全球芯片“荒”到何时？大摩：至少要到2022年

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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...

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CTP
·2021-05-04
Sklz
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朝往欣欣向榮
·2021-05-03
買臺積電
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1
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猫咪b
·2021-05-03
Really???
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xiaochen10
·2021-05-03
why
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MaxYang
·2021-05-03
芯之痛
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- zh2021:
  [难过]
  2021-05-03
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- 求金:
  [暗中观察]
  2021-05-03
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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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"159813":"芯片","MS":"摩根士丹利"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148368936","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。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":108731196,"gmtCreate":1620053253815,"gmtModify":1704337984582,"author":{"id":"3567213426547723","authorId":"3567213426547723","name":"朝往欣欣向榮","avatar":"https://static.tigerbbs.com/8fc9489f0f232746e500696524b0f5f2","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3567213426547723","authorIdStr":"3567213426547723"},"htmlText":"買臺積電","listText":"買臺積電","text":"買臺積電","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/108731196","repostId":1148368936,"repostType":4,"repost":{"id":"1148368936","kind":"news","weMediaInfo":{"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,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1620043274,"share":"https://ttm.financial/m/news/1148368936?lang=&edition=fundamental","pubTime":"2021-05-03 20:01","market":"us","language":"zh","title":"全球芯片“荒”到何时？大摩：至少要到2022年","url":"https://stock-news.laohu8.com/highlight/detail?id=1148368936","media":"华尔街见闻","summary":"现在是押注电动车领域长期机遇，“逢低买进”的好时机。","content":"<p>芯片供应短缺持续困扰全球汽车业，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>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。</p>\n<p>他们认为，许多汽车制造商将因此生产受阻，而<a href=\"https://laohu8.com/S/F\">福特汽车</a>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”。</p>\n<p>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。</p>\n<p>3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。</p>\n<p>Adam Jonas和Joseph Moore认为，<b>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”。</b></p>\n<p>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。</p>\n<p>Adam 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。</p>\n<p></p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"159813":"芯片","MS":"摩根士丹利"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148368936","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。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":108548617,"gmtCreate":1620045493439,"gmtModify":1704337789559,"author":{"id":"3576276306027110","authorId":"3576276306027110","name":"xiaochen10","avatar":"https://static.tigerbbs.com/5b1ab0cdd6be0408a7de20a01c26885a","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3576276306027110","authorIdStr":"3576276306027110"},"htmlText":"why","listText":"why","text":"why","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/108548617","repostId":1148368936,"repostType":4,"repost":{"id":"1148368936","kind":"news","weMediaInfo":{"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,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1620043274,"share":"https://ttm.financial/m/news/1148368936?lang=&edition=fundamental","pubTime":"2021-05-03 20:01","market":"us","language":"zh","title":"全球芯片“荒”到何时？大摩：至少要到2022年","url":"https://stock-news.laohu8.com/highlight/detail?id=1148368936","media":"华尔街见闻","summary":"现在是押注电动车领域长期机遇，“逢低买进”的好时机。","content":"<p>芯片供应短缺持续困扰全球汽车业，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>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。</p>\n<p>他们认为，许多汽车制造商将因此生产受阻，而<a href=\"https://laohu8.com/S/F\">福特汽车</a>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”。</p>\n<p>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。</p>\n<p>3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。</p>\n<p>Adam Jonas和Joseph Moore认为，<b>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”。</b></p>\n<p>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。</p>\n<p>Adam 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。</p>\n<p></p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"159813":"芯片","MS":"摩根士丹利"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148368936","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。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4209966,"gmtCreate":1620049926515,"gmtModify":1680786793351,"authorId":3574387078391491,"author":{"id":3574387078391491,"idStr":"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]"},{"id":4209325,"gmtCreate":1620045790526,"gmtModify":1680786778514,"authorId":3573168884997306,"author":{"id":3573168884997306,"idStr":"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]"}],"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":24,"commentSize":5,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}