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2021-04-23
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Semiconductor Watchlist: AMD Shares Soar Amid Shortage<blockquote>半导体观察列表：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":376540537,"tweetId":"376540537","gmtCreate":1619138538829,"gmtModify":1631884983456,"author":{"id":3579242284896142,"idStr":"3579242284896142","authorId":3579242284896142,"authorIdStr":"3579242284896142","name":"CherryPang","avatar":"https://static.tigerbbs.com/72256d5f02e9431fb7df955e5b3418f8","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":28,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>Ok</p></body></html>","htmlText":"<html><head></head><body><p>Ok</p></body></html>","text":"Ok","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/376540537","repostId":1143429933,"repostType":4,"repost":{"id":"1143429933","kind":"news","pubTimestamp":1619135800,"share":"https://www.laohunote.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>半导体观察列表：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、台积电等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。随着芯片短缺影响整个市场，克莱默一直非常关注半导体行业。</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 ina 的 Real Money 专栏中指出，“根本没有足够的机器来制造更多芯片，尽管它们几乎昼夜不停地工作。”</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>非常</b>）-获取报告，KLA公司（<b>克拉</b>），和林研究（<b>LRCX</b>）-得到报告会这么高吗？”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>Lam Research 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公布，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）在一份声明中说：”半导体的战略意义正在达到新的高度，Lam 在应对客户扩大规模挑战方面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，<i>街头直播</i>克莱默说：“我们不能因为通用汽车（<b>通用汽车</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生产我们需要的芯片。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 on 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：</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，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利福尼亚州圣克拉拉的公司以 400 亿美元从软银集团 SFTBY 手中收购英国芯片设计师的提议</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，雷蒙德-詹姆斯（Raymond James）分析师最近将目标价从 700 美元上调至 750 美元，因为他们着眼于企业支出和英伟达新芯片的反弹。</blockquote></p><p>TheStreet Quant Ratings rates Nvidiaas a Buy with a rating score of B.</p><p><blockquote>The Street Quant Ratings 将 Nvidia 评为买入，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 分析师下调了这家芯片制造商的股票评级，对半导体行业表示看跌。</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，其目标价也从每股 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导致客户积累库存或重复订单，这可能导致超额发货，而不能反映真实需求。</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 给予高通买入评级，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|5天+0.22%</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>恩智浦</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，由于 3 月份被纳入标准普尔指数，恩智浦的表现优于基础广泛的供应商 115%，优于标普500 160%。这种上涨给了恩智浦走高的空间更小。</blockquote></p><p>TheStreet Quant Ratings rates NXP Semiconductorsas a Buy with a rating score of B-.</p><p><blockquote>The Street Quant Ratings 将恩智浦半导体评为买入，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>先进微器件（<b>AMD</b>)-据 TheStreet 的 Bret Kenwell 称，Get Report 的交易一直很好，这可能得益于 Nvidia 的发展势头。</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>这家芯片制造商以 350 亿美元收购赛灵思 (<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 将为每股赛灵思股票支付 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>国际电联</b>）-获取报告，微软（<b>微软</b>）-获取报告，Alphabet（<b>GOOGL</b>）-获取报告，以及通用汽车公司（<b>通用汽车</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新建两家芯片工厂，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设计和制造商以及下一代计算机和智能手机芯片，同时还开发新业务——部分归功于与 IBM 的开发合作伙伴关系（<b>IBM</b>) -获取报告 -- 允许其他公司利用其亚利桑那州中心生产自己的半导体。</blockquote></p><p>TheStreet Quant Ratings rates Intelas a Buy with a rating score of A-.</p><p><blockquote>TheStreet Quant Ratings 将 Intelas 评为买入，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 日加大了近期投资计划，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>“你在那里的情况很好。我会在这些水平上买入，”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 评为买入，评级分为 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，因为一些通常稳定的股票，如迪士尼（<b>迪斯</b>）-获取报告，Alphabet（<b>GOOGL</b>) -获取报告，以及 Broadcom (<b>阿夫戈</b>) -Get Report 已关闭。“我们需要这些来扭转局面，”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>德意志银行的分析师开始报道网络安全公司CrowdStrike（<b>CRWD</b>) -获取买入评级和 265 美元目标价的报告。该公司预计 CrowdStrike 将继续获得像 Broadcom 这样的大牌新客户。</blockquote></p><p>TheStreet Quant Ratings rates Broadcomas a Buy with a rating score of A-.</p><p><blockquote>TheStreet Quant Ratings 将 Broadcom 评级为买入，评级分为 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 报告的第二财季收入和调整后收益超出了华尔街的预期。该公司调整后收益从去年同期的每股 45 美分增加一倍多，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 日星期二在网络直播 2021 年第一季度收益会议。</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 将德州仪器评为买入，评级分为 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>半导体观察列表：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>半导体观察列表：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、台积电等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。随着芯片短缺影响整个市场，克莱默一直非常关注半导体行业。</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 ina 的 Real Money 专栏中指出，“根本没有足够的机器来制造更多芯片，尽管它们几乎昼夜不停地工作。”</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>非常</b>）-获取报告，KLA公司（<b>克拉</b>），和林研究（<b>LRCX</b>）-得到报告会这么高吗？”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>Lam Research 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公布，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）在一份声明中说：”半导体的战略意义正在达到新的高度，Lam 在应对客户扩大规模挑战方面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，<i>街头直播</i>克莱默说：“我们不能因为通用汽车（<b>通用汽车</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生产我们需要的芯片。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 on 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：</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，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利福尼亚州圣克拉拉的公司以 400 亿美元从软银集团 SFTBY 手中收购英国芯片设计师的提议</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，雷蒙德-詹姆斯（Raymond James）分析师最近将目标价从 700 美元上调至 750 美元，因为他们着眼于企业支出和英伟达新芯片的反弹。</blockquote></p><p>TheStreet Quant Ratings rates Nvidiaas a Buy with a rating score of B.</p><p><blockquote>The Street Quant Ratings 将 Nvidia 评为买入，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 分析师下调了这家芯片制造商的股票评级，对半导体行业表示看跌。</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，其目标价也从每股 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导致客户积累库存或重复订单，这可能导致超额发货，而不能反映真实需求。</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 给予高通买入评级，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|5天+0.22%</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>恩智浦</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，由于 3 月份被纳入标准普尔指数，恩智浦的表现优于基础广泛的供应商 115%，优于标普500 160%。这种上涨给了恩智浦走高的空间更小。</blockquote></p><p>TheStreet Quant Ratings rates NXP Semiconductorsas a Buy with a rating score of B-.</p><p><blockquote>The Street Quant Ratings 将恩智浦半导体评为买入，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>先进微器件（<b>AMD</b>)-据 TheStreet 的 Bret Kenwell 称，Get Report 的交易一直很好，这可能得益于 Nvidia 的发展势头。</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>这家芯片制造商以 350 亿美元收购赛灵思 (<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 将为每股赛灵思股票支付 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>国际电联</b>）-获取报告，微软（<b>微软</b>）-获取报告，Alphabet（<b>GOOGL</b>）-获取报告，以及通用汽车公司（<b>通用汽车</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新建两家芯片工厂，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设计和制造商以及下一代计算机和智能手机芯片，同时还开发新业务——部分归功于与 IBM 的开发合作伙伴关系（<b>IBM</b>) -获取报告 -- 允许其他公司利用其亚利桑那州中心生产自己的半导体。</blockquote></p><p>TheStreet Quant Ratings rates Intelas a Buy with a rating score of A-.</p><p><blockquote>TheStreet Quant Ratings 将 Intelas 评为买入，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 日加大了近期投资计划，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>“你在那里的情况很好。我会在这些水平上买入，”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 评为买入，评级分为 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，因为一些通常稳定的股票，如迪士尼（<b>迪斯</b>）-获取报告，Alphabet（<b>GOOGL</b>) -获取报告，以及 Broadcom (<b>阿夫戈</b>) -Get Report 已关闭。“我们需要这些来扭转局面，”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>德意志银行的分析师开始报道网络安全公司CrowdStrike（<b>CRWD</b>) -获取买入评级和 265 美元目标价的报告。该公司预计 CrowdStrike 将继续获得像 Broadcom 这样的大牌新客户。</blockquote></p><p>TheStreet Quant Ratings rates Broadcomas a Buy with a rating score of A-.</p><p><blockquote>TheStreet Quant Ratings 将 Broadcom 评级为买入，评级分为 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 报告的第二财季收入和调整后收益超出了华尔街的预期。该公司调整后收益从去年同期的每股 45 美分增加一倍多，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 日星期二在网络直播 2021 年第一季度收益会议。</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 将德州仪器评为买入，评级分为 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":{"TXN":"德州仪器","AMD":"美国超微公司","MU":"美光科技","NXPI":"恩智浦","QCOM":"高通","TSM":"台积电","NVDA":"英伟达","INTC":"英特尔"},"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,"NVDA":0.9,"TSM":0.9,"AMD":0.9,"QCOM":0.9,"MU":0.9,"NXPI":0.9,"TXN":0.9}},"isVote":1,"tweetType":1,"viewCount":643,"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":2,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/376540537"}
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