kc0001
2021-07-20
Looking to go up!
Why AMD Stock Is Headed for $100<blockquote>为什么AMD股价将升至100美元</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":178391547,"tweetId":"178391547","gmtCreate":1626787304889,"gmtModify":1633771060544,"author":{"id":3575724178824304,"idStr":"3575724178824304","authorId":3575724178824304,"authorIdStr":"3575724178824304","name":"kc0001","avatar":"https://static.tigerbbs.com/062c8e5b423cb71c4bb39132d10309e1","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":18,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Looking to go up!</p></body></html>","htmlText":"<html><head></head><body><p>Looking to go up!</p></body></html>","text":"Looking to go up!","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/178391547","repostId":1193549178,"repostType":2,"repost":{"id":"1193549178","kind":"news","pubTimestamp":1626784018,"share":"https://www.laohu8.com/m/news/1193549178?lang=zh_CN&edition=full","pubTime":"2021-07-20 20:26","market":"us","language":"en","title":"Why AMD Stock Is Headed for $100<blockquote>为什么AMD股价将升至100美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1193549178","media":"The Street","summary":"AMD shares could be headed for $100 based on the company's expected strong sales growth, taking mark","content":"<p> <a href=\"https://laohu8.com/S/AMD\">AMD</a> shares could be headed for $100 based on the company's expected strong sales growth, taking market share away from Intel and a potential acquisition. During periods of market volatility and deteriorating breadth like we have witnessed over the past few trading sessions, it’s always a good idea to keep an eye out for buying opportunities in the strongest stocks.</p><p><blockquote><a href=\"https://laohu8.com/S/AMD\">AMD</a>基于该公司预期的强劲销售增长，从英特尔手中夺走市场份额以及潜在的收购，股价可能会升至100美元。在市场波动和广度恶化的时期，就像我们在过去几个交易日中目睹的那样，密切关注最强劲股票的买入机会总是一个好主意。</blockquote></p><p> Getting too caught up in the ebbs and flows of the indices tends to distract investors from their overall goal - generating long-term alpha by identifying businesses with innovative products and services.</p><p><blockquote>过于关注指数的涨跌往往会分散投资者对其总体目标的注意力——通过识别具有创新产品和服务的企业来创造长期阿尔法。</blockquote></p><p> For example, semiconductor stocks are a great place to look for buying opportunities on market weakness given all of the secular growth drivers that are creating opportunities for the best companies in the industry.</p><p><blockquote>例如，鉴于所有长期增长动力都在为业内最好的公司创造机会，半导体股票是在市场疲软时寻找买入机会的好地方。</blockquote></p><p> Advanced Micro Devices (<b>AMD</b>) is <a href=\"https://laohu8.com/S/AONE.U\">one</a> chip stock that really stands out, as there are plenty of catalysts specific to its business that couldhelp the stock rallyin the coming months.</p><p><blockquote>先进微设备公司（<b>AMD</b>）是<a href=\"https://laohu8.com/S/AONE.U\">一</a>芯片股确实脱颖而出，因为其业务有很多特定于其业务的催化剂可以帮助该股在未来几个月上涨。</blockquote></p><p> With substantial demand for AMD’s computer chips expected to deliver strong annual sales growth this year, a fantastic opportunity to take market share away from a rival, and a potentially groundbreaking acquisition on the horizon, there’s a good chance this stock is headed for $100 a share sooner than the current market action would lead you to believe.</p><p><blockquote>由于对AMD计算机芯片的巨大需求预计将在今年带来强劲的年度销售增长，这是从竞争对手手中夺取市场份额的绝佳机会，而且即将进行潜在的突破性收购，该股很有可能达到每股100美元。比当前的市场走势让您相信的要快。</blockquote></p><p> Let’s take a deeper look at why AMD stock could be on its way toward passing the century mark in the coming months.</p><p><blockquote>让我们更深入地了解为什么AMD股票可能在未来几个月内突破世纪大关。</blockquote></p><p> <b>Explosive Growth Across All Business Segments</b></p><p><blockquote><b>各业务板块爆发式增长</b></blockquote></p><p> When you consider all of the different forms of technology that rely on AMD’s high-powered chips, it’s easy to recognize the opportunity here.</p><p><blockquote>当您考虑依赖AMD高性能芯片的所有不同形式的技术时，很容易认识到这里的机会。</blockquote></p><p> We live in an increasingly tech-centric world, which means that the need for devices such as computers, consumer electronics and data centers is increasing at an astounding pace.</p><p><blockquote>我们生活在一个日益以技术为中心的世界，这意味着对计算机、消费电子产品和数据中心等设备的需求正在以惊人的速度增长。</blockquote></p><p> AMD designs the microprocessors that power these devices, and the company isexperiencing explosive growthacross all of its major business segments at this time.</p><p><blockquote>AMD设计了为这些设备提供动力的微处理器，该公司目前所有主要业务部门都在经历爆炸性增长。</blockquote></p><p> The company’s central processing units are essentially the brain of a computer and are seeing heavy demand thanks to data center growth and a red hot PC market.</p><p><blockquote>该公司的中央处理器本质上是计算机的大脑，由于数据中心的增长和火热的PC市场，需求强劲。</blockquote></p><p> AMD’s graphics processing units are used to increase the speed of rendering images and improve image resolution and color definition. With high growth end markets like video games and machine learning, this is another area of AMD’s business with clear upside.</p><p><blockquote>AMD的图形处理单元用于提高渲染图像的速度，提高图像分辨率和色彩清晰度。随着视频游戏和机器学习等高增长的终端市场，这是AMD业务的另一个具有明显上升空间的领域。</blockquote></p><p> For confirmation that this is a business firing on all cylinders, look no further than the company’s massive first-quarter earnings beat, as AMD’s revenue improved by 93% year over year to reach $3.45 billion.</p><p><blockquote>要证实这是一项全速运转的业务，只要看看该公司第一季度的大幅盈利就知道了，AMD的收入同比增长93%，达到34.5亿美元。</blockquote></p><p> This top-line growth was driven by higher revenue in computing and graphics and enterprise, embedded and semi-custom segments, which tells us that the company’s Ryzen, Radeon and EPYC processors are flying off the shelves.</p><p><blockquote>这一营收增长是由计算和图形以及企业、嵌入式和半定制领域收入的增加推动的，这告诉我们该公司的Ryzen、Radeon和EPYC处理器正在迅速下架。</blockquote></p><p> Given that AMD boosted its forward guidance after the first quarter and now anticipates 50% annual sales growth vs. the previously anticipated 37%, the strong earnings momentum here should play a big part in helping the stock outperform going forward.</p><p><blockquote>鉴于AMD在第一季度后提高了前瞻性指引，目前预计年销售额增长50%，而之前预期为37%，强劲的盈利势头应该会在帮助该股未来跑赢大盘方面发挥重要作用。</blockquote></p><p> <b>Gaining Market Share from Intel</b></p><p><blockquote><b>从英特尔手中夺取市场份额</b></blockquote></p><p> A few years back, it was hard to envision a scrappy chipmaker like AMD taking significant market share from a tech powerhouse like Intel(<b>INTC</b>).</p><p><blockquote>几年前，很难想象像AMD这样斗志昂扬的芯片制造商会从英特尔这样的科技巨头手中夺取重要的市场份额（<b>INTC</b>).</blockquote></p><p> However, thanks to a delay in the production of Intel’s newest generation of chips and incredibly strong data center sales in wake of the pandemic, AMD isgaining significant market sharefrom its competitor and should continue to do so going forward.</p><p><blockquote>然而，由于英特尔最新一代芯片的生产延迟以及大流行后数据中心销售异常强劲，AMD正在从竞争对手那里获得大量市场份额，并且应该会继续这样做。</blockquote></p><p> AMD competes with Intel to supply data center chips, which are in high demand across the cloud and enterprise markets with so many companies moving forward with their digital transformations.</p><p><blockquote>AMD与英特尔竞争供应数据中心芯片，随着许多公司推进数字化转型，云和企业市场对数据中心芯片的需求很高。</blockquote></p><p> The key difference between Intel and AMD here is that Intel handles the manufacturing of its chips in-house, while AMD operates with a fabless model.</p><p><blockquote>英特尔和AMD之间的主要区别在于，英特尔在内部处理芯片的制造，而AMD采用无晶圆厂模式。</blockquote></p><p> That means AMD relies on third-party foundries like Taiwan Semiconductor Manufacturing (<b>TSM</b>) to create its cutting-edge chips instead of handling the manufacturing itself.</p><p><blockquote>这意味着AMD依赖于台积电等第三方代工厂（<b>TSM</b>）来制造其尖端芯片，而不是处理制造本身。</blockquote></p><p> Intel’s chip manufacturing woes will last until early 2022, which provides AMD a nice window of opportunity to continue taking business away from Intel.</p><p><blockquote>英特尔的芯片制造困境将持续到2022年初，这为AMD提供了一个继续从英特尔手中夺走业务的绝佳机会。</blockquote></p><p> It’s worth noting that in the first quarter, AMD’s data center revenue doubled while Intel’s data center revenue declined by 20%.</p><p><blockquote>值得注意的是，第一季度AMD的数据中心收入翻了一番，而英特尔的数据中心收入下降了20%。</blockquote></p><p> Any further evidence of this shift in market share after both companies report their second-quarter earnings in late July could be a strong catalyst for AMD stock.</p><p><blockquote>在两家公司于7月底公布第二季度收益后，任何进一步的市场份额转变的证据都可能成为AMD股票的强大催化剂。</blockquote></p><p> <b>Xilinx Acquisition a Potential Game-Changer</b></p><p><blockquote><b>Xilinx收购可能改变游戏规则</b></blockquote></p><p></p><p> High-profile acquisitions can be hit or miss, but investors should certainly be intrigued byAMD’s move to acquire Xilinx (<b>XLNX</b>) , the leader in programmable logic chips that are used in data centers, machine learning, 5G, edge computing, and more.</p><p><blockquote>备受瞩目的收购可能会成功，也可能会失败，但投资者肯定会对AMD收购Xilinx的举动感兴趣（<b>XLNX</b>），用于数据中心、机器学习、5G、边缘计算等领域的可编程逻辑芯片的领导者。</blockquote></p><p> The deal is expected to close by the end of the year and could be just the catalyst the stock needs to get going.</p><p><blockquote>该交易预计将于今年年底完成，可能正是该股上涨所需的催化剂。</blockquote></p><p> There’s a lot to like about this strategic move, as it increases AMD’s total addressable market to $110 billion and won’t add a ton of debt to the company’s balance sheet.</p><p><blockquote>这一战略举措有很多值得喜欢的地方，因为它将AMD的潜在市场总额增加到1100亿美元，并且不会给公司的资产负债表增加大量债务。</blockquote></p><p> The deal could be a game-changer for AMD, as it will allow for more growth in the cloud data center market and diversify the company’s revenue streams.</p><p><blockquote>这笔交易可能会改变AMD的游戏规则，因为它将使云数据中心市场实现更多增长，并使公司的收入来源多样化。</blockquote></p><p> Although this deal still has to pass a few regulatory hurdles, it’s clear that AMD is currently generating a ton of cash and using it aggressively to develop a true industry-leading product portfolio.</p><p><blockquote>尽管这笔交易仍需通过一些监管障碍，但很明显，AMD目前正在产生大量现金，并积极利用这些现金来开发真正行业领先的产品组合。</blockquote></p><p> While AMD stock might drop in the short term amid market volatility, a dip to the 200-day moving average could end up being a great place to add shares for a move back to $100 later this year.</p><p><blockquote>虽然AMD股价可能会在短期内因市场波动而下跌，但跌至200日移动平均线可能最终成为增持股价的好地方，以便在今年晚些时候回升至100美元。</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>Why AMD Stock Is Headed for $100<blockquote>为什么AMD股价将升至100美元</blockquote></title>\n<style 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#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\">\nWhy AMD Stock Is Headed for $100<blockquote>为什么AMD股价将升至100美元</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\">2021-07-20 20:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p> <a href=\"https://laohu8.com/S/AMD\">AMD</a> shares could be headed for $100 based on the company's expected strong sales growth, taking market share away from Intel and a potential acquisition. During periods of market volatility and deteriorating breadth like we have witnessed over the past few trading sessions, it’s always a good idea to keep an eye out for buying opportunities in the strongest stocks.</p><p><blockquote><a href=\"https://laohu8.com/S/AMD\">AMD</a>基于该公司预期的强劲销售增长，从英特尔手中夺走市场份额以及潜在的收购，股价可能会升至100美元。在市场波动和广度恶化的时期，就像我们在过去几个交易日中目睹的那样，密切关注最强劲股票的买入机会总是一个好主意。</blockquote></p><p> Getting too caught up in the ebbs and flows of the indices tends to distract investors from their overall goal - generating long-term alpha by identifying businesses with innovative products and services.</p><p><blockquote>过于关注指数的涨跌往往会分散投资者对其总体目标的注意力——通过识别具有创新产品和服务的企业来创造长期阿尔法。</blockquote></p><p> For example, semiconductor stocks are a great place to look for buying opportunities on market weakness given all of the secular growth drivers that are creating opportunities for the best companies in the industry.</p><p><blockquote>例如，鉴于所有长期增长动力都在为业内最好的公司创造机会，半导体股票是在市场疲软时寻找买入机会的好地方。</blockquote></p><p> Advanced Micro Devices (<b>AMD</b>) is <a href=\"https://laohu8.com/S/AONE.U\">one</a> chip stock that really stands out, as there are plenty of catalysts specific to its business that couldhelp the stock rallyin the coming months.</p><p><blockquote>先进微设备公司（<b>AMD</b>）是<a href=\"https://laohu8.com/S/AONE.U\">一</a>芯片股确实脱颖而出，因为其业务有很多特定于其业务的催化剂可以帮助该股在未来几个月上涨。</blockquote></p><p> With substantial demand for AMD’s computer chips expected to deliver strong annual sales growth this year, a fantastic opportunity to take market share away from a rival, and a potentially groundbreaking acquisition on the horizon, there’s a good chance this stock is headed for $100 a share sooner than the current market action would lead you to believe.</p><p><blockquote>由于对AMD计算机芯片的巨大需求预计将在今年带来强劲的年度销售增长，这是从竞争对手手中夺取市场份额的绝佳机会，而且即将进行潜在的突破性收购，该股很有可能达到每股100美元。比当前的市场走势让您相信的要快。</blockquote></p><p> Let’s take a deeper look at why AMD stock could be on its way toward passing the century mark in the coming months.</p><p><blockquote>让我们更深入地了解为什么AMD股票可能在未来几个月内突破世纪大关。</blockquote></p><p> <b>Explosive Growth Across All Business Segments</b></p><p><blockquote><b>各业务板块爆发式增长</b></blockquote></p><p> When you consider all of the different forms of technology that rely on AMD’s high-powered chips, it’s easy to recognize the opportunity here.</p><p><blockquote>当您考虑依赖AMD高性能芯片的所有不同形式的技术时，很容易认识到这里的机会。</blockquote></p><p> We live in an increasingly tech-centric world, which means that the need for devices such as computers, consumer electronics and data centers is increasing at an astounding pace.</p><p><blockquote>我们生活在一个日益以技术为中心的世界，这意味着对计算机、消费电子产品和数据中心等设备的需求正在以惊人的速度增长。</blockquote></p><p> AMD designs the microprocessors that power these devices, and the company isexperiencing explosive growthacross all of its major business segments at this time.</p><p><blockquote>AMD设计了为这些设备提供动力的微处理器，该公司目前所有主要业务部门都在经历爆炸性增长。</blockquote></p><p> The company’s central processing units are essentially the brain of a computer and are seeing heavy demand thanks to data center growth and a red hot PC market.</p><p><blockquote>该公司的中央处理器本质上是计算机的大脑，由于数据中心的增长和火热的PC市场，需求强劲。</blockquote></p><p> AMD’s graphics processing units are used to increase the speed of rendering images and improve image resolution and color definition. With high growth end markets like video games and machine learning, this is another area of AMD’s business with clear upside.</p><p><blockquote>AMD的图形处理单元用于提高渲染图像的速度，提高图像分辨率和色彩清晰度。随着视频游戏和机器学习等高增长的终端市场，这是AMD业务的另一个具有明显上升空间的领域。</blockquote></p><p> For confirmation that this is a business firing on all cylinders, look no further than the company’s massive first-quarter earnings beat, as AMD’s revenue improved by 93% year over year to reach $3.45 billion.</p><p><blockquote>要证实这是一项全速运转的业务，只要看看该公司第一季度的大幅盈利就知道了，AMD的收入同比增长93%，达到34.5亿美元。</blockquote></p><p> This top-line growth was driven by higher revenue in computing and graphics and enterprise, embedded and semi-custom segments, which tells us that the company’s Ryzen, Radeon and EPYC processors are flying off the shelves.</p><p><blockquote>这一营收增长是由计算和图形以及企业、嵌入式和半定制领域收入的增加推动的，这告诉我们该公司的Ryzen、Radeon和EPYC处理器正在迅速下架。</blockquote></p><p> Given that AMD boosted its forward guidance after the first quarter and now anticipates 50% annual sales growth vs. the previously anticipated 37%, the strong earnings momentum here should play a big part in helping the stock outperform going forward.</p><p><blockquote>鉴于AMD在第一季度后提高了前瞻性指引，目前预计年销售额增长50%，而之前预期为37%，强劲的盈利势头应该会在帮助该股未来跑赢大盘方面发挥重要作用。</blockquote></p><p> <b>Gaining Market Share from Intel</b></p><p><blockquote><b>从英特尔手中夺取市场份额</b></blockquote></p><p> A few years back, it was hard to envision a scrappy chipmaker like AMD taking significant market share from a tech powerhouse like Intel(<b>INTC</b>).</p><p><blockquote>几年前，很难想象像AMD这样斗志昂扬的芯片制造商会从英特尔这样的科技巨头手中夺取重要的市场份额（<b>INTC</b>).</blockquote></p><p> However, thanks to a delay in the production of Intel’s newest generation of chips and incredibly strong data center sales in wake of the pandemic, AMD isgaining significant market sharefrom its competitor and should continue to do so going forward.</p><p><blockquote>然而，由于英特尔最新一代芯片的生产延迟以及大流行后数据中心销售异常强劲，AMD正在从竞争对手那里获得大量市场份额，并且应该会继续这样做。</blockquote></p><p> AMD competes with Intel to supply data center chips, which are in high demand across the cloud and enterprise markets with so many companies moving forward with their digital transformations.</p><p><blockquote>AMD与英特尔竞争供应数据中心芯片，随着许多公司推进数字化转型，云和企业市场对数据中心芯片的需求很高。</blockquote></p><p> The key difference between Intel and AMD here is that Intel handles the manufacturing of its chips in-house, while AMD operates with a fabless model.</p><p><blockquote>英特尔和AMD之间的主要区别在于，英特尔在内部处理芯片的制造，而AMD采用无晶圆厂模式。</blockquote></p><p> That means AMD relies on third-party foundries like Taiwan Semiconductor Manufacturing (<b>TSM</b>) to create its cutting-edge chips instead of handling the manufacturing itself.</p><p><blockquote>这意味着AMD依赖于台积电等第三方代工厂（<b>TSM</b>）来制造其尖端芯片，而不是处理制造本身。</blockquote></p><p> Intel’s chip manufacturing woes will last until early 2022, which provides AMD a nice window of opportunity to continue taking business away from Intel.</p><p><blockquote>英特尔的芯片制造困境将持续到2022年初，这为AMD提供了一个继续从英特尔手中夺走业务的绝佳机会。</blockquote></p><p> It’s worth noting that in the first quarter, AMD’s data center revenue doubled while Intel’s data center revenue declined by 20%.</p><p><blockquote>值得注意的是，第一季度AMD的数据中心收入翻了一番，而英特尔的数据中心收入下降了20%。</blockquote></p><p> Any further evidence of this shift in market share after both companies report their second-quarter earnings in late July could be a strong catalyst for AMD stock.</p><p><blockquote>在两家公司于7月底公布第二季度收益后，任何进一步的市场份额转变的证据都可能成为AMD股票的强大催化剂。</blockquote></p><p> <b>Xilinx Acquisition a Potential Game-Changer</b></p><p><blockquote><b>Xilinx收购可能改变游戏规则</b></blockquote></p><p></p><p> High-profile acquisitions can be hit or miss, but investors should certainly be intrigued byAMD’s move to acquire Xilinx (<b>XLNX</b>) , the leader in programmable logic chips that are used in data centers, machine learning, 5G, edge computing, and more.</p><p><blockquote>备受瞩目的收购可能会成功，也可能会失败，但投资者肯定会对AMD收购Xilinx的举动感兴趣（<b>XLNX</b>），用于数据中心、机器学习、5G、边缘计算等领域的可编程逻辑芯片的领导者。</blockquote></p><p> The deal is expected to close by the end of the year and could be just the catalyst the stock needs to get going.</p><p><blockquote>该交易预计将于今年年底完成，可能正是该股上涨所需的催化剂。</blockquote></p><p> There’s a lot to like about this strategic move, as it increases AMD’s total addressable market to $110 billion and won’t add a ton of debt to the company’s balance sheet.</p><p><blockquote>这一战略举措有很多值得喜欢的地方，因为它将AMD的潜在市场总额增加到1100亿美元，并且不会给公司的资产负债表增加大量债务。</blockquote></p><p> The deal could be a game-changer for AMD, as it will allow for more growth in the cloud data center market and diversify the company’s revenue streams.</p><p><blockquote>这笔交易可能会改变AMD的游戏规则，因为它将使云数据中心市场实现更多增长，并使公司的收入来源多样化。</blockquote></p><p> Although this deal still has to pass a few regulatory hurdles, it’s clear that AMD is currently generating a ton of cash and using it aggressively to develop a true industry-leading product portfolio.</p><p><blockquote>尽管这笔交易仍需通过一些监管障碍，但很明显，AMD目前正在产生大量现金，并积极利用这些现金来开发真正行业领先的产品组合。</blockquote></p><p> While AMD stock might drop in the short term amid market volatility, a dip to the 200-day moving average could end up being a great place to add shares for a move back to $100 later this year.</p><p><blockquote>虽然AMD股价可能会在短期内因市场波动而下跌，但跌至200日移动平均线可能最终成为增持股价的好地方，以便在今年晚些时候回升至100美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/amd-stock-advanced-micro-devices-trading-072021\">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","TSM":"台积电","AMD":"美国超微公司"},"source_url":"https://www.thestreet.com/investing/amd-stock-advanced-micro-devices-trading-072021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193549178","content_text":"AMD shares could be headed for $100 based on the company's expected strong sales growth, taking market share away from Intel and a potential acquisition.\n\nDuring periods of market volatility and deteriorating breadth like we have witnessed over the past few trading sessions, it’s always a good idea to keep an eye out for buying opportunities in the strongest stocks.\nGetting too caught up in the ebbs and flows of the indices tends to distract investors from their overall goal - generating long-term alpha by identifying businesses with innovative products and services.\nFor example, semiconductor stocks are a great place to look for buying opportunities on market weakness given all of the secular growth drivers that are creating opportunities for the best companies in the industry.\nAdvanced Micro Devices (AMD) is one chip stock that really stands out, as there are plenty of catalysts specific to its business that couldhelp the stock rallyin the coming months.\nWith substantial demand for AMD’s computer chips expected to deliver strong annual sales growth this year, a fantastic opportunity to take market share away from a rival, and a potentially groundbreaking acquisition on the horizon, there’s a good chance this stock is headed for $100 a share sooner than the current market action would lead you to believe.\nLet’s take a deeper look at why AMD stock could be on its way toward passing the century mark in the coming months.\nExplosive Growth Across All Business Segments\nWhen you consider all of the different forms of technology that rely on AMD’s high-powered chips, it’s easy to recognize the opportunity here.\nWe live in an increasingly tech-centric world, which means that the need for devices such as computers, consumer electronics and data centers is increasing at an astounding pace.\nAMD designs the microprocessors that power these devices, and the company isexperiencing explosive growthacross all of its major business segments at this time.\nThe company’s central processing units are essentially the brain of a computer and are seeing heavy demand thanks to data center growth and a red hot PC market.\nAMD’s graphics processing units are used to increase the speed of rendering images and improve image resolution and color definition. With high growth end markets like video games and machine learning, this is another area of AMD’s business with clear upside.\nFor confirmation that this is a business firing on all cylinders, look no further than the company’s massive first-quarter earnings beat, as AMD’s revenue improved by 93% year over year to reach $3.45 billion.\nThis top-line growth was driven by higher revenue in computing and graphics and enterprise, embedded and semi-custom segments, which tells us that the company’s Ryzen, Radeon and EPYC processors are flying off the shelves.\nGiven that AMD boosted its forward guidance after the first quarter and now anticipates 50% annual sales growth vs. the previously anticipated 37%, the strong earnings momentum here should play a big part in helping the stock outperform going forward.\nGaining Market Share from Intel\nA few years back, it was hard to envision a scrappy chipmaker like AMD taking significant market share from a tech powerhouse like Intel(INTC).\nHowever, thanks to a delay in the production of Intel’s newest generation of chips and incredibly strong data center sales in wake of the pandemic, AMD isgaining significant market sharefrom its competitor and should continue to do so going forward.\nAMD competes with Intel to supply data center chips, which are in high demand across the cloud and enterprise markets with so many companies moving forward with their digital transformations.\nThe key difference between Intel and AMD here is that Intel handles the manufacturing of its chips in-house, while AMD operates with a fabless model.\nThat means AMD relies on third-party foundries like Taiwan Semiconductor Manufacturing (TSM) to create its cutting-edge chips instead of handling the manufacturing itself.\nIntel’s chip manufacturing woes will last until early 2022, which provides AMD a nice window of opportunity to continue taking business away from Intel.\nIt’s worth noting that in the first quarter, AMD’s data center revenue doubled while Intel’s data center revenue declined by 20%.\nAny further evidence of this shift in market share after both companies report their second-quarter earnings in late July could be a strong catalyst for AMD stock.\nXilinx Acquisition a Potential Game-Changer\nHigh-profile acquisitions can be hit or miss, but investors should certainly be intrigued byAMD’s move to acquire Xilinx (XLNX) , the leader in programmable logic chips that are used in data centers, machine learning, 5G, edge computing, and more.\nThe deal is expected to close by the end of the year and could be just the catalyst the stock needs to get going.\nThere’s a lot to like about this strategic move, as it increases AMD’s total addressable market to $110 billion and won’t add a ton of debt to the company’s balance sheet.\nThe deal could be a game-changer for AMD, as it will allow for more growth in the cloud data center market and diversify the company’s revenue streams.\nAlthough this deal still has to pass a few regulatory hurdles, it’s clear that AMD is currently generating a ton of cash and using it aggressively to develop a true industry-leading product portfolio.\nWhile AMD stock might drop in the short term amid market volatility, a dip to the 200-day moving average could end up being a great place to add shares for a move back to $100 later this year.","news_type":1,"symbols_score_info":{"INTC":0.9,"AMD":0.9,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":319,"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":14,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/178391547"}
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