全球芯片“荒”到何时？大摩：至少要到2022年_老虎社区_美港股上老虎

全球芯片“荒”到何时？大摩：至少要到2022年

华尔街见闻2021-05-03

芯片供应短缺持续困扰全球汽车业，摩根士丹利分析师Adam Jonas和Joseph Moore在最新报告中表示，这一局面或将持续到2022年。他们认为，许多汽车制造商将因此生产受阻，而福特汽车上周公布的二季度和全年产量、盈利预期，算是“芯片荒”下汽车业的第一个“盈利预警”。一季报公布后，福特CEO Jim Farley预计，由于芯片短缺可能进一步恶化，二季度计划产量将被迫减少50%，远高于...

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。

21DaysCTP
·2021-05-04
Sklz
回复
点赞
举报
朝往欣欣向榮
·2021-05-03
買台積電
回复
1
举报
猫咪b
·2021-05-03
Really???
回复
点赞
举报
xiaochen10
·2021-05-03
why
回复
1
举报
MaxYang
·2021-05-03
芯之痛
回复
2
举报
收起
- 求金:
  [暗中观察]
  2021-05-03
  回复
  举报
- zh2021:
  [难过]
  2021-05-03
  回复
  举报

热议股票

7x24

全部

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/1148368936?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","is_english":false,"pubTime":"2021-05-03 20:01","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1148368936","market":"us","top_or_hot":-1,"title":"全球芯片“荒”到何时？大摩：至少要到2022年","media":"华尔街见闻","content":"<div>\n<p>芯片供应短缺持续困扰全球汽车业，摩根士丹利分析师Adam Jonas和Joseph Moore在最新报告中表示，这一局面或将持续到2022年。\n他们认为，许多汽车制造商将因此生产受阻，而福特汽车上周公布的二季度和全年产量、盈利预期，算是“芯片荒”下汽车业的第一个“盈利预警”。\n一季报公布后，福特CEO Jim Farley预计，由于芯片短缺可能进一步恶化，二季度计划产量将被迫减少50%，远高于...</p>\n\n<a href=\"None\">网页链接</a>\n\n</div>\n","source":null,"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>全球芯片“荒”到何时？大摩：至少要到2022年</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\">\n全球芯片“荒”到何时？大摩：至少要到2022年\n</h2>\n\n<h4 class=\"meta\">\n\n2021-05-03 20:01 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>芯片供应短缺持续困扰全球汽车业，摩根士丹利分析师Adam Jonas和Joseph Moore在最新报告中表示，这一局面或将持续到2022年。\n他们认为，许多汽车制造商将因此生产受阻，而福特汽车上周公布的二季度和全年产量、盈利预期，算是“芯片荒”下汽车业的第一个“盈利预警”。\n一季报公布后，福特CEO Jim Farley预计，由于芯片短缺可能进一步恶化，二季度计划产量将被迫减少50%，远高于...</p>\n\n<a href=\"None\">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":"MS","symbol_name":"摩根士丹利","start_time":0,"source_url":null,"article_id":"1148368936","we_media_id":"1084101182","thumbnails":["https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1148368936","pubTimestamp":1620043274,"sourceInfo":null,"weMediaInfo":{"media_name":"华尔街见闻","introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"summary":"现在是押注电动车领域长期机遇，“逢低买进”的好时机。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159813":"芯片","MS":"摩根士丹利"},"translate_title":"When will the global chip shortage last? Damo: At least until 2022","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/92594a9beba3ed7fde26ea851c85aea8","symbols_score_info":{"159813":0.9,"MS":0.9},"content_text":"芯片供应短缺持续困扰全球汽车业，摩根士丹利分析师Adam Jonas和Joseph Moore在最新报告中表示，这一局面或将持续到2022年。\n他们认为，许多汽车制造商将因此生产受阻，而福特汽车上周公布的二季度和全年产量、盈利预期，算是“芯片荒”下汽车业的第一个“盈利预警”。\n一季报公布后，福特CEO Jim Farley预计，由于芯片短缺可能进一步恶化，二季度计划产量将被迫减少50%，远高于一季度17%的降幅。其首席财务官John Lawler表示，2021年全年，福特将因芯片问题减产汽车约110万辆，损失25亿美元。\n3月底，福特芯片供应商瑞萨电子(Renesas Electronics)旗下一家工厂发生火灾后被迫停产，加剧全球芯片短缺。\nAdam Jonas和Joseph Moore认为，由于规划不善，福特可能是受到“芯片供应中断影响最严重例子”，这对投资OEM代工的投资者来说，是一次“现实的检验”。\n不过，福特此前对下半年表现持乐观预期，认为芯片供应将在二季度触底，并在今年剩余时间内有所改善。\nAdam Jonas和Joseph Moore表示，现在是押注电动车领域长期机遇，“逢低买进”的好时机。","kind":null,"is_publish_news":false,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":106050076,"gmtCreate":1620079828995,"gmtModify":1634208096769,"author":{"id":"3570195275245886","authorId":"3570195275245886","name":"21DaysCTP","avatar":"https://static.tigerbbs.com/b4085def320dcb4f3210eb4b047a86ad","vip":1,"crmLevel":7,"crmLevelSwitch":0},"htmlText":"Sklz","listText":"Sklz","text":"Sklz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/106050076","repostId":1148368936,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":108731196,"gmtCreate":1620053253815,"gmtModify":1631885037733,"author":{"id":"3567213426547723","authorId":"3567213426547723","name":"朝往欣欣向榮","avatar":"https://static.tigerbbs.com/8fc9489f0f232746e500696524b0f5f2","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"買台積電","listText":"買台積電","text":"買台積電","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/108731196","repostId":1148368936,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":108545235,"gmtCreate":1620045768127,"gmtModify":1631893075366,"author":{"id":"3565141264334143","authorId":"3565141264334143","name":"猫咪b","avatar":"https://static.tigerbbs.com/e814c71340fd63db37fbcdc00197f975","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"Really???","listText":"Really???","text":"Really???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/108545235","repostId":1148368936,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":108548617,"gmtCreate":1620045493439,"gmtModify":1634208287759,"author":{"id":"3576276306027110","authorId":"3576276306027110","name":"xiaochen10","avatar":"https://static.tigerbbs.com/5b1ab0cdd6be0408a7de20a01c26885a","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"why","listText":"why","text":"why","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/108548617","repostId":1148368936,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":108551902,"gmtCreate":1620044299106,"gmtModify":1634208297418,"author":{"id":"3582018714472591","authorId":"3582018714472591","name":"MaxYang","avatar":"https://static.tigerbbs.com/3303c800c020e1284816df91215df5bc","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"芯之痛","listText":"芯之痛","text":"芯之痛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/108551902","repostId":1148368936,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4209325,"gmtCreate":1620045790526,"gmtModify":1635504576216,"authorId":3573168884997306,"author":{"id":3573168884997306,"authorId":3573168884997306,"name":"求金","avatar":"https://static.tigerbbs.com/869d585d3a198da2a97a46b697e6c522","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":108551902,"type":1,"supId":0,"prevId":0,"content":"[暗中观察]","text":"[暗中观察]","html":"[暗中观察]"},{"id":4209966,"gmtCreate":1620049926515,"gmtModify":1635504520261,"authorId":3574387078391491,"author":{"id":3574387078391491,"authorId":3574387078391491,"name":"zh2021","avatar":"https://static.tigerbbs.com/c227b611b9691752cedc6b263256bae1","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":108551902,"type":1,"supId":0,"prevId":0,"content":"[难过]","text":"[难过]","html":"[难过]"}],"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":24,"commentSize":5,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}