alphabet (<b>GOOGL</b>) -Get Report, and Broadcom (<b>AVGO</b>) -Get Report are down.\"We need those to reverse,\" he said.</p><p>Analysts at Deutsche Bank initiated coverage of the cybersecurity company CrowdStrike (<b>CRWD</b>) -Get Report with a buy rating and $265 price target. The firm expects CrowdStrike tocontinue to land big-name new clients like Broadcom.</p><p>TheStreet Quant Ratings rates Broadcomas a Buy with a rating score of A-.</p><p><b>Micron Technology | -1.86% 5-Day</b></p><p>Micron Technology (<b>MU</b>) -Get Report reported fiscal-second-quarter revenue and adjusted earnings thatexceeded Wall Street estimates. The company's adjusted earnings more than doubled to 98 cents a share from 45 cents a share in the year-earlier period.</p><p>TheStreet Quant Ratings rates Micronas a Buy with a rating score of B.</p><p><b>Texas Instruments | -1.37% 5-Day</b></p><p>Texas Instruments (<b>TXN</b>) -Get Report will webcast itsfirst-quarter 2021 earnings conference callon Tuesday, Apr. 27.</p><p>Rafael Lizardi, senior vice president, and chief financial officer, and Dave Pahl, vice president and head of Investor Relations, will discuss TI's financial results and answer questions from the investor audience.</p><p>TheStreet Quant Ratings rates Texas Instrumentsas a Buy with a rating score of A.</p>","source":"lsy1610613172068","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>Semiconductor Watchlist: AMD Shares Soar Amid 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\">\nSemiconductor Watchlist: AMD Shares Soar Amid Shortage\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-23 07:56 GMT+8 <a href=https://www.thestreet.com/investing/semiconductor-watchlist-amd-shares-soar-amid-shortage><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>See buy or sell recommendations for Nvidia, Qualcomm, Nxp, Broadcom, Taiwan Semiconductor, and more semiconductor stocks.Chip shortages are only worsening in the auto sector, according to Jim Cramer, ...</p>\n\n<a href=\"https://www.thestreet.com/investing/semiconductor-watchlist-amd-shares-soar-amid-shortage\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NXPI":"恩智浦","TXN":"德州仪器","INTC":"英特尔","NVDA":"英伟达","TSM":"台积电","QCOM":"高通","MU":"美光科技","AMD":"美国超微公司"},"source_url":"https://www.thestreet.com/investing/semiconductor-watchlist-amd-shares-soar-amid-shortage","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143429933","content_text":"See buy or sell recommendations for Nvidia, Qualcomm, Nxp, Broadcom, Taiwan Semiconductor, and more semiconductor stocks.Chip shortages are only worsening in the auto sector, according to Jim Cramer, the founder of TheStreet. Cramer has been hyperfocused on the semiconductor sector as thechip shortage impacts the overall market.This past week, President Joe Biden hosted a semiconductor summit at the White House to discuss the shortage impacting many industries, including the auto industry.Cramer noted ina column for Real Money this past week, \"there simply aren't enough machines being made to create more chips, even as they are working pretty much around the clock to do so.\"\"You think that the stocks of Applied Materials (AMAT) -Get Report, KLA Corporation (KLA), and Lam Research (LRCX) -Get Report would be this high otherwise?\"he added.Lam Research reported record fiscal third-quarter results that beat analyst estimates on Wednesday. The semiconductor equipment maker reported adjusted earnings of $7.49 on revenues of $3.85 billion for its quarter ending in March. Analysts polled by FactSet were expecting adjusted earnings of $6.62 per share on revenues of $3.72 billion.“Semiconductors are reaching new heights of strategic relevance, and Lam’s differentiated ability to meet our customers’ scaling challenges positions us well amid a strong wafer fabrication spending environment,\" said Tim Archer, Lam Research’s President, and Chief Executive Officer, in a statement.Earlier this past week, onTheStreet Live, Cramer said, \"We can't have people laid off or out of work because of GM (GM) -Get Report and Ford's (F) -Get Report problems with a few chip companies. I hope that President Biden lobbies for all the chip companies to make the chips that we need. It's time.\"For more in-depth coverage of the semiconductor sector including trading recommendations and investment strategies,follow Eric Jhonsa on Real Money.Here is a list of the semiconductor stocks to watch and their performance by percentage change at the close of trading on Wednesday, Apr. 21:Nvidia Corp | -0.46% 5-DayNvidia (NVDA) -Get Report shares were pressured Monday after Oliver Dowden, the U.K.'s secretary of state for digital, culture, media, and sport, said regulators were intervening in thesemiconductor company's proposed acquisition of Arm Ltd.The British government is looking at the Santa Clara, Calif., company's proposed $40 billion purchase of the British chip designer from Softbank Group SFTBY due to national security concernsNvidia shares at the last check were down 2.7% to $619.47, but the company has been on fire lately and has drawn the praise of analysts. For instance, Raymond James analysts recentlyraised their price target to $750from $700 as they eye a rebound in enterprise spending and Nvidia’s new chip.TheStreet Quant Ratings rates Nvidiaas a Buy with a rating score of B.Qualcomm | +0.51% 5-DayQualcomm (QCOM) -Get Report was falling 2.8% to $134.30 Monday after analysts at Susquehannadowngraded shares of the chipmakerin a bearish note on the semiconductor sector.Qualcomm was cut to neutral from positiveand its price target was also reduced to $155 a share from $175.The firm also said thatshortages in the semiconductor industrycould lead customers to accumulate inventory or double order, which could lead to over shipments that do not reflect true demand.Qualcomm announced this past week that it will publish thefinancial results for its second-quarter fiscal 2021on Wednesday, Apr. 28.TheStreet Quant Ratings rates Qualcommas a Buy with a rating score of B.Nxp Semiconductors | +0.22% 5-DayNxp Semiconductors (NXPI) -Get Report wasdowngraded to equal-weightfrom overweight by analysts at Morgan Stanley this past week. The investment firm raised its price target on the company to $213 a share from $190.Nxp has outperformed broad-based suppliers by 115%, according to Morgan Stanley, and the S&P 500 by 160%, driven by itsinclusion into the S&P index in March. That rise gives NXP less room to run higher.TheStreet Quant Ratings rates NXP Semiconductorsas a Buy with a rating score of B-.Advanced Micro Devices | +3.23% 5-DayAdvanced Micro Devices (AMD) -Get Report has been trading well, likely on the back of Nvidia’s momentum, according to TheStreet's Bret Kenwell.The company announced this past week that it willreport first-quarter 2021 financial resultson Tuesday, Apr. 27 after the close of the market.The chipmaker's $35 billion deal to acquire Xilinx (XLNX) -Get Report was beenapproved by shareholders of both chipmakers. Under the terms, AMD will pay 1.7234 shares for each Xilinx share.TheStreet Quant Ratings rates AMD as a Buy with a rating score of B.Intel | -1.24% 5-DayOfficials from Intel (INTC) -Get Report, Microsoft (MSFT) -Get Report, Alphabet (GOOGL) -Get Report, and General Motors (GM) -Get Report met with the White House earlier this month to discuss the impact aglobal semiconductor shortageis having on U.S. manufacturers.Last month, Intel said it wouldbuild two new chip factoriesin Arizona, as the once-dominant chipmaker tries to regain momentum and favor in the U.S.The companyplans to evolve into both a designer and manufacturerand next-generation computer and smartphone chips while also developing a new business -- thanks in part to a development partnership with IBM (IBM) -Get Report -- that allows other companies to use its Arizona hub to make their own semiconductors.TheStreet Quant Ratings rates Intelas a Buy with a rating score of A-.Taiwan Semiconductor Manufacturing | -3.43% 5-DayTaiwan Semiconductor Manufacturing (TSM) -Get Report boosted its near-term investment plans on Mar. 31,pledging to spend $100 billionover the next three years to increase production capacity, including a previously-announced factory it will build in Arizona.The companyboosted how much it will spend on CAPEXfrom $28 billion to $30 billion.\"You're in good shape there. I would buy it at these levels,\"Jim Cramer said of the company this past week.TheStreet Quant Ratings rates TSMas a Buy with a rating score of A.Broadcom | -4.32% 5-DayCramer said Wednesday that he's worried because some typically stable stocks such as Disney (DIS) -Get Report, Alphabet (GOOGL) -Get Report, and Broadcom (AVGO) -Get Report are down.\"We need those to reverse,\" he said.Analysts at Deutsche Bank initiated coverage of the cybersecurity company CrowdStrike (CRWD) -Get Report with a buy rating and $265 price target. The firm expects CrowdStrike tocontinue to land big-name new clients like Broadcom.TheStreet Quant Ratings rates Broadcomas a Buy with a rating score of A-.Micron Technology | -1.86% 5-DayMicron Technology (MU) -Get Report reported fiscal-second-quarter revenue and adjusted earnings thatexceeded Wall Street estimates. The company's adjusted earnings more than doubled to 98 cents a share from 45 cents a share in the year-earlier period.TheStreet Quant Ratings rates Micronas a Buy with a rating score of B.Texas Instruments | -1.37% 5-DayTexas Instruments (TXN) -Get Report will webcast itsfirst-quarter 2021 earnings conference callon Tuesday, Apr. 27.Rafael Lizardi, senior vice president, and chief financial officer, and Dave Pahl, vice president and head of Investor Relations, will discuss TI's financial results and answer questions from the investor audience.TheStreet Quant Ratings rates Texas Instrumentsas a Buy with a rating score of A.","news_type":1},"isVote":1,"tweetType":1,"viewCount":88,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/376520104"}
精彩评论