kohaku84
2021-04-16
Amd is innovating
Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead<blockquote>分析师警告称，英特尔重返荣耀面临代价高昂且不确定的道路，未来将面临“痛苦”</blockquote>
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Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.</p><p><blockquote>自英特尔宣布一直担任VMware Inc.首席执行官的帕特·基辛格(Pat Gelsinger)上任以来，英特尔股价已上涨21%。<a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>，将取代英特尔的头把交椅。基辛格最近为英特尔制定了扩大制造能力并推出代工业务的计划，为其他公司生产芯片，但卡索对成功的前景和成本感到担忧。</blockquote></p><p> \"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.</p><p><blockquote>“我们的表现不佳评级不仅反映了英特尔无法实现这一目标的风险，还反映了他们在追求这一目标的过程中可能会在资本支出、市场份额损失以及数据中心格局的变化方面忍受的痛苦，这将使该行业减少对英特尔的依赖，”他在给客户的一份报告中写道。</blockquote></p><p> Caso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"</p><p><blockquote>卡索担心，由于疫情，对个人电脑的需求已经“显着提前”，这最终可能导致回归均值。英特尔面临的问题是，均值回归“可能会在英特尔需要增加投资时不幸发生”。</blockquote></p><p> Even though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.</p><p><blockquote>尽管英特尔可能会获得一些政府援助，但Caso预计该公司开设代工业务的计划将耗资巨大。他写道：“因此，我们认为秋季分析师日可能会成为负面催化剂，因为投资者会为该投资买单。”此外，他怀疑该公司是否拥有在这项业务中有效竞争的技术。</blockquote></p><p> \"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.</p><p><blockquote>“对于比我们对扭亏为盈更有信心的投资者来说，我们根本看不出现在有理由下这样的赌注，因为任何扭亏为盈都需要几年的时间，许多周期性和英特尔特有的问题可能会影响估值与此同时，”卡索写道。</blockquote></p><p> He's partial to other chip names, including Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"</p><p><blockquote>他偏爱其他芯片公司，包括英伟达公司。<a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>周四，他将其评级从跑赢大盘上调至强力买入，这表明他“对短期和长期的信念”。Caso还开始报道Advanced Micro Devices Inc.<a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>给予跑赢大盘评级和100美元的目标价，认为该公司“相对于英特尔拥有持久的技术优势”。</blockquote></p><p> AMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.</p><p><blockquote>过去三个月，AMD股价下跌7%，英伟达股价上涨24%，英特尔股价上涨14%。标普500在此期间上涨了10%，而PHLX半导体指数则上涨了9%。</blockquote></p><p></p>","source":"lsy1603348471595","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>Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead<blockquote>分析师警告称，英特尔重返荣耀面临代价高昂且不确定的道路，未来将面临“痛苦”</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\">\nIntel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead<blockquote>分析师警告称，英特尔重返荣耀面临代价高昂且不确定的道路，未来将面临“痛苦”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-04-16 11:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'</p><p><blockquote>Raymond James转而看跌英特尔股价，但评级竞争对手芯片制造商英伟达“强力买入”</blockquote></p><p> Recent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.</p><p><blockquote>一位分析师周四表示，最近人们对英特尔公司新任首席执行官及其雄心勃勃的公司转型计划的热情忽视了与这家芯片制造商战略相关的风险和成本。</blockquote></p><p> Chris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.</p><p><blockquote>Raymond James的Chris Caso将英特尔股票评级从市场表现下调至表现不佳，他写道，英特尔<a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a>在试图从一系列失误中恢复过来并重新确立其在芯片领域的主导地位时，它面临着一段昂贵且不确定的旅程。</blockquote></p><p> Intel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. <a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.</p><p><blockquote>自英特尔宣布一直担任VMware Inc.首席执行官的帕特·基辛格(Pat Gelsinger)上任以来，英特尔股价已上涨21%。<a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>，将取代英特尔的头把交椅。基辛格最近为英特尔制定了扩大制造能力并推出代工业务的计划，为其他公司生产芯片，但卡索对成功的前景和成本感到担忧。</blockquote></p><p> \"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.</p><p><blockquote>“我们的表现不佳评级不仅反映了英特尔无法实现这一目标的风险，还反映了他们在追求这一目标的过程中可能会在资本支出、市场份额损失以及数据中心格局的变化方面忍受的痛苦，这将使该行业减少对英特尔的依赖，”他在给客户的一份报告中写道。</blockquote></p><p> Caso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"</p><p><blockquote>卡索担心，由于疫情，对个人电脑的需求已经“显着提前”，这最终可能导致回归均值。英特尔面临的问题是，均值回归“可能会在英特尔需要增加投资时不幸发生”。</blockquote></p><p> Even though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.</p><p><blockquote>尽管英特尔可能会获得一些政府援助，但Caso预计该公司开设代工业务的计划将耗资巨大。他写道：“因此，我们认为秋季分析师日可能会成为负面催化剂，因为投资者会为该投资买单。”此外，他怀疑该公司是否拥有在这项业务中有效竞争的技术。</blockquote></p><p> \"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.</p><p><blockquote>“对于比我们对扭亏为盈更有信心的投资者来说，我们根本看不出现在有理由下这样的赌注，因为任何扭亏为盈都需要几年的时间，许多周期性和英特尔特有的问题可能会影响估值与此同时，”卡索写道。</blockquote></p><p> He's partial to other chip names, including Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"</p><p><blockquote>他偏爱其他芯片公司，包括英伟达公司。<a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>周四，他将其评级从跑赢大盘上调至强力买入，这表明他“对短期和长期的信念”。Caso还开始报道Advanced Micro Devices Inc.<a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>给予跑赢大盘评级和100美元的目标价，认为该公司“相对于英特尔拥有持久的技术优势”。</blockquote></p><p> AMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.</p><p><blockquote>过去三个月，AMD股价下跌7%，英伟达股价上涨24%，英特尔股价上涨14%。标普500在此期间上涨了10%，而PHLX半导体指数则上涨了9%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page\">MarketWatch</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","INTC":"英特尔","NVDA":"英伟达"},"source_url":"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127865888","content_text":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.\nChris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel $(INTC)$ faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.\nIntel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. $(VMW)$, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.\n\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.\nCaso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"\nEven though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.\n\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.\nHe's partial to other chip names, including Nvidia Corp. $(NVDA)$, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. $(AMD)$ with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"\nAMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.","news_type":1,"symbols_score_info":{"INTC":0.9,"AMD":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1441,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AMD"],"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":15,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/370310441"}
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