Credit Suisse names the ‘cheap’ tech stocks to buy right now

CNBC2021-08-19

Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies. The bank called tech stocks “soft” cyclicals, ...

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Comment（158）

Uasbau
·2021-08-20
Like it
Reply
2
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wongkk
·2021-08-19
Up up up
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2
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Alan07
·2021-08-19
Will be even cheaper if the downtrend continues for this week….
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3
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StayHome
·2021-08-19
Time to pick some stocks to buy when prices are low. Pls like and comment. Thanks.
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4
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- Alan07:
  
  MSW my fav
  2021-08-20
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- StayHome:
  Pick some Mao Shan Wang durian stock….
  2021-08-19
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- Alan07:
  Agreed but still strugglIng to start cherry picking now or later
  2021-08-19
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winsolutions
·2021-08-19
Amazing to realise there are still cheap tech stocks around. All I kn these institutions have conflict of interest when providing info. I will take the One side in one side out approach.[開心]
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Kel9670ong
·2021-08-19
Wait a little longer
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2
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Envyapple
·2021-08-19
Good
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3
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CY123
·2021-08-19
Ok
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3
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Mml
·2021-08-19
Informative
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3
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- Mml:
  Pls help to like, Thks
  2021-08-19
  Reply
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Euginelai
·2021-08-19
Ok
Reply
4
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燃烧吧我的小宇宙
·2021-08-19
Liked
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5
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- Euginelai:
  ok
  2021-08-19
  Reply
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- Cherry16:
  ok
  2021-08-19
  Reply
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hpt
·2021-08-19
Like
Reply
6
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- jazzspeed:
  i likeeeee
  2021-08-19
  Reply
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Wanlin
·2021-08-19
Like and comment
Reply
9
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- Acella:
  ?
  2021-08-19
  Reply
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- Mavfurious:
  Ok
  2021-08-19
  Reply
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- Shininglight:
  ok
  2021-08-19
  Reply
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View more 2 comments
Bosser
·2021-08-19
Really
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6
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- Wanlin:
  Like
  2021-08-19
  Reply
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- Gracejul:
  Like pls
  2021-08-19
  Reply
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TTrade
·2021-08-19
A like pls. Have a good day.
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5
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- Bosser:
  U too
  2021-08-19
  Reply
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bigninja
·2021-08-19
Nice
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6
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- KingPohPoh:
  Bice
  2021-08-19
  Reply
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WilsonTan112
·2021-08-19
Like
Reply
3
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LionCaleb
·2021-08-19
But I no $$$.
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5
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Lineeeeee
·2021-08-19
Nice
Reply
5
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poworb
·2021-08-19
T
Reply
4
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- Lineeeeee:
  Buy
  2021-08-19
  Reply
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- poworb:
  y
  2021-08-19
  Reply
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Cyclical stocks track overall economic performance.\nBut Credit Suisse added that tech stocks have a “defensive angle” too. Defensive stocks usually have consistent earnings and dividends and remain relatively constant compared to the rest of the market. “We want exposure to ‘soft’ defensives at a time when non-financial cyclicals (e.g. industrial and consumer cyclicals) are clearly expensive,” the analysts said.\nSome of the defensive characteristics of tech stocks include having the lowest levels of debt of any major sector in Europe and being able to withstand wage inflation due to having high market capitalizations and “relatively few” employees.\nThe price of tech investment is falling relative to the cost of labor, according to the analysts, who said this has led to tech becoming a “substitution” for labor. “Many tech companies facilitate cost-cutting (and the desire for corporates to cut costs rises in a slowdown),” they stated.\nStocks on its list of outperform-rated semiconductor firms that are “cheap” with “positive earnings revisions” include chip manufacturersIntel,Nvidia,STMicroelectronics and Texas Instruments.Amkor Technology, a maker of semiconductor packaging, and Dutch semiconductor equipment-maker ASML, are also on the bank’s list.\nCredit Suisse also likes semiconductor firm TSMC, saying it is “five years ahead of its rivals on advanced technology,” and Samsung, for its 37% share of the dynamic random access memory (DRAM) market, being the main component of many computers.\nAs well as listing “cheap” stocks, Credit Suisse named “wealth compounders” — those tech companies that have high returns and are priced at a discount to CFROI, or cash flow return on investment forecasts — a way of measuring a firm’s returns.\nOutperform-rated companies on the list include Microsoft, security software firms Synopsys and F5 Networks, semiconductor designer Broadcom and financial software company Intuit.\nOn telecom companies, Credit Suisse stated: “We continue to believe that 5G and superfast broadband will become nearly as essential as running water,” and picked Nokia and Ericssonas being “very cheap” relative to the market.\nThe analysts added that some of China’s tech sector “looks cheap” and said to “wait for earnings revisions to trough.” Credit Suisse picked Alibaba and Tencent as names trading at much lower valuations to their U.S. counterparts Facebook,Alphabet and Amazon.","kind":null,"is_publish_news":false,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":838217532,"gmtCreate":1629413404826,"gmtModify":1676530030233,"author":{"id":"3581724772671504","authorId":"3581724772671504","authorIdStr":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581724772671504"},"htmlText":"Like it","listText":"Like it","text":"Like it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/838217532","repostId":1152703663,"repostType":4,"repost":{"id":"1152703663","pubTimestamp":1629343423,"share":"https://ttm.financial/m/news/1152703663?lang=&edition=fundamental","pubTime":"2021-08-19 11:23","market":"hk","language":"en","title":"Credit Suisse names the ‘cheap’ tech stocks to buy right now","url":"https://stock-news.laohu8.com/highlight/detail?id=1152703663","media":"CNBC","summary":"Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, inclu","content":"<p>Analysts at&nbsp;Credit Suisse&nbsp;have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.</p>\n<p>The bank called tech stocks “soft” cyclicals, in a research note published Friday, with analysts saying that when GDP rises by 1%, investment in technology goes up by about 2%. Cyclical stocks track overall economic performance.</p>\n<p>But Credit Suisse added that tech stocks have a “defensive angle” too. Defensive stocks usually have consistent earnings and dividends and remain relatively constant compared to the rest of the market. “We want exposure to ‘soft’ defensives at a time when non-financial cyclicals (e.g. industrial and consumer cyclicals) are clearly expensive,” the analysts said.</p>\n<p>Some of the defensive characteristics of tech stocks include having the lowest levels of debt of any major sector in Europe and being able to withstand wage inflation due to having high market capitalizations and “relatively few” employees.</p>\n<p>The price of tech investment is falling relative to the cost of labor, according to the analysts, who said this has led to tech becoming a “substitution” for labor. “Many tech companies facilitate cost-cutting (and the desire for corporates to cut costs rises in a slowdown),” they stated.</p>\n<p>Stocks on its list of outperform-rated semiconductor firms that are “cheap” with “positive earnings revisions” include chip manufacturersIntel,Nvidia,STMicroelectronics&nbsp;and&nbsp;Texas Instruments.Amkor Technology, a maker of semiconductor packaging, and Dutch semiconductor equipment-maker&nbsp;ASML, are also on the bank’s list.</p>\n<p>Credit Suisse also likes semiconductor firm&nbsp;TSMC, saying it is “five years ahead of its rivals on advanced technology,” and&nbsp;Samsung, for its 37% share of the dynamic random access memory (DRAM) market, being the main component of many computers.</p>\n<p>As well as listing “cheap” stocks, Credit Suisse named “wealth compounders” — those tech companies that have high returns and are priced at a discount to CFROI, or cash flow return on investment forecasts — a way of measuring a firm’s returns.</p>\n<p>Outperform-rated companies on the list include&nbsp;Microsoft, security software firms&nbsp;Synopsys&nbsp;and&nbsp;F5 Networks, semiconductor designer&nbsp;Broadcom&nbsp;and financial software company Intuit.</p>\n<p>On telecom companies, Credit Suisse stated: “We continue to believe that 5G and superfast broadband will become nearly as essential as running water,” and picked&nbsp;Nokia&nbsp;and&nbsp;Ericssonas being “very cheap” relative to the market.</p>\n<p>The analysts added that some of China’s tech sector “looks cheap” and said to “wait for earnings revisions to trough.” Credit Suisse picked&nbsp;Alibaba&nbsp;and&nbsp;Tencent&nbsp;as names trading at much lower valuations to their U.S. counterparts&nbsp;Facebook,Alphabet&nbsp;and&nbsp;Amazon.</p>","source":"lsy1629343096352","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nCredit Suisse names the ‘cheap’ tech stocks to buy right now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-19 11:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.\nThe bank called tech stocks “soft” cyclicals, ...</p>\n\n<a href=\"https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SSNLF":"三星电子","BABA":"阿里巴巴","ASML":"阿斯麦","INTC":"英特尔","FFIV":"F5 Inc","AMKR":"艾马克技术公司","MSFT":"微软","AVGO":"博通","NOK":"诺基亚","STM":"意法半导体","SNPS":"新思科技","TXN":"德州仪器","GOOG":"谷歌","GOOGL":"谷歌A","TSM":"台积电","00700":"腾讯控股","ERIC":"爱立信","AMZN":"亚马逊","TCEHY":"腾讯控股ADR","NVDA":"英伟达","09988":"阿里巴巴-W"},"source_url":"https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152703663","content_text":"Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.\nThe bank called tech stocks “soft” cyclicals, in a research note published Friday, with analysts saying that when GDP rises by 1%, investment in technology goes up by about 2%. Cyclical stocks track overall economic performance.\nBut Credit Suisse added that tech stocks have a “defensive angle” too. Defensive stocks usually have consistent earnings and dividends and remain relatively constant compared to the rest of the market. “We want exposure to ‘soft’ defensives at a time when non-financial cyclicals (e.g. industrial and consumer cyclicals) are clearly expensive,” the analysts said.\nSome of the defensive characteristics of tech stocks include having the lowest levels of debt of any major sector in Europe and being able to withstand wage inflation due to having high market capitalizations and “relatively few” employees.\nThe price of tech investment is falling relative to the cost of labor, according to the analysts, who said this has led to tech becoming a “substitution” for labor. “Many tech companies facilitate cost-cutting (and the desire for corporates to cut costs rises in a slowdown),” they stated.\nStocks on its list of outperform-rated semiconductor firms that are “cheap” with “positive earnings revisions” include chip manufacturersIntel,Nvidia,STMicroelectronics and Texas Instruments.Amkor Technology, a maker of semiconductor packaging, and Dutch semiconductor equipment-maker ASML, are also on the bank’s list.\nCredit Suisse also likes semiconductor firm TSMC, saying it is “five years ahead of its rivals on advanced technology,” and Samsung, for its 37% share of the dynamic random access memory (DRAM) market, being the main component of many computers.\nAs well as listing “cheap” stocks, Credit Suisse named “wealth compounders” — those tech companies that have high returns and are priced at a discount to CFROI, or cash flow return on investment forecasts — a way of measuring a firm’s returns.\nOutperform-rated companies on the list include Microsoft, security software firms Synopsys and F5 Networks, semiconductor designer Broadcom and financial software company Intuit.\nOn telecom companies, Credit Suisse stated: “We continue to believe that 5G and superfast broadband will become nearly as essential as running water,” and picked Nokia and Ericssonas being “very cheap” relative to the market.\nThe analysts added that some of China’s tech sector “looks cheap” and said to “wait for earnings revisions to trough.” Credit Suisse picked Alibaba and Tencent as names trading at much lower valuations to their U.S. counterparts Facebook,Alphabet and Amazon.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":838322548,"gmtCreate":1629376408184,"gmtModify":1676530020113,"author":{"id":"3576623024590872","authorId":"3576623024590872","authorIdStr":"3576623024590872","name":"wongkk","avatar":"https://static.tigerbbs.com/230d83bd2a7bcaa527ddbf54e16643b3","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3576623024590872"},"htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/838322548","repostId":1152703663,"repostType":4,"repost":{"id":"1152703663","pubTimestamp":1629343423,"share":"https://ttm.financial/m/news/1152703663?lang=&edition=fundamental","pubTime":"2021-08-19 11:23","market":"hk","language":"en","title":"Credit Suisse names the ‘cheap’ tech stocks to buy right now","url":"https://stock-news.laohu8.com/highlight/detail?id=1152703663","media":"CNBC","summary":"Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, inclu","content":"<p>Analysts at&nbsp;Credit Suisse&nbsp;have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.</p>\n<p>The bank called tech stocks “soft” cyclicals, in a research note published Friday, with analysts saying that when GDP rises by 1%, investment in technology goes up by about 2%. Cyclical stocks track overall economic performance.</p>\n<p>But Credit Suisse added that tech stocks have a “defensive angle” too. Defensive stocks usually have consistent earnings and dividends and remain relatively constant compared to the rest of the market. “We want exposure to ‘soft’ defensives at a time when non-financial cyclicals (e.g. industrial and consumer cyclicals) are clearly expensive,” the analysts said.</p>\n<p>Some of the defensive characteristics of tech stocks include having the lowest levels of debt of any major sector in Europe and being able to withstand wage inflation due to having high market capitalizations and “relatively few” employees.</p>\n<p>The price of tech investment is falling relative to the cost of labor, according to the analysts, who said this has led to tech becoming a “substitution” for labor. “Many tech companies facilitate cost-cutting (and the desire for corporates to cut costs rises in a slowdown),” they stated.</p>\n<p>Stocks on its list of outperform-rated semiconductor firms that are “cheap” with “positive earnings revisions” include chip manufacturersIntel,Nvidia,STMicroelectronics&nbsp;and&nbsp;Texas Instruments.Amkor Technology, a maker of semiconductor packaging, and Dutch semiconductor equipment-maker&nbsp;ASML, are also on the bank’s list.</p>\n<p>Credit Suisse also likes semiconductor firm&nbsp;TSMC, saying it is “five years ahead of its rivals on advanced technology,” and&nbsp;Samsung, for its 37% share of the dynamic random access memory (DRAM) market, being the main component of many computers.</p>\n<p>As well as listing “cheap” stocks, Credit Suisse named “wealth compounders” — those tech companies that have high returns and are priced at a discount to CFROI, or cash flow return on investment forecasts — a way of measuring a firm’s returns.</p>\n<p>Outperform-rated companies on the list include&nbsp;Microsoft, security software firms&nbsp;Synopsys&nbsp;and&nbsp;F5 Networks, semiconductor designer&nbsp;Broadcom&nbsp;and financial software company Intuit.</p>\n<p>On telecom companies, Credit Suisse stated: “We continue to believe that 5G and superfast broadband will become nearly as essential as running water,” and picked&nbsp;Nokia&nbsp;and&nbsp;Ericssonas being “very cheap” relative to the market.</p>\n<p>The analysts added that some of China’s tech sector “looks cheap” and said to “wait for earnings revisions to trough.” Credit Suisse picked&nbsp;Alibaba&nbsp;and&nbsp;Tencent&nbsp;as names trading at much lower valuations to their U.S. counterparts&nbsp;Facebook,Alphabet&nbsp;and&nbsp;Amazon.</p>","source":"lsy1629343096352","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>Credit Suisse names the ‘cheap’ tech stocks to buy right now</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; 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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\">\nCredit Suisse names the ‘cheap’ tech stocks to buy right now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-19 11:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.\nThe bank called tech stocks “soft” cyclicals, ...</p>\n\n<a href=\"https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SSNLF":"三星电子","BABA":"阿里巴巴","ASML":"阿斯麦","INTC":"英特尔","FFIV":"F5 Inc","AMKR":"艾马克技术公司","MSFT":"微软","AVGO":"博通","NOK":"诺基亚","STM":"意法半导体","SNPS":"新思科技","TXN":"德州仪器","GOOG":"谷歌","GOOGL":"谷歌A","TSM":"台积电","00700":"腾讯控股","ERIC":"爱立信","AMZN":"亚马逊","TCEHY":"腾讯控股ADR","NVDA":"英伟达","09988":"阿里巴巴-W"},"source_url":"https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152703663","content_text":"Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.\nThe bank called tech stocks “soft” cyclicals, in a research note published Friday, with analysts saying that when GDP rises by 1%, investment in technology goes up by about 2%. Cyclical stocks track overall economic performance.\nBut Credit Suisse added that tech stocks have a “defensive angle” too. Defensive stocks usually have consistent earnings and dividends and remain relatively constant compared to the rest of the market. “We want exposure to ‘soft’ defensives at a time when non-financial cyclicals (e.g. industrial and consumer cyclicals) are clearly expensive,” the analysts said.\nSome of the defensive characteristics of tech stocks include having the lowest levels of debt of any major sector in Europe and being able to withstand wage inflation due to having high market capitalizations and “relatively few” employees.\nThe price of tech investment is falling relative to the cost of labor, according to the analysts, who said this has led to tech becoming a “substitution” for labor. “Many tech companies facilitate cost-cutting (and the desire for corporates to cut costs rises in a slowdown),” they stated.\nStocks on its list of outperform-rated semiconductor firms that are “cheap” with “positive earnings revisions” include chip manufacturersIntel,Nvidia,STMicroelectronics and Texas Instruments.Amkor Technology, a maker of semiconductor packaging, and Dutch semiconductor equipment-maker ASML, are also on the bank’s list.\nCredit Suisse also likes semiconductor firm TSMC, saying it is “five years ahead of its rivals on advanced technology,” and Samsung, for its 37% share of the dynamic random access memory (DRAM) market, being the main component of many computers.\nAs well as listing “cheap” stocks, Credit Suisse named “wealth compounders” — those tech companies that have high returns and are priced at a discount to CFROI, or cash flow return on investment forecasts — a way of measuring a firm’s returns.\nOutperform-rated companies on the list include Microsoft, security software firms Synopsys and F5 Networks, semiconductor designer Broadcom and financial software company Intuit.\nOn telecom companies, Credit Suisse stated: “We continue to believe that 5G and superfast broadband will become nearly as essential as running water,” and picked Nokia and Ericssonas being “very cheap” relative to the market.\nThe analysts added that some of China’s tech sector “looks cheap” and said to “wait for earnings revisions to trough.” Credit Suisse picked Alibaba and Tencent as names trading at much lower valuations to their U.S. counterparts Facebook,Alphabet and Amazon.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":838323265,"gmtCreate":1629376166557,"gmtModify":1676530020026,"author":{"id":"4090634070993250","authorId":"4090634070993250","authorIdStr":"4090634070993250","name":"Alan07","avatar":"https://static.tigerbbs.com/47e53387832500492128fd66d1955453","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4090634070993250"},"htmlText":"Will be even cheaper if the downtrend continues for this week….","listText":"Will be even cheaper if the downtrend continues for this week….","text":"Will be even cheaper if the downtrend continues for this week….","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/838323265","repostId":1152703663,"repostType":4,"repost":{"id":"1152703663","pubTimestamp":1629343423,"share":"https://ttm.financial/m/news/1152703663?lang=&edition=fundamental","pubTime":"2021-08-19 11:23","market":"hk","language":"en","title":"Credit Suisse names the ‘cheap’ tech stocks to buy right now","url":"https://stock-news.laohu8.com/highlight/detail?id=1152703663","media":"CNBC","summary":"Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, inclu","content":"<p>Analysts at&nbsp;Credit Suisse&nbsp;have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.</p>\n<p>The bank called tech stocks “soft” cyclicals, in a research note published Friday, with analysts saying that when GDP rises by 1%, investment in technology goes up by about 2%. Cyclical stocks track overall economic performance.</p>\n<p>But Credit Suisse added that tech stocks have a “defensive angle” too. Defensive stocks usually have consistent earnings and dividends and remain relatively constant compared to the rest of the market. “We want exposure to ‘soft’ defensives at a time when non-financial cyclicals (e.g. industrial and consumer cyclicals) are clearly expensive,” the analysts said.</p>\n<p>Some of the defensive characteristics of tech stocks include having the lowest levels of debt of any major sector in Europe and being able to withstand wage inflation due to having high market capitalizations and “relatively few” employees.</p>\n<p>The price of tech investment is falling relative to the cost of labor, according to the analysts, who said this has led to tech becoming a “substitution” for labor. “Many tech companies facilitate cost-cutting (and the desire for corporates to cut costs rises in a slowdown),” they stated.</p>\n<p>Stocks on its list of outperform-rated semiconductor firms that are “cheap” with “positive earnings revisions” include chip manufacturersIntel,Nvidia,STMicroelectronics&nbsp;and&nbsp;Texas Instruments.Amkor Technology, a maker of semiconductor packaging, and Dutch semiconductor equipment-maker&nbsp;ASML, are also on the bank’s list.</p>\n<p>Credit Suisse also likes semiconductor firm&nbsp;TSMC, saying it is “five years ahead of its rivals on advanced technology,” and&nbsp;Samsung, for its 37% share of the dynamic random access memory (DRAM) market, being the main component of many computers.</p>\n<p>As well as listing “cheap” stocks, Credit Suisse named “wealth compounders” — those tech companies that have high returns and are priced at a discount to CFROI, or cash flow return on investment forecasts — a way of measuring a firm’s returns.</p>\n<p>Outperform-rated companies on the list include&nbsp;Microsoft, security software firms&nbsp;Synopsys&nbsp;and&nbsp;F5 Networks, semiconductor designer&nbsp;Broadcom&nbsp;and financial software company Intuit.</p>\n<p>On telecom companies, Credit Suisse stated: “We continue to believe that 5G and superfast broadband will become nearly as essential as running water,” and picked&nbsp;Nokia&nbsp;and&nbsp;Ericssonas being “very cheap” relative to the market.</p>\n<p>The analysts added that some of China’s tech sector “looks cheap” and said to “wait for earnings revisions to trough.” Credit Suisse picked&nbsp;Alibaba&nbsp;and&nbsp;Tencent&nbsp;as names trading at much lower valuations to their U.S. counterparts&nbsp;Facebook,Alphabet&nbsp;and&nbsp;Amazon.</p>","source":"lsy1629343096352","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>Credit Suisse names the ‘cheap’ tech stocks to buy right now</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; 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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\">\nCredit Suisse names the ‘cheap’ tech stocks to buy right now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-19 11:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.\nThe bank called tech stocks “soft” cyclicals, ...</p>\n\n<a href=\"https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SSNLF":"三星电子","BABA":"阿里巴巴","ASML":"阿斯麦","INTC":"英特尔","FFIV":"F5 Inc","AMKR":"艾马克技术公司","MSFT":"微软","AVGO":"博通","NOK":"诺基亚","STM":"意法半导体","SNPS":"新思科技","TXN":"德州仪器","GOOG":"谷歌","GOOGL":"谷歌A","TSM":"台积电","00700":"腾讯控股","ERIC":"爱立信","AMZN":"亚马逊","TCEHY":"腾讯控股ADR","NVDA":"英伟达","09988":"阿里巴巴-W"},"source_url":"https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152703663","content_text":"Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.\nThe bank called tech stocks “soft” cyclicals, in a research note published Friday, with analysts saying that when GDP rises by 1%, investment in technology goes up by about 2%. Cyclical stocks track overall economic performance.\nBut Credit Suisse added that tech stocks have a “defensive angle” too. Defensive stocks usually have consistent earnings and dividends and remain relatively constant compared to the rest of the market. “We want exposure to ‘soft’ defensives at a time when non-financial cyclicals (e.g. industrial and consumer cyclicals) are clearly expensive,” the analysts said.\nSome of the defensive characteristics of tech stocks include having the lowest levels of debt of any major sector in Europe and being able to withstand wage inflation due to having high market capitalizations and “relatively few” employees.\nThe price of tech investment is falling relative to the cost of labor, according to the analysts, who said this has led to tech becoming a “substitution” for labor. “Many tech companies facilitate cost-cutting (and the desire for corporates to cut costs rises in a slowdown),” they stated.\nStocks on its list of outperform-rated semiconductor firms that are “cheap” with “positive earnings revisions” include chip manufacturersIntel,Nvidia,STMicroelectronics and Texas Instruments.Amkor Technology, a maker of semiconductor packaging, and Dutch semiconductor equipment-maker ASML, are also on the bank’s list.\nCredit Suisse also likes semiconductor firm TSMC, saying it is “five years ahead of its rivals on advanced technology,” and Samsung, for its 37% share of the dynamic random access memory (DRAM) market, being the main component of many computers.\nAs well as listing “cheap” stocks, Credit Suisse named “wealth compounders” — those tech companies that have high returns and are priced at a discount to CFROI, or cash flow return on investment forecasts — a way of measuring a firm’s returns.\nOutperform-rated companies on the list include Microsoft, security software firms Synopsys and F5 Networks, semiconductor designer Broadcom and financial software company Intuit.\nOn telecom companies, Credit Suisse stated: “We continue to believe that 5G and superfast broadband will become nearly as essential as running water,” and picked Nokia and Ericssonas being “very cheap” relative to the market.\nThe analysts added that some of China’s tech sector “looks cheap” and said to “wait for earnings revisions to trough.” Credit Suisse picked Alibaba and Tencent as names trading at much lower valuations to their U.S. counterparts Facebook,Alphabet and Amazon.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":838315898,"gmtCreate":1629373852014,"gmtModify":1676530019410,"author":{"id":"3586303845668227","authorId":"3586303845668227","authorIdStr":"3586303845668227","name":"StayHome","avatar":"https://static.tigerbbs.com/a2090cc80fca211990d8fc4e216f75b7","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":0,"idStr":"3586303845668227"},"htmlText":"Time to pick some stocks to buy when prices are low.&nbsp;Pls like and comment. Thanks.&nbsp;","listText":"Time to pick some stocks to buy when prices are low.&nbsp;Pls like and comment. Thanks.&nbsp;","text":"Time to pick some stocks to buy when prices are low. Pls like and comment. Thanks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/838315898","repostId":1152703663,"repostType":4,"repost":{"id":"1152703663","pubTimestamp":1629343423,"share":"https://ttm.financial/m/news/1152703663?lang=&edition=fundamental","pubTime":"2021-08-19 11:23","market":"hk","language":"en","title":"Credit Suisse names the ‘cheap’ tech stocks to buy right now","url":"https://stock-news.laohu8.com/highlight/detail?id=1152703663","media":"CNBC","summary":"Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, inclu","content":"<p>Analysts at&nbsp;Credit Suisse&nbsp;have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.</p>\n<p>The bank called tech stocks “soft” cyclicals, in a research note published Friday, with analysts saying that when GDP rises by 1%, investment in technology goes up by about 2%. Cyclical stocks track overall economic performance.</p>\n<p>But Credit Suisse added that tech stocks have a “defensive angle” too. Defensive stocks usually have consistent earnings and dividends and remain relatively constant compared to the rest of the market. “We want exposure to ‘soft’ defensives at a time when non-financial cyclicals (e.g. industrial and consumer cyclicals) are clearly expensive,” the analysts said.</p>\n<p>Some of the defensive characteristics of tech stocks include having the lowest levels of debt of any major sector in Europe and being able to withstand wage inflation due to having high market capitalizations and “relatively few” employees.</p>\n<p>The price of tech investment is falling relative to the cost of labor, according to the analysts, who said this has led to tech becoming a “substitution” for labor. “Many tech companies facilitate cost-cutting (and the desire for corporates to cut costs rises in a slowdown),” they stated.</p>\n<p>Stocks on its list of outperform-rated semiconductor firms that are “cheap” with “positive earnings revisions” include chip manufacturersIntel,Nvidia,STMicroelectronics&nbsp;and&nbsp;Texas Instruments.Amkor Technology, a maker of semiconductor packaging, and Dutch semiconductor equipment-maker&nbsp;ASML, are also on the bank’s list.</p>\n<p>Credit Suisse also likes semiconductor firm&nbsp;TSMC, saying it is “five years ahead of its rivals on advanced technology,” and&nbsp;Samsung, for its 37% share of the dynamic random access memory (DRAM) market, being the main component of many computers.</p>\n<p>As well as listing “cheap” stocks, Credit Suisse named “wealth compounders” — those tech companies that have high returns and are priced at a discount to CFROI, or cash flow return on investment forecasts — a way of measuring a firm’s returns.</p>\n<p>Outperform-rated companies on the list include&nbsp;Microsoft, security software firms&nbsp;Synopsys&nbsp;and&nbsp;F5 Networks, semiconductor designer&nbsp;Broadcom&nbsp;and financial software company Intuit.</p>\n<p>On telecom companies, Credit Suisse stated: “We continue to believe that 5G and superfast broadband will become nearly as essential as running water,” and picked&nbsp;Nokia&nbsp;and&nbsp;Ericssonas being “very cheap” relative to the market.</p>\n<p>The analysts added that some of China’s tech sector “looks cheap” and said to “wait for earnings revisions to trough.” Credit Suisse picked&nbsp;Alibaba&nbsp;and&nbsp;Tencent&nbsp;as names trading at much lower valuations to their U.S. counterparts&nbsp;Facebook,Alphabet&nbsp;and&nbsp;Amazon.</p>","source":"lsy1629343096352","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>Credit Suisse names the ‘cheap’ tech stocks to buy right now</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; 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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\">\nCredit Suisse names the ‘cheap’ tech stocks to buy right now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-19 11:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.\nThe bank called tech stocks “soft” cyclicals, ...</p>\n\n<a href=\"https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SSNLF":"三星电子","BABA":"阿里巴巴","ASML":"阿斯麦","INTC":"英特尔","FFIV":"F5 Inc","AMKR":"艾马克技术公司","MSFT":"微软","AVGO":"博通","NOK":"诺基亚","STM":"意法半导体","SNPS":"新思科技","TXN":"德州仪器","GOOG":"谷歌","GOOGL":"谷歌A","TSM":"台积电","00700":"腾讯控股","ERIC":"爱立信","AMZN":"亚马逊","TCEHY":"腾讯控股ADR","NVDA":"英伟达","09988":"阿里巴巴-W"},"source_url":"https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152703663","content_text":"Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.\nThe bank called tech stocks “soft” cyclicals, in a research note published Friday, with analysts saying that when GDP rises by 1%, investment in technology goes up by about 2%. Cyclical stocks track overall economic performance.\nBut Credit Suisse added that tech stocks have a “defensive angle” too. Defensive stocks usually have consistent earnings and dividends and remain relatively constant compared to the rest of the market. “We want exposure to ‘soft’ defensives at a time when non-financial cyclicals (e.g. industrial and consumer cyclicals) are clearly expensive,” the analysts said.\nSome of the defensive characteristics of tech stocks include having the lowest levels of debt of any major sector in Europe and being able to withstand wage inflation due to having high market capitalizations and “relatively few” employees.\nThe price of tech investment is falling relative to the cost of labor, according to the analysts, who said this has led to tech becoming a “substitution” for labor. “Many tech companies facilitate cost-cutting (and the desire for corporates to cut costs rises in a slowdown),” they stated.\nStocks on its list of outperform-rated semiconductor firms that are “cheap” with “positive earnings revisions” include chip manufacturersIntel,Nvidia,STMicroelectronics and Texas Instruments.Amkor Technology, a maker of semiconductor packaging, and Dutch semiconductor equipment-maker ASML, are also on the bank’s list.\nCredit Suisse also likes semiconductor firm TSMC, saying it is “five years ahead of its rivals on advanced technology,” and Samsung, for its 37% share of the dynamic random access memory (DRAM) market, being the main component of many computers.\nAs well as listing “cheap” stocks, Credit Suisse named “wealth compounders” — those tech companies that have high returns and are priced at a discount to CFROI, or cash flow return on investment forecasts — a way of measuring a firm’s returns.\nOutperform-rated companies on the list include Microsoft, security software firms Synopsys and F5 Networks, semiconductor designer Broadcom and financial software company Intuit.\nOn telecom companies, Credit Suisse stated: “We continue to believe that 5G and superfast broadband will become nearly as essential as running water,” and picked Nokia and Ericssonas being “very cheap” relative to the market.\nThe analysts added that some of China’s tech sector “looks cheap” and said to “wait for earnings revisions to trough.” Credit Suisse picked Alibaba and Tencent as names trading at much lower valuations to their U.S. counterparts Facebook,Alphabet and Amazon.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5586055,"gmtCreate":1629424461880,"gmtModify":1663232643035,"authorId":4090634070993250,"author":{"id":4090634070993250,"authorId":4090634070993250,"name":"Alan07","avatar":"https://static.tigerbbs.com/47e53387832500492128fd66d1955453","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":838315898,"type":1,"supId":5579298,"prevId":0,"content":"<br>\n<br>MSW my fav","text":"<br>\n<br>MSW my fav","html":"<br>\n<br>MSW my fav"},{"id":5580479,"gmtCreate":1629382336336,"gmtModify":1663232618337,"authorId":3586303845668227,"author":{"id":3586303845668227,"authorId":3586303845668227,"name":"StayHome","avatar":"https://static.tigerbbs.com/a2090cc80fca211990d8fc4e216f75b7","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-1","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Elite Trader","description":"Total number of securities or futures transactions reached 30","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.29","exceedPercentage":"60.33%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":838315898,"type":1,"supId":5579298,"prevId":0,"content":"Pick some Mao Shan Wang durian stock….","text":"Pick some Mao Shan Wang durian stock….","html":"Pick some Mao Shan Wang durian stock…."},{"id":5579298,"gmtCreate":1629376254830,"gmtModify":1663232613726,"authorId":4090634070993250,"author":{"id":4090634070993250,"authorId":4090634070993250,"name":"Alan07","avatar":"https://static.tigerbbs.com/47e53387832500492128fd66d1955453","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":838315898,"type":1,"supId":0,"prevId":0,"content":"Agreed but still strugglIng to start cherry picking now or later","text":"Agreed but still strugglIng to start cherry picking now or later","html":"Agreed but still strugglIng to start cherry picking now or later"}],"langContent":"EN"},{"id":838942973,"gmtCreate":1629369148292,"gmtModify":1676530017969,"author":{"id":"3575266857809379","authorId":"3575266857809379","authorIdStr":"3575266857809379","name":"winsolutions","avatar":"https://static.itradeup.com/news/c9e4d1da51510232decb9ac63b35ba0e","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":0,"idStr":"3575266857809379"},"htmlText":"Amazing to realise there are still cheap tech stocks around. All I kn these institutions have conflict of interest when providing info. I will take the&nbsp;One side in one side out approach.[開心]&nbsp;","listText":"Amazing to realise there are still cheap tech stocks around. All I kn these institutions have conflict of interest when providing info. I will take the&nbsp;One side in one side out approach.[開心]&nbsp;","text":"Amazing to realise there are still cheap tech stocks around. All I kn these institutions have conflict of interest when providing info. I will take the One side in one side out approach.[開心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/838942973","repostId":1152703663,"repostType":4,"repost":{"id":"1152703663","pubTimestamp":1629343423,"share":"https://ttm.financial/m/news/1152703663?lang=&edition=fundamental","pubTime":"2021-08-19 11:23","market":"hk","language":"en","title":"Credit Suisse names the ‘cheap’ tech stocks to buy right now","url":"https://stock-news.laohu8.com/highlight/detail?id=1152703663","media":"CNBC","summary":"Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, inclu","content":"<p>Analysts at&nbsp;Credit Suisse&nbsp;have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.</p>\n<p>The bank called tech stocks “soft” cyclicals, in a research note published Friday, with analysts saying that when GDP rises by 1%, investment in technology goes up by about 2%. Cyclical stocks track overall economic performance.</p>\n<p>But Credit Suisse added that tech stocks have a “defensive angle” too. Defensive stocks usually have consistent earnings and dividends and remain relatively constant compared to the rest of the market. “We want exposure to ‘soft’ defensives at a time when non-financial cyclicals (e.g. industrial and consumer cyclicals) are clearly expensive,” the analysts said.</p>\n<p>Some of the defensive characteristics of tech stocks include having the lowest levels of debt of any major sector in Europe and being able to withstand wage inflation due to having high market capitalizations and “relatively few” employees.</p>\n<p>The price of tech investment is falling relative to the cost of labor, according to the analysts, who said this has led to tech becoming a “substitution” for labor. “Many tech companies facilitate cost-cutting (and the desire for corporates to cut costs rises in a slowdown),” they stated.</p>\n<p>Stocks on its list of outperform-rated semiconductor firms that are “cheap” with “positive earnings revisions” include chip manufacturersIntel,Nvidia,STMicroelectronics&nbsp;and&nbsp;Texas Instruments.Amkor Technology, a maker of semiconductor packaging, and Dutch semiconductor equipment-maker&nbsp;ASML, are also on the bank’s list.</p>\n<p>Credit Suisse also likes semiconductor firm&nbsp;TSMC, saying it is “five years ahead of its rivals on advanced technology,” and&nbsp;Samsung, for its 37% share of the dynamic random access memory (DRAM) market, being the main component of many computers.</p>\n<p>As well as listing “cheap” stocks, Credit Suisse named “wealth compounders” — those tech companies that have high returns and are priced at a discount to CFROI, or cash flow return on investment forecasts — a way of measuring a firm’s returns.</p>\n<p>Outperform-rated companies on the list include&nbsp;Microsoft, security software firms&nbsp;Synopsys&nbsp;and&nbsp;F5 Networks, semiconductor designer&nbsp;Broadcom&nbsp;and financial software company Intuit.</p>\n<p>On telecom companies, Credit Suisse stated: “We continue to believe that 5G and superfast broadband will become nearly as essential as running water,” and picked&nbsp;Nokia&nbsp;and&nbsp;Ericssonas being “very cheap” relative to the market.</p>\n<p>The analysts added that some of China’s tech sector “looks cheap” and said to “wait for earnings revisions to trough.” Credit Suisse picked&nbsp;Alibaba&nbsp;and&nbsp;Tencent&nbsp;as names trading at much lower valuations to their U.S. counterparts&nbsp;Facebook,Alphabet&nbsp;and&nbsp;Amazon.</p>","source":"lsy1629343096352","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>Credit Suisse names the ‘cheap’ tech stocks to buy right now</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; 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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\">\nCredit Suisse names the ‘cheap’ tech stocks to buy right now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-19 11:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.\nThe bank called tech stocks “soft” cyclicals, ...</p>\n\n<a href=\"https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SSNLF":"三星电子","BABA":"阿里巴巴","ASML":"阿斯麦","INTC":"英特尔","FFIV":"F5 Inc","AMKR":"艾马克技术公司","MSFT":"微软","AVGO":"博通","NOK":"诺基亚","STM":"意法半导体","SNPS":"新思科技","TXN":"德州仪器","GOOG":"谷歌","GOOGL":"谷歌A","TSM":"台积电","00700":"腾讯控股","ERIC":"爱立信","AMZN":"亚马逊","TCEHY":"腾讯控股ADR","NVDA":"英伟达","09988":"阿里巴巴-W"},"source_url":"https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152703663","content_text":"Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.\nThe bank called tech stocks “soft” cyclicals, in a research note published Friday, with analysts saying that when GDP rises by 1%, investment in technology goes up by about 2%. Cyclical stocks track overall economic performance.\nBut Credit Suisse added that tech stocks have a “defensive angle” too. Defensive stocks usually have consistent earnings and dividends and remain relatively constant compared to the rest of the market. “We want exposure to ‘soft’ defensives at a time when non-financial cyclicals (e.g. industrial and consumer cyclicals) are clearly expensive,” the analysts said.\nSome of the defensive characteristics of tech stocks include having the lowest levels of debt of any major sector in Europe and being able to withstand wage inflation due to having high market capitalizations and “relatively few” employees.\nThe price of tech investment is falling relative to the cost of labor, according to the analysts, who said this has led to tech becoming a “substitution” for labor. “Many tech companies facilitate cost-cutting (and the desire for corporates to cut costs rises in a slowdown),” they stated.\nStocks on its list of outperform-rated semiconductor firms that are “cheap” with “positive earnings revisions” include chip manufacturersIntel,Nvidia,STMicroelectronics and Texas Instruments.Amkor Technology, a maker of semiconductor packaging, and Dutch semiconductor equipment-maker ASML, are also on the bank’s list.\nCredit Suisse also likes semiconductor firm TSMC, saying it is “five years ahead of its rivals on advanced technology,” and Samsung, for its 37% share of the dynamic random access memory (DRAM) market, being the main component of many computers.\nAs well as listing “cheap” stocks, Credit Suisse named “wealth compounders” — those tech companies that have high returns and are priced at a discount to CFROI, or cash flow return on investment forecasts — a way of measuring a firm’s returns.\nOutperform-rated companies on the list include Microsoft, security software firms Synopsys and F5 Networks, semiconductor designer Broadcom and financial software company Intuit.\nOn telecom companies, Credit Suisse stated: “We continue to believe that 5G and superfast broadband will become nearly as essential as running water,” and picked Nokia and Ericssonas being “very cheap” relative to the market.\nThe analysts added that some of China’s tech sector “looks cheap” and said to “wait for earnings revisions to trough.” Credit Suisse picked Alibaba and Tencent as names trading at much lower valuations to their U.S. counterparts Facebook,Alphabet and Amazon.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":838924054,"gmtCreate":1629367169078,"gmtModify":1676530017305,"author":{"id":"3578468158955348","authorId":"3578468158955348","authorIdStr":"3578468158955348","name":"Kel9670ong","avatar":"https://static.tigerbbs.com/bd86c42e207fbd94e7f8877a29457d71","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3578468158955348"},"htmlText":"Wait a little longer","listText":"Wait a little longer","text":"Wait a little longer","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/838924054","repostId":1152703663,"repostType":4,"repost":{"id":"1152703663","pubTimestamp":1629343423,"share":"https://ttm.financial/m/news/1152703663?lang=&edition=fundamental","pubTime":"2021-08-19 11:23","market":"hk","language":"en","title":"Credit Suisse names the ‘cheap’ tech stocks to buy right now","url":"https://stock-news.laohu8.com/highlight/detail?id=1152703663","media":"CNBC","summary":"Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, inclu","content":"<p>Analysts at&nbsp;Credit Suisse&nbsp;have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.</p>\n<p>The bank called tech stocks “soft” cyclicals, in a research note published Friday, with analysts saying that when GDP rises by 1%, investment in technology goes up by about 2%. Cyclical stocks track overall economic performance.</p>\n<p>But Credit Suisse added that tech stocks have a “defensive angle” too. Defensive stocks usually have consistent earnings and dividends and remain relatively constant compared to the rest of the market. “We want exposure to ‘soft’ defensives at a time when non-financial cyclicals (e.g. industrial and consumer cyclicals) are clearly expensive,” the analysts said.</p>\n<p>Some of the defensive characteristics of tech stocks include having the lowest levels of debt of any major sector in Europe and being able to withstand wage inflation due to having high market capitalizations and “relatively few” employees.</p>\n<p>The price of tech investment is falling relative to the cost of labor, according to the analysts, who said this has led to tech becoming a “substitution” for labor. “Many tech companies facilitate cost-cutting (and the desire for corporates to cut costs rises in a slowdown),” they stated.</p>\n<p>Stocks on its list of outperform-rated semiconductor firms that are “cheap” with “positive earnings revisions” include chip manufacturersIntel,Nvidia,STMicroelectronics&nbsp;and&nbsp;Texas Instruments.Amkor Technology, a maker of semiconductor packaging, and Dutch semiconductor equipment-maker&nbsp;ASML, are also on the bank’s list.</p>\n<p>Credit Suisse also likes semiconductor firm&nbsp;TSMC, saying it is “five years ahead of its rivals on advanced technology,” and&nbsp;Samsung, for its 37% share of the dynamic random access memory (DRAM) market, being the main component of many computers.</p>\n<p>As well as listing “cheap” stocks, Credit Suisse named “wealth compounders” — those tech companies that have high returns and are priced at a discount to CFROI, or cash flow return on investment forecasts — a way of measuring a firm’s returns.</p>\n<p>Outperform-rated companies on the list include&nbsp;Microsoft, security software firms&nbsp;Synopsys&nbsp;and&nbsp;F5 Networks, semiconductor designer&nbsp;Broadcom&nbsp;and financial software company Intuit.</p>\n<p>On telecom companies, Credit Suisse stated: “We continue to believe that 5G and superfast broadband will become nearly as essential as running water,” and picked&nbsp;Nokia&nbsp;and&nbsp;Ericssonas being “very cheap” relative to the market.</p>\n<p>The analysts added that some of China’s tech sector “looks cheap” and said to “wait for earnings revisions to trough.” Credit Suisse picked&nbsp;Alibaba&nbsp;and&nbsp;Tencent&nbsp;as names trading at much lower valuations to their U.S. counterparts&nbsp;Facebook,Alphabet&nbsp;and&nbsp;Amazon.</p>","source":"lsy1629343096352","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>Credit Suisse names the ‘cheap’ tech stocks to buy right now</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; 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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\">\nCredit Suisse names the ‘cheap’ tech stocks to buy right now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-19 11:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.\nThe bank called tech stocks “soft” cyclicals, ...</p>\n\n<a href=\"https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SSNLF":"三星电子","BABA":"阿里巴巴","ASML":"阿斯麦","INTC":"英特尔","FFIV":"F5 Inc","AMKR":"艾马克技术公司","MSFT":"微软","AVGO":"博通","NOK":"诺基亚","STM":"意法半导体","SNPS":"新思科技","TXN":"德州仪器","GOOG":"谷歌","GOOGL":"谷歌A","TSM":"台积电","00700":"腾讯控股","ERIC":"爱立信","AMZN":"亚马逊","TCEHY":"腾讯控股ADR","NVDA":"英伟达","09988":"阿里巴巴-W"},"source_url":"https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152703663","content_text":"Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.\nThe bank called tech stocks “soft” cyclicals, in a research note published Friday, with analysts saying that when GDP rises by 1%, investment in technology goes up by about 2%. Cyclical stocks track overall economic performance.\nBut Credit Suisse added that tech stocks have a “defensive angle” too. Defensive stocks usually have consistent earnings and dividends and remain relatively constant compared to the rest of the market. “We want exposure to ‘soft’ defensives at a time when non-financial cyclicals (e.g. industrial and consumer cyclicals) are clearly expensive,” the analysts said.\nSome of the defensive characteristics of tech stocks include having the lowest levels of debt of any major sector in Europe and being able to withstand wage inflation due to having high market capitalizations and “relatively few” employees.\nThe price of tech investment is falling relative to the cost of labor, according to the analysts, who said this has led to tech becoming a “substitution” for labor. “Many tech companies facilitate cost-cutting (and the desire for corporates to cut costs rises in a slowdown),” they stated.\nStocks on its list of outperform-rated semiconductor firms that are “cheap” with “positive earnings revisions” include chip manufacturersIntel,Nvidia,STMicroelectronics and Texas Instruments.Amkor Technology, a maker of semiconductor packaging, and Dutch semiconductor equipment-maker ASML, are also on the bank’s list.\nCredit Suisse also likes semiconductor firm TSMC, saying it is “five years ahead of its rivals on advanced technology,” and Samsung, for its 37% share of the dynamic random access memory (DRAM) market, being the main component of many computers.\nAs well as listing “cheap” stocks, Credit Suisse named “wealth compounders” — those tech companies that have high returns and are priced at a discount to CFROI, or cash flow return on investment forecasts — a way of measuring a firm’s returns.\nOutperform-rated companies on the list include Microsoft, security software firms Synopsys and F5 Networks, semiconductor designer Broadcom and financial software company Intuit.\nOn telecom companies, Credit Suisse stated: “We continue to believe that 5G and superfast broadband will become nearly as essential as running water,” and picked Nokia and Ericssonas being “very cheap” relative to the market.\nThe analysts added that some of China’s tech sector “looks cheap” and said to “wait for earnings revisions to trough.” Credit Suisse picked Alibaba and Tencent as names trading at much lower valuations to their U.S. counterparts Facebook,Alphabet and Amazon.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":838925319,"gmtCreate":1629367086031,"gmtModify":1676530017283,"author":{"id":"3580175323096207","authorId":"3580175323096207","authorIdStr":"3580175323096207","name":"Envyapple","avatar":"https://static.tigerbbs.com/8c4a957e7523570146ea59f23a1d963a","vip":1,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":5,"crmLevelSwitch":1,"idStr":"3580175323096207"},"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/838925319","repostId":1152703663,"repostType":4,"repost":{"id":"1152703663","pubTimestamp":1629343423,"share":"https://ttm.financial/m/news/1152703663?lang=&edition=fundamental","pubTime":"2021-08-19 11:23","market":"hk","language":"en","title":"Credit Suisse names the ‘cheap’ tech stocks to buy right now","url":"https://stock-news.laohu8.com/highlight/detail?id=1152703663","media":"CNBC","summary":"Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, inclu","content":"<p>Analysts at&nbsp;Credit Suisse&nbsp;have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.</p>\n<p>The bank called tech stocks “soft” cyclicals, in a research note published Friday, with analysts saying that when GDP rises by 1%, investment in technology goes up by about 2%. Cyclical stocks track overall economic performance.</p>\n<p>But Credit Suisse added that tech stocks have a “defensive angle” too. Defensive stocks usually have consistent earnings and dividends and remain relatively constant compared to the rest of the market. “We want exposure to ‘soft’ defensives at a time when non-financial cyclicals (e.g. industrial and consumer cyclicals) are clearly expensive,” the analysts said.</p>\n<p>Some of the defensive characteristics of tech stocks include having the lowest levels of debt of any major sector in Europe and being able to withstand wage inflation due to having high market capitalizations and “relatively few” employees.</p>\n<p>The price of tech investment is falling relative to the cost of labor, according to the analysts, who said this has led to tech becoming a “substitution” for labor. “Many tech companies facilitate cost-cutting (and the desire for corporates to cut costs rises in a slowdown),” they stated.</p>\n<p>Stocks on its list of outperform-rated semiconductor firms that are “cheap” with “positive earnings revisions” include chip manufacturersIntel,Nvidia,STMicroelectronics&nbsp;and&nbsp;Texas Instruments.Amkor Technology, a maker of semiconductor packaging, and Dutch semiconductor equipment-maker&nbsp;ASML, are also on the bank’s list.</p>\n<p>Credit Suisse also likes semiconductor firm&nbsp;TSMC, saying it is “five years ahead of its rivals on advanced technology,” and&nbsp;Samsung, for its 37% share of the dynamic random access memory (DRAM) market, being the main component of many computers.</p>\n<p>As well as listing “cheap” stocks, Credit Suisse named “wealth compounders” — those tech companies that have high returns and are priced at a discount to CFROI, or cash flow return on investment forecasts — a way of measuring a firm’s returns.</p>\n<p>Outperform-rated companies on the list include&nbsp;Microsoft, security software firms&nbsp;Synopsys&nbsp;and&nbsp;F5 Networks, semiconductor designer&nbsp;Broadcom&nbsp;and financial software company Intuit.</p>\n<p>On telecom companies, Credit Suisse stated: “We continue to believe that 5G and superfast broadband will become nearly as essential as running water,” and picked&nbsp;Nokia&nbsp;and&nbsp;Ericssonas being “very cheap” relative to the market.</p>\n<p>The analysts added that some of China’s tech sector “looks cheap” and said to “wait for earnings revisions to trough.” Credit Suisse picked&nbsp;Alibaba&nbsp;and&nbsp;Tencent&nbsp;as names trading at much lower valuations to their U.S. counterparts&nbsp;Facebook,Alphabet&nbsp;and&nbsp;Amazon.</p>","source":"lsy1629343096352","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>Credit Suisse names the ‘cheap’ tech stocks to buy right now</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; 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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\">\nCredit Suisse names the ‘cheap’ tech stocks to buy right now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-19 11:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.\nThe bank called tech stocks “soft” cyclicals, ...</p>\n\n<a href=\"https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SSNLF":"三星电子","BABA":"阿里巴巴","ASML":"阿斯麦","INTC":"英特尔","FFIV":"F5 Inc","AMKR":"艾马克技术公司","MSFT":"微软","AVGO":"博通","NOK":"诺基亚","STM":"意法半导体","SNPS":"新思科技","TXN":"德州仪器","GOOG":"谷歌","GOOGL":"谷歌A","TSM":"台积电","00700":"腾讯控股","ERIC":"爱立信","AMZN":"亚马逊","TCEHY":"腾讯控股ADR","NVDA":"英伟达","09988":"阿里巴巴-W"},"source_url":"https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152703663","content_text":"Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.\nThe bank called tech stocks “soft” cyclicals, in a research note published Friday, with analysts saying that when GDP rises by 1%, investment in technology goes up by about 2%. Cyclical stocks track overall economic performance.\nBut Credit Suisse added that tech stocks have a “defensive angle” too. Defensive stocks usually have consistent earnings and dividends and remain relatively constant compared to the rest of the market. “We want exposure to ‘soft’ defensives at a time when non-financial cyclicals (e.g. industrial and consumer cyclicals) are clearly expensive,” the analysts said.\nSome of the defensive characteristics of tech stocks include having the lowest levels of debt of any major sector in Europe and being able to withstand wage inflation due to having high market capitalizations and “relatively few” employees.\nThe price of tech investment is falling relative to the cost of labor, according to the analysts, who said this has led to tech becoming a “substitution” for labor. “Many tech companies facilitate cost-cutting (and the desire for corporates to cut costs rises in a slowdown),” they stated.\nStocks on its list of outperform-rated semiconductor firms that are “cheap” with “positive earnings revisions” include chip manufacturersIntel,Nvidia,STMicroelectronics and Texas Instruments.Amkor Technology, a maker of semiconductor packaging, and Dutch semiconductor equipment-maker ASML, are also on the bank’s list.\nCredit Suisse also likes semiconductor firm TSMC, saying it is “five years ahead of its rivals on advanced technology,” and Samsung, for its 37% share of the dynamic random access memory (DRAM) market, being the main component of many computers.\nAs well as listing “cheap” stocks, Credit Suisse named “wealth compounders” — those tech companies that have high returns and are priced at a discount to CFROI, or cash flow return on investment forecasts — a way of measuring a firm’s returns.\nOutperform-rated companies on the list include Microsoft, security software firms Synopsys and F5 Networks, semiconductor designer Broadcom and financial software company Intuit.\nOn telecom companies, Credit Suisse stated: “We continue to believe that 5G and superfast broadband will become nearly as essential as running water,” and picked Nokia and Ericssonas being “very cheap” relative to the market.\nThe analysts added that some of China’s tech sector “looks cheap” and said to “wait for earnings revisions to trough.” Credit Suisse picked Alibaba and Tencent as names trading at much lower valuations to their U.S. counterparts Facebook,Alphabet and Amazon.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":838055092,"gmtCreate":1629360973716,"gmtModify":1676530014868,"author":{"id":"4087428656158770","authorId":"4087428656158770","authorIdStr":"4087428656158770","name":"CY123","avatar":"https://community-static.tradeup.com/news/6fe7f12a3caf8525c63e1900916aba04","vip":1,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":2,"crmLevelSwitch":0,"idStr":"4087428656158770"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/838055092","repostId":1152703663,"repostType":4,"repost":{"id":"1152703663","pubTimestamp":1629343423,"share":"https://ttm.financial/m/news/1152703663?lang=&edition=fundamental","pubTime":"2021-08-19 11:23","market":"hk","language":"en","title":"Credit Suisse names the ‘cheap’ tech stocks to buy right now","url":"https://stock-news.laohu8.com/highlight/detail?id=1152703663","media":"CNBC","summary":"Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, inclu","content":"<p>Analysts at&nbsp;Credit Suisse&nbsp;have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.</p>\n<p>The bank called tech stocks “soft” cyclicals, in a research note published Friday, with analysts saying that when GDP rises by 1%, investment in technology goes up by about 2%. Cyclical stocks track overall economic performance.</p>\n<p>But Credit Suisse added that tech stocks have a “defensive angle” too. Defensive stocks usually have consistent earnings and dividends and remain relatively constant compared to the rest of the market. “We want exposure to ‘soft’ defensives at a time when non-financial cyclicals (e.g. industrial and consumer cyclicals) are clearly expensive,” the analysts said.</p>\n<p>Some of the defensive characteristics of tech stocks include having the lowest levels of debt of any major sector in Europe and being able to withstand wage inflation due to having high market capitalizations and “relatively few” employees.</p>\n<p>The price of tech investment is falling relative to the cost of labor, according to the analysts, who said this has led to tech becoming a “substitution” for labor. “Many tech companies facilitate cost-cutting (and the desire for corporates to cut costs rises in a slowdown),” they stated.</p>\n<p>Stocks on its list of outperform-rated semiconductor firms that are “cheap” with “positive earnings revisions” include chip manufacturersIntel,Nvidia,STMicroelectronics&nbsp;and&nbsp;Texas Instruments.Amkor Technology, a maker of semiconductor packaging, and Dutch semiconductor equipment-maker&nbsp;ASML, are also on the bank’s list.</p>\n<p>Credit Suisse also likes semiconductor firm&nbsp;TSMC, saying it is “five years ahead of its rivals on advanced technology,” and&nbsp;Samsung, for its 37% share of the dynamic random access memory (DRAM) market, being the main component of many computers.</p>\n<p>As well as listing “cheap” stocks, Credit Suisse named “wealth compounders” — those tech companies that have high returns and are priced at a discount to CFROI, or cash flow return on investment forecasts — a way of measuring a firm’s returns.</p>\n<p>Outperform-rated companies on the list include&nbsp;Microsoft, security software firms&nbsp;Synopsys&nbsp;and&nbsp;F5 Networks, semiconductor designer&nbsp;Broadcom&nbsp;and financial software company Intuit.</p>\n<p>On telecom companies, Credit Suisse stated: “We continue to believe that 5G and superfast broadband will become nearly as essential as running water,” and picked&nbsp;Nokia&nbsp;and&nbsp;Ericssonas being “very cheap” relative to the market.</p>\n<p>The analysts added that some of China’s tech sector “looks cheap” and said to “wait for earnings revisions to trough.” Credit Suisse picked&nbsp;Alibaba&nbsp;and&nbsp;Tencent&nbsp;as names trading at much lower valuations to their U.S. counterparts&nbsp;Facebook,Alphabet&nbsp;and&nbsp;Amazon.</p>","source":"lsy1629343096352","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>Credit Suisse names the ‘cheap’ tech stocks to buy right now</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; 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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\">\nCredit Suisse names the ‘cheap’ tech stocks to buy right now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-19 11:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.\nThe bank called tech stocks “soft” cyclicals, ...</p>\n\n<a href=\"https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SSNLF":"三星电子","BABA":"阿里巴巴","ASML":"阿斯麦","INTC":"英特尔","FFIV":"F5 Inc","AMKR":"艾马克技术公司","MSFT":"微软","AVGO":"博通","NOK":"诺基亚","STM":"意法半导体","SNPS":"新思科技","TXN":"德州仪器","GOOG":"谷歌","GOOGL":"谷歌A","TSM":"台积电","00700":"腾讯控股","ERIC":"爱立信","AMZN":"亚马逊","TCEHY":"腾讯控股ADR","NVDA":"英伟达","09988":"阿里巴巴-W"},"source_url":"https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152703663","content_text":"Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.\nThe bank called tech stocks “soft” cyclicals, in a research note published Friday, with analysts saying that when GDP rises by 1%, investment in technology goes up by about 2%. Cyclical stocks track overall economic performance.\nBut Credit Suisse added that tech stocks have a “defensive angle” too. Defensive stocks usually have consistent earnings and dividends and remain relatively constant compared to the rest of the market. “We want exposure to ‘soft’ defensives at a time when non-financial cyclicals (e.g. industrial and consumer cyclicals) are clearly expensive,” the analysts said.\nSome of the defensive characteristics of tech stocks include having the lowest levels of debt of any major sector in Europe and being able to withstand wage inflation due to having high market capitalizations and “relatively few” employees.\nThe price of tech investment is falling relative to the cost of labor, according to the analysts, who said this has led to tech becoming a “substitution” for labor. “Many tech companies facilitate cost-cutting (and the desire for corporates to cut costs rises in a slowdown),” they stated.\nStocks on its list of outperform-rated semiconductor firms that are “cheap” with “positive earnings revisions” include chip manufacturersIntel,Nvidia,STMicroelectronics and Texas Instruments.Amkor Technology, a maker of semiconductor packaging, and Dutch semiconductor equipment-maker ASML, are also on the bank’s list.\nCredit Suisse also likes semiconductor firm TSMC, saying it is “five years ahead of its rivals on advanced technology,” and Samsung, for its 37% share of the dynamic random access memory (DRAM) market, being the main component of many computers.\nAs well as listing “cheap” stocks, Credit Suisse named “wealth compounders” — those tech companies that have high returns and are priced at a discount to CFROI, or cash flow return on investment forecasts — a way of measuring a firm’s returns.\nOutperform-rated companies on the list include Microsoft, security software firms Synopsys and F5 Networks, semiconductor designer Broadcom and financial software company Intuit.\nOn telecom companies, Credit Suisse stated: “We continue to believe that 5G and superfast broadband will become nearly as essential as running water,” and picked Nokia and Ericssonas being “very cheap” relative to the market.\nThe analysts added that some of China’s tech sector “looks cheap” and said to “wait for earnings revisions to trough.” Credit Suisse picked Alibaba and Tencent as names trading at much lower valuations to their U.S. counterparts Facebook,Alphabet and Amazon.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":838051869,"gmtCreate":1629360719251,"gmtModify":1676530014798,"author":{"id":"3584863771682470","authorId":"3584863771682470","authorIdStr":"3584863771682470","name":"Mml","avatar":"https://static.tigerbbs.com/f24c9f80edf3964f1c5ee7b551e05463","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3584863771682470"},"htmlText":"Informative&nbsp;","listText":"Informative&nbsp;","text":"Informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/838051869","repostId":1152703663,"repostType":4,"repost":{"id":"1152703663","pubTimestamp":1629343423,"share":"https://ttm.financial/m/news/1152703663?lang=&edition=fundamental","pubTime":"2021-08-19 11:23","market":"hk","language":"en","title":"Credit Suisse names the ‘cheap’ tech stocks to buy right now","url":"https://stock-news.laohu8.com/highlight/detail?id=1152703663","media":"CNBC","summary":"Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, inclu","content":"<p>Analysts at&nbsp;Credit Suisse&nbsp;have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.</p>\n<p>The bank called tech stocks “soft” cyclicals, in a research note published Friday, with analysts saying that when GDP rises by 1%, investment in technology goes up by about 2%. Cyclical stocks track overall economic performance.</p>\n<p>But Credit Suisse added that tech stocks have a “defensive angle” too. Defensive stocks usually have consistent earnings and dividends and remain relatively constant compared to the rest of the market. “We want exposure to ‘soft’ defensives at a time when non-financial cyclicals (e.g. industrial and consumer cyclicals) are clearly expensive,” the analysts said.</p>\n<p>Some of the defensive characteristics of tech stocks include having the lowest levels of debt of any major sector in Europe and being able to withstand wage inflation due to having high market capitalizations and “relatively few” employees.</p>\n<p>The price of tech investment is falling relative to the cost of labor, according to the analysts, who said this has led to tech becoming a “substitution” for labor. “Many tech companies facilitate cost-cutting (and the desire for corporates to cut costs rises in a slowdown),” they stated.</p>\n<p>Stocks on its list of outperform-rated semiconductor firms that are “cheap” with “positive earnings revisions” include chip manufacturersIntel,Nvidia,STMicroelectronics&nbsp;and&nbsp;Texas Instruments.Amkor Technology, a maker of semiconductor packaging, and Dutch semiconductor equipment-maker&nbsp;ASML, are also on the bank’s list.</p>\n<p>Credit Suisse also likes semiconductor firm&nbsp;TSMC, saying it is “five years ahead of its rivals on advanced technology,” and&nbsp;Samsung, for its 37% share of the dynamic random access memory (DRAM) market, being the main component of many computers.</p>\n<p>As well as listing “cheap” stocks, Credit Suisse named “wealth compounders” — those tech companies that have high returns and are priced at a discount to CFROI, or cash flow return on investment forecasts — a way of measuring a firm’s returns.</p>\n<p>Outperform-rated companies on the list include&nbsp;Microsoft, security software firms&nbsp;Synopsys&nbsp;and&nbsp;F5 Networks, semiconductor designer&nbsp;Broadcom&nbsp;and financial software company Intuit.</p>\n<p>On telecom companies, Credit Suisse stated: “We continue to believe that 5G and superfast broadband will become nearly as essential as running water,” and picked&nbsp;Nokia&nbsp;and&nbsp;Ericssonas being “very cheap” relative to the market.</p>\n<p>The analysts added that some of China’s tech sector “looks cheap” and said to “wait for earnings revisions to trough.” Credit Suisse picked&nbsp;Alibaba&nbsp;and&nbsp;Tencent&nbsp;as names trading at much lower valuations to their U.S. counterparts&nbsp;Facebook,Alphabet&nbsp;and&nbsp;Amazon.</p>","source":"lsy1629343096352","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>Credit Suisse names the ‘cheap’ tech stocks to buy right now</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; 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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\">\nCredit Suisse names the ‘cheap’ tech stocks to buy right now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-19 11:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.\nThe bank called tech stocks “soft” cyclicals, ...</p>\n\n<a href=\"https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SSNLF":"三星电子","BABA":"阿里巴巴","ASML":"阿斯麦","INTC":"英特尔","FFIV":"F5 Inc","AMKR":"艾马克技术公司","MSFT":"微软","AVGO":"博通","NOK":"诺基亚","STM":"意法半导体","SNPS":"新思科技","TXN":"德州仪器","GOOG":"谷歌","GOOGL":"谷歌A","TSM":"台积电","00700":"腾讯控股","ERIC":"爱立信","AMZN":"亚马逊","TCEHY":"腾讯控股ADR","NVDA":"英伟达","09988":"阿里巴巴-W"},"source_url":"https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152703663","content_text":"Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.\nThe bank called tech stocks “soft” cyclicals, in a research note published Friday, with analysts saying that when GDP rises by 1%, investment in technology goes up by about 2%. Cyclical stocks track overall economic performance.\nBut Credit Suisse added that tech stocks have a “defensive angle” too. Defensive stocks usually have consistent earnings and dividends and remain relatively constant compared to the rest of the market. “We want exposure to ‘soft’ defensives at a time when non-financial cyclicals (e.g. industrial and consumer cyclicals) are clearly expensive,” the analysts said.\nSome of the defensive characteristics of tech stocks include having the lowest levels of debt of any major sector in Europe and being able to withstand wage inflation due to having high market capitalizations and “relatively few” employees.\nThe price of tech investment is falling relative to the cost of labor, according to the analysts, who said this has led to tech becoming a “substitution” for labor. “Many tech companies facilitate cost-cutting (and the desire for corporates to cut costs rises in a slowdown),” they stated.\nStocks on its list of outperform-rated semiconductor firms that are “cheap” with “positive earnings revisions” include chip manufacturersIntel,Nvidia,STMicroelectronics and Texas Instruments.Amkor Technology, a maker of semiconductor packaging, and Dutch semiconductor equipment-maker ASML, are also on the bank’s list.\nCredit Suisse also likes semiconductor firm TSMC, saying it is “five years ahead of its rivals on advanced technology,” and Samsung, for its 37% share of the dynamic random access memory (DRAM) market, being the main component of many computers.\nAs well as listing “cheap” stocks, Credit Suisse named “wealth compounders” — those tech companies that have high returns and are priced at a discount to CFROI, or cash flow return on investment forecasts — a way of measuring a firm’s returns.\nOutperform-rated companies on the list include Microsoft, security software firms Synopsys and F5 Networks, semiconductor designer Broadcom and financial software company Intuit.\nOn telecom companies, Credit Suisse stated: “We continue to believe that 5G and superfast broadband will become nearly as essential as running water,” and picked Nokia and Ericssonas being “very cheap” relative to the market.\nThe analysts added that some of China’s tech sector “looks cheap” and said to “wait for earnings revisions to trough.” Credit Suisse picked Alibaba and Tencent as names trading at much lower valuations to their U.S. counterparts Facebook,Alphabet and Amazon.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5577256,"gmtCreate":1629360736778,"gmtModify":1663232604138,"authorId":3584863771682470,"author":{"id":3584863771682470,"authorId":3584863771682470,"name":"Mml","avatar":"https://static.tigerbbs.com/f24c9f80edf3964f1c5ee7b551e05463","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":838051869,"type":1,"supId":0,"prevId":0,"content":"Pls help to like, Thks","text":"Pls help to like, Thks","html":"Pls help to like, Thks"}],"langContent":"EN"},{"id":838026970,"gmtCreate":1629360079990,"gmtModify":1676530014550,"author":{"id":"3577190611611615","authorId":"3577190611611615","authorIdStr":"3577190611611615","name":"Euginelai","avatar":"https://static.tigerbbs.com/f372cf5db2ff096891b722c46529864e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3577190611611615"},"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/838026970","repostId":1152703663,"repostType":4,"repost":{"id":"1152703663","pubTimestamp":1629343423,"share":"https://ttm.financial/m/news/1152703663?lang=&edition=fundamental","pubTime":"2021-08-19 11:23","market":"hk","language":"en","title":"Credit Suisse names the ‘cheap’ tech stocks to buy right now","url":"https://stock-news.laohu8.com/highlight/detail?id=1152703663","media":"CNBC","summary":"Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, inclu","content":"<p>Analysts at&nbsp;Credit Suisse&nbsp;have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.</p>\n<p>The bank called tech stocks “soft” cyclicals, in a research note published Friday, with analysts saying that when GDP rises by 1%, investment in technology goes up by about 2%. Cyclical stocks track overall economic performance.</p>\n<p>But Credit Suisse added that tech stocks have a “defensive angle” too. Defensive stocks usually have consistent earnings and dividends and remain relatively constant compared to the rest of the market. “We want exposure to ‘soft’ defensives at a time when non-financial cyclicals (e.g. industrial and consumer cyclicals) are clearly expensive,” the analysts said.</p>\n<p>Some of the defensive characteristics of tech stocks include having the lowest levels of debt of any major sector in Europe and being able to withstand wage inflation due to having high market capitalizations and “relatively few” employees.</p>\n<p>The price of tech investment is falling relative to the cost of labor, according to the analysts, who said this has led to tech becoming a “substitution” for labor. “Many tech companies facilitate cost-cutting (and the desire for corporates to cut costs rises in a slowdown),” they stated.</p>\n<p>Stocks on its list of outperform-rated semiconductor firms that are “cheap” with “positive earnings revisions” include chip manufacturersIntel,Nvidia,STMicroelectronics&nbsp;and&nbsp;Texas Instruments.Amkor Technology, a maker of semiconductor packaging, and Dutch semiconductor equipment-maker&nbsp;ASML, are also on the bank’s list.</p>\n<p>Credit Suisse also likes semiconductor firm&nbsp;TSMC, saying it is “five years ahead of its rivals on advanced technology,” and&nbsp;Samsung, for its 37% share of the dynamic random access memory (DRAM) market, being the main component of many computers.</p>\n<p>As well as listing “cheap” stocks, Credit Suisse named “wealth compounders” — those tech companies that have high returns and are priced at a discount to CFROI, or cash flow return on investment forecasts — a way of measuring a firm’s returns.</p>\n<p>Outperform-rated companies on the list include&nbsp;Microsoft, security software firms&nbsp;Synopsys&nbsp;and&nbsp;F5 Networks, semiconductor designer&nbsp;Broadcom&nbsp;and financial software company Intuit.</p>\n<p>On telecom companies, Credit Suisse stated: “We continue to believe that 5G and superfast broadband will become nearly as essential as running water,” and picked&nbsp;Nokia&nbsp;and&nbsp;Ericssonas being “very cheap” relative to the market.</p>\n<p>The analysts added that some of China’s tech sector “looks cheap” and said to “wait for earnings revisions to trough.” Credit Suisse picked&nbsp;Alibaba&nbsp;and&nbsp;Tencent&nbsp;as names trading at much lower valuations to their U.S. counterparts&nbsp;Facebook,Alphabet&nbsp;and&nbsp;Amazon.</p>","source":"lsy1629343096352","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>Credit Suisse names the ‘cheap’ tech stocks to buy right now</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; 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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\">\nCredit Suisse names the ‘cheap’ tech stocks to buy right now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-19 11:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.\nThe bank called tech stocks “soft” cyclicals, ...</p>\n\n<a href=\"https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SSNLF":"三星电子","BABA":"阿里巴巴","ASML":"阿斯麦","INTC":"英特尔","FFIV":"F5 Inc","AMKR":"艾马克技术公司","MSFT":"微软","AVGO":"博通","NOK":"诺基亚","STM":"意法半导体","SNPS":"新思科技","TXN":"德州仪器","GOOG":"谷歌","GOOGL":"谷歌A","TSM":"台积电","00700":"腾讯控股","ERIC":"爱立信","AMZN":"亚马逊","TCEHY":"腾讯控股ADR","NVDA":"英伟达","09988":"阿里巴巴-W"},"source_url":"https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152703663","content_text":"Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.\nThe bank called tech stocks “soft” cyclicals, in a research note published Friday, with analysts saying that when GDP rises by 1%, investment in technology goes up by about 2%. Cyclical stocks track overall economic performance.\nBut Credit Suisse added that tech stocks have a “defensive angle” too. Defensive stocks usually have consistent earnings and dividends and remain relatively constant compared to the rest of the market. “We want exposure to ‘soft’ defensives at a time when non-financial cyclicals (e.g. industrial and consumer cyclicals) are clearly expensive,” the analysts said.\nSome of the defensive characteristics of tech stocks include having the lowest levels of debt of any major sector in Europe and being able to withstand wage inflation due to having high market capitalizations and “relatively few” employees.\nThe price of tech investment is falling relative to the cost of labor, according to the analysts, who said this has led to tech becoming a “substitution” for labor. “Many tech companies facilitate cost-cutting (and the desire for corporates to cut costs rises in a slowdown),” they stated.\nStocks on its list of outperform-rated semiconductor firms that are “cheap” with “positive earnings revisions” include chip manufacturersIntel,Nvidia,STMicroelectronics and Texas Instruments.Amkor Technology, a maker of semiconductor packaging, and Dutch semiconductor equipment-maker ASML, are also on the bank’s list.\nCredit Suisse also likes semiconductor firm TSMC, saying it is “five years ahead of its rivals on advanced technology,” and Samsung, for its 37% share of the dynamic random access memory (DRAM) market, being the main component of many computers.\nAs well as listing “cheap” stocks, Credit Suisse named “wealth compounders” — those tech companies that have high returns and are priced at a discount to CFROI, or cash flow return on investment forecasts — a way of measuring a firm’s returns.\nOutperform-rated companies on the list include Microsoft, security software firms Synopsys and F5 Networks, semiconductor designer Broadcom and financial software company Intuit.\nOn telecom companies, Credit Suisse stated: “We continue to believe that 5G and superfast broadband will become nearly as essential as running water,” and picked Nokia and Ericssonas being “very cheap” relative to the market.\nThe analysts added that some of China’s tech sector “looks cheap” and said to “wait for earnings revisions to trough.” Credit Suisse picked Alibaba and Tencent as names trading at much lower valuations to their U.S. counterparts Facebook,Alphabet and Amazon.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":838021039,"gmtCreate":1629359931821,"gmtModify":1676530014508,"author":{"id":"3577973342242790","authorId":"3577973342242790","authorIdStr":"3577973342242790","name":"燃烧吧我的小宇宙","avatar":"https://static.tigerbbs.com/f355f30467c97ea6ebb736238d0d3c62","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3577973342242790"},"htmlText":"Liked","listText":"Liked","text":"Liked","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/838021039","repostId":1152703663,"repostType":4,"repost":{"id":"1152703663","pubTimestamp":1629343423,"share":"https://ttm.financial/m/news/1152703663?lang=&edition=fundamental","pubTime":"2021-08-19 11:23","market":"hk","language":"en","title":"Credit Suisse names the ‘cheap’ tech stocks to buy right now","url":"https://stock-news.laohu8.com/highlight/detail?id=1152703663","media":"CNBC","summary":"Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, inclu","content":"<p>Analysts at&nbsp;Credit Suisse&nbsp;have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.</p>\n<p>The bank called tech stocks “soft” cyclicals, in a research note published Friday, with analysts saying that when GDP rises by 1%, investment in technology goes up by about 2%. Cyclical stocks track overall economic performance.</p>\n<p>But Credit Suisse added that tech stocks have a “defensive angle” too. Defensive stocks usually have consistent earnings and dividends and remain relatively constant compared to the rest of the market. “We want exposure to ‘soft’ defensives at a time when non-financial cyclicals (e.g. industrial and consumer cyclicals) are clearly expensive,” the analysts said.</p>\n<p>Some of the defensive characteristics of tech stocks include having the lowest levels of debt of any major sector in Europe and being able to withstand wage inflation due to having high market capitalizations and “relatively few” employees.</p>\n<p>The price of tech investment is falling relative to the cost of labor, according to the analysts, who said this has led to tech becoming a “substitution” for labor. “Many tech companies facilitate cost-cutting (and the desire for corporates to cut costs rises in a slowdown),” they stated.</p>\n<p>Stocks on its list of outperform-rated semiconductor firms that are “cheap” with “positive earnings revisions” include chip manufacturersIntel,Nvidia,STMicroelectronics&nbsp;and&nbsp;Texas Instruments.Amkor Technology, a maker of semiconductor packaging, and Dutch semiconductor equipment-maker&nbsp;ASML, are also on the bank’s list.</p>\n<p>Credit Suisse also likes semiconductor firm&nbsp;TSMC, saying it is “five years ahead of its rivals on advanced technology,” and&nbsp;Samsung, for its 37% share of the dynamic random access memory (DRAM) market, being the main component of many computers.</p>\n<p>As well as listing “cheap” stocks, Credit Suisse named “wealth compounders” — those tech companies that have high returns and are priced at a discount to CFROI, or cash flow return on investment forecasts — a way of measuring a firm’s returns.</p>\n<p>Outperform-rated companies on the list include&nbsp;Microsoft, security software firms&nbsp;Synopsys&nbsp;and&nbsp;F5 Networks, semiconductor designer&nbsp;Broadcom&nbsp;and financial software company Intuit.</p>\n<p>On telecom companies, Credit Suisse stated: “We continue to believe that 5G and superfast broadband will become nearly as essential as running water,” and picked&nbsp;Nokia&nbsp;and&nbsp;Ericssonas being “very cheap” relative to the market.</p>\n<p>The analysts added that some of China’s tech sector “looks cheap” and said to “wait for earnings revisions to trough.” Credit Suisse picked&nbsp;Alibaba&nbsp;and&nbsp;Tencent&nbsp;as names trading at much lower valuations to their U.S. counterparts&nbsp;Facebook,Alphabet&nbsp;and&nbsp;Amazon.</p>","source":"lsy1629343096352","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>Credit Suisse names the ‘cheap’ tech stocks to buy right now</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; 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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\">\nCredit Suisse names the ‘cheap’ tech stocks to buy right now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-19 11:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.\nThe bank called tech stocks “soft” cyclicals, ...</p>\n\n<a href=\"https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SSNLF":"三星电子","BABA":"阿里巴巴","ASML":"阿斯麦","INTC":"英特尔","FFIV":"F5 Inc","AMKR":"艾马克技术公司","MSFT":"微软","AVGO":"博通","NOK":"诺基亚","STM":"意法半导体","SNPS":"新思科技","TXN":"德州仪器","GOOG":"谷歌","GOOGL":"谷歌A","TSM":"台积电","00700":"腾讯控股","ERIC":"爱立信","AMZN":"亚马逊","TCEHY":"腾讯控股ADR","NVDA":"英伟达","09988":"阿里巴巴-W"},"source_url":"https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152703663","content_text":"Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.\nThe bank called tech stocks “soft” cyclicals, in a research note published Friday, with analysts saying that when GDP rises by 1%, investment in technology goes up by about 2%. Cyclical stocks track overall economic performance.\nBut Credit Suisse added that tech stocks have a “defensive angle” too. Defensive stocks usually have consistent earnings and dividends and remain relatively constant compared to the rest of the market. “We want exposure to ‘soft’ defensives at a time when non-financial cyclicals (e.g. industrial and consumer cyclicals) are clearly expensive,” the analysts said.\nSome of the defensive characteristics of tech stocks include having the lowest levels of debt of any major sector in Europe and being able to withstand wage inflation due to having high market capitalizations and “relatively few” employees.\nThe price of tech investment is falling relative to the cost of labor, according to the analysts, who said this has led to tech becoming a “substitution” for labor. “Many tech companies facilitate cost-cutting (and the desire for corporates to cut costs rises in a slowdown),” they stated.\nStocks on its list of outperform-rated semiconductor firms that are “cheap” with “positive earnings revisions” include chip manufacturersIntel,Nvidia,STMicroelectronics and Texas Instruments.Amkor Technology, a maker of semiconductor packaging, and Dutch semiconductor equipment-maker ASML, are also on the bank’s list.\nCredit Suisse also likes semiconductor firm TSMC, saying it is “five years ahead of its rivals on advanced technology,” and Samsung, for its 37% share of the dynamic random access memory (DRAM) market, being the main component of many computers.\nAs well as listing “cheap” stocks, Credit Suisse named “wealth compounders” — those tech companies that have high returns and are priced at a discount to CFROI, or cash flow return on investment forecasts — a way of measuring a firm’s returns.\nOutperform-rated companies on the list include Microsoft, security software firms Synopsys and F5 Networks, semiconductor designer Broadcom and financial software company Intuit.\nOn telecom companies, Credit Suisse stated: “We continue to believe that 5G and superfast broadband will become nearly as essential as running water,” and picked Nokia and Ericssonas being “very cheap” relative to the market.\nThe analysts added that some of China’s tech sector “looks cheap” and said to “wait for earnings revisions to trough.” Credit Suisse picked Alibaba and Tencent as names trading at much lower valuations to their U.S. counterparts Facebook,Alphabet and Amazon.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5577171,"gmtCreate":1629360087781,"gmtModify":1663232603226,"authorId":3577190611611615,"author":{"id":3577190611611615,"authorId":3577190611611615,"name":"Euginelai","avatar":"https://static.tigerbbs.com/f372cf5db2ff096891b722c46529864e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":838021039,"type":1,"supId":5577160,"prevId":0,"content":"<u>ok</u>","text":"<u>ok</u>","html":"<u>ok</u>"},{"id":5577160,"gmtCreate":1629359982705,"gmtModify":1663232602943,"authorId":4087626579975990,"author":{"id":4087626579975990,"authorId":4087626579975990,"name":"Cherry16","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":838021039,"type":1,"supId":0,"prevId":0,"content":"<u>ok</u>","text":"<u>ok</u>","html":"<u>ok</u>"}],"langContent":"EN"},{"id":838023943,"gmtCreate":1629359882882,"gmtModify":1676530014479,"author":{"id":"3579759306103275","authorId":"3579759306103275","authorIdStr":"3579759306103275","name":"hpt","avatar":"https://static.tigerbbs.com/986ef7c951112f7be64cfd5d6c1672c5","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3579759306103275"},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/838023943","repostId":1152703663,"repostType":4,"repost":{"id":"1152703663","pubTimestamp":1629343423,"share":"https://ttm.financial/m/news/1152703663?lang=&edition=fundamental","pubTime":"2021-08-19 11:23","market":"hk","language":"en","title":"Credit Suisse names the ‘cheap’ tech stocks to buy right now","url":"https://stock-news.laohu8.com/highlight/detail?id=1152703663","media":"CNBC","summary":"Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, inclu","content":"<p>Analysts at&nbsp;Credit Suisse&nbsp;have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.</p>\n<p>The bank called tech stocks “soft” cyclicals, in a research note published Friday, with analysts saying that when GDP rises by 1%, investment in technology goes up by about 2%. Cyclical stocks track overall economic performance.</p>\n<p>But Credit Suisse added that tech stocks have a “defensive angle” too. Defensive stocks usually have consistent earnings and dividends and remain relatively constant compared to the rest of the market. “We want exposure to ‘soft’ defensives at a time when non-financial cyclicals (e.g. industrial and consumer cyclicals) are clearly expensive,” the analysts said.</p>\n<p>Some of the defensive characteristics of tech stocks include having the lowest levels of debt of any major sector in Europe and being able to withstand wage inflation due to having high market capitalizations and “relatively few” employees.</p>\n<p>The price of tech investment is falling relative to the cost of labor, according to the analysts, who said this has led to tech becoming a “substitution” for labor. “Many tech companies facilitate cost-cutting (and the desire for corporates to cut costs rises in a slowdown),” they stated.</p>\n<p>Stocks on its list of outperform-rated semiconductor firms that are “cheap” with “positive earnings revisions” include chip manufacturersIntel,Nvidia,STMicroelectronics&nbsp;and&nbsp;Texas Instruments.Amkor Technology, a maker of semiconductor packaging, and Dutch semiconductor equipment-maker&nbsp;ASML, are also on the bank’s list.</p>\n<p>Credit Suisse also likes semiconductor firm&nbsp;TSMC, saying it is “five years ahead of its rivals on advanced technology,” and&nbsp;Samsung, for its 37% share of the dynamic random access memory (DRAM) market, being the main component of many computers.</p>\n<p>As well as listing “cheap” stocks, Credit Suisse named “wealth compounders” — those tech companies that have high returns and are priced at a discount to CFROI, or cash flow return on investment forecasts — a way of measuring a firm’s returns.</p>\n<p>Outperform-rated companies on the list include&nbsp;Microsoft, security software firms&nbsp;Synopsys&nbsp;and&nbsp;F5 Networks, semiconductor designer&nbsp;Broadcom&nbsp;and financial software company Intuit.</p>\n<p>On telecom companies, Credit Suisse stated: “We continue to believe that 5G and superfast broadband will become nearly as essential as running water,” and picked&nbsp;Nokia&nbsp;and&nbsp;Ericssonas being “very cheap” relative to the market.</p>\n<p>The analysts added that some of China’s tech sector “looks cheap” and said to “wait for earnings revisions to trough.” Credit Suisse picked&nbsp;Alibaba&nbsp;and&nbsp;Tencent&nbsp;as names trading at much lower valuations to their U.S. counterparts&nbsp;Facebook,Alphabet&nbsp;and&nbsp;Amazon.</p>","source":"lsy1629343096352","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>Credit Suisse names the ‘cheap’ tech stocks to buy right now</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; 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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\">\nCredit Suisse names the ‘cheap’ tech stocks to buy right now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-19 11:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.\nThe bank called tech stocks “soft” cyclicals, ...</p>\n\n<a href=\"https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SSNLF":"三星电子","BABA":"阿里巴巴","ASML":"阿斯麦","INTC":"英特尔","FFIV":"F5 Inc","AMKR":"艾马克技术公司","MSFT":"微软","AVGO":"博通","NOK":"诺基亚","STM":"意法半导体","SNPS":"新思科技","TXN":"德州仪器","GOOG":"谷歌","GOOGL":"谷歌A","TSM":"台积电","00700":"腾讯控股","ERIC":"爱立信","AMZN":"亚马逊","TCEHY":"腾讯控股ADR","NVDA":"英伟达","09988":"阿里巴巴-W"},"source_url":"https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152703663","content_text":"Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.\nThe bank called tech stocks “soft” cyclicals, in a research note published Friday, with analysts saying that when GDP rises by 1%, investment in technology goes up by about 2%. Cyclical stocks track overall economic performance.\nBut Credit Suisse added that tech stocks have a “defensive angle” too. Defensive stocks usually have consistent earnings and dividends and remain relatively constant compared to the rest of the market. “We want exposure to ‘soft’ defensives at a time when non-financial cyclicals (e.g. industrial and consumer cyclicals) are clearly expensive,” the analysts said.\nSome of the defensive characteristics of tech stocks include having the lowest levels of debt of any major sector in Europe and being able to withstand wage inflation due to having high market capitalizations and “relatively few” employees.\nThe price of tech investment is falling relative to the cost of labor, according to the analysts, who said this has led to tech becoming a “substitution” for labor. “Many tech companies facilitate cost-cutting (and the desire for corporates to cut costs rises in a slowdown),” they stated.\nStocks on its list of outperform-rated semiconductor firms that are “cheap” with “positive earnings revisions” include chip manufacturersIntel,Nvidia,STMicroelectronics and Texas Instruments.Amkor Technology, a maker of semiconductor packaging, and Dutch semiconductor equipment-maker ASML, are also on the bank’s list.\nCredit Suisse also likes semiconductor firm TSMC, saying it is “five years ahead of its rivals on advanced technology,” and Samsung, for its 37% share of the dynamic random access memory (DRAM) market, being the main component of many computers.\nAs well as listing “cheap” stocks, Credit Suisse named “wealth compounders” — those tech companies that have high returns and are priced at a discount to CFROI, or cash flow return on investment forecasts — a way of measuring a firm’s returns.\nOutperform-rated companies on the list include Microsoft, security software firms Synopsys and F5 Networks, semiconductor designer Broadcom and financial software company Intuit.\nOn telecom companies, Credit Suisse stated: “We continue to believe that 5G and superfast broadband will become nearly as essential as running water,” and picked Nokia and Ericssonas being “very cheap” relative to the market.\nThe analysts added that some of China’s tech sector “looks cheap” and said to “wait for earnings revisions to trough.” Credit Suisse picked Alibaba and Tencent as names trading at much lower valuations to their U.S. counterparts Facebook,Alphabet and Amazon.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5577167,"gmtCreate":1629360026252,"gmtModify":1663232603327,"authorId":3580340700781087,"author":{"id":3580340700781087,"authorId":3580340700781087,"name":"jazzspeed","avatar":"https://community-static.tradeup.com/news/279520f8a08ed94bc72bf186dcf094e9","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":838023943,"type":1,"supId":0,"prevId":0,"content":"i likeeeee","text":"i likeeeee","html":"i likeeeee"}],"langContent":"EN"},{"id":838067651,"gmtCreate":1629359631973,"gmtModify":1676530014411,"author":{"id":"3547347450599561","authorId":"3547347450599561","authorIdStr":"3547347450599561","name":"Wanlin","avatar":"https://static.tigerbbs.com/65fdefa6dcf29500b8aa3b61f1f5d7e0","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3547347450599561"},"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/838067651","repostId":1152703663,"repostType":4,"repost":{"id":"1152703663","pubTimestamp":1629343423,"share":"https://ttm.financial/m/news/1152703663?lang=&edition=fundamental","pubTime":"2021-08-19 11:23","market":"hk","language":"en","title":"Credit Suisse names the ‘cheap’ tech stocks to buy right now","url":"https://stock-news.laohu8.com/highlight/detail?id=1152703663","media":"CNBC","summary":"Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, inclu","content":"<p>Analysts at&nbsp;Credit Suisse&nbsp;have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.</p>\n<p>The bank called tech stocks “soft” cyclicals, in a research note published Friday, with analysts saying that when GDP rises by 1%, investment in technology goes up by about 2%. Cyclical stocks track overall economic performance.</p>\n<p>But Credit Suisse added that tech stocks have a “defensive angle” too. Defensive stocks usually have consistent earnings and dividends and remain relatively constant compared to the rest of the market. “We want exposure to ‘soft’ defensives at a time when non-financial cyclicals (e.g. industrial and consumer cyclicals) are clearly expensive,” the analysts said.</p>\n<p>Some of the defensive characteristics of tech stocks include having the lowest levels of debt of any major sector in Europe and being able to withstand wage inflation due to having high market capitalizations and “relatively few” employees.</p>\n<p>The price of tech investment is falling relative to the cost of labor, according to the analysts, who said this has led to tech becoming a “substitution” for labor. “Many tech companies facilitate cost-cutting (and the desire for corporates to cut costs rises in a slowdown),” they stated.</p>\n<p>Stocks on its list of outperform-rated semiconductor firms that are “cheap” with “positive earnings revisions” include chip manufacturersIntel,Nvidia,STMicroelectronics&nbsp;and&nbsp;Texas Instruments.Amkor Technology, a maker of semiconductor packaging, and Dutch semiconductor equipment-maker&nbsp;ASML, are also on the bank’s list.</p>\n<p>Credit Suisse also likes semiconductor firm&nbsp;TSMC, saying it is “five years ahead of its rivals on advanced technology,” and&nbsp;Samsung, for its 37% share of the dynamic random access memory (DRAM) market, being the main component of many computers.</p>\n<p>As well as listing “cheap” stocks, Credit Suisse named “wealth compounders” — those tech companies that have high returns and are priced at a discount to CFROI, or cash flow return on investment forecasts — a way of measuring a firm’s returns.</p>\n<p>Outperform-rated companies on the list include&nbsp;Microsoft, security software firms&nbsp;Synopsys&nbsp;and&nbsp;F5 Networks, semiconductor designer&nbsp;Broadcom&nbsp;and financial software company Intuit.</p>\n<p>On telecom companies, Credit Suisse stated: “We continue to believe that 5G and superfast broadband will become nearly as essential as running water,” and picked&nbsp;Nokia&nbsp;and&nbsp;Ericssonas being “very cheap” relative to the market.</p>\n<p>The analysts added that some of China’s tech sector “looks cheap” and said to “wait for earnings revisions to trough.” Credit Suisse picked&nbsp;Alibaba&nbsp;and&nbsp;Tencent&nbsp;as names trading at much lower valuations to their U.S. counterparts&nbsp;Facebook,Alphabet&nbsp;and&nbsp;Amazon.</p>","source":"lsy1629343096352","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>Credit Suisse names the ‘cheap’ tech stocks to buy right now</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; 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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\">\nCredit Suisse names the ‘cheap’ tech stocks to buy right now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-19 11:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.\nThe bank called tech stocks “soft” cyclicals, ...</p>\n\n<a href=\"https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SSNLF":"三星电子","BABA":"阿里巴巴","ASML":"阿斯麦","INTC":"英特尔","FFIV":"F5 Inc","AMKR":"艾马克技术公司","MSFT":"微软","AVGO":"博通","NOK":"诺基亚","STM":"意法半导体","SNPS":"新思科技","TXN":"德州仪器","GOOG":"谷歌","GOOGL":"谷歌A","TSM":"台积电","00700":"腾讯控股","ERIC":"爱立信","AMZN":"亚马逊","TCEHY":"腾讯控股ADR","NVDA":"英伟达","09988":"阿里巴巴-W"},"source_url":"https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152703663","content_text":"Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.\nThe bank called tech stocks “soft” cyclicals, in a research note published Friday, with analysts saying that when GDP rises by 1%, investment in technology goes up by about 2%. Cyclical stocks track overall economic performance.\nBut Credit Suisse added that tech stocks have a “defensive angle” too. Defensive stocks usually have consistent earnings and dividends and remain relatively constant compared to the rest of the market. “We want exposure to ‘soft’ defensives at a time when non-financial cyclicals (e.g. industrial and consumer cyclicals) are clearly expensive,” the analysts said.\nSome of the defensive characteristics of tech stocks include having the lowest levels of debt of any major sector in Europe and being able to withstand wage inflation due to having high market capitalizations and “relatively few” employees.\nThe price of tech investment is falling relative to the cost of labor, according to the analysts, who said this has led to tech becoming a “substitution” for labor. “Many tech companies facilitate cost-cutting (and the desire for corporates to cut costs rises in a slowdown),” they stated.\nStocks on its list of outperform-rated semiconductor firms that are “cheap” with “positive earnings revisions” include chip manufacturersIntel,Nvidia,STMicroelectronics and Texas Instruments.Amkor Technology, a maker of semiconductor packaging, and Dutch semiconductor equipment-maker ASML, are also on the bank’s list.\nCredit Suisse also likes semiconductor firm TSMC, saying it is “five years ahead of its rivals on advanced technology,” and Samsung, for its 37% share of the dynamic random access memory (DRAM) market, being the main component of many computers.\nAs well as listing “cheap” stocks, Credit Suisse named “wealth compounders” — those tech companies that have high returns and are priced at a discount to CFROI, or cash flow return on investment forecasts — a way of measuring a firm’s returns.\nOutperform-rated companies on the list include Microsoft, security software firms Synopsys and F5 Networks, semiconductor designer Broadcom and financial software company Intuit.\nOn telecom companies, Credit Suisse stated: “We continue to believe that 5G and superfast broadband will become nearly as essential as running water,” and picked Nokia and Ericssonas being “very cheap” relative to the market.\nThe analysts added that some of China’s tech sector “looks cheap” and said to “wait for earnings revisions to trough.” Credit Suisse picked Alibaba and Tencent as names trading at much lower valuations to their U.S. counterparts Facebook,Alphabet and Amazon.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5577725,"gmtCreate":1629363715136,"gmtModify":1663232605730,"authorId":3563150446821026,"author":{"id":3563150446821026,"authorId":3563150446821026,"name":"Acella","avatar":"https://static.tigerbbs.com/2712c4bb0bfbec4d2773e012189db3bc","vip":1,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":838067651,"type":1,"supId":0,"prevId":0,"content":"?","text":"?","html":"?"},{"id":5577139,"gmtCreate":1629359844112,"gmtModify":1663232603130,"authorId":3577621549460373,"author":{"id":3577621549460373,"authorId":3577621549460373,"name":"Mavfurious","avatar":"https://static.tigerbbs.com/7bc7a6fdcc64246397b09b1b07dbf895","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":838067651,"type":1,"supId":5577116,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"},{"id":5577291,"gmtCreate":1629360939990,"gmtModify":1663232603127,"authorId":3563607262597606,"author":{"id":3563607262597606,"authorId":3563607262597606,"name":"Shininglight","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":838067651,"type":1,"supId":0,"prevId":0,"content":"<u>ok</u>","text":"<u>ok</u>","html":"<u>ok</u>"},{"id":5577126,"gmtCreate":1629359751167,"gmtModify":1663232602429,"authorId":3562886608344748,"author":{"id":3562886608344748,"authorId":3562886608344748,"name":"KopiLim","avatar":"https://static.tigerbbs.com/04fcef53a2e715c173a40fafa14a7fe6","vip":1,"crmLevel":6,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":838067651,"type":1,"supId":0,"prevId":0,"content":"For <u>like</u>","text":"For <u>like</u>","html":"For <u>like</u>"},{"id":5577116,"gmtCreate":1629359685148,"gmtModify":1663232602360,"authorId":3586831371389056,"author":{"id":3586831371389056,"authorId":3586831371389056,"name":"TTrade","avatar":"https://static.tigerbbs.com/7b6cfcc78c6b699734a72ed6f5035153","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":838067651,"type":1,"supId":0,"prevId":0,"content":"Oo","text":"Oo","html":"Oo"}],"langContent":"EN"},{"id":838067354,"gmtCreate":1629359610278,"gmtModify":1676530014402,"author":{"id":"4087880364655470","authorId":"4087880364655470","authorIdStr":"4087880364655470","name":"Bosser","avatar":"https://static.tigerbbs.com/d6350c9fcc6dc50699aad26c626ecf58","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4087880364655470"},"htmlText":"Really","listText":"Really","text":"Really","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/838067354","repostId":1152703663,"repostType":4,"repost":{"id":"1152703663","pubTimestamp":1629343423,"share":"https://ttm.financial/m/news/1152703663?lang=&edition=fundamental","pubTime":"2021-08-19 11:23","market":"hk","language":"en","title":"Credit Suisse names the ‘cheap’ tech stocks to buy right now","url":"https://stock-news.laohu8.com/highlight/detail?id=1152703663","media":"CNBC","summary":"Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, inclu","content":"<p>Analysts at&nbsp;Credit Suisse&nbsp;have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.</p>\n<p>The bank called tech stocks “soft” cyclicals, in a research note published Friday, with analysts saying that when GDP rises by 1%, investment in technology goes up by about 2%. Cyclical stocks track overall economic performance.</p>\n<p>But Credit Suisse added that tech stocks have a “defensive angle” too. Defensive stocks usually have consistent earnings and dividends and remain relatively constant compared to the rest of the market. “We want exposure to ‘soft’ defensives at a time when non-financial cyclicals (e.g. industrial and consumer cyclicals) are clearly expensive,” the analysts said.</p>\n<p>Some of the defensive characteristics of tech stocks include having the lowest levels of debt of any major sector in Europe and being able to withstand wage inflation due to having high market capitalizations and “relatively few” employees.</p>\n<p>The price of tech investment is falling relative to the cost of labor, according to the analysts, who said this has led to tech becoming a “substitution” for labor. “Many tech companies facilitate cost-cutting (and the desire for corporates to cut costs rises in a slowdown),” they stated.</p>\n<p>Stocks on its list of outperform-rated semiconductor firms that are “cheap” with “positive earnings revisions” include chip manufacturersIntel,Nvidia,STMicroelectronics&nbsp;and&nbsp;Texas Instruments.Amkor Technology, a maker of semiconductor packaging, and Dutch semiconductor equipment-maker&nbsp;ASML, are also on the bank’s list.</p>\n<p>Credit Suisse also likes semiconductor firm&nbsp;TSMC, saying it is “five years ahead of its rivals on advanced technology,” and&nbsp;Samsung, for its 37% share of the dynamic random access memory (DRAM) market, being the main component of many computers.</p>\n<p>As well as listing “cheap” stocks, Credit Suisse named “wealth compounders” — those tech companies that have high returns and are priced at a discount to CFROI, or cash flow return on investment forecasts — a way of measuring a firm’s returns.</p>\n<p>Outperform-rated companies on the list include&nbsp;Microsoft, security software firms&nbsp;Synopsys&nbsp;and&nbsp;F5 Networks, semiconductor designer&nbsp;Broadcom&nbsp;and financial software company Intuit.</p>\n<p>On telecom companies, Credit Suisse stated: “We continue to believe that 5G and superfast broadband will become nearly as essential as running water,” and picked&nbsp;Nokia&nbsp;and&nbsp;Ericssonas being “very cheap” relative to the market.</p>\n<p>The analysts added that some of China’s tech sector “looks cheap” and said to “wait for earnings revisions to trough.” Credit Suisse picked&nbsp;Alibaba&nbsp;and&nbsp;Tencent&nbsp;as names trading at much lower valuations to their U.S. counterparts&nbsp;Facebook,Alphabet&nbsp;and&nbsp;Amazon.</p>","source":"lsy1629343096352","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>Credit Suisse names the ‘cheap’ tech stocks to buy right now</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; 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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\">\nCredit Suisse names the ‘cheap’ tech stocks to buy right now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-19 11:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.\nThe bank called tech stocks “soft” cyclicals, ...</p>\n\n<a href=\"https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SSNLF":"三星电子","BABA":"阿里巴巴","ASML":"阿斯麦","INTC":"英特尔","FFIV":"F5 Inc","AMKR":"艾马克技术公司","MSFT":"微软","AVGO":"博通","NOK":"诺基亚","STM":"意法半导体","SNPS":"新思科技","TXN":"德州仪器","GOOG":"谷歌","GOOGL":"谷歌A","TSM":"台积电","00700":"腾讯控股","ERIC":"爱立信","AMZN":"亚马逊","TCEHY":"腾讯控股ADR","NVDA":"英伟达","09988":"阿里巴巴-W"},"source_url":"https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152703663","content_text":"Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.\nThe bank called tech stocks “soft” cyclicals, in a research note published Friday, with analysts saying that when GDP rises by 1%, investment in technology goes up by about 2%. Cyclical stocks track overall economic performance.\nBut Credit Suisse added that tech stocks have a “defensive angle” too. Defensive stocks usually have consistent earnings and dividends and remain relatively constant compared to the rest of the market. “We want exposure to ‘soft’ defensives at a time when non-financial cyclicals (e.g. industrial and consumer cyclicals) are clearly expensive,” the analysts said.\nSome of the defensive characteristics of tech stocks include having the lowest levels of debt of any major sector in Europe and being able to withstand wage inflation due to having high market capitalizations and “relatively few” employees.\nThe price of tech investment is falling relative to the cost of labor, according to the analysts, who said this has led to tech becoming a “substitution” for labor. “Many tech companies facilitate cost-cutting (and the desire for corporates to cut costs rises in a slowdown),” they stated.\nStocks on its list of outperform-rated semiconductor firms that are “cheap” with “positive earnings revisions” include chip manufacturersIntel,Nvidia,STMicroelectronics and Texas Instruments.Amkor Technology, a maker of semiconductor packaging, and Dutch semiconductor equipment-maker ASML, are also on the bank’s list.\nCredit Suisse also likes semiconductor firm TSMC, saying it is “five years ahead of its rivals on advanced technology,” and Samsung, for its 37% share of the dynamic random access memory (DRAM) market, being the main component of many computers.\nAs well as listing “cheap” stocks, Credit Suisse named “wealth compounders” — those tech companies that have high returns and are priced at a discount to CFROI, or cash flow return on investment forecasts — a way of measuring a firm’s returns.\nOutperform-rated companies on the list include Microsoft, security software firms Synopsys and F5 Networks, semiconductor designer Broadcom and financial software company Intuit.\nOn telecom companies, Credit Suisse stated: “We continue to believe that 5G and superfast broadband will become nearly as essential as running water,” and picked Nokia and Ericssonas being “very cheap” relative to the market.\nThe analysts added that some of China’s tech sector “looks cheap” and said to “wait for earnings revisions to trough.” Credit Suisse picked Alibaba and Tencent as names trading at much lower valuations to their U.S. counterparts Facebook,Alphabet and Amazon.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5577109,"gmtCreate":1629359644023,"gmtModify":1663232601457,"authorId":3547347450599561,"author":{"id":3547347450599561,"authorId":3547347450599561,"name":"Wanlin","avatar":"https://static.tigerbbs.com/65fdefa6dcf29500b8aa3b61f1f5d7e0","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":838067354,"type":1,"supId":0,"prevId":0,"content":"Like","text":"Like","html":"Like"},{"id":5577105,"gmtCreate":1629359624182,"gmtModify":1663232601028,"authorId":3580616876327884,"author":{"id":3580616876327884,"authorId":3580616876327884,"name":"Gracejul","avatar":"https://static.tigerbbs.com/4eb0939e0d9d3089392b067e791d69f3","vip":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.01","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":838067354,"type":1,"supId":0,"prevId":0,"content":"Like pls","text":"Like pls","html":"Like pls"}],"langContent":"EN"},{"id":838064455,"gmtCreate":1629359580277,"gmtModify":1676530014388,"author":{"id":"3586831371389056","authorId":"3586831371389056","authorIdStr":"3586831371389056","name":"TTrade","avatar":"https://static.tigerbbs.com/7b6cfcc78c6b699734a72ed6f5035153","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3586831371389056"},"htmlText":"A like pls.&nbsp;Have a good day.&nbsp;","listText":"A like pls.&nbsp;Have a good day.&nbsp;","text":"A like pls. Have a good day.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/838064455","repostId":1152703663,"repostType":4,"repost":{"id":"1152703663","pubTimestamp":1629343423,"share":"https://ttm.financial/m/news/1152703663?lang=&edition=fundamental","pubTime":"2021-08-19 11:23","market":"hk","language":"en","title":"Credit Suisse names the ‘cheap’ tech stocks to buy right now","url":"https://stock-news.laohu8.com/highlight/detail?id=1152703663","media":"CNBC","summary":"Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, inclu","content":"<p>Analysts at&nbsp;Credit Suisse&nbsp;have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.</p>\n<p>The bank called tech stocks “soft” cyclicals, in a research note published Friday, with analysts saying that when GDP rises by 1%, investment in technology goes up by about 2%. Cyclical stocks track overall economic performance.</p>\n<p>But Credit Suisse added that tech stocks have a “defensive angle” too. Defensive stocks usually have consistent earnings and dividends and remain relatively constant compared to the rest of the market. “We want exposure to ‘soft’ defensives at a time when non-financial cyclicals (e.g. industrial and consumer cyclicals) are clearly expensive,” the analysts said.</p>\n<p>Some of the defensive characteristics of tech stocks include having the lowest levels of debt of any major sector in Europe and being able to withstand wage inflation due to having high market capitalizations and “relatively few” employees.</p>\n<p>The price of tech investment is falling relative to the cost of labor, according to the analysts, who said this has led to tech becoming a “substitution” for labor. “Many tech companies facilitate cost-cutting (and the desire for corporates to cut costs rises in a slowdown),” they stated.</p>\n<p>Stocks on its list of outperform-rated semiconductor firms that are “cheap” with “positive earnings revisions” include chip manufacturersIntel,Nvidia,STMicroelectronics&nbsp;and&nbsp;Texas Instruments.Amkor Technology, a maker of semiconductor packaging, and Dutch semiconductor equipment-maker&nbsp;ASML, are also on the bank’s list.</p>\n<p>Credit Suisse also likes semiconductor firm&nbsp;TSMC, saying it is “five years ahead of its rivals on advanced technology,” and&nbsp;Samsung, for its 37% share of the dynamic random access memory (DRAM) market, being the main component of many computers.</p>\n<p>As well as listing “cheap” stocks, Credit Suisse named “wealth compounders” — those tech companies that have high returns and are priced at a discount to CFROI, or cash flow return on investment forecasts — a way of measuring a firm’s returns.</p>\n<p>Outperform-rated companies on the list include&nbsp;Microsoft, security software firms&nbsp;Synopsys&nbsp;and&nbsp;F5 Networks, semiconductor designer&nbsp;Broadcom&nbsp;and financial software company Intuit.</p>\n<p>On telecom companies, Credit Suisse stated: “We continue to believe that 5G and superfast broadband will become nearly as essential as running water,” and picked&nbsp;Nokia&nbsp;and&nbsp;Ericssonas being “very cheap” relative to the market.</p>\n<p>The analysts added that some of China’s tech sector “looks cheap” and said to “wait for earnings revisions to trough.” Credit Suisse picked&nbsp;Alibaba&nbsp;and&nbsp;Tencent&nbsp;as names trading at much lower valuations to their U.S. counterparts&nbsp;Facebook,Alphabet&nbsp;and&nbsp;Amazon.</p>","source":"lsy1629343096352","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>Credit Suisse names the ‘cheap’ tech stocks to buy right now</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; 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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\">\nCredit Suisse names the ‘cheap’ tech stocks to buy right now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-19 11:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.\nThe bank called tech stocks “soft” cyclicals, ...</p>\n\n<a href=\"https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SSNLF":"三星电子","BABA":"阿里巴巴","ASML":"阿斯麦","INTC":"英特尔","FFIV":"F5 Inc","AMKR":"艾马克技术公司","MSFT":"微软","AVGO":"博通","NOK":"诺基亚","STM":"意法半导体","SNPS":"新思科技","TXN":"德州仪器","GOOG":"谷歌","GOOGL":"谷歌A","TSM":"台积电","00700":"腾讯控股","ERIC":"爱立信","AMZN":"亚马逊","TCEHY":"腾讯控股ADR","NVDA":"英伟达","09988":"阿里巴巴-W"},"source_url":"https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152703663","content_text":"Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.\nThe bank called tech stocks “soft” cyclicals, in a research note published Friday, with analysts saying that when GDP rises by 1%, investment in technology goes up by about 2%. Cyclical stocks track overall economic performance.\nBut Credit Suisse added that tech stocks have a “defensive angle” too. Defensive stocks usually have consistent earnings and dividends and remain relatively constant compared to the rest of the market. “We want exposure to ‘soft’ defensives at a time when non-financial cyclicals (e.g. industrial and consumer cyclicals) are clearly expensive,” the analysts said.\nSome of the defensive characteristics of tech stocks include having the lowest levels of debt of any major sector in Europe and being able to withstand wage inflation due to having high market capitalizations and “relatively few” employees.\nThe price of tech investment is falling relative to the cost of labor, according to the analysts, who said this has led to tech becoming a “substitution” for labor. “Many tech companies facilitate cost-cutting (and the desire for corporates to cut costs rises in a slowdown),” they stated.\nStocks on its list of outperform-rated semiconductor firms that are “cheap” with “positive earnings revisions” include chip manufacturersIntel,Nvidia,STMicroelectronics and Texas Instruments.Amkor Technology, a maker of semiconductor packaging, and Dutch semiconductor equipment-maker ASML, are also on the bank’s list.\nCredit Suisse also likes semiconductor firm TSMC, saying it is “five years ahead of its rivals on advanced technology,” and Samsung, for its 37% share of the dynamic random access memory (DRAM) market, being the main component of many computers.\nAs well as listing “cheap” stocks, Credit Suisse named “wealth compounders” — those tech companies that have high returns and are priced at a discount to CFROI, or cash flow return on investment forecasts — a way of measuring a firm’s returns.\nOutperform-rated companies on the list include Microsoft, security software firms Synopsys and F5 Networks, semiconductor designer Broadcom and financial software company Intuit.\nOn telecom companies, Credit Suisse stated: “We continue to believe that 5G and superfast broadband will become nearly as essential as running water,” and picked Nokia and Ericssonas being “very cheap” relative to the market.\nThe analysts added that some of China’s tech sector “looks cheap” and said to “wait for earnings revisions to trough.” Credit Suisse picked Alibaba and Tencent as names trading at much lower valuations to their U.S. counterparts Facebook,Alphabet and Amazon.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5577104,"gmtCreate":1629359623750,"gmtModify":1663232602351,"authorId":4087880364655470,"author":{"id":4087880364655470,"authorId":4087880364655470,"name":"Bosser","avatar":"https://static.tigerbbs.com/d6350c9fcc6dc50699aad26c626ecf58","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":838064455,"type":1,"supId":0,"prevId":0,"content":"U too ","text":"U too ","html":"U too "}],"langContent":"EN"},{"id":838065716,"gmtCreate":1629359502335,"gmtModify":1676530014385,"author":{"id":"3580706487697247","authorId":"3580706487697247","authorIdStr":"3580706487697247","name":"bigninja","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3580706487697247"},"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/838065716","repostId":1152703663,"repostType":4,"repost":{"id":"1152703663","pubTimestamp":1629343423,"share":"https://ttm.financial/m/news/1152703663?lang=&edition=fundamental","pubTime":"2021-08-19 11:23","market":"hk","language":"en","title":"Credit Suisse names the ‘cheap’ tech stocks to buy right now","url":"https://stock-news.laohu8.com/highlight/detail?id=1152703663","media":"CNBC","summary":"Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, inclu","content":"<p>Analysts at&nbsp;Credit Suisse&nbsp;have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.</p>\n<p>The bank called tech stocks “soft” cyclicals, in a research note published Friday, with analysts saying that when GDP rises by 1%, investment in technology goes up by about 2%. Cyclical stocks track overall economic performance.</p>\n<p>But Credit Suisse added that tech stocks have a “defensive angle” too. Defensive stocks usually have consistent earnings and dividends and remain relatively constant compared to the rest of the market. “We want exposure to ‘soft’ defensives at a time when non-financial cyclicals (e.g. industrial and consumer cyclicals) are clearly expensive,” the analysts said.</p>\n<p>Some of the defensive characteristics of tech stocks include having the lowest levels of debt of any major sector in Europe and being able to withstand wage inflation due to having high market capitalizations and “relatively few” employees.</p>\n<p>The price of tech investment is falling relative to the cost of labor, according to the analysts, who said this has led to tech becoming a “substitution” for labor. “Many tech companies facilitate cost-cutting (and the desire for corporates to cut costs rises in a slowdown),” they stated.</p>\n<p>Stocks on its list of outperform-rated semiconductor firms that are “cheap” with “positive earnings revisions” include chip manufacturersIntel,Nvidia,STMicroelectronics&nbsp;and&nbsp;Texas Instruments.Amkor Technology, a maker of semiconductor packaging, and Dutch semiconductor equipment-maker&nbsp;ASML, are also on the bank’s list.</p>\n<p>Credit Suisse also likes semiconductor firm&nbsp;TSMC, saying it is “five years ahead of its rivals on advanced technology,” and&nbsp;Samsung, for its 37% share of the dynamic random access memory (DRAM) market, being the main component of many computers.</p>\n<p>As well as listing “cheap” stocks, Credit Suisse named “wealth compounders” — those tech companies that have high returns and are priced at a discount to CFROI, or cash flow return on investment forecasts — a way of measuring a firm’s returns.</p>\n<p>Outperform-rated companies on the list include&nbsp;Microsoft, security software firms&nbsp;Synopsys&nbsp;and&nbsp;F5 Networks, semiconductor designer&nbsp;Broadcom&nbsp;and financial software company Intuit.</p>\n<p>On telecom companies, Credit Suisse stated: “We continue to believe that 5G and superfast broadband will become nearly as essential as running water,” and picked&nbsp;Nokia&nbsp;and&nbsp;Ericssonas being “very cheap” relative to the market.</p>\n<p>The analysts added that some of China’s tech sector “looks cheap” and said to “wait for earnings revisions to trough.” Credit Suisse picked&nbsp;Alibaba&nbsp;and&nbsp;Tencent&nbsp;as names trading at much lower valuations to their U.S. counterparts&nbsp;Facebook,Alphabet&nbsp;and&nbsp;Amazon.</p>","source":"lsy1629343096352","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>Credit Suisse names the ‘cheap’ tech stocks to buy right now</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; 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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\">\nCredit Suisse names the ‘cheap’ tech stocks to buy right now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-19 11:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.\nThe bank called tech stocks “soft” cyclicals, ...</p>\n\n<a href=\"https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SSNLF":"三星电子","BABA":"阿里巴巴","ASML":"阿斯麦","INTC":"英特尔","FFIV":"F5 Inc","AMKR":"艾马克技术公司","MSFT":"微软","AVGO":"博通","NOK":"诺基亚","STM":"意法半导体","SNPS":"新思科技","TXN":"德州仪器","GOOG":"谷歌","GOOGL":"谷歌A","TSM":"台积电","00700":"腾讯控股","ERIC":"爱立信","AMZN":"亚马逊","TCEHY":"腾讯控股ADR","NVDA":"英伟达","09988":"阿里巴巴-W"},"source_url":"https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152703663","content_text":"Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.\nThe bank called tech stocks “soft” cyclicals, in a research note published Friday, with analysts saying that when GDP rises by 1%, investment in technology goes up by about 2%. Cyclical stocks track overall economic performance.\nBut Credit Suisse added that tech stocks have a “defensive angle” too. Defensive stocks usually have consistent earnings and dividends and remain relatively constant compared to the rest of the market. “We want exposure to ‘soft’ defensives at a time when non-financial cyclicals (e.g. industrial and consumer cyclicals) are clearly expensive,” the analysts said.\nSome of the defensive characteristics of tech stocks include having the lowest levels of debt of any major sector in Europe and being able to withstand wage inflation due to having high market capitalizations and “relatively few” employees.\nThe price of tech investment is falling relative to the cost of labor, according to the analysts, who said this has led to tech becoming a “substitution” for labor. “Many tech companies facilitate cost-cutting (and the desire for corporates to cut costs rises in a slowdown),” they stated.\nStocks on its list of outperform-rated semiconductor firms that are “cheap” with “positive earnings revisions” include chip manufacturersIntel,Nvidia,STMicroelectronics and Texas Instruments.Amkor Technology, a maker of semiconductor packaging, and Dutch semiconductor equipment-maker ASML, are also on the bank’s list.\nCredit Suisse also likes semiconductor firm TSMC, saying it is “five years ahead of its rivals on advanced technology,” and Samsung, for its 37% share of the dynamic random access memory (DRAM) market, being the main component of many computers.\nAs well as listing “cheap” stocks, Credit Suisse named “wealth compounders” — those tech companies that have high returns and are priced at a discount to CFROI, or cash flow return on investment forecasts — a way of measuring a firm’s returns.\nOutperform-rated companies on the list include Microsoft, security software firms Synopsys and F5 Networks, semiconductor designer Broadcom and financial software company Intuit.\nOn telecom companies, Credit Suisse stated: “We continue to believe that 5G and superfast broadband will become nearly as essential as running water,” and picked Nokia and Ericssonas being “very cheap” relative to the market.\nThe analysts added that some of China’s tech sector “looks cheap” and said to “wait for earnings revisions to trough.” Credit Suisse picked Alibaba and Tencent as names trading at much lower valuations to their U.S. counterparts Facebook,Alphabet and Amazon.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5577132,"gmtCreate":1629359781002,"gmtModify":1663232602530,"authorId":3583810443192023,"author":{"id":3583810443192023,"authorId":3583810443192023,"name":"KingPohPoh","avatar":"https://static.tigerbbs.com/dfce40ecb4c73eaf335eeb992685bc05","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":838065716,"type":1,"supId":0,"prevId":0,"content":"Bice","text":"Bice","html":"Bice"}],"langContent":"EN"},{"id":838065245,"gmtCreate":1629359458487,"gmtModify":1676530014363,"author":{"id":"3576822898262586","authorId":"3576822898262586","authorIdStr":"3576822898262586","name":"WilsonTan112","avatar":"https://static.tigerbbs.com/49d6c7786d8d875e327f815c2f6be2f9","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3576822898262586"},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/838065245","repostId":1152703663,"repostType":4,"repost":{"id":"1152703663","pubTimestamp":1629343423,"share":"https://ttm.financial/m/news/1152703663?lang=&edition=fundamental","pubTime":"2021-08-19 11:23","market":"hk","language":"en","title":"Credit Suisse names the ‘cheap’ tech stocks to buy right now","url":"https://stock-news.laohu8.com/highlight/detail?id=1152703663","media":"CNBC","summary":"Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, inclu","content":"<p>Analysts at&nbsp;Credit Suisse&nbsp;have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.</p>\n<p>The bank called tech stocks “soft” cyclicals, in a research note published Friday, with analysts saying that when GDP rises by 1%, investment in technology goes up by about 2%. Cyclical stocks track overall economic performance.</p>\n<p>But Credit Suisse added that tech stocks have a “defensive angle” too. Defensive stocks usually have consistent earnings and dividends and remain relatively constant compared to the rest of the market. “We want exposure to ‘soft’ defensives at a time when non-financial cyclicals (e.g. industrial and consumer cyclicals) are clearly expensive,” the analysts said.</p>\n<p>Some of the defensive characteristics of tech stocks include having the lowest levels of debt of any major sector in Europe and being able to withstand wage inflation due to having high market capitalizations and “relatively few” employees.</p>\n<p>The price of tech investment is falling relative to the cost of labor, according to the analysts, who said this has led to tech becoming a “substitution” for labor. “Many tech companies facilitate cost-cutting (and the desire for corporates to cut costs rises in a slowdown),” they stated.</p>\n<p>Stocks on its list of outperform-rated semiconductor firms that are “cheap” with “positive earnings revisions” include chip manufacturersIntel,Nvidia,STMicroelectronics&nbsp;and&nbsp;Texas Instruments.Amkor Technology, a maker of semiconductor packaging, and Dutch semiconductor equipment-maker&nbsp;ASML, are also on the bank’s list.</p>\n<p>Credit Suisse also likes semiconductor firm&nbsp;TSMC, saying it is “five years ahead of its rivals on advanced technology,” and&nbsp;Samsung, for its 37% share of the dynamic random access memory (DRAM) market, being the main component of many computers.</p>\n<p>As well as listing “cheap” stocks, Credit Suisse named “wealth compounders” — those tech companies that have high returns and are priced at a discount to CFROI, or cash flow return on investment forecasts — a way of measuring a firm’s returns.</p>\n<p>Outperform-rated companies on the list include&nbsp;Microsoft, security software firms&nbsp;Synopsys&nbsp;and&nbsp;F5 Networks, semiconductor designer&nbsp;Broadcom&nbsp;and financial software company Intuit.</p>\n<p>On telecom companies, Credit Suisse stated: “We continue to believe that 5G and superfast broadband will become nearly as essential as running water,” and picked&nbsp;Nokia&nbsp;and&nbsp;Ericssonas being “very cheap” relative to the market.</p>\n<p>The analysts added that some of China’s tech sector “looks cheap” and said to “wait for earnings revisions to trough.” Credit Suisse picked&nbsp;Alibaba&nbsp;and&nbsp;Tencent&nbsp;as names trading at much lower valuations to their U.S. counterparts&nbsp;Facebook,Alphabet&nbsp;and&nbsp;Amazon.</p>","source":"lsy1629343096352","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>Credit Suisse names the ‘cheap’ tech stocks to buy right now</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; 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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\">\nCredit Suisse names the ‘cheap’ tech stocks to buy right now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-19 11:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.\nThe bank called tech stocks “soft” cyclicals, ...</p>\n\n<a href=\"https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SSNLF":"三星电子","BABA":"阿里巴巴","ASML":"阿斯麦","INTC":"英特尔","FFIV":"F5 Inc","AMKR":"艾马克技术公司","MSFT":"微软","AVGO":"博通","NOK":"诺基亚","STM":"意法半导体","SNPS":"新思科技","TXN":"德州仪器","GOOG":"谷歌","GOOGL":"谷歌A","TSM":"台积电","00700":"腾讯控股","ERIC":"爱立信","AMZN":"亚马逊","TCEHY":"腾讯控股ADR","NVDA":"英伟达","09988":"阿里巴巴-W"},"source_url":"https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152703663","content_text":"Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.\nThe bank called tech stocks “soft” cyclicals, in a research note published Friday, with analysts saying that when GDP rises by 1%, investment in technology goes up by about 2%. Cyclical stocks track overall economic performance.\nBut Credit Suisse added that tech stocks have a “defensive angle” too. Defensive stocks usually have consistent earnings and dividends and remain relatively constant compared to the rest of the market. “We want exposure to ‘soft’ defensives at a time when non-financial cyclicals (e.g. industrial and consumer cyclicals) are clearly expensive,” the analysts said.\nSome of the defensive characteristics of tech stocks include having the lowest levels of debt of any major sector in Europe and being able to withstand wage inflation due to having high market capitalizations and “relatively few” employees.\nThe price of tech investment is falling relative to the cost of labor, according to the analysts, who said this has led to tech becoming a “substitution” for labor. “Many tech companies facilitate cost-cutting (and the desire for corporates to cut costs rises in a slowdown),” they stated.\nStocks on its list of outperform-rated semiconductor firms that are “cheap” with “positive earnings revisions” include chip manufacturersIntel,Nvidia,STMicroelectronics and Texas Instruments.Amkor Technology, a maker of semiconductor packaging, and Dutch semiconductor equipment-maker ASML, are also on the bank’s list.\nCredit Suisse also likes semiconductor firm TSMC, saying it is “five years ahead of its rivals on advanced technology,” and Samsung, for its 37% share of the dynamic random access memory (DRAM) market, being the main component of many computers.\nAs well as listing “cheap” stocks, Credit Suisse named “wealth compounders” — those tech companies that have high returns and are priced at a discount to CFROI, or cash flow return on investment forecasts — a way of measuring a firm’s returns.\nOutperform-rated companies on the list include Microsoft, security software firms Synopsys and F5 Networks, semiconductor designer Broadcom and financial software company Intuit.\nOn telecom companies, Credit Suisse stated: “We continue to believe that 5G and superfast broadband will become nearly as essential as running water,” and picked Nokia and Ericssonas being “very cheap” relative to the market.\nThe analysts added that some of China’s tech sector “looks cheap” and said to “wait for earnings revisions to trough.” Credit Suisse picked Alibaba and Tencent as names trading at much lower valuations to their U.S. counterparts Facebook,Alphabet and Amazon.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":838062290,"gmtCreate":1629359385910,"gmtModify":1676530014343,"author":{"id":"3575603660958830","authorId":"3575603660958830","authorIdStr":"3575603660958830","name":"LionCaleb","avatar":"https://static.tigerbbs.com/cd1f09c16d128eda9b88de93cde62337","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3575603660958830"},"htmlText":"But I no $$$.","listText":"But I no $$$.","text":"But I no $$$.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/838062290","repostId":1152703663,"repostType":4,"repost":{"id":"1152703663","pubTimestamp":1629343423,"share":"https://ttm.financial/m/news/1152703663?lang=&edition=fundamental","pubTime":"2021-08-19 11:23","market":"hk","language":"en","title":"Credit Suisse names the ‘cheap’ tech stocks to buy right now","url":"https://stock-news.laohu8.com/highlight/detail?id=1152703663","media":"CNBC","summary":"Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, inclu","content":"<p>Analysts at&nbsp;Credit Suisse&nbsp;have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.</p>\n<p>The bank called tech stocks “soft” cyclicals, in a research note published Friday, with analysts saying that when GDP rises by 1%, investment in technology goes up by about 2%. Cyclical stocks track overall economic performance.</p>\n<p>But Credit Suisse added that tech stocks have a “defensive angle” too. Defensive stocks usually have consistent earnings and dividends and remain relatively constant compared to the rest of the market. “We want exposure to ‘soft’ defensives at a time when non-financial cyclicals (e.g. industrial and consumer cyclicals) are clearly expensive,” the analysts said.</p>\n<p>Some of the defensive characteristics of tech stocks include having the lowest levels of debt of any major sector in Europe and being able to withstand wage inflation due to having high market capitalizations and “relatively few” employees.</p>\n<p>The price of tech investment is falling relative to the cost of labor, according to the analysts, who said this has led to tech becoming a “substitution” for labor. “Many tech companies facilitate cost-cutting (and the desire for corporates to cut costs rises in a slowdown),” they stated.</p>\n<p>Stocks on its list of outperform-rated semiconductor firms that are “cheap” with “positive earnings revisions” include chip manufacturersIntel,Nvidia,STMicroelectronics&nbsp;and&nbsp;Texas Instruments.Amkor Technology, a maker of semiconductor packaging, and Dutch semiconductor equipment-maker&nbsp;ASML, are also on the bank’s list.</p>\n<p>Credit Suisse also likes semiconductor firm&nbsp;TSMC, saying it is “five years ahead of its rivals on advanced technology,” and&nbsp;Samsung, for its 37% share of the dynamic random access memory (DRAM) market, being the main component of many computers.</p>\n<p>As well as listing “cheap” stocks, Credit Suisse named “wealth compounders” — those tech companies that have high returns and are priced at a discount to CFROI, or cash flow return on investment forecasts — a way of measuring a firm’s returns.</p>\n<p>Outperform-rated companies on the list include&nbsp;Microsoft, security software firms&nbsp;Synopsys&nbsp;and&nbsp;F5 Networks, semiconductor designer&nbsp;Broadcom&nbsp;and financial software company Intuit.</p>\n<p>On telecom companies, Credit Suisse stated: “We continue to believe that 5G and superfast broadband will become nearly as essential as running water,” and picked&nbsp;Nokia&nbsp;and&nbsp;Ericssonas being “very cheap” relative to the market.</p>\n<p>The analysts added that some of China’s tech sector “looks cheap” and said to “wait for earnings revisions to trough.” Credit Suisse picked&nbsp;Alibaba&nbsp;and&nbsp;Tencent&nbsp;as names trading at much lower valuations to their U.S. counterparts&nbsp;Facebook,Alphabet&nbsp;and&nbsp;Amazon.</p>","source":"lsy1629343096352","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>Credit Suisse names the ‘cheap’ tech stocks to buy right now</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; 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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\">\nCredit Suisse names the ‘cheap’ tech stocks to buy right now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-19 11:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.\nThe bank called tech stocks “soft” cyclicals, ...</p>\n\n<a href=\"https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SSNLF":"三星电子","BABA":"阿里巴巴","ASML":"阿斯麦","INTC":"英特尔","FFIV":"F5 Inc","AMKR":"艾马克技术公司","MSFT":"微软","AVGO":"博通","NOK":"诺基亚","STM":"意法半导体","SNPS":"新思科技","TXN":"德州仪器","GOOG":"谷歌","GOOGL":"谷歌A","TSM":"台积电","00700":"腾讯控股","ERIC":"爱立信","AMZN":"亚马逊","TCEHY":"腾讯控股ADR","NVDA":"英伟达","09988":"阿里巴巴-W"},"source_url":"https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152703663","content_text":"Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.\nThe bank called tech stocks “soft” cyclicals, in a research note published Friday, with analysts saying that when GDP rises by 1%, investment in technology goes up by about 2%. Cyclical stocks track overall economic performance.\nBut Credit Suisse added that tech stocks have a “defensive angle” too. Defensive stocks usually have consistent earnings and dividends and remain relatively constant compared to the rest of the market. “We want exposure to ‘soft’ defensives at a time when non-financial cyclicals (e.g. industrial and consumer cyclicals) are clearly expensive,” the analysts said.\nSome of the defensive characteristics of tech stocks include having the lowest levels of debt of any major sector in Europe and being able to withstand wage inflation due to having high market capitalizations and “relatively few” employees.\nThe price of tech investment is falling relative to the cost of labor, according to the analysts, who said this has led to tech becoming a “substitution” for labor. “Many tech companies facilitate cost-cutting (and the desire for corporates to cut costs rises in a slowdown),” they stated.\nStocks on its list of outperform-rated semiconductor firms that are “cheap” with “positive earnings revisions” include chip manufacturersIntel,Nvidia,STMicroelectronics and Texas Instruments.Amkor Technology, a maker of semiconductor packaging, and Dutch semiconductor equipment-maker ASML, are also on the bank’s list.\nCredit Suisse also likes semiconductor firm TSMC, saying it is “five years ahead of its rivals on advanced technology,” and Samsung, for its 37% share of the dynamic random access memory (DRAM) market, being the main component of many computers.\nAs well as listing “cheap” stocks, Credit Suisse named “wealth compounders” — those tech companies that have high returns and are priced at a discount to CFROI, or cash flow return on investment forecasts — a way of measuring a firm’s returns.\nOutperform-rated companies on the list include Microsoft, security software firms Synopsys and F5 Networks, semiconductor designer Broadcom and financial software company Intuit.\nOn telecom companies, Credit Suisse stated: “We continue to believe that 5G and superfast broadband will become nearly as essential as running water,” and picked Nokia and Ericssonas being “very cheap” relative to the market.\nThe analysts added that some of China’s tech sector “looks cheap” and said to “wait for earnings revisions to trough.” Credit Suisse picked Alibaba and Tencent as names trading at much lower valuations to their U.S. counterparts Facebook,Alphabet and Amazon.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":838066741,"gmtCreate":1629359322783,"gmtModify":1676530014317,"author":{"id":"3560430203469597","authorId":"3560430203469597","authorIdStr":"3560430203469597","name":"Lineeeeee","avatar":"https://static.tigerbbs.com/be273513243d1a62470cdfddf42f5f8f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3560430203469597"},"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/838066741","repostId":1152703663,"repostType":4,"repost":{"id":"1152703663","pubTimestamp":1629343423,"share":"https://ttm.financial/m/news/1152703663?lang=&edition=fundamental","pubTime":"2021-08-19 11:23","market":"hk","language":"en","title":"Credit Suisse names the ‘cheap’ tech stocks to buy right now","url":"https://stock-news.laohu8.com/highlight/detail?id=1152703663","media":"CNBC","summary":"Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, inclu","content":"<p>Analysts at&nbsp;Credit Suisse&nbsp;have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.</p>\n<p>The bank called tech stocks “soft” cyclicals, in a research note published Friday, with analysts saying that when GDP rises by 1%, investment in technology goes up by about 2%. Cyclical stocks track overall economic performance.</p>\n<p>But Credit Suisse added that tech stocks have a “defensive angle” too. Defensive stocks usually have consistent earnings and dividends and remain relatively constant compared to the rest of the market. “We want exposure to ‘soft’ defensives at a time when non-financial cyclicals (e.g. industrial and consumer cyclicals) are clearly expensive,” the analysts said.</p>\n<p>Some of the defensive characteristics of tech stocks include having the lowest levels of debt of any major sector in Europe and being able to withstand wage inflation due to having high market capitalizations and “relatively few” employees.</p>\n<p>The price of tech investment is falling relative to the cost of labor, according to the analysts, who said this has led to tech becoming a “substitution” for labor. “Many tech companies facilitate cost-cutting (and the desire for corporates to cut costs rises in a slowdown),” they stated.</p>\n<p>Stocks on its list of outperform-rated semiconductor firms that are “cheap” with “positive earnings revisions” include chip manufacturersIntel,Nvidia,STMicroelectronics&nbsp;and&nbsp;Texas Instruments.Amkor Technology, a maker of semiconductor packaging, and Dutch semiconductor equipment-maker&nbsp;ASML, are also on the bank’s list.</p>\n<p>Credit Suisse also likes semiconductor firm&nbsp;TSMC, saying it is “five years ahead of its rivals on advanced technology,” and&nbsp;Samsung, for its 37% share of the dynamic random access memory (DRAM) market, being the main component of many computers.</p>\n<p>As well as listing “cheap” stocks, Credit Suisse named “wealth compounders” — those tech companies that have high returns and are priced at a discount to CFROI, or cash flow return on investment forecasts — a way of measuring a firm’s returns.</p>\n<p>Outperform-rated companies on the list include&nbsp;Microsoft, security software firms&nbsp;Synopsys&nbsp;and&nbsp;F5 Networks, semiconductor designer&nbsp;Broadcom&nbsp;and financial software company Intuit.</p>\n<p>On telecom companies, Credit Suisse stated: “We continue to believe that 5G and superfast broadband will become nearly as essential as running water,” and picked&nbsp;Nokia&nbsp;and&nbsp;Ericssonas being “very cheap” relative to the market.</p>\n<p>The analysts added that some of China’s tech sector “looks cheap” and said to “wait for earnings revisions to trough.” Credit Suisse picked&nbsp;Alibaba&nbsp;and&nbsp;Tencent&nbsp;as names trading at much lower valuations to their U.S. counterparts&nbsp;Facebook,Alphabet&nbsp;and&nbsp;Amazon.</p>","source":"lsy1629343096352","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>Credit Suisse names the ‘cheap’ tech stocks to buy right now</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; 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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\">\nCredit Suisse names the ‘cheap’ tech stocks to buy right now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-19 11:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.\nThe bank called tech stocks “soft” cyclicals, ...</p>\n\n<a href=\"https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SSNLF":"三星电子","BABA":"阿里巴巴","ASML":"阿斯麦","INTC":"英特尔","FFIV":"F5 Inc","AMKR":"艾马克技术公司","MSFT":"微软","AVGO":"博通","NOK":"诺基亚","STM":"意法半导体","SNPS":"新思科技","TXN":"德州仪器","GOOG":"谷歌","GOOGL":"谷歌A","TSM":"台积电","00700":"腾讯控股","ERIC":"爱立信","AMZN":"亚马逊","TCEHY":"腾讯控股ADR","NVDA":"英伟达","09988":"阿里巴巴-W"},"source_url":"https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152703663","content_text":"Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.\nThe bank called tech stocks “soft” cyclicals, in a research note published Friday, with analysts saying that when GDP rises by 1%, investment in technology goes up by about 2%. Cyclical stocks track overall economic performance.\nBut Credit Suisse added that tech stocks have a “defensive angle” too. Defensive stocks usually have consistent earnings and dividends and remain relatively constant compared to the rest of the market. “We want exposure to ‘soft’ defensives at a time when non-financial cyclicals (e.g. industrial and consumer cyclicals) are clearly expensive,” the analysts said.\nSome of the defensive characteristics of tech stocks include having the lowest levels of debt of any major sector in Europe and being able to withstand wage inflation due to having high market capitalizations and “relatively few” employees.\nThe price of tech investment is falling relative to the cost of labor, according to the analysts, who said this has led to tech becoming a “substitution” for labor. “Many tech companies facilitate cost-cutting (and the desire for corporates to cut costs rises in a slowdown),” they stated.\nStocks on its list of outperform-rated semiconductor firms that are “cheap” with “positive earnings revisions” include chip manufacturersIntel,Nvidia,STMicroelectronics and Texas Instruments.Amkor Technology, a maker of semiconductor packaging, and Dutch semiconductor equipment-maker ASML, are also on the bank’s list.\nCredit Suisse also likes semiconductor firm TSMC, saying it is “five years ahead of its rivals on advanced technology,” and Samsung, for its 37% share of the dynamic random access memory (DRAM) market, being the main component of many computers.\nAs well as listing “cheap” stocks, Credit Suisse named “wealth compounders” — those tech companies that have high returns and are priced at a discount to CFROI, or cash flow return on investment forecasts — a way of measuring a firm’s returns.\nOutperform-rated companies on the list include Microsoft, security software firms Synopsys and F5 Networks, semiconductor designer Broadcom and financial software company Intuit.\nOn telecom companies, Credit Suisse stated: “We continue to believe that 5G and superfast broadband will become nearly as essential as running water,” and picked Nokia and Ericssonas being “very cheap” relative to the market.\nThe analysts added that some of China’s tech sector “looks cheap” and said to “wait for earnings revisions to trough.” Credit Suisse picked Alibaba and Tencent as names trading at much lower valuations to their U.S. counterparts Facebook,Alphabet and Amazon.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":838066696,"gmtCreate":1629359304615,"gmtModify":1676530014309,"author":{"id":"3585789495202228","authorId":"3585789495202228","authorIdStr":"3585789495202228","name":"poworb","avatar":"https://static.tigerbbs.com/a0c7f322470251fc4ca32b11d191c166","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3585789495202228"},"htmlText":"T","listText":"T","text":"T","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/838066696","repostId":1152703663,"repostType":4,"repost":{"id":"1152703663","pubTimestamp":1629343423,"share":"https://ttm.financial/m/news/1152703663?lang=&edition=fundamental","pubTime":"2021-08-19 11:23","market":"hk","language":"en","title":"Credit Suisse names the ‘cheap’ tech stocks to buy right now","url":"https://stock-news.laohu8.com/highlight/detail?id=1152703663","media":"CNBC","summary":"Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, inclu","content":"<p>Analysts at&nbsp;Credit Suisse&nbsp;have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.</p>\n<p>The bank called tech stocks “soft” cyclicals, in a research note published Friday, with analysts saying that when GDP rises by 1%, investment in technology goes up by about 2%. Cyclical stocks track overall economic performance.</p>\n<p>But Credit Suisse added that tech stocks have a “defensive angle” too. Defensive stocks usually have consistent earnings and dividends and remain relatively constant compared to the rest of the market. “We want exposure to ‘soft’ defensives at a time when non-financial cyclicals (e.g. industrial and consumer cyclicals) are clearly expensive,” the analysts said.</p>\n<p>Some of the defensive characteristics of tech stocks include having the lowest levels of debt of any major sector in Europe and being able to withstand wage inflation due to having high market capitalizations and “relatively few” employees.</p>\n<p>The price of tech investment is falling relative to the cost of labor, according to the analysts, who said this has led to tech becoming a “substitution” for labor. “Many tech companies facilitate cost-cutting (and the desire for corporates to cut costs rises in a slowdown),” they stated.</p>\n<p>Stocks on its list of outperform-rated semiconductor firms that are “cheap” with “positive earnings revisions” include chip manufacturersIntel,Nvidia,STMicroelectronics&nbsp;and&nbsp;Texas Instruments.Amkor Technology, a maker of semiconductor packaging, and Dutch semiconductor equipment-maker&nbsp;ASML, are also on the bank’s list.</p>\n<p>Credit Suisse also likes semiconductor firm&nbsp;TSMC, saying it is “five years ahead of its rivals on advanced technology,” and&nbsp;Samsung, for its 37% share of the dynamic random access memory (DRAM) market, being the main component of many computers.</p>\n<p>As well as listing “cheap” stocks, Credit Suisse named “wealth compounders” — those tech companies that have high returns and are priced at a discount to CFROI, or cash flow return on investment forecasts — a way of measuring a firm’s returns.</p>\n<p>Outperform-rated companies on the list include&nbsp;Microsoft, security software firms&nbsp;Synopsys&nbsp;and&nbsp;F5 Networks, semiconductor designer&nbsp;Broadcom&nbsp;and financial software company Intuit.</p>\n<p>On telecom companies, Credit Suisse stated: “We continue to believe that 5G and superfast broadband will become nearly as essential as running water,” and picked&nbsp;Nokia&nbsp;and&nbsp;Ericssonas being “very cheap” relative to the market.</p>\n<p>The analysts added that some of China’s tech sector “looks cheap” and said to “wait for earnings revisions to trough.” Credit Suisse picked&nbsp;Alibaba&nbsp;and&nbsp;Tencent&nbsp;as names trading at much lower valuations to their U.S. counterparts&nbsp;Facebook,Alphabet&nbsp;and&nbsp;Amazon.</p>","source":"lsy1629343096352","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nCredit Suisse names the ‘cheap’ tech stocks to buy right now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-19 11:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.\nThe bank called tech stocks “soft” cyclicals, ...</p>\n\n<a href=\"https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SSNLF":"三星电子","BABA":"阿里巴巴","ASML":"阿斯麦","INTC":"英特尔","FFIV":"F5 Inc","AMKR":"艾马克技术公司","MSFT":"微软","AVGO":"博通","NOK":"诺基亚","STM":"意法半导体","SNPS":"新思科技","TXN":"德州仪器","GOOG":"谷歌","GOOGL":"谷歌A","TSM":"台积电","00700":"腾讯控股","ERIC":"爱立信","AMZN":"亚马逊","TCEHY":"腾讯控股ADR","NVDA":"英伟达","09988":"阿里巴巴-W"},"source_url":"https://www.cnbc.com/2021/08/19/credit-suisse-names-the-cheap-tech-stocks-to-buy-right-now.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152703663","content_text":"Analysts at Credit Suisse have picked “cheap” tech stocks they say are set to beat the market, including a range of semiconductor and telecoms companies.\nThe bank called tech stocks “soft” cyclicals, in a research note published Friday, with analysts saying that when GDP rises by 1%, investment in technology goes up by about 2%. Cyclical stocks track overall economic performance.\nBut Credit Suisse added that tech stocks have a “defensive angle” too. Defensive stocks usually have consistent earnings and dividends and remain relatively constant compared to the rest of the market. “We want exposure to ‘soft’ defensives at a time when non-financial cyclicals (e.g. industrial and consumer cyclicals) are clearly expensive,” the analysts said.\nSome of the defensive characteristics of tech stocks include having the lowest levels of debt of any major sector in Europe and being able to withstand wage inflation due to having high market capitalizations and “relatively few” employees.\nThe price of tech investment is falling relative to the cost of labor, according to the analysts, who said this has led to tech becoming a “substitution” for labor. “Many tech companies facilitate cost-cutting (and the desire for corporates to cut costs rises in a slowdown),” they stated.\nStocks on its list of outperform-rated semiconductor firms that are “cheap” with “positive earnings revisions” include chip manufacturersIntel,Nvidia,STMicroelectronics and Texas Instruments.Amkor Technology, a maker of semiconductor packaging, and Dutch semiconductor equipment-maker ASML, are also on the bank’s list.\nCredit Suisse also likes semiconductor firm TSMC, saying it is “five years ahead of its rivals on advanced technology,” and Samsung, for its 37% share of the dynamic random access memory (DRAM) market, being the main component of many computers.\nAs well as listing “cheap” stocks, Credit Suisse named “wealth compounders” — those tech companies that have high returns and are priced at a discount to CFROI, or cash flow return on investment forecasts — a way of measuring a firm’s returns.\nOutperform-rated companies on the list include Microsoft, security software firms Synopsys and F5 Networks, semiconductor designer Broadcom and financial software company Intuit.\nOn telecom companies, Credit Suisse stated: “We continue to believe that 5G and superfast broadband will become nearly as essential as running water,” and picked Nokia and Ericssonas being “very cheap” relative to the market.\nThe analysts added that some of China’s tech sector “looks cheap” and said to “wait for earnings revisions to trough.” Credit Suisse picked Alibaba and Tencent as names trading at much lower valuations to their U.S. counterparts Facebook,Alphabet and Amazon.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5577071,"gmtCreate":1629359348221,"gmtModify":1663232602545,"authorId":3560430203469597,"author":{"id":3560430203469597,"authorId":3560430203469597,"name":"Lineeeeee","avatar":"https://static.tigerbbs.com/be273513243d1a62470cdfddf42f5f8f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":838066696,"type":1,"supId":0,"prevId":0,"content":"Buy","text":"Buy","html":"Buy"},{"id":5577069,"gmtCreate":1629359343458,"gmtModify":1663232600854,"authorId":3585789495202228,"author":{"id":3585789495202228,"authorId":3585789495202228,"name":"poworb","avatar":"https://static.tigerbbs.com/a0c7f322470251fc4ca32b11d191c166","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":838066696,"type":1,"supId":0,"prevId":0,"content":"<u>y</u>","text":"<u>y</u>","html":"<u>y</u>"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":461,"commentSize":158,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false}}