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Datolee
2021-06-21
[微笑]
抱歉,原内容已删除
Datolee
2021-06-21
[贱笑]
Nvidia, Texas Instruments are top semiconductor stocks among fund managers
Datolee
2021-04-16
$Liquid Media Group Ltd.(YVR)$
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Datolee
2021-04-14
$Coinbase Global, Inc.(COIN)$
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}\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, Texas Instruments are top semiconductor stocks among fund managers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 08:20 GMT+8 <a href=https://seekingalpha.com/news/3707812-nvidia-texas-instruments-are-top-semiconductor-stocks-among-fund-managers><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The most owned semiconductor stocks by U.S. long-only and hedge-fund active fund managers in May were Nvidia(NASDAQ:NVDA)and Texas Instruments(NASDAQ:TXN), according to a BofA note out last week.\nThe ...</p>\n\n<a href=\"https://seekingalpha.com/news/3707812-nvidia-texas-instruments-are-top-semiconductor-stocks-among-fund-managers\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","TXN":"德州仪器"},"source_url":"https://seekingalpha.com/news/3707812-nvidia-texas-instruments-are-top-semiconductor-stocks-among-fund-managers","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1135514651","content_text":"The most owned semiconductor stocks by U.S. long-only and hedge-fund active fund managers in May were Nvidia(NASDAQ:NVDA)and Texas Instruments(NASDAQ:TXN), according to a BofA note out last week.\nThe firm used its Equity Strategy data to look at the breadth (% of sample set owns) and depth (amount owned in portfolio relative to stock's S&P 500 weight).\nNvidia was owned by 44.2% of fund managers, flat on the quarter with relative weighting down 12% Q/Q and below the 1.5x ownership of its growth peers, \"suggesting opportunity for increasing depth.\"\nTexas Instruments was up 214 bps Q/Q to 42.1% ownership, an all-time high and taking second place.\nQualcomm(NASDAQ:QCOM)was down 134 bps to 38.3% with its relative weighting posting the biggest decline among semis, falling 17% to 1.14x.\nAMD(NASDAQ:AMD)ownership hit a record 24.7% and now only sits 160 bps behind rival Intel(NASDAQ:INTC)\"suggesting increasing LO preference for AMD.\"\nAmong semiconductor equipment stocks, Applied Materials(NASDAQ:AMAT)and KLA(NASDAQ:KLAC)hit record ownership of 31.6% and 17.2%, respectively. Lam Research(NASDAQ:LRCX)lagged, down from its October 2020 record of 28.8% to 20%.\nFor the least owned/overweighted stocks, BofA highlights Microchip(NASDAQ:MCHP), which has a 10% ownership despite a $40B market cap that would normally come with 15-20% ownership.\nSkyworks(NASDAQ:SWKS), Qorvo(NASDAQ:QRVO), and Teradyne(NASDAQ:TER)are also flagged for having \"extremely low ownership\" of only 6-7% and extremely low relative weightage of 0.24x-0.57x. \"\n\"It's possible these stocks are more preferred by SMidcap, rather than large-cap managers,\" BofA says about the least-owned stocks.\nRecent semiconductor news: U.S. Senators propose 25% tax credit for U.S.semiconductor investments","news_type":1},"isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370668210,"gmtCreate":1618581492630,"gmtModify":1631888359285,"author":{"id":"3578430315936371","authorId":"3578430315936371","name":"Datolee","avatar":"https://static.tigerbbs.com/73cc649a4ae349017567bf5c1badffcd","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YVR\">$Liquid Media Group Ltd.(YVR)$</a>你醒了没有?可以起身吗?[喷血] ","listText":"<a href=\"https://laohu8.com/S/YVR\">$Liquid Media Group Ltd.(YVR)$</a>你醒了没有?可以起身吗?[喷血] ","text":"$Liquid Media Group Ltd.(YVR)$你醒了没有?可以起身吗?[喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370668210","isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":344856251,"gmtCreate":1618400120173,"gmtModify":1634293223739,"author":{"id":"3578430315936371","authorId":"3578430315936371","name":"Datolee","avatar":"https://static.tigerbbs.com/73cc649a4ae349017567bf5c1badffcd","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>几点开盘呢?","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>几点开盘呢?","text":"$Coinbase Global, Inc.(COIN)$几点开盘呢?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344856251","isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":167940076,"gmtCreate":1624244108295,"gmtModify":1634008976589,"author":{"id":"3578430315936371","authorId":"3578430315936371","name":"Datolee","avatar":"https://static.tigerbbs.com/73cc649a4ae349017567bf5c1badffcd","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167940076","repostId":"1133385197","repostType":4,"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":167954069,"gmtCreate":1624244046351,"gmtModify":1634008978359,"author":{"id":"3578430315936371","authorId":"3578430315936371","name":"Datolee","avatar":"https://static.tigerbbs.com/73cc649a4ae349017567bf5c1badffcd","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[贱笑] ","listText":"[贱笑] ","text":"[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167954069","repostId":"1135514651","repostType":4,"repost":{"id":"1135514651","pubTimestamp":1624234837,"share":"https://www.laohu8.com/m/news/1135514651?lang=&edition=full","pubTime":"2021-06-21 08:20","market":"us","language":"en","title":"Nvidia, Texas Instruments are top semiconductor stocks among fund managers","url":"https://stock-news.laohu8.com/highlight/detail?id=1135514651","media":"seekingalpha","summary":"The most owned semiconductor stocks by U.S. long-only and hedge-fund active fund managers in May wer","content":"<ul>\n <li>The most owned semiconductor stocks by U.S. long-only and hedge-fund active fund managers in May were Nvidia(NASDAQ:NVDA)and Texas Instruments(NASDAQ:TXN), according to a BofA note out last week.</li>\n <li>The firm used its Equity Strategy data to look at the breadth (% of sample set owns) and depth (amount owned in portfolio relative to stock's S&P 500 weight).</li>\n <li>Nvidia was owned by 44.2% of fund managers, flat on the quarter with relative weighting down 12% Q/Q and below the 1.5x ownership of its growth peers, \"suggesting opportunity for increasing depth.\"</li>\n <li>Texas Instruments was up 214 bps Q/Q to 42.1% ownership, an all-time high and taking second place.</li>\n <li>Qualcomm(NASDAQ:QCOM)was down 134 bps to 38.3% with its relative weighting posting the biggest decline among semis, falling 17% to 1.14x.</li>\n <li>AMD(NASDAQ:AMD)ownership hit a record 24.7% and now only sits 160 bps behind rival Intel(NASDAQ:INTC)\"suggesting increasing LO preference for AMD.\"</li>\n <li>Among semiconductor equipment stocks, Applied Materials(NASDAQ:AMAT)and KLA(NASDAQ:KLAC)hit record ownership of 31.6% and 17.2%, respectively. Lam Research(NASDAQ:LRCX)lagged, down from its October 2020 record of 28.8% to 20%.</li>\n <li>For the least owned/overweighted stocks, BofA highlights Microchip(NASDAQ:MCHP), which has a 10% ownership despite a $40B market cap that would normally come with 15-20% ownership.</li>\n <li>Skyworks(NASDAQ:SWKS), Qorvo(NASDAQ:QRVO), and Teradyne(NASDAQ:TER)are also flagged for having \"extremely low ownership\" of only 6-7% and extremely low relative weightage of 0.24x-0.57x. \"</li>\n <li>\"It's possible these stocks are more preferred by SMidcap, rather than large-cap managers,\" BofA says about the least-owned stocks.</li>\n <li>Recent semiconductor news: U.S. Senators propose 25% tax credit for U.S.semiconductor investments</li>\n</ul>","source":"seekingalpha","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, Texas Instruments are top semiconductor stocks among fund managers</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; 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}\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, Texas Instruments are top semiconductor stocks among fund managers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 08:20 GMT+8 <a href=https://seekingalpha.com/news/3707812-nvidia-texas-instruments-are-top-semiconductor-stocks-among-fund-managers><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The most owned semiconductor stocks by U.S. long-only and hedge-fund active fund managers in May were Nvidia(NASDAQ:NVDA)and Texas Instruments(NASDAQ:TXN), according to a BofA note out last week.\nThe ...</p>\n\n<a href=\"https://seekingalpha.com/news/3707812-nvidia-texas-instruments-are-top-semiconductor-stocks-among-fund-managers\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","TXN":"德州仪器"},"source_url":"https://seekingalpha.com/news/3707812-nvidia-texas-instruments-are-top-semiconductor-stocks-among-fund-managers","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1135514651","content_text":"The most owned semiconductor stocks by U.S. long-only and hedge-fund active fund managers in May were Nvidia(NASDAQ:NVDA)and Texas Instruments(NASDAQ:TXN), according to a BofA note out last week.\nThe firm used its Equity Strategy data to look at the breadth (% of sample set owns) and depth (amount owned in portfolio relative to stock's S&P 500 weight).\nNvidia was owned by 44.2% of fund managers, flat on the quarter with relative weighting down 12% Q/Q and below the 1.5x ownership of its growth peers, \"suggesting opportunity for increasing depth.\"\nTexas Instruments was up 214 bps Q/Q to 42.1% ownership, an all-time high and taking second place.\nQualcomm(NASDAQ:QCOM)was down 134 bps to 38.3% with its relative weighting posting the biggest decline among semis, falling 17% to 1.14x.\nAMD(NASDAQ:AMD)ownership hit a record 24.7% and now only sits 160 bps behind rival Intel(NASDAQ:INTC)\"suggesting increasing LO preference for AMD.\"\nAmong semiconductor equipment stocks, Applied Materials(NASDAQ:AMAT)and KLA(NASDAQ:KLAC)hit record ownership of 31.6% and 17.2%, respectively. Lam Research(NASDAQ:LRCX)lagged, down from its October 2020 record of 28.8% to 20%.\nFor the least owned/overweighted stocks, BofA highlights Microchip(NASDAQ:MCHP), which has a 10% ownership despite a $40B market cap that would normally come with 15-20% ownership.\nSkyworks(NASDAQ:SWKS), Qorvo(NASDAQ:QRVO), and Teradyne(NASDAQ:TER)are also flagged for having \"extremely low ownership\" of only 6-7% and extremely low relative weightage of 0.24x-0.57x. \"\n\"It's possible these stocks are more preferred by SMidcap, rather than large-cap managers,\" BofA says about the least-owned stocks.\nRecent semiconductor news: U.S. Senators propose 25% tax credit for U.S.semiconductor investments","news_type":1},"isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370668210,"gmtCreate":1618581492630,"gmtModify":1631888359285,"author":{"id":"3578430315936371","authorId":"3578430315936371","name":"Datolee","avatar":"https://static.tigerbbs.com/73cc649a4ae349017567bf5c1badffcd","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YVR\">$Liquid Media Group Ltd.(YVR)$</a>你醒了没有?可以起身吗?[喷血] ","listText":"<a href=\"https://laohu8.com/S/YVR\">$Liquid Media Group Ltd.(YVR)$</a>你醒了没有?可以起身吗?[喷血] ","text":"$Liquid Media Group Ltd.(YVR)$你醒了没有?可以起身吗?[喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370668210","isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":344856251,"gmtCreate":1618400120173,"gmtModify":1634293223739,"author":{"id":"3578430315936371","authorId":"3578430315936371","name":"Datolee","avatar":"https://static.tigerbbs.com/73cc649a4ae349017567bf5c1badffcd","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>几点开盘呢?","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>几点开盘呢?","text":"$Coinbase Global, Inc.(COIN)$几点开盘呢?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344856251","isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}