kslim
2021-04-26
nice article
Semiconductor Watchlist: AMD Shares Soar Amid Shortage<blockquote>半导体观察名单：AMD股价在短缺中飙升</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":374986424,"tweetId":"374986424","gmtCreate":1619409364868,"gmtModify":1634273699670,"author":{"id":3576545961773790,"idStr":"3576545961773790","authorId":3576545961773790,"authorIdStr":"3576545961773790","name":"kslim","avatar":"https://static.tigerbbs.com/2ac6c59c9e7951d444c04602b194d9e3","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":20,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>nice article</p></body></html>","htmlText":"<html><head></head><body><p>nice article</p></body></html>","text":"nice article","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/374986424","repostId":1143429933,"repostType":2,"repost":{"id":"1143429933","kind":"news","pubTimestamp":1619135800,"share":"https://www.laohu8.com/m/news/1143429933?lang=zh_CN&edition=full","pubTime":"2021-04-23 07:56","market":"us","language":"en","title":"Semiconductor Watchlist: AMD Shares Soar Amid Shortage<blockquote>半导体观察名单：AMD股价在短缺中飙升</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143429933","media":"The Street","summary":"See buy or sell recommendations for Nvidia, Qualcomm, Nxp, Broadcom, Taiwan Semiconductor, and more ","content":"<p>See buy or sell recommendations for Nvidia, Qualcomm, Nxp, Broadcom, Taiwan Semiconductor, and more semiconductor stocks.Chip shortages are only worsening in the auto sector, according to Jim Cramer, the founder of TheStreet. Cramer has been hyperfocused on the semiconductor sector as thechip shortage impacts the overall market.</p><p><blockquote>查看英伟达、高通、恩智浦、博通、台积电和更多半导体股票的买入或卖出建议。TheStreet创始人吉姆·克莱默(Jim Cramer)表示，汽车行业的芯片短缺只会恶化。克莱默一直高度关注半导体行业随着芯片短缺影响整体市场。</blockquote></p><p>This past week, President Joe Biden hosted a semiconductor summit at the White House to discuss the shortage impacting many industries, including the auto industry.</p><p><blockquote>上周，乔·拜登总统在白宫主持了一次半导体峰会，讨论影响包括汽车行业在内的许多行业的短缺问题。</blockquote></p><p>Cramer noted ina column for Real Money this past week, \"there simply aren't enough machines being made to create more chips, even as they are working pretty much around the clock to do so.\"</p><p><blockquote>克莱默上周在《Real Money》专栏中指出，“根本没有足够的机器来制造更多芯片，尽管它们几乎全天候工作。”</blockquote></p><p>\"You think that the stocks of Applied Materials (<b>AMAT</b>) -Get Report, KLA Corporation (<b>KLA</b>), and Lam Research (<b>LRCX</b>) -Get Report would be this high otherwise?\"he added.</p><p><blockquote>“你认为应用材料的股票（<b>阿马特</b>)-Get报告，KLA公司(<b>KLA</b>），以及泛林研究（<b>LRCX</b>）-否则Get报告会这么高？”他补充道。</blockquote></p><p>Lam Research reported record fiscal third-quarter results that beat analyst estimates on Wednesday. The semiconductor equipment maker reported adjusted earnings of $7.49 on revenues of $3.85 billion for its quarter ending in March. Analysts polled by FactSet were expecting adjusted earnings of $6.62 per share on revenues of $3.72 billion.</p><p><blockquote>泛林研究周三公布了创纪录的第三财季业绩，超出了分析师的预期。这家半导体设备制造商报告称，截至3月份的季度调整后收益为7.49美元，营收为38.5亿美元。FactSet调查的分析师预计调整后每股收益为6.62美元，营收为37.2亿美元。</blockquote></p><p>“Semiconductors are reaching new heights of strategic relevance, and Lam’s differentiated ability to meet our customers’ scaling challenges positions us well amid a strong wafer fabrication spending environment,\" said Tim Archer, Lam Research’s President, and Chief Executive Officer, in a statement.</p><p><blockquote>Lam Research总裁兼首席执行官蒂姆·阿彻(Tim Archer)在一份声明中表示：“半导体的战略相关性正在达到新的高度，而Lam满足客户扩展挑战的差异化能力使我们在强劲的晶圆制造支出环境中处于有利地位。”</blockquote></p><p>Earlier this past week, on<i>TheStreet Live</i>, Cramer said, \"We can't have people laid off or out of work because of GM (<b>GM</b>) -Get Report and Ford's (<b>F</b>) -Get Report problems with a few chip companies. I hope that President Biden lobbies for all the chip companies to make the chips that we need. It's time.\"</p><p><blockquote>上周早些时候，在<i>街头直播</i>，克莱默说，“我们不能因为通用汽车（<b>GM</b>）-获取报告和福特的（<b>F</b>）-获取一些芯片公司的报告问题。我希望拜登总统游说所有芯片公司制造我们需要的芯片。是时候了。”</blockquote></p><p><i>For more in-depth coverage of the semiconductor sector including trading recommendations and investment strategies,follow Eric Jhonsa on Real Money.</i></p><p><blockquote><i>有关半导体行业的更深入报道，包括交易建议和投资策略，请关注Eric Jhonsa的Real Money。</i></blockquote></p><p>Here is a list of the semiconductor stocks to watch and their performance by percentage change at the close of trading on Wednesday, Apr. 21:</p><p><blockquote>以下是值得关注的半导体股票列表及其截至4月21日星期三收盘时的百分比变化表现：</blockquote></p><p><b>Nvidia Corp | -0.46% 5-Day</b></p><p><blockquote><b>英伟达公司|-0.46%5天</b></blockquote></p><p>Nvidia (<b>NVDA</b>) -Get Report shares were pressured Monday after Oliver Dowden, the U.K.'s secretary of state for digital, culture, media, and sport, said regulators were intervening in thesemiconductor company's proposed acquisition of Arm Ltd.</p><p><blockquote>英伟达(<b>NVDA</b>)-英国数字、文化、媒体和体育大臣奥利弗·道登(Oliver Dowden)表示监管机构正在干预这家半导体公司收购Arm Ltd的提议后，Get报告周一股价承压。</blockquote></p><p>The British government is looking at the Santa Clara, Calif., company's proposed $40 billion purchase of the British chip designer from Softbank Group SFTBY due to national security concerns</p><p><blockquote>出于国家安全考虑，英国政府正在考虑这家位于加州圣克拉拉的公司提出的以400亿美元从软银集团SFTBY手中收购这家英国芯片设计公司的提议</blockquote></p><p>Nvidia shares at the last check were down 2.7% to $619.47, but the company has been on fire lately and has drawn the praise of analysts. For instance, Raymond James analysts recentlyraised their price target to $750from $700 as they eye a rebound in enterprise spending and Nvidia’s new chip.</p><p><blockquote>上次检查时，英伟达股价下跌2.7%，至619.47美元，但该公司最近表现火爆，并受到分析师的赞扬。例如，Raymond James分析师最近将目标价从700美元上调至750美元，因为他们关注企业支出和Nvidia新芯片的反弹。</blockquote></p><p>TheStreet Quant Ratings rates Nvidiaas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将Nvidia评级为买入，评级为B。</blockquote></p><p><b>Qualcomm | +0.51% 5-Day</b></p><p><blockquote><b>高通|+0.51%5天</b></blockquote></p><p>Qualcomm (<b>QCOM</b>) -Get Report was falling 2.8% to $134.30 Monday after analysts at Susquehannadowngraded shares of the chipmakerin a bearish note on the semiconductor sector.</p><p><blockquote>高通(<b>QCOM</b>)-Get Report周一下跌2.8%，至134.30美元，此前Susquehanna分析师在对半导体行业的看跌报告中下调了该芯片制造商的股票评级。</blockquote></p><p>Qualcomm was cut to neutral from positiveand its price target was also reduced to $155 a share from $175.</p><p><blockquote>高通从正面下调至中性，目标价也从每股175美元下调至155美元。</blockquote></p><p>The firm also said thatshortages in the semiconductor industrycould lead customers to accumulate inventory or double order, which could lead to over shipments that do not reflect true demand.</p><p><blockquote>该公司还表示，半导体行业的短缺可能会导致客户积累库存或重复订单，这可能会导致无法反映真实需求的过度出货。</blockquote></p><p>Qualcomm announced this past week that it will publish thefinancial results for its second-quarter fiscal 2021on Wednesday, Apr. 28.</p><p><blockquote>高通上周宣布，将于4月28日星期三发布2021财年第二季度财务业绩。</blockquote></p><p>TheStreet Quant Ratings rates Qualcommas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将高通评级为买入，评级为B。</blockquote></p><p><b>Nxp Semiconductors | +0.22% 5-Day</b></p><p><blockquote><b>恩智浦半导体|+0.22%5天</b></blockquote></p><p>Nxp Semiconductors (<b>NXPI</b>) -Get Report wasdowngraded to equal-weightfrom overweight by analysts at Morgan Stanley this past week. The investment firm raised its price target on the company to $213 a share from $190.</p><p><blockquote>恩智浦半导体(<b>NXPI</b>)-上周，摩根士丹利分析师将跑赢大盘的Get Report评级下调至同等权重。该投资公司将该公司的目标股价从每股190美元上调至213美元。</blockquote></p><p>Nxp has outperformed broad-based suppliers by 115%, according to Morgan Stanley, and the S&P 500 by 160%, driven by itsinclusion into the S&P index in March. That rise gives NXP less room to run higher.</p><p><blockquote>根据摩根士丹利的数据，恩智浦在3月份被纳入标准普尔指数的推动下，其表现优于基础广泛的供应商115%，优于标普500 160%。这一上涨使得恩智浦走高的空间较小。</blockquote></p><p>TheStreet Quant Ratings rates NXP Semiconductorsas a Buy with a rating score of B-.</p><p><blockquote>TheStreet Quant Ratings将恩智浦半导体评级为买入，评级为B-。</blockquote></p><p><b>Advanced Micro Devices | +3.23% 5-Day</b></p><p><blockquote><b>Advanced Micro Devices|+3.23%5天</b></blockquote></p><p>Advanced Micro Devices (<b>AMD</b>) -Get Report has been trading well, likely on the back of Nvidia’s momentum, according to TheStreet's Bret Kenwell.</p><p><blockquote>先进微设备公司（<b>AMD</b>)-据TheStreet的布雷特·肯威尔(Bret Kenwell)称，Get Report的交易表现良好，这可能得益于Nvidia的势头。</blockquote></p><p>The company announced this past week that it willreport first-quarter 2021 financial resultson Tuesday, Apr. 27 after the close of the market.</p><p><blockquote>该公司上周宣布，将于4月27日星期二收盘后公布2021年第一季度财务业绩。</blockquote></p><p>The chipmaker's $35 billion deal to acquire Xilinx (<b>XLNX</b>) -Get Report was beenapproved by shareholders of both chipmakers. Under the terms, AMD will pay 1.7234 shares for each Xilinx share.</p><p><blockquote>该芯片制造商以350亿美元收购Xilinx（<b>XLNX</b>)-Get报告已获得两家芯片制造商股东的批准。根据条款，AMD将为每股Xilinx股票支付1.7234股。</blockquote></p><p></p><p>TheStreet Quant Ratings rates AMD as a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将AMD评级为买入，评级为B。</blockquote></p><p><b>Intel | -1.24% 5-Day</b></p><p><blockquote><b>英特尔|-1.24%5天</b></blockquote></p><p>Officials from Intel (<b>INTC</b>) -Get Report, Microsoft (<b>MSFT</b>) -Get Report, Alphabet (<b>GOOGL</b>) -Get Report, and General Motors (<b>GM</b>) -Get Report met with the White House earlier this month to discuss the impact aglobal semiconductor shortageis having on U.S. manufacturers.</p><p><blockquote>英特尔官员（<b>INTC</b>)-获取报告，微软(<b>MSFT</b>)-获取报告，Alphabet(<b>GOOGL</b>)-获取报告，和通用汽车(<b>GM</b>)-Get Report本月早些时候与白宫会面，讨论全球半导体短缺对美国制造商的影响。</blockquote></p><p>Last month, Intel said it wouldbuild two new chip factoriesin Arizona, as the once-dominant chipmaker tries to regain momentum and favor in the U.S.</p><p><blockquote>上个月，英特尔表示将在亚利桑那州建造两家新的芯片工厂，这家曾经占据主导地位的芯片制造商试图在美国重新获得动力和青睐。</blockquote></p><p>The companyplans to evolve into both a designer and manufacturerand next-generation computer and smartphone chips while also developing a new business -- thanks in part to a development partnership with IBM (<b>IBM</b>) -Get Report -- that allows other companies to use its Arizona hub to make their own semiconductors.</p><p><blockquote>该公司计划发展成为下一代计算机和智能手机芯片的设计者和制造商，同时开发新业务——这在一定程度上要归功于与IBM的开发合作伙伴关系（<b>IBM</b>）-获取报告-允许其他公司使用其亚利桑那州中心制造自己的半导体。</blockquote></p><p>TheStreet Quant Ratings rates Intelas a Buy with a rating score of A-.</p><p><blockquote>TheStreet Quant Ratings将英特尔评级为买入，评级为A-。</blockquote></p><p><b>Taiwan Semiconductor Manufacturing | -3.43% 5-Day</b></p><p><blockquote><b>台积电|-3.43%5天</b></blockquote></p><p>Taiwan Semiconductor Manufacturing (<b>TSM</b>) -Get Report boosted its near-term investment plans on Mar. 31,pledging to spend $100 billionover the next three years to increase production capacity, including a previously-announced factory it will build in Arizona.</p><p><blockquote>台积电(<b>TSM</b>)-Get Report于3月31日提高了近期投资计划，承诺在未来三年内斥资1000亿美元提高产能，其中包括此前宣布将在亚利桑那州建设的一家工厂。</blockquote></p><p>The companyboosted how much it will spend on CAPEXfrom $28 billion to $30 billion.</p><p><blockquote>该公司将资本支出从280亿美元增加到300亿美元。</blockquote></p><p>\"You're in good shape there. I would buy it at these levels,\"Jim Cramer said of the company this past week.</p><p><blockquote>“你们的状况很好。我会在这个水平上购买它，”吉姆·克莱默上周谈到该公司时说道。</blockquote></p><p>TheStreet Quant Ratings rates TSMas a Buy with a rating score of A.</p><p><blockquote>TheStreet Quant Ratings将TSMA评级为买入，评级为A。</blockquote></p><p><b>Broadcom | -4.32% 5-Day</b></p><p><blockquote><b>博通|-4.32%5天</b></blockquote></p><p>Cramer said Wednesday that he's worried because some typically stable stocks such as Disney (<b>DIS</b>) -Get Report, Alphabet (<b>GOOGL</b>) -Get Report, and Broadcom (<b>AVGO</b>) -Get Report are down.\"We need those to reverse,\" he said.</p><p><blockquote>克莱默周三表示，他很担心，因为迪士尼等一些通常稳定的股票（<b>说</b>)-获取报告，Alphabet(<b>GOOGL</b>)-获取报告，以及Broadcom(<b>AVGO</b>）-获取报告已关闭。“我们需要扭转这些局面，”他说。</blockquote></p><p>Analysts at Deutsche Bank initiated coverage of the cybersecurity company CrowdStrike (<b>CRWD</b>) -Get Report with a buy rating and $265 price target. The firm expects CrowdStrike tocontinue to land big-name new clients like Broadcom.</p><p><blockquote>德意志银行分析师开始报道网络安全公司CrowdStrike（<b>CRWD</b>)-获取具有买入评级和265美元目标价的报告。该公司预计CrowdStrike将继续获得博通等知名新客户。</blockquote></p><p>TheStreet Quant Ratings rates Broadcomas a Buy with a rating score of A-.</p><p><blockquote>TheStreet Quant Ratings将Broadcomas评级为买入，评级为A-。</blockquote></p><p><b>Micron Technology | -1.86% 5-Day</b></p><p><blockquote><b>美光科技|-1.86%5天</b></blockquote></p><p>Micron Technology (<b>MU</b>) -Get Report reported fiscal-second-quarter revenue and adjusted earnings thatexceeded Wall Street estimates. The company's adjusted earnings more than doubled to 98 cents a share from 45 cents a share in the year-earlier period.</p><p><blockquote>美光科技(<b>穆</b>)-Get Report公布的第二财季收入和调整后收益超出了华尔街的预期。该公司调整后的收益从去年同期的每股45美分增长了一倍多，达到每股98美分。</blockquote></p><p>TheStreet Quant Ratings rates Micronas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将Micronas评为买入，评级为B。</blockquote></p><p><b>Texas Instruments | -1.37% 5-Day</b></p><p><blockquote><b>德州仪器|-1.37%5天</b></blockquote></p><p>Texas Instruments (<b>TXN</b>) -Get Report will webcast itsfirst-quarter 2021 earnings conference callon Tuesday, Apr. 27.</p><p><blockquote>德州仪器（<b>TXN</b>)-Get Report将于4月27日星期二网络直播其2021年第一季度收益电话会议。</blockquote></p><p>Rafael Lizardi, senior vice president, and chief financial officer, and Dave Pahl, vice president and head of Investor Relations, will discuss TI's financial results and answer questions from the investor audience.</p><p><blockquote>高级副总裁兼首席财务官Rafael Lizardi和副总裁兼投资者关系主管Dave Pahl将讨论TI的财务业绩并回答投资者观众的问题。</blockquote></p><p>TheStreet Quant Ratings rates Texas Instrumentsas a Buy with a rating score of A.</p><p><blockquote>TheStreet Quant Ratings将德州仪器评级为买入，评级为A。</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>Semiconductor Watchlist: AMD Shares Soar Amid Shortage<blockquote>半导体观察名单：AMD股价在短缺中飙升</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\">\nSemiconductor Watchlist: AMD Shares Soar Amid Shortage<blockquote>半导体观察名单：AMD股价在短缺中飙升</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\">2021-04-23 07:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>See buy or sell recommendations for Nvidia, Qualcomm, Nxp, Broadcom, Taiwan Semiconductor, and more semiconductor stocks.Chip shortages are only worsening in the auto sector, according to Jim Cramer, the founder of TheStreet. Cramer has been hyperfocused on the semiconductor sector as thechip shortage impacts the overall market.</p><p><blockquote>查看英伟达、高通、恩智浦、博通、台积电和更多半导体股票的买入或卖出建议。TheStreet创始人吉姆·克莱默(Jim Cramer)表示，汽车行业的芯片短缺只会恶化。克莱默一直高度关注半导体行业随着芯片短缺影响整体市场。</blockquote></p><p>This past week, President Joe Biden hosted a semiconductor summit at the White House to discuss the shortage impacting many industries, including the auto industry.</p><p><blockquote>上周，乔·拜登总统在白宫主持了一次半导体峰会，讨论影响包括汽车行业在内的许多行业的短缺问题。</blockquote></p><p>Cramer noted ina column for Real Money this past week, \"there simply aren't enough machines being made to create more chips, even as they are working pretty much around the clock to do so.\"</p><p><blockquote>克莱默上周在《Real Money》专栏中指出，“根本没有足够的机器来制造更多芯片，尽管它们几乎全天候工作。”</blockquote></p><p>\"You think that the stocks of Applied Materials (<b>AMAT</b>) -Get Report, KLA Corporation (<b>KLA</b>), and Lam Research (<b>LRCX</b>) -Get Report would be this high otherwise?\"he added.</p><p><blockquote>“你认为应用材料的股票（<b>阿马特</b>)-Get报告，KLA公司(<b>KLA</b>），以及泛林研究（<b>LRCX</b>）-否则Get报告会这么高？”他补充道。</blockquote></p><p>Lam Research reported record fiscal third-quarter results that beat analyst estimates on Wednesday. The semiconductor equipment maker reported adjusted earnings of $7.49 on revenues of $3.85 billion for its quarter ending in March. Analysts polled by FactSet were expecting adjusted earnings of $6.62 per share on revenues of $3.72 billion.</p><p><blockquote>泛林研究周三公布了创纪录的第三财季业绩，超出了分析师的预期。这家半导体设备制造商报告称，截至3月份的季度调整后收益为7.49美元，营收为38.5亿美元。FactSet调查的分析师预计调整后每股收益为6.62美元，营收为37.2亿美元。</blockquote></p><p>“Semiconductors are reaching new heights of strategic relevance, and Lam’s differentiated ability to meet our customers’ scaling challenges positions us well amid a strong wafer fabrication spending environment,\" said Tim Archer, Lam Research’s President, and Chief Executive Officer, in a statement.</p><p><blockquote>Lam Research总裁兼首席执行官蒂姆·阿彻(Tim Archer)在一份声明中表示：“半导体的战略相关性正在达到新的高度，而Lam满足客户扩展挑战的差异化能力使我们在强劲的晶圆制造支出环境中处于有利地位。”</blockquote></p><p>Earlier this past week, on<i>TheStreet Live</i>, Cramer said, \"We can't have people laid off or out of work because of GM (<b>GM</b>) -Get Report and Ford's (<b>F</b>) -Get Report problems with a few chip companies. I hope that President Biden lobbies for all the chip companies to make the chips that we need. It's time.\"</p><p><blockquote>上周早些时候，在<i>街头直播</i>，克莱默说，“我们不能因为通用汽车（<b>GM</b>）-获取报告和福特的（<b>F</b>）-获取一些芯片公司的报告问题。我希望拜登总统游说所有芯片公司制造我们需要的芯片。是时候了。”</blockquote></p><p><i>For more in-depth coverage of the semiconductor sector including trading recommendations and investment strategies,follow Eric Jhonsa on Real Money.</i></p><p><blockquote><i>有关半导体行业的更深入报道，包括交易建议和投资策略，请关注Eric Jhonsa的Real Money。</i></blockquote></p><p>Here is a list of the semiconductor stocks to watch and their performance by percentage change at the close of trading on Wednesday, Apr. 21:</p><p><blockquote>以下是值得关注的半导体股票列表及其截至4月21日星期三收盘时的百分比变化表现：</blockquote></p><p><b>Nvidia Corp | -0.46% 5-Day</b></p><p><blockquote><b>英伟达公司|-0.46%5天</b></blockquote></p><p>Nvidia (<b>NVDA</b>) -Get Report shares were pressured Monday after Oliver Dowden, the U.K.'s secretary of state for digital, culture, media, and sport, said regulators were intervening in thesemiconductor company's proposed acquisition of Arm Ltd.</p><p><blockquote>英伟达(<b>NVDA</b>)-英国数字、文化、媒体和体育大臣奥利弗·道登(Oliver Dowden)表示监管机构正在干预这家半导体公司收购Arm Ltd的提议后，Get报告周一股价承压。</blockquote></p><p>The British government is looking at the Santa Clara, Calif., company's proposed $40 billion purchase of the British chip designer from Softbank Group SFTBY due to national security concerns</p><p><blockquote>出于国家安全考虑，英国政府正在考虑这家位于加州圣克拉拉的公司提出的以400亿美元从软银集团SFTBY手中收购这家英国芯片设计公司的提议</blockquote></p><p>Nvidia shares at the last check were down 2.7% to $619.47, but the company has been on fire lately and has drawn the praise of analysts. For instance, Raymond James analysts recentlyraised their price target to $750from $700 as they eye a rebound in enterprise spending and Nvidia’s new chip.</p><p><blockquote>上次检查时，英伟达股价下跌2.7%，至619.47美元，但该公司最近表现火爆，并受到分析师的赞扬。例如，Raymond James分析师最近将目标价从700美元上调至750美元，因为他们关注企业支出和Nvidia新芯片的反弹。</blockquote></p><p>TheStreet Quant Ratings rates Nvidiaas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将Nvidia评级为买入，评级为B。</blockquote></p><p><b>Qualcomm | +0.51% 5-Day</b></p><p><blockquote><b>高通|+0.51%5天</b></blockquote></p><p>Qualcomm (<b>QCOM</b>) -Get Report was falling 2.8% to $134.30 Monday after analysts at Susquehannadowngraded shares of the chipmakerin a bearish note on the semiconductor sector.</p><p><blockquote>高通(<b>QCOM</b>)-Get Report周一下跌2.8%，至134.30美元，此前Susquehanna分析师在对半导体行业的看跌报告中下调了该芯片制造商的股票评级。</blockquote></p><p>Qualcomm was cut to neutral from positiveand its price target was also reduced to $155 a share from $175.</p><p><blockquote>高通从正面下调至中性，目标价也从每股175美元下调至155美元。</blockquote></p><p>The firm also said thatshortages in the semiconductor industrycould lead customers to accumulate inventory or double order, which could lead to over shipments that do not reflect true demand.</p><p><blockquote>该公司还表示，半导体行业的短缺可能会导致客户积累库存或重复订单，这可能会导致无法反映真实需求的过度出货。</blockquote></p><p>Qualcomm announced this past week that it will publish thefinancial results for its second-quarter fiscal 2021on Wednesday, Apr. 28.</p><p><blockquote>高通上周宣布，将于4月28日星期三发布2021财年第二季度财务业绩。</blockquote></p><p>TheStreet Quant Ratings rates Qualcommas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将高通评级为买入，评级为B。</blockquote></p><p><b>Nxp Semiconductors | +0.22% 5-Day</b></p><p><blockquote><b>恩智浦半导体|+0.22%5天</b></blockquote></p><p>Nxp Semiconductors (<b>NXPI</b>) -Get Report wasdowngraded to equal-weightfrom overweight by analysts at Morgan Stanley this past week. The investment firm raised its price target on the company to $213 a share from $190.</p><p><blockquote>恩智浦半导体(<b>NXPI</b>)-上周，摩根士丹利分析师将跑赢大盘的Get Report评级下调至同等权重。该投资公司将该公司的目标股价从每股190美元上调至213美元。</blockquote></p><p>Nxp has outperformed broad-based suppliers by 115%, according to Morgan Stanley, and the S&P 500 by 160%, driven by itsinclusion into the S&P index in March. That rise gives NXP less room to run higher.</p><p><blockquote>根据摩根士丹利的数据，恩智浦在3月份被纳入标准普尔指数的推动下，其表现优于基础广泛的供应商115%，优于标普500 160%。这一上涨使得恩智浦走高的空间较小。</blockquote></p><p>TheStreet Quant Ratings rates NXP Semiconductorsas a Buy with a rating score of B-.</p><p><blockquote>TheStreet Quant Ratings将恩智浦半导体评级为买入，评级为B-。</blockquote></p><p><b>Advanced Micro Devices | +3.23% 5-Day</b></p><p><blockquote><b>Advanced Micro Devices|+3.23%5天</b></blockquote></p><p>Advanced Micro Devices (<b>AMD</b>) -Get Report has been trading well, likely on the back of Nvidia’s momentum, according to TheStreet's Bret Kenwell.</p><p><blockquote>先进微设备公司（<b>AMD</b>)-据TheStreet的布雷特·肯威尔(Bret Kenwell)称，Get Report的交易表现良好，这可能得益于Nvidia的势头。</blockquote></p><p>The company announced this past week that it willreport first-quarter 2021 financial resultson Tuesday, Apr. 27 after the close of the market.</p><p><blockquote>该公司上周宣布，将于4月27日星期二收盘后公布2021年第一季度财务业绩。</blockquote></p><p>The chipmaker's $35 billion deal to acquire Xilinx (<b>XLNX</b>) -Get Report was beenapproved by shareholders of both chipmakers. Under the terms, AMD will pay 1.7234 shares for each Xilinx share.</p><p><blockquote>该芯片制造商以350亿美元收购Xilinx（<b>XLNX</b>)-Get报告已获得两家芯片制造商股东的批准。根据条款，AMD将为每股Xilinx股票支付1.7234股。</blockquote></p><p></p><p>TheStreet Quant Ratings rates AMD as a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将AMD评级为买入，评级为B。</blockquote></p><p><b>Intel | -1.24% 5-Day</b></p><p><blockquote><b>英特尔|-1.24%5天</b></blockquote></p><p>Officials from Intel (<b>INTC</b>) -Get Report, Microsoft (<b>MSFT</b>) -Get Report, Alphabet (<b>GOOGL</b>) -Get Report, and General Motors (<b>GM</b>) -Get Report met with the White House earlier this month to discuss the impact aglobal semiconductor shortageis having on U.S. manufacturers.</p><p><blockquote>英特尔官员（<b>INTC</b>)-获取报告，微软(<b>MSFT</b>)-获取报告，Alphabet(<b>GOOGL</b>)-获取报告，和通用汽车(<b>GM</b>)-Get Report本月早些时候与白宫会面，讨论全球半导体短缺对美国制造商的影响。</blockquote></p><p>Last month, Intel said it wouldbuild two new chip factoriesin Arizona, as the once-dominant chipmaker tries to regain momentum and favor in the U.S.</p><p><blockquote>上个月，英特尔表示将在亚利桑那州建造两家新的芯片工厂，这家曾经占据主导地位的芯片制造商试图在美国重新获得动力和青睐。</blockquote></p><p>The companyplans to evolve into both a designer and manufacturerand next-generation computer and smartphone chips while also developing a new business -- thanks in part to a development partnership with IBM (<b>IBM</b>) -Get Report -- that allows other companies to use its Arizona hub to make their own semiconductors.</p><p><blockquote>该公司计划发展成为下一代计算机和智能手机芯片的设计者和制造商，同时开发新业务——这在一定程度上要归功于与IBM的开发合作伙伴关系（<b>IBM</b>）-获取报告-允许其他公司使用其亚利桑那州中心制造自己的半导体。</blockquote></p><p>TheStreet Quant Ratings rates Intelas a Buy with a rating score of A-.</p><p><blockquote>TheStreet Quant Ratings将英特尔评级为买入，评级为A-。</blockquote></p><p><b>Taiwan Semiconductor Manufacturing | -3.43% 5-Day</b></p><p><blockquote><b>台积电|-3.43%5天</b></blockquote></p><p>Taiwan Semiconductor Manufacturing (<b>TSM</b>) -Get Report boosted its near-term investment plans on Mar. 31,pledging to spend $100 billionover the next three years to increase production capacity, including a previously-announced factory it will build in Arizona.</p><p><blockquote>台积电(<b>TSM</b>)-Get Report于3月31日提高了近期投资计划，承诺在未来三年内斥资1000亿美元提高产能，其中包括此前宣布将在亚利桑那州建设的一家工厂。</blockquote></p><p>The companyboosted how much it will spend on CAPEXfrom $28 billion to $30 billion.</p><p><blockquote>该公司将资本支出从280亿美元增加到300亿美元。</blockquote></p><p>\"You're in good shape there. I would buy it at these levels,\"Jim Cramer said of the company this past week.</p><p><blockquote>“你们的状况很好。我会在这个水平上购买它，”吉姆·克莱默上周谈到该公司时说道。</blockquote></p><p>TheStreet Quant Ratings rates TSMas a Buy with a rating score of A.</p><p><blockquote>TheStreet Quant Ratings将TSMA评级为买入，评级为A。</blockquote></p><p><b>Broadcom | -4.32% 5-Day</b></p><p><blockquote><b>博通|-4.32%5天</b></blockquote></p><p>Cramer said Wednesday that he's worried because some typically stable stocks such as Disney (<b>DIS</b>) -Get Report, Alphabet (<b>GOOGL</b>) -Get Report, and Broadcom (<b>AVGO</b>) -Get Report are down.\"We need those to reverse,\" he said.</p><p><blockquote>克莱默周三表示，他很担心，因为迪士尼等一些通常稳定的股票（<b>说</b>)-获取报告，Alphabet(<b>GOOGL</b>)-获取报告，以及Broadcom(<b>AVGO</b>）-获取报告已关闭。“我们需要扭转这些局面，”他说。</blockquote></p><p>Analysts at Deutsche Bank initiated coverage of the cybersecurity company CrowdStrike (<b>CRWD</b>) -Get Report with a buy rating and $265 price target. The firm expects CrowdStrike tocontinue to land big-name new clients like Broadcom.</p><p><blockquote>德意志银行分析师开始报道网络安全公司CrowdStrike（<b>CRWD</b>)-获取具有买入评级和265美元目标价的报告。该公司预计CrowdStrike将继续获得博通等知名新客户。</blockquote></p><p>TheStreet Quant Ratings rates Broadcomas a Buy with a rating score of A-.</p><p><blockquote>TheStreet Quant Ratings将Broadcomas评级为买入，评级为A-。</blockquote></p><p><b>Micron Technology | -1.86% 5-Day</b></p><p><blockquote><b>美光科技|-1.86%5天</b></blockquote></p><p>Micron Technology (<b>MU</b>) -Get Report reported fiscal-second-quarter revenue and adjusted earnings thatexceeded Wall Street estimates. The company's adjusted earnings more than doubled to 98 cents a share from 45 cents a share in the year-earlier period.</p><p><blockquote>美光科技(<b>穆</b>)-Get Report公布的第二财季收入和调整后收益超出了华尔街的预期。该公司调整后的收益从去年同期的每股45美分增长了一倍多，达到每股98美分。</blockquote></p><p>TheStreet Quant Ratings rates Micronas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将Micronas评为买入，评级为B。</blockquote></p><p><b>Texas Instruments | -1.37% 5-Day</b></p><p><blockquote><b>德州仪器|-1.37%5天</b></blockquote></p><p>Texas Instruments (<b>TXN</b>) -Get Report will webcast itsfirst-quarter 2021 earnings conference callon Tuesday, Apr. 27.</p><p><blockquote>德州仪器（<b>TXN</b>)-Get Report将于4月27日星期二网络直播其2021年第一季度收益电话会议。</blockquote></p><p>Rafael Lizardi, senior vice president, and chief financial officer, and Dave Pahl, vice president and head of Investor Relations, will discuss TI's financial results and answer questions from the investor audience.</p><p><blockquote>高级副总裁兼首席财务官Rafael Lizardi和副总裁兼投资者关系主管Dave Pahl将讨论TI的财务业绩并回答投资者观众的问题。</blockquote></p><p>TheStreet Quant Ratings rates Texas Instrumentsas a Buy with a rating score of A.</p><p><blockquote>TheStreet Quant Ratings将德州仪器评级为买入，评级为A。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/semiconductor-watchlist-amd-shares-soar-amid-shortage\">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","AMD":"美国超微公司","NXPI":"恩智浦","TSM":"台积电","NVDA":"英伟达","MU":"美光科技","TXN":"德州仪器","QCOM":"高通"},"source_url":"https://www.thestreet.com/investing/semiconductor-watchlist-amd-shares-soar-amid-shortage","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143429933","content_text":"See buy or sell recommendations for Nvidia, Qualcomm, Nxp, Broadcom, Taiwan Semiconductor, and more semiconductor stocks.Chip shortages are only worsening in the auto sector, according to Jim Cramer, the founder of TheStreet. Cramer has been hyperfocused on the semiconductor sector as thechip shortage impacts the overall market.This past week, President Joe Biden hosted a semiconductor summit at the White House to discuss the shortage impacting many industries, including the auto industry.Cramer noted ina column for Real Money this past week, \"there simply aren't enough machines being made to create more chips, even as they are working pretty much around the clock to do so.\"\"You think that the stocks of Applied Materials (AMAT) -Get Report, KLA Corporation (KLA), and Lam Research (LRCX) -Get Report would be this high otherwise?\"he added.Lam Research reported record fiscal third-quarter results that beat analyst estimates on Wednesday. The semiconductor equipment maker reported adjusted earnings of $7.49 on revenues of $3.85 billion for its quarter ending in March. Analysts polled by FactSet were expecting adjusted earnings of $6.62 per share on revenues of $3.72 billion.“Semiconductors are reaching new heights of strategic relevance, and Lam’s differentiated ability to meet our customers’ scaling challenges positions us well amid a strong wafer fabrication spending environment,\" said Tim Archer, Lam Research’s President, and Chief Executive Officer, in a statement.Earlier this past week, onTheStreet Live, Cramer said, \"We can't have people laid off or out of work because of GM (GM) -Get Report and Ford's (F) -Get Report problems with a few chip companies. I hope that President Biden lobbies for all the chip companies to make the chips that we need. It's time.\"For more in-depth coverage of the semiconductor sector including trading recommendations and investment strategies,follow Eric Jhonsa on Real Money.Here is a list of the semiconductor stocks to watch and their performance by percentage change at the close of trading on Wednesday, Apr. 21:Nvidia Corp | -0.46% 5-DayNvidia (NVDA) -Get Report shares were pressured Monday after Oliver Dowden, the U.K.'s secretary of state for digital, culture, media, and sport, said regulators were intervening in thesemiconductor company's proposed acquisition of Arm Ltd.The British government is looking at the Santa Clara, Calif., company's proposed $40 billion purchase of the British chip designer from Softbank Group SFTBY due to national security concernsNvidia shares at the last check were down 2.7% to $619.47, but the company has been on fire lately and has drawn the praise of analysts. For instance, Raymond James analysts recentlyraised their price target to $750from $700 as they eye a rebound in enterprise spending and Nvidia’s new chip.TheStreet Quant Ratings rates Nvidiaas a Buy with a rating score of B.Qualcomm | +0.51% 5-DayQualcomm (QCOM) -Get Report was falling 2.8% to $134.30 Monday after analysts at Susquehannadowngraded shares of the chipmakerin a bearish note on the semiconductor sector.Qualcomm was cut to neutral from positiveand its price target was also reduced to $155 a share from $175.The firm also said thatshortages in the semiconductor industrycould lead customers to accumulate inventory or double order, which could lead to over shipments that do not reflect true demand.Qualcomm announced this past week that it will publish thefinancial results for its second-quarter fiscal 2021on Wednesday, Apr. 28.TheStreet Quant Ratings rates Qualcommas a Buy with a rating score of B.Nxp Semiconductors | +0.22% 5-DayNxp Semiconductors (NXPI) -Get Report wasdowngraded to equal-weightfrom overweight by analysts at Morgan Stanley this past week. The investment firm raised its price target on the company to $213 a share from $190.Nxp has outperformed broad-based suppliers by 115%, according to Morgan Stanley, and the S&P 500 by 160%, driven by itsinclusion into the S&P index in March. That rise gives NXP less room to run higher.TheStreet Quant Ratings rates NXP Semiconductorsas a Buy with a rating score of B-.Advanced Micro Devices | +3.23% 5-DayAdvanced Micro Devices (AMD) -Get Report has been trading well, likely on the back of Nvidia’s momentum, according to TheStreet's Bret Kenwell.The company announced this past week that it willreport first-quarter 2021 financial resultson Tuesday, Apr. 27 after the close of the market.The chipmaker's $35 billion deal to acquire Xilinx (XLNX) -Get Report was beenapproved by shareholders of both chipmakers. Under the terms, AMD will pay 1.7234 shares for each Xilinx share.TheStreet Quant Ratings rates AMD as a Buy with a rating score of B.Intel | -1.24% 5-DayOfficials from Intel (INTC) -Get Report, Microsoft (MSFT) -Get Report, Alphabet (GOOGL) -Get Report, and General Motors (GM) -Get Report met with the White House earlier this month to discuss the impact aglobal semiconductor shortageis having on U.S. manufacturers.Last month, Intel said it wouldbuild two new chip factoriesin Arizona, as the once-dominant chipmaker tries to regain momentum and favor in the U.S.The companyplans to evolve into both a designer and manufacturerand next-generation computer and smartphone chips while also developing a new business -- thanks in part to a development partnership with IBM (IBM) -Get Report -- that allows other companies to use its Arizona hub to make their own semiconductors.TheStreet Quant Ratings rates Intelas a Buy with a rating score of A-.Taiwan Semiconductor Manufacturing | -3.43% 5-DayTaiwan Semiconductor Manufacturing (TSM) -Get Report boosted its near-term investment plans on Mar. 31,pledging to spend $100 billionover the next three years to increase production capacity, including a previously-announced factory it will build in Arizona.The companyboosted how much it will spend on CAPEXfrom $28 billion to $30 billion.\"You're in good shape there. I would buy it at these levels,\"Jim Cramer said of the company this past week.TheStreet Quant Ratings rates TSMas a Buy with a rating score of A.Broadcom | -4.32% 5-DayCramer said Wednesday that he's worried because some typically stable stocks such as Disney (DIS) -Get Report, Alphabet (GOOGL) -Get Report, and Broadcom (AVGO) -Get Report are down.\"We need those to reverse,\" he said.Analysts at Deutsche Bank initiated coverage of the cybersecurity company CrowdStrike (CRWD) -Get Report with a buy rating and $265 price target. The firm expects CrowdStrike tocontinue to land big-name new clients like Broadcom.TheStreet Quant Ratings rates Broadcomas a Buy with a rating score of A-.Micron Technology | -1.86% 5-DayMicron Technology (MU) -Get Report reported fiscal-second-quarter revenue and adjusted earnings thatexceeded Wall Street estimates. The company's adjusted earnings more than doubled to 98 cents a share from 45 cents a share in the year-earlier period.TheStreet Quant Ratings rates Micronas a Buy with a rating score of B.Texas Instruments | -1.37% 5-DayTexas Instruments (TXN) -Get Report will webcast itsfirst-quarter 2021 earnings conference callon Tuesday, Apr. 27.Rafael Lizardi, senior vice president, and chief financial officer, and Dave Pahl, vice president and head of Investor Relations, will discuss TI's financial results and answer questions from the investor audience.TheStreet Quant Ratings rates Texas Instrumentsas a Buy with a rating score of A.","news_type":1,"symbols_score_info":{"INTC":0.9,"TSM":0.9,"NXPI":0.9,"QCOM":0.9,"NVDA":0.9,"MU":0.9,"AMD":0.9,"TXN":0.9}},"isVote":1,"tweetType":1,"viewCount":298,"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":11,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/374986424"}
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