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Loong1985
2021-06-15
Nice... AMD is doing better than Intel!
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>
Loong1985
2021-01-31
Omg
After plunge, GameStop and AMC remain Reddit darlings<blockquote>暴跌后，游戏驿站和AMC仍然是Reddit的宠儿</blockquote>
Loong1985
2021-01-31
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AMD is doing better than Intel!","listText":"Nice... AMD is doing better than Intel!","text":"Nice... AMD is doing better than Intel!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160959417","repostId":"1163127718","repostType":2,"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 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 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.</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. 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系列处理器已得到主要云提供商的广泛使用，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 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 growth, relative to competitors. The numbers for Marvell Technology Inc. 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 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) 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.</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 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 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.</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. 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系列处理器已得到主要云提供商的广泛使用，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 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 growth, relative to competitors. The numbers for Marvell Technology Inc. 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 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) 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.</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":1954,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312894036,"gmtCreate":1612085998925,"gmtModify":1703757695053,"author":{"id":"3574377136379629","authorId":"3574377136379629","name":"Loong1985","avatar":"https://static.tigerbbs.com/cd0eb397bc71a2377c72aabc89c132db","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574377136379629","idStr":"3574377136379629"},"themes":[],"htmlText":"Omg","listText":"Omg","text":"Omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312894036","repostId":"1118653988","repostType":4,"repost":{"id":"1118653988","kind":"news","pubTimestamp":1611907973,"share":"https://www.laohu8.com/m/news/1118653988?lang=zh_CN&edition=full","pubTime":"2021-01-29 16:12","market":"us","language":"en","title":"After plunge, GameStop and AMC remain Reddit darlings<blockquote>暴跌后，游戏驿站和AMC仍然是Reddit的宠儿</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1118653988","media":"Reuters","summary":"(Reuters) - GameStop and AMC Entertainment Holdings remained overwhelmingly favored stocks on Reddit","content":"<p>(Reuters) - GameStop and AMC Entertainment Holdings remained overwhelmingly favored stocks on Reddit’s top trading forum on Thursday, even as they and other companies at the core of a retail trader frenzy plummeted after online brokerages imposed trading restrictions.</p><p><blockquote>（路透社）-周四，游戏驿站和AMC院线控股公司在Reddit顶级交易论坛上仍然受到压倒性的青睐，尽管在在线券商实施交易限制后，它们和其他处于散户交易狂潮核心的公司暴跌。</blockquote></p><p> FILE PHOTO: A man walks past a GameStop store in Austin, TX, U.S., March 26, 2018. REUTERS/Mohammad Khursheed</p><p><blockquote>资料图片：2018年3月26日，美国德克萨斯州奥斯丁，一名男子走过一家游戏驿站商店。路透社/穆罕默德·库尔希德</blockquote></p><p> Data about posts and comments on Reddit’s Wallstreetbets, aggregated on swaggystocks.com, showed GameStop and AMC were by far the most discussed stocks on the discussion group that has fueled their recent surge, with both continuing to enjoy overwhelming positive sentiment.</p><p><blockquote>swaggystocks.com汇总的Reddit WallStreetBets上的帖子和评论数据显示，游戏驿站和AMC是迄今为止讨论组中讨论最多的股票，这推动了它们最近的飙升，两者都继续享有压倒性的积极情绪。</blockquote></p><p> Swaggystocks.com was created by Reddit member swaggymedia, whose posts sharing data about Wallstreetbets sentiment have won thousands of “upvotes” from readers. Swaggystocks did not immediately respond to an email asking for his identity but gave permission for his content to be reproduced.</p><p><blockquote>Swaggystocks.com是由Reddit成员swaggymedia创建的，其分享有关Wallstreetbets情绪数据的帖子赢得了数千名读者的“点赞”。Swaggystocks没有立即回复询问他身份的电子邮件，但允许复制他的内容。</blockquote></p><p> For a graphic on Wallstreetbets ticker sentiment:</p><p><blockquote>有关Wallstreetbets股票情绪的图表：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6a44da0c979cb6119dbc462a5a36ebb6\" tg-width=\"1127\" tg-height=\"633\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> GameStop and AMC Entertainment Holdings slumped on Thursday after Robinhood Markets Inc and Interactive Brokers restricted trading in several social-media darling stocks that had soared this week, with trading platform Robinhood later saying it would remove some restrictions on Friday.</p><p><blockquote>在Robinhood Markets Inc和盈透证券限制了本周飙升的几只社交媒体宠儿股票的交易后，游戏驿站和AMC院线控股周四暴跌，交易平台Robinhood后来表示将在周五取消一些限制。</blockquote></p><p> ADVERTISEMENT</p><p><blockquote>广告</blockquote></p><p> GameStop dropped 44%, but the stock remains up almost 900% since Jan. 12. AMC’s 57% drop reduced its gain since Jan. 21 to around 190%. Also falling heavily were Blackberry, Koss and Express, which Robinhood also restricted trading in.</p><p><blockquote>游戏驿站股价下跌44%，但该股自1月12日以来仍上涨近900%。AMC自1月21日以来下跌了57%，使其涨幅降至190%左右。同样大幅下跌的还有黑莓、Koss和Express，Robinhood也限制了这些公司的交易。</blockquote></p><p> Wallstreetbets has ballooned in recent days to 4.8 million members. Many of those people have piled into stock heavily bet against by professional short sellers, overwhelming the professionals and forcing them over the past week to abandon their positions with heavy losses.</p><p><blockquote>最近几天，Wallstreetbets的会员数量激增至480万。这些人中的许多人大量买入了专业卖空者大量做空的股票，这让专业人士不知所措，并迫使他们在过去一周因损失惨重而放弃头寸。</blockquote></p><p> AMC, GameStop, Nokia and Blackberry are currently the most discussed stocks on Wallstreetbets, eclipsing Tesla, which has long dominated chatter amongst its members. AMC and GameStop account for over 25% of recent comments on Wallstreetbets, with Nokia accounting for over 20%.</p><p><blockquote>AMC、游戏驿站、诺基亚和黑莓目前是Wallstreetbets上讨论最多的股票，超过了长期以来在其会员中占据主导地位的特斯拉。AMC和游戏驿站占Wallstreetbets最近评论的25%以上，诺基亚占20%以上。</blockquote></p><p> Discussion of GameStop has receded over the past week as a proportion of overall comments, although the sentiment of comments about the company remains overwhelmingly positive. Swaggystocks calculates sentiment by analyzing individual words used in posts and comments.</p><p><blockquote>过去一周，对游戏驿站的讨论在整体评论中所占的比例有所下降，尽管对该公司的评论情绪仍然绝大多数是积极的。Swaggystocks通过分析帖子和评论中使用的单个单词来计算情绪。</blockquote></p><p> For a graphic on Gamestop ticker sentiment:</p><p><blockquote>有关游戏驿站股票情绪的图表：</blockquote></p><p> ADVERTISEMENT</p><p><blockquote>广告</blockquote></p><p> <img src=\"https://static.tigerbbs.com/48de9fd8f03152c126a0d511dabb9689\" tg-width=\"1128\" tg-height=\"648\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Along with its stock price, AMC’s prominence on Wallstreetbets has skyrocketed this week to match GameStop’s, after accounting for less than 1% of all comments on Monday. Sentiment in AMC is close to entirely positive on Wallstreetbets, according to Swaggystocks.com.</p><p><blockquote>除了股价之外，AMC在Wallstreetbets上的知名度本周也飙升，与游戏驿站不相上下，周一仅占所有评论的不到1%。据Swaggystocks.com称，AMC对Wallstreetbets的情绪几乎完全乐观。</blockquote></p><p> For a graphic on AMC ticker sentiment:</p><p><blockquote>有关AMC股票情绪的图表：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6a1a46cd1fdf34a3c435928e4a2609fd\" tg-width=\"1122\" tg-height=\"650\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Data analytics firm Palantir Technologies, which in early January accounted for as much as 16% of comments on Wallstreetbets, has seen its prominence in the group fall to under 1%, even as its stock this week hit a record high.</p><p><blockquote>数据分析公司Palantir Technologies在1月初占Wallstreetbets评论的16%，尽管其股价本周创下历史新高，但其在该集团中的地位已降至1%以下。</blockquote></p><p> Tesla, which has long been a popular stock on Wallstreetbets and a major target of short sellers, currently accounts for less than 1% of comments in the discussion group, down from over 30% in the first week of January. Tesla’s stock is roughly unchanged over that time period after reporting disappointing quarterly results on Wednesday.</p><p><blockquote>特斯拉长期以来一直是Wallstreetbets上的热门股票，也是卖空者的主要目标，目前在讨论组中的评论比例不到1%，低于1月第一周的30%以上。在周三公布令人失望的季度业绩后，特斯拉的股价在此期间大致没有变化。</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>After plunge, GameStop and AMC remain Reddit darlings<blockquote>暴跌后，游戏驿站和AMC仍然是Reddit的宠儿</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\">\nAfter plunge, GameStop and AMC remain Reddit darlings<blockquote>暴跌后，游戏驿站和AMC仍然是Reddit的宠儿</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-01-29 16:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) - GameStop and AMC Entertainment Holdings remained overwhelmingly favored stocks on Reddit’s top trading forum on Thursday, even as they and other companies at the core of a retail trader frenzy plummeted after online brokerages imposed trading restrictions.</p><p><blockquote>（路透社）-周四，游戏驿站和AMC院线控股公司在Reddit顶级交易论坛上仍然受到压倒性的青睐，尽管在在线券商实施交易限制后，它们和其他处于散户交易狂潮核心的公司暴跌。</blockquote></p><p> FILE PHOTO: A man walks past a GameStop store in Austin, TX, U.S., March 26, 2018. REUTERS/Mohammad Khursheed</p><p><blockquote>资料图片：2018年3月26日，美国德克萨斯州奥斯丁，一名男子走过一家游戏驿站商店。路透社/穆罕默德·库尔希德</blockquote></p><p> Data about posts and comments on Reddit’s Wallstreetbets, aggregated on swaggystocks.com, showed GameStop and AMC were by far the most discussed stocks on the discussion group that has fueled their recent surge, with both continuing to enjoy overwhelming positive sentiment.</p><p><blockquote>swaggystocks.com汇总的Reddit WallStreetBets上的帖子和评论数据显示，游戏驿站和AMC是迄今为止讨论组中讨论最多的股票，这推动了它们最近的飙升，两者都继续享有压倒性的积极情绪。</blockquote></p><p> Swaggystocks.com was created by Reddit member swaggymedia, whose posts sharing data about Wallstreetbets sentiment have won thousands of “upvotes” from readers. Swaggystocks did not immediately respond to an email asking for his identity but gave permission for his content to be reproduced.</p><p><blockquote>Swaggystocks.com是由Reddit成员swaggymedia创建的，其分享有关Wallstreetbets情绪数据的帖子赢得了数千名读者的“点赞”。Swaggystocks没有立即回复询问他身份的电子邮件，但允许复制他的内容。</blockquote></p><p> For a graphic on Wallstreetbets ticker sentiment:</p><p><blockquote>有关Wallstreetbets股票情绪的图表：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6a44da0c979cb6119dbc462a5a36ebb6\" tg-width=\"1127\" tg-height=\"633\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> GameStop and AMC Entertainment Holdings slumped on Thursday after Robinhood Markets Inc and Interactive Brokers restricted trading in several social-media darling stocks that had soared this week, with trading platform Robinhood later saying it would remove some restrictions on Friday.</p><p><blockquote>在Robinhood Markets Inc和盈透证券限制了本周飙升的几只社交媒体宠儿股票的交易后，游戏驿站和AMC院线控股周四暴跌，交易平台Robinhood后来表示将在周五取消一些限制。</blockquote></p><p> ADVERTISEMENT</p><p><blockquote>广告</blockquote></p><p> GameStop dropped 44%, but the stock remains up almost 900% since Jan. 12. AMC’s 57% drop reduced its gain since Jan. 21 to around 190%. Also falling heavily were Blackberry, Koss and Express, which Robinhood also restricted trading in.</p><p><blockquote>游戏驿站股价下跌44%，但该股自1月12日以来仍上涨近900%。AMC自1月21日以来下跌了57%，使其涨幅降至190%左右。同样大幅下跌的还有黑莓、Koss和Express，Robinhood也限制了这些公司的交易。</blockquote></p><p> Wallstreetbets has ballooned in recent days to 4.8 million members. Many of those people have piled into stock heavily bet against by professional short sellers, overwhelming the professionals and forcing them over the past week to abandon their positions with heavy losses.</p><p><blockquote>最近几天，Wallstreetbets的会员数量激增至480万。这些人中的许多人大量买入了专业卖空者大量做空的股票，这让专业人士不知所措，并迫使他们在过去一周因损失惨重而放弃头寸。</blockquote></p><p> AMC, GameStop, Nokia and Blackberry are currently the most discussed stocks on Wallstreetbets, eclipsing Tesla, which has long dominated chatter amongst its members. AMC and GameStop account for over 25% of recent comments on Wallstreetbets, with Nokia accounting for over 20%.</p><p><blockquote>AMC、游戏驿站、诺基亚和黑莓目前是Wallstreetbets上讨论最多的股票，超过了长期以来在其会员中占据主导地位的特斯拉。AMC和游戏驿站占Wallstreetbets最近评论的25%以上，诺基亚占20%以上。</blockquote></p><p> Discussion of GameStop has receded over the past week as a proportion of overall comments, although the sentiment of comments about the company remains overwhelmingly positive. Swaggystocks calculates sentiment by analyzing individual words used in posts and comments.</p><p><blockquote>过去一周，对游戏驿站的讨论在整体评论中所占的比例有所下降，尽管对该公司的评论情绪仍然绝大多数是积极的。Swaggystocks通过分析帖子和评论中使用的单个单词来计算情绪。</blockquote></p><p> For a graphic on Gamestop ticker sentiment:</p><p><blockquote>有关游戏驿站股票情绪的图表：</blockquote></p><p> ADVERTISEMENT</p><p><blockquote>广告</blockquote></p><p> <img src=\"https://static.tigerbbs.com/48de9fd8f03152c126a0d511dabb9689\" tg-width=\"1128\" tg-height=\"648\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Along with its stock price, AMC’s prominence on Wallstreetbets has skyrocketed this week to match GameStop’s, after accounting for less than 1% of all comments on Monday. Sentiment in AMC is close to entirely positive on Wallstreetbets, according to Swaggystocks.com.</p><p><blockquote>除了股价之外，AMC在Wallstreetbets上的知名度本周也飙升，与游戏驿站不相上下，周一仅占所有评论的不到1%。据Swaggystocks.com称，AMC对Wallstreetbets的情绪几乎完全乐观。</blockquote></p><p> For a graphic on AMC ticker sentiment:</p><p><blockquote>有关AMC股票情绪的图表：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6a1a46cd1fdf34a3c435928e4a2609fd\" tg-width=\"1122\" tg-height=\"650\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Data analytics firm Palantir Technologies, which in early January accounted for as much as 16% of comments on Wallstreetbets, has seen its prominence in the group fall to under 1%, even as its stock this week hit a record high.</p><p><blockquote>数据分析公司Palantir Technologies在1月初占Wallstreetbets评论的16%，尽管其股价本周创下历史新高，但其在该集团中的地位已降至1%以下。</blockquote></p><p> Tesla, which has long been a popular stock on Wallstreetbets and a major target of short sellers, currently accounts for less than 1% of comments in the discussion group, down from over 30% in the first week of January. Tesla’s stock is roughly unchanged over that time period after reporting disappointing quarterly results on Wednesday.</p><p><blockquote>特斯拉长期以来一直是Wallstreetbets上的热门股票，也是卖空者的主要目标，目前在讨论组中的评论比例不到1%，低于1月第一周的30%以上。在周三公布令人失望的季度业绩后，特斯拉的股价在此期间大致没有变化。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/us-retail-trading-reddit-data/after-plunge-gamestop-and-amc-remain-reddit-darlings-idUSKBN29Y0HR?il=0\">Reuters</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":{},"source_url":"https://www.reuters.com/article/us-retail-trading-reddit-data/after-plunge-gamestop-and-amc-remain-reddit-darlings-idUSKBN29Y0HR?il=0","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118653988","content_text":"(Reuters) - GameStop and AMC Entertainment Holdings remained overwhelmingly favored stocks on Reddit’s top trading forum on Thursday, even as they and other companies at the core of a retail trader frenzy plummeted after online brokerages imposed trading restrictions.\nFILE PHOTO: A man walks past a GameStop store in Austin, TX, U.S., March 26, 2018. REUTERS/Mohammad Khursheed\nData about posts and comments on Reddit’s Wallstreetbets, aggregated on swaggystocks.com, showed GameStop and AMC were by far the most discussed stocks on the discussion group that has fueled their recent surge, with both continuing to enjoy overwhelming positive sentiment.\nSwaggystocks.com was created by Reddit member swaggymedia, whose posts sharing data about Wallstreetbets sentiment have won thousands of “upvotes” from readers. Swaggystocks did not immediately respond to an email asking for his identity but gave permission for his content to be reproduced.\nFor a graphic on Wallstreetbets ticker sentiment:\n\nGameStop and AMC Entertainment Holdings slumped on Thursday after Robinhood Markets Inc and Interactive Brokers restricted trading in several social-media darling stocks that had soared this week, with trading platform Robinhood later saying it would remove some restrictions on Friday.\nADVERTISEMENT\nGameStop dropped 44%, but the stock remains up almost 900% since Jan. 12. AMC’s 57% drop reduced its gain since Jan. 21 to around 190%. Also falling heavily were Blackberry, Koss and Express, which Robinhood also restricted trading in.\nWallstreetbets has ballooned in recent days to 4.8 million members. Many of those people have piled into stock heavily bet against by professional short sellers, overwhelming the professionals and forcing them over the past week to abandon their positions with heavy losses.\nAMC, GameStop, Nokia and Blackberry are currently the most discussed stocks on Wallstreetbets, eclipsing Tesla, which has long dominated chatter amongst its members. AMC and GameStop account for over 25% of recent comments on Wallstreetbets, with Nokia accounting for over 20%.\nDiscussion of GameStop has receded over the past week as a proportion of overall comments, although the sentiment of comments about the company remains overwhelmingly positive. Swaggystocks calculates sentiment by analyzing individual words used in posts and comments.\nFor a graphic on Gamestop ticker sentiment:\nADVERTISEMENT\n\nAlong with its stock price, AMC’s prominence on Wallstreetbets has skyrocketed this week to match GameStop’s, after accounting for less than 1% of all comments on Monday. Sentiment in AMC is close to entirely positive on Wallstreetbets, according to Swaggystocks.com.\nFor a graphic on AMC ticker sentiment:\n\nData analytics firm Palantir Technologies, which in early January accounted for as much as 16% of comments on Wallstreetbets, has seen its prominence in the group fall to under 1%, even as its stock this week hit a record high.\nTesla, which has long been a popular stock on Wallstreetbets and a major target of short sellers, currently accounts for less than 1% of comments in the discussion group, down from over 30% in the first week of January. Tesla’s stock is roughly unchanged over that time period after reporting disappointing quarterly results on Wednesday.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312807414,"gmtCreate":1612082571738,"gmtModify":1703757683000,"author":{"id":"3574377136379629","authorId":"3574377136379629","name":"Loong1985","avatar":"https://static.tigerbbs.com/cd0eb397bc71a2377c72aabc89c132db","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574377136379629","idStr":"3574377136379629"},"themes":[],"htmlText":"[无语] ","listText":"[无语] ","text":"[无语]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312807414","repostId":"1137182252","repostType":4,"isVote":1,"tweetType":1,"viewCount":1788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":160959417,"gmtCreate":1623770244539,"gmtModify":1634028537125,"author":{"id":"3574377136379629","authorId":"3574377136379629","name":"Loong1985","avatar":"https://static.tigerbbs.com/cd0eb397bc71a2377c72aabc89c132db","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574377136379629","idStr":"3574377136379629"},"themes":[],"htmlText":"Nice... AMD is doing better than Intel!","listText":"Nice... AMD is doing better than Intel!","text":"Nice... AMD is doing better than Intel!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160959417","repostId":"1163127718","repostType":2,"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 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 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.</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. 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系列处理器已得到主要云提供商的广泛使用，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 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 growth, relative to competitors. The numbers for Marvell Technology Inc. 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 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) 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.</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 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 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.</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. 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系列处理器已得到主要云提供商的广泛使用，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 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 growth, relative to competitors. The numbers for Marvell Technology Inc. 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 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) 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.</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":1954,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312894036,"gmtCreate":1612085998925,"gmtModify":1703757695053,"author":{"id":"3574377136379629","authorId":"3574377136379629","name":"Loong1985","avatar":"https://static.tigerbbs.com/cd0eb397bc71a2377c72aabc89c132db","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574377136379629","idStr":"3574377136379629"},"themes":[],"htmlText":"Omg","listText":"Omg","text":"Omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312894036","repostId":"1118653988","repostType":4,"repost":{"id":"1118653988","kind":"news","pubTimestamp":1611907973,"share":"https://www.laohu8.com/m/news/1118653988?lang=zh_CN&edition=full","pubTime":"2021-01-29 16:12","market":"us","language":"en","title":"After plunge, GameStop and AMC remain Reddit darlings<blockquote>暴跌后，游戏驿站和AMC仍然是Reddit的宠儿</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1118653988","media":"Reuters","summary":"(Reuters) - GameStop and AMC Entertainment Holdings remained overwhelmingly favored stocks on Reddit","content":"<p>(Reuters) - GameStop and AMC Entertainment Holdings remained overwhelmingly favored stocks on Reddit’s top trading forum on Thursday, even as they and other companies at the core of a retail trader frenzy plummeted after online brokerages imposed trading restrictions.</p><p><blockquote>（路透社）-周四，游戏驿站和AMC院线控股公司在Reddit顶级交易论坛上仍然受到压倒性的青睐，尽管在在线券商实施交易限制后，它们和其他处于散户交易狂潮核心的公司暴跌。</blockquote></p><p> FILE PHOTO: A man walks past a GameStop store in Austin, TX, U.S., March 26, 2018. REUTERS/Mohammad Khursheed</p><p><blockquote>资料图片：2018年3月26日，美国德克萨斯州奥斯丁，一名男子走过一家游戏驿站商店。路透社/穆罕默德·库尔希德</blockquote></p><p> Data about posts and comments on Reddit’s Wallstreetbets, aggregated on swaggystocks.com, showed GameStop and AMC were by far the most discussed stocks on the discussion group that has fueled their recent surge, with both continuing to enjoy overwhelming positive sentiment.</p><p><blockquote>swaggystocks.com汇总的Reddit WallStreetBets上的帖子和评论数据显示，游戏驿站和AMC是迄今为止讨论组中讨论最多的股票，这推动了它们最近的飙升，两者都继续享有压倒性的积极情绪。</blockquote></p><p> Swaggystocks.com was created by Reddit member swaggymedia, whose posts sharing data about Wallstreetbets sentiment have won thousands of “upvotes” from readers. Swaggystocks did not immediately respond to an email asking for his identity but gave permission for his content to be reproduced.</p><p><blockquote>Swaggystocks.com是由Reddit成员swaggymedia创建的，其分享有关Wallstreetbets情绪数据的帖子赢得了数千名读者的“点赞”。Swaggystocks没有立即回复询问他身份的电子邮件，但允许复制他的内容。</blockquote></p><p> For a graphic on Wallstreetbets ticker sentiment:</p><p><blockquote>有关Wallstreetbets股票情绪的图表：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6a44da0c979cb6119dbc462a5a36ebb6\" tg-width=\"1127\" tg-height=\"633\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> GameStop and AMC Entertainment Holdings slumped on Thursday after Robinhood Markets Inc and Interactive Brokers restricted trading in several social-media darling stocks that had soared this week, with trading platform Robinhood later saying it would remove some restrictions on Friday.</p><p><blockquote>在Robinhood Markets Inc和盈透证券限制了本周飙升的几只社交媒体宠儿股票的交易后，游戏驿站和AMC院线控股周四暴跌，交易平台Robinhood后来表示将在周五取消一些限制。</blockquote></p><p> ADVERTISEMENT</p><p><blockquote>广告</blockquote></p><p> GameStop dropped 44%, but the stock remains up almost 900% since Jan. 12. AMC’s 57% drop reduced its gain since Jan. 21 to around 190%. Also falling heavily were Blackberry, Koss and Express, which Robinhood also restricted trading in.</p><p><blockquote>游戏驿站股价下跌44%，但该股自1月12日以来仍上涨近900%。AMC自1月21日以来下跌了57%，使其涨幅降至190%左右。同样大幅下跌的还有黑莓、Koss和Express，Robinhood也限制了这些公司的交易。</blockquote></p><p> Wallstreetbets has ballooned in recent days to 4.8 million members. Many of those people have piled into stock heavily bet against by professional short sellers, overwhelming the professionals and forcing them over the past week to abandon their positions with heavy losses.</p><p><blockquote>最近几天，Wallstreetbets的会员数量激增至480万。这些人中的许多人大量买入了专业卖空者大量做空的股票，这让专业人士不知所措，并迫使他们在过去一周因损失惨重而放弃头寸。</blockquote></p><p> AMC, GameStop, Nokia and Blackberry are currently the most discussed stocks on Wallstreetbets, eclipsing Tesla, which has long dominated chatter amongst its members. AMC and GameStop account for over 25% of recent comments on Wallstreetbets, with Nokia accounting for over 20%.</p><p><blockquote>AMC、游戏驿站、诺基亚和黑莓目前是Wallstreetbets上讨论最多的股票，超过了长期以来在其会员中占据主导地位的特斯拉。AMC和游戏驿站占Wallstreetbets最近评论的25%以上，诺基亚占20%以上。</blockquote></p><p> Discussion of GameStop has receded over the past week as a proportion of overall comments, although the sentiment of comments about the company remains overwhelmingly positive. Swaggystocks calculates sentiment by analyzing individual words used in posts and comments.</p><p><blockquote>过去一周，对游戏驿站的讨论在整体评论中所占的比例有所下降，尽管对该公司的评论情绪仍然绝大多数是积极的。Swaggystocks通过分析帖子和评论中使用的单个单词来计算情绪。</blockquote></p><p> For a graphic on Gamestop ticker sentiment:</p><p><blockquote>有关游戏驿站股票情绪的图表：</blockquote></p><p> ADVERTISEMENT</p><p><blockquote>广告</blockquote></p><p> <img src=\"https://static.tigerbbs.com/48de9fd8f03152c126a0d511dabb9689\" tg-width=\"1128\" tg-height=\"648\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Along with its stock price, AMC’s prominence on Wallstreetbets has skyrocketed this week to match GameStop’s, after accounting for less than 1% of all comments on Monday. Sentiment in AMC is close to entirely positive on Wallstreetbets, according to Swaggystocks.com.</p><p><blockquote>除了股价之外，AMC在Wallstreetbets上的知名度本周也飙升，与游戏驿站不相上下，周一仅占所有评论的不到1%。据Swaggystocks.com称，AMC对Wallstreetbets的情绪几乎完全乐观。</blockquote></p><p> For a graphic on AMC ticker sentiment:</p><p><blockquote>有关AMC股票情绪的图表：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6a1a46cd1fdf34a3c435928e4a2609fd\" tg-width=\"1122\" tg-height=\"650\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Data analytics firm Palantir Technologies, which in early January accounted for as much as 16% of comments on Wallstreetbets, has seen its prominence in the group fall to under 1%, even as its stock this week hit a record high.</p><p><blockquote>数据分析公司Palantir Technologies在1月初占Wallstreetbets评论的16%，尽管其股价本周创下历史新高，但其在该集团中的地位已降至1%以下。</blockquote></p><p> Tesla, which has long been a popular stock on Wallstreetbets and a major target of short sellers, currently accounts for less than 1% of comments in the discussion group, down from over 30% in the first week of January. Tesla’s stock is roughly unchanged over that time period after reporting disappointing quarterly results on Wednesday.</p><p><blockquote>特斯拉长期以来一直是Wallstreetbets上的热门股票，也是卖空者的主要目标，目前在讨论组中的评论比例不到1%，低于1月第一周的30%以上。在周三公布令人失望的季度业绩后，特斯拉的股价在此期间大致没有变化。</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>After plunge, GameStop and AMC remain Reddit darlings<blockquote>暴跌后，游戏驿站和AMC仍然是Reddit的宠儿</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\">\nAfter plunge, GameStop and AMC remain Reddit darlings<blockquote>暴跌后，游戏驿站和AMC仍然是Reddit的宠儿</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-01-29 16:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) - GameStop and AMC Entertainment Holdings remained overwhelmingly favored stocks on Reddit’s top trading forum on Thursday, even as they and other companies at the core of a retail trader frenzy plummeted after online brokerages imposed trading restrictions.</p><p><blockquote>（路透社）-周四，游戏驿站和AMC院线控股公司在Reddit顶级交易论坛上仍然受到压倒性的青睐，尽管在在线券商实施交易限制后，它们和其他处于散户交易狂潮核心的公司暴跌。</blockquote></p><p> FILE PHOTO: A man walks past a GameStop store in Austin, TX, U.S., March 26, 2018. REUTERS/Mohammad Khursheed</p><p><blockquote>资料图片：2018年3月26日，美国德克萨斯州奥斯丁，一名男子走过一家游戏驿站商店。路透社/穆罕默德·库尔希德</blockquote></p><p> Data about posts and comments on Reddit’s Wallstreetbets, aggregated on swaggystocks.com, showed GameStop and AMC were by far the most discussed stocks on the discussion group that has fueled their recent surge, with both continuing to enjoy overwhelming positive sentiment.</p><p><blockquote>swaggystocks.com汇总的Reddit WallStreetBets上的帖子和评论数据显示，游戏驿站和AMC是迄今为止讨论组中讨论最多的股票，这推动了它们最近的飙升，两者都继续享有压倒性的积极情绪。</blockquote></p><p> Swaggystocks.com was created by Reddit member swaggymedia, whose posts sharing data about Wallstreetbets sentiment have won thousands of “upvotes” from readers. Swaggystocks did not immediately respond to an email asking for his identity but gave permission for his content to be reproduced.</p><p><blockquote>Swaggystocks.com是由Reddit成员swaggymedia创建的，其分享有关Wallstreetbets情绪数据的帖子赢得了数千名读者的“点赞”。Swaggystocks没有立即回复询问他身份的电子邮件，但允许复制他的内容。</blockquote></p><p> For a graphic on Wallstreetbets ticker sentiment:</p><p><blockquote>有关Wallstreetbets股票情绪的图表：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6a44da0c979cb6119dbc462a5a36ebb6\" tg-width=\"1127\" tg-height=\"633\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> GameStop and AMC Entertainment Holdings slumped on Thursday after Robinhood Markets Inc and Interactive Brokers restricted trading in several social-media darling stocks that had soared this week, with trading platform Robinhood later saying it would remove some restrictions on Friday.</p><p><blockquote>在Robinhood Markets Inc和盈透证券限制了本周飙升的几只社交媒体宠儿股票的交易后，游戏驿站和AMC院线控股周四暴跌，交易平台Robinhood后来表示将在周五取消一些限制。</blockquote></p><p> ADVERTISEMENT</p><p><blockquote>广告</blockquote></p><p> GameStop dropped 44%, but the stock remains up almost 900% since Jan. 12. AMC’s 57% drop reduced its gain since Jan. 21 to around 190%. Also falling heavily were Blackberry, Koss and Express, which Robinhood also restricted trading in.</p><p><blockquote>游戏驿站股价下跌44%，但该股自1月12日以来仍上涨近900%。AMC自1月21日以来下跌了57%，使其涨幅降至190%左右。同样大幅下跌的还有黑莓、Koss和Express，Robinhood也限制了这些公司的交易。</blockquote></p><p> Wallstreetbets has ballooned in recent days to 4.8 million members. Many of those people have piled into stock heavily bet against by professional short sellers, overwhelming the professionals and forcing them over the past week to abandon their positions with heavy losses.</p><p><blockquote>最近几天，Wallstreetbets的会员数量激增至480万。这些人中的许多人大量买入了专业卖空者大量做空的股票，这让专业人士不知所措，并迫使他们在过去一周因损失惨重而放弃头寸。</blockquote></p><p> AMC, GameStop, Nokia and Blackberry are currently the most discussed stocks on Wallstreetbets, eclipsing Tesla, which has long dominated chatter amongst its members. AMC and GameStop account for over 25% of recent comments on Wallstreetbets, with Nokia accounting for over 20%.</p><p><blockquote>AMC、游戏驿站、诺基亚和黑莓目前是Wallstreetbets上讨论最多的股票，超过了长期以来在其会员中占据主导地位的特斯拉。AMC和游戏驿站占Wallstreetbets最近评论的25%以上，诺基亚占20%以上。</blockquote></p><p> Discussion of GameStop has receded over the past week as a proportion of overall comments, although the sentiment of comments about the company remains overwhelmingly positive. Swaggystocks calculates sentiment by analyzing individual words used in posts and comments.</p><p><blockquote>过去一周，对游戏驿站的讨论在整体评论中所占的比例有所下降，尽管对该公司的评论情绪仍然绝大多数是积极的。Swaggystocks通过分析帖子和评论中使用的单个单词来计算情绪。</blockquote></p><p> For a graphic on Gamestop ticker sentiment:</p><p><blockquote>有关游戏驿站股票情绪的图表：</blockquote></p><p> ADVERTISEMENT</p><p><blockquote>广告</blockquote></p><p> <img src=\"https://static.tigerbbs.com/48de9fd8f03152c126a0d511dabb9689\" tg-width=\"1128\" tg-height=\"648\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Along with its stock price, AMC’s prominence on Wallstreetbets has skyrocketed this week to match GameStop’s, after accounting for less than 1% of all comments on Monday. Sentiment in AMC is close to entirely positive on Wallstreetbets, according to Swaggystocks.com.</p><p><blockquote>除了股价之外，AMC在Wallstreetbets上的知名度本周也飙升，与游戏驿站不相上下，周一仅占所有评论的不到1%。据Swaggystocks.com称，AMC对Wallstreetbets的情绪几乎完全乐观。</blockquote></p><p> For a graphic on AMC ticker sentiment:</p><p><blockquote>有关AMC股票情绪的图表：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6a1a46cd1fdf34a3c435928e4a2609fd\" tg-width=\"1122\" tg-height=\"650\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Data analytics firm Palantir Technologies, which in early January accounted for as much as 16% of comments on Wallstreetbets, has seen its prominence in the group fall to under 1%, even as its stock this week hit a record high.</p><p><blockquote>数据分析公司Palantir Technologies在1月初占Wallstreetbets评论的16%，尽管其股价本周创下历史新高，但其在该集团中的地位已降至1%以下。</blockquote></p><p> Tesla, which has long been a popular stock on Wallstreetbets and a major target of short sellers, currently accounts for less than 1% of comments in the discussion group, down from over 30% in the first week of January. Tesla’s stock is roughly unchanged over that time period after reporting disappointing quarterly results on Wednesday.</p><p><blockquote>特斯拉长期以来一直是Wallstreetbets上的热门股票，也是卖空者的主要目标，目前在讨论组中的评论比例不到1%，低于1月第一周的30%以上。在周三公布令人失望的季度业绩后，特斯拉的股价在此期间大致没有变化。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/us-retail-trading-reddit-data/after-plunge-gamestop-and-amc-remain-reddit-darlings-idUSKBN29Y0HR?il=0\">Reuters</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":{},"source_url":"https://www.reuters.com/article/us-retail-trading-reddit-data/after-plunge-gamestop-and-amc-remain-reddit-darlings-idUSKBN29Y0HR?il=0","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118653988","content_text":"(Reuters) - GameStop and AMC Entertainment Holdings remained overwhelmingly favored stocks on Reddit’s top trading forum on Thursday, even as they and other companies at the core of a retail trader frenzy plummeted after online brokerages imposed trading restrictions.\nFILE PHOTO: A man walks past a GameStop store in Austin, TX, U.S., March 26, 2018. REUTERS/Mohammad Khursheed\nData about posts and comments on Reddit’s Wallstreetbets, aggregated on swaggystocks.com, showed GameStop and AMC were by far the most discussed stocks on the discussion group that has fueled their recent surge, with both continuing to enjoy overwhelming positive sentiment.\nSwaggystocks.com was created by Reddit member swaggymedia, whose posts sharing data about Wallstreetbets sentiment have won thousands of “upvotes” from readers. Swaggystocks did not immediately respond to an email asking for his identity but gave permission for his content to be reproduced.\nFor a graphic on Wallstreetbets ticker sentiment:\n\nGameStop and AMC Entertainment Holdings slumped on Thursday after Robinhood Markets Inc and Interactive Brokers restricted trading in several social-media darling stocks that had soared this week, with trading platform Robinhood later saying it would remove some restrictions on Friday.\nADVERTISEMENT\nGameStop dropped 44%, but the stock remains up almost 900% since Jan. 12. AMC’s 57% drop reduced its gain since Jan. 21 to around 190%. Also falling heavily were Blackberry, Koss and Express, which Robinhood also restricted trading in.\nWallstreetbets has ballooned in recent days to 4.8 million members. Many of those people have piled into stock heavily bet against by professional short sellers, overwhelming the professionals and forcing them over the past week to abandon their positions with heavy losses.\nAMC, GameStop, Nokia and Blackberry are currently the most discussed stocks on Wallstreetbets, eclipsing Tesla, which has long dominated chatter amongst its members. AMC and GameStop account for over 25% of recent comments on Wallstreetbets, with Nokia accounting for over 20%.\nDiscussion of GameStop has receded over the past week as a proportion of overall comments, although the sentiment of comments about the company remains overwhelmingly positive. Swaggystocks calculates sentiment by analyzing individual words used in posts and comments.\nFor a graphic on Gamestop ticker sentiment:\nADVERTISEMENT\n\nAlong with its stock price, AMC’s prominence on Wallstreetbets has skyrocketed this week to match GameStop’s, after accounting for less than 1% of all comments on Monday. Sentiment in AMC is close to entirely positive on Wallstreetbets, according to Swaggystocks.com.\nFor a graphic on AMC ticker sentiment:\n\nData analytics firm Palantir Technologies, which in early January accounted for as much as 16% of comments on Wallstreetbets, has seen its prominence in the group fall to under 1%, even as its stock this week hit a record high.\nTesla, which has long been a popular stock on Wallstreetbets and a major target of short sellers, currently accounts for less than 1% of comments in the discussion group, down from over 30% in the first week of January. Tesla’s stock is roughly unchanged over that time period after reporting disappointing quarterly results on Wednesday.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312807414,"gmtCreate":1612082571738,"gmtModify":1703757683000,"author":{"id":"3574377136379629","authorId":"3574377136379629","name":"Loong1985","avatar":"https://static.tigerbbs.com/cd0eb397bc71a2377c72aabc89c132db","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574377136379629","idStr":"3574377136379629"},"themes":[],"htmlText":"[无语] ","listText":"[无语] ","text":"[无语]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312807414","repostId":"1137182252","repostType":4,"isVote":1,"tweetType":1,"viewCount":1788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
