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Technology Stocks : Semi Equipment Analysis
SOXX 306.55+0.4%Oct 31 5:00 PM EST
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From: Sam2/15/2024 9:34:12 AM
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China Chip Stocks Look Like Long-Term Winners to Wall Street



Ian King and Jeanny Yu
Thu, Feb 15, 2024, 8:23 AM EST4 min read

(Bloomberg) -- While many on Wall Street are going to great lengths to avoid Chinese stocks, some analysts are telling clients to consider local chip companies. The caveat: it might take a while to see the benefits.

Most Read from Bloomberg



That’s the view of Wall Street firms including Barclays and Sanford C. Bernstein, with the latter pointing to chip companies such as Naura Technology Group Co. and Hygon Information Technology Co. as names that may one day be as well known as US counterparts like Applied Materials Inc. and Advanced Micro Devices Inc.

The reasoning is simple: US efforts to curb access to cutting-edge semiconductor tech will supercharge the development of China’s domestic chip industry as a matter of survival and create big opportunities for local companies, whose investments will pay off in years to come.

“This is an industry that’s full of investment opportunities for early investors to identify the ultimate survivors in the market,” said Sun Jianbo, president of China Vision Capital. “As more resources are invested in this industry, some home-grown companies will thrive.”

It may seem like a steep prospect given some $6.5 trillion of market value has been wiped out in Chinese and Hong Kong equity markets since Feb. 2021, as concerns over the feeble economy and rising geopolitical tensions shake confidence in the outlook for Chinese stocks.

continues at China Chip Stocks Look Like Long-Term Winners to Wall Street (yahoo.com)

[To me, this sounds like some of things I recall reading about and from Softbank in its heyday.]
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