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2021-06-16

Interesting

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2021-06-16

Interesting

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2021-06-16

Interesting

Blockchain stocks mixed in morning trading<blockquote>区块链股票早盘涨跌互现</blockquote>

2021-06-14

Good

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2021-06-14

Maybe

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2021-06-14

Goody

Is fuboTV at Risk From This World Cup Controversy?<blockquote>富波电视是否因这场世界杯争议而面临风险？</blockquote>

2021-06-14

Good

AMD’s stock has been left behind, but not for long — here’s why<blockquote>AMD的股票已经落后，但不会太久——原因如下</blockquote>

2021-06-14

Nice

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}\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\">\nBlockchain stocks mixed in morning trading<blockquote>区块链股票早盘涨跌互现</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-06-15 21:51</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(June&nbsp;15)&nbsp;Blockchain&nbsp;stocks&nbsp;mixed&nbsp;in&nbsp;morning&nbsp;trading.</p><p><blockquote>（6月15日）区块链股早盘涨跌不一。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2add04248d60bb69c41121475aca5e34\" tg-width=\"283\" tg-height=\"365\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EBON":"亿邦国际","BTBT":"Bit Digital, Inc.","CAN":"嘉楠科技","RIOT":"Riot Platforms","MARA":"MARA Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180911259","content_text":"(June 15) Blockchain stocks mixed in morning trading.","news_type":1,"symbols_score_info":{"CAN":0.9,"EBON":0.9,"RIOT":0.9,"MARA":0.9,"BTBT":0.9}},"isVote":1,"tweetType":1,"viewCount":3031,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185249702,"gmtCreate":1623656399206,"gmtModify":1634030572437,"author":{"id":"3561864418779985","authorId":"3561864418779985","name":"blackrabbit","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561864418779985","idStr":"3561864418779985"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185249702","repostId":"1139389326","repostType":4,"isVote":1,"tweetType":1,"viewCount":3301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185257182,"gmtCreate":1623656248446,"gmtModify":1634030574768,"author":{"id":"3561864418779985","authorId":"3561864418779985","name":"blackrabbit","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561864418779985","idStr":"3561864418779985"},"themes":[],"htmlText":"Maybe","listText":"Maybe","text":"Maybe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185257182","repostId":"2142422555","repostType":4,"isVote":1,"tweetType":1,"viewCount":3431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185254062,"gmtCreate":1623656199956,"gmtModify":1634030575558,"author":{"id":"3561864418779985","authorId":"3561864418779985","name":"blackrabbit","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561864418779985","idStr":"3561864418779985"},"themes":[],"htmlText":"Goody","listText":"Goody","text":"Goody","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185254062","repostId":"1123083008","repostType":4,"repost":{"id":"1123083008","kind":"news","pubTimestamp":1623638943,"share":"https://www.laohu8.com/m/news/1123083008?lang=zh_CN&edition=full","pubTime":"2021-06-14 10:49","market":"us","language":"en","title":"Is fuboTV at Risk From This World Cup Controversy?<blockquote>富波电视是否因这场世界杯争议而面临风险？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123083008","media":"Motley Fool ","summary":"A change of venue and skittish advertisers make it a volatile situation.","content":"<p><b>fuboTV</b>&nbsp;(NYSE:FUBO)&nbsp;has a lot riding on the&nbsp;Qatar World Cup qualifying games&nbsp;that kicked off on June 3.</p><p><blockquote><b>富波电视</b>（纽约证券交易所股票代码：FUBO）对6月3日拉开帷幕的卡塔尔世界杯预选赛有很大影响。</blockquote></p><p> As the exclusive rights holder to livestream the 70 soccer matches of the South American Football Confederation, also known as CONMEBOL, the sports livestreaming platform has an opportunity to get tens of millions of new fans to sign up for its service.</p><p><blockquote>作为南美足球联合会（也称为CONMEBOL）70场足球比赛的独家直播权持有者，体育直播平台有机会吸引数千万新球迷注册其服务。</blockquote></p><p> With fuboTV's plans to launch a new sports betting platform later this year and seamlessly blend the two operations into a cohesive whole, the qualifying matches represent a huge revenue opportunity.</p><p><blockquote>富波电视计划在今年晚些时候推出一个新的体育博彩平台，并将两项业务无缝融合为一个有凝聚力的整体，资格赛代表着巨大的收入机会。</blockquote></p><p> Yet controversy over where the Copa America portion of the games will be played could upset those plans.</p><p><blockquote>然而，关于美洲杯部分比赛将在哪里举行的争议可能会打乱这些计划。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9190055f7e0a3f2296dd635294f7598\" tg-width=\"2000\" tg-height=\"1333\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> A country at risk</p><p><blockquote>处于危险中的国家</blockquote></p><p> Copa America is the oldest and arguably most prestigious football competition of national teams. Started in 1910 as part of celebrations around Argentina's independence, Chile, Uruguay, and Brazil also participated.</p><p><blockquote>美洲杯是最古老也可以说是最负盛名的国家队足球比赛。始于1910年，作为阿根廷独立庆祝活动的一部分，智利、乌拉圭和巴西也参加了。</blockquote></p><p> Back then, the tournament was called the Campeonato Sudamericano de Selecciones, but it changed to Copa America in 1975 and in 1993 began inviting teams from outside South America to compete. The U.S. and Mexico were the first teams permitted entry, though no outside club has ever won the tournaments.</p><p><blockquote>当时，这项赛事被称为Campeonato Sudamericano de Selecciones，但在1975年改为美洲杯，并于1993年开始邀请南美洲以外的球队参赛。美国和墨西哥是第一批被允许参赛的球队，尽管没有外部俱乐部赢得过比赛。</blockquote></p><p> This year Copa America was to be co-hosted by Columbia and Argentina, but CONMEBOL pulled the 10-nation games from Columbia because of civil unrest and Argentina backed out because of a spike in coronavirus cases.</p><p><blockquote>今年的美洲杯原定由哥伦比亚和阿根廷共同主办，但由于内乱，南美足联取消了哥伦比亚的10国运动会，阿根廷则因冠状病毒病例激增而退出。</blockquote></p><p> CONMEBOL chose Brazil as the location of the games, but an outcry arose over the country's choice because of the large number of COVID-19 deaths that have occurred there, some 479,000, which is second only to the U.S.</p><p><blockquote>CONMEBOL选择巴西作为奥运会举办地，但该国的选择引起了强烈抗议，因为那里发生了大量COVID-19死亡病例，约为479,000人，仅次于美国。</blockquote></p><p> With players complaining about the location choice, multinational companies began dropping their sponsorship of the games, potentially undermining the games and putting fuboTV's opportunity in jeopardy.</p><p><blockquote>随着玩家对地点选择的抱怨，跨国公司开始放弃对奥运会的赞助，这可能会破坏奥运会，并使fuboTV的机会处于危险之中。</blockquote></p><p> <b>A case of cold feet</b></p><p><blockquote><b>临阵退缩一例</b></blockquote></p><p> <b>AmBev</b>&nbsp;(NYSE:ABEV), the Brazilian unit of&nbsp;<b>Anheuser-Busch InBev</b>&nbsp;(NYSE:BUD)and sponsor of the Brazilian national team, announced \"its brands will not be present at the Copa America,\" as did&nbsp;<b>Mastercard</b>&nbsp;(NYSE:MA), which said it would not \"activate\" its sponsorship of the games, something it has done since 1992.</p><p><blockquote><b>安贝夫</b>（纽约证券交易所代码：ABEV），巴西子公司<b>百威英博</b>（纽约证券交易所股票代码：BUD）和巴西国家队赞助商宣布“其品牌将不会出现在美洲杯上”<b>万事达卡</b>（纽约证券交易所代码：MA）表示不会“激活”对奥运会的赞助，这是自1992年以来一直在做的事情。</blockquote></p><p> That was followed by global spirits distributor&nbsp;<b>Diageo</b>&nbsp;(NYSE:DEO), which said it was withdrawing sponsorship of Copa America \"given the current Brazilian health situation and out of respect for this moment of the COVID-19 pandemic.\"</p><p><blockquote>其次是全球烈酒经销商<b>帝亚吉欧</b>（纽约证券交易所股票代码：DEO）表示，“鉴于巴西目前的健康状况以及出于对COVID-19大流行这一时刻的尊重”，将撤回对美洲杯的赞助。</blockquote></p><p> Parties have gone to court to try to block Brazil from hosting the games, but the country's Supreme Court rejected the injunction bids and said the games could proceed, though they ordered various health and safety measures be implemented.</p><p><blockquote>各方已诉诸法院，试图阻止巴西举办奥运会，但该国最高法院驳回了禁令申请，并表示奥运会可以继续进行，尽管他们下令实施各种健康和安全措施。</blockquote></p><p> There also don't seem to be any boycotts of the games yet. While the Brazilian national team had called out \"humanitarian\" concerns over locating the games in their home country, it said it would still play.</p><p><blockquote>似乎也没有任何对奥运会的抵制。尽管巴西国家队对在自己的国家举办比赛表示了“人道主义”担忧，但它表示仍将参加比赛。</blockquote></p><p> <b>An exclusive opportunity</b></p><p><blockquote><b>独家机会</b></blockquote></p><p> This is why the qualifying games are so critical for fuboTV. To contain the possible spread of COVID-19, Brazilian officials are holding the games without fans present in the stadium, and the teams will undergo testing every 48 hours. Players will also have their movements restricted as they travel between the four host cities.</p><p><blockquote>这就是资格赛对fuboTV如此重要的原因。为了遏制新冠肺炎病毒可能的传播，巴西官员在没有球迷在场的情况下举行比赛，球队将每48小时接受一次检测。当玩家在四个主办城市之间旅行时，他们的行动也将受到限制。</blockquote></p><p> That means fans will need to find alternative means of watching the games, and with the sporting event's huge global popularity, fuboTV has a unique opportunity to see a massive influx of new subscribers to its&nbsp;streaming service.</p><p><blockquote>这意味着球迷需要找到观看比赛的替代方式，随着这项体育赛事在全球的巨大人气，fuboTV有一个独特的机会看到大量新订户涌入其流媒体服务。</blockquote></p><p> Select English-language games will be available to subscribers who have the fubo Sports Network, but they will only be available on fuboTV and not through the network's usual off-platform distribution partners, such as&nbsp;<b>ViacomCBS</b>' Pluto TV.</p><p><blockquote>拥有fubo Sports Network的订阅者将可以观看部分英语比赛，但这些比赛只能在fuboTV上观看，而不能通过该网络通常的平台外发行合作伙伴观看，例如<b>ViacomCBS</b>冥王星电视。</blockquote></p><p> The Copa America games will be free to current fuboTV subscribers, while new subscribers need to sign up for one of fubo's plans and then add the CONMEBOL &amp; More package for an additional $7 per month. That package includes eight other premium sports channels featuring soccer, baseball, football, basketball, and more.</p><p><blockquote>美洲杯比赛将对目前的富波电视订户免费，而新订户需要注册富波的一个计划，然后每月额外支付7美元添加CONMEBOL&amp;More套餐。该套餐包括其他八个优质体育频道，包括足球、棒球、橄榄球、篮球等。</blockquote></p><p> <b>It's still game on</b></p><p><blockquote><b>游戏还在继续</b></blockquote></p><p> fuboTV looks like it will avoid a collapse of the Copa America games, though other CONMEBOL games are going off without a hitch so far. As long as other major sponsors stay put, the teams don't boycott, and there are no COVID-19 outbreaks among players, it should be a success.</p><p><blockquote>富波电视看起来将避免美洲杯比赛的崩溃，尽管其他CONMEBOL比赛到目前为止进展顺利。只要其他主要赞助商留在原地，球队不抵制，球员中没有新冠肺炎疫情，这应该是成功的。</blockquote></p><p> The situation, though, shows just how fragile the sporting world still is as it emerges from the pandemic and tries returning to a sense of normalcy. fuboTV, though, still has&nbsp;enormous growth prospects&nbsp;before it.</p><p><blockquote>然而，这种情况表明，当体育界走出疫情并试图恢复正常时，它仍然是多么脆弱。不过，fuboTV仍有巨大的增长前景。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is fuboTV at Risk From This World Cup Controversy?<blockquote>富波电视是否因这场世界杯争议而面临风险？</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs fuboTV at Risk From This World Cup Controversy?<blockquote>富波电视是否因这场世界杯争议而面临风险？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool </strong><span class=\"h-time small\">2021-06-14 10:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>fuboTV</b>&nbsp;(NYSE:FUBO)&nbsp;has a lot riding on the&nbsp;Qatar World Cup qualifying games&nbsp;that kicked off on June 3.</p><p><blockquote><b>富波电视</b>（纽约证券交易所股票代码：FUBO）对6月3日拉开帷幕的卡塔尔世界杯预选赛有很大影响。</blockquote></p><p> As the exclusive rights holder to livestream the 70 soccer matches of the South American Football Confederation, also known as CONMEBOL, the sports livestreaming platform has an opportunity to get tens of millions of new fans to sign up for its service.</p><p><blockquote>作为南美足球联合会（也称为CONMEBOL）70场足球比赛的独家直播权持有者，体育直播平台有机会吸引数千万新球迷注册其服务。</blockquote></p><p> With fuboTV's plans to launch a new sports betting platform later this year and seamlessly blend the two operations into a cohesive whole, the qualifying matches represent a huge revenue opportunity.</p><p><blockquote>富波电视计划在今年晚些时候推出一个新的体育博彩平台，并将两项业务无缝融合为一个有凝聚力的整体，资格赛代表着巨大的收入机会。</blockquote></p><p> Yet controversy over where the Copa America portion of the games will be played could upset those plans.</p><p><blockquote>然而，关于美洲杯部分比赛将在哪里举行的争议可能会打乱这些计划。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9190055f7e0a3f2296dd635294f7598\" tg-width=\"2000\" tg-height=\"1333\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> A country at risk</p><p><blockquote>处于危险中的国家</blockquote></p><p> Copa America is the oldest and arguably most prestigious football competition of national teams. Started in 1910 as part of celebrations around Argentina's independence, Chile, Uruguay, and Brazil also participated.</p><p><blockquote>美洲杯是最古老也可以说是最负盛名的国家队足球比赛。始于1910年，作为阿根廷独立庆祝活动的一部分，智利、乌拉圭和巴西也参加了。</blockquote></p><p> Back then, the tournament was called the Campeonato Sudamericano de Selecciones, but it changed to Copa America in 1975 and in 1993 began inviting teams from outside South America to compete. The U.S. and Mexico were the first teams permitted entry, though no outside club has ever won the tournaments.</p><p><blockquote>当时，这项赛事被称为Campeonato Sudamericano de Selecciones，但在1975年改为美洲杯，并于1993年开始邀请南美洲以外的球队参赛。美国和墨西哥是第一批被允许参赛的球队，尽管没有外部俱乐部赢得过比赛。</blockquote></p><p> This year Copa America was to be co-hosted by Columbia and Argentina, but CONMEBOL pulled the 10-nation games from Columbia because of civil unrest and Argentina backed out because of a spike in coronavirus cases.</p><p><blockquote>今年的美洲杯原定由哥伦比亚和阿根廷共同主办，但由于内乱，南美足联取消了哥伦比亚的10国运动会，阿根廷则因冠状病毒病例激增而退出。</blockquote></p><p> CONMEBOL chose Brazil as the location of the games, but an outcry arose over the country's choice because of the large number of COVID-19 deaths that have occurred there, some 479,000, which is second only to the U.S.</p><p><blockquote>CONMEBOL选择巴西作为奥运会举办地，但该国的选择引起了强烈抗议，因为那里发生了大量COVID-19死亡病例，约为479,000人，仅次于美国。</blockquote></p><p> With players complaining about the location choice, multinational companies began dropping their sponsorship of the games, potentially undermining the games and putting fuboTV's opportunity in jeopardy.</p><p><blockquote>随着玩家对地点选择的抱怨，跨国公司开始放弃对奥运会的赞助，这可能会破坏奥运会，并使fuboTV的机会处于危险之中。</blockquote></p><p> <b>A case of cold feet</b></p><p><blockquote><b>临阵退缩一例</b></blockquote></p><p> <b>AmBev</b>&nbsp;(NYSE:ABEV), the Brazilian unit of&nbsp;<b>Anheuser-Busch InBev</b>&nbsp;(NYSE:BUD)and sponsor of the Brazilian national team, announced \"its brands will not be present at the Copa America,\" as did&nbsp;<b>Mastercard</b>&nbsp;(NYSE:MA), which said it would not \"activate\" its sponsorship of the games, something it has done since 1992.</p><p><blockquote><b>安贝夫</b>（纽约证券交易所代码：ABEV），巴西子公司<b>百威英博</b>（纽约证券交易所股票代码：BUD）和巴西国家队赞助商宣布“其品牌将不会出现在美洲杯上”<b>万事达卡</b>（纽约证券交易所代码：MA）表示不会“激活”对奥运会的赞助，这是自1992年以来一直在做的事情。</blockquote></p><p> That was followed by global spirits distributor&nbsp;<b>Diageo</b>&nbsp;(NYSE:DEO), which said it was withdrawing sponsorship of Copa America \"given the current Brazilian health situation and out of respect for this moment of the COVID-19 pandemic.\"</p><p><blockquote>其次是全球烈酒经销商<b>帝亚吉欧</b>（纽约证券交易所股票代码：DEO）表示，“鉴于巴西目前的健康状况以及出于对COVID-19大流行这一时刻的尊重”，将撤回对美洲杯的赞助。</blockquote></p><p> Parties have gone to court to try to block Brazil from hosting the games, but the country's Supreme Court rejected the injunction bids and said the games could proceed, though they ordered various health and safety measures be implemented.</p><p><blockquote>各方已诉诸法院，试图阻止巴西举办奥运会，但该国最高法院驳回了禁令申请，并表示奥运会可以继续进行，尽管他们下令实施各种健康和安全措施。</blockquote></p><p> There also don't seem to be any boycotts of the games yet. While the Brazilian national team had called out \"humanitarian\" concerns over locating the games in their home country, it said it would still play.</p><p><blockquote>似乎也没有任何对奥运会的抵制。尽管巴西国家队对在自己的国家举办比赛表示了“人道主义”担忧，但它表示仍将参加比赛。</blockquote></p><p> <b>An exclusive opportunity</b></p><p><blockquote><b>独家机会</b></blockquote></p><p> This is why the qualifying games are so critical for fuboTV. To contain the possible spread of COVID-19, Brazilian officials are holding the games without fans present in the stadium, and the teams will undergo testing every 48 hours. Players will also have their movements restricted as they travel between the four host cities.</p><p><blockquote>这就是资格赛对fuboTV如此重要的原因。为了遏制新冠肺炎病毒可能的传播，巴西官员在没有球迷在场的情况下举行比赛，球队将每48小时接受一次检测。当玩家在四个主办城市之间旅行时，他们的行动也将受到限制。</blockquote></p><p> That means fans will need to find alternative means of watching the games, and with the sporting event's huge global popularity, fuboTV has a unique opportunity to see a massive influx of new subscribers to its&nbsp;streaming service.</p><p><blockquote>这意味着球迷需要找到观看比赛的替代方式，随着这项体育赛事在全球的巨大人气，fuboTV有一个独特的机会看到大量新订户涌入其流媒体服务。</blockquote></p><p> Select English-language games will be available to subscribers who have the fubo Sports Network, but they will only be available on fuboTV and not through the network's usual off-platform distribution partners, such as&nbsp;<b>ViacomCBS</b>' Pluto TV.</p><p><blockquote>拥有fubo Sports Network的订阅者将可以观看部分英语比赛，但这些比赛只能在fuboTV上观看，而不能通过该网络通常的平台外发行合作伙伴观看，例如<b>ViacomCBS</b>冥王星电视。</blockquote></p><p> The Copa America games will be free to current fuboTV subscribers, while new subscribers need to sign up for one of fubo's plans and then add the CONMEBOL &amp; More package for an additional $7 per month. That package includes eight other premium sports channels featuring soccer, baseball, football, basketball, and more.</p><p><blockquote>美洲杯比赛将对目前的富波电视订户免费，而新订户需要注册富波的一个计划，然后每月额外支付7美元添加CONMEBOL&amp;More套餐。该套餐包括其他八个优质体育频道，包括足球、棒球、橄榄球、篮球等。</blockquote></p><p> <b>It's still game on</b></p><p><blockquote><b>游戏还在继续</b></blockquote></p><p> fuboTV looks like it will avoid a collapse of the Copa America games, though other CONMEBOL games are going off without a hitch so far. As long as other major sponsors stay put, the teams don't boycott, and there are no COVID-19 outbreaks among players, it should be a success.</p><p><blockquote>富波电视看起来将避免美洲杯比赛的崩溃，尽管其他CONMEBOL比赛到目前为止进展顺利。只要其他主要赞助商留在原地，球队不抵制，球员中没有新冠肺炎疫情，这应该是成功的。</blockquote></p><p> The situation, though, shows just how fragile the sporting world still is as it emerges from the pandemic and tries returning to a sense of normalcy. fuboTV, though, still has&nbsp;enormous growth prospects&nbsp;before it.</p><p><blockquote>然而，这种情况表明，当体育界走出疫情并试图恢复正常时，它仍然是多么脆弱。不过，fuboTV仍有巨大的增长前景。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/06/13/is-fubotv-at-risk-from-this-world-cup-controversy/\">Motley Fool </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":{"FUBO":"fuboTV Inc."},"source_url":"https://www.fool.com/investing/2021/06/13/is-fubotv-at-risk-from-this-world-cup-controversy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123083008","content_text":"fuboTV (NYSE:FUBO) has a lot riding on the Qatar World Cup qualifying games that kicked off on June 3.\nAs the exclusive rights holder to livestream the 70 soccer matches of the South American Football Confederation, also known as CONMEBOL, the sports livestreaming platform has an opportunity to get tens of millions of new fans to sign up for its service.\nWith fuboTV's plans to launch a new sports betting platform later this year and seamlessly blend the two operations into a cohesive whole, the qualifying matches represent a huge revenue opportunity.\nYet controversy over where the Copa America portion of the games will be played could upset those plans.\nIMAGE SOURCE: GETTY IMAGES.\nA country at risk\nCopa America is the oldest and arguably most prestigious football competition of national teams. Started in 1910 as part of celebrations around Argentina's independence, Chile, Uruguay, and Brazil also participated.\nBack then, the tournament was called the Campeonato Sudamericano de Selecciones, but it changed to Copa America in 1975 and in 1993 began inviting teams from outside South America to compete. The U.S. and Mexico were the first teams permitted entry, though no outside club has ever won the tournaments.\nThis year Copa America was to be co-hosted by Columbia and Argentina, but CONMEBOL pulled the 10-nation games from Columbia because of civil unrest and Argentina backed out because of a spike in coronavirus cases.\nCONMEBOL chose Brazil as the location of the games, but an outcry arose over the country's choice because of the large number of COVID-19 deaths that have occurred there, some 479,000, which is second only to the U.S.\nWith players complaining about the location choice, multinational companies began dropping their sponsorship of the games, potentially undermining the games and putting fuboTV's opportunity in jeopardy.\nA case of cold feet\nAmBev (NYSE:ABEV), the Brazilian unit of Anheuser-Busch InBev (NYSE:BUD)and sponsor of the Brazilian national team, announced \"its brands will not be present at the Copa America,\" as did Mastercard (NYSE:MA), which said it would not \"activate\" its sponsorship of the games, something it has done since 1992.\nThat was followed by global spirits distributor Diageo (NYSE:DEO), which said it was withdrawing sponsorship of Copa America \"given the current Brazilian health situation and out of respect for this moment of the COVID-19 pandemic.\"\nParties have gone to court to try to block Brazil from hosting the games, but the country's Supreme Court rejected the injunction bids and said the games could proceed, though they ordered various health and safety measures be implemented.\nThere also don't seem to be any boycotts of the games yet. While the Brazilian national team had called out \"humanitarian\" concerns over locating the games in their home country, it said it would still play.\nAn exclusive opportunity\nThis is why the qualifying games are so critical for fuboTV. To contain the possible spread of COVID-19, Brazilian officials are holding the games without fans present in the stadium, and the teams will undergo testing every 48 hours. Players will also have their movements restricted as they travel between the four host cities.\nThat means fans will need to find alternative means of watching the games, and with the sporting event's huge global popularity, fuboTV has a unique opportunity to see a massive influx of new subscribers to its streaming service.\nSelect English-language games will be available to subscribers who have the fubo Sports Network, but they will only be available on fuboTV and not through the network's usual off-platform distribution partners, such as ViacomCBS' Pluto TV.\nThe Copa America games will be free to current fuboTV subscribers, while new subscribers need to sign up for one of fubo's plans and then add the CONMEBOL & More package for an additional $7 per month. That package includes eight other premium sports channels featuring soccer, baseball, football, basketball, and more.\nIt's still game on\nfuboTV looks like it will avoid a collapse of the Copa America games, though other CONMEBOL games are going off without a hitch so far. As long as other major sponsors stay put, the teams don't boycott, and there are no COVID-19 outbreaks among players, it should be a success.\nThe situation, though, shows just how fragile the sporting world still is as it emerges from the pandemic and tries returning to a sense of normalcy. fuboTV, though, still has enormous growth prospects before it.","news_type":1,"symbols_score_info":{"FUBO":0.9}},"isVote":1,"tweetType":1,"viewCount":2454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185255667,"gmtCreate":1623656170459,"gmtModify":1634030576105,"author":{"id":"3561864418779985","authorId":"3561864418779985","name":"blackrabbit","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561864418779985","idStr":"3561864418779985"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185255667","repostId":"1163127718","repostType":4,"repost":{"id":"1163127718","kind":"news","pubTimestamp":1623640604,"share":"https://www.laohu8.com/m/news/1163127718?lang=zh_CN&edition=full","pubTime":"2021-06-14 11:16","market":"us","language":"en","title":"AMD’s stock has been left behind, but not for long — here’s why<blockquote>AMD的股票已经落后，但不会太久——原因如下</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163127718","media":"MarketWatch","summary":"Advanced Micro Devices has a slew of new cutting-edge products, not to mention a key acquisition, to","content":"<p>Advanced Micro Devices has a slew of new cutting-edge products, not to mention a key acquisition, to accelerate growth.</p><p><blockquote>Advanced Micro Devices拥有一系列新的尖端产品，更不用说一项关键收购来加速增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b46f527aa40d36fd2c1a5697760ca79d\" tg-width=\"1260\" tg-height=\"840\"><span>(GETTY IMAGES)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（盖蒂图片社）</span></p></blockquote></p><p> Technology as a sector still looks like a buy after a recent rebound, but&nbsp;one chip stock stands out in particular.</p><p><blockquote>在最近的反弹之后，科技作为一个行业看起来仍然值得买入，但一只芯片股尤其突出。</blockquote></p><p> While the iShares PHLX Semiconductor ETF&nbsp;and Nvidia Corp.NVDAhave recovered from their May swoons, Advanced Micro Devices Inc.&nbsp;hasn’t yet fully rebounded. This makes the stock look like one to own, even though it is up 517% since I last suggested itin February 2017, compared with gains of 80% for the S&amp;P 500&nbsp;and 140% for Nasdaq Composite Index.</p><p><blockquote>虽然iShares PHLX Semiconductor ETF和Nvidia Corp.NVDA已经从5月份的低迷中恢复过来，但Advanced Micro Devices Inc.尚未完全反弹。这使得该股看起来值得持有，尽管自我上次在2017年2月建议该股以来，该股已上涨517%，而标普500和纳斯达克综合指数分别上涨了80%和140%。</blockquote></p><p> Let’s take a look at why, and how AMD stacks up against competitors.</p><p><blockquote>让我们来看看为什么，以及AMD如何与竞争对手相比。</blockquote></p><p> <b>Key dynamics</b></p><p><blockquote><b>关键动态</b></blockquote></p><p> Advanced Micro Devices designs central processing units (CPUs) and graphics processing units (GPUs) used in data center servers, PCs and videogame consoles. That makes it a play on two of the biggest trends in tech right now — migration to the cloud and videogame hardware. Historically, the company lagged Intel Corp..But it has now surpassed its rival because of innovative chip designs and manufacturing issues at Intel.</p><p><blockquote>Advanced Micro Devices设计用于数据中心服务器、PC和视频游戏机的中央处理器（CPU）和图形处理器（GPU）。这使得它成为目前科技领域两大趋势的一部分——向云和视频游戏硬件的迁移。从历史上看，该公司落后于英特尔公司。但由于英特尔的创新芯片设计和制造问题，它现在已经超过了竞争对手。</blockquote></p><p> Over the past few years, AMD has rolled out highly competitive lines of chips, thanks to the leadership of CEO Lisa Su, who took the helm in 2014, says tech analyst Peter Karazeris at Thrivent. This put AMD back in the game. AMD’s EPYC series of processors for servers has been endorsed by broad usage among the main cloud providers — including Amazon Inc.,Alphabet Inc.,Microsoft Corp.,Oracle Corp.&nbsp;and Tencent Holdings Ltd.AMD’s Radeon GPUs for gaming hardware and its Ryzen line of chips used in PCs and laptops are equally successful.</p><p><blockquote>Thrivent的技术分析师Peter Karazeris表示，在2014年上任的首席执行官Lisa Su的领导下，AMD推出了极具竞争力的芯片系列。这让AMD重新回到了游戏中。AMD用于服务器的EPYC系列处理器已被主要云提供商广泛使用，包括亚马逊公司、Alphabet公司、微软公司、甲骨文公司和腾讯控股控股有限公司。AMD用于游戏硬件的Radeon GPU及其用于PC和笔记本电脑的Ryzen系列芯片同样成功。</blockquote></p><p> Besides better chip design, AMD has pulled ahead by drawing on advanced manufacturing capabilities of Taiwan Semiconductor&nbsp;Manufacturing Co. Ltd.,which can pack more punch in chips through the use of smaller, 7 nanometer transistors. Intel is stuck back at 10 nanometers.</p><p><blockquote>除了更好的芯片设计，AMD还通过利用台积电制造有限公司的先进制造能力取得了领先，该公司可以通过使用更小的7纳米晶体管来封装更多的芯片。英特尔被困在10纳米。</blockquote></p><p> Here’s the upshot in all of this: AMD is a solid play on the megatrend of cloud computing and the related data center buildout. It’s a bet on the increasing complexity of artificial intelligence and big data analytics. And its GPU chips give Nvidia a run for the money. That makes AMD a play on the new Xbox and Sony PlayStation console upgrade cycle and the potential release of a new Nintendo Switch later this year. AMD is also now a serious contender in PCs and notebooks.</p><p><blockquote>这一切的结果是：AMD在云计算和相关数据中心建设的大趋势中发挥了坚实的作用。这是对人工智能和大数据分析日益复杂的押注。它的GPU芯片让英伟达物有所值。这使得AMD在新的Xbox和索尼PlayStation游戏机升级周期中发挥了作用，并有可能在今年晚些时候发布新的任天堂Switch。AMD现在也是个人电脑和笔记本电脑的有力竞争者。</blockquote></p><p> “Our goal at AMD is to really be the leader in the high-performance computing wave,” says Su.</p><p><blockquote>“我们AMD的目标是真正成为高性能计算浪潮的领导者，”Su说。</blockquote></p><p> She’s getting her way, and you can see the success in the numbers. First-quarter sales grew 93% year-over-year and 6% sequentially. AMD guided for 50% sales growth for the year, up from prior guidance of 37% growth.</p><p><blockquote>她正在如愿以偿，你可以从数字中看到成功。第一季度销售额同比增长93%，环比增长6%。AMD预计今年销售额增长50%，高于之前37%的增长指引。</blockquote></p><p> “We believe this guidance should be easily attainable, particularly as Intel deals with manufacturing challenges,” says Morningstar analyst Abhinav Davuluri.</p><p><blockquote>晨星分析师Abhinav Davuluri表示：“我们相信这一指导应该很容易实现，特别是在英特尔应对制造挑战的情况下。”</blockquote></p><p> In CPUs, sales are growing faster than those of the overall industry, which tells us AMD is gaining share from competitors.</p><p><blockquote>在CPU领域，销售额的增长速度快于整个行业，这告诉我们AMD正在从竞争对手那里获得份额。</blockquote></p><p> “We expect continued share growth through the balance of the year and into 2022,” says Goldman Sachs analyst Toshiya Hari, who has a buy rating and a $106 price target on AMD. The chip company is on Goldman’s “conviction list” of highly favored companies.</p><p><blockquote>高盛分析师Toshiya Hari表示：“我们预计今年剩余时间和2022年股价将持续增长。”他对AMD给予买入评级和106美元的目标价。这家芯片公司在高盛高度青睐公司的“定罪名单”上。</blockquote></p><p> Here’s how AMD stacks up against competitors in terms of growth in the most recent quarter, profit margins and valuation:</p><p><blockquote>以下是AMD在最近一个季度的增长、利润率和估值方面与竞争对手的比较：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc890546f0d4079834223660e88bc00d\" tg-width=\"1260\" tg-height=\"387\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Cash and cash flow</b></p><p><blockquote><b>现金及现金流量</b></blockquote></p><p> Big cash positions and solid cash flow are positives for investors because they give companies freedom that comes from reliance on banks for financing. Strong cash positions also support investor-friendly moves, such as buybacks and dividends.</p><p><blockquote>大量现金头寸和稳健的现金流对投资者来说是积极的，因为它们为公司提供了依赖银行融资的自由。强劲的现金头寸也支持对投资者友好的举措，例如回购和股息。</blockquote></p><p> Thanks to all the growth, AMD’s cash position rose sharply last year to $2.3 billion, from $1.5 billion in 2019. AMD doesn’t pay a dividend, but its board recently approved a large $4 billion share repurchase. As the company’s first big return of cash to shareholders, this represents about 4% of AMD’s market capitalization. It also signals the company’s confidence in its business and ability to continue generating solid free cash flow despite rising concerns about intensifying competition, says Deutsche Bank analyst Ross Seymore.</p><p><blockquote>得益于所有的增长，AMD的现金头寸从2019年的15亿美元大幅上升至去年的23亿美元。AMD不支付股息，但其董事会最近批准了40亿美元的巨额股票回购。作为该公司首次向股东返还大笔现金，这约占AMD市值的4%。德意志银行分析师罗斯·西莫尔表示，这也表明该公司对其业务充满信心，尽管人们越来越担心竞争加剧，但仍有能力继续产生稳定的自由现金流。</blockquote></p><p> Here’s a look at AMD’s cash position and cash flow&nbsp; growth, relative to competitors. The numbers for Marvell Technology Inc.&nbsp;are through Jan. 30, 2021. The rest are for the first quarter:</p><p><blockquote>以下是AMD相对于竞争对手的现金状况和现金流增长情况。Marvell Technology Inc.的数据截至2021年1月30日。其余为第一季度：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/798ea9650ce6e4247ba91b6912e48a82\" tg-width=\"1260\" tg-height=\"453\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Global reach</b></p><p><blockquote><b>全球影响力</b></blockquote></p><p></p><p> AMD books sales in many regions. That’s a positive when global growth is as strong as it is now — lifted by $30 trillion in fiscal and monetary stimulus worldwide. Big exposure to China could be a risk because of U.S.-China tensions, but this issue seems to be diminishing a bit under President Biden, at least so far.</p><p><blockquote>AMD在许多地区都有销售记录。当全球经济增长像现在这样强劲时，这是一个积极的因素——在全球30万亿美元的财政和货币刺激措施的推动下。由于美中紧张局势，大量接触中国可能是一种风险，但在拜登总统的领导下，这个问题似乎有所减少，至少到目前为止是这样。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04e42a7c55f914ecd7ddb2cbf8562253\" tg-width=\"1259\" tg-height=\"772\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Stock valuation and performance</b></p><p><blockquote><b>股票估值和表现</b></blockquote></p><p> By most measures, AMD is the second-priciest stock in its group. But given the growth, it’s justified.</p><p><blockquote>从大多数指标来看，AMD是同类股票中第二贵的股票。但考虑到增长，这是合理的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b26407edc4248424b878d3024bb9ac2\" tg-width=\"1260\" tg-height=\"550\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Wall Street’s opinion</b></p><p><blockquote><b>华尔街的观点</b></blockquote></p><p> As a group, Wall Street analysts are predicting the biggest gains for AMD, among all the companies in its space. It’s also notable that only 61% of analysts have a buy rating, lower than the percentages for Nvidia, Broadcom Inc.,Marvell and Analog Devices Inc..For investors, this is a positive because it tells us there’s more room for sell-side analysts to turn bullish and drive their clients into the name.</p><p><blockquote>作为一个整体，华尔街分析师预测AMD的涨幅是该领域所有公司中最大的。同样值得注意的是，只有61%的分析师给予买入评级，低于英伟达、博通公司、Marvell和ADI公司的比例。对于投资者来说，这是一个积极的因素，因为它告诉我们卖方分析师有更多的空间转向看涨并推动他们的客户进入该名称。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/995f76673215ab81971fbc2e8ace0641\" tg-width=\"1260\" tg-height=\"551\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> One big risk for AMD is that Intel stages a comeback, notes Tony Wang, a tech analyst at T. Rowe Price. Intel has done so before. But AMD still has a few tricks up its sleeve.</p><p><blockquote>T.Rowe Price科技分析师Tony Wang指出，AMD面临的一大风险是英特尔卷土重来。英特尔以前也这样做过。但AMD仍然有一些锦囊妙计。</blockquote></p><p> It recently launched a more advanced version of its EPYC processor, codenamed Milan. This line of server chips will ramp up sales in the second half of this year. AMD is making the leap to even more efficient 5 nanometer production with a line of chips dubbed Genoa, slated for release in 2022. These two rollouts will allow AMD to continue its market-share gains against competitors including Intel, says Jefferies analyst Mark&nbsp;Lipacis — one reason he has a “buy” rating and a $110 price target on the stock.</p><p><blockquote>它最近推出了更高级版本的EPYC处理器，代号为Milan。该系列服务器芯片将在今年下半年提升销量。AMD正在向更高效的5纳米生产迈进，推出了一系列名为Genoa的芯片，计划于2022年发布。杰富瑞(Jefferies)分析师马克·利帕西斯(Mark Lipacis)表示，这两项产品的推出将使AMD在相对于英特尔等竞争对手的市场份额中继续增长，这也是他给予该股“买入”评级和110美元目标价的原因之一。</blockquote></p><p> AMD is also rolling out next-generation GPUs based on its Compute DNA (CDNA)&nbsp;chip architecture, for use in data centers. And AMD’s merger with Xilinx Inc.&nbsp;later this year should help AMD produce even more sophisticated chips by incorporating Xilinx’s field-programmable gate array (FPGA) capabilities into its chip designs. FPGA gives customers more leeway to customize chips for their own needs.</p><p><blockquote>AMD还推出了基于其计算DNA（CDNA）芯片架构的下一代GPU，用于数据中心。AMD今年晚些时候与Xilinx Inc.的合并应该会通过将Xilinx的现场可编程门阵列（FPGA）功能整合到其芯片设计中来帮助AMD生产更复杂的芯片。FPGA为客户提供了更多的余地，可以根据自己的需求定制芯片。</blockquote></p><p> Other risks include the cyclical nature of the chip industry and the unpredictable demand from consumers and companies as economic growth rates change. One more threat is the broader adoption of competing chips based on ARM (advanced RISC machines) technology.</p><p><blockquote>其他风险包括芯片行业的周期性，以及随着经济增长率的变化，消费者和企业的需求不可预测。另一个威胁是基于ARM（高级RISC机器）技术的竞争芯片的更广泛采用。</blockquote></p><p> <b>Important dates</b></p><p><blockquote><b>重要日期</b></blockquote></p><p> <b>July 26:</b>Second-quarter earnings release.</p><p><blockquote><b>7月26日：</b>第二季度财报发布。</blockquote></p><p> <b>Oct. 25:</b>Third-quarter earnings release.</p><p><blockquote><b>10月25日：</b>第三季度财报发布。</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>AMD’s stock has been left behind, but not for long — here’s why<blockquote>AMD的股票已经落后，但不会太久——原因如下</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\">\nAMD’s stock has been left behind, but not for long — here’s why<blockquote>AMD的股票已经落后，但不会太久——原因如下</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-06-14 11:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Advanced Micro Devices has a slew of new cutting-edge products, not to mention a key acquisition, to accelerate growth.</p><p><blockquote>Advanced Micro Devices拥有一系列新的尖端产品，更不用说一项关键收购来加速增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b46f527aa40d36fd2c1a5697760ca79d\" tg-width=\"1260\" tg-height=\"840\"><span>(GETTY IMAGES)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（盖蒂图片社）</span></p></blockquote></p><p> Technology as a sector still looks like a buy after a recent rebound, but&nbsp;one chip stock stands out in particular.</p><p><blockquote>在最近的反弹之后，科技作为一个行业看起来仍然值得买入，但一只芯片股尤其突出。</blockquote></p><p> While the iShares PHLX Semiconductor ETF&nbsp;and Nvidia Corp.NVDAhave recovered from their May swoons, Advanced Micro Devices Inc.&nbsp;hasn’t yet fully rebounded. This makes the stock look like one to own, even though it is up 517% since I last suggested itin February 2017, compared with gains of 80% for the S&amp;P 500&nbsp;and 140% for Nasdaq Composite Index.</p><p><blockquote>虽然iShares PHLX Semiconductor ETF和Nvidia Corp.NVDA已经从5月份的低迷中恢复过来，但Advanced Micro Devices Inc.尚未完全反弹。这使得该股看起来值得持有，尽管自我上次在2017年2月建议该股以来，该股已上涨517%，而标普500和纳斯达克综合指数分别上涨了80%和140%。</blockquote></p><p> Let’s take a look at why, and how AMD stacks up against competitors.</p><p><blockquote>让我们来看看为什么，以及AMD如何与竞争对手相比。</blockquote></p><p> <b>Key dynamics</b></p><p><blockquote><b>关键动态</b></blockquote></p><p> Advanced Micro Devices designs central processing units (CPUs) and graphics processing units (GPUs) used in data center servers, PCs and videogame consoles. That makes it a play on two of the biggest trends in tech right now — migration to the cloud and videogame hardware. Historically, the company lagged Intel Corp..But it has now surpassed its rival because of innovative chip designs and manufacturing issues at Intel.</p><p><blockquote>Advanced Micro Devices设计用于数据中心服务器、PC和视频游戏机的中央处理器（CPU）和图形处理器（GPU）。这使得它成为目前科技领域两大趋势的一部分——向云和视频游戏硬件的迁移。从历史上看，该公司落后于英特尔公司。但由于英特尔的创新芯片设计和制造问题，它现在已经超过了竞争对手。</blockquote></p><p> Over the past few years, AMD has rolled out highly competitive lines of chips, thanks to the leadership of CEO Lisa Su, who took the helm in 2014, says tech analyst Peter Karazeris at Thrivent. This put AMD back in the game. AMD’s EPYC series of processors for servers has been endorsed by broad usage among the main cloud providers — including Amazon Inc.,Alphabet Inc.,Microsoft Corp.,Oracle Corp.&nbsp;and Tencent Holdings Ltd.AMD’s Radeon GPUs for gaming hardware and its Ryzen line of chips used in PCs and laptops are equally successful.</p><p><blockquote>Thrivent的技术分析师Peter Karazeris表示，在2014年上任的首席执行官Lisa Su的领导下，AMD推出了极具竞争力的芯片系列。这让AMD重新回到了游戏中。AMD用于服务器的EPYC系列处理器已被主要云提供商广泛使用，包括亚马逊公司、Alphabet公司、微软公司、甲骨文公司和腾讯控股控股有限公司。AMD用于游戏硬件的Radeon GPU及其用于PC和笔记本电脑的Ryzen系列芯片同样成功。</blockquote></p><p> Besides better chip design, AMD has pulled ahead by drawing on advanced manufacturing capabilities of Taiwan Semiconductor&nbsp;Manufacturing Co. Ltd.,which can pack more punch in chips through the use of smaller, 7 nanometer transistors. Intel is stuck back at 10 nanometers.</p><p><blockquote>除了更好的芯片设计，AMD还通过利用台积电制造有限公司的先进制造能力取得了领先，该公司可以通过使用更小的7纳米晶体管来封装更多的芯片。英特尔被困在10纳米。</blockquote></p><p> Here’s the upshot in all of this: AMD is a solid play on the megatrend of cloud computing and the related data center buildout. It’s a bet on the increasing complexity of artificial intelligence and big data analytics. And its GPU chips give Nvidia a run for the money. That makes AMD a play on the new Xbox and Sony PlayStation console upgrade cycle and the potential release of a new Nintendo Switch later this year. AMD is also now a serious contender in PCs and notebooks.</p><p><blockquote>这一切的结果是：AMD在云计算和相关数据中心建设的大趋势中发挥了坚实的作用。这是对人工智能和大数据分析日益复杂的押注。它的GPU芯片让英伟达物有所值。这使得AMD在新的Xbox和索尼PlayStation游戏机升级周期中发挥了作用，并有可能在今年晚些时候发布新的任天堂Switch。AMD现在也是个人电脑和笔记本电脑的有力竞争者。</blockquote></p><p> “Our goal at AMD is to really be the leader in the high-performance computing wave,” says Su.</p><p><blockquote>“我们AMD的目标是真正成为高性能计算浪潮的领导者，”Su说。</blockquote></p><p> She’s getting her way, and you can see the success in the numbers. First-quarter sales grew 93% year-over-year and 6% sequentially. AMD guided for 50% sales growth for the year, up from prior guidance of 37% growth.</p><p><blockquote>她正在如愿以偿，你可以从数字中看到成功。第一季度销售额同比增长93%，环比增长6%。AMD预计今年销售额增长50%，高于之前37%的增长指引。</blockquote></p><p> “We believe this guidance should be easily attainable, particularly as Intel deals with manufacturing challenges,” says Morningstar analyst Abhinav Davuluri.</p><p><blockquote>晨星分析师Abhinav Davuluri表示：“我们相信这一指导应该很容易实现，特别是在英特尔应对制造挑战的情况下。”</blockquote></p><p> In CPUs, sales are growing faster than those of the overall industry, which tells us AMD is gaining share from competitors.</p><p><blockquote>在CPU领域，销售额的增长速度快于整个行业，这告诉我们AMD正在从竞争对手那里获得份额。</blockquote></p><p> “We expect continued share growth through the balance of the year and into 2022,” says Goldman Sachs analyst Toshiya Hari, who has a buy rating and a $106 price target on AMD. The chip company is on Goldman’s “conviction list” of highly favored companies.</p><p><blockquote>高盛分析师Toshiya Hari表示：“我们预计今年剩余时间和2022年股价将持续增长。”他对AMD给予买入评级和106美元的目标价。这家芯片公司在高盛高度青睐公司的“定罪名单”上。</blockquote></p><p> Here’s how AMD stacks up against competitors in terms of growth in the most recent quarter, profit margins and valuation:</p><p><blockquote>以下是AMD在最近一个季度的增长、利润率和估值方面与竞争对手的比较：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc890546f0d4079834223660e88bc00d\" tg-width=\"1260\" tg-height=\"387\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Cash and cash flow</b></p><p><blockquote><b>现金及现金流量</b></blockquote></p><p> Big cash positions and solid cash flow are positives for investors because they give companies freedom that comes from reliance on banks for financing. Strong cash positions also support investor-friendly moves, such as buybacks and dividends.</p><p><blockquote>大量现金头寸和稳健的现金流对投资者来说是积极的，因为它们为公司提供了依赖银行融资的自由。强劲的现金头寸也支持对投资者友好的举措，例如回购和股息。</blockquote></p><p> Thanks to all the growth, AMD’s cash position rose sharply last year to $2.3 billion, from $1.5 billion in 2019. AMD doesn’t pay a dividend, but its board recently approved a large $4 billion share repurchase. As the company’s first big return of cash to shareholders, this represents about 4% of AMD’s market capitalization. It also signals the company’s confidence in its business and ability to continue generating solid free cash flow despite rising concerns about intensifying competition, says Deutsche Bank analyst Ross Seymore.</p><p><blockquote>得益于所有的增长，AMD的现金头寸从2019年的15亿美元大幅上升至去年的23亿美元。AMD不支付股息，但其董事会最近批准了40亿美元的巨额股票回购。作为该公司首次向股东返还大笔现金，这约占AMD市值的4%。德意志银行分析师罗斯·西莫尔表示，这也表明该公司对其业务充满信心，尽管人们越来越担心竞争加剧，但仍有能力继续产生稳定的自由现金流。</blockquote></p><p> Here’s a look at AMD’s cash position and cash flow&nbsp; growth, relative to competitors. The numbers for Marvell Technology Inc.&nbsp;are through Jan. 30, 2021. The rest are for the first quarter:</p><p><blockquote>以下是AMD相对于竞争对手的现金状况和现金流增长情况。Marvell Technology Inc.的数据截至2021年1月30日。其余为第一季度：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/798ea9650ce6e4247ba91b6912e48a82\" tg-width=\"1260\" tg-height=\"453\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Global reach</b></p><p><blockquote><b>全球影响力</b></blockquote></p><p></p><p> AMD books sales in many regions. That’s a positive when global growth is as strong as it is now — lifted by $30 trillion in fiscal and monetary stimulus worldwide. Big exposure to China could be a risk because of U.S.-China tensions, but this issue seems to be diminishing a bit under President Biden, at least so far.</p><p><blockquote>AMD在许多地区都有销售记录。当全球经济增长像现在这样强劲时，这是一个积极的因素——在全球30万亿美元的财政和货币刺激措施的推动下。由于美中紧张局势，大量接触中国可能是一种风险，但在拜登总统的领导下，这个问题似乎有所减少，至少到目前为止是这样。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04e42a7c55f914ecd7ddb2cbf8562253\" tg-width=\"1259\" tg-height=\"772\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Stock valuation and performance</b></p><p><blockquote><b>股票估值和表现</b></blockquote></p><p> By most measures, AMD is the second-priciest stock in its group. But given the growth, it’s justified.</p><p><blockquote>从大多数指标来看，AMD是同类股票中第二贵的股票。但考虑到增长，这是合理的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b26407edc4248424b878d3024bb9ac2\" tg-width=\"1260\" tg-height=\"550\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Wall Street’s opinion</b></p><p><blockquote><b>华尔街的观点</b></blockquote></p><p> As a group, Wall Street analysts are predicting the biggest gains for AMD, among all the companies in its space. It’s also notable that only 61% of analysts have a buy rating, lower than the percentages for Nvidia, Broadcom Inc.,Marvell and Analog Devices Inc..For investors, this is a positive because it tells us there’s more room for sell-side analysts to turn bullish and drive their clients into the name.</p><p><blockquote>作为一个整体，华尔街分析师预测AMD的涨幅是该领域所有公司中最大的。同样值得注意的是，只有61%的分析师给予买入评级，低于英伟达、博通公司、Marvell和ADI公司的比例。对于投资者来说，这是一个积极的因素，因为它告诉我们卖方分析师有更多的空间转向看涨并推动他们的客户进入该名称。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/995f76673215ab81971fbc2e8ace0641\" tg-width=\"1260\" tg-height=\"551\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> One big risk for AMD is that Intel stages a comeback, notes Tony Wang, a tech analyst at T. Rowe Price. Intel has done so before. But AMD still has a few tricks up its sleeve.</p><p><blockquote>T.Rowe Price科技分析师Tony Wang指出，AMD面临的一大风险是英特尔卷土重来。英特尔以前也这样做过。但AMD仍然有一些锦囊妙计。</blockquote></p><p> It recently launched a more advanced version of its EPYC processor, codenamed Milan. This line of server chips will ramp up sales in the second half of this year. AMD is making the leap to even more efficient 5 nanometer production with a line of chips dubbed Genoa, slated for release in 2022. These two rollouts will allow AMD to continue its market-share gains against competitors including Intel, says Jefferies analyst Mark&nbsp;Lipacis — one reason he has a “buy” rating and a $110 price target on the stock.</p><p><blockquote>它最近推出了更高级版本的EPYC处理器，代号为Milan。该系列服务器芯片将在今年下半年提升销量。AMD正在向更高效的5纳米生产迈进，推出了一系列名为Genoa的芯片，计划于2022年发布。杰富瑞(Jefferies)分析师马克·利帕西斯(Mark Lipacis)表示，这两项产品的推出将使AMD在相对于英特尔等竞争对手的市场份额中继续增长，这也是他给予该股“买入”评级和110美元目标价的原因之一。</blockquote></p><p> AMD is also rolling out next-generation GPUs based on its Compute DNA (CDNA)&nbsp;chip architecture, for use in data centers. And AMD’s merger with Xilinx Inc.&nbsp;later this year should help AMD produce even more sophisticated chips by incorporating Xilinx’s field-programmable gate array (FPGA) capabilities into its chip designs. FPGA gives customers more leeway to customize chips for their own needs.</p><p><blockquote>AMD还推出了基于其计算DNA（CDNA）芯片架构的下一代GPU，用于数据中心。AMD今年晚些时候与Xilinx Inc.的合并应该会通过将Xilinx的现场可编程门阵列（FPGA）功能整合到其芯片设计中来帮助AMD生产更复杂的芯片。FPGA为客户提供了更多的余地，可以根据自己的需求定制芯片。</blockquote></p><p> Other risks include the cyclical nature of the chip industry and the unpredictable demand from consumers and companies as economic growth rates change. One more threat is the broader adoption of competing chips based on ARM (advanced RISC machines) technology.</p><p><blockquote>其他风险包括芯片行业的周期性，以及随着经济增长率的变化，消费者和企业的需求不可预测。另一个威胁是基于ARM（高级RISC机器）技术的竞争芯片的更广泛采用。</blockquote></p><p> <b>Important dates</b></p><p><blockquote><b>重要日期</b></blockquote></p><p> <b>July 26:</b>Second-quarter earnings release.</p><p><blockquote><b>7月26日：</b>第二季度财报发布。</blockquote></p><p> <b>Oct. 25:</b>Third-quarter earnings release.</p><p><blockquote><b>10月25日：</b>第三季度财报发布。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/amds-stock-has-been-left-behind-but-not-for-long-heres-why-11623343634?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"},"source_url":"https://www.marketwatch.com/story/amds-stock-has-been-left-behind-but-not-for-long-heres-why-11623343634?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163127718","content_text":"Advanced Micro Devices has a slew of new cutting-edge products, not to mention a key acquisition, to accelerate growth.\n(GETTY IMAGES)\nTechnology as a sector still looks like a buy after a recent rebound, but one chip stock stands out in particular.\nWhile the iShares PHLX Semiconductor ETF and Nvidia Corp.NVDAhave recovered from their May swoons, Advanced Micro Devices Inc. hasn’t yet fully rebounded. This makes the stock look like one to own, even though it is up 517% since I last suggested itin February 2017, compared with gains of 80% for the S&P 500 and 140% for Nasdaq Composite Index.\nLet’s take a look at why, and how AMD stacks up against competitors.\nKey dynamics\nAdvanced Micro Devices designs central processing units (CPUs) and graphics processing units (GPUs) used in data center servers, PCs and videogame consoles. That makes it a play on two of the biggest trends in tech right now — migration to the cloud and videogame hardware. Historically, the company lagged Intel Corp..But it has now surpassed its rival because of innovative chip designs and manufacturing issues at Intel.\nOver the past few years, AMD has rolled out highly competitive lines of chips, thanks to the leadership of CEO Lisa Su, who took the helm in 2014, says tech analyst Peter Karazeris at Thrivent. This put AMD back in the game. AMD’s EPYC series of processors for servers has been endorsed by broad usage among the main cloud providers — including Amazon Inc.,Alphabet Inc.,Microsoft Corp.,Oracle Corp. and Tencent Holdings Ltd.AMD’s Radeon GPUs for gaming hardware and its Ryzen line of chips used in PCs and laptops are equally successful.\nBesides better chip design, AMD has pulled ahead by drawing on advanced manufacturing capabilities of Taiwan Semiconductor Manufacturing Co. Ltd.,which can pack more punch in chips through the use of smaller, 7 nanometer transistors. Intel is stuck back at 10 nanometers.\nHere’s the upshot in all of this: AMD is a solid play on the megatrend of cloud computing and the related data center buildout. It’s a bet on the increasing complexity of artificial intelligence and big data analytics. And its GPU chips give Nvidia a run for the money. That makes AMD a play on the new Xbox and Sony PlayStation console upgrade cycle and the potential release of a new Nintendo Switch later this year. AMD is also now a serious contender in PCs and notebooks.\n“Our goal at AMD is to really be the leader in the high-performance computing wave,” says Su.\nShe’s getting her way, and you can see the success in the numbers. First-quarter sales grew 93% year-over-year and 6% sequentially. AMD guided for 50% sales growth for the year, up from prior guidance of 37% growth.\n“We believe this guidance should be easily attainable, particularly as Intel deals with manufacturing challenges,” says Morningstar analyst Abhinav Davuluri.\nIn CPUs, sales are growing faster than those of the overall industry, which tells us AMD is gaining share from competitors.\n“We expect continued share growth through the balance of the year and into 2022,” says Goldman Sachs analyst Toshiya Hari, who has a buy rating and a $106 price target on AMD. The chip company is on Goldman’s “conviction list” of highly favored companies.\nHere’s how AMD stacks up against competitors in terms of growth in the most recent quarter, profit margins and valuation:\n(FACTSET)\nCash and cash flow\nBig cash positions and solid cash flow are positives for investors because they give companies freedom that comes from reliance on banks for financing. Strong cash positions also support investor-friendly moves, such as buybacks and dividends.\nThanks to all the growth, AMD’s cash position rose sharply last year to $2.3 billion, from $1.5 billion in 2019. AMD doesn’t pay a dividend, but its board recently approved a large $4 billion share repurchase. As the company’s first big return of cash to shareholders, this represents about 4% of AMD’s market capitalization. It also signals the company’s confidence in its business and ability to continue generating solid free cash flow despite rising concerns about intensifying competition, says Deutsche Bank analyst Ross Seymore.\nHere’s a look at AMD’s cash position and cash flow  growth, relative to competitors. The numbers for Marvell Technology Inc. are through Jan. 30, 2021. The rest are for the first quarter:\n(FACTSET)\nGlobal reach\nAMD books sales in many regions. That’s a positive when global growth is as strong as it is now — lifted by $30 trillion in fiscal and monetary stimulus worldwide. Big exposure to China could be a risk because of U.S.-China tensions, but this issue seems to be diminishing a bit under President Biden, at least so far.\n(FACTSET)\nStock valuation and performance\nBy most measures, AMD is the second-priciest stock in its group. But given the growth, it’s justified.\n(FACTSET)\nWall Street’s opinion\nAs a group, Wall Street analysts are predicting the biggest gains for AMD, among all the companies in its space. It’s also notable that only 61% of analysts have a buy rating, lower than the percentages for Nvidia, Broadcom Inc.,Marvell and Analog Devices Inc..For investors, this is a positive because it tells us there’s more room for sell-side analysts to turn bullish and drive their clients into the name.\n(FACTSET)\nRisks\nOne big risk for AMD is that Intel stages a comeback, notes Tony Wang, a tech analyst at T. Rowe Price. Intel has done so before. But AMD still has a few tricks up its sleeve.\nIt recently launched a more advanced version of its EPYC processor, codenamed Milan. This line of server chips will ramp up sales in the second half of this year. AMD is making the leap to even more efficient 5 nanometer production with a line of chips dubbed Genoa, slated for release in 2022. These two rollouts will allow AMD to continue its market-share gains against competitors including Intel, says Jefferies analyst Mark Lipacis — one reason he has a “buy” rating and a $110 price target on the stock.\nAMD is also rolling out next-generation GPUs based on its Compute DNA (CDNA) chip architecture, for use in data centers. And AMD’s merger with Xilinx Inc. later this year should help AMD produce even more sophisticated chips by incorporating Xilinx’s field-programmable gate array (FPGA) capabilities into its chip designs. FPGA gives customers more leeway to customize chips for their own needs.\nOther risks include the cyclical nature of the chip industry and the unpredictable demand from consumers and companies as economic growth rates change. One more threat is the broader adoption of competing chips based on ARM (advanced RISC machines) technology.\nImportant dates\nJuly 26:Second-quarter earnings release.\nOct. 25:Third-quarter earnings release.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":1909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185256266,"gmtCreate":1623656050455,"gmtModify":1634030577169,"author":{"id":"3561864418779985","authorId":"3561864418779985","name":"blackrabbit","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561864418779985","idStr":"3561864418779985"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185256266","repostId":"1146011836","repostType":4,"isVote":1,"tweetType":1,"viewCount":1706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":160819284,"gmtCreate":1623778910348,"gmtModify":1634028325780,"author":{"id":"3561864418779985","authorId":"3561864418779985","name":"blackrabbit","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561864418779985","idStr":"3561864418779985"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/160819284","repostId":"1180911259","repostType":4,"repost":{"id":"1180911259","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623765092,"share":"https://www.laohu8.com/m/news/1180911259?lang=zh_CN&edition=full","pubTime":"2021-06-15 21:51","market":"us","language":"en","title":"Blockchain stocks mixed in morning trading<blockquote>区块链股票早盘涨跌互现</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180911259","media":"Tiger Newspress","summary":"(June 15) Blockchain stocks mixed in morning trading.","content":"<p>(June&nbsp;15)&nbsp;Blockchain&nbsp;stocks&nbsp;mixed&nbsp;in&nbsp;morning&nbsp;trading.</p><p><blockquote>（6月15日）区块链股早盘涨跌不一。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2add04248d60bb69c41121475aca5e34\" tg-width=\"283\" tg-height=\"365\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE 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trading<blockquote>区块链股票早盘涨跌互现</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-06-15 21:51</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(June&nbsp;15)&nbsp;Blockchain&nbsp;stocks&nbsp;mixed&nbsp;in&nbsp;morning&nbsp;trading.</p><p><blockquote>（6月15日）区块链股早盘涨跌不一。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2add04248d60bb69c41121475aca5e34\" tg-width=\"283\" tg-height=\"365\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EBON":"亿邦国际","BTBT":"Bit Digital, Inc.","CAN":"嘉楠科技","RIOT":"Riot Platforms","MARA":"MARA Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180911259","content_text":"(June 15) Blockchain stocks mixed in morning trading.","news_type":1,"symbols_score_info":{"CAN":0.9,"EBON":0.9,"RIOT":0.9,"MARA":0.9,"BTBT":0.9}},"isVote":1,"tweetType":1,"viewCount":3031,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160818173,"gmtCreate":1623779069392,"gmtModify":1634028323037,"author":{"id":"3561864418779985","authorId":"3561864418779985","name":"blackrabbit","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561864418779985","idStr":"3561864418779985"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160818173","repostId":"2143377637","repostType":4,"isVote":1,"tweetType":1,"viewCount":1818,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160811541,"gmtCreate":1623779019083,"gmtModify":1634028323732,"author":{"id":"3561864418779985","authorId":"3561864418779985","name":"blackrabbit","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561864418779985","idStr":"3561864418779985"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160811541","repostId":"2143975821","repostType":4,"isVote":1,"tweetType":1,"viewCount":2041,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185249702,"gmtCreate":1623656399206,"gmtModify":1634030572437,"author":{"id":"3561864418779985","authorId":"3561864418779985","name":"blackrabbit","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561864418779985","idStr":"3561864418779985"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185249702","repostId":"1139389326","repostType":4,"isVote":1,"tweetType":1,"viewCount":3301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185257182,"gmtCreate":1623656248446,"gmtModify":1634030574768,"author":{"id":"3561864418779985","authorId":"3561864418779985","name":"blackrabbit","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561864418779985","idStr":"3561864418779985"},"themes":[],"htmlText":"Maybe","listText":"Maybe","text":"Maybe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185257182","repostId":"2142422555","repostType":4,"isVote":1,"tweetType":1,"viewCount":3431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185254062,"gmtCreate":1623656199956,"gmtModify":1634030575558,"author":{"id":"3561864418779985","authorId":"3561864418779985","name":"blackrabbit","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561864418779985","idStr":"3561864418779985"},"themes":[],"htmlText":"Goody","listText":"Goody","text":"Goody","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185254062","repostId":"1123083008","repostType":4,"repost":{"id":"1123083008","kind":"news","pubTimestamp":1623638943,"share":"https://www.laohu8.com/m/news/1123083008?lang=zh_CN&edition=full","pubTime":"2021-06-14 10:49","market":"us","language":"en","title":"Is fuboTV at Risk From This World Cup Controversy?<blockquote>富波电视是否因这场世界杯争议而面临风险？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123083008","media":"Motley Fool ","summary":"A change of venue and skittish advertisers make it a volatile situation.","content":"<p><b>fuboTV</b>&nbsp;(NYSE:FUBO)&nbsp;has a lot riding on the&nbsp;Qatar World Cup qualifying games&nbsp;that kicked off on June 3.</p><p><blockquote><b>富波电视</b>（纽约证券交易所股票代码：FUBO）对6月3日拉开帷幕的卡塔尔世界杯预选赛有很大影响。</blockquote></p><p> As the exclusive rights holder to livestream the 70 soccer matches of the South American Football Confederation, also known as CONMEBOL, the sports livestreaming platform has an opportunity to get tens of millions of new fans to sign up for its service.</p><p><blockquote>作为南美足球联合会（也称为CONMEBOL）70场足球比赛的独家直播权持有者，体育直播平台有机会吸引数千万新球迷注册其服务。</blockquote></p><p> With fuboTV's plans to launch a new sports betting platform later this year and seamlessly blend the two operations into a cohesive whole, the qualifying matches represent a huge revenue opportunity.</p><p><blockquote>富波电视计划在今年晚些时候推出一个新的体育博彩平台，并将两项业务无缝融合为一个有凝聚力的整体，资格赛代表着巨大的收入机会。</blockquote></p><p> Yet controversy over where the Copa America portion of the games will be played could upset those plans.</p><p><blockquote>然而，关于美洲杯部分比赛将在哪里举行的争议可能会打乱这些计划。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9190055f7e0a3f2296dd635294f7598\" tg-width=\"2000\" tg-height=\"1333\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> A country at risk</p><p><blockquote>处于危险中的国家</blockquote></p><p> Copa America is the oldest and arguably most prestigious football competition of national teams. Started in 1910 as part of celebrations around Argentina's independence, Chile, Uruguay, and Brazil also participated.</p><p><blockquote>美洲杯是最古老也可以说是最负盛名的国家队足球比赛。始于1910年，作为阿根廷独立庆祝活动的一部分，智利、乌拉圭和巴西也参加了。</blockquote></p><p> Back then, the tournament was called the Campeonato Sudamericano de Selecciones, but it changed to Copa America in 1975 and in 1993 began inviting teams from outside South America to compete. The U.S. and Mexico were the first teams permitted entry, though no outside club has ever won the tournaments.</p><p><blockquote>当时，这项赛事被称为Campeonato Sudamericano de Selecciones，但在1975年改为美洲杯，并于1993年开始邀请南美洲以外的球队参赛。美国和墨西哥是第一批被允许参赛的球队，尽管没有外部俱乐部赢得过比赛。</blockquote></p><p> This year Copa America was to be co-hosted by Columbia and Argentina, but CONMEBOL pulled the 10-nation games from Columbia because of civil unrest and Argentina backed out because of a spike in coronavirus cases.</p><p><blockquote>今年的美洲杯原定由哥伦比亚和阿根廷共同主办，但由于内乱，南美足联取消了哥伦比亚的10国运动会，阿根廷则因冠状病毒病例激增而退出。</blockquote></p><p> CONMEBOL chose Brazil as the location of the games, but an outcry arose over the country's choice because of the large number of COVID-19 deaths that have occurred there, some 479,000, which is second only to the U.S.</p><p><blockquote>CONMEBOL选择巴西作为奥运会举办地，但该国的选择引起了强烈抗议，因为那里发生了大量COVID-19死亡病例，约为479,000人，仅次于美国。</blockquote></p><p> With players complaining about the location choice, multinational companies began dropping their sponsorship of the games, potentially undermining the games and putting fuboTV's opportunity in jeopardy.</p><p><blockquote>随着玩家对地点选择的抱怨，跨国公司开始放弃对奥运会的赞助，这可能会破坏奥运会，并使fuboTV的机会处于危险之中。</blockquote></p><p> <b>A case of cold feet</b></p><p><blockquote><b>临阵退缩一例</b></blockquote></p><p> <b>AmBev</b>&nbsp;(NYSE:ABEV), the Brazilian unit of&nbsp;<b>Anheuser-Busch InBev</b>&nbsp;(NYSE:BUD)and sponsor of the Brazilian national team, announced \"its brands will not be present at the Copa America,\" as did&nbsp;<b>Mastercard</b>&nbsp;(NYSE:MA), which said it would not \"activate\" its sponsorship of the games, something it has done since 1992.</p><p><blockquote><b>安贝夫</b>（纽约证券交易所代码：ABEV），巴西子公司<b>百威英博</b>（纽约证券交易所股票代码：BUD）和巴西国家队赞助商宣布“其品牌将不会出现在美洲杯上”<b>万事达卡</b>（纽约证券交易所代码：MA）表示不会“激活”对奥运会的赞助，这是自1992年以来一直在做的事情。</blockquote></p><p> That was followed by global spirits distributor&nbsp;<b>Diageo</b>&nbsp;(NYSE:DEO), which said it was withdrawing sponsorship of Copa America \"given the current Brazilian health situation and out of respect for this moment of the COVID-19 pandemic.\"</p><p><blockquote>其次是全球烈酒经销商<b>帝亚吉欧</b>（纽约证券交易所股票代码：DEO）表示，“鉴于巴西目前的健康状况以及出于对COVID-19大流行这一时刻的尊重”，将撤回对美洲杯的赞助。</blockquote></p><p> Parties have gone to court to try to block Brazil from hosting the games, but the country's Supreme Court rejected the injunction bids and said the games could proceed, though they ordered various health and safety measures be implemented.</p><p><blockquote>各方已诉诸法院，试图阻止巴西举办奥运会，但该国最高法院驳回了禁令申请，并表示奥运会可以继续进行，尽管他们下令实施各种健康和安全措施。</blockquote></p><p> There also don't seem to be any boycotts of the games yet. While the Brazilian national team had called out \"humanitarian\" concerns over locating the games in their home country, it said it would still play.</p><p><blockquote>似乎也没有任何对奥运会的抵制。尽管巴西国家队对在自己的国家举办比赛表示了“人道主义”担忧，但它表示仍将参加比赛。</blockquote></p><p> <b>An exclusive opportunity</b></p><p><blockquote><b>独家机会</b></blockquote></p><p> This is why the qualifying games are so critical for fuboTV. To contain the possible spread of COVID-19, Brazilian officials are holding the games without fans present in the stadium, and the teams will undergo testing every 48 hours. Players will also have their movements restricted as they travel between the four host cities.</p><p><blockquote>这就是资格赛对fuboTV如此重要的原因。为了遏制新冠肺炎病毒可能的传播，巴西官员在没有球迷在场的情况下举行比赛，球队将每48小时接受一次检测。当玩家在四个主办城市之间旅行时，他们的行动也将受到限制。</blockquote></p><p> That means fans will need to find alternative means of watching the games, and with the sporting event's huge global popularity, fuboTV has a unique opportunity to see a massive influx of new subscribers to its&nbsp;streaming service.</p><p><blockquote>这意味着球迷需要找到观看比赛的替代方式，随着这项体育赛事在全球的巨大人气，fuboTV有一个独特的机会看到大量新订户涌入其流媒体服务。</blockquote></p><p> Select English-language games will be available to subscribers who have the fubo Sports Network, but they will only be available on fuboTV and not through the network's usual off-platform distribution partners, such as&nbsp;<b>ViacomCBS</b>' Pluto TV.</p><p><blockquote>拥有fubo Sports Network的订阅者将可以观看部分英语比赛，但这些比赛只能在fuboTV上观看，而不能通过该网络通常的平台外发行合作伙伴观看，例如<b>ViacomCBS</b>冥王星电视。</blockquote></p><p> The Copa America games will be free to current fuboTV subscribers, while new subscribers need to sign up for one of fubo's plans and then add the CONMEBOL &amp; More package for an additional $7 per month. That package includes eight other premium sports channels featuring soccer, baseball, football, basketball, and more.</p><p><blockquote>美洲杯比赛将对目前的富波电视订户免费，而新订户需要注册富波的一个计划，然后每月额外支付7美元添加CONMEBOL&amp;More套餐。该套餐包括其他八个优质体育频道，包括足球、棒球、橄榄球、篮球等。</blockquote></p><p> <b>It's still game on</b></p><p><blockquote><b>游戏还在继续</b></blockquote></p><p> fuboTV looks like it will avoid a collapse of the Copa America games, though other CONMEBOL games are going off without a hitch so far. As long as other major sponsors stay put, the teams don't boycott, and there are no COVID-19 outbreaks among players, it should be a success.</p><p><blockquote>富波电视看起来将避免美洲杯比赛的崩溃，尽管其他CONMEBOL比赛到目前为止进展顺利。只要其他主要赞助商留在原地，球队不抵制，球员中没有新冠肺炎疫情，这应该是成功的。</blockquote></p><p> The situation, though, shows just how fragile the sporting world still is as it emerges from the pandemic and tries returning to a sense of normalcy. fuboTV, though, still has&nbsp;enormous growth prospects&nbsp;before it.</p><p><blockquote>然而，这种情况表明，当体育界走出疫情并试图恢复正常时，它仍然是多么脆弱。不过，fuboTV仍有巨大的增长前景。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is fuboTV at Risk From This World Cup Controversy?<blockquote>富波电视是否因这场世界杯争议而面临风险？</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs fuboTV at Risk From This World Cup Controversy?<blockquote>富波电视是否因这场世界杯争议而面临风险？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool </strong><span class=\"h-time small\">2021-06-14 10:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>fuboTV</b>&nbsp;(NYSE:FUBO)&nbsp;has a lot riding on the&nbsp;Qatar World Cup qualifying games&nbsp;that kicked off on June 3.</p><p><blockquote><b>富波电视</b>（纽约证券交易所股票代码：FUBO）对6月3日拉开帷幕的卡塔尔世界杯预选赛有很大影响。</blockquote></p><p> As the exclusive rights holder to livestream the 70 soccer matches of the South American Football Confederation, also known as CONMEBOL, the sports livestreaming platform has an opportunity to get tens of millions of new fans to sign up for its service.</p><p><blockquote>作为南美足球联合会（也称为CONMEBOL）70场足球比赛的独家直播权持有者，体育直播平台有机会吸引数千万新球迷注册其服务。</blockquote></p><p> With fuboTV's plans to launch a new sports betting platform later this year and seamlessly blend the two operations into a cohesive whole, the qualifying matches represent a huge revenue opportunity.</p><p><blockquote>富波电视计划在今年晚些时候推出一个新的体育博彩平台，并将两项业务无缝融合为一个有凝聚力的整体，资格赛代表着巨大的收入机会。</blockquote></p><p> Yet controversy over where the Copa America portion of the games will be played could upset those plans.</p><p><blockquote>然而，关于美洲杯部分比赛将在哪里举行的争议可能会打乱这些计划。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9190055f7e0a3f2296dd635294f7598\" tg-width=\"2000\" tg-height=\"1333\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> A country at risk</p><p><blockquote>处于危险中的国家</blockquote></p><p> Copa America is the oldest and arguably most prestigious football competition of national teams. Started in 1910 as part of celebrations around Argentina's independence, Chile, Uruguay, and Brazil also participated.</p><p><blockquote>美洲杯是最古老也可以说是最负盛名的国家队足球比赛。始于1910年，作为阿根廷独立庆祝活动的一部分，智利、乌拉圭和巴西也参加了。</blockquote></p><p> Back then, the tournament was called the Campeonato Sudamericano de Selecciones, but it changed to Copa America in 1975 and in 1993 began inviting teams from outside South America to compete. The U.S. and Mexico were the first teams permitted entry, though no outside club has ever won the tournaments.</p><p><blockquote>当时，这项赛事被称为Campeonato Sudamericano de Selecciones，但在1975年改为美洲杯，并于1993年开始邀请南美洲以外的球队参赛。美国和墨西哥是第一批被允许参赛的球队，尽管没有外部俱乐部赢得过比赛。</blockquote></p><p> This year Copa America was to be co-hosted by Columbia and Argentina, but CONMEBOL pulled the 10-nation games from Columbia because of civil unrest and Argentina backed out because of a spike in coronavirus cases.</p><p><blockquote>今年的美洲杯原定由哥伦比亚和阿根廷共同主办，但由于内乱，南美足联取消了哥伦比亚的10国运动会，阿根廷则因冠状病毒病例激增而退出。</blockquote></p><p> CONMEBOL chose Brazil as the location of the games, but an outcry arose over the country's choice because of the large number of COVID-19 deaths that have occurred there, some 479,000, which is second only to the U.S.</p><p><blockquote>CONMEBOL选择巴西作为奥运会举办地，但该国的选择引起了强烈抗议，因为那里发生了大量COVID-19死亡病例，约为479,000人，仅次于美国。</blockquote></p><p> With players complaining about the location choice, multinational companies began dropping their sponsorship of the games, potentially undermining the games and putting fuboTV's opportunity in jeopardy.</p><p><blockquote>随着玩家对地点选择的抱怨，跨国公司开始放弃对奥运会的赞助，这可能会破坏奥运会，并使fuboTV的机会处于危险之中。</blockquote></p><p> <b>A case of cold feet</b></p><p><blockquote><b>临阵退缩一例</b></blockquote></p><p> <b>AmBev</b>&nbsp;(NYSE:ABEV), the Brazilian unit of&nbsp;<b>Anheuser-Busch InBev</b>&nbsp;(NYSE:BUD)and sponsor of the Brazilian national team, announced \"its brands will not be present at the Copa America,\" as did&nbsp;<b>Mastercard</b>&nbsp;(NYSE:MA), which said it would not \"activate\" its sponsorship of the games, something it has done since 1992.</p><p><blockquote><b>安贝夫</b>（纽约证券交易所代码：ABEV），巴西子公司<b>百威英博</b>（纽约证券交易所股票代码：BUD）和巴西国家队赞助商宣布“其品牌将不会出现在美洲杯上”<b>万事达卡</b>（纽约证券交易所代码：MA）表示不会“激活”对奥运会的赞助，这是自1992年以来一直在做的事情。</blockquote></p><p> That was followed by global spirits distributor&nbsp;<b>Diageo</b>&nbsp;(NYSE:DEO), which said it was withdrawing sponsorship of Copa America \"given the current Brazilian health situation and out of respect for this moment of the COVID-19 pandemic.\"</p><p><blockquote>其次是全球烈酒经销商<b>帝亚吉欧</b>（纽约证券交易所股票代码：DEO）表示，“鉴于巴西目前的健康状况以及出于对COVID-19大流行这一时刻的尊重”，将撤回对美洲杯的赞助。</blockquote></p><p> Parties have gone to court to try to block Brazil from hosting the games, but the country's Supreme Court rejected the injunction bids and said the games could proceed, though they ordered various health and safety measures be implemented.</p><p><blockquote>各方已诉诸法院，试图阻止巴西举办奥运会，但该国最高法院驳回了禁令申请，并表示奥运会可以继续进行，尽管他们下令实施各种健康和安全措施。</blockquote></p><p> There also don't seem to be any boycotts of the games yet. While the Brazilian national team had called out \"humanitarian\" concerns over locating the games in their home country, it said it would still play.</p><p><blockquote>似乎也没有任何对奥运会的抵制。尽管巴西国家队对在自己的国家举办比赛表示了“人道主义”担忧，但它表示仍将参加比赛。</blockquote></p><p> <b>An exclusive opportunity</b></p><p><blockquote><b>独家机会</b></blockquote></p><p> This is why the qualifying games are so critical for fuboTV. To contain the possible spread of COVID-19, Brazilian officials are holding the games without fans present in the stadium, and the teams will undergo testing every 48 hours. Players will also have their movements restricted as they travel between the four host cities.</p><p><blockquote>这就是资格赛对fuboTV如此重要的原因。为了遏制新冠肺炎病毒可能的传播，巴西官员在没有球迷在场的情况下举行比赛，球队将每48小时接受一次检测。当玩家在四个主办城市之间旅行时，他们的行动也将受到限制。</blockquote></p><p> That means fans will need to find alternative means of watching the games, and with the sporting event's huge global popularity, fuboTV has a unique opportunity to see a massive influx of new subscribers to its&nbsp;streaming service.</p><p><blockquote>这意味着球迷需要找到观看比赛的替代方式，随着这项体育赛事在全球的巨大人气，fuboTV有一个独特的机会看到大量新订户涌入其流媒体服务。</blockquote></p><p> Select English-language games will be available to subscribers who have the fubo Sports Network, but they will only be available on fuboTV and not through the network's usual off-platform distribution partners, such as&nbsp;<b>ViacomCBS</b>' Pluto TV.</p><p><blockquote>拥有fubo Sports Network的订阅者将可以观看部分英语比赛，但这些比赛只能在fuboTV上观看，而不能通过该网络通常的平台外发行合作伙伴观看，例如<b>ViacomCBS</b>冥王星电视。</blockquote></p><p> The Copa America games will be free to current fuboTV subscribers, while new subscribers need to sign up for one of fubo's plans and then add the CONMEBOL &amp; More package for an additional $7 per month. That package includes eight other premium sports channels featuring soccer, baseball, football, basketball, and more.</p><p><blockquote>美洲杯比赛将对目前的富波电视订户免费，而新订户需要注册富波的一个计划，然后每月额外支付7美元添加CONMEBOL&amp;More套餐。该套餐包括其他八个优质体育频道，包括足球、棒球、橄榄球、篮球等。</blockquote></p><p> <b>It's still game on</b></p><p><blockquote><b>游戏还在继续</b></blockquote></p><p> fuboTV looks like it will avoid a collapse of the Copa America games, though other CONMEBOL games are going off without a hitch so far. As long as other major sponsors stay put, the teams don't boycott, and there are no COVID-19 outbreaks among players, it should be a success.</p><p><blockquote>富波电视看起来将避免美洲杯比赛的崩溃，尽管其他CONMEBOL比赛到目前为止进展顺利。只要其他主要赞助商留在原地，球队不抵制，球员中没有新冠肺炎疫情，这应该是成功的。</blockquote></p><p> The situation, though, shows just how fragile the sporting world still is as it emerges from the pandemic and tries returning to a sense of normalcy. fuboTV, though, still has&nbsp;enormous growth prospects&nbsp;before it.</p><p><blockquote>然而，这种情况表明，当体育界走出疫情并试图恢复正常时，它仍然是多么脆弱。不过，fuboTV仍有巨大的增长前景。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/06/13/is-fubotv-at-risk-from-this-world-cup-controversy/\">Motley Fool </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":{"FUBO":"fuboTV Inc."},"source_url":"https://www.fool.com/investing/2021/06/13/is-fubotv-at-risk-from-this-world-cup-controversy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123083008","content_text":"fuboTV (NYSE:FUBO) has a lot riding on the Qatar World Cup qualifying games that kicked off on June 3.\nAs the exclusive rights holder to livestream the 70 soccer matches of the South American Football Confederation, also known as CONMEBOL, the sports livestreaming platform has an opportunity to get tens of millions of new fans to sign up for its service.\nWith fuboTV's plans to launch a new sports betting platform later this year and seamlessly blend the two operations into a cohesive whole, the qualifying matches represent a huge revenue opportunity.\nYet controversy over where the Copa America portion of the games will be played could upset those plans.\nIMAGE SOURCE: GETTY IMAGES.\nA country at risk\nCopa America is the oldest and arguably most prestigious football competition of national teams. Started in 1910 as part of celebrations around Argentina's independence, Chile, Uruguay, and Brazil also participated.\nBack then, the tournament was called the Campeonato Sudamericano de Selecciones, but it changed to Copa America in 1975 and in 1993 began inviting teams from outside South America to compete. The U.S. and Mexico were the first teams permitted entry, though no outside club has ever won the tournaments.\nThis year Copa America was to be co-hosted by Columbia and Argentina, but CONMEBOL pulled the 10-nation games from Columbia because of civil unrest and Argentina backed out because of a spike in coronavirus cases.\nCONMEBOL chose Brazil as the location of the games, but an outcry arose over the country's choice because of the large number of COVID-19 deaths that have occurred there, some 479,000, which is second only to the U.S.\nWith players complaining about the location choice, multinational companies began dropping their sponsorship of the games, potentially undermining the games and putting fuboTV's opportunity in jeopardy.\nA case of cold feet\nAmBev (NYSE:ABEV), the Brazilian unit of Anheuser-Busch InBev (NYSE:BUD)and sponsor of the Brazilian national team, announced \"its brands will not be present at the Copa America,\" as did Mastercard (NYSE:MA), which said it would not \"activate\" its sponsorship of the games, something it has done since 1992.\nThat was followed by global spirits distributor Diageo (NYSE:DEO), which said it was withdrawing sponsorship of Copa America \"given the current Brazilian health situation and out of respect for this moment of the COVID-19 pandemic.\"\nParties have gone to court to try to block Brazil from hosting the games, but the country's Supreme Court rejected the injunction bids and said the games could proceed, though they ordered various health and safety measures be implemented.\nThere also don't seem to be any boycotts of the games yet. While the Brazilian national team had called out \"humanitarian\" concerns over locating the games in their home country, it said it would still play.\nAn exclusive opportunity\nThis is why the qualifying games are so critical for fuboTV. To contain the possible spread of COVID-19, Brazilian officials are holding the games without fans present in the stadium, and the teams will undergo testing every 48 hours. Players will also have their movements restricted as they travel between the four host cities.\nThat means fans will need to find alternative means of watching the games, and with the sporting event's huge global popularity, fuboTV has a unique opportunity to see a massive influx of new subscribers to its streaming service.\nSelect English-language games will be available to subscribers who have the fubo Sports Network, but they will only be available on fuboTV and not through the network's usual off-platform distribution partners, such as ViacomCBS' Pluto TV.\nThe Copa America games will be free to current fuboTV subscribers, while new subscribers need to sign up for one of fubo's plans and then add the CONMEBOL & More package for an additional $7 per month. That package includes eight other premium sports channels featuring soccer, baseball, football, basketball, and more.\nIt's still game on\nfuboTV looks like it will avoid a collapse of the Copa America games, though other CONMEBOL games are going off without a hitch so far. As long as other major sponsors stay put, the teams don't boycott, and there are no COVID-19 outbreaks among players, it should be a success.\nThe situation, though, shows just how fragile the sporting world still is as it emerges from the pandemic and tries returning to a sense of normalcy. fuboTV, though, still has enormous growth prospects before it.","news_type":1,"symbols_score_info":{"FUBO":0.9}},"isVote":1,"tweetType":1,"viewCount":2454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185255667,"gmtCreate":1623656170459,"gmtModify":1634030576105,"author":{"id":"3561864418779985","authorId":"3561864418779985","name":"blackrabbit","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561864418779985","idStr":"3561864418779985"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185255667","repostId":"1163127718","repostType":4,"repost":{"id":"1163127718","kind":"news","pubTimestamp":1623640604,"share":"https://www.laohu8.com/m/news/1163127718?lang=zh_CN&edition=full","pubTime":"2021-06-14 11:16","market":"us","language":"en","title":"AMD’s stock has been left behind, but not for long — here’s why<blockquote>AMD的股票已经落后，但不会太久——原因如下</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163127718","media":"MarketWatch","summary":"Advanced Micro Devices has a slew of new cutting-edge products, not to mention a key acquisition, to","content":"<p>Advanced Micro Devices has a slew of new cutting-edge products, not to mention a key acquisition, to accelerate growth.</p><p><blockquote>Advanced Micro Devices拥有一系列新的尖端产品，更不用说一项关键收购来加速增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b46f527aa40d36fd2c1a5697760ca79d\" tg-width=\"1260\" tg-height=\"840\"><span>(GETTY IMAGES)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（盖蒂图片社）</span></p></blockquote></p><p> Technology as a sector still looks like a buy after a recent rebound, but&nbsp;one chip stock stands out in particular.</p><p><blockquote>在最近的反弹之后，科技作为一个行业看起来仍然值得买入，但一只芯片股尤其突出。</blockquote></p><p> While the iShares PHLX Semiconductor ETF&nbsp;and Nvidia Corp.NVDAhave recovered from their May swoons, Advanced Micro Devices Inc.&nbsp;hasn’t yet fully rebounded. This makes the stock look like one to own, even though it is up 517% since I last suggested itin February 2017, compared with gains of 80% for the S&amp;P 500&nbsp;and 140% for Nasdaq Composite Index.</p><p><blockquote>虽然iShares PHLX Semiconductor ETF和Nvidia Corp.NVDA已经从5月份的低迷中恢复过来，但Advanced Micro Devices Inc.尚未完全反弹。这使得该股看起来值得持有，尽管自我上次在2017年2月建议该股以来，该股已上涨517%，而标普500和纳斯达克综合指数分别上涨了80%和140%。</blockquote></p><p> Let’s take a look at why, and how AMD stacks up against competitors.</p><p><blockquote>让我们来看看为什么，以及AMD如何与竞争对手相比。</blockquote></p><p> <b>Key dynamics</b></p><p><blockquote><b>关键动态</b></blockquote></p><p> Advanced Micro Devices designs central processing units (CPUs) and graphics processing units (GPUs) used in data center servers, PCs and videogame consoles. That makes it a play on two of the biggest trends in tech right now — migration to the cloud and videogame hardware. Historically, the company lagged Intel Corp..But it has now surpassed its rival because of innovative chip designs and manufacturing issues at Intel.</p><p><blockquote>Advanced Micro Devices设计用于数据中心服务器、PC和视频游戏机的中央处理器（CPU）和图形处理器（GPU）。这使得它成为目前科技领域两大趋势的一部分——向云和视频游戏硬件的迁移。从历史上看，该公司落后于英特尔公司。但由于英特尔的创新芯片设计和制造问题，它现在已经超过了竞争对手。</blockquote></p><p> Over the past few years, AMD has rolled out highly competitive lines of chips, thanks to the leadership of CEO Lisa Su, who took the helm in 2014, says tech analyst Peter Karazeris at Thrivent. This put AMD back in the game. AMD’s EPYC series of processors for servers has been endorsed by broad usage among the main cloud providers — including Amazon Inc.,Alphabet Inc.,Microsoft Corp.,Oracle Corp.&nbsp;and Tencent Holdings Ltd.AMD’s Radeon GPUs for gaming hardware and its Ryzen line of chips used in PCs and laptops are equally successful.</p><p><blockquote>Thrivent的技术分析师Peter Karazeris表示，在2014年上任的首席执行官Lisa Su的领导下，AMD推出了极具竞争力的芯片系列。这让AMD重新回到了游戏中。AMD用于服务器的EPYC系列处理器已被主要云提供商广泛使用，包括亚马逊公司、Alphabet公司、微软公司、甲骨文公司和腾讯控股控股有限公司。AMD用于游戏硬件的Radeon GPU及其用于PC和笔记本电脑的Ryzen系列芯片同样成功。</blockquote></p><p> Besides better chip design, AMD has pulled ahead by drawing on advanced manufacturing capabilities of Taiwan Semiconductor&nbsp;Manufacturing Co. Ltd.,which can pack more punch in chips through the use of smaller, 7 nanometer transistors. Intel is stuck back at 10 nanometers.</p><p><blockquote>除了更好的芯片设计，AMD还通过利用台积电制造有限公司的先进制造能力取得了领先，该公司可以通过使用更小的7纳米晶体管来封装更多的芯片。英特尔被困在10纳米。</blockquote></p><p> Here’s the upshot in all of this: AMD is a solid play on the megatrend of cloud computing and the related data center buildout. It’s a bet on the increasing complexity of artificial intelligence and big data analytics. And its GPU chips give Nvidia a run for the money. That makes AMD a play on the new Xbox and Sony PlayStation console upgrade cycle and the potential release of a new Nintendo Switch later this year. AMD is also now a serious contender in PCs and notebooks.</p><p><blockquote>这一切的结果是：AMD在云计算和相关数据中心建设的大趋势中发挥了坚实的作用。这是对人工智能和大数据分析日益复杂的押注。它的GPU芯片让英伟达物有所值。这使得AMD在新的Xbox和索尼PlayStation游戏机升级周期中发挥了作用，并有可能在今年晚些时候发布新的任天堂Switch。AMD现在也是个人电脑和笔记本电脑的有力竞争者。</blockquote></p><p> “Our goal at AMD is to really be the leader in the high-performance computing wave,” says Su.</p><p><blockquote>“我们AMD的目标是真正成为高性能计算浪潮的领导者，”Su说。</blockquote></p><p> She’s getting her way, and you can see the success in the numbers. First-quarter sales grew 93% year-over-year and 6% sequentially. AMD guided for 50% sales growth for the year, up from prior guidance of 37% growth.</p><p><blockquote>她正在如愿以偿，你可以从数字中看到成功。第一季度销售额同比增长93%，环比增长6%。AMD预计今年销售额增长50%，高于之前37%的增长指引。</blockquote></p><p> “We believe this guidance should be easily attainable, particularly as Intel deals with manufacturing challenges,” says Morningstar analyst Abhinav Davuluri.</p><p><blockquote>晨星分析师Abhinav Davuluri表示：“我们相信这一指导应该很容易实现，特别是在英特尔应对制造挑战的情况下。”</blockquote></p><p> In CPUs, sales are growing faster than those of the overall industry, which tells us AMD is gaining share from competitors.</p><p><blockquote>在CPU领域，销售额的增长速度快于整个行业，这告诉我们AMD正在从竞争对手那里获得份额。</blockquote></p><p> “We expect continued share growth through the balance of the year and into 2022,” says Goldman Sachs analyst Toshiya Hari, who has a buy rating and a $106 price target on AMD. The chip company is on Goldman’s “conviction list” of highly favored companies.</p><p><blockquote>高盛分析师Toshiya Hari表示：“我们预计今年剩余时间和2022年股价将持续增长。”他对AMD给予买入评级和106美元的目标价。这家芯片公司在高盛高度青睐公司的“定罪名单”上。</blockquote></p><p> Here’s how AMD stacks up against competitors in terms of growth in the most recent quarter, profit margins and valuation:</p><p><blockquote>以下是AMD在最近一个季度的增长、利润率和估值方面与竞争对手的比较：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc890546f0d4079834223660e88bc00d\" tg-width=\"1260\" tg-height=\"387\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Cash and cash flow</b></p><p><blockquote><b>现金及现金流量</b></blockquote></p><p> Big cash positions and solid cash flow are positives for investors because they give companies freedom that comes from reliance on banks for financing. Strong cash positions also support investor-friendly moves, such as buybacks and dividends.</p><p><blockquote>大量现金头寸和稳健的现金流对投资者来说是积极的，因为它们为公司提供了依赖银行融资的自由。强劲的现金头寸也支持对投资者友好的举措，例如回购和股息。</blockquote></p><p> Thanks to all the growth, AMD’s cash position rose sharply last year to $2.3 billion, from $1.5 billion in 2019. AMD doesn’t pay a dividend, but its board recently approved a large $4 billion share repurchase. As the company’s first big return of cash to shareholders, this represents about 4% of AMD’s market capitalization. It also signals the company’s confidence in its business and ability to continue generating solid free cash flow despite rising concerns about intensifying competition, says Deutsche Bank analyst Ross Seymore.</p><p><blockquote>得益于所有的增长，AMD的现金头寸从2019年的15亿美元大幅上升至去年的23亿美元。AMD不支付股息，但其董事会最近批准了40亿美元的巨额股票回购。作为该公司首次向股东返还大笔现金，这约占AMD市值的4%。德意志银行分析师罗斯·西莫尔表示，这也表明该公司对其业务充满信心，尽管人们越来越担心竞争加剧，但仍有能力继续产生稳定的自由现金流。</blockquote></p><p> Here’s a look at AMD’s cash position and cash flow&nbsp; growth, relative to competitors. The numbers for Marvell Technology Inc.&nbsp;are through Jan. 30, 2021. The rest are for the first quarter:</p><p><blockquote>以下是AMD相对于竞争对手的现金状况和现金流增长情况。Marvell Technology Inc.的数据截至2021年1月30日。其余为第一季度：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/798ea9650ce6e4247ba91b6912e48a82\" tg-width=\"1260\" tg-height=\"453\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Global reach</b></p><p><blockquote><b>全球影响力</b></blockquote></p><p></p><p> AMD books sales in many regions. That’s a positive when global growth is as strong as it is now — lifted by $30 trillion in fiscal and monetary stimulus worldwide. Big exposure to China could be a risk because of U.S.-China tensions, but this issue seems to be diminishing a bit under President Biden, at least so far.</p><p><blockquote>AMD在许多地区都有销售记录。当全球经济增长像现在这样强劲时，这是一个积极的因素——在全球30万亿美元的财政和货币刺激措施的推动下。由于美中紧张局势，大量接触中国可能是一种风险，但在拜登总统的领导下，这个问题似乎有所减少，至少到目前为止是这样。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04e42a7c55f914ecd7ddb2cbf8562253\" tg-width=\"1259\" tg-height=\"772\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Stock valuation and performance</b></p><p><blockquote><b>股票估值和表现</b></blockquote></p><p> By most measures, AMD is the second-priciest stock in its group. But given the growth, it’s justified.</p><p><blockquote>从大多数指标来看，AMD是同类股票中第二贵的股票。但考虑到增长，这是合理的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b26407edc4248424b878d3024bb9ac2\" tg-width=\"1260\" tg-height=\"550\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Wall Street’s opinion</b></p><p><blockquote><b>华尔街的观点</b></blockquote></p><p> As a group, Wall Street analysts are predicting the biggest gains for AMD, among all the companies in its space. It’s also notable that only 61% of analysts have a buy rating, lower than the percentages for Nvidia, Broadcom Inc.,Marvell and Analog Devices Inc..For investors, this is a positive because it tells us there’s more room for sell-side analysts to turn bullish and drive their clients into the name.</p><p><blockquote>作为一个整体，华尔街分析师预测AMD的涨幅是该领域所有公司中最大的。同样值得注意的是，只有61%的分析师给予买入评级，低于英伟达、博通公司、Marvell和ADI公司的比例。对于投资者来说，这是一个积极的因素，因为它告诉我们卖方分析师有更多的空间转向看涨并推动他们的客户进入该名称。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/995f76673215ab81971fbc2e8ace0641\" tg-width=\"1260\" tg-height=\"551\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> One big risk for AMD is that Intel stages a comeback, notes Tony Wang, a tech analyst at T. Rowe Price. Intel has done so before. But AMD still has a few tricks up its sleeve.</p><p><blockquote>T.Rowe Price科技分析师Tony Wang指出，AMD面临的一大风险是英特尔卷土重来。英特尔以前也这样做过。但AMD仍然有一些锦囊妙计。</blockquote></p><p> It recently launched a more advanced version of its EPYC processor, codenamed Milan. This line of server chips will ramp up sales in the second half of this year. AMD is making the leap to even more efficient 5 nanometer production with a line of chips dubbed Genoa, slated for release in 2022. These two rollouts will allow AMD to continue its market-share gains against competitors including Intel, says Jefferies analyst Mark&nbsp;Lipacis — one reason he has a “buy” rating and a $110 price target on the stock.</p><p><blockquote>它最近推出了更高级版本的EPYC处理器，代号为Milan。该系列服务器芯片将在今年下半年提升销量。AMD正在向更高效的5纳米生产迈进，推出了一系列名为Genoa的芯片，计划于2022年发布。杰富瑞(Jefferies)分析师马克·利帕西斯(Mark Lipacis)表示，这两项产品的推出将使AMD在相对于英特尔等竞争对手的市场份额中继续增长，这也是他给予该股“买入”评级和110美元目标价的原因之一。</blockquote></p><p> AMD is also rolling out next-generation GPUs based on its Compute DNA (CDNA)&nbsp;chip architecture, for use in data centers. And AMD’s merger with Xilinx Inc.&nbsp;later this year should help AMD produce even more sophisticated chips by incorporating Xilinx’s field-programmable gate array (FPGA) capabilities into its chip designs. FPGA gives customers more leeway to customize chips for their own needs.</p><p><blockquote>AMD还推出了基于其计算DNA（CDNA）芯片架构的下一代GPU，用于数据中心。AMD今年晚些时候与Xilinx Inc.的合并应该会通过将Xilinx的现场可编程门阵列（FPGA）功能整合到其芯片设计中来帮助AMD生产更复杂的芯片。FPGA为客户提供了更多的余地，可以根据自己的需求定制芯片。</blockquote></p><p> Other risks include the cyclical nature of the chip industry and the unpredictable demand from consumers and companies as economic growth rates change. One more threat is the broader adoption of competing chips based on ARM (advanced RISC machines) technology.</p><p><blockquote>其他风险包括芯片行业的周期性，以及随着经济增长率的变化，消费者和企业的需求不可预测。另一个威胁是基于ARM（高级RISC机器）技术的竞争芯片的更广泛采用。</blockquote></p><p> <b>Important dates</b></p><p><blockquote><b>重要日期</b></blockquote></p><p> <b>July 26:</b>Second-quarter earnings release.</p><p><blockquote><b>7月26日：</b>第二季度财报发布。</blockquote></p><p> <b>Oct. 25:</b>Third-quarter earnings release.</p><p><blockquote><b>10月25日：</b>第三季度财报发布。</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>AMD’s stock has been left behind, but not for long — here’s why<blockquote>AMD的股票已经落后，但不会太久——原因如下</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\">\nAMD’s stock has been left behind, but not for long — here’s why<blockquote>AMD的股票已经落后，但不会太久——原因如下</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-06-14 11:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Advanced Micro Devices has a slew of new cutting-edge products, not to mention a key acquisition, to accelerate growth.</p><p><blockquote>Advanced Micro Devices拥有一系列新的尖端产品，更不用说一项关键收购来加速增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b46f527aa40d36fd2c1a5697760ca79d\" tg-width=\"1260\" tg-height=\"840\"><span>(GETTY IMAGES)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（盖蒂图片社）</span></p></blockquote></p><p> Technology as a sector still looks like a buy after a recent rebound, but&nbsp;one chip stock stands out in particular.</p><p><blockquote>在最近的反弹之后，科技作为一个行业看起来仍然值得买入，但一只芯片股尤其突出。</blockquote></p><p> While the iShares PHLX Semiconductor ETF&nbsp;and Nvidia Corp.NVDAhave recovered from their May swoons, Advanced Micro Devices Inc.&nbsp;hasn’t yet fully rebounded. This makes the stock look like one to own, even though it is up 517% since I last suggested itin February 2017, compared with gains of 80% for the S&amp;P 500&nbsp;and 140% for Nasdaq Composite Index.</p><p><blockquote>虽然iShares PHLX Semiconductor ETF和Nvidia Corp.NVDA已经从5月份的低迷中恢复过来，但Advanced Micro Devices Inc.尚未完全反弹。这使得该股看起来值得持有，尽管自我上次在2017年2月建议该股以来，该股已上涨517%，而标普500和纳斯达克综合指数分别上涨了80%和140%。</blockquote></p><p> Let’s take a look at why, and how AMD stacks up against competitors.</p><p><blockquote>让我们来看看为什么，以及AMD如何与竞争对手相比。</blockquote></p><p> <b>Key dynamics</b></p><p><blockquote><b>关键动态</b></blockquote></p><p> Advanced Micro Devices designs central processing units (CPUs) and graphics processing units (GPUs) used in data center servers, PCs and videogame consoles. That makes it a play on two of the biggest trends in tech right now — migration to the cloud and videogame hardware. Historically, the company lagged Intel Corp..But it has now surpassed its rival because of innovative chip designs and manufacturing issues at Intel.</p><p><blockquote>Advanced Micro Devices设计用于数据中心服务器、PC和视频游戏机的中央处理器（CPU）和图形处理器（GPU）。这使得它成为目前科技领域两大趋势的一部分——向云和视频游戏硬件的迁移。从历史上看，该公司落后于英特尔公司。但由于英特尔的创新芯片设计和制造问题，它现在已经超过了竞争对手。</blockquote></p><p> Over the past few years, AMD has rolled out highly competitive lines of chips, thanks to the leadership of CEO Lisa Su, who took the helm in 2014, says tech analyst Peter Karazeris at Thrivent. This put AMD back in the game. AMD’s EPYC series of processors for servers has been endorsed by broad usage among the main cloud providers — including Amazon Inc.,Alphabet Inc.,Microsoft Corp.,Oracle Corp.&nbsp;and Tencent Holdings Ltd.AMD’s Radeon GPUs for gaming hardware and its Ryzen line of chips used in PCs and laptops are equally successful.</p><p><blockquote>Thrivent的技术分析师Peter Karazeris表示，在2014年上任的首席执行官Lisa Su的领导下，AMD推出了极具竞争力的芯片系列。这让AMD重新回到了游戏中。AMD用于服务器的EPYC系列处理器已被主要云提供商广泛使用，包括亚马逊公司、Alphabet公司、微软公司、甲骨文公司和腾讯控股控股有限公司。AMD用于游戏硬件的Radeon GPU及其用于PC和笔记本电脑的Ryzen系列芯片同样成功。</blockquote></p><p> Besides better chip design, AMD has pulled ahead by drawing on advanced manufacturing capabilities of Taiwan Semiconductor&nbsp;Manufacturing Co. Ltd.,which can pack more punch in chips through the use of smaller, 7 nanometer transistors. Intel is stuck back at 10 nanometers.</p><p><blockquote>除了更好的芯片设计，AMD还通过利用台积电制造有限公司的先进制造能力取得了领先，该公司可以通过使用更小的7纳米晶体管来封装更多的芯片。英特尔被困在10纳米。</blockquote></p><p> Here’s the upshot in all of this: AMD is a solid play on the megatrend of cloud computing and the related data center buildout. It’s a bet on the increasing complexity of artificial intelligence and big data analytics. And its GPU chips give Nvidia a run for the money. That makes AMD a play on the new Xbox and Sony PlayStation console upgrade cycle and the potential release of a new Nintendo Switch later this year. AMD is also now a serious contender in PCs and notebooks.</p><p><blockquote>这一切的结果是：AMD在云计算和相关数据中心建设的大趋势中发挥了坚实的作用。这是对人工智能和大数据分析日益复杂的押注。它的GPU芯片让英伟达物有所值。这使得AMD在新的Xbox和索尼PlayStation游戏机升级周期中发挥了作用，并有可能在今年晚些时候发布新的任天堂Switch。AMD现在也是个人电脑和笔记本电脑的有力竞争者。</blockquote></p><p> “Our goal at AMD is to really be the leader in the high-performance computing wave,” says Su.</p><p><blockquote>“我们AMD的目标是真正成为高性能计算浪潮的领导者，”Su说。</blockquote></p><p> She’s getting her way, and you can see the success in the numbers. First-quarter sales grew 93% year-over-year and 6% sequentially. AMD guided for 50% sales growth for the year, up from prior guidance of 37% growth.</p><p><blockquote>她正在如愿以偿，你可以从数字中看到成功。第一季度销售额同比增长93%，环比增长6%。AMD预计今年销售额增长50%，高于之前37%的增长指引。</blockquote></p><p> “We believe this guidance should be easily attainable, particularly as Intel deals with manufacturing challenges,” says Morningstar analyst Abhinav Davuluri.</p><p><blockquote>晨星分析师Abhinav Davuluri表示：“我们相信这一指导应该很容易实现，特别是在英特尔应对制造挑战的情况下。”</blockquote></p><p> In CPUs, sales are growing faster than those of the overall industry, which tells us AMD is gaining share from competitors.</p><p><blockquote>在CPU领域，销售额的增长速度快于整个行业，这告诉我们AMD正在从竞争对手那里获得份额。</blockquote></p><p> “We expect continued share growth through the balance of the year and into 2022,” says Goldman Sachs analyst Toshiya Hari, who has a buy rating and a $106 price target on AMD. The chip company is on Goldman’s “conviction list” of highly favored companies.</p><p><blockquote>高盛分析师Toshiya Hari表示：“我们预计今年剩余时间和2022年股价将持续增长。”他对AMD给予买入评级和106美元的目标价。这家芯片公司在高盛高度青睐公司的“定罪名单”上。</blockquote></p><p> Here’s how AMD stacks up against competitors in terms of growth in the most recent quarter, profit margins and valuation:</p><p><blockquote>以下是AMD在最近一个季度的增长、利润率和估值方面与竞争对手的比较：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc890546f0d4079834223660e88bc00d\" tg-width=\"1260\" tg-height=\"387\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Cash and cash flow</b></p><p><blockquote><b>现金及现金流量</b></blockquote></p><p> Big cash positions and solid cash flow are positives for investors because they give companies freedom that comes from reliance on banks for financing. Strong cash positions also support investor-friendly moves, such as buybacks and dividends.</p><p><blockquote>大量现金头寸和稳健的现金流对投资者来说是积极的，因为它们为公司提供了依赖银行融资的自由。强劲的现金头寸也支持对投资者友好的举措，例如回购和股息。</blockquote></p><p> Thanks to all the growth, AMD’s cash position rose sharply last year to $2.3 billion, from $1.5 billion in 2019. AMD doesn’t pay a dividend, but its board recently approved a large $4 billion share repurchase. As the company’s first big return of cash to shareholders, this represents about 4% of AMD’s market capitalization. It also signals the company’s confidence in its business and ability to continue generating solid free cash flow despite rising concerns about intensifying competition, says Deutsche Bank analyst Ross Seymore.</p><p><blockquote>得益于所有的增长，AMD的现金头寸从2019年的15亿美元大幅上升至去年的23亿美元。AMD不支付股息，但其董事会最近批准了40亿美元的巨额股票回购。作为该公司首次向股东返还大笔现金，这约占AMD市值的4%。德意志银行分析师罗斯·西莫尔表示，这也表明该公司对其业务充满信心，尽管人们越来越担心竞争加剧，但仍有能力继续产生稳定的自由现金流。</blockquote></p><p> Here’s a look at AMD’s cash position and cash flow&nbsp; growth, relative to competitors. The numbers for Marvell Technology Inc.&nbsp;are through Jan. 30, 2021. The rest are for the first quarter:</p><p><blockquote>以下是AMD相对于竞争对手的现金状况和现金流增长情况。Marvell Technology Inc.的数据截至2021年1月30日。其余为第一季度：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/798ea9650ce6e4247ba91b6912e48a82\" tg-width=\"1260\" tg-height=\"453\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Global reach</b></p><p><blockquote><b>全球影响力</b></blockquote></p><p></p><p> AMD books sales in many regions. That’s a positive when global growth is as strong as it is now — lifted by $30 trillion in fiscal and monetary stimulus worldwide. Big exposure to China could be a risk because of U.S.-China tensions, but this issue seems to be diminishing a bit under President Biden, at least so far.</p><p><blockquote>AMD在许多地区都有销售记录。当全球经济增长像现在这样强劲时，这是一个积极的因素——在全球30万亿美元的财政和货币刺激措施的推动下。由于美中紧张局势，大量接触中国可能是一种风险，但在拜登总统的领导下，这个问题似乎有所减少，至少到目前为止是这样。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04e42a7c55f914ecd7ddb2cbf8562253\" tg-width=\"1259\" tg-height=\"772\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Stock valuation and performance</b></p><p><blockquote><b>股票估值和表现</b></blockquote></p><p> By most measures, AMD is the second-priciest stock in its group. But given the growth, it’s justified.</p><p><blockquote>从大多数指标来看，AMD是同类股票中第二贵的股票。但考虑到增长，这是合理的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b26407edc4248424b878d3024bb9ac2\" tg-width=\"1260\" tg-height=\"550\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Wall Street’s opinion</b></p><p><blockquote><b>华尔街的观点</b></blockquote></p><p> As a group, Wall Street analysts are predicting the biggest gains for AMD, among all the companies in its space. It’s also notable that only 61% of analysts have a buy rating, lower than the percentages for Nvidia, Broadcom Inc.,Marvell and Analog Devices Inc..For investors, this is a positive because it tells us there’s more room for sell-side analysts to turn bullish and drive their clients into the name.</p><p><blockquote>作为一个整体，华尔街分析师预测AMD的涨幅是该领域所有公司中最大的。同样值得注意的是，只有61%的分析师给予买入评级，低于英伟达、博通公司、Marvell和ADI公司的比例。对于投资者来说，这是一个积极的因素，因为它告诉我们卖方分析师有更多的空间转向看涨并推动他们的客户进入该名称。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/995f76673215ab81971fbc2e8ace0641\" tg-width=\"1260\" tg-height=\"551\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> One big risk for AMD is that Intel stages a comeback, notes Tony Wang, a tech analyst at T. Rowe Price. Intel has done so before. But AMD still has a few tricks up its sleeve.</p><p><blockquote>T.Rowe Price科技分析师Tony Wang指出，AMD面临的一大风险是英特尔卷土重来。英特尔以前也这样做过。但AMD仍然有一些锦囊妙计。</blockquote></p><p> It recently launched a more advanced version of its EPYC processor, codenamed Milan. This line of server chips will ramp up sales in the second half of this year. AMD is making the leap to even more efficient 5 nanometer production with a line of chips dubbed Genoa, slated for release in 2022. These two rollouts will allow AMD to continue its market-share gains against competitors including Intel, says Jefferies analyst Mark&nbsp;Lipacis — one reason he has a “buy” rating and a $110 price target on the stock.</p><p><blockquote>它最近推出了更高级版本的EPYC处理器，代号为Milan。该系列服务器芯片将在今年下半年提升销量。AMD正在向更高效的5纳米生产迈进，推出了一系列名为Genoa的芯片，计划于2022年发布。杰富瑞(Jefferies)分析师马克·利帕西斯(Mark Lipacis)表示，这两项产品的推出将使AMD在相对于英特尔等竞争对手的市场份额中继续增长，这也是他给予该股“买入”评级和110美元目标价的原因之一。</blockquote></p><p> AMD is also rolling out next-generation GPUs based on its Compute DNA (CDNA)&nbsp;chip architecture, for use in data centers. And AMD’s merger with Xilinx Inc.&nbsp;later this year should help AMD produce even more sophisticated chips by incorporating Xilinx’s field-programmable gate array (FPGA) capabilities into its chip designs. FPGA gives customers more leeway to customize chips for their own needs.</p><p><blockquote>AMD还推出了基于其计算DNA（CDNA）芯片架构的下一代GPU，用于数据中心。AMD今年晚些时候与Xilinx Inc.的合并应该会通过将Xilinx的现场可编程门阵列（FPGA）功能整合到其芯片设计中来帮助AMD生产更复杂的芯片。FPGA为客户提供了更多的余地，可以根据自己的需求定制芯片。</blockquote></p><p> Other risks include the cyclical nature of the chip industry and the unpredictable demand from consumers and companies as economic growth rates change. One more threat is the broader adoption of competing chips based on ARM (advanced RISC machines) technology.</p><p><blockquote>其他风险包括芯片行业的周期性，以及随着经济增长率的变化，消费者和企业的需求不可预测。另一个威胁是基于ARM（高级RISC机器）技术的竞争芯片的更广泛采用。</blockquote></p><p> <b>Important dates</b></p><p><blockquote><b>重要日期</b></blockquote></p><p> <b>July 26:</b>Second-quarter earnings release.</p><p><blockquote><b>7月26日：</b>第二季度财报发布。</blockquote></p><p> <b>Oct. 25:</b>Third-quarter earnings release.</p><p><blockquote><b>10月25日：</b>第三季度财报发布。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/amds-stock-has-been-left-behind-but-not-for-long-heres-why-11623343634?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"},"source_url":"https://www.marketwatch.com/story/amds-stock-has-been-left-behind-but-not-for-long-heres-why-11623343634?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163127718","content_text":"Advanced Micro Devices has a slew of new cutting-edge products, not to mention a key acquisition, to accelerate growth.\n(GETTY IMAGES)\nTechnology as a sector still looks like a buy after a recent rebound, but one chip stock stands out in particular.\nWhile the iShares PHLX Semiconductor ETF and Nvidia Corp.NVDAhave recovered from their May swoons, Advanced Micro Devices Inc. hasn’t yet fully rebounded. This makes the stock look like one to own, even though it is up 517% since I last suggested itin February 2017, compared with gains of 80% for the S&P 500 and 140% for Nasdaq Composite Index.\nLet’s take a look at why, and how AMD stacks up against competitors.\nKey dynamics\nAdvanced Micro Devices designs central processing units (CPUs) and graphics processing units (GPUs) used in data center servers, PCs and videogame consoles. That makes it a play on two of the biggest trends in tech right now — migration to the cloud and videogame hardware. Historically, the company lagged Intel Corp..But it has now surpassed its rival because of innovative chip designs and manufacturing issues at Intel.\nOver the past few years, AMD has rolled out highly competitive lines of chips, thanks to the leadership of CEO Lisa Su, who took the helm in 2014, says tech analyst Peter Karazeris at Thrivent. This put AMD back in the game. AMD’s EPYC series of processors for servers has been endorsed by broad usage among the main cloud providers — including Amazon Inc.,Alphabet Inc.,Microsoft Corp.,Oracle Corp. and Tencent Holdings Ltd.AMD’s Radeon GPUs for gaming hardware and its Ryzen line of chips used in PCs and laptops are equally successful.\nBesides better chip design, AMD has pulled ahead by drawing on advanced manufacturing capabilities of Taiwan Semiconductor Manufacturing Co. Ltd.,which can pack more punch in chips through the use of smaller, 7 nanometer transistors. Intel is stuck back at 10 nanometers.\nHere’s the upshot in all of this: AMD is a solid play on the megatrend of cloud computing and the related data center buildout. It’s a bet on the increasing complexity of artificial intelligence and big data analytics. And its GPU chips give Nvidia a run for the money. That makes AMD a play on the new Xbox and Sony PlayStation console upgrade cycle and the potential release of a new Nintendo Switch later this year. AMD is also now a serious contender in PCs and notebooks.\n“Our goal at AMD is to really be the leader in the high-performance computing wave,” says Su.\nShe’s getting her way, and you can see the success in the numbers. First-quarter sales grew 93% year-over-year and 6% sequentially. AMD guided for 50% sales growth for the year, up from prior guidance of 37% growth.\n“We believe this guidance should be easily attainable, particularly as Intel deals with manufacturing challenges,” says Morningstar analyst Abhinav Davuluri.\nIn CPUs, sales are growing faster than those of the overall industry, which tells us AMD is gaining share from competitors.\n“We expect continued share growth through the balance of the year and into 2022,” says Goldman Sachs analyst Toshiya Hari, who has a buy rating and a $106 price target on AMD. The chip company is on Goldman’s “conviction list” of highly favored companies.\nHere’s how AMD stacks up against competitors in terms of growth in the most recent quarter, profit margins and valuation:\n(FACTSET)\nCash and cash flow\nBig cash positions and solid cash flow are positives for investors because they give companies freedom that comes from reliance on banks for financing. Strong cash positions also support investor-friendly moves, such as buybacks and dividends.\nThanks to all the growth, AMD’s cash position rose sharply last year to $2.3 billion, from $1.5 billion in 2019. AMD doesn’t pay a dividend, but its board recently approved a large $4 billion share repurchase. As the company’s first big return of cash to shareholders, this represents about 4% of AMD’s market capitalization. It also signals the company’s confidence in its business and ability to continue generating solid free cash flow despite rising concerns about intensifying competition, says Deutsche Bank analyst Ross Seymore.\nHere’s a look at AMD’s cash position and cash flow  growth, relative to competitors. The numbers for Marvell Technology Inc. are through Jan. 30, 2021. The rest are for the first quarter:\n(FACTSET)\nGlobal reach\nAMD books sales in many regions. That’s a positive when global growth is as strong as it is now — lifted by $30 trillion in fiscal and monetary stimulus worldwide. Big exposure to China could be a risk because of U.S.-China tensions, but this issue seems to be diminishing a bit under President Biden, at least so far.\n(FACTSET)\nStock valuation and performance\nBy most measures, AMD is the second-priciest stock in its group. But given the growth, it’s justified.\n(FACTSET)\nWall Street’s opinion\nAs a group, Wall Street analysts are predicting the biggest gains for AMD, among all the companies in its space. It’s also notable that only 61% of analysts have a buy rating, lower than the percentages for Nvidia, Broadcom Inc.,Marvell and Analog Devices Inc..For investors, this is a positive because it tells us there’s more room for sell-side analysts to turn bullish and drive their clients into the name.\n(FACTSET)\nRisks\nOne big risk for AMD is that Intel stages a comeback, notes Tony Wang, a tech analyst at T. Rowe Price. Intel has done so before. But AMD still has a few tricks up its sleeve.\nIt recently launched a more advanced version of its EPYC processor, codenamed Milan. This line of server chips will ramp up sales in the second half of this year. AMD is making the leap to even more efficient 5 nanometer production with a line of chips dubbed Genoa, slated for release in 2022. These two rollouts will allow AMD to continue its market-share gains against competitors including Intel, says Jefferies analyst Mark Lipacis — one reason he has a “buy” rating and a $110 price target on the stock.\nAMD is also rolling out next-generation GPUs based on its Compute DNA (CDNA) chip architecture, for use in data centers. And AMD’s merger with Xilinx Inc. later this year should help AMD produce even more sophisticated chips by incorporating Xilinx’s field-programmable gate array (FPGA) capabilities into its chip designs. FPGA gives customers more leeway to customize chips for their own needs.\nOther risks include the cyclical nature of the chip industry and the unpredictable demand from consumers and companies as economic growth rates change. One more threat is the broader adoption of competing chips based on ARM (advanced RISC machines) technology.\nImportant dates\nJuly 26:Second-quarter earnings release.\nOct. 25:Third-quarter earnings release.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":1909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185256266,"gmtCreate":1623656050455,"gmtModify":1634030577169,"author":{"id":"3561864418779985","authorId":"3561864418779985","name":"blackrabbit","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561864418779985","idStr":"3561864418779985"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185256266","repostId":"1146011836","repostType":4,"isVote":1,"tweetType":1,"viewCount":1706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}