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2021-03-02
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Is AMD Stock A Buy After Chipmaker's Fourth-Quarter Earnings Report?<blockquote>芯片制造商发布第四季度收益报告后,AMD 股票值得买入吗?</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":362654044,"tweetId":"362654044","gmtCreate":1614635976588,"gmtModify":1703479092877,"author":{"id":3574772553430673,"idStr":"3574772553430673","authorId":3574772553430673,"authorIdStr":"3574772553430673","name":"Nickmons","avatar":"https://static.tigerbbs.com/3c2f756e4895fc35fdbf6ea956e949e5","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":8,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>Good</p></body></html>","htmlText":"<html><head></head><body><p>Good</p></body></html>","text":"Good","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/362654044","repostId":1143415407,"repostType":4,"repost":{"id":"1143415407","kind":"news","pubTimestamp":1614608364,"share":"https://www.laohunote.com/m/news/1143415407?lang=zh_CN&edition=full","pubTime":"2021-03-01 22:19","market":"us","language":"en","title":"Is AMD Stock A Buy After Chipmaker's Fourth-Quarter Earnings Report?<blockquote>芯片制造商发布第四季度收益报告后,AMD 股票值得买入吗?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143415407","media":"Investors","summary":"Advanced Micro Devices(AMD) stock is down since the chipmaker reported fourth-quarter results in lat","content":"<p><b>Advanced Micro Devices</b>(AMD) stock is down since the chipmaker reported fourth-quarter results in late January. With a pullback in shares, some investors may be wondering: Is AMD stock a buy right now?</p><p><blockquote><b>先进微器件</b>自 AMD 芯片制造商 1 月底公布第四季度业绩以来,该公司股价一直在下跌。随着股价回调,一些投资者可能想知道:AMD 股票现在值得买入吗?</blockquote></p><p> AMD has staged an amazing turnaround over the past five years, fueled by new products and improved profitability. And AMD stock has climbed as a result.</p><p><blockquote>在新产品和盈利能力提高的推动下,AMD 在过去五年中经历了惊人的转变。AMD 股价因此上涨。</blockquote></p><p> AMD competes with<b>Intel</b>(INTC) in making central processing units, or CPUs, for personal computers and servers. It also rivals<b>Nvidia</b>(NVDA) in the market for graphics processing units, or GPUs, for PCs, gaming consoles and data centers.</p><p><blockquote>AMD 与<b>英特尔</b>(INTC)为个人电脑和服务器制造中央处理器或CPU。它也是竞争对手<b>英伟达</b>(NVDA) 市场上用于 PC、游戏机和数据中心的图形处理单元 (GPU)。</blockquote></p><p> Founded in May 1969, AMD went public in September 1972. AMD shifted to a fabless semiconductor business in March 2009 by spinning off its factories into a joint venture called GlobalFoundries.</p><p><blockquote>AMD 成立于 1969 年 5 月,1972 年 9 月上市。2009 年 3 月,AMD 将其工厂分拆为一家名为 GlobalFoundries 的合资企业,转向无晶圆厂半导体业务。</blockquote></p><p> <b>Chief Executive Lisa Su Making A Difference</b></p><p><blockquote><b>首席执行官苏丽莎有所作为</b></blockquote></p><p> Current Chief Executive Lisa Su took the reins in October 2014. She shepherded the Santa Clara, Calif.-based company into a new era with its Ryzen PC processors and Epyc server chips in 2017.</p><p><blockquote>现任首席执行官苏丽莎于2014年10月接任。2017年,她凭借锐龙PC处理器和Epyc服务器芯片,将这家总部位于加利福尼亚州圣克拉拉的公司带入了一个新时代。</blockquote></p><p> Under her supervision, AMD jumped ahead of Intel in making CPUs at smaller node sizes, giving its products an edge in speed and performance. AMD is making chips at 7-nanometer scale, while Intel has struggled to make chips at 10-nanometer scale. AMD is now developing chips at 5-nanometer scale. Circuit widths on chips are measured in nanometers, which are one-billionth of a meter.</p><p><blockquote>在她的监督下,AMD 在制造更小节点尺寸的 CPU 方面领先于英特尔,使其产品在速度和性能方面具有优势。AMD正在制造7纳米尺度的芯片,而英特尔一直在努力制造10纳米尺度的芯片。AMD现在正在开发5纳米级的芯片。芯片上的电路宽度以纳米为单位,是十亿分之一米。</blockquote></p><p> On July 23,Intel announced a six-month delayin production of its already behind-schedule 7-nanometer processors. Intel now expects to ship its first 7-nanometer processors in late 2022 or early 2023. By that time, AMD could be making 3-nanometer processors, analysts said.</p><p><blockquote>7月23日,英特尔宣布将其已经落后于计划的7纳米处理器的生产推迟6个月。英特尔目前预计将于 2022 年底或 2023 年初出货首批 7 纳米处理器。分析师表示,到那时,AMD 可能会生产 3 纳米处理器。</blockquote></p><p> The situation has helped AMD take market share from Intel in PCs and servers. Those gains have buoyed AMD stock.</p><p><blockquote>这种情况帮助AMD从英特尔手中夺取了个人电脑和服务器的市场份额。这些涨幅提振了 AMD 股价。</blockquote></p><p> Chip foundry <b>Taiwan Semiconductor Manufacturing</b>(TSM) produces AMD's chips.</p><p><blockquote>芯片铸造<b>台积电</b>(TSM)生产 AMD 芯片。</blockquote></p><p> Su also is overseeing a potentially transformative acquisition. On Oct. 27, AMD announced an all-stock deal worth $35 billion to buy<b>Xilinx</b>(XLNX) to expand its growing data-center business. However, AMD stock fell on theXilinx acquisition news. Critics said the acquisition complicates AMD's \"clean\" investor story around market share gains in processors.</p><p><blockquote>苏还在监督一项潜在的变革性收购。10 月 27 日,AMD 宣布进行价值 350 亿美元的全股票交易<b>赛灵思</b>(XLNX) 将扩展其不断增长的数据中心业务。然而,AMD 股价因 theXilinx 收购消息而下跌。批评人士表示,此次收购使 AMD 围绕处理器市场份额增长的“干净”投资者故事变得复杂。</blockquote></p><p> <b>Intel Losing Market Share To AMD</b></p><p><blockquote><b>英特尔将市场份额输给 AMD</b></blockquote></p><p> In the fourth quarter, Intel regained market share from AMD in CPUs for desktop and notebook PCs, according to Mercury Research. That ended a three-year streak of market share gains by AMD in the PC segment on a quarter-to-quarter basis. AMD also suffered supply constraints with its contract manufacturer in the period.</p><p><blockquote>根据 Mercury Research 的数据,第四季度,英特尔从 AMD 手中夺回了台式机和笔记本电脑 CPU 的市场份额。这结束了 AMD 在 PC 领域连续三年的市场份额环比增长。在此期间,AMD 还面临与其合同制造商的供应限制。</blockquote></p><p> AMD's unit share of desktop PC processor sales was 19.3% in the fourth quarter, down from 20.1% in the third quarter. However, it was up from 18.3% in the year-earlier period.</p><p><blockquote>AMD第四季度台式机处理器销量的单位份额为19.3%,低于第三季度的20.1%。然而,这一比例高于去年同期的 18.3%。</blockquote></p><p> AMD's unit share of notebook PC processor sales was 19% in the December quarter, down from 20.2% in the September quarter. But it was up from 16.2% in the year-earlier period.</p><p><blockquote>12 月份季度,AMD 笔记本电脑处理器销量的单位份额为 19%,低于 9 月份季度的 20.2%。但高于去年同期的 16.2%。</blockquote></p><p> However, AMD continued to gain share in CPUs for servers during the fourth quarter. Its server CPU market share was 7.1% in the December quarter. That compares with 6.6% in the September quarter and 4.5% in the year-earlier quarter, Mercury said.</p><p><blockquote>然而,AMD在第四季度继续增加服务器CPU的份额。12 月份季度,其服务器 CPU 市场份额为 7.1%。Mercury 表示,相比之下,9 月份季度为 6.6%,去年同期为 4.5%。</blockquote></p><p> <b>Advanced Micro Devices News: New PC, Gaming Chips</b></p><p><blockquote><b>Advanced Micro Devices 新闻:新型 PC、游戏芯片</b></blockquote></p><p> On Oct. 8, AMD introduced its next-generation Ryzen processors for desktop computers. It described itsRyzen 5000 series central processing unitsas the \"fastest gaming CPUs in the world.\" The Ryzen 5000 series products are aimed at PC gamers and content creators.</p><p><blockquote>10月8日,AMD推出了用于台式机的下一代锐龙处理器。它将其锐龙5000系列中央处理器描述为“世界上最快的游戏CPU”锐龙5000系列产品面向PC游戏玩家和内容创作者。</blockquote></p><p> On Jan. 12, during a keynote speech at the virtual CES 2021 tech conference, Chief Executive Su introduced the company's newRyzen 5000 Series mobile processors. She called the chips \"the most powerful PC processors ever built for ultrathin and gaming notebooks.\" However, AMD stock fell 2% that day.</p><p><blockquote>1月12日,在虚拟CES 2021技术大会的主题演讲中,首席执行官苏介绍了该公司的newRyzen 5000系列移动处理器。她称这些芯片是“有史以来为超薄和游戏笔记本电脑打造的最强大的 PC 处理器”。不过,AMD股价当天下跌2%。</blockquote></p><p> The next potential catalyst for AMD stock will be March 3. On that date, AMD plans to introduce the newest addition to its Radeon RX family of high-performance graphic cards.</p><p><blockquote>AMD 股票的下一个潜在催化剂将是 3 月 3 日。在那一天,AMD计划推出其镭龙RX系列高性能显卡的最新成员。</blockquote></p><p> <b>AMD Fundamental Analysis</b></p><p><blockquote><b>AMD基本面分析</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/9c60b5a17f32fbcdbeaf44cd79b85591\" tg-width=\"818\" tg-height=\"418\">Late Jan. 26,AMD reported better-than-expected fourth-quarter results, thanks to strong demand for PC, gaming and data center products. But AMD stock fell 6.2% the next day.</p><p><blockquote>1 月 26 日下旬,得益于对 PC、游戏和数据中心产品的强劲需求,AMD 公布了好于预期的第四季度业绩。但AMD股价第二天下跌6.2%。</blockquote></p><p> AMD earned an adjusted 52 cents a share on sales of $3.24 billion in the December quarter. Analysts expected AMD earnings of 47 cents a share on sales of $3.02 billion. On a year-over-year basis, AMD earnings rose 63% while sales climbed 53%.</p><p><blockquote>AMD 调整后每股收益为 52 美分,12 月份季度销售额为 32.4 亿美元。分析师预计 AMD 每股收益为 47 美分,销售额为 30.2 亿美元。与去年同期相比,AMD 盈利增长 63%,销售额增长 53%。</blockquote></p><p> For the current quarter, AMD expects to generate revenue of $3.2 billion, up 79% from the year-earlier period. Wall Street analysts predicted AMD sales of $2.73 billion in the first quarter.</p><p><blockquote>本季度,AMD 预计收入为 32 亿美元,比去年同期增长 79%。华尔街分析师预测AMD第一季度销售额为27.3亿美元。</blockquote></p><p></p><p> For the full year, AMD expects sales to rise 37% to $13.38 billion. Analysts had been looking for 2021 revenue of $12.24 billion.</p><p><blockquote>AMD 预计全年销售额将增长 37%,达到 133.8 亿美元。分析师一直预计 2021 年收入为 122.4 亿美元。</blockquote></p><p> At least six Wall Street analysts raised their price targets on AMD stock after the company's earnings report.</p><p><blockquote>AMD 财报发布后,至少六名华尔街分析师上调了该公司股票的目标价。</blockquote></p><p> <b>AMD Stock Technical Analysis</b></p><p><blockquote><b>AMD 股票技术分析</b></blockquote></p><p> AMD stock sank to a nearly four-decade low of 1.61 a share in July 2015 before starting its epic recovery.</p><p><blockquote>2015 年 7 月,AMD 股价跌至每股 1.61 美元的近四十年来最低点,随后开始史诗般的复苏。</blockquote></p><p> On Nov. 30, AMD stock broke out of a fourth-stage,double-bottom basewith abuy pointof 88.82, according toIBD MarketSmithcharts. It notched a record high of 99.23 on Jan. 11.</p><p><blockquote>根据 IBD MarketSmithcharts 的数据,11 月 30 日,AMD 股价突破第四阶段双底基础,abuy 点为 88.82。1月11日创下99.23的历史新高。</blockquote></p><p> For two months after itsbreakout, AMD stock traded in and out of the5% chase zone. However, it triggered around-trip sell signalafter retreating from a breakout gain of more than 10% back to below the buy point.</p><p><blockquote>突破后的两个月里,AMD 股价在 5% 的追逐区域内进进出出。然而,在从超过 10% 的突破涨幅回落至买点以下后,它触发了往返卖出信号。</blockquote></p><p> AMD stock flashed anothersell signalon Feb. 23 when it dropped 7% to 8% below the buy point of its breakout. It ended the regular session Feb. 26 in the sell zone at 84.51.</p><p><blockquote>2 月 23 日,AMD 股票再次发出卖出信号,当时该股跌至突破时的买入点位下方 7% 至 8%。它在 2 月 26 日的常规交易中以 84.51 的卖出区域结束。</blockquote></p><p> AMD stock has anIBD Relative Strength Ratingof 62. That means it has outperformed 62% of stocks on the market over the past 12 months. The best growth stocks typically have RS Ratings of at least 80. And AMD'srelative strength linehas declined since mid-December as it underperforms the S&P 500 index.</p><p><blockquote>AMD 股票的 anIBD 相对强度评级为 62。这意味着在过去 12 个月中,它的表现优于市场上 62% 的股票。最好的成长型股票的 RS 评级通常至少为 80。自 12 月中旬以来,AMD 的相对强弱线一直在下降,因为它的表现逊于标普500指数。</blockquote></p><p> It has anIBD Accumulation/Distribution Ratingof B-, indicating some institutional buying of AMD shares.</p><p><blockquote>它的 anIBD 累积/分配评级为 B-,表明一些机构购买了 AMD 股票。</blockquote></p><p> AMD stock is on theIBD 50 listof top-performing growth stocks.</p><p><blockquote>AMD 股票入选 IBD 50 最佳成长型股票名单。</blockquote></p><p> <b>Is AMD Stock A Buy Right Now?</b></p><p><blockquote><b>AMD 股票现在值得买入吗?</b></blockquote></p><p> AMD stock is not a buy right now. It is trading well below its50-day moving average line, a negative sign.</p><p><blockquote>AMD 股票目前不值得买入。它的交易价格远低于 50 天移动平均线,这是一个负面信号。</blockquote></p><p> AMD stock will need to form anew basein theright market conditionsbefore setting a new potential buy point. Check outIBD's Big Picture columnfor the current market direction.</p><p><blockquote>AMD 股票需要在正确的市场条件下形成新的市场基础,然后才能设定新的潜在买入点。查看UTIBD的大图专栏,了解当前的市场方向。</blockquote></p><p> AMD stock has anIBD Composite Ratingof 95 out of a best-possible 99. IBD's Composite Rating combines five separate proprietary ratings into one easy-to-use rating. The best growth stocks have a Composite Rating of 90 or better.</p><p><blockquote>AMD 股票的 anIBD 综合评级为 95 分(满分 99 分)。IBD的综合评级将五个独立的专有评级合并为一个易于使用的评级。最好的成长型股票的综合评级为 90 或更高。</blockquote></p><p> TheIBD Stock Checkuptool ranks AMD in fourth place in IBD's fabless semiconductor industry group. So, there are better stocks in the group to consider.</p><p><blockquote>IBD 股票检查工具将 AMD 在 IBD 无晶圆厂半导体行业组中排名第四。所以,小组中有更好的股票可以考虑。</blockquote></p><p> Also, the fabless chipmaker group ranks No. 88 out of 197 industry groups that IBD tracks. Growth stock investors should focus on leading stocks in the top 40 industry groups.</p><p><blockquote>此外,这家无晶圆厂芯片制造商集团在 IBD 追踪的 197 个行业集团中排名第 88 位。成长股投资者应重点关注前40名行业组中的龙头股。</blockquote></p><p> To find thebest stocks to buy or watch, check outIBD Stock Listsas well as IBD'sLeaderboard,MarketSmithandSwingTraderplatforms.</p><p><blockquote>要找到最值得购买或关注的股票,请查看 IBD 股票列表以及 IBD 排行榜、MarketSmithandSwingTraderplatforms。</blockquote></p><p></p>","source":"lsy1610449120050","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>Is AMD Stock A Buy After Chipmaker's Fourth-Quarter Earnings Report?<blockquote>芯片制造商发布第四季度收益报告后,AMD 股票值得买入吗?</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\">\nIs AMD Stock A Buy After Chipmaker's Fourth-Quarter Earnings Report?<blockquote>芯片制造商发布第四季度收益报告后,AMD 股票值得买入吗?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Investors</strong><span class=\"h-time small\">2021-03-01 22:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Advanced Micro Devices</b>(AMD) stock is down since the chipmaker reported fourth-quarter results in late January. With a pullback in shares, some investors may be wondering: Is AMD stock a buy right now?</p><p><blockquote><b>先进微器件</b>自 AMD 芯片制造商 1 月底公布第四季度业绩以来,该公司股价一直在下跌。随着股价回调,一些投资者可能想知道:AMD 股票现在值得买入吗?</blockquote></p><p> AMD has staged an amazing turnaround over the past five years, fueled by new products and improved profitability. And AMD stock has climbed as a result.</p><p><blockquote>在新产品和盈利能力提高的推动下,AMD 在过去五年中经历了惊人的转变。AMD 股价因此上涨。</blockquote></p><p> AMD competes with<b>Intel</b>(INTC) in making central processing units, or CPUs, for personal computers and servers. It also rivals<b>Nvidia</b>(NVDA) in the market for graphics processing units, or GPUs, for PCs, gaming consoles and data centers.</p><p><blockquote>AMD 与<b>英特尔</b>(INTC)为个人电脑和服务器制造中央处理器或CPU。它也是竞争对手<b>英伟达</b>(NVDA) 市场上用于 PC、游戏机和数据中心的图形处理单元 (GPU)。</blockquote></p><p> Founded in May 1969, AMD went public in September 1972. AMD shifted to a fabless semiconductor business in March 2009 by spinning off its factories into a joint venture called GlobalFoundries.</p><p><blockquote>AMD 成立于 1969 年 5 月,1972 年 9 月上市。2009 年 3 月,AMD 将其工厂分拆为一家名为 GlobalFoundries 的合资企业,转向无晶圆厂半导体业务。</blockquote></p><p> <b>Chief Executive Lisa Su Making A Difference</b></p><p><blockquote><b>首席执行官苏丽莎有所作为</b></blockquote></p><p> Current Chief Executive Lisa Su took the reins in October 2014. She shepherded the Santa Clara, Calif.-based company into a new era with its Ryzen PC processors and Epyc server chips in 2017.</p><p><blockquote>现任首席执行官苏丽莎于2014年10月接任。2017年,她凭借锐龙PC处理器和Epyc服务器芯片,将这家总部位于加利福尼亚州圣克拉拉的公司带入了一个新时代。</blockquote></p><p> Under her supervision, AMD jumped ahead of Intel in making CPUs at smaller node sizes, giving its products an edge in speed and performance. AMD is making chips at 7-nanometer scale, while Intel has struggled to make chips at 10-nanometer scale. AMD is now developing chips at 5-nanometer scale. Circuit widths on chips are measured in nanometers, which are one-billionth of a meter.</p><p><blockquote>在她的监督下,AMD 在制造更小节点尺寸的 CPU 方面领先于英特尔,使其产品在速度和性能方面具有优势。AMD正在制造7纳米尺度的芯片,而英特尔一直在努力制造10纳米尺度的芯片。AMD现在正在开发5纳米级的芯片。芯片上的电路宽度以纳米为单位,是十亿分之一米。</blockquote></p><p> On July 23,Intel announced a six-month delayin production of its already behind-schedule 7-nanometer processors. Intel now expects to ship its first 7-nanometer processors in late 2022 or early 2023. By that time, AMD could be making 3-nanometer processors, analysts said.</p><p><blockquote>7月23日,英特尔宣布将其已经落后于计划的7纳米处理器的生产推迟6个月。英特尔目前预计将于 2022 年底或 2023 年初出货首批 7 纳米处理器。分析师表示,到那时,AMD 可能会生产 3 纳米处理器。</blockquote></p><p> The situation has helped AMD take market share from Intel in PCs and servers. Those gains have buoyed AMD stock.</p><p><blockquote>这种情况帮助AMD从英特尔手中夺取了个人电脑和服务器的市场份额。这些涨幅提振了 AMD 股价。</blockquote></p><p> Chip foundry <b>Taiwan Semiconductor Manufacturing</b>(TSM) produces AMD's chips.</p><p><blockquote>芯片铸造<b>台积电</b>(TSM)生产 AMD 芯片。</blockquote></p><p> Su also is overseeing a potentially transformative acquisition. On Oct. 27, AMD announced an all-stock deal worth $35 billion to buy<b>Xilinx</b>(XLNX) to expand its growing data-center business. However, AMD stock fell on theXilinx acquisition news. Critics said the acquisition complicates AMD's \"clean\" investor story around market share gains in processors.</p><p><blockquote>苏还在监督一项潜在的变革性收购。10 月 27 日,AMD 宣布进行价值 350 亿美元的全股票交易<b>赛灵思</b>(XLNX) 将扩展其不断增长的数据中心业务。然而,AMD 股价因 theXilinx 收购消息而下跌。批评人士表示,此次收购使 AMD 围绕处理器市场份额增长的“干净”投资者故事变得复杂。</blockquote></p><p> <b>Intel Losing Market Share To AMD</b></p><p><blockquote><b>英特尔将市场份额输给 AMD</b></blockquote></p><p> In the fourth quarter, Intel regained market share from AMD in CPUs for desktop and notebook PCs, according to Mercury Research. That ended a three-year streak of market share gains by AMD in the PC segment on a quarter-to-quarter basis. AMD also suffered supply constraints with its contract manufacturer in the period.</p><p><blockquote>根据 Mercury Research 的数据,第四季度,英特尔从 AMD 手中夺回了台式机和笔记本电脑 CPU 的市场份额。这结束了 AMD 在 PC 领域连续三年的市场份额环比增长。在此期间,AMD 还面临与其合同制造商的供应限制。</blockquote></p><p> AMD's unit share of desktop PC processor sales was 19.3% in the fourth quarter, down from 20.1% in the third quarter. However, it was up from 18.3% in the year-earlier period.</p><p><blockquote>AMD第四季度台式机处理器销量的单位份额为19.3%,低于第三季度的20.1%。然而,这一比例高于去年同期的 18.3%。</blockquote></p><p> AMD's unit share of notebook PC processor sales was 19% in the December quarter, down from 20.2% in the September quarter. But it was up from 16.2% in the year-earlier period.</p><p><blockquote>12 月份季度,AMD 笔记本电脑处理器销量的单位份额为 19%,低于 9 月份季度的 20.2%。但高于去年同期的 16.2%。</blockquote></p><p> However, AMD continued to gain share in CPUs for servers during the fourth quarter. Its server CPU market share was 7.1% in the December quarter. That compares with 6.6% in the September quarter and 4.5% in the year-earlier quarter, Mercury said.</p><p><blockquote>然而,AMD在第四季度继续增加服务器CPU的份额。12 月份季度,其服务器 CPU 市场份额为 7.1%。Mercury 表示,相比之下,9 月份季度为 6.6%,去年同期为 4.5%。</blockquote></p><p> <b>Advanced Micro Devices News: New PC, Gaming Chips</b></p><p><blockquote><b>Advanced Micro Devices 新闻:新型 PC、游戏芯片</b></blockquote></p><p> On Oct. 8, AMD introduced its next-generation Ryzen processors for desktop computers. It described itsRyzen 5000 series central processing unitsas the \"fastest gaming CPUs in the world.\" The Ryzen 5000 series products are aimed at PC gamers and content creators.</p><p><blockquote>10月8日,AMD推出了用于台式机的下一代锐龙处理器。它将其锐龙5000系列中央处理器描述为“世界上最快的游戏CPU”锐龙5000系列产品面向PC游戏玩家和内容创作者。</blockquote></p><p> On Jan. 12, during a keynote speech at the virtual CES 2021 tech conference, Chief Executive Su introduced the company's newRyzen 5000 Series mobile processors. She called the chips \"the most powerful PC processors ever built for ultrathin and gaming notebooks.\" However, AMD stock fell 2% that day.</p><p><blockquote>1月12日,在虚拟CES 2021技术大会的主题演讲中,首席执行官苏介绍了该公司的newRyzen 5000系列移动处理器。她称这些芯片是“有史以来为超薄和游戏笔记本电脑打造的最强大的 PC 处理器”。不过,AMD股价当天下跌2%。</blockquote></p><p> The next potential catalyst for AMD stock will be March 3. On that date, AMD plans to introduce the newest addition to its Radeon RX family of high-performance graphic cards.</p><p><blockquote>AMD 股票的下一个潜在催化剂将是 3 月 3 日。在那一天,AMD计划推出其镭龙RX系列高性能显卡的最新成员。</blockquote></p><p> <b>AMD Fundamental Analysis</b></p><p><blockquote><b>AMD基本面分析</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/9c60b5a17f32fbcdbeaf44cd79b85591\" tg-width=\"818\" tg-height=\"418\">Late Jan. 26,AMD reported better-than-expected fourth-quarter results, thanks to strong demand for PC, gaming and data center products. But AMD stock fell 6.2% the next day.</p><p><blockquote>1 月 26 日下旬,得益于对 PC、游戏和数据中心产品的强劲需求,AMD 公布了好于预期的第四季度业绩。但AMD股价第二天下跌6.2%。</blockquote></p><p> AMD earned an adjusted 52 cents a share on sales of $3.24 billion in the December quarter. Analysts expected AMD earnings of 47 cents a share on sales of $3.02 billion. On a year-over-year basis, AMD earnings rose 63% while sales climbed 53%.</p><p><blockquote>AMD 调整后每股收益为 52 美分,12 月份季度销售额为 32.4 亿美元。分析师预计 AMD 每股收益为 47 美分,销售额为 30.2 亿美元。与去年同期相比,AMD 盈利增长 63%,销售额增长 53%。</blockquote></p><p> For the current quarter, AMD expects to generate revenue of $3.2 billion, up 79% from the year-earlier period. Wall Street analysts predicted AMD sales of $2.73 billion in the first quarter.</p><p><blockquote>本季度,AMD 预计收入为 32 亿美元,比去年同期增长 79%。华尔街分析师预测AMD第一季度销售额为27.3亿美元。</blockquote></p><p></p><p> For the full year, AMD expects sales to rise 37% to $13.38 billion. Analysts had been looking for 2021 revenue of $12.24 billion.</p><p><blockquote>AMD 预计全年销售额将增长 37%,达到 133.8 亿美元。分析师一直预计 2021 年收入为 122.4 亿美元。</blockquote></p><p> At least six Wall Street analysts raised their price targets on AMD stock after the company's earnings report.</p><p><blockquote>AMD 财报发布后,至少六名华尔街分析师上调了该公司股票的目标价。</blockquote></p><p> <b>AMD Stock Technical Analysis</b></p><p><blockquote><b>AMD 股票技术分析</b></blockquote></p><p> AMD stock sank to a nearly four-decade low of 1.61 a share in July 2015 before starting its epic recovery.</p><p><blockquote>2015 年 7 月,AMD 股价跌至每股 1.61 美元的近四十年来最低点,随后开始史诗般的复苏。</blockquote></p><p> On Nov. 30, AMD stock broke out of a fourth-stage,double-bottom basewith abuy pointof 88.82, according toIBD MarketSmithcharts. It notched a record high of 99.23 on Jan. 11.</p><p><blockquote>根据 IBD MarketSmithcharts 的数据,11 月 30 日,AMD 股价突破第四阶段双底基础,abuy 点为 88.82。1月11日创下99.23的历史新高。</blockquote></p><p> For two months after itsbreakout, AMD stock traded in and out of the5% chase zone. However, it triggered around-trip sell signalafter retreating from a breakout gain of more than 10% back to below the buy point.</p><p><blockquote>突破后的两个月里,AMD 股价在 5% 的追逐区域内进进出出。然而,在从超过 10% 的突破涨幅回落至买点以下后,它触发了往返卖出信号。</blockquote></p><p> AMD stock flashed anothersell signalon Feb. 23 when it dropped 7% to 8% below the buy point of its breakout. It ended the regular session Feb. 26 in the sell zone at 84.51.</p><p><blockquote>2 月 23 日,AMD 股票再次发出卖出信号,当时该股跌至突破时的买入点位下方 7% 至 8%。它在 2 月 26 日的常规交易中以 84.51 的卖出区域结束。</blockquote></p><p> AMD stock has anIBD Relative Strength Ratingof 62. That means it has outperformed 62% of stocks on the market over the past 12 months. The best growth stocks typically have RS Ratings of at least 80. And AMD'srelative strength linehas declined since mid-December as it underperforms the S&P 500 index.</p><p><blockquote>AMD 股票的 anIBD 相对强度评级为 62。这意味着在过去 12 个月中,它的表现优于市场上 62% 的股票。最好的成长型股票的 RS 评级通常至少为 80。自 12 月中旬以来,AMD 的相对强弱线一直在下降,因为它的表现逊于标普500指数。</blockquote></p><p> It has anIBD Accumulation/Distribution Ratingof B-, indicating some institutional buying of AMD shares.</p><p><blockquote>它的 anIBD 累积/分配评级为 B-,表明一些机构购买了 AMD 股票。</blockquote></p><p> AMD stock is on theIBD 50 listof top-performing growth stocks.</p><p><blockquote>AMD 股票入选 IBD 50 最佳成长型股票名单。</blockquote></p><p> <b>Is AMD Stock A Buy Right Now?</b></p><p><blockquote><b>AMD 股票现在值得买入吗?</b></blockquote></p><p> AMD stock is not a buy right now. It is trading well below its50-day moving average line, a negative sign.</p><p><blockquote>AMD 股票目前不值得买入。它的交易价格远低于 50 天移动平均线,这是一个负面信号。</blockquote></p><p> AMD stock will need to form anew basein theright market conditionsbefore setting a new potential buy point. Check outIBD's Big Picture columnfor the current market direction.</p><p><blockquote>AMD 股票需要在正确的市场条件下形成新的市场基础,然后才能设定新的潜在买入点。查看UTIBD的大图专栏,了解当前的市场方向。</blockquote></p><p> AMD stock has anIBD Composite Ratingof 95 out of a best-possible 99. IBD's Composite Rating combines five separate proprietary ratings into one easy-to-use rating. The best growth stocks have a Composite Rating of 90 or better.</p><p><blockquote>AMD 股票的 anIBD 综合评级为 95 分(满分 99 分)。IBD的综合评级将五个独立的专有评级合并为一个易于使用的评级。最好的成长型股票的综合评级为 90 或更高。</blockquote></p><p> TheIBD Stock Checkuptool ranks AMD in fourth place in IBD's fabless semiconductor industry group. So, there are better stocks in the group to consider.</p><p><blockquote>IBD 股票检查工具将 AMD 在 IBD 无晶圆厂半导体行业组中排名第四。所以,小组中有更好的股票可以考虑。</blockquote></p><p> Also, the fabless chipmaker group ranks No. 88 out of 197 industry groups that IBD tracks. Growth stock investors should focus on leading stocks in the top 40 industry groups.</p><p><blockquote>此外,这家无晶圆厂芯片制造商集团在 IBD 追踪的 197 个行业集团中排名第 88 位。成长股投资者应重点关注前40名行业组中的龙头股。</blockquote></p><p> To find thebest stocks to buy or watch, check outIBD Stock Listsas well as IBD'sLeaderboard,MarketSmithandSwingTraderplatforms.</p><p><blockquote>要找到最值得购买或关注的股票,请查看 IBD 股票列表以及 IBD 排行榜、MarketSmithandSwingTraderplatforms。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.investors.com/news/technology/amd-stock-buy-now/?src=A00220\">Investors</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":{"AMD":"美国超微公司"},"source_url":"https://www.investors.com/news/technology/amd-stock-buy-now/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143415407","content_text":"Advanced Micro Devices(AMD) stock is down since the chipmaker reported fourth-quarter results in late January. With a pullback in shares, some investors may be wondering: Is AMD stock a buy right now?\nAMD has staged an amazing turnaround over the past five years, fueled by new products and improved profitability. And AMD stock has climbed as a result.\nAMD competes withIntel(INTC) in making central processing units, or CPUs, for personal computers and servers. It also rivalsNvidia(NVDA) in the market for graphics processing units, or GPUs, for PCs, gaming consoles and data centers.\nFounded in May 1969, AMD went public in September 1972. AMD shifted to a fabless semiconductor business in March 2009 by spinning off its factories into a joint venture called GlobalFoundries.\nChief Executive Lisa Su Making A Difference\nCurrent Chief Executive Lisa Su took the reins in October 2014. She shepherded the Santa Clara, Calif.-based company into a new era with its Ryzen PC processors and Epyc server chips in 2017.\nUnder her supervision, AMD jumped ahead of Intel in making CPUs at smaller node sizes, giving its products an edge in speed and performance. AMD is making chips at 7-nanometer scale, while Intel has struggled to make chips at 10-nanometer scale. AMD is now developing chips at 5-nanometer scale. Circuit widths on chips are measured in nanometers, which are one-billionth of a meter.\nOn July 23,Intel announced a six-month delayin production of its already behind-schedule 7-nanometer processors. Intel now expects to ship its first 7-nanometer processors in late 2022 or early 2023. By that time, AMD could be making 3-nanometer processors, analysts said.\nThe situation has helped AMD take market share from Intel in PCs and servers. Those gains have buoyed AMD stock.\nChip foundry Taiwan Semiconductor Manufacturing(TSM) produces AMD's chips.\nSu also is overseeing a potentially transformative acquisition. On Oct. 27, AMD announced an all-stock deal worth $35 billion to buyXilinx(XLNX) to expand its growing data-center business. However, AMD stock fell on theXilinx acquisition news. Critics said the acquisition complicates AMD's \"clean\" investor story around market share gains in processors.\nIntel Losing Market Share To AMD\nIn the fourth quarter, Intel regained market share from AMD in CPUs for desktop and notebook PCs, according to Mercury Research. That ended a three-year streak of market share gains by AMD in the PC segment on a quarter-to-quarter basis. AMD also suffered supply constraints with its contract manufacturer in the period.\nAMD's unit share of desktop PC processor sales was 19.3% in the fourth quarter, down from 20.1% in the third quarter. However, it was up from 18.3% in the year-earlier period.\nAMD's unit share of notebook PC processor sales was 19% in the December quarter, down from 20.2% in the September quarter. But it was up from 16.2% in the year-earlier period.\nHowever, AMD continued to gain share in CPUs for servers during the fourth quarter. Its server CPU market share was 7.1% in the December quarter. That compares with 6.6% in the September quarter and 4.5% in the year-earlier quarter, Mercury said.\nAdvanced Micro Devices News: New PC, Gaming Chips\nOn Oct. 8, AMD introduced its next-generation Ryzen processors for desktop computers. It described itsRyzen 5000 series central processing unitsas the \"fastest gaming CPUs in the world.\" The Ryzen 5000 series products are aimed at PC gamers and content creators.\nOn Jan. 12, during a keynote speech at the virtual CES 2021 tech conference, Chief Executive Su introduced the company's newRyzen 5000 Series mobile processors. She called the chips \"the most powerful PC processors ever built for ultrathin and gaming notebooks.\" However, AMD stock fell 2% that day.\nThe next potential catalyst for AMD stock will be March 3. On that date, AMD plans to introduce the newest addition to its Radeon RX family of high-performance graphic cards.\nAMD Fundamental Analysis\nLate Jan. 26,AMD reported better-than-expected fourth-quarter results, thanks to strong demand for PC, gaming and data center products. But AMD stock fell 6.2% the next day.\nAMD earned an adjusted 52 cents a share on sales of $3.24 billion in the December quarter. Analysts expected AMD earnings of 47 cents a share on sales of $3.02 billion. On a year-over-year basis, AMD earnings rose 63% while sales climbed 53%.\nFor the current quarter, AMD expects to generate revenue of $3.2 billion, up 79% from the year-earlier period. Wall Street analysts predicted AMD sales of $2.73 billion in the first quarter.\nFor the full year, AMD expects sales to rise 37% to $13.38 billion. Analysts had been looking for 2021 revenue of $12.24 billion.\nAt least six Wall Street analysts raised their price targets on AMD stock after the company's earnings report.\nAMD Stock Technical Analysis\nAMD stock sank to a nearly four-decade low of 1.61 a share in July 2015 before starting its epic recovery.\nOn Nov. 30, AMD stock broke out of a fourth-stage,double-bottom basewith abuy pointof 88.82, according toIBD MarketSmithcharts. It notched a record high of 99.23 on Jan. 11.\nFor two months after itsbreakout, AMD stock traded in and out of the5% chase zone. However, it triggered around-trip sell signalafter retreating from a breakout gain of more than 10% back to below the buy point.\nAMD stock flashed anothersell signalon Feb. 23 when it dropped 7% to 8% below the buy point of its breakout. It ended the regular session Feb. 26 in the sell zone at 84.51.\nAMD stock has anIBD Relative Strength Ratingof 62. That means it has outperformed 62% of stocks on the market over the past 12 months. The best growth stocks typically have RS Ratings of at least 80. And AMD'srelative strength linehas declined since mid-December as it underperforms the S&P 500 index.\nIt has anIBD Accumulation/Distribution Ratingof B-, indicating some institutional buying of AMD shares.\nAMD stock is on theIBD 50 listof top-performing growth stocks.\nIs AMD Stock A Buy Right Now?\nAMD stock is not a buy right now. It is trading well below its50-day moving average line, a negative sign.\nAMD stock will need to form anew basein theright market conditionsbefore setting a new potential buy point. Check outIBD's Big Picture columnfor the current market direction.\nAMD stock has anIBD Composite Ratingof 95 out of a best-possible 99. IBD's Composite Rating combines five separate proprietary ratings into one easy-to-use rating. The best growth stocks have a Composite Rating of 90 or better.\nTheIBD Stock Checkuptool ranks AMD in fourth place in IBD's fabless semiconductor industry group. So, there are better stocks in the group to consider.\nAlso, the fabless chipmaker group ranks No. 88 out of 197 industry groups that IBD tracks. Growth stock investors should focus on leading stocks in the top 40 industry groups.\nTo find thebest stocks to buy or watch, check outIBD Stock Listsas well as IBD'sLeaderboard,MarketSmithandSwingTraderplatforms.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":2495,"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/362654044"}
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