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2021-05-21
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Today's Tech Sell-Off: Where to Invest $5,000 for the Next 5 Years<blockquote>当今的科技抛售：未来 5 年在哪里投资 5,000 美元</blockquote>
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Thanks","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":9,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/130284176","repostId":1114639105,"repostType":4,"repost":{"id":"1114639105","kind":"news","pubTimestamp":1621524985,"share":"https://www.laohunote.com/m/news/1114639105?lang=zh_CN&edition=full","pubTime":"2021-05-20 23:36","market":"us","language":"en","title":"Today's Tech Sell-Off: Where to Invest $5,000 for the Next 5 Years<blockquote>当今的科技抛售：未来 5 年在哪里投资 5,000 美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1114639105","media":"Motley Fool","summary":"These tech giants might multiply your $5,000 investment substantially in the coming years.The Nasdaq-100 Technology Sector index has retreated more than 7% in the past month, bringing down the valuations of some fast-growing names in tech that were considered overvalued earlier. But one shouldn't forget that this same index has jumped more than 240% in the past five years, which means that a $5,000 investment in the index would be worth $17,000 now.Advanced Micro Devices stock has done even bet","content":"<p>These tech giants might multiply your $5,000 investment substantially in the coming years.</p><p><blockquote>这些科技巨头可能会在未来几年大幅增加你5000美元的投资。</blockquote></p><p> The <b>Nasdaq-100 Technology Sector</b> index has retreated more than 7% in the past month, bringing down the valuations of some fast-growing names in tech that were considered overvalued earlier. But one shouldn't forget that this same index has jumped more than 240% in the past five years, which means that a $5,000 investment in the index would be worth $17,000 now.</p><p><blockquote>这个<b>纳斯达克-100技术板块</b>过去一个月，该指数下跌了 7% 以上，降低了一些此前被认为被高估的快速增长的科技股的估值。但人们不应该忘记，这个指数在过去五年中上涨了 240% 以上，这意味着投资该指数 5,000 美元现在价值 17,000 美元。</blockquote></p><p> <b>Advanced Micro Devices</b> (NASDAQ:AMD) stock has done even better over five years, rising over 1,850% and turning $5,000 into nearly $100,000. Rival graphics card specialist <b>NVIDIA</b>(NASDAQ:NVDA)has soared over 1,200% over a similar period. Both stocks have pulled back thanks to the tech sell-off, but these two stocks could deliver outsized gains over the next five years as well, thanks to the catalysts they are sitting on. Let's find out why.</p><p><blockquote><b>先进微器件</b>（纳斯达克股票代码：AMD）股票五年来表现更好，上涨超过 1,850%，从 5,000 美元涨至近 100,000 美元。竞争对手显卡专家<b>英伟达</b>（纳斯达克股票代码：NVDA）同期飙升超过 1,200%。由于科技股的抛售，这两只股票都有所回落，但由于它们所拥有的催化剂，这两只股票也可能在未来五年内带来巨大的涨幅。让我们找出原因。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45c65cfc8b2918e175d465448db6ae7c\" tg-width=\"2000\" tg-height=\"1427\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>1. Advanced Micro Devices</b></p><p><blockquote><b>1.先进的微器件</b></blockquote></p><p> AMD's fortunes have changed big time over the past five years. A competitive product lineup has allowed it to take market share away from <b>Intel</b> (NASDAQ:INTC) in the x86 processor market, a trend that's expected to continue in the next five years.</p><p><blockquote>在过去的五年里，AMD的命运发生了巨大变化。具有竞争力的产品线使其能够从<b>英特尔</b>（纳斯达克股票代码：INTC）在 x86 处理器市场，这一趋势预计将在未来五年内持续下去。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c49fb00a03d9fc043669c6253b537fc8\" tg-width=\"720\" tg-height=\"387\"><span>AMD DATA BY YCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS提供的AMD数据</span></p></blockquote></p><p> AMD has made solid progress in the PC market through its Ryzen CPUs (central processing units) and Radeon GPUs (graphics processing units). According to the latest data from Steam Hardware Survey for April, AMD now controls almost 29.5% of the PC CPU space. It controlled 25% of the market in December 2020, with Intel holding the rest. Steam data is a credible source for PC market share information, as the platform is used by 120 million monthly active users worldwide.</p><p><blockquote>AMD通过其锐龙CPU（中央处理器）和镭龙GPU（图形处理器）在PC市场取得了扎实的进展。根据Steam硬件调查4月份的最新数据，AMD现在控制着近29.5%的PC CPU空间。2020 年 12 月，它控制了 25% 的市场份额，其余部分由英特尔占据。Steam data是个人电脑市场份额信息的可靠来源，因为该平台被全球1.2亿月活跃用户使用。</blockquote></p><p> Meanwhile, Mercury Research estimates that AMD's desktop PC market share increased to 19.3% at the end of the first quarter, up from just 11.4% four years ago. It also holds 18% of the mobile CPU market. AMD's CPU market share is expected to jump as high as 50% in 2021 as per Wall Street. This doesn't seem surprising given thetechnology advantage AMD enjoys over Intel, as well as Chipzilla's troubles with getting its latest chips out of the gate.</p><p><blockquote>与此同时，Mercury Research 估计，AMD 的台式电脑市场份额在第一季度末增至 19.3%，高于四年前的 11.4%。它还占据了移动CPU市场18%的份额。据华尔街报道，AMD 的 CPU 市场份额预计将在 2021 年跃升至 50%。考虑到 AMD 相对于英特尔的技术优势，以及 Chipzilla 在推出最新芯片方面遇到的麻烦，这似乎并不奇怪。</blockquote></p><p> AMD has also turned on the heat in the laptop market. The company's Ryzen 5000 mobile processors are expected to power 50% more models this year and pave the way for more market share gains.</p><p><blockquote>AMD也在笔记本电脑市场掀起了热潮。该公司的锐龙5000移动处理器预计今年将为50%以上的型号提供动力，并为更多的市场份额增长铺平道路。</blockquote></p><p> Meanwhile, AMD has made solid progress in the server processor market, finishing Q1 with an 8.9% share. It was nowhere to be seen in server processors four years ago, but the arrival of the EPYC chips has given it a big shot in the arm. AMD is poised to take away more market share from Intel in servers in the coming years and could make billions of dollars from this space.</p><p><blockquote>与此同时，AMD 在服务器处理器市场取得了稳步进展，第一季度的市场份额为 8.9%。四年前，它在服务器处理器中是看不到的，但EPYC芯片的到来让它在arm中大放异彩。AMD准备在未来几年从英特尔手中夺走更多服务器市场份额，并可能从这一领域赚取数十亿美元。</blockquote></p><p> On the other hand, the arrival of the latest gaming consoles from <b>Sony</b> and <b>Microsoft</b> that are powered by AMD's chips is moving the needle in a big way for the chipmaker. The PlayStation 5 has sold 7.8 million units so far. It is expected to sell over 200 million units over its lifetime, according to an analyst at Japanese firm Rakuten Securities, as compared to 116 million units of the previous generation PS4.</p><p><blockquote>另一方面，最新游戏机的到来<b>索尼</b>和<b>微软</b>由 AMD 芯片驱动的芯片正在极大地推动这家芯片制造商的发展。到目前为止，PlayStation 5已经售出780万台。日本乐天证券（Rakuten Securities）的一位分析师表示，预计它在其生命周期内的销量将超过2亿台，而上一代PS4的销量为1.16亿台。</blockquote></p><p> What's more, AMD is reportedly getting 80% more revenue from each unit of the PS5 over the PS4. So, a combination of higher shipments and stronger revenue from each gaming console should unlock a massive revenue opportunity for the company in the long run. Not surprisingly, analysts expect AMD to deliver almost 30% annual earnings growth over the next five years -- making it a top growth stock where one can park $5,000 right now, given that it is trading at less than 28 times forward earnings.</p><p><blockquote>更重要的是，据报道，AMD从PS5的每个单元获得的收入比PS4多80%。因此，从长远来看，每台游戏机更高的出货量和更强劲的收入应该会为公司带来巨大的收入机会。毫不奇怪，分析师预计 AMD 将在未来五年内实现近 30% 的年盈利增长，考虑到其交易价格不到 28 倍的远期市盈率，这使其成为目前可以投资 5,000 美元的最高增长股票。</blockquote></p><p> <b>2. NVIDIA</b></p><p><blockquote><b>2.英伟达</b></blockquote></p><p> NVIDIA has come a long way in the past five years. The chipmaker has branched out into several fast-growing applications such as data centers, artificial intelligence, autonomous cars, and 5G wireless networks from supplying graphics cards for gaming PCs.</p><p><blockquote>英伟达在过去五年中取得了长足的进步。这家芯片制造商已经从为游戏PC提供显卡扩展到数据中心、人工智能、自动驾驶汽车和5G无线网络等几个快速增长的应用领域。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60ad2c7070e39d4c3cca24654ff15c3d\" tg-width=\"720\" tg-height=\"387\"><span>NVDA DATA BY YCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS提供的NVDA数据</span></p></blockquote></p><p> Gaming continues to be NVIDIA's biggest source of revenue, accounting for 46% of its top line last fiscal year. The segment's revenue was up 41% in fiscal 2021 to $7.7 billion, thanks to the launch of NVIDIA's new RTX 30 series graphics cards, which have set the sales charts on fire by triggering a massive upgrade cycle.</p><p><blockquote>游戏仍然是英伟达最大的收入来源，占上一财年营收的 46%。由于 NVIDIA 推出了新的 RTX 30 系列显卡，该部门的收入在 2021 财年增长了 41%，达到 77 亿美元，该显卡通过引发大规模升级周期引发了销售排行榜。</blockquote></p><p></p><p> NVIDIA estimates that 85% of its installed base is yet to upgrade to the RTX series cards, which pack a huge performance bump at aggressive price points over prior generation cards. That's a huge opportunity, as NVIDIA's installed base of gaming graphics cards stands at 140 million. More importantly, the company's new GPUs are driving an increase in the average selling price (ASP).</p><p><blockquote>NVIDIA估计，其85%的安装基础尚未升级到RTX系列卡，与上一代卡相比，RTX系列卡在激进的价格点上具有巨大的性能提升。这是一个巨大的机会，因为 NVIDIA 游戏显卡的装机量已达 1.4 亿张。更重要的是，该公司的新 GPU 正在推动平均售价 (ASP) 的上涨。</blockquote></p><p> The latest Ampere-based GPUs recorded an ASP of $360 in the first six months of their launch thanks to an increase in the proportion of customers buying higher-priced cards. That's 20% higher than the previous generation Turing cards that had an ASP of $300 in the initial six months, and well above the $245 ASP of the Pascal cards that were released five years ago.</p><p><blockquote>由于购买更高价格卡的客户比例增加，最新的基于Ampere的GPU在推出的前六个月的平均售价为360美元。这比前一代图灵卡高出 20%，前六个月的平均售价为 300 美元，也远高于五年前发布的帕斯卡 245 美元的平均售价。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/248662e56d72ba00757a9c18076ebd6b\" tg-width=\"2000\" tg-height=\"1125\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> So, NVIDIA's gaming business could keep growing at a terrific pace over the next five years thanks to a combination of strong volumes and improved pricing. Jon Peddie Research estimates that 41.5 million discrete GPUs were sold in 2020, and NVIDIA dominated this market with a share of 82% at the end of the year. This bodes well for NVIDIA's future, as the GPU market is expected to clock annual growth of nearly 34% through 2027 as per third-party estimates.</p><p><blockquote>因此，由于强劲的销量和提高的定价相结合，英伟达的游戏业务可能会在未来五年内以惊人的速度保持增长。Jon Peddie Research估计，2020年分立GPU销量为4150万个，英伟达在年底以82%的份额主导了这一市场。这对英伟达的未来来说是个好兆头，因为根据第三方估计，到 2027 年，GPU 市场预计将实现近 34% 的年增长率。</blockquote></p><p> Beyond gaming, NVIDIA is sitting on huge opportunities in nascent markets such as self-driving cars. The company has struck several partnerships in this space and has already lined up automotive design wins worth $8 billion for the next five years. This figure could keep growing thanks to NVIDIA's solid product roadmap, which indicates that it is working on more powerful self-driving platforms that should hit the market in the coming years.</p><p><blockquote>除了游戏之外，英伟达还在自动驾驶汽车等新兴市场拥有巨大的机遇。该公司已在该领域建立了多项合作伙伴关系，并已在未来五年内赢得价值 80 亿美元的汽车设计奖项。由于英伟达可靠的产品路线图，这一数字可能会继续增长，这表明它正在开发更强大的自动驾驶平台，这些平台应该会在未来几年上市。</blockquote></p><p> Throw in the fact that NVIDIA's terrific growth in the data center market won't be fading any time soon, and investors will have one more reason to hold on to this tech titan. The data center business generated $6.7 billion in revenue in FY21, up 124% year over year. It accounted for 40% of the total revenue. NVIDIA is now branching out into new areas to ensure that this business keeps growing at elevated rates.</p><p><blockquote>再加上英伟达在数据中心市场的惊人增长不会很快消退，投资者将多一个理由持有这家科技巨头。2021财年，数据中心业务创造了67亿美元的收入，同比增长124%。它占总收入的40%。英伟达现在正在向新的领域拓展业务，以确保这项业务保持高速增长。</blockquote></p><p> It recently announced the Grace CPU, a server processor that's expected to go on sale in 2023. This would be new territory for NVIDIA, and success here could supercharge the company's data center business, as the server processor market is expected to be worth $19 billion by 2023.</p><p><blockquote>它最近发布了 Grace CPU，这是一款服务器处理器，预计将于 2023 年上市。这将是 NVIDIA 的新领域，这里的成功可能会推动该公司的数据中心业务，因为到 2023 年，服务器处理器市场预计将价值 190 亿美元。</blockquote></p><p> So, NVIDIA still has a lot of room for growth. Analysts forecast 20%-plus annual earnings growth for the next five years, though NVIDIA could do better if the new opportunities it is attacking bear fruit. In all, NVIDIA looks like a top stock where investors can park $5,000, as it is set for multi-year growth and trades at an attractive 36 times forward earnings as compared to 2020's average multiple of 46.</p><p><blockquote>所以，英伟达还有很大的增长空间。分析师预测未来五年盈利年增长率将超过 20%，但如果英伟达抓住新的机会，它可能会做得更好。总而言之，英伟达看起来像是一只投资者可以投资 5,000 美元的顶级股票，因为它将实现多年增长，并且其预期市盈率为 36 倍，而 2020 年的平均市盈率为 46 倍，具有吸引力。</blockquote></p><p></p>","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>Today's Tech Sell-Off: Where to Invest $5,000 for the Next 5 Years<blockquote>当今的科技抛售：未来 5 年在哪里投资 5,000 美元</blockquote></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; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; 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: 12.5px; color: #7E829C; margin: 0;}\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\">\nToday's Tech Sell-Off: Where to Invest $5,000 for the Next 5 Years<blockquote>当今的科技抛售：未来 5 年在哪里投资 5,000 美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-05-20 23:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p>These tech giants might multiply your $5,000 investment substantially in the coming years.</p><p><blockquote>这些科技巨头可能会在未来几年大幅增加你5000美元的投资。</blockquote></p><p> The <b>Nasdaq-100 Technology Sector</b> index has retreated more than 7% in the past month, bringing down the valuations of some fast-growing names in tech that were considered overvalued earlier. But one shouldn't forget that this same index has jumped more than 240% in the past five years, which means that a $5,000 investment in the index would be worth $17,000 now.</p><p><blockquote>这个<b>纳斯达克-100技术板块</b>过去一个月，该指数下跌了 7% 以上，降低了一些此前被认为被高估的快速增长的科技股的估值。但人们不应该忘记，这个指数在过去五年中上涨了 240% 以上，这意味着投资该指数 5,000 美元现在价值 17,000 美元。</blockquote></p><p> <b>Advanced Micro Devices</b> (NASDAQ:AMD) stock has done even better over five years, rising over 1,850% and turning $5,000 into nearly $100,000. Rival graphics card specialist <b>NVIDIA</b>(NASDAQ:NVDA)has soared over 1,200% over a similar period. Both stocks have pulled back thanks to the tech sell-off, but these two stocks could deliver outsized gains over the next five years as well, thanks to the catalysts they are sitting on. Let's find out why.</p><p><blockquote><b>先进微器件</b>（纳斯达克股票代码：AMD）股票五年来表现更好，上涨超过 1,850%，从 5,000 美元涨至近 100,000 美元。竞争对手显卡专家<b>英伟达</b>（纳斯达克股票代码：NVDA）同期飙升超过 1,200%。由于科技股的抛售，这两只股票都有所回落，但由于它们所拥有的催化剂，这两只股票也可能在未来五年内带来巨大的涨幅。让我们找出原因。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45c65cfc8b2918e175d465448db6ae7c\" tg-width=\"2000\" tg-height=\"1427\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>1. Advanced Micro Devices</b></p><p><blockquote><b>1.先进的微器件</b></blockquote></p><p> AMD's fortunes have changed big time over the past five years. A competitive product lineup has allowed it to take market share away from <b>Intel</b> (NASDAQ:INTC) in the x86 processor market, a trend that's expected to continue in the next five years.</p><p><blockquote>在过去的五年里，AMD的命运发生了巨大变化。具有竞争力的产品线使其能够从<b>英特尔</b>（纳斯达克股票代码：INTC）在 x86 处理器市场，这一趋势预计将在未来五年内持续下去。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c49fb00a03d9fc043669c6253b537fc8\" tg-width=\"720\" tg-height=\"387\"><span>AMD DATA BY YCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS提供的AMD数据</span></p></blockquote></p><p> AMD has made solid progress in the PC market through its Ryzen CPUs (central processing units) and Radeon GPUs (graphics processing units). According to the latest data from Steam Hardware Survey for April, AMD now controls almost 29.5% of the PC CPU space. It controlled 25% of the market in December 2020, with Intel holding the rest. Steam data is a credible source for PC market share information, as the platform is used by 120 million monthly active users worldwide.</p><p><blockquote>AMD通过其锐龙CPU（中央处理器）和镭龙GPU（图形处理器）在PC市场取得了扎实的进展。根据Steam硬件调查4月份的最新数据，AMD现在控制着近29.5%的PC CPU空间。2020 年 12 月，它控制了 25% 的市场份额，其余部分由英特尔占据。Steam data是个人电脑市场份额信息的可靠来源，因为该平台被全球1.2亿月活跃用户使用。</blockquote></p><p> Meanwhile, Mercury Research estimates that AMD's desktop PC market share increased to 19.3% at the end of the first quarter, up from just 11.4% four years ago. It also holds 18% of the mobile CPU market. AMD's CPU market share is expected to jump as high as 50% in 2021 as per Wall Street. This doesn't seem surprising given thetechnology advantage AMD enjoys over Intel, as well as Chipzilla's troubles with getting its latest chips out of the gate.</p><p><blockquote>与此同时，Mercury Research 估计，AMD 的台式电脑市场份额在第一季度末增至 19.3%，高于四年前的 11.4%。它还占据了移动CPU市场18%的份额。据华尔街报道，AMD 的 CPU 市场份额预计将在 2021 年跃升至 50%。考虑到 AMD 相对于英特尔的技术优势，以及 Chipzilla 在推出最新芯片方面遇到的麻烦，这似乎并不奇怪。</blockquote></p><p> AMD has also turned on the heat in the laptop market. The company's Ryzen 5000 mobile processors are expected to power 50% more models this year and pave the way for more market share gains.</p><p><blockquote>AMD也在笔记本电脑市场掀起了热潮。该公司的锐龙5000移动处理器预计今年将为50%以上的型号提供动力，并为更多的市场份额增长铺平道路。</blockquote></p><p> Meanwhile, AMD has made solid progress in the server processor market, finishing Q1 with an 8.9% share. It was nowhere to be seen in server processors four years ago, but the arrival of the EPYC chips has given it a big shot in the arm. AMD is poised to take away more market share from Intel in servers in the coming years and could make billions of dollars from this space.</p><p><blockquote>与此同时，AMD 在服务器处理器市场取得了稳步进展，第一季度的市场份额为 8.9%。四年前，它在服务器处理器中是看不到的，但EPYC芯片的到来让它在arm中大放异彩。AMD准备在未来几年从英特尔手中夺走更多服务器市场份额，并可能从这一领域赚取数十亿美元。</blockquote></p><p> On the other hand, the arrival of the latest gaming consoles from <b>Sony</b> and <b>Microsoft</b> that are powered by AMD's chips is moving the needle in a big way for the chipmaker. The PlayStation 5 has sold 7.8 million units so far. It is expected to sell over 200 million units over its lifetime, according to an analyst at Japanese firm Rakuten Securities, as compared to 116 million units of the previous generation PS4.</p><p><blockquote>另一方面，最新游戏机的到来<b>索尼</b>和<b>微软</b>由 AMD 芯片驱动的芯片正在极大地推动这家芯片制造商的发展。到目前为止，PlayStation 5已经售出780万台。日本乐天证券（Rakuten Securities）的一位分析师表示，预计它在其生命周期内的销量将超过2亿台，而上一代PS4的销量为1.16亿台。</blockquote></p><p> What's more, AMD is reportedly getting 80% more revenue from each unit of the PS5 over the PS4. So, a combination of higher shipments and stronger revenue from each gaming console should unlock a massive revenue opportunity for the company in the long run. Not surprisingly, analysts expect AMD to deliver almost 30% annual earnings growth over the next five years -- making it a top growth stock where one can park $5,000 right now, given that it is trading at less than 28 times forward earnings.</p><p><blockquote>更重要的是，据报道，AMD从PS5的每个单元获得的收入比PS4多80%。因此，从长远来看，每台游戏机更高的出货量和更强劲的收入应该会为公司带来巨大的收入机会。毫不奇怪，分析师预计 AMD 将在未来五年内实现近 30% 的年盈利增长，考虑到其交易价格不到 28 倍的远期市盈率，这使其成为目前可以投资 5,000 美元的最高增长股票。</blockquote></p><p> <b>2. NVIDIA</b></p><p><blockquote><b>2.英伟达</b></blockquote></p><p> NVIDIA has come a long way in the past five years. The chipmaker has branched out into several fast-growing applications such as data centers, artificial intelligence, autonomous cars, and 5G wireless networks from supplying graphics cards for gaming PCs.</p><p><blockquote>英伟达在过去五年中取得了长足的进步。这家芯片制造商已经从为游戏PC提供显卡扩展到数据中心、人工智能、自动驾驶汽车和5G无线网络等几个快速增长的应用领域。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60ad2c7070e39d4c3cca24654ff15c3d\" tg-width=\"720\" tg-height=\"387\"><span>NVDA DATA BY YCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS提供的NVDA数据</span></p></blockquote></p><p> Gaming continues to be NVIDIA's biggest source of revenue, accounting for 46% of its top line last fiscal year. The segment's revenue was up 41% in fiscal 2021 to $7.7 billion, thanks to the launch of NVIDIA's new RTX 30 series graphics cards, which have set the sales charts on fire by triggering a massive upgrade cycle.</p><p><blockquote>游戏仍然是英伟达最大的收入来源，占上一财年营收的 46%。由于 NVIDIA 推出了新的 RTX 30 系列显卡，该部门的收入在 2021 财年增长了 41%，达到 77 亿美元，该显卡通过引发大规模升级周期引发了销售排行榜。</blockquote></p><p></p><p> NVIDIA estimates that 85% of its installed base is yet to upgrade to the RTX series cards, which pack a huge performance bump at aggressive price points over prior generation cards. That's a huge opportunity, as NVIDIA's installed base of gaming graphics cards stands at 140 million. More importantly, the company's new GPUs are driving an increase in the average selling price (ASP).</p><p><blockquote>NVIDIA估计，其85%的安装基础尚未升级到RTX系列卡，与上一代卡相比，RTX系列卡在激进的价格点上具有巨大的性能提升。这是一个巨大的机会，因为 NVIDIA 游戏显卡的装机量已达 1.4 亿张。更重要的是，该公司的新 GPU 正在推动平均售价 (ASP) 的上涨。</blockquote></p><p> The latest Ampere-based GPUs recorded an ASP of $360 in the first six months of their launch thanks to an increase in the proportion of customers buying higher-priced cards. That's 20% higher than the previous generation Turing cards that had an ASP of $300 in the initial six months, and well above the $245 ASP of the Pascal cards that were released five years ago.</p><p><blockquote>由于购买更高价格卡的客户比例增加，最新的基于Ampere的GPU在推出的前六个月的平均售价为360美元。这比前一代图灵卡高出 20%，前六个月的平均售价为 300 美元，也远高于五年前发布的帕斯卡 245 美元的平均售价。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/248662e56d72ba00757a9c18076ebd6b\" tg-width=\"2000\" tg-height=\"1125\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> So, NVIDIA's gaming business could keep growing at a terrific pace over the next five years thanks to a combination of strong volumes and improved pricing. Jon Peddie Research estimates that 41.5 million discrete GPUs were sold in 2020, and NVIDIA dominated this market with a share of 82% at the end of the year. This bodes well for NVIDIA's future, as the GPU market is expected to clock annual growth of nearly 34% through 2027 as per third-party estimates.</p><p><blockquote>因此，由于强劲的销量和提高的定价相结合，英伟达的游戏业务可能会在未来五年内以惊人的速度保持增长。Jon Peddie Research估计，2020年分立GPU销量为4150万个，英伟达在年底以82%的份额主导了这一市场。这对英伟达的未来来说是个好兆头，因为根据第三方估计，到 2027 年，GPU 市场预计将实现近 34% 的年增长率。</blockquote></p><p> Beyond gaming, NVIDIA is sitting on huge opportunities in nascent markets such as self-driving cars. The company has struck several partnerships in this space and has already lined up automotive design wins worth $8 billion for the next five years. This figure could keep growing thanks to NVIDIA's solid product roadmap, which indicates that it is working on more powerful self-driving platforms that should hit the market in the coming years.</p><p><blockquote>除了游戏之外，英伟达还在自动驾驶汽车等新兴市场拥有巨大的机遇。该公司已在该领域建立了多项合作伙伴关系，并已在未来五年内赢得价值 80 亿美元的汽车设计奖项。由于英伟达可靠的产品路线图，这一数字可能会继续增长，这表明它正在开发更强大的自动驾驶平台，这些平台应该会在未来几年上市。</blockquote></p><p> Throw in the fact that NVIDIA's terrific growth in the data center market won't be fading any time soon, and investors will have one more reason to hold on to this tech titan. The data center business generated $6.7 billion in revenue in FY21, up 124% year over year. It accounted for 40% of the total revenue. NVIDIA is now branching out into new areas to ensure that this business keeps growing at elevated rates.</p><p><blockquote>再加上英伟达在数据中心市场的惊人增长不会很快消退，投资者将多一个理由持有这家科技巨头。2021财年，数据中心业务创造了67亿美元的收入，同比增长124%。它占总收入的40%。英伟达现在正在向新的领域拓展业务，以确保这项业务保持高速增长。</blockquote></p><p> It recently announced the Grace CPU, a server processor that's expected to go on sale in 2023. This would be new territory for NVIDIA, and success here could supercharge the company's data center business, as the server processor market is expected to be worth $19 billion by 2023.</p><p><blockquote>它最近发布了 Grace CPU，这是一款服务器处理器，预计将于 2023 年上市。这将是 NVIDIA 的新领域，这里的成功可能会推动该公司的数据中心业务，因为到 2023 年，服务器处理器市场预计将价值 190 亿美元。</blockquote></p><p> So, NVIDIA still has a lot of room for growth. Analysts forecast 20%-plus annual earnings growth for the next five years, though NVIDIA could do better if the new opportunities it is attacking bear fruit. In all, NVIDIA looks like a top stock where investors can park $5,000, as it is set for multi-year growth and trades at an attractive 36 times forward earnings as compared to 2020's average multiple of 46.</p><p><blockquote>所以，英伟达还有很大的增长空间。分析师预测未来五年盈利年增长率将超过 20%，但如果英伟达抓住新的机会，它可能会做得更好。总而言之，英伟达看起来像是一只投资者可以投资 5,000 美元的顶级股票，因为它将实现多年增长，并且其预期市盈率为 36 倍，而 2020 年的平均市盈率为 46 倍，具有吸引力。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/05/20/tech-sell-off-where-invest-5000-for-next-5-years/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","AMD":"美国超微公司","NDX":"纳斯达克100指数"},"source_url":"https://www.fool.com/investing/2021/05/20/tech-sell-off-where-invest-5000-for-next-5-years/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114639105","content_text":"These tech giants might multiply your $5,000 investment substantially in the coming years.\nThe Nasdaq-100 Technology Sector index has retreated more than 7% in the past month, bringing down the valuations of some fast-growing names in tech that were considered overvalued earlier. But one shouldn't forget that this same index has jumped more than 240% in the past five years, which means that a $5,000 investment in the index would be worth $17,000 now.\nAdvanced Micro Devices (NASDAQ:AMD) stock has done even better over five years, rising over 1,850% and turning $5,000 into nearly $100,000. Rival graphics card specialist NVIDIA(NASDAQ:NVDA)has soared over 1,200% over a similar period. Both stocks have pulled back thanks to the tech sell-off, but these two stocks could deliver outsized gains over the next five years as well, thanks to the catalysts they are sitting on. Let's find out why.\nIMAGE SOURCE: GETTY IMAGES.\n1. Advanced Micro Devices\nAMD's fortunes have changed big time over the past five years. A competitive product lineup has allowed it to take market share away from Intel (NASDAQ:INTC) in the x86 processor market, a trend that's expected to continue in the next five years.\nAMD DATA BY YCHARTS\nAMD has made solid progress in the PC market through its Ryzen CPUs (central processing units) and Radeon GPUs (graphics processing units). According to the latest data from Steam Hardware Survey for April, AMD now controls almost 29.5% of the PC CPU space. It controlled 25% of the market in December 2020, with Intel holding the rest. Steam data is a credible source for PC market share information, as the platform is used by 120 million monthly active users worldwide.\nMeanwhile, Mercury Research estimates that AMD's desktop PC market share increased to 19.3% at the end of the first quarter, up from just 11.4% four years ago. It also holds 18% of the mobile CPU market. AMD's CPU market share is expected to jump as high as 50% in 2021 as per Wall Street. This doesn't seem surprising given thetechnology advantage AMD enjoys over Intel, as well as Chipzilla's troubles with getting its latest chips out of the gate.\nAMD has also turned on the heat in the laptop market. The company's Ryzen 5000 mobile processors are expected to power 50% more models this year and pave the way for more market share gains.\nMeanwhile, AMD has made solid progress in the server processor market, finishing Q1 with an 8.9% share. It was nowhere to be seen in server processors four years ago, but the arrival of the EPYC chips has given it a big shot in the arm. AMD is poised to take away more market share from Intel in servers in the coming years and could make billions of dollars from this space.\nOn the other hand, the arrival of the latest gaming consoles from Sony and Microsoft that are powered by AMD's chips is moving the needle in a big way for the chipmaker. The PlayStation 5 has sold 7.8 million units so far. It is expected to sell over 200 million units over its lifetime, according to an analyst at Japanese firm Rakuten Securities, as compared to 116 million units of the previous generation PS4.\nWhat's more, AMD is reportedly getting 80% more revenue from each unit of the PS5 over the PS4. So, a combination of higher shipments and stronger revenue from each gaming console should unlock a massive revenue opportunity for the company in the long run. Not surprisingly, analysts expect AMD to deliver almost 30% annual earnings growth over the next five years -- making it a top growth stock where one can park $5,000 right now, given that it is trading at less than 28 times forward earnings.\n2. NVIDIA\nNVIDIA has come a long way in the past five years. The chipmaker has branched out into several fast-growing applications such as data centers, artificial intelligence, autonomous cars, and 5G wireless networks from supplying graphics cards for gaming PCs.\nNVDA DATA BY YCHARTS\nGaming continues to be NVIDIA's biggest source of revenue, accounting for 46% of its top line last fiscal year. The segment's revenue was up 41% in fiscal 2021 to $7.7 billion, thanks to the launch of NVIDIA's new RTX 30 series graphics cards, which have set the sales charts on fire by triggering a massive upgrade cycle.\nNVIDIA estimates that 85% of its installed base is yet to upgrade to the RTX series cards, which pack a huge performance bump at aggressive price points over prior generation cards. That's a huge opportunity, as NVIDIA's installed base of gaming graphics cards stands at 140 million. More importantly, the company's new GPUs are driving an increase in the average selling price (ASP).\nThe latest Ampere-based GPUs recorded an ASP of $360 in the first six months of their launch thanks to an increase in the proportion of customers buying higher-priced cards. That's 20% higher than the previous generation Turing cards that had an ASP of $300 in the initial six months, and well above the $245 ASP of the Pascal cards that were released five years ago.\nIMAGE SOURCE: GETTY IMAGES.\nSo, NVIDIA's gaming business could keep growing at a terrific pace over the next five years thanks to a combination of strong volumes and improved pricing. Jon Peddie Research estimates that 41.5 million discrete GPUs were sold in 2020, and NVIDIA dominated this market with a share of 82% at the end of the year. This bodes well for NVIDIA's future, as the GPU market is expected to clock annual growth of nearly 34% through 2027 as per third-party estimates.\nBeyond gaming, NVIDIA is sitting on huge opportunities in nascent markets such as self-driving cars. The company has struck several partnerships in this space and has already lined up automotive design wins worth $8 billion for the next five years. This figure could keep growing thanks to NVIDIA's solid product roadmap, which indicates that it is working on more powerful self-driving platforms that should hit the market in the coming years.\nThrow in the fact that NVIDIA's terrific growth in the data center market won't be fading any time soon, and investors will have one more reason to hold on to this tech titan. The data center business generated $6.7 billion in revenue in FY21, up 124% year over year. It accounted for 40% of the total revenue. NVIDIA is now branching out into new areas to ensure that this business keeps growing at elevated rates.\nIt recently announced the Grace CPU, a server processor that's expected to go on sale in 2023. This would be new territory for NVIDIA, and success here could supercharge the company's data center business, as the server processor market is expected to be worth $19 billion by 2023.\nSo, NVIDIA still has a lot of room for growth. Analysts forecast 20%-plus annual earnings growth for the next five years, though NVIDIA could do better if the new opportunities it is attacking bear fruit. In all, NVIDIA looks like a top stock where investors can park $5,000, as it is set for multi-year growth and trades at an attractive 36 times forward earnings as compared to 2020's average multiple of 46.","news_type":1,"symbols_score_info":{"AMD":0.9,"NVDA":0.9,"NDX":0.9}},"isVote":1,"tweetType":1,"viewCount":991,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":27,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/130284176"}
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