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2021-07-15
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Cramer: Chip Sector's Contradictions – AMD, Nvidia, Intel<blockquote>克莱默：芯片行业的矛盾——AMD、英伟达、英特尔</blockquote>
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The semiconductor industry is a “ball of confusion” to investors, just when market mavens crave some stability from chip makers.</p><p><blockquote>克莱默说，由于芯片短缺，这些股票让投资者感到紧张，但请密切关注它们。半导体行业对投资者来说是一个 “混乱之球”，而市场专家们却渴望从芯片制造商那里获得稳定性。</blockquote></p><p> That’s causing angst among investors, who should be buying semiconductors right now but can’t—or won’t—pull the trigger, TheStreet's Jim Cramer noted in a recent Real Money column.</p><p><blockquote>TheStreet 的吉姆-克莱默（Jim Cramer）在最近的一篇真钱专栏文章中指出，这引起了投资者的焦虑，他们现在就应该购买半导体，但却不能或不愿扣动扳机。</blockquote></p><p> One big chip maker stands out in that regard, Cramer said.</p><p><blockquote>克莱默说，一家大型芯片制造商在这方面脱颖而出。</blockquote></p><p> \"Take Advanced Micro (<b>AMD</b>) -Get Report. This one has wandered in the wilderness for months as Intel's (<b>INTC</b>) -Get Report CEO Pat Gelsinger talks a big game about ending the reign of the upstart. It doesn't matter that CEO Lisa Su has a monster lead on Intel now. Pat loves to say that Intel's back and we want that. The fact is, though, that AMD is still the leader and Su is not going to fight back with words, she is going to fight back with chips.</p><p><blockquote>“以高级微（<b>AMD</b>)-获取报告。这个已经在荒野中徘徊了几个月，作为英特尔的（<b>国际电联</b>) -Get Report 首席执行官帕特·基辛格 (Pat Gelsinger) 谈论了一场关于结束新贵统治的大游戏。首席执行官苏丽莎现在在英特尔拥有巨大的领先优势，这并不重要。帕特喜欢说英特尔回来了，我们希望如此。然而，事实是，AMD仍然是领导者，苏不会用言语反击，她会用芯片反击。</blockquote></p><p> \"Su did give an interview this week where she talked about how well they were doing and acknowledged the chip shortage. I thought the stock should go up on the story and instead it got hammered. Finally we are getting nervous about the Xilinx approval. We have been waiting and waiting. All that amounts to a stalled stock with a downward bias.\"</p><p><blockquote>“苏本周确实接受了采访，谈到了他们做得有多好，并承认芯片短缺。我以为该股应该在报道后上涨，但结果却遭到了重创。最后，我们对赛灵思的批准感到紧张。我们一直在等待，等待。所有这些都导致该股停滞不前，有下行倾向。”</blockquote></p><p> Cramer also pointed to Texas Instruments (<b>TXN</b>) -Get Report and Analog Devices (<b>ADI</b>) -Get Report as two additional industry culprits who should represent buying opportunities, but are too “harrowing” to be bought right now. Other semiconductor stocks are in the same state of suspension, but should also be on investor radar screens.</p><p><blockquote>克莱默还指出德州仪器（<b>TXN</b>) -获取报告和模拟设备 (<b>阿迪</b>)-被报道为另外两名行业罪魁祸首，他们本应代表收购机会，但现在却太 “悲惨”，无法被收购。其他半导体股票也处于同样的停牌状态，但也应该出现在投资者的雷达屏幕上。</blockquote></p><p> This from Cramer:</p><p><blockquote>来自克莱默：</blockquote></p><p> I can't tell you how many times I have heard that Broadcom (<b>AVGO</b>) -Get Report will disappoint only to watch it beat the numbers handily. Or Marvell Tech (<b>MRVL</b>) -Get Report. Here's one that likes to run into the quarter and then sell down when it reports.</p><p><blockquote>我不知道我听过多少次博通（<b>阿夫戈</b>) -Get Report 只会让人失望，看着它轻松击败数字。或者 Marvell Tech (<b>MRVL</b>)-获取报告。这里有一个喜欢进入季度，然后在报告时卖出的人。</blockquote></p><p> Cramer said that, fortunately, Marvell didn't fall flat this time but that's the first time he's seen it hold. The only one that doesn't act terribly, he added, is Nvidia (<b>NVDA</b>) -Get Report -- \"but need I remind you that it was stalled for ages, too.\"</p><p><blockquote>克莱默说，幸运的是，Marvell这次没有倒下，但这是他第一次看到它坚持下去。他补充说，唯一表现不错的是英伟达（<b>NVDA</b>）——得到报告——“但需要我提醒你，它也被搁置了很久。”</blockquote></p><p> It’s worth noting that a semiconductor’s natural state is to rise up as its temperature goes up. That’s not happening right now and it’s vexing to investors who otherwise may be sector buyers, Cramer noted. Still, the upside value shouldn’t be ignored, he added.</p><p><blockquote>值得注意的是，半导体的自然状态是随着温度的升高而升高。克莱默指出，这种情况现在还没有发生，这让原本可能是该行业买家的投资者感到困扰。不过，他补充说，上行价值不容忽视。</blockquote></p><p> \"This fabulous group is a ball of confusion until you look where they come from,\" Cramer says.</p><p><blockquote>“这个出色的团体是一个混乱的球，直到你看到他们来自哪里，”克莱默说。</blockquote></p><p></p>","source":"lsy1610613172068","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>Cramer: Chip Sector's Contradictions – AMD, Nvidia, Intel<blockquote>克莱默：芯片行业的矛盾——AMD、英伟达、英特尔</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\">\nCramer: Chip Sector's Contradictions – AMD, Nvidia, Intel<blockquote>克莱默：芯片行业的矛盾——AMD、英伟达、英特尔</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Street</strong><span class=\"h-time small\">2021-07-15 09:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p> With the chip shortage, these stocks are making investors nervous, but keep them on your radar, Cramer says. The semiconductor industry is a “ball of confusion” to investors, just when market mavens crave some stability from chip makers.</p><p><blockquote>克莱默说，由于芯片短缺，这些股票让投资者感到紧张，但请密切关注它们。半导体行业对投资者来说是一个 “混乱之球”，而市场专家们却渴望从芯片制造商那里获得稳定性。</blockquote></p><p> That’s causing angst among investors, who should be buying semiconductors right now but can’t—or won’t—pull the trigger, TheStreet's Jim Cramer noted in a recent Real Money column.</p><p><blockquote>TheStreet 的吉姆-克莱默（Jim Cramer）在最近的一篇真钱专栏文章中指出，这引起了投资者的焦虑，他们现在就应该购买半导体，但却不能或不愿扣动扳机。</blockquote></p><p> One big chip maker stands out in that regard, Cramer said.</p><p><blockquote>克莱默说，一家大型芯片制造商在这方面脱颖而出。</blockquote></p><p> \"Take Advanced Micro (<b>AMD</b>) -Get Report. This one has wandered in the wilderness for months as Intel's (<b>INTC</b>) -Get Report CEO Pat Gelsinger talks a big game about ending the reign of the upstart. It doesn't matter that CEO Lisa Su has a monster lead on Intel now. Pat loves to say that Intel's back and we want that. The fact is, though, that AMD is still the leader and Su is not going to fight back with words, she is going to fight back with chips.</p><p><blockquote>“以高级微（<b>AMD</b>)-获取报告。这个已经在荒野中徘徊了几个月，作为英特尔的（<b>国际电联</b>) -Get Report 首席执行官帕特·基辛格 (Pat Gelsinger) 谈论了一场关于结束新贵统治的大游戏。首席执行官苏丽莎现在在英特尔拥有巨大的领先优势，这并不重要。帕特喜欢说英特尔回来了，我们希望如此。然而，事实是，AMD仍然是领导者，苏不会用言语反击，她会用芯片反击。</blockquote></p><p> \"Su did give an interview this week where she talked about how well they were doing and acknowledged the chip shortage. I thought the stock should go up on the story and instead it got hammered. Finally we are getting nervous about the Xilinx approval. We have been waiting and waiting. All that amounts to a stalled stock with a downward bias.\"</p><p><blockquote>“苏本周确实接受了采访，谈到了他们做得有多好，并承认芯片短缺。我以为该股应该在报道后上涨，但结果却遭到了重创。最后，我们对赛灵思的批准感到紧张。我们一直在等待，等待。所有这些都导致该股停滞不前，有下行倾向。”</blockquote></p><p> Cramer also pointed to Texas Instruments (<b>TXN</b>) -Get Report and Analog Devices (<b>ADI</b>) -Get Report as two additional industry culprits who should represent buying opportunities, but are too “harrowing” to be bought right now. Other semiconductor stocks are in the same state of suspension, but should also be on investor radar screens.</p><p><blockquote>克莱默还指出德州仪器（<b>TXN</b>) -获取报告和模拟设备 (<b>阿迪</b>)-被报道为另外两名行业罪魁祸首，他们本应代表收购机会，但现在却太 “悲惨”，无法被收购。其他半导体股票也处于同样的停牌状态，但也应该出现在投资者的雷达屏幕上。</blockquote></p><p> This from Cramer:</p><p><blockquote>来自克莱默：</blockquote></p><p> I can't tell you how many times I have heard that Broadcom (<b>AVGO</b>) -Get Report will disappoint only to watch it beat the numbers handily. Or Marvell Tech (<b>MRVL</b>) -Get Report. Here's one that likes to run into the quarter and then sell down when it reports.</p><p><blockquote>我不知道我听过多少次博通（<b>阿夫戈</b>) -Get Report 只会让人失望，看着它轻松击败数字。或者 Marvell Tech (<b>MRVL</b>)-获取报告。这里有一个喜欢进入季度，然后在报告时卖出的人。</blockquote></p><p> Cramer said that, fortunately, Marvell didn't fall flat this time but that's the first time he's seen it hold. The only one that doesn't act terribly, he added, is Nvidia (<b>NVDA</b>) -Get Report -- \"but need I remind you that it was stalled for ages, too.\"</p><p><blockquote>克莱默说，幸运的是，Marvell这次没有倒下，但这是他第一次看到它坚持下去。他补充说，唯一表现不错的是英伟达（<b>NVDA</b>）——得到报告——“但需要我提醒你，它也被搁置了很久。”</blockquote></p><p> It’s worth noting that a semiconductor’s natural state is to rise up as its temperature goes up. That’s not happening right now and it’s vexing to investors who otherwise may be sector buyers, Cramer noted. Still, the upside value shouldn’t be ignored, he added.</p><p><blockquote>值得注意的是，半导体的自然状态是随着温度的升高而升高。克莱默指出，这种情况现在还没有发生，这让原本可能是该行业买家的投资者感到困扰。不过，他补充说，上行价值不容忽视。</blockquote></p><p> \"This fabulous group is a ball of confusion until you look where they come from,\" Cramer says.</p><p><blockquote>“这个出色的团体是一个混乱的球，直到你看到他们来自哪里，”克莱默说。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/jim-cramer/cramer-chip-sectors-contradictions-amd-nvidia-intel\">The Street</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":{"INTC":"英特尔","NVDA":"英伟达","AMD":"美国超微公司"},"source_url":"https://www.thestreet.com/jim-cramer/cramer-chip-sectors-contradictions-amd-nvidia-intel","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181685430","content_text":"With the chip shortage, these stocks are making investors nervous, but keep them on your radar, Cramer says.\n\nThe semiconductor industry is a “ball of confusion” to investors, just when market mavens crave some stability from chip makers.\nThat’s causing angst among investors, who should be buying semiconductors right now but can’t—or won’t—pull the trigger, TheStreet's Jim Cramer noted in a recent Real Money column.\nOne big chip maker stands out in that regard, Cramer said.\n\"Take Advanced Micro (AMD) -Get Report. This one has wandered in the wilderness for months as Intel's (INTC) -Get Report CEO Pat Gelsinger talks a big game about ending the reign of the upstart. It doesn't matter that CEO Lisa Su has a monster lead on Intel now. Pat loves to say that Intel's back and we want that. The fact is, though, that AMD is still the leader and Su is not going to fight back with words, she is going to fight back with chips.\n\"Su did give an interview this week where she talked about how well they were doing and acknowledged the chip shortage. I thought the stock should go up on the story and instead it got hammered. Finally we are getting nervous about the Xilinx approval. We have been waiting and waiting. All that amounts to a stalled stock with a downward bias.\"\nCramer also pointed to Texas Instruments (TXN) -Get Report and Analog Devices (ADI) -Get Report as two additional industry culprits who should represent buying opportunities, but are too “harrowing” to be bought right now. Other semiconductor stocks are in the same state of suspension, but should also be on investor radar screens.\nThis from Cramer:\nI can't tell you how many times I have heard that Broadcom (AVGO) -Get Report will disappoint only to watch it beat the numbers handily. Or Marvell Tech (MRVL) -Get Report. Here's one that likes to run into the quarter and then sell down when it reports.\nCramer said that, fortunately, Marvell didn't fall flat this time but that's the first time he's seen it hold. The only one that doesn't act terribly, he added, is Nvidia (NVDA) -Get Report -- \"but need I remind you that it was stalled for ages, too.\"\nIt’s worth noting that a semiconductor’s natural state is to rise up as its temperature goes up. That’s not happening right now and it’s vexing to investors who otherwise may be sector buyers, Cramer noted. Still, the upside value shouldn’t be ignored, he added.\n\"This fabulous group is a ball of confusion until you look where they come from,\" Cramer says.","news_type":1,"symbols_score_info":{"INTC":0.9,"NVDA":0.9,"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":4016,"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":4,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/144745516"}
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