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2021-07-27

AMD vs INTC

AMD Reports Earnings Tuesday. It’s All About the Data Center.<blockquote>AMD 周二公布财报。一切都与数据中心有关。</blockquote>

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It’s All About the Data Center.<blockquote>AMD 周二公布财报。一切都与数据中心有关。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190848120","media":"Barrons","summary":"When chip designer Advanced Micro Devices reports earnings Tuesday after the closing bell, investors","content":"When chip designer Advanced Micro Devices reports earnings Tuesday after the closing bell, investors are expecting a 266% increase in per-share profit and a near doubling in revenue.<blockquote>当芯片设计商 Advanced Micro Devices 周二收盘后公布财报时，投资者预计每股利润将增长 266%，收入将几乎翻一番。</blockquote> Amid chip shortages crippling the global economy, investors have lofty expectations for semiconductor businesses.<blockquote>在芯片短缺削弱全球经济的情况下，投资者对半导体业务寄予厚望。</blockquote> For AMD (ticker: AMD), the company’s ability to top high expectations may come down to its revenue from data center chips. That data-center market is rich with opportunity for AMD, after the launch delay of a new advanced server chip from rival Intel (INTC).<blockquote>对于 AMD（股票代码：AMD）来说，该公司能否超越高预期可能取决于其数据中心芯片的收入。在竞争对手英特尔 (INTC) 推迟推出新型高级服务器芯片后，AMD 的数据中心市场充满了机遇。</blockquote> Jefferies analyst Mark Lipacis wrote that, according to his team’s industry checks, AMD’s Milan server chips are set to take a significant amount of market share from Intel in the second half of the year.<blockquote>杰富瑞（Jefferies）分析师马克-利帕西斯（Mark Lipacis）写道，根据他团队的行业调查，AMD 的米兰服务器芯片将在今年下半年从英特尔手中夺走大量市场份额。</blockquote> AMD executives have issued consistently bullish guidance. In April, the company forecast that revenue would be up 86% in the second-quarter, to approximately $3.6 billion. Analysts currently expect second-quarter adjusted profit of 54 cents a share on revenue of $3.6 billion.<blockquote>AMD 高管一直发布看涨指引。4月份，该公司预测第二季度收入将增长86%，达到约36亿美元。分析师目前预计第二季度调整后每股利润为 54 美分，营收为 36 亿美元。</blockquote> Wall Street expects AMD to deliver computer and graphics segment revenue of $2.2 billion and enterprise, embedded, and semi-custom revenue of $1.4 billion. The company’s semi-custom business includes chips designed for new videogame consoles sold by Microsoft (MSFT) and Sony (SNE).<blockquote>华尔街预计 AMD 的计算机和图形部门收入将达到 22 亿美元，企业、嵌入式和半定制部门收入将达到 14 亿美元。该公司的半定制业务包括为微软（MSFT）和索尼公司（SNE）销售的新视频游戏机设计的芯片。</blockquote> AMD has previously said it expects full-year 2021 revenue to grow about 50% from last year.<blockquote>AMD此前曾表示，预计2021年全年收入将比去年增长约50%。</blockquote> AMD’s growth potential could be limited by difficulties in obtaining materials and components necessary for chip making, as well as securing additional capacity from its contract manufacturers, including Taiwan Semiconductor Manufacturing (TSM). BMO Capital Markets analyst Ambrish Srivastava wrote that data center demand could be hurt by component shortages and some of the materials necessary to manufacture chips.<blockquote>AMD 的增长潜力可能会因难以获得芯片制造所需的材料和零部件，以及难以获得包括台积电（TSM）在内的合同制造商的额外产能而受到限制。BMO资本市场分析师Ambrish Srivastava写道，数据中心需求可能会因零部件和制造芯片所需的一些材料短缺而受到损害。</blockquote> Because AMD shares trade at a high multiple—42 times earnings estimates for the next 12 months—Srivastava said that the company would need to top Wall Street expectations by a “meaningful” amount and again raise its full-year guidance to move the stock higher.<blockquote>由于 AMD 的股价市盈率很高，是未来 12 个月盈利预期的 42 倍，斯里瓦斯塔瓦表示，该公司需要以 “有意义 ”的金额超出华尔街预期，并再次上调全年指引，以推动股价走高。</blockquote> AMD has reported better-than-expected per-share profit for the past four quarters. It has missed revenue estimates only once in the past two years.<blockquote>AMD 报告过去四个季度的每股利润好于预期。过去两年中，该公司仅一次未能达到收入预期。</blockquote> Outsize expectations and bullish forecasts from executives haven’t done much to help AMD’s stock recently. After soaring in 2020, AMD shares are flat this year, while the PHLX Semiconductor index is up 17%.<blockquote>最近，高管们的过高期望和乐观预测对 AMD 的股价没有多大帮助。在 2020 年飙升后，AMD 股价今年持平，而 PHLX 半导体指数则上涨了 17%。</blockquote> Among Wall Street analysts covering AMD, 25 rate the stock at Buy, 15 at Hold, and three at Sell. The average target price is $102.35, 11% above a recent close of $91.82.<blockquote>在研究 AMD 的华尔街分析师中，25 人给予该股买入评级，15 人给予持有评级，3 人给予卖出评级。平均目标价为 102.35 美元，比最近收盘价 91.82 美元高出 11%。</blockquote>","source":"lsy1601382232898","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>AMD Reports Earnings Tuesday. 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It’s All About the Data Center.<blockquote>AMD 周二公布财报。一切都与数据中心有关。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-07-27 11:24\n\n</h4>\n</header>\n<article>\nWhen chip designer Advanced Micro Devices reports earnings Tuesday after the closing bell, investors are expecting a 266% increase in per-share profit and a near doubling in revenue.<blockquote>当芯片设计商 Advanced Micro Devices 周二收盘后公布财报时，投资者预计每股利润将增长 266%，收入将几乎翻一番。</blockquote> Amid chip shortages crippling the global economy, investors have lofty expectations for semiconductor businesses.<blockquote>在芯片短缺削弱全球经济的情况下，投资者对半导体业务寄予厚望。</blockquote> For AMD (ticker: AMD), the company’s ability to top high expectations may come down to its revenue from data center chips. That data-center market is rich with opportunity for AMD, after the launch delay of a new advanced server chip from rival Intel (INTC).<blockquote>对于 AMD（股票代码：AMD）来说，该公司能否超越高预期可能取决于其数据中心芯片的收入。在竞争对手英特尔 (INTC) 推迟推出新型高级服务器芯片后，AMD 的数据中心市场充满了机遇。</blockquote> Jefferies analyst Mark Lipacis wrote that, according to his team’s industry checks, AMD’s Milan server chips are set to take a significant amount of market share from Intel in the second half of the year.<blockquote>杰富瑞（Jefferies）分析师马克-利帕西斯（Mark Lipacis）写道，根据他团队的行业调查，AMD 的米兰服务器芯片将在今年下半年从英特尔手中夺走大量市场份额。</blockquote> AMD executives have issued consistently bullish guidance. In April, the company forecast that revenue would be up 86% in the second-quarter, to approximately $3.6 billion. Analysts currently expect second-quarter adjusted profit of 54 cents a share on revenue of $3.6 billion.<blockquote>AMD 高管一直发布看涨指引。4月份，该公司预测第二季度收入将增长86%，达到约36亿美元。分析师目前预计第二季度调整后每股利润为 54 美分，营收为 36 亿美元。</blockquote> Wall Street expects AMD to deliver computer and graphics segment revenue of $2.2 billion and enterprise, embedded, and semi-custom revenue of $1.4 billion. The company’s semi-custom business includes chips designed for new videogame consoles sold by Microsoft (MSFT) and Sony (SNE).<blockquote>华尔街预计 AMD 的计算机和图形部门收入将达到 22 亿美元，企业、嵌入式和半定制部门收入将达到 14 亿美元。该公司的半定制业务包括为微软（MSFT）和索尼公司（SNE）销售的新视频游戏机设计的芯片。</blockquote> AMD has previously said it expects full-year 2021 revenue to grow about 50% from last year.<blockquote>AMD此前曾表示，预计2021年全年收入将比去年增长约50%。</blockquote> AMD’s growth potential could be limited by difficulties in obtaining materials and components necessary for chip making, as well as securing additional capacity from its contract manufacturers, including Taiwan Semiconductor Manufacturing (TSM). BMO Capital Markets analyst Ambrish Srivastava wrote that data center demand could be hurt by component shortages and some of the materials necessary to manufacture chips.<blockquote>AMD 的增长潜力可能会因难以获得芯片制造所需的材料和零部件，以及难以获得包括台积电（TSM）在内的合同制造商的额外产能而受到限制。BMO资本市场分析师Ambrish Srivastava写道，数据中心需求可能会因零部件和制造芯片所需的一些材料短缺而受到损害。</blockquote> Because AMD shares trade at a high multiple—42 times earnings estimates for the next 12 months—Srivastava said that the company would need to top Wall Street expectations by a “meaningful” amount and again raise its full-year guidance to move the stock higher.<blockquote>由于 AMD 的股价市盈率很高，是未来 12 个月盈利预期的 42 倍，斯里瓦斯塔瓦表示，该公司需要以 “有意义 ”的金额超出华尔街预期，并再次上调全年指引，以推动股价走高。</blockquote> AMD has reported better-than-expected per-share profit for the past four quarters. It has missed revenue estimates only once in the past two years.<blockquote>AMD 报告过去四个季度的每股利润好于预期。过去两年中，该公司仅一次未能达到收入预期。</blockquote> Outsize expectations and bullish forecasts from executives haven’t done much to help AMD’s stock recently. After soaring in 2020, AMD shares are flat this year, while the PHLX Semiconductor index is up 17%.<blockquote>最近，高管们的过高期望和乐观预测对 AMD 的股价没有多大帮助。在 2020 年飙升后，AMD 股价今年持平，而 PHLX 半导体指数则上涨了 17%。</blockquote> Among Wall Street analysts covering AMD, 25 rate the stock at Buy, 15 at Hold, and three at Sell. The average target price is $102.35, 11% above a recent close of $91.82.<blockquote>在研究 AMD 的华尔街分析师中，25 人给予该股买入评级，15 人给予持有评级，3 人给予卖出评级。平均目标价为 102.35 美元，比最近收盘价 91.82 美元高出 11%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/amd-reports-earnings-tuesday-its-all-about-the-data-center-51627339031?mod=hp_DAY_3\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.barrons.com/articles/amd-reports-earnings-tuesday-its-all-about-the-data-center-51627339031?mod=hp_DAY_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190848120","content_text":"When chip designer Advanced Micro Devices reports earnings Tuesday after the closing bell, investors are expecting a 266% increase in per-share profit and a near doubling in revenue.\nAmid chip shortages crippling the global economy, investors have lofty expectations for semiconductor businesses.\nFor AMD (ticker: AMD), the company’s ability to top high expectations may come down to its revenue from data center chips. That data-center market is rich with opportunity for AMD, after the launch delay of a new advanced server chip from rival Intel (INTC).\nJefferies analyst Mark Lipacis wrote that, according to his team’s industry checks, AMD’s Milan server chips are set to take a significant amount of market share from Intel in the second half of the year.\nAMD executives have issued consistently bullish guidance. In April, the company forecast that revenue would be up 86% in the second-quarter, to approximately $3.6 billion. Analysts currently expect second-quarter adjusted profit of 54 cents a share on revenue of $3.6 billion.\nWall Street expects AMD to deliver computer and graphics segment revenue of $2.2 billion and enterprise, embedded, and semi-custom revenue of $1.4 billion. The company’s semi-custom business includes chips designed for new videogame consoles sold by Microsoft (MSFT) and Sony (SNE).\nAMD has previously said it expects full-year 2021 revenue to grow about 50% from last year.\nAMD’s growth potential could be limited by difficulties in obtaining materials and components necessary for chip making, as well as securing additional capacity from its contract manufacturers, including Taiwan Semiconductor Manufacturing (TSM). BMO Capital Markets analyst Ambrish Srivastava wrote that data center demand could be hurt by component shortages and some of the materials necessary to manufacture chips.\nBecause AMD shares trade at a high multiple—42 times earnings estimates for the next 12 months—Srivastava said that the company would need to top Wall Street expectations by a “meaningful” amount and again raise its full-year guidance to move the stock higher.\nAMD has reported better-than-expected per-share profit for the past four quarters. It has missed revenue estimates only once in the past two years.\nOutsize expectations and bullish forecasts from executives haven’t done much to help AMD’s stock recently. After soaring in 2020, AMD shares are flat this year, while the PHLX Semiconductor index is up 17%.\nAmong Wall Street analysts covering AMD, 25 rate the stock at Buy, 15 at Hold, and three at Sell. The average target price is $102.35, 11% above a recent close of $91.82.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":1363,"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":9,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/809831192"}