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Ahead Of Tech Earnings, Analyst Names Nvidia And These 4 Semiconductor Stocks As 2022 Top Picks

Ahead Of Tech Earnings, Analyst Names Nvidia And These 4 Semiconductor Stocks As 2022 Top Picks

在科技股盈利之前,分析师将NVIDIA和这4只半导体股票列为2022年最佳选择
Benzinga Real-time News ·  2022/01/14 03:50

Following a strong showing in 2021, semiconductor companies remain on track for upside yet again in 2022 amid solid demand and lean channel inventories, according to an Oppenheimer analyst. 

奥本海默(Oppenheimer)的一位分析师表示,在2021年表现强劲之后,在需求强劲和渠道库存减少的情况下,半导体公司在2022年仍有望再次上行。

Growth Stocks To Continue To Outperform? Growth stocks led in 2021, and this trend is likely to continue through the cycle, analyst Rick Schafer said. Data Center/Cloud, 5G and auto are the verticals that are poised for outsized multiyear structural growth, the analyst added.

成长股将继续跑赢大盘?分析师里克·谢弗(Rick Schafer)表示,成长型股票在2021年处于领先地位,这一趋势可能会持续整个周期。这位分析师补充说,数据中心/云、5G和汽车是有望实现多年结构性超大增长的垂直市场。

Supply constraints, though curbing upside near term, should materially improve in the second half, the analyst said.

这位分析师表示,供应限制虽然在短期内抑制了上行,但下半年应该会有实质性改善。

Following $145 billion in semiconductor capital expenditures in 2021, fab capacity, excluding memory, will likely increase by 9% in 2022, with the growth weighted toward the second-half, Schafer said.

谢弗表示,在2021年半导体资本支出达到1450亿美元之后,不包括内存在内的晶圆厂产能在2022年可能会增长9%,增长幅度将接近下半年。

Data Center and Cloud spend will likely be strong as hyperscalers roll out new AI workloads, the analyst said.

这位分析师表示,随着超级伸缩器推出新的人工智能工作负载,数据中心和云的支出可能会很强劲。

The analyst expects 5G Random Access Networks to accelerate, led by the U.S., along with Europe/Korea. Auto production is also expected to rebound, he added.

这位分析师预计,以美国和欧洲/韩国为首的5G随机接入网络将加速。他补充说,汽车产量预计也会反弹。

"Constraints are well understood and should ease through 2022 following capacity adds," Schafer said.

谢弗说:“限制因素已经得到了很好的理解,随着运力的增加,到2022年,这些限制因素应该会有所缓解。”

The analyst said he is bullish on the long-term outlook for the semiconductor industry.

这位分析师表示,他看好半导体行业的长期前景。

Related Link: 9 Semiconductor Themes For 2022: Automotive Chip Shortage, Strong Cloud Demand, AI/ML Powering Metaverse And More

相关链接:2022年9大半导体主题:汽车芯片短缺、强劲的云需求、AI/ML为Metaverse提供动力等

Oppenheimer's Top Semiconductor Picks: Oppenheimer named Nvidia Corporation (NASDAQ:NVDA), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Marvell Technology, Inc. (NASDAQ:MRVL) and Broadcom Inc. (NASDAQ:AVGO) as its top picks.

奥本海默评选的最佳半导体产品:奥本海默被命名为NVIDIA公司(纳斯达克:NVDA),单片电力系统公司(纳斯达克:mpwr),Marvell Technology,Inc.(纳斯达克:MRVL)和博通公司(Broadcom Inc.)纳斯达克(Sequoia Capital:AVGO)是其首选。

These companies, the firm said, leverage content and share gains in cloud/5G/auto. They are expected to deliver sustained/profitable growth, Schafer said. 

该公司表示,这些公司利用内容,在云/5G/汽车领域分享收益。谢弗表示,预计它们将实现持续/盈利增长。

Nvidia is expected to see several structural tailwinds, including gaming, datacenter/AI accelerators, and autonomous vehicles, driving sustained outsized top-line growth, the analyst said. 

这位分析师表示,预计NVIDIA将看到几种结构性顺风,包括游戏、数据中心/人工智能加速器和自动驾驶汽车,推动营收持续超额增长。

Monolithic Power, according to the analyst, has an above-average EPS growth outlook, improving revenue mix away from consumer and toward industrial, communications and networking, improving margin profile, and expected improvements in cash/capital allocation over time, in addition to management's consistent record of execution.

根据这位分析师的说法,单片动力公司的每股收益增长前景高于平均水平,改善了从消费者到工业、通信和网络的收入组合,改善了利润率状况,并预计随着时间的推移,现金/资本配置将有所改善,此外,管理层的执行记录始终如一。

Marvell is expanding in the high growth cloud/DC market and offers the best pure play 5G infrastructure portfolio in the industry, Schafer said. The company is also positioned for auto growth with multigig 2.5/5G/10G ethernet, he added.

Schafer说,Marvell正在高增长的云/DC市场扩张,并提供业内最好的纯播放5G基础设施产品组合。他补充说,该公司还通过MultiGig 2.5/5G/10G以太网为汽车增长做好了准备。

For Broadcom, the combination of expanding earnings power over time, sticky/stable industrial/infrastructure exposure and defensible technology gives confidence in its business and financial model, the analyst said.

这位分析师表示,对博通来说,随着时间的推移,盈利能力不断扩大,粘性/稳定的工业/基础设施敞口以及可防御的技术相结合,给了人们对其业务和财务模式的信心。

The Semiconductor Stock Rating: Oppenheimer has Outperform ratings on Nvidia, Monolithic Power, Marvell and Broadcom. The price targets for the shares of the companies are:

半导体股票评级:奥本海默在NVIDIA、单体动力、Marvell和Broadcom上的收视率都超过了它们。这些公司股票的目标价为:

Nvidia: $350
Monolithic Power: $600
Marvell: $100
Broadcom: $720

NVIDIA:350美元
单片电源:600美元
Marvell:100美元
博通:720美元

The Semiconductor Price Action: At last check:

半导体价格行动:最后检查:

Nvidia shares were down 4.36% at $267.78.

英伟达股价下跌4.36%,至267.78美元。

Monolithic Power shares were slipping 2.66% to $436.98.

巨石电力股价下跌2.66%,至436.98美元。

Marvel was moving down 5.69% to $80.10.

漫威股价下跌5.69%,至80.10美元。

Broadcom shares were retreating 3.53% to $600.02.

博通股价下跌3.53%,至600.02美元。

Related Link: 8 Stock Picks To Play The 2022 Emerging Trends Shaping The Semiconductor Industry

相关链接:8只股票精选2022年塑造半导体行业的新兴趋势

译文内容由第三方软件翻译。


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