$英偉達 (NVDA.US)$has been a big gainer, but now other, smaller chip stocks look cheaper.
What happened
Shares of semiconductor company $英偉達 (NVDA.US)$ dropped again on Monday -- down 4.2% as of noon ET -- its fourth straight down day in a row. There doesn't appear to be any particular news behind today's decline, at least not specific to Nvidia.
So what
From a big picture perspective, the news isn't great. CNBC reported this morning there's a risk that the ongoing chip shortage could depress Christmas shopping this year.
Although high demand for high-end Nvidia graphics chips is generally good news for the company and its pricing power, the network notes that "semiconductors are beneath the hood of an increasing number of products," but "things made with chips don't just use one chip." Thus, even a PC manufacturer lucky enough to get hold of all the Nvidia chips it needs might not be able to sell its PC if it can't also get all the power control, memory, and other chips it also needs to build the product. Or the manufacturer might not buy the Nvidia chips in the first place if it knows it won't be able to obtain the other chips.
Now what
That's one risk Nvidia investors face. A bigger risk, though, may be its high-flying stock price.
This morning, analysts at JPMorgan, at UBS, at Barclays, Citigroup, R.W. Baird, and Evercore ISI cited a range of semiconductor chipmakers that they like and believe are undervalued, and Nvidia wasn't one of them. Morgan recommended $高通 (QCOM.US)$ for its earnings upside, Evercore picked $美光科技 (MU.US)$ -1.39% as a stock that is "structurally undervalued," and Barclays, Baird, and Citi raised their price targets on $博通 (AVGO.US)$ -1.59% based on demand for its products.
Nvidia shares sell for 93 times trailing earnings. Micron is valued at less than 17 times earnings; Qualcomm is at 23 times, and Broadcom is at 47. It's pretty clear why Wall Street might consider these stocks relatively better deals than Nvidia.
And it's just as clear why some investors might have decided that now is a good time to cash out some Nvidia stock winnings, and reinvest them in relatively cheaper stocks.
What happened
Shares of semiconductor company $英偉達 (NVDA.US)$ dropped again on Monday -- down 4.2% as of noon ET -- its fourth straight down day in a row. There doesn't appear to be any particular news behind today's decline, at least not specific to Nvidia.
So what
From a big picture perspective, the news isn't great. CNBC reported this morning there's a risk that the ongoing chip shortage could depress Christmas shopping this year.
Although high demand for high-end Nvidia graphics chips is generally good news for the company and its pricing power, the network notes that "semiconductors are beneath the hood of an increasing number of products," but "things made with chips don't just use one chip." Thus, even a PC manufacturer lucky enough to get hold of all the Nvidia chips it needs might not be able to sell its PC if it can't also get all the power control, memory, and other chips it also needs to build the product. Or the manufacturer might not buy the Nvidia chips in the first place if it knows it won't be able to obtain the other chips.
Now what
That's one risk Nvidia investors face. A bigger risk, though, may be its high-flying stock price.
This morning, analysts at JPMorgan, at UBS, at Barclays, Citigroup, R.W. Baird, and Evercore ISI cited a range of semiconductor chipmakers that they like and believe are undervalued, and Nvidia wasn't one of them. Morgan recommended $高通 (QCOM.US)$ for its earnings upside, Evercore picked $美光科技 (MU.US)$ -1.39% as a stock that is "structurally undervalued," and Barclays, Baird, and Citi raised their price targets on $博通 (AVGO.US)$ -1.59% based on demand for its products.
Nvidia shares sell for 93 times trailing earnings. Micron is valued at less than 17 times earnings; Qualcomm is at 23 times, and Broadcom is at 47. It's pretty clear why Wall Street might consider these stocks relatively better deals than Nvidia.
And it's just as clear why some investors might have decided that now is a good time to cash out some Nvidia stock winnings, and reinvest them in relatively cheaper stocks.
10
劇透：
在本帖的最後，有機會讓您獲得積分！
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每個主要指數均上漲 更低 上週。這裡是每週受關注的故事...
在本帖的最後，有機會讓您獲得積分！
星期一快樂 mooer們! 歡迎回到 每週熱門話題，我們將根據上一周moomoo平台搜索和留言量來回顧所選熱門股票的新聞、表現和社區情緒！（排除了納米市值。）
第Ⅰ部分：做出您的選擇
第Ⅱ部分：熱門股票列表和mooer們的評論
每個主要指數均上漲 更低 上週。這裡是每週受關注的故事...
已翻譯
+12
142
93
聖誕節即將到來。空氣中洋溢著節日氣氛，與您Moo Moo社區分享好的投資貼士。美國市場是一個快節奏的市場。請利用支撐位和壓力位分析警惕監控趨勢。我的經驗是快速進入，快速賺錢，然後迅速離開。我的聖誕願望是黑莓和諾基亞的價格再次超過13和7。 $黑莓 (BB.US)$為所有人祝福一個超級快樂的聖誕節。 $諾基亞 (NOK.US)$聖誕節即將到來。空氣中洋溢著節日氣氛，與您Moo Moo社區分享好的投資貼士。美國市場是一個快節奏的市場。請利用支撐位和壓力位分析警惕監控趨勢。我的經驗是快速進入，快速賺錢，然後迅速離開。我的聖誕願望是黑莓和諾基亞的價格再次超過13和7。
已翻譯
22
2
$黑莓 (BB.US)$10.3撑不住的话，要回9.5了。 收敛三角形，经典盘整形态，等方向明朗再入场风险较低。如果破位下跌，埋伏也没用。
48
2
已翻譯
48
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