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Fyo
2021-04-29
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5 Reasons to Avoid Intel After Its Q1 Earnings Report<blockquote>英特尔发布第一季度收益报告后避开英特尔的5个理由</blockquote>
Fyo
2021-04-06
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Bitcoin Struggling To Break Past $60,000 Again But Analyst Says Run Up To $75,000 Is In Sight<blockquote>比特币股价难以再次突破60,000美元,但分析师表示有望升至75,000美元</blockquote>
Fyo
2021-06-19
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"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/162620483","repostId":"1103331073","repostType":4,"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109948651,"gmtCreate":1619661080073,"gmtModify":1634210923507,"author":{"id":"3573722440910896","authorId":"3573722440910896","name":"Fyo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573722440910896","idStr":"3573722440910896"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/109948651","repostId":"1146541007","repostType":4,"repost":{"id":"1146541007","kind":"news","pubTimestamp":1619660700,"share":"https://www.laohu8.com/m/news/1146541007?lang=zh_CN&edition=full","pubTime":"2021-04-29 09:45","market":"us","language":"en","title":"5 Reasons to Avoid Intel After Its Q1 Earnings Report<blockquote>英特尔发布第一季度收益报告后避开英特尔的5个理由</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1146541007","media":"Motley Fool","summary":"The world's top PC and data center CPU maker is losing its edge.\nIntel's stock recently tumbled afte","content":"<p>The world's top PC and data center CPU maker is losing its edge.</p><p><blockquote>全球顶级PC和数据中心CPU制造商正在失去优势。</blockquote></p><p> <b>Intel</b>'s stock recently tumbled after the chipmaker posted its first-quarter earnings. Its revenue fell 1% year over year to $19.7 billion, but still beat estimates by $1.75 billion.</p><p><blockquote><b>英特尔</b>在这家芯片制造商公布第一季度收益后,该公司的股价最近暴跌。其收入同比下降1%至197亿美元,但仍超出预期17.5亿美元。</blockquote></p><p> Its non-GAAP net income declined 6% to $5.7 billion. Its non-GAAP earnings per share, buoyed by buybacks, dipped 1% to $1.39 and cleared expectations by $0.25. Those numbers exclude its NAND business, which will be sold to <b>SK Hynix</b>, and other one-time items.</p><p><blockquote>其非GAAP净利润下降6%至57亿美元。在回购的推动下,其非GAAP每股收益下降1%至1.39美元,比预期高出0.25美元。这些数字不包括其NAND业务,该业务将出售给<b>SK海力士</b>,以及其他一次性项目。</blockquote></p><p> Intel expects its revenue and non-GAAP earnings to decline 10% and 15% year over year, respectively, in the second quarter. Analysts had expected its revenue and earnings to fall 9% and 19%, respectively.</p><p><blockquote>英特尔预计第二季度营收和非GAAP盈利将同比分别下降10%和15%。分析师此前预计其收入和盈利将分别下降9%和19%。</blockquote></p><p> For the full year, Intel expects its GAAP revenue to dip 1% to $77 billion, and for its non-GAAP revenue to drop 7% to $72.5 billion, which misses the consensus forecast of $72.8 billion. It expects its non-GAAP EPS to decline 13%, compared to gloomier forecasts for a 19% decline.</p><p><blockquote>英特尔预计全年GAAP收入将下降1%至770亿美元,非GAAP收入将下降7%至725亿美元,低于市场普遍预测的728亿美元。该公司预计非GAAP每股收益将下降13%,而较悲观的预测为下降19%。</blockquote></p><p> Intel's first-quarter growth cleared Wall Street's low bar, but its mixed guidance indicated its troubles would persist throughout the year. Intel's stock might look cheap at 13 times forward earnings with a decent forward yield of 2.4%, but it's still not worth buying for five simple reasons.</p><p><blockquote>英特尔第一季度的增长清除了华尔街的低门槛,但其好坏参半的指引表明其麻烦将持续全年。英特尔的股票可能看起来很便宜,预期市盈率为13倍,预期收益率为2.4%,但出于五个简单的原因,它仍然不值得购买。</blockquote></p><p> <b>1. PC sales will decelerate after the pandemic ends</b></p><p><blockquote><b>1.疫情结束后PC销售将减速</b></blockquote></p><p> Intel's Client Computing Group (CCG) revenue rose 8% year over year to $10.6 billion during the quarter as it sold more CPUs for PCs. Its total PC unit volumes increased 38% year over year, with a 54% jump in notebook volumes offsetting a 4% decline in desktop volumes.</p><p><blockquote>英特尔客户端计算集团(CCG)本季度收入同比增长8%,达到106亿美元,原因是该公司销售了更多PC CPU。其PC总销量同比增长38%,其中笔记本电脑销量增长54%,抵消了台式机销量下降4%的影响。</blockquote></p><p> However, PC sales mainly rose because the pandemic caused more people to buy new systems for remote work, online education, and gaming. That tailwind should fade after the pandemic ends.</p><p><blockquote>然而,PC销量增长主要是因为疫情导致更多人购买用于远程工作、在线教育和游戏的新系统。疫情结束后,这种顺风应该会消退。</blockquote></p><p> <b>2. It could lose more market share to AMD</b></p><p><blockquote><b>2.它可能会将更多市场份额输给AMD</b></blockquote></p><p> Intel's ongoingchip shortage, which started in 2018 and hasn't been resolved yet, caused many PC makers to buy more chips from its fabless rival <b>AMD</b> (NASDAQ:AMD), which outsources its chip production to <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM) instead of manufacturing its chips internally.</p><p><blockquote>英特尔持续的芯片短缺始于2018年,尚未解决,导致许多PC制造商从其无晶圆厂竞争对手那里购买更多芯片<b>AMD</b>(纳斯达克:AMD),将其芯片生产外包给<b>台积电</b>(纽约证券交易所代码:TSM)而不是在内部制造芯片。</blockquote></p><p> As a result, Intel ceded the desktop and notebook CPU markets to AMD over the past three years.</p><p><blockquote>因此,英特尔在过去三年中将台式机和笔记本CPU市场拱手让给了AMD。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8bab2b21309a9664da8b9d5d003dd857\" tg-width=\"1151\" tg-height=\"429\"><span>DATA SOURCE: PASSMARK SOFTWARE.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源:PASSMARK软件。</span></p></blockquote></p><p> Those declines could continue for the foreseeable future as the pandemic-related tailwinds dissipate and AMD moves further ahead in the \"process race\" to create smaller and more powerful chips with TSMC.</p><p><blockquote>随着与大流行相关的顺风消散,以及AMD在与台积电合作制造更小、更强大芯片的“工艺竞赛”中进一步领先,这些下降可能会在可预见的未来持续下去。</blockquote></p><p> <b>3. Existential threats in the data center market</b></p><p><blockquote><b>三、数据中心市场存在的威胁</b></blockquote></p><p> Cloud capex soared across the world over the past year as data centers upgraded their hardware to cope with more online activities throughout the pandemic.</p><p><blockquote>过去一年,随着数据中心升级硬件以应对疫情更多的在线活动,全球云资本支出飙升。</blockquote></p><p> For example, the three largest hyper-cloud companies --<b>Amazon</b>,<b>Microsoft</b>, and <b>Alphabet</b>'s Google -- collectively boosted their capex 32% in 2020. That increased spending should be good news for Intel, which holds a near-monopoly in data center CPUs.</p><p><blockquote>比如三家最大的超云公司——<b>亚马逊</b>,<b>微软</b>,和<b>Alphabet</b>谷歌——2020年资本支出总体增加了32%。对于在数据中心CPU领域几乎占据垄断地位的英特尔来说,支出的增加应该是个好消息。</blockquote></p><p> Yet Intel's data center group (DCG) revenue declined 20% year over year to $5.6 billion during the first quarter. It blamed that contraction on a \"challenging\" comparison to its 43% growth a year ago, which benefited from upgrades across the cloud, enterprise, government, and communication sectors.</p><p><blockquote>然而,英特尔第一季度数据中心集团(DCG)收入同比下降20%至56亿美元。该公司将这种收缩归咎于与一年前43%的增长相比“具有挑战性”,而一年前的增长受益于云、企业、政府和通信领域的升级。</blockquote></p><p> But those challenging comparisons could persist throughout 2021 as cloud and data center customers prioritize purchases of other chips, such as <b>NVIDIA</b>'s (NASDAQ:NVDA) high-end GPUs for crunching AI tasks, over Intel's flagship Xeon CPUs. NVIDIA's recent launch of its own data center CPU and its planned takeover of Arm could exacerbate that pressure.</p><p><blockquote>但随着云和数据中心客户优先购买其他芯片,这些具有挑战性的比较可能会持续到2021年,例如<b>英伟达</b>(纳斯达克股票代码:NVDA)的高端GPU,用于处理人工智能任务,优于英特尔旗舰至强CPU。英伟达最近推出了自己的数据中心CPU,并计划收购Arm,这可能会加剧这种压力。</blockquote></p><p> 4. Unclear plans for its own foundry</p><p><blockquote>四、自有代工厂规划不明确</blockquote></p><p> To resolve its ongoing production issues, Intel will outsource the production of some of its chips to TSMC. But it also plans to accept third-party chip orders at its new Intel Foundry Services division.</p><p><blockquote>为了解决持续的生产问题,英特尔将把部分芯片的生产外包给台积电。但它也计划在其新的英特尔代工服务部门接受第三方芯片订单。</blockquote></p><p> This strategy contradicts itself. Intel still needs TSMC to produce some of its new chips because of the limitations of its existing foundries, yet it's building new plants to manufacture chips for other fabless chipmakers.</p><p><blockquote>这种策略自相矛盾。由于现有代工厂的限制,英特尔仍然需要台积电生产一些新芯片,但它正在建设新工厂为其他无晶圆厂芯片制造商制造芯片。</blockquote></p><p> In other words, Intel would still be temporarily dependent on TSMC, which remains ahead in the process race, while trying to compete against TSMC and<b>Samsung</b>for orders of less advanced chips. The foundry services business will also likely generate lower-margin revenue than its CCG and DCG businesses.</p><p><blockquote>换句话说,英特尔仍将暂时依赖在工艺竞赛中保持领先的台积电,同时试图与台积电和<b>三星</b>对于不太先进的芯片订单。铸造服务业务产生的收入也可能低于CCG和DCG业务。</blockquote></p><p> <b>5. Gross margin pressure and reduced buybacks</b></p><p><blockquote><b>5、毛利率压力和回购减少</b></blockquote></p><p></p><p> Lastly, Intel's adjusted gross margin -- which dropped 6.1 percentage points year over year to 58.4% during the first quarter -- could remain under pressure as its PC sales decelerate, its data center sales decline, and it expands its lower-margin foundry services business.</p><p><blockquote>最后,随着PC销售放缓、数据中心销售下降以及利润率较低的代工服务业务的扩张,英特尔调整后的毛利率(第一季度同比下降6.1个百分点至58.4%)可能仍面临压力。</blockquote></p><p> Intel also plans to reduce its buybacks to conserve more cash for its expansion efforts. That's a necessary measure, but it will throttle its EPS growth as its gross and operating margins contract.</p><p><blockquote>英特尔还计划减少回购,为扩张工作节省更多现金。这是一项必要的措施,但随着毛利率和营业利润率的收缩,它将抑制其每股收益的增长。</blockquote></p><p> <b>The bottom line</b></p><p><blockquote><b>底线</b></blockquote></p><p> Intel isn't doomed yet, but it's falling behind better-run chipmakers like AMD, NVIDIA, and TSMC. Intel's new CEO Pat Gelsinger claims 2021 will be a \"pivotal year\" for the company -- but I'd like to see it actually pivot before I can consider it a worthy investment.</p><p><blockquote>英特尔尚未注定失败,但它落后于AMD、英伟达和台积电等运营更好的芯片制造商。英特尔新任首席执行官帕特·基辛格(Pat Gelsinger)声称,2021年对公司来说将是“关键的一年”,但我希望看到它真正转向,然后才能认为这是一项值得的投资。</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>5 Reasons to Avoid Intel After Its Q1 Earnings Report<blockquote>英特尔发布第一季度收益报告后避开英特尔的5个理由</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\">\n5 Reasons to Avoid Intel After Its Q1 Earnings Report<blockquote>英特尔发布第一季度收益报告后避开英特尔的5个理由</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\">2021-04-29 09:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The world's top PC and data center CPU maker is losing its edge.</p><p><blockquote>全球顶级PC和数据中心CPU制造商正在失去优势。</blockquote></p><p> <b>Intel</b>'s stock recently tumbled after the chipmaker posted its first-quarter earnings. Its revenue fell 1% year over year to $19.7 billion, but still beat estimates by $1.75 billion.</p><p><blockquote><b>英特尔</b>在这家芯片制造商公布第一季度收益后,该公司的股价最近暴跌。其收入同比下降1%至197亿美元,但仍超出预期17.5亿美元。</blockquote></p><p> Its non-GAAP net income declined 6% to $5.7 billion. Its non-GAAP earnings per share, buoyed by buybacks, dipped 1% to $1.39 and cleared expectations by $0.25. Those numbers exclude its NAND business, which will be sold to <b>SK Hynix</b>, and other one-time items.</p><p><blockquote>其非GAAP净利润下降6%至57亿美元。在回购的推动下,其非GAAP每股收益下降1%至1.39美元,比预期高出0.25美元。这些数字不包括其NAND业务,该业务将出售给<b>SK海力士</b>,以及其他一次性项目。</blockquote></p><p> Intel expects its revenue and non-GAAP earnings to decline 10% and 15% year over year, respectively, in the second quarter. Analysts had expected its revenue and earnings to fall 9% and 19%, respectively.</p><p><blockquote>英特尔预计第二季度营收和非GAAP盈利将同比分别下降10%和15%。分析师此前预计其收入和盈利将分别下降9%和19%。</blockquote></p><p> For the full year, Intel expects its GAAP revenue to dip 1% to $77 billion, and for its non-GAAP revenue to drop 7% to $72.5 billion, which misses the consensus forecast of $72.8 billion. It expects its non-GAAP EPS to decline 13%, compared to gloomier forecasts for a 19% decline.</p><p><blockquote>英特尔预计全年GAAP收入将下降1%至770亿美元,非GAAP收入将下降7%至725亿美元,低于市场普遍预测的728亿美元。该公司预计非GAAP每股收益将下降13%,而较悲观的预测为下降19%。</blockquote></p><p> Intel's first-quarter growth cleared Wall Street's low bar, but its mixed guidance indicated its troubles would persist throughout the year. Intel's stock might look cheap at 13 times forward earnings with a decent forward yield of 2.4%, but it's still not worth buying for five simple reasons.</p><p><blockquote>英特尔第一季度的增长清除了华尔街的低门槛,但其好坏参半的指引表明其麻烦将持续全年。英特尔的股票可能看起来很便宜,预期市盈率为13倍,预期收益率为2.4%,但出于五个简单的原因,它仍然不值得购买。</blockquote></p><p> <b>1. PC sales will decelerate after the pandemic ends</b></p><p><blockquote><b>1.疫情结束后PC销售将减速</b></blockquote></p><p> Intel's Client Computing Group (CCG) revenue rose 8% year over year to $10.6 billion during the quarter as it sold more CPUs for PCs. Its total PC unit volumes increased 38% year over year, with a 54% jump in notebook volumes offsetting a 4% decline in desktop volumes.</p><p><blockquote>英特尔客户端计算集团(CCG)本季度收入同比增长8%,达到106亿美元,原因是该公司销售了更多PC CPU。其PC总销量同比增长38%,其中笔记本电脑销量增长54%,抵消了台式机销量下降4%的影响。</blockquote></p><p> However, PC sales mainly rose because the pandemic caused more people to buy new systems for remote work, online education, and gaming. That tailwind should fade after the pandemic ends.</p><p><blockquote>然而,PC销量增长主要是因为疫情导致更多人购买用于远程工作、在线教育和游戏的新系统。疫情结束后,这种顺风应该会消退。</blockquote></p><p> <b>2. It could lose more market share to AMD</b></p><p><blockquote><b>2.它可能会将更多市场份额输给AMD</b></blockquote></p><p> Intel's ongoingchip shortage, which started in 2018 and hasn't been resolved yet, caused many PC makers to buy more chips from its fabless rival <b>AMD</b> (NASDAQ:AMD), which outsources its chip production to <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM) instead of manufacturing its chips internally.</p><p><blockquote>英特尔持续的芯片短缺始于2018年,尚未解决,导致许多PC制造商从其无晶圆厂竞争对手那里购买更多芯片<b>AMD</b>(纳斯达克:AMD),将其芯片生产外包给<b>台积电</b>(纽约证券交易所代码:TSM)而不是在内部制造芯片。</blockquote></p><p> As a result, Intel ceded the desktop and notebook CPU markets to AMD over the past three years.</p><p><blockquote>因此,英特尔在过去三年中将台式机和笔记本CPU市场拱手让给了AMD。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8bab2b21309a9664da8b9d5d003dd857\" tg-width=\"1151\" tg-height=\"429\"><span>DATA SOURCE: PASSMARK SOFTWARE.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源:PASSMARK软件。</span></p></blockquote></p><p> Those declines could continue for the foreseeable future as the pandemic-related tailwinds dissipate and AMD moves further ahead in the \"process race\" to create smaller and more powerful chips with TSMC.</p><p><blockquote>随着与大流行相关的顺风消散,以及AMD在与台积电合作制造更小、更强大芯片的“工艺竞赛”中进一步领先,这些下降可能会在可预见的未来持续下去。</blockquote></p><p> <b>3. Existential threats in the data center market</b></p><p><blockquote><b>三、数据中心市场存在的威胁</b></blockquote></p><p> Cloud capex soared across the world over the past year as data centers upgraded their hardware to cope with more online activities throughout the pandemic.</p><p><blockquote>过去一年,随着数据中心升级硬件以应对疫情更多的在线活动,全球云资本支出飙升。</blockquote></p><p> For example, the three largest hyper-cloud companies --<b>Amazon</b>,<b>Microsoft</b>, and <b>Alphabet</b>'s Google -- collectively boosted their capex 32% in 2020. That increased spending should be good news for Intel, which holds a near-monopoly in data center CPUs.</p><p><blockquote>比如三家最大的超云公司——<b>亚马逊</b>,<b>微软</b>,和<b>Alphabet</b>谷歌——2020年资本支出总体增加了32%。对于在数据中心CPU领域几乎占据垄断地位的英特尔来说,支出的增加应该是个好消息。</blockquote></p><p> Yet Intel's data center group (DCG) revenue declined 20% year over year to $5.6 billion during the first quarter. It blamed that contraction on a \"challenging\" comparison to its 43% growth a year ago, which benefited from upgrades across the cloud, enterprise, government, and communication sectors.</p><p><blockquote>然而,英特尔第一季度数据中心集团(DCG)收入同比下降20%至56亿美元。该公司将这种收缩归咎于与一年前43%的增长相比“具有挑战性”,而一年前的增长受益于云、企业、政府和通信领域的升级。</blockquote></p><p> But those challenging comparisons could persist throughout 2021 as cloud and data center customers prioritize purchases of other chips, such as <b>NVIDIA</b>'s (NASDAQ:NVDA) high-end GPUs for crunching AI tasks, over Intel's flagship Xeon CPUs. NVIDIA's recent launch of its own data center CPU and its planned takeover of Arm could exacerbate that pressure.</p><p><blockquote>但随着云和数据中心客户优先购买其他芯片,这些具有挑战性的比较可能会持续到2021年,例如<b>英伟达</b>(纳斯达克股票代码:NVDA)的高端GPU,用于处理人工智能任务,优于英特尔旗舰至强CPU。英伟达最近推出了自己的数据中心CPU,并计划收购Arm,这可能会加剧这种压力。</blockquote></p><p> 4. Unclear plans for its own foundry</p><p><blockquote>四、自有代工厂规划不明确</blockquote></p><p> To resolve its ongoing production issues, Intel will outsource the production of some of its chips to TSMC. But it also plans to accept third-party chip orders at its new Intel Foundry Services division.</p><p><blockquote>为了解决持续的生产问题,英特尔将把部分芯片的生产外包给台积电。但它也计划在其新的英特尔代工服务部门接受第三方芯片订单。</blockquote></p><p> This strategy contradicts itself. Intel still needs TSMC to produce some of its new chips because of the limitations of its existing foundries, yet it's building new plants to manufacture chips for other fabless chipmakers.</p><p><blockquote>这种策略自相矛盾。由于现有代工厂的限制,英特尔仍然需要台积电生产一些新芯片,但它正在建设新工厂为其他无晶圆厂芯片制造商制造芯片。</blockquote></p><p> In other words, Intel would still be temporarily dependent on TSMC, which remains ahead in the process race, while trying to compete against TSMC and<b>Samsung</b>for orders of less advanced chips. The foundry services business will also likely generate lower-margin revenue than its CCG and DCG businesses.</p><p><blockquote>换句话说,英特尔仍将暂时依赖在工艺竞赛中保持领先的台积电,同时试图与台积电和<b>三星</b>对于不太先进的芯片订单。铸造服务业务产生的收入也可能低于CCG和DCG业务。</blockquote></p><p> <b>5. Gross margin pressure and reduced buybacks</b></p><p><blockquote><b>5、毛利率压力和回购减少</b></blockquote></p><p></p><p> Lastly, Intel's adjusted gross margin -- which dropped 6.1 percentage points year over year to 58.4% during the first quarter -- could remain under pressure as its PC sales decelerate, its data center sales decline, and it expands its lower-margin foundry services business.</p><p><blockquote>最后,随着PC销售放缓、数据中心销售下降以及利润率较低的代工服务业务的扩张,英特尔调整后的毛利率(第一季度同比下降6.1个百分点至58.4%)可能仍面临压力。</blockquote></p><p> Intel also plans to reduce its buybacks to conserve more cash for its expansion efforts. That's a necessary measure, but it will throttle its EPS growth as its gross and operating margins contract.</p><p><blockquote>英特尔还计划减少回购,为扩张工作节省更多现金。这是一项必要的措施,但随着毛利率和营业利润率的收缩,它将抑制其每股收益的增长。</blockquote></p><p> <b>The bottom line</b></p><p><blockquote><b>底线</b></blockquote></p><p> Intel isn't doomed yet, but it's falling behind better-run chipmakers like AMD, NVIDIA, and TSMC. Intel's new CEO Pat Gelsinger claims 2021 will be a \"pivotal year\" for the company -- but I'd like to see it actually pivot before I can consider it a worthy investment.</p><p><blockquote>英特尔尚未注定失败,但它落后于AMD、英伟达和台积电等运营更好的芯片制造商。英特尔新任首席执行官帕特·基辛格(Pat Gelsinger)声称,2021年对公司来说将是“关键的一年”,但我希望看到它真正转向,然后才能认为这是一项值得的投资。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/04/28/5-reasons-to-avoid-intel-after-q1-earnings-report/\">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":{"INTC":"英特尔"},"source_url":"https://www.fool.com/investing/2021/04/28/5-reasons-to-avoid-intel-after-q1-earnings-report/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146541007","content_text":"The world's top PC and data center CPU maker is losing its edge.\nIntel's stock recently tumbled after the chipmaker posted its first-quarter earnings. Its revenue fell 1% year over year to $19.7 billion, but still beat estimates by $1.75 billion.\nIts non-GAAP net income declined 6% to $5.7 billion. Its non-GAAP earnings per share, buoyed by buybacks, dipped 1% to $1.39 and cleared expectations by $0.25. Those numbers exclude its NAND business, which will be sold to SK Hynix, and other one-time items.\nIntel expects its revenue and non-GAAP earnings to decline 10% and 15% year over year, respectively, in the second quarter. Analysts had expected its revenue and earnings to fall 9% and 19%, respectively.\nFor the full year, Intel expects its GAAP revenue to dip 1% to $77 billion, and for its non-GAAP revenue to drop 7% to $72.5 billion, which misses the consensus forecast of $72.8 billion. It expects its non-GAAP EPS to decline 13%, compared to gloomier forecasts for a 19% decline.\nIntel's first-quarter growth cleared Wall Street's low bar, but its mixed guidance indicated its troubles would persist throughout the year. Intel's stock might look cheap at 13 times forward earnings with a decent forward yield of 2.4%, but it's still not worth buying for five simple reasons.\n1. PC sales will decelerate after the pandemic ends\nIntel's Client Computing Group (CCG) revenue rose 8% year over year to $10.6 billion during the quarter as it sold more CPUs for PCs. Its total PC unit volumes increased 38% year over year, with a 54% jump in notebook volumes offsetting a 4% decline in desktop volumes.\nHowever, PC sales mainly rose because the pandemic caused more people to buy new systems for remote work, online education, and gaming. That tailwind should fade after the pandemic ends.\n2. It could lose more market share to AMD\nIntel's ongoingchip shortage, which started in 2018 and hasn't been resolved yet, caused many PC makers to buy more chips from its fabless rival AMD (NASDAQ:AMD), which outsources its chip production to Taiwan Semiconductor Manufacturing (NYSE:TSM) instead of manufacturing its chips internally.\nAs a result, Intel ceded the desktop and notebook CPU markets to AMD over the past three years.\nDATA SOURCE: PASSMARK SOFTWARE.\nThose declines could continue for the foreseeable future as the pandemic-related tailwinds dissipate and AMD moves further ahead in the \"process race\" to create smaller and more powerful chips with TSMC.\n3. Existential threats in the data center market\nCloud capex soared across the world over the past year as data centers upgraded their hardware to cope with more online activities throughout the pandemic.\nFor example, the three largest hyper-cloud companies --Amazon,Microsoft, and Alphabet's Google -- collectively boosted their capex 32% in 2020. That increased spending should be good news for Intel, which holds a near-monopoly in data center CPUs.\nYet Intel's data center group (DCG) revenue declined 20% year over year to $5.6 billion during the first quarter. It blamed that contraction on a \"challenging\" comparison to its 43% growth a year ago, which benefited from upgrades across the cloud, enterprise, government, and communication sectors.\nBut those challenging comparisons could persist throughout 2021 as cloud and data center customers prioritize purchases of other chips, such as NVIDIA's (NASDAQ:NVDA) high-end GPUs for crunching AI tasks, over Intel's flagship Xeon CPUs. NVIDIA's recent launch of its own data center CPU and its planned takeover of Arm could exacerbate that pressure.\n4. Unclear plans for its own foundry\nTo resolve its ongoing production issues, Intel will outsource the production of some of its chips to TSMC. But it also plans to accept third-party chip orders at its new Intel Foundry Services division.\nThis strategy contradicts itself. Intel still needs TSMC to produce some of its new chips because of the limitations of its existing foundries, yet it's building new plants to manufacture chips for other fabless chipmakers.\nIn other words, Intel would still be temporarily dependent on TSMC, which remains ahead in the process race, while trying to compete against TSMC andSamsungfor orders of less advanced chips. The foundry services business will also likely generate lower-margin revenue than its CCG and DCG businesses.\n5. Gross margin pressure and reduced buybacks\nLastly, Intel's adjusted gross margin -- which dropped 6.1 percentage points year over year to 58.4% during the first quarter -- could remain under pressure as its PC sales decelerate, its data center sales decline, and it expands its lower-margin foundry services business.\nIntel also plans to reduce its buybacks to conserve more cash for its expansion efforts. That's a necessary measure, but it will throttle its EPS growth as its gross and operating margins contract.\nThe bottom line\nIntel isn't doomed yet, but it's falling behind better-run chipmakers like AMD, NVIDIA, and TSMC. Intel's new CEO Pat Gelsinger claims 2021 will be a \"pivotal year\" for the company -- but I'd like to see it actually pivot before I can consider it a worthy investment.","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343801571,"gmtCreate":1617697729593,"gmtModify":1634297056953,"author":{"id":"3573722440910896","authorId":"3573722440910896","name":"Fyo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573722440910896","idStr":"3573722440910896"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/343801571","repostId":"1192667847","repostType":4,"repost":{"id":"1192667847","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1617695531,"share":"https://www.laohu8.com/m/news/1192667847?lang=zh_CN&edition=full","pubTime":"2021-04-06 15:52","market":"us","language":"en","title":"Bitcoin Struggling To Break Past $60,000 Again But Analyst Says Run Up To $75,000 Is In Sight<blockquote>比特币股价难以再次突破60,000美元,但分析师表示有望升至75,000美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192667847","media":"Benzinga","summary":"Bitcoin(BTC) may have seen the brakes hit on its upwards momentum as it struggles to cross again the","content":"<p><b>Bitcoin</b>(BTC) may have seen the brakes hit on its upwards momentum as it struggles to cross again the psychological $60,000 mark, but continued upside may take it to $75,000 levels, according to one analyst.</p><p><blockquote><b>比特币</b>一位分析师表示,(BTC)在努力再次突破60,000美元心理关口时,其上涨势头可能已经刹车,但持续上涨可能会将其带到75,000美元的水平。</blockquote></p><p> <b>What Happened:</b> The apex cryptocurrency traded 1.98% higher at $59,047.01 at press time on Tuesday. BTC has run up 102.57% since the year began.</p><p><blockquote><b>发生了什么:</b>截至周二发稿时,apex加密货币上涨1.98%,至59,047.01美元。自年初以来,BTC已上涨102.57%。</blockquote></p><p> The gains in BTC have paled in comparison with <b>Ethereum</b>(ETH), which has returned 186.72% in the same period.</p><p><blockquote>BTC的涨幅与<b>以太币</b>(ETH),同期回报率为186.72%。</blockquote></p><p> ETH traded 4.28% higher at $2,135.69 at press time. The second-largest cryptocurrency by market capitalization has jumped 18.02% in a seven-day trailing period.</p><p><blockquote>截至发稿时,ETH上涨4.28%,至2,135.69美元。市值第二大的加密货币在过去7天内上涨了18.02%。</blockquote></p><p> According to Edward Moya, a senior market analyst at foreign exchange broker Oanda, we are in a “wait-and-see mode” in what appears to be a period of healthy consolidation for BTC, CoinDeskreported.</p><p><blockquote>据Coindesk报道,外汇经纪商Oanda的高级市场分析师Edward Moya表示,在BTC似乎处于健康盘整时期,我们正处于“观望模式”。</blockquote></p><p> Moya reportedly said that the focus has shifted to institutional players with deep pockets, which could support Bitcoin’s next rally above 60,000 levels.</p><p><blockquote>据报道,Moya表示,焦点已经转移到财力雄厚的机构参与者身上,这可能会支持比特币下一次反弹突破60,000点水平。</blockquote></p><p> “Consensus is, a break above $60,000 is not a matter of if, but when. Next barrier is at $75,000,” according to Moya.</p><p><blockquote>“共识是,突破60,000美元不是是否的问题,而是何时的问题。下一个障碍是75,000美元,”Moya表示。</blockquote></p><p> <b>Why It Matters:</b> On Monday,<b>MicroStrategy Incorporated</b> (NASDAQ:MSTR) purchased 253 BTC for $15 million in cash at the average price of $59,339 per BTC, the company said in a filing with the U.S. Securities and Exchange Commission.</p><p><blockquote><b>为什么重要:</b>周一,<b>MicroStrategy公司</b>(纳斯达克:MSTR)在提交给美国证券交易委员会的一份文件中表示,该公司以1500万美元现金购买了253个BTC,平均价格为每BTC 59,339美元。</blockquote></p><p> The Michael Saylor-led company holds approximately 91,579 BTC, purchased at an average price of $24,311 per BTC, as of Monday. These were acquired at an aggregate purchase price of $2.226 billion.</p><p><blockquote>截至周一,迈克尔·塞勒(Michael Saylor)领导的公司持有约91,579 BTC,购买价格为每BTC 24,311美元。这些公司的收购总价为22.26亿美元。</blockquote></p><p> Last month, MicroStrategy had purchased$15 million worth of BTCas well.</p><p><blockquote>上个月,MicroStrategy购买了价值1500万美元的BTCas。</blockquote></p><p> “Retail traders are probably bidding up altcoins after missing the big move in bitcoin,” said Moya, reported CoinDesk.</p><p><blockquote>据CoinDesk报道,莫亚表示:“在错过了比特币的大幅波动后,散户交易者可能会抬高山寨币的价格。”</blockquote></p><p> Over the past seven days, altcoins such as <b>WazirX</b>(WRX), <b>BitTorrent</b>(BTT), and <b>Tron</b> have shot up 535.57%, 170.65%, and 104.97% respectively.</p><p><blockquote>在过去的七天里,山寨币如<b>瓦齐尔克斯</b>(WRX),<b>比特洪流</b>(BTT),以及<b>创</b>分别暴涨535.57%、170.65%、104.97%。</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>Bitcoin Struggling To Break Past $60,000 Again But Analyst Says Run Up To $75,000 Is In Sight<blockquote>比特币股价难以再次突破60,000美元,但分析师表示有望升至75,000美元</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\">\nBitcoin Struggling To Break Past $60,000 Again But Analyst Says Run Up To $75,000 Is In Sight<blockquote>比特币股价难以再次突破60,000美元,但分析师表示有望升至75,000美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-04-06 15:52</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Bitcoin</b>(BTC) may have seen the brakes hit on its upwards momentum as it struggles to cross again the psychological $60,000 mark, but continued upside may take it to $75,000 levels, according to one analyst.</p><p><blockquote><b>比特币</b>一位分析师表示,(BTC)在努力再次突破60,000美元心理关口时,其上涨势头可能已经刹车,但持续上涨可能会将其带到75,000美元的水平。</blockquote></p><p> <b>What Happened:</b> The apex cryptocurrency traded 1.98% higher at $59,047.01 at press time on Tuesday. BTC has run up 102.57% since the year began.</p><p><blockquote><b>发生了什么:</b>截至周二发稿时,apex加密货币上涨1.98%,至59,047.01美元。自年初以来,BTC已上涨102.57%。</blockquote></p><p> The gains in BTC have paled in comparison with <b>Ethereum</b>(ETH), which has returned 186.72% in the same period.</p><p><blockquote>BTC的涨幅与<b>以太币</b>(ETH),同期回报率为186.72%。</blockquote></p><p> ETH traded 4.28% higher at $2,135.69 at press time. The second-largest cryptocurrency by market capitalization has jumped 18.02% in a seven-day trailing period.</p><p><blockquote>截至发稿时,ETH上涨4.28%,至2,135.69美元。市值第二大的加密货币在过去7天内上涨了18.02%。</blockquote></p><p> According to Edward Moya, a senior market analyst at foreign exchange broker Oanda, we are in a “wait-and-see mode” in what appears to be a period of healthy consolidation for BTC, CoinDeskreported.</p><p><blockquote>据Coindesk报道,外汇经纪商Oanda的高级市场分析师Edward Moya表示,在BTC似乎处于健康盘整时期,我们正处于“观望模式”。</blockquote></p><p> Moya reportedly said that the focus has shifted to institutional players with deep pockets, which could support Bitcoin’s next rally above 60,000 levels.</p><p><blockquote>据报道,Moya表示,焦点已经转移到财力雄厚的机构参与者身上,这可能会支持比特币下一次反弹突破60,000点水平。</blockquote></p><p> “Consensus is, a break above $60,000 is not a matter of if, but when. Next barrier is at $75,000,” according to Moya.</p><p><blockquote>“共识是,突破60,000美元不是是否的问题,而是何时的问题。下一个障碍是75,000美元,”Moya表示。</blockquote></p><p> <b>Why It Matters:</b> On Monday,<b>MicroStrategy Incorporated</b> (NASDAQ:MSTR) purchased 253 BTC for $15 million in cash at the average price of $59,339 per BTC, the company said in a filing with the U.S. Securities and Exchange Commission.</p><p><blockquote><b>为什么重要:</b>周一,<b>MicroStrategy公司</b>(纳斯达克:MSTR)在提交给美国证券交易委员会的一份文件中表示,该公司以1500万美元现金购买了253个BTC,平均价格为每BTC 59,339美元。</blockquote></p><p> The Michael Saylor-led company holds approximately 91,579 BTC, purchased at an average price of $24,311 per BTC, as of Monday. These were acquired at an aggregate purchase price of $2.226 billion.</p><p><blockquote>截至周一,迈克尔·塞勒(Michael Saylor)领导的公司持有约91,579 BTC,购买价格为每BTC 24,311美元。这些公司的收购总价为22.26亿美元。</blockquote></p><p> Last month, MicroStrategy had purchased$15 million worth of BTCas well.</p><p><blockquote>上个月,MicroStrategy购买了价值1500万美元的BTCas。</blockquote></p><p> “Retail traders are probably bidding up altcoins after missing the big move in bitcoin,” said Moya, reported CoinDesk.</p><p><blockquote>据CoinDesk报道,莫亚表示:“在错过了比特币的大幅波动后,散户交易者可能会抬高山寨币的价格。”</blockquote></p><p> Over the past seven days, altcoins such as <b>WazirX</b>(WRX), <b>BitTorrent</b>(BTT), and <b>Tron</b> have shot up 535.57%, 170.65%, and 104.97% respectively.</p><p><blockquote>在过去的七天里,山寨币如<b>瓦齐尔克斯</b>(WRX),<b>比特洪流</b>(BTT),以及<b>创</b>分别暴涨535.57%、170.65%、104.97%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GBTC":"比特币ETF-Grayscale"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192667847","content_text":"Bitcoin(BTC) may have seen the brakes hit on its upwards momentum as it struggles to cross again the psychological $60,000 mark, but continued upside may take it to $75,000 levels, according to one analyst.\nWhat Happened: The apex cryptocurrency traded 1.98% higher at $59,047.01 at press time on Tuesday. BTC has run up 102.57% since the year began.\nThe gains in BTC have paled in comparison with Ethereum(ETH), which has returned 186.72% in the same period.\nETH traded 4.28% higher at $2,135.69 at press time. The second-largest cryptocurrency by market capitalization has jumped 18.02% in a seven-day trailing period.\nAccording to Edward Moya, a senior market analyst at foreign exchange broker Oanda, we are in a “wait-and-see mode” in what appears to be a period of healthy consolidation for BTC, CoinDeskreported.\nMoya reportedly said that the focus has shifted to institutional players with deep pockets, which could support Bitcoin’s next rally above 60,000 levels.\n“Consensus is, a break above $60,000 is not a matter of if, but when. Next barrier is at $75,000,” according to Moya.\nWhy It Matters: On Monday,MicroStrategy Incorporated (NASDAQ:MSTR) purchased 253 BTC for $15 million in cash at the average price of $59,339 per BTC, the company said in a filing with the U.S. Securities and Exchange Commission.\nThe Michael Saylor-led company holds approximately 91,579 BTC, purchased at an average price of $24,311 per BTC, as of Monday. These were acquired at an aggregate purchase price of $2.226 billion.\nLast month, MicroStrategy had purchased$15 million worth of BTCas well.\n“Retail traders are probably bidding up altcoins after missing the big move in bitcoin,” said Moya, reported CoinDesk.\nOver the past seven days, altcoins such as WazirX(WRX), BitTorrent(BTT), and Tron have shot up 535.57%, 170.65%, and 104.97% respectively.","news_type":1,"symbols_score_info":{"GBTC":0.9}},"isVote":1,"tweetType":1,"viewCount":734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":109948651,"gmtCreate":1619661080073,"gmtModify":1634210923507,"author":{"id":"3573722440910896","authorId":"3573722440910896","name":"Fyo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573722440910896","authorIdStr":"3573722440910896"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/109948651","repostId":"1146541007","repostType":4,"repost":{"id":"1146541007","kind":"news","pubTimestamp":1619660700,"share":"https://www.laohu8.com/m/news/1146541007?lang=zh_CN&edition=full","pubTime":"2021-04-29 09:45","market":"us","language":"en","title":"5 Reasons to Avoid Intel After Its Q1 Earnings Report<blockquote>英特尔发布第一季度收益报告后避开英特尔的5个理由</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1146541007","media":"Motley Fool","summary":"The world's top PC and data center CPU maker is losing its edge.\nIntel's stock recently tumbled afte","content":"<p>The world's top PC and data center CPU maker is losing its edge.</p><p><blockquote>全球顶级PC和数据中心CPU制造商正在失去优势。</blockquote></p><p> <b>Intel</b>'s stock recently tumbled after the chipmaker posted its first-quarter earnings. Its revenue fell 1% year over year to $19.7 billion, but still beat estimates by $1.75 billion.</p><p><blockquote><b>英特尔</b>在这家芯片制造商公布第一季度收益后,该公司的股价最近暴跌。其收入同比下降1%至197亿美元,但仍超出预期17.5亿美元。</blockquote></p><p> Its non-GAAP net income declined 6% to $5.7 billion. Its non-GAAP earnings per share, buoyed by buybacks, dipped 1% to $1.39 and cleared expectations by $0.25. Those numbers exclude its NAND business, which will be sold to <b>SK Hynix</b>, and other one-time items.</p><p><blockquote>其非GAAP净利润下降6%至57亿美元。在回购的推动下,其非GAAP每股收益下降1%至1.39美元,比预期高出0.25美元。这些数字不包括其NAND业务,该业务将出售给<b>SK海力士</b>,以及其他一次性项目。</blockquote></p><p> Intel expects its revenue and non-GAAP earnings to decline 10% and 15% year over year, respectively, in the second quarter. Analysts had expected its revenue and earnings to fall 9% and 19%, respectively.</p><p><blockquote>英特尔预计第二季度营收和非GAAP盈利将同比分别下降10%和15%。分析师此前预计其收入和盈利将分别下降9%和19%。</blockquote></p><p> For the full year, Intel expects its GAAP revenue to dip 1% to $77 billion, and for its non-GAAP revenue to drop 7% to $72.5 billion, which misses the consensus forecast of $72.8 billion. It expects its non-GAAP EPS to decline 13%, compared to gloomier forecasts for a 19% decline.</p><p><blockquote>英特尔预计全年GAAP收入将下降1%至770亿美元,非GAAP收入将下降7%至725亿美元,低于市场普遍预测的728亿美元。该公司预计非GAAP每股收益将下降13%,而较悲观的预测为下降19%。</blockquote></p><p> Intel's first-quarter growth cleared Wall Street's low bar, but its mixed guidance indicated its troubles would persist throughout the year. Intel's stock might look cheap at 13 times forward earnings with a decent forward yield of 2.4%, but it's still not worth buying for five simple reasons.</p><p><blockquote>英特尔第一季度的增长清除了华尔街的低门槛,但其好坏参半的指引表明其麻烦将持续全年。英特尔的股票可能看起来很便宜,预期市盈率为13倍,预期收益率为2.4%,但出于五个简单的原因,它仍然不值得购买。</blockquote></p><p> <b>1. PC sales will decelerate after the pandemic ends</b></p><p><blockquote><b>1.疫情结束后PC销售将减速</b></blockquote></p><p> Intel's Client Computing Group (CCG) revenue rose 8% year over year to $10.6 billion during the quarter as it sold more CPUs for PCs. Its total PC unit volumes increased 38% year over year, with a 54% jump in notebook volumes offsetting a 4% decline in desktop volumes.</p><p><blockquote>英特尔客户端计算集团(CCG)本季度收入同比增长8%,达到106亿美元,原因是该公司销售了更多PC CPU。其PC总销量同比增长38%,其中笔记本电脑销量增长54%,抵消了台式机销量下降4%的影响。</blockquote></p><p> However, PC sales mainly rose because the pandemic caused more people to buy new systems for remote work, online education, and gaming. That tailwind should fade after the pandemic ends.</p><p><blockquote>然而,PC销量增长主要是因为疫情导致更多人购买用于远程工作、在线教育和游戏的新系统。疫情结束后,这种顺风应该会消退。</blockquote></p><p> <b>2. It could lose more market share to AMD</b></p><p><blockquote><b>2.它可能会将更多市场份额输给AMD</b></blockquote></p><p> Intel's ongoingchip shortage, which started in 2018 and hasn't been resolved yet, caused many PC makers to buy more chips from its fabless rival <b>AMD</b> (NASDAQ:AMD), which outsources its chip production to <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM) instead of manufacturing its chips internally.</p><p><blockquote>英特尔持续的芯片短缺始于2018年,尚未解决,导致许多PC制造商从其无晶圆厂竞争对手那里购买更多芯片<b>AMD</b>(纳斯达克:AMD),将其芯片生产外包给<b>台积电</b>(纽约证券交易所代码:TSM)而不是在内部制造芯片。</blockquote></p><p> As a result, Intel ceded the desktop and notebook CPU markets to AMD over the past three years.</p><p><blockquote>因此,英特尔在过去三年中将台式机和笔记本CPU市场拱手让给了AMD。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8bab2b21309a9664da8b9d5d003dd857\" tg-width=\"1151\" tg-height=\"429\"><span>DATA SOURCE: PASSMARK SOFTWARE.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源:PASSMARK软件。</span></p></blockquote></p><p> Those declines could continue for the foreseeable future as the pandemic-related tailwinds dissipate and AMD moves further ahead in the \"process race\" to create smaller and more powerful chips with TSMC.</p><p><blockquote>随着与大流行相关的顺风消散,以及AMD在与台积电合作制造更小、更强大芯片的“工艺竞赛”中进一步领先,这些下降可能会在可预见的未来持续下去。</blockquote></p><p> <b>3. Existential threats in the data center market</b></p><p><blockquote><b>三、数据中心市场存在的威胁</b></blockquote></p><p> Cloud capex soared across the world over the past year as data centers upgraded their hardware to cope with more online activities throughout the pandemic.</p><p><blockquote>过去一年,随着数据中心升级硬件以应对疫情更多的在线活动,全球云资本支出飙升。</blockquote></p><p> For example, the three largest hyper-cloud companies --<b>Amazon</b>,<b>Microsoft</b>, and <b>Alphabet</b>'s Google -- collectively boosted their capex 32% in 2020. That increased spending should be good news for Intel, which holds a near-monopoly in data center CPUs.</p><p><blockquote>比如三家最大的超云公司——<b>亚马逊</b>,<b>微软</b>,和<b>Alphabet</b>谷歌——2020年资本支出总体增加了32%。对于在数据中心CPU领域几乎占据垄断地位的英特尔来说,支出的增加应该是个好消息。</blockquote></p><p> Yet Intel's data center group (DCG) revenue declined 20% year over year to $5.6 billion during the first quarter. It blamed that contraction on a \"challenging\" comparison to its 43% growth a year ago, which benefited from upgrades across the cloud, enterprise, government, and communication sectors.</p><p><blockquote>然而,英特尔第一季度数据中心集团(DCG)收入同比下降20%至56亿美元。该公司将这种收缩归咎于与一年前43%的增长相比“具有挑战性”,而一年前的增长受益于云、企业、政府和通信领域的升级。</blockquote></p><p> But those challenging comparisons could persist throughout 2021 as cloud and data center customers prioritize purchases of other chips, such as <b>NVIDIA</b>'s (NASDAQ:NVDA) high-end GPUs for crunching AI tasks, over Intel's flagship Xeon CPUs. NVIDIA's recent launch of its own data center CPU and its planned takeover of Arm could exacerbate that pressure.</p><p><blockquote>但随着云和数据中心客户优先购买其他芯片,这些具有挑战性的比较可能会持续到2021年,例如<b>英伟达</b>(纳斯达克股票代码:NVDA)的高端GPU,用于处理人工智能任务,优于英特尔旗舰至强CPU。英伟达最近推出了自己的数据中心CPU,并计划收购Arm,这可能会加剧这种压力。</blockquote></p><p> 4. Unclear plans for its own foundry</p><p><blockquote>四、自有代工厂规划不明确</blockquote></p><p> To resolve its ongoing production issues, Intel will outsource the production of some of its chips to TSMC. But it also plans to accept third-party chip orders at its new Intel Foundry Services division.</p><p><blockquote>为了解决持续的生产问题,英特尔将把部分芯片的生产外包给台积电。但它也计划在其新的英特尔代工服务部门接受第三方芯片订单。</blockquote></p><p> This strategy contradicts itself. Intel still needs TSMC to produce some of its new chips because of the limitations of its existing foundries, yet it's building new plants to manufacture chips for other fabless chipmakers.</p><p><blockquote>这种策略自相矛盾。由于现有代工厂的限制,英特尔仍然需要台积电生产一些新芯片,但它正在建设新工厂为其他无晶圆厂芯片制造商制造芯片。</blockquote></p><p> In other words, Intel would still be temporarily dependent on TSMC, which remains ahead in the process race, while trying to compete against TSMC and<b>Samsung</b>for orders of less advanced chips. The foundry services business will also likely generate lower-margin revenue than its CCG and DCG businesses.</p><p><blockquote>换句话说,英特尔仍将暂时依赖在工艺竞赛中保持领先的台积电,同时试图与台积电和<b>三星</b>对于不太先进的芯片订单。铸造服务业务产生的收入也可能低于CCG和DCG业务。</blockquote></p><p> <b>5. Gross margin pressure and reduced buybacks</b></p><p><blockquote><b>5、毛利率压力和回购减少</b></blockquote></p><p></p><p> Lastly, Intel's adjusted gross margin -- which dropped 6.1 percentage points year over year to 58.4% during the first quarter -- could remain under pressure as its PC sales decelerate, its data center sales decline, and it expands its lower-margin foundry services business.</p><p><blockquote>最后,随着PC销售放缓、数据中心销售下降以及利润率较低的代工服务业务的扩张,英特尔调整后的毛利率(第一季度同比下降6.1个百分点至58.4%)可能仍面临压力。</blockquote></p><p> Intel also plans to reduce its buybacks to conserve more cash for its expansion efforts. That's a necessary measure, but it will throttle its EPS growth as its gross and operating margins contract.</p><p><blockquote>英特尔还计划减少回购,为扩张工作节省更多现金。这是一项必要的措施,但随着毛利率和营业利润率的收缩,它将抑制其每股收益的增长。</blockquote></p><p> <b>The bottom line</b></p><p><blockquote><b>底线</b></blockquote></p><p> Intel isn't doomed yet, but it's falling behind better-run chipmakers like AMD, NVIDIA, and TSMC. Intel's new CEO Pat Gelsinger claims 2021 will be a \"pivotal year\" for the company -- but I'd like to see it actually pivot before I can consider it a worthy investment.</p><p><blockquote>英特尔尚未注定失败,但它落后于AMD、英伟达和台积电等运营更好的芯片制造商。英特尔新任首席执行官帕特·基辛格(Pat Gelsinger)声称,2021年对公司来说将是“关键的一年”,但我希望看到它真正转向,然后才能认为这是一项值得的投资。</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>5 Reasons to Avoid Intel After Its Q1 Earnings Report<blockquote>英特尔发布第一季度收益报告后避开英特尔的5个理由</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\">\n5 Reasons to Avoid Intel After Its Q1 Earnings Report<blockquote>英特尔发布第一季度收益报告后避开英特尔的5个理由</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\">2021-04-29 09:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The world's top PC and data center CPU maker is losing its edge.</p><p><blockquote>全球顶级PC和数据中心CPU制造商正在失去优势。</blockquote></p><p> <b>Intel</b>'s stock recently tumbled after the chipmaker posted its first-quarter earnings. Its revenue fell 1% year over year to $19.7 billion, but still beat estimates by $1.75 billion.</p><p><blockquote><b>英特尔</b>在这家芯片制造商公布第一季度收益后,该公司的股价最近暴跌。其收入同比下降1%至197亿美元,但仍超出预期17.5亿美元。</blockquote></p><p> Its non-GAAP net income declined 6% to $5.7 billion. Its non-GAAP earnings per share, buoyed by buybacks, dipped 1% to $1.39 and cleared expectations by $0.25. Those numbers exclude its NAND business, which will be sold to <b>SK Hynix</b>, and other one-time items.</p><p><blockquote>其非GAAP净利润下降6%至57亿美元。在回购的推动下,其非GAAP每股收益下降1%至1.39美元,比预期高出0.25美元。这些数字不包括其NAND业务,该业务将出售给<b>SK海力士</b>,以及其他一次性项目。</blockquote></p><p> Intel expects its revenue and non-GAAP earnings to decline 10% and 15% year over year, respectively, in the second quarter. Analysts had expected its revenue and earnings to fall 9% and 19%, respectively.</p><p><blockquote>英特尔预计第二季度营收和非GAAP盈利将同比分别下降10%和15%。分析师此前预计其收入和盈利将分别下降9%和19%。</blockquote></p><p> For the full year, Intel expects its GAAP revenue to dip 1% to $77 billion, and for its non-GAAP revenue to drop 7% to $72.5 billion, which misses the consensus forecast of $72.8 billion. It expects its non-GAAP EPS to decline 13%, compared to gloomier forecasts for a 19% decline.</p><p><blockquote>英特尔预计全年GAAP收入将下降1%至770亿美元,非GAAP收入将下降7%至725亿美元,低于市场普遍预测的728亿美元。该公司预计非GAAP每股收益将下降13%,而较悲观的预测为下降19%。</blockquote></p><p> Intel's first-quarter growth cleared Wall Street's low bar, but its mixed guidance indicated its troubles would persist throughout the year. Intel's stock might look cheap at 13 times forward earnings with a decent forward yield of 2.4%, but it's still not worth buying for five simple reasons.</p><p><blockquote>英特尔第一季度的增长清除了华尔街的低门槛,但其好坏参半的指引表明其麻烦将持续全年。英特尔的股票可能看起来很便宜,预期市盈率为13倍,预期收益率为2.4%,但出于五个简单的原因,它仍然不值得购买。</blockquote></p><p> <b>1. PC sales will decelerate after the pandemic ends</b></p><p><blockquote><b>1.疫情结束后PC销售将减速</b></blockquote></p><p> Intel's Client Computing Group (CCG) revenue rose 8% year over year to $10.6 billion during the quarter as it sold more CPUs for PCs. Its total PC unit volumes increased 38% year over year, with a 54% jump in notebook volumes offsetting a 4% decline in desktop volumes.</p><p><blockquote>英特尔客户端计算集团(CCG)本季度收入同比增长8%,达到106亿美元,原因是该公司销售了更多PC CPU。其PC总销量同比增长38%,其中笔记本电脑销量增长54%,抵消了台式机销量下降4%的影响。</blockquote></p><p> However, PC sales mainly rose because the pandemic caused more people to buy new systems for remote work, online education, and gaming. That tailwind should fade after the pandemic ends.</p><p><blockquote>然而,PC销量增长主要是因为疫情导致更多人购买用于远程工作、在线教育和游戏的新系统。疫情结束后,这种顺风应该会消退。</blockquote></p><p> <b>2. It could lose more market share to AMD</b></p><p><blockquote><b>2.它可能会将更多市场份额输给AMD</b></blockquote></p><p> Intel's ongoingchip shortage, which started in 2018 and hasn't been resolved yet, caused many PC makers to buy more chips from its fabless rival <b>AMD</b> (NASDAQ:AMD), which outsources its chip production to <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM) instead of manufacturing its chips internally.</p><p><blockquote>英特尔持续的芯片短缺始于2018年,尚未解决,导致许多PC制造商从其无晶圆厂竞争对手那里购买更多芯片<b>AMD</b>(纳斯达克:AMD),将其芯片生产外包给<b>台积电</b>(纽约证券交易所代码:TSM)而不是在内部制造芯片。</blockquote></p><p> As a result, Intel ceded the desktop and notebook CPU markets to AMD over the past three years.</p><p><blockquote>因此,英特尔在过去三年中将台式机和笔记本CPU市场拱手让给了AMD。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8bab2b21309a9664da8b9d5d003dd857\" tg-width=\"1151\" tg-height=\"429\"><span>DATA SOURCE: PASSMARK SOFTWARE.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源:PASSMARK软件。</span></p></blockquote></p><p> Those declines could continue for the foreseeable future as the pandemic-related tailwinds dissipate and AMD moves further ahead in the \"process race\" to create smaller and more powerful chips with TSMC.</p><p><blockquote>随着与大流行相关的顺风消散,以及AMD在与台积电合作制造更小、更强大芯片的“工艺竞赛”中进一步领先,这些下降可能会在可预见的未来持续下去。</blockquote></p><p> <b>3. Existential threats in the data center market</b></p><p><blockquote><b>三、数据中心市场存在的威胁</b></blockquote></p><p> Cloud capex soared across the world over the past year as data centers upgraded their hardware to cope with more online activities throughout the pandemic.</p><p><blockquote>过去一年,随着数据中心升级硬件以应对疫情更多的在线活动,全球云资本支出飙升。</blockquote></p><p> For example, the three largest hyper-cloud companies --<b>Amazon</b>,<b>Microsoft</b>, and <b>Alphabet</b>'s Google -- collectively boosted their capex 32% in 2020. That increased spending should be good news for Intel, which holds a near-monopoly in data center CPUs.</p><p><blockquote>比如三家最大的超云公司——<b>亚马逊</b>,<b>微软</b>,和<b>Alphabet</b>谷歌——2020年资本支出总体增加了32%。对于在数据中心CPU领域几乎占据垄断地位的英特尔来说,支出的增加应该是个好消息。</blockquote></p><p> Yet Intel's data center group (DCG) revenue declined 20% year over year to $5.6 billion during the first quarter. It blamed that contraction on a \"challenging\" comparison to its 43% growth a year ago, which benefited from upgrades across the cloud, enterprise, government, and communication sectors.</p><p><blockquote>然而,英特尔第一季度数据中心集团(DCG)收入同比下降20%至56亿美元。该公司将这种收缩归咎于与一年前43%的增长相比“具有挑战性”,而一年前的增长受益于云、企业、政府和通信领域的升级。</blockquote></p><p> But those challenging comparisons could persist throughout 2021 as cloud and data center customers prioritize purchases of other chips, such as <b>NVIDIA</b>'s (NASDAQ:NVDA) high-end GPUs for crunching AI tasks, over Intel's flagship Xeon CPUs. NVIDIA's recent launch of its own data center CPU and its planned takeover of Arm could exacerbate that pressure.</p><p><blockquote>但随着云和数据中心客户优先购买其他芯片,这些具有挑战性的比较可能会持续到2021年,例如<b>英伟达</b>(纳斯达克股票代码:NVDA)的高端GPU,用于处理人工智能任务,优于英特尔旗舰至强CPU。英伟达最近推出了自己的数据中心CPU,并计划收购Arm,这可能会加剧这种压力。</blockquote></p><p> 4. Unclear plans for its own foundry</p><p><blockquote>四、自有代工厂规划不明确</blockquote></p><p> To resolve its ongoing production issues, Intel will outsource the production of some of its chips to TSMC. But it also plans to accept third-party chip orders at its new Intel Foundry Services division.</p><p><blockquote>为了解决持续的生产问题,英特尔将把部分芯片的生产外包给台积电。但它也计划在其新的英特尔代工服务部门接受第三方芯片订单。</blockquote></p><p> This strategy contradicts itself. Intel still needs TSMC to produce some of its new chips because of the limitations of its existing foundries, yet it's building new plants to manufacture chips for other fabless chipmakers.</p><p><blockquote>这种策略自相矛盾。由于现有代工厂的限制,英特尔仍然需要台积电生产一些新芯片,但它正在建设新工厂为其他无晶圆厂芯片制造商制造芯片。</blockquote></p><p> In other words, Intel would still be temporarily dependent on TSMC, which remains ahead in the process race, while trying to compete against TSMC and<b>Samsung</b>for orders of less advanced chips. The foundry services business will also likely generate lower-margin revenue than its CCG and DCG businesses.</p><p><blockquote>换句话说,英特尔仍将暂时依赖在工艺竞赛中保持领先的台积电,同时试图与台积电和<b>三星</b>对于不太先进的芯片订单。铸造服务业务产生的收入也可能低于CCG和DCG业务。</blockquote></p><p> <b>5. Gross margin pressure and reduced buybacks</b></p><p><blockquote><b>5、毛利率压力和回购减少</b></blockquote></p><p></p><p> Lastly, Intel's adjusted gross margin -- which dropped 6.1 percentage points year over year to 58.4% during the first quarter -- could remain under pressure as its PC sales decelerate, its data center sales decline, and it expands its lower-margin foundry services business.</p><p><blockquote>最后,随着PC销售放缓、数据中心销售下降以及利润率较低的代工服务业务的扩张,英特尔调整后的毛利率(第一季度同比下降6.1个百分点至58.4%)可能仍面临压力。</blockquote></p><p> Intel also plans to reduce its buybacks to conserve more cash for its expansion efforts. That's a necessary measure, but it will throttle its EPS growth as its gross and operating margins contract.</p><p><blockquote>英特尔还计划减少回购,为扩张工作节省更多现金。这是一项必要的措施,但随着毛利率和营业利润率的收缩,它将抑制其每股收益的增长。</blockquote></p><p> <b>The bottom line</b></p><p><blockquote><b>底线</b></blockquote></p><p> Intel isn't doomed yet, but it's falling behind better-run chipmakers like AMD, NVIDIA, and TSMC. Intel's new CEO Pat Gelsinger claims 2021 will be a \"pivotal year\" for the company -- but I'd like to see it actually pivot before I can consider it a worthy investment.</p><p><blockquote>英特尔尚未注定失败,但它落后于AMD、英伟达和台积电等运营更好的芯片制造商。英特尔新任首席执行官帕特·基辛格(Pat Gelsinger)声称,2021年对公司来说将是“关键的一年”,但我希望看到它真正转向,然后才能认为这是一项值得的投资。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/04/28/5-reasons-to-avoid-intel-after-q1-earnings-report/\">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":{"INTC":"英特尔"},"source_url":"https://www.fool.com/investing/2021/04/28/5-reasons-to-avoid-intel-after-q1-earnings-report/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146541007","content_text":"The world's top PC and data center CPU maker is losing its edge.\nIntel's stock recently tumbled after the chipmaker posted its first-quarter earnings. Its revenue fell 1% year over year to $19.7 billion, but still beat estimates by $1.75 billion.\nIts non-GAAP net income declined 6% to $5.7 billion. Its non-GAAP earnings per share, buoyed by buybacks, dipped 1% to $1.39 and cleared expectations by $0.25. Those numbers exclude its NAND business, which will be sold to SK Hynix, and other one-time items.\nIntel expects its revenue and non-GAAP earnings to decline 10% and 15% year over year, respectively, in the second quarter. Analysts had expected its revenue and earnings to fall 9% and 19%, respectively.\nFor the full year, Intel expects its GAAP revenue to dip 1% to $77 billion, and for its non-GAAP revenue to drop 7% to $72.5 billion, which misses the consensus forecast of $72.8 billion. It expects its non-GAAP EPS to decline 13%, compared to gloomier forecasts for a 19% decline.\nIntel's first-quarter growth cleared Wall Street's low bar, but its mixed guidance indicated its troubles would persist throughout the year. Intel's stock might look cheap at 13 times forward earnings with a decent forward yield of 2.4%, but it's still not worth buying for five simple reasons.\n1. PC sales will decelerate after the pandemic ends\nIntel's Client Computing Group (CCG) revenue rose 8% year over year to $10.6 billion during the quarter as it sold more CPUs for PCs. Its total PC unit volumes increased 38% year over year, with a 54% jump in notebook volumes offsetting a 4% decline in desktop volumes.\nHowever, PC sales mainly rose because the pandemic caused more people to buy new systems for remote work, online education, and gaming. That tailwind should fade after the pandemic ends.\n2. It could lose more market share to AMD\nIntel's ongoingchip shortage, which started in 2018 and hasn't been resolved yet, caused many PC makers to buy more chips from its fabless rival AMD (NASDAQ:AMD), which outsources its chip production to Taiwan Semiconductor Manufacturing (NYSE:TSM) instead of manufacturing its chips internally.\nAs a result, Intel ceded the desktop and notebook CPU markets to AMD over the past three years.\nDATA SOURCE: PASSMARK SOFTWARE.\nThose declines could continue for the foreseeable future as the pandemic-related tailwinds dissipate and AMD moves further ahead in the \"process race\" to create smaller and more powerful chips with TSMC.\n3. Existential threats in the data center market\nCloud capex soared across the world over the past year as data centers upgraded their hardware to cope with more online activities throughout the pandemic.\nFor example, the three largest hyper-cloud companies --Amazon,Microsoft, and Alphabet's Google -- collectively boosted their capex 32% in 2020. That increased spending should be good news for Intel, which holds a near-monopoly in data center CPUs.\nYet Intel's data center group (DCG) revenue declined 20% year over year to $5.6 billion during the first quarter. It blamed that contraction on a \"challenging\" comparison to its 43% growth a year ago, which benefited from upgrades across the cloud, enterprise, government, and communication sectors.\nBut those challenging comparisons could persist throughout 2021 as cloud and data center customers prioritize purchases of other chips, such as NVIDIA's (NASDAQ:NVDA) high-end GPUs for crunching AI tasks, over Intel's flagship Xeon CPUs. NVIDIA's recent launch of its own data center CPU and its planned takeover of Arm could exacerbate that pressure.\n4. Unclear plans for its own foundry\nTo resolve its ongoing production issues, Intel will outsource the production of some of its chips to TSMC. But it also plans to accept third-party chip orders at its new Intel Foundry Services division.\nThis strategy contradicts itself. Intel still needs TSMC to produce some of its new chips because of the limitations of its existing foundries, yet it's building new plants to manufacture chips for other fabless chipmakers.\nIn other words, Intel would still be temporarily dependent on TSMC, which remains ahead in the process race, while trying to compete against TSMC andSamsungfor orders of less advanced chips. The foundry services business will also likely generate lower-margin revenue than its CCG and DCG businesses.\n5. Gross margin pressure and reduced buybacks\nLastly, Intel's adjusted gross margin -- which dropped 6.1 percentage points year over year to 58.4% during the first quarter -- could remain under pressure as its PC sales decelerate, its data center sales decline, and it expands its lower-margin foundry services business.\nIntel also plans to reduce its buybacks to conserve more cash for its expansion efforts. That's a necessary measure, but it will throttle its EPS growth as its gross and operating margins contract.\nThe bottom line\nIntel isn't doomed yet, but it's falling behind better-run chipmakers like AMD, NVIDIA, and TSMC. Intel's new CEO Pat Gelsinger claims 2021 will be a \"pivotal year\" for the company -- but I'd like to see it actually pivot before I can consider it a worthy investment.","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343801571,"gmtCreate":1617697729593,"gmtModify":1634297056953,"author":{"id":"3573722440910896","authorId":"3573722440910896","name":"Fyo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573722440910896","authorIdStr":"3573722440910896"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/343801571","repostId":"1192667847","repostType":4,"repost":{"id":"1192667847","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1617695531,"share":"https://www.laohu8.com/m/news/1192667847?lang=zh_CN&edition=full","pubTime":"2021-04-06 15:52","market":"us","language":"en","title":"Bitcoin Struggling To Break Past $60,000 Again But Analyst Says Run Up To $75,000 Is In Sight<blockquote>比特币股价难以再次突破60,000美元,但分析师表示有望升至75,000美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192667847","media":"Benzinga","summary":"Bitcoin(BTC) may have seen the brakes hit on its upwards momentum as it struggles to cross again the","content":"<p><b>Bitcoin</b>(BTC) may have seen the brakes hit on its upwards momentum as it struggles to cross again the psychological $60,000 mark, but continued upside may take it to $75,000 levels, according to one analyst.</p><p><blockquote><b>比特币</b>一位分析师表示,(BTC)在努力再次突破60,000美元心理关口时,其上涨势头可能已经刹车,但持续上涨可能会将其带到75,000美元的水平。</blockquote></p><p> <b>What Happened:</b> The apex cryptocurrency traded 1.98% higher at $59,047.01 at press time on Tuesday. BTC has run up 102.57% since the year began.</p><p><blockquote><b>发生了什么:</b>截至周二发稿时,apex加密货币上涨1.98%,至59,047.01美元。自年初以来,BTC已上涨102.57%。</blockquote></p><p> The gains in BTC have paled in comparison with <b>Ethereum</b>(ETH), which has returned 186.72% in the same period.</p><p><blockquote>BTC的涨幅与<b>以太币</b>(ETH),同期回报率为186.72%。</blockquote></p><p> ETH traded 4.28% higher at $2,135.69 at press time. The second-largest cryptocurrency by market capitalization has jumped 18.02% in a seven-day trailing period.</p><p><blockquote>截至发稿时,ETH上涨4.28%,至2,135.69美元。市值第二大的加密货币在过去7天内上涨了18.02%。</blockquote></p><p> According to Edward Moya, a senior market analyst at foreign exchange broker Oanda, we are in a “wait-and-see mode” in what appears to be a period of healthy consolidation for BTC, CoinDeskreported.</p><p><blockquote>据Coindesk报道,外汇经纪商Oanda的高级市场分析师Edward Moya表示,在BTC似乎处于健康盘整时期,我们正处于“观望模式”。</blockquote></p><p> Moya reportedly said that the focus has shifted to institutional players with deep pockets, which could support Bitcoin’s next rally above 60,000 levels.</p><p><blockquote>据报道,Moya表示,焦点已经转移到财力雄厚的机构参与者身上,这可能会支持比特币下一次反弹突破60,000点水平。</blockquote></p><p> “Consensus is, a break above $60,000 is not a matter of if, but when. Next barrier is at $75,000,” according to Moya.</p><p><blockquote>“共识是,突破60,000美元不是是否的问题,而是何时的问题。下一个障碍是75,000美元,”Moya表示。</blockquote></p><p> <b>Why It Matters:</b> On Monday,<b>MicroStrategy Incorporated</b> (NASDAQ:MSTR) purchased 253 BTC for $15 million in cash at the average price of $59,339 per BTC, the company said in a filing with the U.S. Securities and Exchange Commission.</p><p><blockquote><b>为什么重要:</b>周一,<b>MicroStrategy公司</b>(纳斯达克:MSTR)在提交给美国证券交易委员会的一份文件中表示,该公司以1500万美元现金购买了253个BTC,平均价格为每BTC 59,339美元。</blockquote></p><p> The Michael Saylor-led company holds approximately 91,579 BTC, purchased at an average price of $24,311 per BTC, as of Monday. These were acquired at an aggregate purchase price of $2.226 billion.</p><p><blockquote>截至周一,迈克尔·塞勒(Michael Saylor)领导的公司持有约91,579 BTC,购买价格为每BTC 24,311美元。这些公司的收购总价为22.26亿美元。</blockquote></p><p> Last month, MicroStrategy had purchased$15 million worth of BTCas well.</p><p><blockquote>上个月,MicroStrategy购买了价值1500万美元的BTCas。</blockquote></p><p> “Retail traders are probably bidding up altcoins after missing the big move in bitcoin,” said Moya, reported CoinDesk.</p><p><blockquote>据CoinDesk报道,莫亚表示:“在错过了比特币的大幅波动后,散户交易者可能会抬高山寨币的价格。”</blockquote></p><p> Over the past seven days, altcoins such as <b>WazirX</b>(WRX), <b>BitTorrent</b>(BTT), and <b>Tron</b> have shot up 535.57%, 170.65%, and 104.97% respectively.</p><p><blockquote>在过去的七天里,山寨币如<b>瓦齐尔克斯</b>(WRX),<b>比特洪流</b>(BTT),以及<b>创</b>分别暴涨535.57%、170.65%、104.97%。</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>Bitcoin Struggling To Break Past $60,000 Again But Analyst Says Run Up To $75,000 Is In Sight<blockquote>比特币股价难以再次突破60,000美元,但分析师表示有望升至75,000美元</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\">\nBitcoin Struggling To Break Past $60,000 Again But Analyst Says Run Up To $75,000 Is In Sight<blockquote>比特币股价难以再次突破60,000美元,但分析师表示有望升至75,000美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-04-06 15:52</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Bitcoin</b>(BTC) may have seen the brakes hit on its upwards momentum as it struggles to cross again the psychological $60,000 mark, but continued upside may take it to $75,000 levels, according to one analyst.</p><p><blockquote><b>比特币</b>一位分析师表示,(BTC)在努力再次突破60,000美元心理关口时,其上涨势头可能已经刹车,但持续上涨可能会将其带到75,000美元的水平。</blockquote></p><p> <b>What Happened:</b> The apex cryptocurrency traded 1.98% higher at $59,047.01 at press time on Tuesday. BTC has run up 102.57% since the year began.</p><p><blockquote><b>发生了什么:</b>截至周二发稿时,apex加密货币上涨1.98%,至59,047.01美元。自年初以来,BTC已上涨102.57%。</blockquote></p><p> The gains in BTC have paled in comparison with <b>Ethereum</b>(ETH), which has returned 186.72% in the same period.</p><p><blockquote>BTC的涨幅与<b>以太币</b>(ETH),同期回报率为186.72%。</blockquote></p><p> ETH traded 4.28% higher at $2,135.69 at press time. The second-largest cryptocurrency by market capitalization has jumped 18.02% in a seven-day trailing period.</p><p><blockquote>截至发稿时,ETH上涨4.28%,至2,135.69美元。市值第二大的加密货币在过去7天内上涨了18.02%。</blockquote></p><p> According to Edward Moya, a senior market analyst at foreign exchange broker Oanda, we are in a “wait-and-see mode” in what appears to be a period of healthy consolidation for BTC, CoinDeskreported.</p><p><blockquote>据Coindesk报道,外汇经纪商Oanda的高级市场分析师Edward Moya表示,在BTC似乎处于健康盘整时期,我们正处于“观望模式”。</blockquote></p><p> Moya reportedly said that the focus has shifted to institutional players with deep pockets, which could support Bitcoin’s next rally above 60,000 levels.</p><p><blockquote>据报道,Moya表示,焦点已经转移到财力雄厚的机构参与者身上,这可能会支持比特币下一次反弹突破60,000点水平。</blockquote></p><p> “Consensus is, a break above $60,000 is not a matter of if, but when. Next barrier is at $75,000,” according to Moya.</p><p><blockquote>“共识是,突破60,000美元不是是否的问题,而是何时的问题。下一个障碍是75,000美元,”Moya表示。</blockquote></p><p> <b>Why It Matters:</b> On Monday,<b>MicroStrategy Incorporated</b> (NASDAQ:MSTR) purchased 253 BTC for $15 million in cash at the average price of $59,339 per BTC, the company said in a filing with the U.S. Securities and Exchange Commission.</p><p><blockquote><b>为什么重要:</b>周一,<b>MicroStrategy公司</b>(纳斯达克:MSTR)在提交给美国证券交易委员会的一份文件中表示,该公司以1500万美元现金购买了253个BTC,平均价格为每BTC 59,339美元。</blockquote></p><p> The Michael Saylor-led company holds approximately 91,579 BTC, purchased at an average price of $24,311 per BTC, as of Monday. These were acquired at an aggregate purchase price of $2.226 billion.</p><p><blockquote>截至周一,迈克尔·塞勒(Michael Saylor)领导的公司持有约91,579 BTC,购买价格为每BTC 24,311美元。这些公司的收购总价为22.26亿美元。</blockquote></p><p> Last month, MicroStrategy had purchased$15 million worth of BTCas well.</p><p><blockquote>上个月,MicroStrategy购买了价值1500万美元的BTCas。</blockquote></p><p> “Retail traders are probably bidding up altcoins after missing the big move in bitcoin,” said Moya, reported CoinDesk.</p><p><blockquote>据CoinDesk报道,莫亚表示:“在错过了比特币的大幅波动后,散户交易者可能会抬高山寨币的价格。”</blockquote></p><p> Over the past seven days, altcoins such as <b>WazirX</b>(WRX), <b>BitTorrent</b>(BTT), and <b>Tron</b> have shot up 535.57%, 170.65%, and 104.97% respectively.</p><p><blockquote>在过去的七天里,山寨币如<b>瓦齐尔克斯</b>(WRX),<b>比特洪流</b>(BTT),以及<b>创</b>分别暴涨535.57%、170.65%、104.97%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GBTC":"比特币ETF-Grayscale"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192667847","content_text":"Bitcoin(BTC) may have seen the brakes hit on its upwards momentum as it struggles to cross again the psychological $60,000 mark, but continued upside may take it to $75,000 levels, according to one analyst.\nWhat Happened: The apex cryptocurrency traded 1.98% higher at $59,047.01 at press time on Tuesday. BTC has run up 102.57% since the year began.\nThe gains in BTC have paled in comparison with Ethereum(ETH), which has returned 186.72% in the same period.\nETH traded 4.28% higher at $2,135.69 at press time. The second-largest cryptocurrency by market capitalization has jumped 18.02% in a seven-day trailing period.\nAccording to Edward Moya, a senior market analyst at foreign exchange broker Oanda, we are in a “wait-and-see mode” in what appears to be a period of healthy consolidation for BTC, CoinDeskreported.\nMoya reportedly said that the focus has shifted to institutional players with deep pockets, which could support Bitcoin’s next rally above 60,000 levels.\n“Consensus is, a break above $60,000 is not a matter of if, but when. Next barrier is at $75,000,” according to Moya.\nWhy It Matters: On Monday,MicroStrategy Incorporated (NASDAQ:MSTR) purchased 253 BTC for $15 million in cash at the average price of $59,339 per BTC, the company said in a filing with the U.S. Securities and Exchange Commission.\nThe Michael Saylor-led company holds approximately 91,579 BTC, purchased at an average price of $24,311 per BTC, as of Monday. These were acquired at an aggregate purchase price of $2.226 billion.\nLast month, MicroStrategy had purchased$15 million worth of BTCas well.\n“Retail traders are probably bidding up altcoins after missing the big move in bitcoin,” said Moya, reported CoinDesk.\nOver the past seven days, altcoins such as WazirX(WRX), BitTorrent(BTT), and Tron have shot up 535.57%, 170.65%, and 104.97% respectively.","news_type":1,"symbols_score_info":{"GBTC":0.9}},"isVote":1,"tweetType":1,"viewCount":734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162620483,"gmtCreate":1624062035742,"gmtModify":1634023449106,"author":{"id":"3573722440910896","authorId":"3573722440910896","name":"Fyo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573722440910896","authorIdStr":"3573722440910896"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/162620483","repostId":"1103331073","repostType":4,"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}