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2021-03-30

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2021-04-27

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AMD earnings: Are data center owners ‘digesting’ or just not buying Intel chips?<blockquote>AMD 财报：数据中心所有者是在 “消化 ”还是根本不买英特尔芯片？</blockquote>

2021-03-03

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2021-02-28

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2021-04-06

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2021-03-21

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2021-02-28

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2021-05-28

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2021-04-28

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href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a>[开心]&nbsp;","text":"$PayPal(PYPL)$[开心]","images":[{"img":"https://static.tigerbbs.com/f1eab40a708997194b3fe9d0fdca95e4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/100378497","isVote":1,"tweetType":1,"viewCount":3419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":377501335,"gmtCreate":1619533315827,"gmtModify":1634211982749,"author":{"id":"3576833752959092","authorId":"3576833752959092","name":"nnsm","avatar":"https://static.tigerbbs.com/3837b1a695ebe51d68a84ca8c4a5738f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576833752959092","authorIdStr":"3576833752959092"},"themes":[],"title":"","htmlText":"[白眼]&nbsp;","listText":"[白眼]&nbsp;","text":"[白眼]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377501335","repostId":"2130522345","repostType":4,"repost":{"id":"2130522345","kind":"highlight","pubTimestamp":1619484161,"share":"https://www.laohunote.com/m/news/2130522345?lang=zh_CN&edition=full","pubTime":"2021-04-27 08:42","market":"us","language":"en","title":"AMD earnings: Are data center owners ‘digesting’ or just not buying Intel chips?<blockquote>AMD 财报： 数据中心所有者是在 “消化 ”还是根本不买英特尔芯片？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2130522345","media":"MarketWatch","summary":"AMD segment that includes data-center sales expected to almost triple in revenue after biggest rival's server sales declined. AMD first launched the EPYC family of server chips in 2017. AMD. Advanced Micro Devices Inc. earnings will serve as an indication if the data-center market is truly in a \"digestion\" phase, as Intel Corp. reported.AMD $$ is scheduled to report its first-quarter earnings on Tuesday after the close of markets. When Intel $$ reported results last week, the market-share leader","content":"<p>AMD segment that includes data-center sales expected to almost triple in revenue after biggest rival's server sales declined</p><p><blockquote>在最大竞争对手服务器销量下降后，包括数据中心销售在内的 AMD 部门收入预计将增长近两倍</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/615a522a230f802ea7b3c7554e6a350b\" tg-width=\"1259\" tg-height=\"709\"><span>AMD first launched the EPYC family of server chips in 2017. AMD</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD于2017年首次推出EPYC系列服务器芯片。AMD</span></p></blockquote></p><p> Advanced Micro Devices Inc. earnings will serve as an indication if the data-center market is truly in a \"digestion\" phase, as Intel Corp. reported.</p><p><blockquote>据英特尔公司报道，Advanced Micro Devices Inc. 的盈利将表明数据中心市场是否真正处于“消化”阶段。</blockquote></p><p> AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> is scheduled to report its first-quarter earnings on Tuesday after the close of markets. When Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> reported results last week, the market-share leader noted that the market was just bottoming from a \"digestion phase\" as its data-center sales dropped 20% year-over-year.</p><p><blockquote>AMD<a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>定于周二收盘后公布第一季度收益。当英特尔<a href=\"https://laohu8.com/S/INTC\">$(国际)$</a>上周公布业绩时，这家市场份额领导者指出，由于其数据中心销售额同比下降 20%，市场刚刚从“消化阶段”触底。</blockquote></p><p> Analysts questioned that characterization of a \"digestion phase,\" however, asking instead if AMD was taking share away from Intel</p><p><blockquote>然而，分析师们质疑“消化阶段”的说法，反而质疑AMD是否正在从英特尔手中夺走份额</blockquote></p><p> Wall Street, on average, expects AMD to report $1.3 billion in enterprise, embedded, and semi-custom sales, the segment containing data-center and gaming-console chips, nearly triple the $348 million the company reported in the year-ago period .</p><p><blockquote>华尔街平均预计 AMD 的企业、嵌入式和半定制销售额将达到 13 亿美元，该领域包含数据中心和游戏机芯片，几乎是该公司去年同期报告的 3.48 亿美元的三倍。</blockquote></p><p> This all comes amid a continuing shortage of microchips to sate demand from global industries, and the companies that make the silicon wafers chip designs use, work to clear waiting lists that span several months.</p><p><blockquote>这一切都是在微芯片持续短缺以满足全球行业需求的情况下发生的，而使用硅片芯片设计的公司正在努力清除长达几个月的等待名单。</blockquote></p><p> AMD said in its last earnings report that it expected data-center and gaming sales growth to continue well into 2021. AMD is forecast to report $1.89 billion in computing and graphics sales, a relatively modest 31% rise from a year ago.</p><p><blockquote>AMD 在上一份收益报告中表示，预计数据中心和游戏销售增长将持续到 2021 年。AMD 预计计算和图形销售额将达到 18.9 亿美元，较去年同期相对温和增长 31%。</blockquote></p><p> In early April, shareholders from AMD and Xilinx Inc.&nbsp;approved a $35 billion wrap-up between the two companies. In March, the company announced a&nbsp;new gaming card.</p><p><blockquote>4月初，AMD和赛灵思公司的股东批准了两家公司之间350亿美元的合并。今年3月，该公司宣布推出一款新的游戏卡。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> Earnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 44 cents a share, up from 35 cents a share expected at the beginning of the quarter and 18 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 48 cents a share.</p><p><blockquote>收益：在 FactSet 调查的 34 名分析师中，AMD 预计调整后每股收益平均为 44 美分，高于本季度初预期的每股 35 美分和去年同期报告的每股 18 美分。Estimize 是一个软件平台，它从对冲基金高管、经纪公司、买方分析师和其他人那里众包评级估算，每股收益为 48 美分。</blockquote></p><p> Revenue: Back in January, AMD predicted first-quarter sales between $3.1 billion and $3.3 billion, while analysts on average had forecast revenue of $2.68 billion at the time. Now, 31 analysts, on average, expect revenue of $3.18 billion, up from the $1.79 billion reported in the year-ago quarter. Estimize expects revenue of $3.25 billion.</p><p><blockquote>收入：早在 1 月份，AMD 就预测第一季度销售额在 31 亿至 33 亿美元之间，而分析师当时平均预测收入为 26.8 亿美元。现在，31 位分析师平均预计营收为 31.8 亿美元，高于去年同期报告的 17.9 亿美元。Estimize 预计收入为 32.5 亿美元。</blockquote></p><p> Stock movement: In the first quarter, AMD shares fell 14.4%. In contrast, the PHLX Semiconductor Index gained 11.8%, the S&amp;P 500 index gained 5.8%, and the tech-heavy Nasdaq Composite Index rose 2.8%.</p><p><blockquote>股票走势：第一季度，AMD 股价下跌 14.4%。相比之下，PHLX半导体指数上涨11.8%，标普500指数上涨5.8%，以科技股为主的纳斯达克综合指数上涨2.8%。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> Susquehanna Financial analyst Christopher Rolland, who has a positive rating and a $115 price target on AMD, said PC and graphics processing unit checks point to continued strong demand in the first quarter.</p><p><blockquote>萨斯奎哈纳金融分析师克里斯托弗·罗兰 (Christopher Rolland) 对 AMD 给予正面评级，目标价为 115 美元，他表示，个人电脑和图形处理单元的检查表明第一季度需求将继续强劲。</blockquote></p><p> \"While many believe upside is capped by capacity constraints, we believe AMD is quickly becoming [Taiwan Semiconductor Manufacturing Co.'s (2330.TW)] preferred 'CPU' partner, as Intel's IDM 2.0 strategy appears increasingly competitive to thefoundry,\" Rolland said. \"Therefore, we would not be surprised to see AMD receive more than enough wafers to track toward full-year guidance and perhaps beyond.\"</p><p><blockquote>“虽然许多人认为上涨空间受到产能限制的限制，但我们相信 AMD 正在迅速成为 [台积电 (2330.TW)] 的首选‘CPU’合作伙伴，因为英特尔的 IDM 2.0 战略对代工厂来说似乎越来越具有竞争力，”罗兰说。“因此，看到 AMD 收到足够多的晶圆来实现全年甚至更远的目标，我们不会感到惊讶。”</blockquote></p><p> <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Joseph Moore, who just reinstated estimates for AMD, said he expects strong earnings above the consensus from AMD with \"strong demand across the board, and supply constraints due to substrates and to a lesser extent wafers.\"</p><p><blockquote><a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>刚刚恢复对 AMD 的预期的分析师约瑟夫·摩尔 (Joseph Moore) 表示，他预计 AMD 的盈利将强劲，高于市场普遍预期，“全面需求强劲，以及衬底和较小程度上晶圆造成的供应限制”。</blockquote></p><p> Moore expects fab priority to keep going to high margin products like servers and \"enthusiast desktop microprocessors\" and \"lowest-margin customers that are strategic and sole sourced\" like Microsoft Corp.'s <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> and Sony Group Corp.'s gaming consoles.</p><p><blockquote>摩尔预计 fab priority 将继续专注于服务器和“发烧友桌面微处理器”等高利润产品，以及微软公司等“战略性和独家采购的最低利润客户”<a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>以及索尼集团公司的游戏机。</blockquote></p><p> \"With competitors also dealing with supply constraints, overall pricing should be healthy,\" Moore said. The analysts expects AMD fiscal earnings of $2.04 a share in 2021, $2.59 a share in 2022, and $2.90 a share in 2023, while analysts surveyed by FactSet expect per-share earnings of $1.95, $2.51, and $3.23, respectively.</p><p><blockquote>“由于竞争对手也面临供应限制，整体定价应该是健康的，”摩尔说。分析师预计 AMD 2021 年每股财务收益为 2.04 美元，2022 年为每股 2.59 美元，2023 年为每股 2.90 美元，而 FactSet 调查的分析师预计每股收益分别为 1.95 美元、2.51 美元和 3.23 美元。</blockquote></p><p> B of A Securities analyst Vivek Arya, who has a $100 price target, said of the larger chip market that \"Supply constraints could limit Q1 outperformance/Q2 outlook, but extend cycle into CY22\"</p><p><blockquote>B of A Securities 分析师 Vivek Arya 的目标价为 100 美元，他在谈到更大的芯片市场时表示，“供应限制可能会限制第一季度的优异表现/第二季度的前景，但会将周期延长至 2022 年第二季度”</blockquote></p><p> For AMD, \"can it obtain enough incremental supply from TSMC to beat its already robust 37% YoY sales outlook for CY21 while firmly convincing investors around INTC share gains?\"</p><p><blockquote>对于 AMD 来说，“它能否从台积电获得足够的增量供应，以超越其 21 财年已经强劲的同比 37% 的销售前景，同时坚定地说服投资者相信 INTC 股价上涨？”</blockquote></p><p></p><p> Of the 36 analysts who cover AMD, 21 have buy or overweight ratings, 12 have hold ratings and three have sell ratings, with an average price target of $100.50.</p><p><blockquote>在研究 AMD 的 36 位分析师中，21 位给予买入或跑赢大盘评级，12 位给予持有评级，3 位给予卖出评级，平均目标价为 100.50 美元。</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 earnings: Are data center owners ‘digesting’ or just not buying Intel chips?<blockquote>AMD 财报： 数据中心所有者是在 “消化 ”还是根本不买英特尔芯片？</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 earnings: Are data center owners ‘digesting’ or just not buying Intel chips?<blockquote>AMD 财报： 数据中心所有者是在 “消化 ”还是根本不买英特尔芯片？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-04-27 08:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p>AMD segment that includes data-center sales expected to almost triple in revenue after biggest rival's server sales declined</p><p><blockquote>在最大竞争对手服务器销量下降后，包括数据中心销售在内的 AMD 部门收入预计将增长近两倍</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/615a522a230f802ea7b3c7554e6a350b\" tg-width=\"1259\" tg-height=\"709\"><span>AMD first launched the EPYC family of server chips in 2017. AMD</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD于2017年首次推出EPYC系列服务器芯片。AMD</span></p></blockquote></p><p> Advanced Micro Devices Inc. earnings will serve as an indication if the data-center market is truly in a \"digestion\" phase, as Intel Corp. reported.</p><p><blockquote>据英特尔公司报道，Advanced Micro Devices Inc. 的盈利将表明数据中心市场是否真正处于“消化”阶段。</blockquote></p><p> AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> is scheduled to report its first-quarter earnings on Tuesday after the close of markets. When Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> reported results last week, the market-share leader noted that the market was just bottoming from a \"digestion phase\" as its data-center sales dropped 20% year-over-year.</p><p><blockquote>AMD<a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>定于周二收盘后公布第一季度收益。当英特尔<a href=\"https://laohu8.com/S/INTC\">$(国际)$</a>上周公布业绩时，这家市场份额领导者指出，由于其数据中心销售额同比下降 20%，市场刚刚从“消化阶段”触底。</blockquote></p><p> Analysts questioned that characterization of a \"digestion phase,\" however, asking instead if AMD was taking share away from Intel</p><p><blockquote>然而，分析师们质疑“消化阶段”的说法，反而质疑AMD是否正在从英特尔手中夺走份额</blockquote></p><p> Wall Street, on average, expects AMD to report $1.3 billion in enterprise, embedded, and semi-custom sales, the segment containing data-center and gaming-console chips, nearly triple the $348 million the company reported in the year-ago period .</p><p><blockquote>华尔街平均预计 AMD 的企业、嵌入式和半定制销售额将达到 13 亿美元，该领域包含数据中心和游戏机芯片，几乎是该公司去年同期报告的 3.48 亿美元的三倍。</blockquote></p><p> This all comes amid a continuing shortage of microchips to sate demand from global industries, and the companies that make the silicon wafers chip designs use, work to clear waiting lists that span several months.</p><p><blockquote>这一切都是在微芯片持续短缺以满足全球行业需求的情况下发生的，而使用硅片芯片设计的公司正在努力清除长达几个月的等待名单。</blockquote></p><p> AMD said in its last earnings report that it expected data-center and gaming sales growth to continue well into 2021. AMD is forecast to report $1.89 billion in computing and graphics sales, a relatively modest 31% rise from a year ago.</p><p><blockquote>AMD 在上一份收益报告中表示，预计数据中心和游戏销售增长将持续到 2021 年。AMD 预计计算和图形销售额将达到 18.9 亿美元，较去年同期相对温和增长 31%。</blockquote></p><p> In early April, shareholders from AMD and Xilinx Inc.&nbsp;approved a $35 billion wrap-up between the two companies. In March, the company announced a&nbsp;new gaming card.</p><p><blockquote>4月初，AMD和赛灵思公司的股东批准了两家公司之间350亿美元的合并。今年3月，该公司宣布推出一款新的游戏卡。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> Earnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 44 cents a share, up from 35 cents a share expected at the beginning of the quarter and 18 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 48 cents a share.</p><p><blockquote>收益：在 FactSet 调查的 34 名分析师中，AMD 预计调整后每股收益平均为 44 美分，高于本季度初预期的每股 35 美分和去年同期报告的每股 18 美分。Estimize 是一个软件平台，它从对冲基金高管、经纪公司、买方分析师和其他人那里众包评级估算，每股收益为 48 美分。</blockquote></p><p> Revenue: Back in January, AMD predicted first-quarter sales between $3.1 billion and $3.3 billion, while analysts on average had forecast revenue of $2.68 billion at the time. Now, 31 analysts, on average, expect revenue of $3.18 billion, up from the $1.79 billion reported in the year-ago quarter. Estimize expects revenue of $3.25 billion.</p><p><blockquote>收入：早在 1 月份，AMD 就预测第一季度销售额在 31 亿至 33 亿美元之间，而分析师当时平均预测收入为 26.8 亿美元。现在，31 位分析师平均预计营收为 31.8 亿美元，高于去年同期报告的 17.9 亿美元。Estimize 预计收入为 32.5 亿美元。</blockquote></p><p> Stock movement: In the first quarter, AMD shares fell 14.4%. In contrast, the PHLX Semiconductor Index gained 11.8%, the S&amp;P 500 index gained 5.8%, and the tech-heavy Nasdaq Composite Index rose 2.8%.</p><p><blockquote>股票走势：第一季度，AMD 股价下跌 14.4%。相比之下，PHLX半导体指数上涨11.8%，标普500指数上涨5.8%，以科技股为主的纳斯达克综合指数上涨2.8%。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> Susquehanna Financial analyst Christopher Rolland, who has a positive rating and a $115 price target on AMD, said PC and graphics processing unit checks point to continued strong demand in the first quarter.</p><p><blockquote>萨斯奎哈纳金融分析师克里斯托弗·罗兰 (Christopher Rolland) 对 AMD 给予正面评级，目标价为 115 美元，他表示，个人电脑和图形处理单元的检查表明第一季度需求将继续强劲。</blockquote></p><p> \"While many believe upside is capped by capacity constraints, we believe AMD is quickly becoming [Taiwan Semiconductor Manufacturing Co.'s (2330.TW)] preferred 'CPU' partner, as Intel's IDM 2.0 strategy appears increasingly competitive to thefoundry,\" Rolland said. \"Therefore, we would not be surprised to see AMD receive more than enough wafers to track toward full-year guidance and perhaps beyond.\"</p><p><blockquote>“虽然许多人认为上涨空间受到产能限制的限制，但我们相信 AMD 正在迅速成为 [台积电 (2330.TW)] 的首选‘CPU’合作伙伴，因为英特尔的 IDM 2.0 战略对代工厂来说似乎越来越具有竞争力，”罗兰说。“因此，看到 AMD 收到足够多的晶圆来实现全年甚至更远的目标，我们不会感到惊讶。”</blockquote></p><p> <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Joseph Moore, who just reinstated estimates for AMD, said he expects strong earnings above the consensus from AMD with \"strong demand across the board, and supply constraints due to substrates and to a lesser extent wafers.\"</p><p><blockquote><a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>刚刚恢复对 AMD 的预期的分析师约瑟夫·摩尔 (Joseph Moore) 表示，他预计 AMD 的盈利将强劲，高于市场普遍预期，“全面需求强劲，以及衬底和较小程度上晶圆造成的供应限制”。</blockquote></p><p> Moore expects fab priority to keep going to high margin products like servers and \"enthusiast desktop microprocessors\" and \"lowest-margin customers that are strategic and sole sourced\" like Microsoft Corp.'s <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> and Sony Group Corp.'s gaming consoles.</p><p><blockquote>摩尔预计 fab priority 将继续专注于服务器和“发烧友桌面微处理器”等高利润产品，以及微软公司等“战略性和独家采购的最低利润客户”<a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>以及索尼集团公司的游戏机。</blockquote></p><p> \"With competitors also dealing with supply constraints, overall pricing should be healthy,\" Moore said. The analysts expects AMD fiscal earnings of $2.04 a share in 2021, $2.59 a share in 2022, and $2.90 a share in 2023, while analysts surveyed by FactSet expect per-share earnings of $1.95, $2.51, and $3.23, respectively.</p><p><blockquote>“由于竞争对手也面临供应限制，整体定价应该是健康的，”摩尔说。分析师预计 AMD 2021 年每股财务收益为 2.04 美元，2022 年为每股 2.59 美元，2023 年为每股 2.90 美元，而 FactSet 调查的分析师预计每股收益分别为 1.95 美元、2.51 美元和 3.23 美元。</blockquote></p><p> B of A Securities analyst Vivek Arya, who has a $100 price target, said of the larger chip market that \"Supply constraints could limit Q1 outperformance/Q2 outlook, but extend cycle into CY22\"</p><p><blockquote>B of A Securities 分析师 Vivek Arya 的目标价为 100 美元，他在谈到更大的芯片市场时表示，“供应限制可能会限制第一季度的优异表现/第二季度的前景，但会将周期延长至 2022 年第二季度”</blockquote></p><p> For AMD, \"can it obtain enough incremental supply from TSMC to beat its already robust 37% YoY sales outlook for CY21 while firmly convincing investors around INTC share gains?\"</p><p><blockquote>对于 AMD 来说，“它能否从台积电获得足够的增量供应，以超越其 21 财年已经强劲的同比 37% 的销售前景，同时坚定地说服投资者相信 INTC 股价上涨？”</blockquote></p><p></p><p> Of the 36 analysts who cover AMD, 21 have buy or overweight ratings, 12 have hold ratings and three have sell ratings, with an average price target of $100.50.</p><p><blockquote>在研究 AMD 的 36 位分析师中，21 位给予买入或跑赢大盘评级，12 位给予持有评级，3 位给予卖出评级，平均目标价为 100.50 美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/amd-earnings-are-data-center-owners-digesting-or-just-not-buying-intel-chips-11619473180?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":{},"source_url":"https://www.marketwatch.com/story/amd-earnings-are-data-center-owners-digesting-or-just-not-buying-intel-chips-11619473180?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2130522345","content_text":"AMD segment that includes data-center sales expected to almost triple in revenue after biggest rival's server sales declined\nAMD first launched the EPYC family of server chips in 2017. AMD\nAdvanced Micro Devices Inc. earnings will serve as an indication if the data-center market is truly in a \"digestion\" phase, as Intel Corp. reported.\nAMD $(AMD)$ is scheduled to report its first-quarter earnings on Tuesday after the close of markets. When Intel $(INTC)$ reported results last week, the market-share leader noted that the market was just bottoming from a \"digestion phase\" as its data-center sales dropped 20% year-over-year.\nAnalysts questioned that characterization of a \"digestion phase,\" however, asking instead if AMD was taking share away from Intel\nWall Street, on average, expects AMD to report $1.3 billion in enterprise, embedded, and semi-custom sales, the segment containing data-center and gaming-console chips, nearly triple the $348 million the company reported in the year-ago period .\nThis all comes amid a continuing shortage of microchips to sate demand from global industries, and the companies that make the silicon wafers chip designs use, work to clear waiting lists that span several months.\nAMD said in its last earnings report that it expected data-center and gaming sales growth to continue well into 2021. AMD is forecast to report $1.89 billion in computing and graphics sales, a relatively modest 31% rise from a year ago.\nIn early April, shareholders from AMD and Xilinx Inc. approved a $35 billion wrap-up between the two companies. In March, the company announced a new gaming card.\nWhat to expect\nEarnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 44 cents a share, up from 35 cents a share expected at the beginning of the quarter and 18 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 48 cents a share.\nRevenue: Back in January, AMD predicted first-quarter sales between $3.1 billion and $3.3 billion, while analysts on average had forecast revenue of $2.68 billion at the time. Now, 31 analysts, on average, expect revenue of $3.18 billion, up from the $1.79 billion reported in the year-ago quarter. Estimize expects revenue of $3.25 billion.\nStock movement: In the first quarter, AMD shares fell 14.4%. In contrast, the PHLX Semiconductor Index gained 11.8%, the S&P 500 index gained 5.8%, and the tech-heavy Nasdaq Composite Index rose 2.8%.\nWhat analysts are saying\nSusquehanna Financial analyst Christopher Rolland, who has a positive rating and a $115 price target on AMD, said PC and graphics processing unit checks point to continued strong demand in the first quarter.\n\"While many believe upside is capped by capacity constraints, we believe AMD is quickly becoming [Taiwan Semiconductor Manufacturing Co.'s (2330.TW)] preferred 'CPU' partner, as Intel's IDM 2.0 strategy appears increasingly competitive to thefoundry,\" Rolland said. \"Therefore, we would not be surprised to see AMD receive more than enough wafers to track toward full-year guidance and perhaps beyond.\"\nMorgan Stanley analyst Joseph Moore, who just reinstated estimates for AMD, said he expects strong earnings above the consensus from AMD with \"strong demand across the board, and supply constraints due to substrates and to a lesser extent wafers.\"\nMoore expects fab priority to keep going to high margin products like servers and \"enthusiast desktop microprocessors\" and \"lowest-margin customers that are strategic and sole sourced\" like Microsoft Corp.'s $(MSFT)$ and Sony Group Corp.'s gaming consoles.\n\"With competitors also dealing with supply constraints, overall pricing should be healthy,\" Moore said. The analysts expects AMD fiscal earnings of $2.04 a share in 2021, $2.59 a share in 2022, and $2.90 a share in 2023, while analysts surveyed by FactSet expect per-share earnings of $1.95, $2.51, and $3.23, respectively.\nB of A Securities analyst Vivek Arya, who has a $100 price target, said of the larger chip market that \"Supply constraints could limit Q1 outperformance/Q2 outlook, but extend cycle into CY22\"\nFor AMD, \"can it obtain enough incremental supply from TSMC to beat its already robust 37% YoY sales outlook for CY21 while firmly convincing investors around INTC share gains?\"\nOf the 36 analysts who cover AMD, 21 have buy or overweight ratings, 12 have hold ratings and three have sell ratings, with an average price target of $100.50.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":348011868,"gmtCreate":1617867590454,"gmtModify":1634296062438,"author":{"id":"3576833752959092","authorId":"3576833752959092","name":"nnsm","avatar":"https://static.tigerbbs.com/3837b1a695ebe51d68a84ca8c4a5738f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576833752959092","authorIdStr":"3576833752959092"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>[难过]&nbsp;","listText":"<a 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href=\"https://laohu8.com/S/000001\">$Ping An Bank Co.,Ltd.(000001)$</a>I will hold long!&nbsp;","listText":"<a href=\"https://laohu8.com/S/000001\">$Ping An Bank Co.,Ltd.(000001)$</a>I will hold long!&nbsp;","text":"$Ping An Bank Co.,Ltd.(000001)$I will hold long!","images":[{"img":"https://static.tigerbbs.com/437496b13d8ded2dac15f9b4f804dfa5","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367330353","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365753190,"gmtCreate":1614782264710,"gmtModify":1703481061211,"author":{"id":"3576833752959092","authorId":"3576833752959092","name":"nnsm","avatar":"https://static.tigerbbs.com/3837b1a695ebe51d68a84ca8c4a5738f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576833752959092","authorIdStr":"3576833752959092"},"themes":[],"title":"","htmlText":"[流泪]&nbsp;","listText":"[流泪]&nbsp;","text":"[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/365753190","repostId":"1130537334","repostType":4,"repost":{"id":"1130537334","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1614782065,"share":"https://www.laohunote.com/m/news/1130537334?lang=zh_CN&edition=full","pubTime":"2021-03-03 22:34","market":"us","language":"en","title":"U.S. stocks open lower on Wednesday; Dow down 0.11%<blockquote>美国股市周三低开；道琼斯指数下跌0.11%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130537334","media":"老虎资讯综合","summary":"(March 3) Wall Street's main indexes opened lower on Wednesday as disappointing private employment d","content":"<p>(March 3)&nbsp;Wall Street's main indexes opened lower on Wednesday as disappointing private employment data for February dampened enthusiasm over a quick economic rebound fueled by a swift rollout of COVID-19 vaccines.</p><p><blockquote>（3月3日）华尔街主要股指周三开盘走低，2月份私人就业数据令人失望，打击了人们对新冠肺炎疫苗迅速推出推动的经济快速反弹的热情。</blockquote></p><p>The Dow fell 0.11%, the S&amp;P 500 dropped 0.12%, and the Nasdaq Composite retreated 0.14%.</p><p><blockquote>道琼斯指数下跌0.11%，标普500指数下跌0.12%，纳斯达克综合指数下跌0.14%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/f98e844edb04216bd6ef160e1ddfc0f5\" tg-width=\"1242\" tg-height=\"569\" referrerpolicy=\"no-referrer\"></p><p><blockquote></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>U.S. stocks open lower on Wednesday; Dow down 0.11%<blockquote>美国股市周三低开；道琼斯指数下跌0.11%</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stocks open lower on Wednesday; Dow down 0.11%<blockquote>美国股市周三低开；道琼斯指数下跌0.11%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-03-03 22:34</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(March 3)&nbsp;Wall Street's main indexes opened lower on Wednesday as disappointing private employment data for February dampened enthusiasm over a quick economic rebound fueled by a swift rollout of COVID-19 vaccines.</p><p><blockquote>（3月3日）华尔街主要股指周三开盘走低，2月份私人就业数据令人失望，打击了人们对新冠肺炎疫苗迅速推出推动的经济快速反弹的热情。</blockquote></p><p>The Dow fell 0.11%, the S&amp;P 500 dropped 0.12%, and the Nasdaq Composite retreated 0.14%.</p><p><blockquote>道琼斯指数下跌0.11%，标普500指数下跌0.12%，纳斯达克综合指数下跌0.14%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/f98e844edb04216bd6ef160e1ddfc0f5\" tg-width=\"1242\" tg-height=\"569\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130537334","content_text":"(March 3) Wall Street's main indexes opened lower on Wednesday as disappointing private employment data for February dampened enthusiasm over a quick economic rebound fueled by a swift rollout of COVID-19 vaccines.The Dow fell 0.11%, the S&P 500 dropped 0.12%, and the Nasdaq Composite retreated 0.14%.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,"SPY":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362329466,"gmtCreate":1614599162155,"gmtModify":1703478661689,"author":{"id":"3576833752959092","authorId":"3576833752959092","name":"nnsm","avatar":"https://static.tigerbbs.com/3837b1a695ebe51d68a84ca8c4a5738f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576833752959092","authorIdStr":"3576833752959092"},"themes":[],"title":"","htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362329466","repostId":"1173469350","repostType":4,"isVote":1,"tweetType":1,"viewCount":881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366525581,"gmtCreate":1614518030343,"gmtModify":1703477976445,"author":{"id":"3576833752959092","authorId":"3576833752959092","name":"nnsm","avatar":"https://static.tigerbbs.com/3837b1a695ebe51d68a84ca8c4a5738f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576833752959092","authorIdStr":"3576833752959092"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366525581","repostId":"1150278371","repostType":4,"repost":{"id":"1150278371","kind":"news","pubTimestamp":1614332308,"share":"https://www.laohunote.com/m/news/1150278371?lang=zh_CN&edition=full","pubTime":"2021-02-26 17:38","market":"us","language":"en","title":"Why NVIDIA Shares Stumbled, After an Impressive Earnings Report<blockquote>为什么英伟达股价在令人印象深刻的收益报告后下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1150278371","media":"Motley Fool","summary":"The soaring stock was arguably due for a correction, and some investors worry that the end of this c","content":"<p>The soaring stock was arguably due for a correction, and some investors worry that the end of this cryptocurrency boom could hurt NVIDIA's business.</p><p><blockquote>股价飙升可以说是由于回调，一些投资者担心加密货币繁荣的结束可能会损害英伟达的业务。</blockquote></p><p><b>What happened</b></p><p><blockquote><b>发生了什么事</b></blockquote></p><p>Semiconductor developer&nbsp;<b>NVIDIA</b>&nbsp;(NASDAQ:NVDA)&nbsp;posted strong fourth-quarter results last night with a side of optimistic guidance for the next reporting period. The stock fell as much as 8.2% on Thursday anyhow, because sometimes even an analyst-stumping report isn't quite enough to support a&nbsp;skyrocketing stock&nbsp;like NVIDIA's.</p><p><blockquote>半导体显影剂<b>英伟达</b>（纳斯达克股票代码：NVDA）昨晚公布了强劲的第四季度业绩，并对下一个报告期给出了乐观的指引。无论如何，该股周四下跌了 8.2%，因为有时即使是难倒分析师的报告也不足以支撑英伟达这样飙升的股票。</blockquote></p><p><b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p>In the fourth quarter of 2020, NVIDIA's top-line revenue rose 62% year over year to $5 billion. Adjusted earnings climbed 64% higher, landing at $3.10 per diluted share. Your average analyst would have settled for earnings near $2.81 per share on sales in the neighborhood of $4.82 billion. The stellar results were driven by high demand for NVIDIA's data center processors and gaming products.</p><p><blockquote>2020年第四季度，英伟达的营收同比增长62%，达到50亿美元。调整后收益攀升 64%，稀释后每股收益达到 3.10 美元。普通分析师会满足于每股收益接近 2.81 美元，销售额约为 48.2 亿美元。出色的业绩是由对英伟达数据中心处理器和游戏产品的高需求推动的。</blockquote></p><p>Heading into the report, NVIDIA's shares had gained 112% in 52 weeks. The stock traded at a nosebleed-inducing 95 times trailing earnings and 86 times&nbsp;free cash flow, setting the stage for a significant price cut despite a strong earnings report. Today, you can pick up NVIDIA's shares for the somewhat less exorbitant valuation ratios of 93 times adjusted earnings or 71 times free cash flow.</p><p><blockquote>报告发布前，英伟达的股价在 52 周内上涨了 112%。尽管财报强劲，但该股的交易价格为追踪市盈率的 95 倍和自由现金流的 86 倍，这为大幅降价奠定了基础。如今，您可以以调整后市盈率 93 倍或自由现金流 71 倍的略微不那么过高的估值比率购买 NVIDIA 的股票。</blockquote></p><p><b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p>Some investors also worry about artificial growth stemming from rising cryptocurrency prices. Specifically, NVIDIA's graphics processors are very efficient at mining&nbsp;<b>Ethereum</b>(CRYPTO:ETH)&nbsp;tokens and the smart-contract cryptocurrency has seen prices skyrocket 568% over the last year. If Ethereum miners are buying tons of NVIDIA's graphics cards, that leaves fewer units on store shelves for actual gamers. All of this is happening during a marketwide&nbsp;shortage of semiconductor manufacturing capacity, limiting the processor supplies even further. All of this sounds like good news for NVIDIA, but the idea is that it also exposes the company to significant market risks if Ethereum prices crash again, killing the demand for token-mining hardware.</p><p><blockquote>一些投资者还担心加密货币价格上涨带来的人为增长。具体来说，NVIDIA 的图形处理器在挖掘方面非常高效<b>以太币</b>（CRYPTO:ETH）代币和智能合约加密货币的价格在去年飙升了 568%。如果以太币矿工购买大量英伟达显卡，那么商店货架上留给真正游戏玩家的显卡就会减少。所有这一切都发生在半导体制造产能全市场短缺的情况下，进一步限制了处理器供应。所有这些听起来对英伟达来说都是个好消息，但这个想法是，如果以太币价格再次暴跌，扼杀了对代币挖矿硬件的需求，这也会使该公司面临巨大的市场风险。</blockquote></p><p>NVIDIA's management has acknowledged this concern and&nbsp;taken steps to limit the Ethereum-mining appeal of its gaming hardware. Furthermore, CEO Jensen Huang argues that the cryptocurrency mining market is a fairly small part of his company's end-user market. Hyper-specialized application-specific integrated circuits (ASICs) play a much larger role in the crypto-mining sector.</p><p><blockquote>英伟达管理层已经承认了这一担忧，并采取措施限制其游戏硬件的以太币挖掘吸引力。此外，首席执行官黄仁勋认为，加密货币挖矿市场是他公司最终用户市场的一小部分。超专业化专用集成电路（ASIC）在密码挖掘领域发挥着更大的作用。</blockquote></p><p>\"I think that this is going to be a part of our business. It won't grow extremely large no matter what happens and the reason for that is because when it starts to grow large, more ASICs come to the market, which kinds of mutes it,\" Huang said on the fourth-quarter earnings call. \"When the market becomes smaller, it's harder for ASICs to sustain the R&amp;D and so the spot miners, industrial miners come back and then we'll create [cryptocurrency mining processors]. And so we expect it to be a small part of our business as we go forward. \"</p><p><blockquote>“我认为这将成为我们业务的一部分。无论发生什么，它都不会增长得非常大，原因是当它开始增长时，更多的 ASICs 进入市场，这在某种程度上抑制了它，”黄在第四季度财报看涨期权上说道。“当市场变得更小时，ASICs 就更难维持研发，因此现货矿工、工业矿工会回来，然后我们会创建[加密货币挖矿处理器]。因此，随着我们的发展，我们预计它将成为我们业务的一小部分。”</blockquote></p><p>The company can't track how people end up using the chips it sells, but Huang estimates that roughly $200 million of this quarter's gaming product sales came from mining enthusiasts. That's just 8% of a $2.5 billion top-line haul.</p><p><blockquote>该公司无法追踪人们最终如何使用其销售的芯片，但黄估计本季度游戏产品销售额中约有 2 亿美元来自采矿爱好者。这只是 25 亿美元营收的 8%。</blockquote></p><p>All of this is to say that NVIDIA's post-earnings correction may have been amplified by the Ethereum mining risk, and that particular threat doesn't look all that menacing. Therefore, you could make a case that NVIDIA's shares are selling at a discount today -- despite the sky-high valuation ratios.</p><p><blockquote>所有这一切都表明，英伟达的财报后调整可能会因以太币矿业风险而放大，而这种特殊的威胁看起来并不那么具有威胁性。因此，你可以证明英伟达的股票今天正在打折出售——尽管估值比率极高。</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>Why NVIDIA Shares Stumbled, After an Impressive Earnings Report<blockquote>为什么英伟达股价在令人印象深刻的收益报告后下跌</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\">\nWhy NVIDIA Shares Stumbled, After an Impressive Earnings Report<blockquote>为什么英伟达股价在令人印象深刻的收益报告后下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-02-26 17:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The soaring stock was arguably due for a correction, and some investors worry that the end of this cryptocurrency boom could hurt NVIDIA's business.</p><p><blockquote>股价飙升可以说是由于回调，一些投资者担心加密货币繁荣的结束可能会损害英伟达的业务。</blockquote></p><p><b>What happened</b></p><p><blockquote><b>发生了什么事</b></blockquote></p><p>Semiconductor developer&nbsp;<b>NVIDIA</b>&nbsp;(NASDAQ:NVDA)&nbsp;posted strong fourth-quarter results last night with a side of optimistic guidance for the next reporting period. The stock fell as much as 8.2% on Thursday anyhow, because sometimes even an analyst-stumping report isn't quite enough to support a&nbsp;skyrocketing stock&nbsp;like NVIDIA's.</p><p><blockquote>半导体显影剂<b>英伟达</b>（纳斯达克股票代码：NVDA）昨晚公布了强劲的第四季度业绩，并对下一个报告期给出了乐观的指引。无论如何，该股周四下跌了 8.2%，因为有时即使是难倒分析师的报告也不足以支撑英伟达这样飙升的股票。</blockquote></p><p><b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p>In the fourth quarter of 2020, NVIDIA's top-line revenue rose 62% year over year to $5 billion. Adjusted earnings climbed 64% higher, landing at $3.10 per diluted share. Your average analyst would have settled for earnings near $2.81 per share on sales in the neighborhood of $4.82 billion. The stellar results were driven by high demand for NVIDIA's data center processors and gaming products.</p><p><blockquote>2020年第四季度，英伟达的营收同比增长62%，达到50亿美元。调整后收益攀升 64%，稀释后每股收益达到 3.10 美元。普通分析师会满足于每股收益接近 2.81 美元，销售额约为 48.2 亿美元。出色的业绩是由对英伟达数据中心处理器和游戏产品的高需求推动的。</blockquote></p><p>Heading into the report, NVIDIA's shares had gained 112% in 52 weeks. The stock traded at a nosebleed-inducing 95 times trailing earnings and 86 times&nbsp;free cash flow, setting the stage for a significant price cut despite a strong earnings report. Today, you can pick up NVIDIA's shares for the somewhat less exorbitant valuation ratios of 93 times adjusted earnings or 71 times free cash flow.</p><p><blockquote>报告发布前，英伟达的股价在 52 周内上涨了 112%。尽管财报强劲，但该股的交易价格为追踪市盈率的 95 倍和自由现金流的 86 倍，这为大幅降价奠定了基础。如今，您可以以调整后市盈率 93 倍或自由现金流 71 倍的略微不那么过高的估值比率购买 NVIDIA 的股票。</blockquote></p><p><b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p>Some investors also worry about artificial growth stemming from rising cryptocurrency prices. Specifically, NVIDIA's graphics processors are very efficient at mining&nbsp;<b>Ethereum</b>(CRYPTO:ETH)&nbsp;tokens and the smart-contract cryptocurrency has seen prices skyrocket 568% over the last year. If Ethereum miners are buying tons of NVIDIA's graphics cards, that leaves fewer units on store shelves for actual gamers. All of this is happening during a marketwide&nbsp;shortage of semiconductor manufacturing capacity, limiting the processor supplies even further. All of this sounds like good news for NVIDIA, but the idea is that it also exposes the company to significant market risks if Ethereum prices crash again, killing the demand for token-mining hardware.</p><p><blockquote>一些投资者还担心加密货币价格上涨带来的人为增长。具体来说，NVIDIA 的图形处理器在挖掘方面非常高效<b>以太币</b>（CRYPTO:ETH）代币和智能合约加密货币的价格在去年飙升了 568%。如果以太币矿工购买大量英伟达显卡，那么商店货架上留给真正游戏玩家的显卡就会减少。所有这一切都发生在半导体制造产能全市场短缺的情况下，进一步限制了处理器供应。所有这些听起来对英伟达来说都是个好消息，但这个想法是，如果以太币价格再次暴跌，扼杀了对代币挖矿硬件的需求，这也会使该公司面临巨大的市场风险。</blockquote></p><p>NVIDIA's management has acknowledged this concern and&nbsp;taken steps to limit the Ethereum-mining appeal of its gaming hardware. Furthermore, CEO Jensen Huang argues that the cryptocurrency mining market is a fairly small part of his company's end-user market. Hyper-specialized application-specific integrated circuits (ASICs) play a much larger role in the crypto-mining sector.</p><p><blockquote>英伟达管理层已经承认了这一担忧，并采取措施限制其游戏硬件的以太币挖掘吸引力。此外，首席执行官黄仁勋认为，加密货币挖矿市场是他公司最终用户市场的一小部分。超专业化专用集成电路（ASIC）在密码挖掘领域发挥着更大的作用。</blockquote></p><p>\"I think that this is going to be a part of our business. It won't grow extremely large no matter what happens and the reason for that is because when it starts to grow large, more ASICs come to the market, which kinds of mutes it,\" Huang said on the fourth-quarter earnings call. \"When the market becomes smaller, it's harder for ASICs to sustain the R&amp;D and so the spot miners, industrial miners come back and then we'll create [cryptocurrency mining processors]. And so we expect it to be a small part of our business as we go forward. \"</p><p><blockquote>“我认为这将成为我们业务的一部分。无论发生什么，它都不会增长得非常大，原因是当它开始增长时，更多的 ASICs 进入市场，这在某种程度上抑制了它，”黄在第四季度财报看涨期权上说道。“当市场变得更小时，ASICs 就更难维持研发，因此现货矿工、工业矿工会回来，然后我们会创建[加密货币挖矿处理器]。因此，随着我们的发展，我们预计它将成为我们业务的一小部分。”</blockquote></p><p>The company can't track how people end up using the chips it sells, but Huang estimates that roughly $200 million of this quarter's gaming product sales came from mining enthusiasts. That's just 8% of a $2.5 billion top-line haul.</p><p><blockquote>该公司无法追踪人们最终如何使用其销售的芯片，但黄估计本季度游戏产品销售额中约有 2 亿美元来自采矿爱好者。这只是 25 亿美元营收的 8%。</blockquote></p><p>All of this is to say that NVIDIA's post-earnings correction may have been amplified by the Ethereum mining risk, and that particular threat doesn't look all that menacing. Therefore, you could make a case that NVIDIA's shares are selling at a discount today -- despite the sky-high valuation ratios.</p><p><blockquote>所有这一切都表明，英伟达的财报后调整可能会因以太币矿业风险而放大，而这种特殊的威胁看起来并不那么具有威胁性。因此，你可以证明英伟达的股票今天正在打折出售——尽管估值比率极高。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/02/25/why-nvidia-shares-stumbled-today-after-an-impressi/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/02/25/why-nvidia-shares-stumbled-today-after-an-impressi/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150278371","content_text":"The soaring stock was arguably due for a correction, and some investors worry that the end of this cryptocurrency boom could hurt NVIDIA's business.What happenedSemiconductor developer NVIDIA (NASDAQ:NVDA) posted strong fourth-quarter results last night with a side of optimistic guidance for the next reporting period. The stock fell as much as 8.2% on Thursday anyhow, because sometimes even an analyst-stumping report isn't quite enough to support a skyrocketing stock like NVIDIA's.So whatIn the fourth quarter of 2020, NVIDIA's top-line revenue rose 62% year over year to $5 billion. Adjusted earnings climbed 64% higher, landing at $3.10 per diluted share. Your average analyst would have settled for earnings near $2.81 per share on sales in the neighborhood of $4.82 billion. The stellar results were driven by high demand for NVIDIA's data center processors and gaming products.Heading into the report, NVIDIA's shares had gained 112% in 52 weeks. The stock traded at a nosebleed-inducing 95 times trailing earnings and 86 times free cash flow, setting the stage for a significant price cut despite a strong earnings report. Today, you can pick up NVIDIA's shares for the somewhat less exorbitant valuation ratios of 93 times adjusted earnings or 71 times free cash flow.Now whatSome investors also worry about artificial growth stemming from rising cryptocurrency prices. Specifically, NVIDIA's graphics processors are very efficient at mining Ethereum(CRYPTO:ETH) tokens and the smart-contract cryptocurrency has seen prices skyrocket 568% over the last year. If Ethereum miners are buying tons of NVIDIA's graphics cards, that leaves fewer units on store shelves for actual gamers. All of this is happening during a marketwide shortage of semiconductor manufacturing capacity, limiting the processor supplies even further. All of this sounds like good news for NVIDIA, but the idea is that it also exposes the company to significant market risks if Ethereum prices crash again, killing the demand for token-mining hardware.NVIDIA's management has acknowledged this concern and taken steps to limit the Ethereum-mining appeal of its gaming hardware. Furthermore, CEO Jensen Huang argues that the cryptocurrency mining market is a fairly small part of his company's end-user market. Hyper-specialized application-specific integrated circuits (ASICs) play a much larger role in the crypto-mining sector.\"I think that this is going to be a part of our business. It won't grow extremely large no matter what happens and the reason for that is because when it starts to grow large, more ASICs come to the market, which kinds of mutes it,\" Huang said on the fourth-quarter earnings call. \"When the market becomes smaller, it's harder for ASICs to sustain the R&D and so the spot miners, industrial miners come back and then we'll create [cryptocurrency mining processors]. And so we expect it to be a small part of our business as we go forward. \"The company can't track how people end up using the chips it sells, but Huang estimates that roughly $200 million of this quarter's gaming product sales came from mining enthusiasts. That's just 8% of a $2.5 billion top-line haul.All of this is to say that NVIDIA's post-earnings correction may have been amplified by the Ethereum mining risk, and that particular threat doesn't look all that menacing. Therefore, you could make a case that NVIDIA's shares are selling at a discount today -- despite the sky-high valuation ratios.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366525677,"gmtCreate":1614517968699,"gmtModify":1703477976614,"author":{"id":"3576833752959092","authorId":"3576833752959092","name":"nnsm","avatar":"https://static.tigerbbs.com/3837b1a695ebe51d68a84ca8c4a5738f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576833752959092","authorIdStr":"3576833752959092"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366525677","repostId":"2114371822","repostType":4,"isVote":1,"tweetType":1,"viewCount":713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366522493,"gmtCreate":1614517568112,"gmtModify":1703477975602,"author":{"id":"3576833752959092","authorId":"3576833752959092","name":"nnsm","avatar":"https://static.tigerbbs.com/3837b1a695ebe51d68a84ca8c4a5738f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576833752959092","authorIdStr":"3576833752959092"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366522493","repostId":"2114371822","repostType":4,"isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369505866,"gmtCreate":1614054719655,"gmtModify":1634551373298,"author":{"id":"3576833752959092","authorId":"3576833752959092","name":"nnsm","avatar":"https://static.tigerbbs.com/3837b1a695ebe51d68a84ca8c4a5738f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576833752959092","authorIdStr":"3576833752959092"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369505866","repostId":"1145339995","repostType":4,"repost":{"id":"1145339995","kind":"news","pubTimestamp":1614048887,"share":"https://www.laohunote.com/m/news/1145339995?lang=zh_CN&edition=full","pubTime":"2021-02-23 10:54","market":"us","language":"en","title":"Apple Stock This Week: Losing Steam<blockquote>本周苹果股票：失去动力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1145339995","media":"TheStreet","summary":"Apple stock has been quietly underperforming its key benchmarks in 2021. The problem does not seem t","content":"<p>Apple stock has been quietly underperforming its key benchmarks in 2021. The problem does not seem to be with business fundamentals, but with market sentiment instead.</p><p><blockquote>2021 年，苹果股票的表现一直低于其关键基准。问题似乎不在于商业基本面，而在于市场情绪。</blockquote></p><p> Quietly, Apple continues to underperform in 2021.</p><p><blockquote>悄悄地，苹果在2021年继续表现不佳。</blockquote></p><p> Over the past four trading days (last Monday was President’s Day and the stock market was closed), shares of the Cupertino company declined about 4%. None of the main peer groups, including the consumer discretionary and tech sectors, performed this poorly.</p><p><blockquote>在过去的四个交易日（上周一是总统日，股市休市）中，这家库比蒂诺公司的股价下跌了约 4%。包括非必需消费品和科技行业在内的所有主要同行群体的表现都不差。</blockquote></p><p> See chart below – Apple is the blue line.</p><p><blockquote>见下图——苹果是蓝线。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33a1b3fafec7dc8155390e2d4094da04\" tg-width=\"1240\" tg-height=\"649\"><span>Stock Rover</span></p><p><blockquote><p class=\"t-img-caption\"><span>股票漫游者</span></p></blockquote></p><p> The full-year picture has not looked much more promising, at least so far. Apple shares rallied ahead of its fiscal first quarter earnings day, which was&nbsp;covered in detailed by the Apple Maven&nbsp;a few weeks ago. Towards the end of January, Apple had gained more than its key benchmarks year-to-date. See graph below.</p><p><blockquote>至少到目前为止，全年的情况看起来并没有更有希望。苹果股价在第一财季财报日之前上涨，苹果专家几周前对此进行了详细报道。截至 1 月底，苹果今年迄今为止的涨幅已超过其主要基准。见下图。</blockquote></p><p> However,the “sell the news” pullback that I warned about&nbsp;on January 28 took place. From last month’s peak, Apple has already dipped 9%. Shares are on the verge of entering correction territory once again.</p><p><blockquote>然而，我在 1 月 28 日警告过的 “抛售新闻 ”回调还是发生了。与上个月的峰值相比，苹果已经下降了 9%。股价即将再次进入回调区域。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cbf13d3b9fd7cebae67624cd78f9f09\" tg-width=\"1240\" tg-height=\"630\"><span>Stock Rover</span></p><p><blockquote><p class=\"t-img-caption\"><span>股票漫游者</span></p></blockquote></p><p> <b>Not about the fundamentals</b></p><p><blockquote><b>与基本面无关</b></blockquote></p><p> I find it hard to believe that any of the recent weakness in Apple stock has anything to do with fundamentals.Think of the company’s earnings results, for example.</p><p><blockquote>我很难相信苹果股市最近的疲软与基本面有任何关系。例如，想想公司的盈利结果。</blockquote></p><p> The iPhone staged an impressive comeback, with revenues climbing 17% during the holiday period after a disappointing fiscal fourth quarter. China also showed signs of life at last, as sales increased a whopping 57% in the region. Margins expanded on the back of gains of scale and a more favorable product mix. The company’s balance sheet is flush with cash.</p><p><blockquote>iPhone 令人印象深刻地卷土重来，在经历了令人失望的第四财季后，假日期间收入攀升了 17%。中国也终于出现了生机，该地区的销售额增长了57%。由于规模的增长和更有利的产品组合，利润率有所扩大。公司的资产负债表上现金充裕。</blockquote></p><p> What’s not to like about Apple’s business?</p><p><blockquote>苹果的生意有什么不喜欢的？</blockquote></p><p> <b>A sentiment problem</b></p><p><blockquote><b>感情问题</b></blockquote></p><p> The problem with Apple shares so far this year, in my view, are two.</p><p><blockquote>在我看来，今年到目前为止，苹果股票存在两个问题。</blockquote></p><p> First, the stock seems to have caught too strong of a tailwind in the past couple of months:once from the Apple Car buzz, in late December, and again as investors anticipated a blowout holiday quarter in 2020. Therefore, it was reasonable to see shares adjust to what may be a more reasonable price below the $130 mark.</p><p><blockquote>首先，该股在过去几个月中似乎受到了太大的推动：一次是 12 月下旬的苹果汽车热潮，另一次是投资者预计 2020 年假日季度将出现井喷。因此，看到股价调整至 130 美元以下可能更合理的价格是合理的。</blockquote></p><p> Second, 2021 has been a year to bet on recovery stocks, not high-quality growth names like Apple. Notice below how small cap and high-beta stocks (tickers IWM and SPHB) have lavishly outperformed the high-quality ETF and the Nasdaq (tickers QUAL and QQQ) so far this year.</p><p><blockquote>其次，2021 年是押注复苏股的一年，而不是像苹果这样的优质成长型股票。请注意今年迄今为止，小盘股和高贝塔值股票（股票代码 IWM 和 SPHB）的表现如何远远优于优质 ETF 和纳斯达克（股票代码 QUAL 和 QQQ）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdbaae21b1a60bfe8ced185756760c51\" tg-width=\"1240\" tg-height=\"647\"><span>Stock Rover</span></p><p><blockquote><p class=\"t-img-caption\"><span>股票漫游者</span></p></blockquote></p><p> <b>The Buffett effect</b></p><p><blockquote><b>巴菲特效应</b></blockquote></p><p> The most recent event that helped to push Apple shares lower was&nbsp;Berkshire Hathaway’s disclosure of its portfolio holdings, as of the end of 2020. Warren Buffett’s company sold about $7.4 billion worth of Apple shares in the last quarter.</p><p><blockquote>最近导致苹果股价下跌的事件是伯克希尔-哈撒韦公司披露了截至 2020 年底的投资组合持股情况。沃伦-巴菲特的公司在上一季度出售了价值约 74 亿美元的苹果股票。</blockquote></p><p> As I explained, the move seemed to be a position trim rather than a bearish statement. I do not believe that investors should be concerned about Apple losing the Buffett seal of approval, especially considering the still massive 43% allocation of Berkshire’s portfolio to the Cupertino company.</p><p><blockquote>正如我所解释的，此举似乎是一次头寸削减，而不是一份看跌声明。我认为投资者不应该担心苹果会失去巴菲特的认可，尤其是考虑到伯克希尔投资组合中仍有 43% 的比例分配给这家库比蒂诺公司。</blockquote></p><p> Yet, the market is the market, and it chose to punish Apple stock even further, following the release of Berkshire’s most recent 13-F filing.</p><p><blockquote>然而，市场就是市场，在伯克希尔最新的 13-F 文件公布后，市场选择进一步惩罚苹果股票。</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>Apple Stock This Week: Losing Steam<blockquote>本周苹果股票：失去动力</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\">\nApple Stock This Week: Losing Steam<blockquote>本周苹果股票：失去动力</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-02-23 10:54</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple stock has been quietly underperforming its key benchmarks in 2021. The problem does not seem to be with business fundamentals, but with market sentiment instead.</p><p><blockquote>2021 年，苹果股票的表现一直低于其关键基准。问题似乎不在于商业基本面，而在于市场情绪。</blockquote></p><p> Quietly, Apple continues to underperform in 2021.</p><p><blockquote>悄悄地，苹果在2021年继续表现不佳。</blockquote></p><p> Over the past four trading days (last Monday was President’s Day and the stock market was closed), shares of the Cupertino company declined about 4%. None of the main peer groups, including the consumer discretionary and tech sectors, performed this poorly.</p><p><blockquote>在过去的四个交易日（上周一是总统日，股市休市）中，这家库比蒂诺公司的股价下跌了约 4%。包括非必需消费品和科技行业在内的所有主要同行群体的表现都不差。</blockquote></p><p> See chart below – Apple is the blue line.</p><p><blockquote>见下图——苹果是蓝线。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33a1b3fafec7dc8155390e2d4094da04\" tg-width=\"1240\" tg-height=\"649\"><span>Stock Rover</span></p><p><blockquote><p class=\"t-img-caption\"><span>股票漫游者</span></p></blockquote></p><p> The full-year picture has not looked much more promising, at least so far. Apple shares rallied ahead of its fiscal first quarter earnings day, which was&nbsp;covered in detailed by the Apple Maven&nbsp;a few weeks ago. Towards the end of January, Apple had gained more than its key benchmarks year-to-date. See graph below.</p><p><blockquote>至少到目前为止，全年的情况看起来并没有更有希望。苹果股价在第一财季财报日之前上涨，苹果专家几周前对此进行了详细报道。截至 1 月底，苹果今年迄今为止的涨幅已超过其主要基准。见下图。</blockquote></p><p> However,the “sell the news” pullback that I warned about&nbsp;on January 28 took place. From last month’s peak, Apple has already dipped 9%. Shares are on the verge of entering correction territory once again.</p><p><blockquote>然而，我在 1 月 28 日警告过的 “抛售新闻 ”回调还是发生了。与上个月的峰值相比，苹果已经下降了 9%。股价即将再次进入回调区域。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cbf13d3b9fd7cebae67624cd78f9f09\" tg-width=\"1240\" tg-height=\"630\"><span>Stock Rover</span></p><p><blockquote><p class=\"t-img-caption\"><span>股票漫游者</span></p></blockquote></p><p> <b>Not about the fundamentals</b></p><p><blockquote><b>与基本面无关</b></blockquote></p><p> I find it hard to believe that any of the recent weakness in Apple stock has anything to do with fundamentals.Think of the company’s earnings results, for example.</p><p><blockquote>我很难相信苹果股市最近的疲软与基本面有任何关系。例如，想想公司的盈利结果。</blockquote></p><p> The iPhone staged an impressive comeback, with revenues climbing 17% during the holiday period after a disappointing fiscal fourth quarter. China also showed signs of life at last, as sales increased a whopping 57% in the region. Margins expanded on the back of gains of scale and a more favorable product mix. The company’s balance sheet is flush with cash.</p><p><blockquote>iPhone 令人印象深刻地卷土重来，在经历了令人失望的第四财季后，假日期间收入攀升了 17%。中国也终于出现了生机，该地区的销售额增长了57%。由于规模的增长和更有利的产品组合，利润率有所扩大。公司的资产负债表上现金充裕。</blockquote></p><p> What’s not to like about Apple’s business?</p><p><blockquote>苹果的生意有什么不喜欢的？</blockquote></p><p> <b>A sentiment problem</b></p><p><blockquote><b>感情问题</b></blockquote></p><p> The problem with Apple shares so far this year, in my view, are two.</p><p><blockquote>在我看来，今年到目前为止，苹果股票存在两个问题。</blockquote></p><p> First, the stock seems to have caught too strong of a tailwind in the past couple of months:once from the Apple Car buzz, in late December, and again as investors anticipated a blowout holiday quarter in 2020. Therefore, it was reasonable to see shares adjust to what may be a more reasonable price below the $130 mark.</p><p><blockquote>首先，该股在过去几个月中似乎受到了太大的推动：一次是 12 月下旬的苹果汽车热潮，另一次是投资者预计 2020 年假日季度将出现井喷。因此，看到股价调整至 130 美元以下可能更合理的价格是合理的。</blockquote></p><p> Second, 2021 has been a year to bet on recovery stocks, not high-quality growth names like Apple. Notice below how small cap and high-beta stocks (tickers IWM and SPHB) have lavishly outperformed the high-quality ETF and the Nasdaq (tickers QUAL and QQQ) so far this year.</p><p><blockquote>其次，2021 年是押注复苏股的一年，而不是像苹果这样的优质成长型股票。请注意今年迄今为止，小盘股和高贝塔值股票（股票代码 IWM 和 SPHB）的表现如何远远优于优质 ETF 和纳斯达克（股票代码 QUAL 和 QQQ）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdbaae21b1a60bfe8ced185756760c51\" tg-width=\"1240\" tg-height=\"647\"><span>Stock Rover</span></p><p><blockquote><p class=\"t-img-caption\"><span>股票漫游者</span></p></blockquote></p><p> <b>The Buffett effect</b></p><p><blockquote><b>巴菲特效应</b></blockquote></p><p> The most recent event that helped to push Apple shares lower was&nbsp;Berkshire Hathaway’s disclosure of its portfolio holdings, as of the end of 2020. Warren Buffett’s company sold about $7.4 billion worth of Apple shares in the last quarter.</p><p><blockquote>最近导致苹果股价下跌的事件是伯克希尔-哈撒韦公司披露了截至 2020 年底的投资组合持股情况。沃伦-巴菲特的公司在上一季度出售了价值约 74 亿美元的苹果股票。</blockquote></p><p> As I explained, the move seemed to be a position trim rather than a bearish statement. I do not believe that investors should be concerned about Apple losing the Buffett seal of approval, especially considering the still massive 43% allocation of Berkshire’s portfolio to the Cupertino company.</p><p><blockquote>正如我所解释的，此举似乎是一次头寸削减，而不是一份看跌声明。我认为投资者不应该担心苹果会失去巴菲特的认可，尤其是考虑到伯克希尔投资组合中仍有 43% 的比例分配给这家库比蒂诺公司。</blockquote></p><p> Yet, the market is the market, and it chose to punish Apple stock even further, following the release of Berkshire’s most recent 13-F filing.</p><p><blockquote>然而，市场就是市场，在伯克希尔最新的 13-F 文件公布后，市场选择进一步惩罚苹果股票。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/news/apple-stock-this-week-losing-steam\">TheStreet</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":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/news/apple-stock-this-week-losing-steam","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145339995","content_text":"Apple stock has been quietly underperforming its key benchmarks in 2021. The problem does not seem to be with business fundamentals, but with market sentiment instead.\nQuietly, Apple continues to underperform in 2021.\nOver the past four trading days (last Monday was President’s Day and the stock market was closed), shares of the Cupertino company declined about 4%. None of the main peer groups, including the consumer discretionary and tech sectors, performed this poorly.\nSee chart below – Apple is the blue line.\nStock Rover\nThe full-year picture has not looked much more promising, at least so far. Apple shares rallied ahead of its fiscal first quarter earnings day, which was covered in detailed by the Apple Maven a few weeks ago. Towards the end of January, Apple had gained more than its key benchmarks year-to-date. See graph below.\nHowever,the “sell the news” pullback that I warned about on January 28 took place. From last month’s peak, Apple has already dipped 9%. Shares are on the verge of entering correction territory once again.\nStock Rover\nNot about the fundamentals\nI find it hard to believe that any of the recent weakness in Apple stock has anything to do with fundamentals.Think of the company’s earnings results, for example.\nThe iPhone staged an impressive comeback, with revenues climbing 17% during the holiday period after a disappointing fiscal fourth quarter. China also showed signs of life at last, as sales increased a whopping 57% in the region. Margins expanded on the back of gains of scale and a more favorable product mix. The company’s balance sheet is flush with cash.\nWhat’s not to like about Apple’s business?\nA sentiment problem\nThe problem with Apple shares so far this year, in my view, are two.\nFirst, the stock seems to have caught too strong of a tailwind in the past couple of months:once from the Apple Car buzz, in late December, and again as investors anticipated a blowout holiday quarter in 2020. Therefore, it was reasonable to see shares adjust to what may be a more reasonable price below the $130 mark.\nSecond, 2021 has been a year to bet on recovery stocks, not high-quality growth names like Apple. Notice below how small cap and high-beta stocks (tickers IWM and SPHB) have lavishly outperformed the high-quality ETF and the Nasdaq (tickers QUAL and QQQ) so far this year.\nStock Rover\nThe Buffett effect\nThe most recent event that helped to push Apple shares lower was Berkshire Hathaway’s disclosure of its portfolio holdings, as of the end of 2020. Warren Buffett’s company sold about $7.4 billion worth of Apple shares in the last quarter.\nAs I explained, the move seemed to be a position trim rather than a bearish statement. I do not believe that investors should be concerned about Apple losing the Buffett seal of approval, especially considering the still massive 43% allocation of Berkshire’s portfolio to the Cupertino company.\nYet, the market is the market, and it chose to punish Apple stock even further, following the release of Berkshire’s most recent 13-F filing.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":355236195,"gmtCreate":1617073997517,"gmtModify":1634522800464,"author":{"id":"3576833752959092","authorId":"3576833752959092","name":"nnsm","avatar":"https://static.tigerbbs.com/3837b1a695ebe51d68a84ca8c4a5738f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576833752959092","authorIdStr":"3576833752959092"},"themes":[],"title":"","htmlText":"Please like and comment&nbsp;","listText":"Please like and comment&nbsp;","text":"Please like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/355236195","repostId":"2123269962","repostType":4,"isVote":1,"tweetType":1,"viewCount":4255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377501335,"gmtCreate":1619533315827,"gmtModify":1634211982749,"author":{"id":"3576833752959092","authorId":"3576833752959092","name":"nnsm","avatar":"https://static.tigerbbs.com/3837b1a695ebe51d68a84ca8c4a5738f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576833752959092","authorIdStr":"3576833752959092"},"themes":[],"title":"","htmlText":"[白眼]&nbsp;","listText":"[白眼]&nbsp;","text":"[白眼]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377501335","repostId":"2130522345","repostType":4,"repost":{"id":"2130522345","kind":"highlight","pubTimestamp":1619484161,"share":"https://www.laohunote.com/m/news/2130522345?lang=zh_CN&edition=full","pubTime":"2021-04-27 08:42","market":"us","language":"en","title":"AMD earnings: Are data center owners ‘digesting’ or just not buying Intel chips?<blockquote>AMD 财报： 数据中心所有者是在 “消化 ”还是根本不买英特尔芯片？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2130522345","media":"MarketWatch","summary":"AMD segment that includes data-center sales expected to almost triple in revenue after biggest rival's server sales declined. AMD first launched the EPYC family of server chips in 2017. AMD. Advanced Micro Devices Inc. earnings will serve as an indication if the data-center market is truly in a \"digestion\" phase, as Intel Corp. reported.AMD $$ is scheduled to report its first-quarter earnings on Tuesday after the close of markets. When Intel $$ reported results last week, the market-share leader","content":"<p>AMD segment that includes data-center sales expected to almost triple in revenue after biggest rival's server sales declined</p><p><blockquote>在最大竞争对手服务器销量下降后，包括数据中心销售在内的 AMD 部门收入预计将增长近两倍</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/615a522a230f802ea7b3c7554e6a350b\" tg-width=\"1259\" tg-height=\"709\"><span>AMD first launched the EPYC family of server chips in 2017. AMD</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD于2017年首次推出EPYC系列服务器芯片。AMD</span></p></blockquote></p><p> Advanced Micro Devices Inc. earnings will serve as an indication if the data-center market is truly in a \"digestion\" phase, as Intel Corp. reported.</p><p><blockquote>据英特尔公司报道，Advanced Micro Devices Inc. 的盈利将表明数据中心市场是否真正处于“消化”阶段。</blockquote></p><p> AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> is scheduled to report its first-quarter earnings on Tuesday after the close of markets. When Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> reported results last week, the market-share leader noted that the market was just bottoming from a \"digestion phase\" as its data-center sales dropped 20% year-over-year.</p><p><blockquote>AMD<a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>定于周二收盘后公布第一季度收益。当英特尔<a href=\"https://laohu8.com/S/INTC\">$(国际)$</a>上周公布业绩时，这家市场份额领导者指出，由于其数据中心销售额同比下降 20%，市场刚刚从“消化阶段”触底。</blockquote></p><p> Analysts questioned that characterization of a \"digestion phase,\" however, asking instead if AMD was taking share away from Intel</p><p><blockquote>然而，分析师们质疑“消化阶段”的说法，反而质疑AMD是否正在从英特尔手中夺走份额</blockquote></p><p> Wall Street, on average, expects AMD to report $1.3 billion in enterprise, embedded, and semi-custom sales, the segment containing data-center and gaming-console chips, nearly triple the $348 million the company reported in the year-ago period .</p><p><blockquote>华尔街平均预计 AMD 的企业、嵌入式和半定制销售额将达到 13 亿美元，该领域包含数据中心和游戏机芯片，几乎是该公司去年同期报告的 3.48 亿美元的三倍。</blockquote></p><p> This all comes amid a continuing shortage of microchips to sate demand from global industries, and the companies that make the silicon wafers chip designs use, work to clear waiting lists that span several months.</p><p><blockquote>这一切都是在微芯片持续短缺以满足全球行业需求的情况下发生的，而使用硅片芯片设计的公司正在努力清除长达几个月的等待名单。</blockquote></p><p> AMD said in its last earnings report that it expected data-center and gaming sales growth to continue well into 2021. AMD is forecast to report $1.89 billion in computing and graphics sales, a relatively modest 31% rise from a year ago.</p><p><blockquote>AMD 在上一份收益报告中表示，预计数据中心和游戏销售增长将持续到 2021 年。AMD 预计计算和图形销售额将达到 18.9 亿美元，较去年同期相对温和增长 31%。</blockquote></p><p> In early April, shareholders from AMD and Xilinx Inc.&nbsp;approved a $35 billion wrap-up between the two companies. In March, the company announced a&nbsp;new gaming card.</p><p><blockquote>4月初，AMD和赛灵思公司的股东批准了两家公司之间350亿美元的合并。今年3月，该公司宣布推出一款新的游戏卡。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> Earnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 44 cents a share, up from 35 cents a share expected at the beginning of the quarter and 18 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 48 cents a share.</p><p><blockquote>收益：在 FactSet 调查的 34 名分析师中，AMD 预计调整后每股收益平均为 44 美分，高于本季度初预期的每股 35 美分和去年同期报告的每股 18 美分。Estimize 是一个软件平台，它从对冲基金高管、经纪公司、买方分析师和其他人那里众包评级估算，每股收益为 48 美分。</blockquote></p><p> Revenue: Back in January, AMD predicted first-quarter sales between $3.1 billion and $3.3 billion, while analysts on average had forecast revenue of $2.68 billion at the time. Now, 31 analysts, on average, expect revenue of $3.18 billion, up from the $1.79 billion reported in the year-ago quarter. Estimize expects revenue of $3.25 billion.</p><p><blockquote>收入：早在 1 月份，AMD 就预测第一季度销售额在 31 亿至 33 亿美元之间，而分析师当时平均预测收入为 26.8 亿美元。现在，31 位分析师平均预计营收为 31.8 亿美元，高于去年同期报告的 17.9 亿美元。Estimize 预计收入为 32.5 亿美元。</blockquote></p><p> Stock movement: In the first quarter, AMD shares fell 14.4%. In contrast, the PHLX Semiconductor Index gained 11.8%, the S&amp;P 500 index gained 5.8%, and the tech-heavy Nasdaq Composite Index rose 2.8%.</p><p><blockquote>股票走势：第一季度，AMD 股价下跌 14.4%。相比之下，PHLX半导体指数上涨11.8%，标普500指数上涨5.8%，以科技股为主的纳斯达克综合指数上涨2.8%。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> Susquehanna Financial analyst Christopher Rolland, who has a positive rating and a $115 price target on AMD, said PC and graphics processing unit checks point to continued strong demand in the first quarter.</p><p><blockquote>萨斯奎哈纳金融分析师克里斯托弗·罗兰 (Christopher Rolland) 对 AMD 给予正面评级，目标价为 115 美元，他表示，个人电脑和图形处理单元的检查表明第一季度需求将继续强劲。</blockquote></p><p> \"While many believe upside is capped by capacity constraints, we believe AMD is quickly becoming [Taiwan Semiconductor Manufacturing Co.'s (2330.TW)] preferred 'CPU' partner, as Intel's IDM 2.0 strategy appears increasingly competitive to thefoundry,\" Rolland said. \"Therefore, we would not be surprised to see AMD receive more than enough wafers to track toward full-year guidance and perhaps beyond.\"</p><p><blockquote>“虽然许多人认为上涨空间受到产能限制的限制，但我们相信 AMD 正在迅速成为 [台积电 (2330.TW)] 的首选‘CPU’合作伙伴，因为英特尔的 IDM 2.0 战略对代工厂来说似乎越来越具有竞争力，”罗兰说。“因此，看到 AMD 收到足够多的晶圆来实现全年甚至更远的目标，我们不会感到惊讶。”</blockquote></p><p> <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Joseph Moore, who just reinstated estimates for AMD, said he expects strong earnings above the consensus from AMD with \"strong demand across the board, and supply constraints due to substrates and to a lesser extent wafers.\"</p><p><blockquote><a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>刚刚恢复对 AMD 的预期的分析师约瑟夫·摩尔 (Joseph Moore) 表示，他预计 AMD 的盈利将强劲，高于市场普遍预期，“全面需求强劲，以及衬底和较小程度上晶圆造成的供应限制”。</blockquote></p><p> Moore expects fab priority to keep going to high margin products like servers and \"enthusiast desktop microprocessors\" and \"lowest-margin customers that are strategic and sole sourced\" like Microsoft Corp.'s <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> and Sony Group Corp.'s gaming consoles.</p><p><blockquote>摩尔预计 fab priority 将继续专注于服务器和“发烧友桌面微处理器”等高利润产品，以及微软公司等“战略性和独家采购的最低利润客户”<a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>以及索尼集团公司的游戏机。</blockquote></p><p> \"With competitors also dealing with supply constraints, overall pricing should be healthy,\" Moore said. The analysts expects AMD fiscal earnings of $2.04 a share in 2021, $2.59 a share in 2022, and $2.90 a share in 2023, while analysts surveyed by FactSet expect per-share earnings of $1.95, $2.51, and $3.23, respectively.</p><p><blockquote>“由于竞争对手也面临供应限制，整体定价应该是健康的，”摩尔说。分析师预计 AMD 2021 年每股财务收益为 2.04 美元，2022 年为每股 2.59 美元，2023 年为每股 2.90 美元，而 FactSet 调查的分析师预计每股收益分别为 1.95 美元、2.51 美元和 3.23 美元。</blockquote></p><p> B of A Securities analyst Vivek Arya, who has a $100 price target, said of the larger chip market that \"Supply constraints could limit Q1 outperformance/Q2 outlook, but extend cycle into CY22\"</p><p><blockquote>B of A Securities 分析师 Vivek Arya 的目标价为 100 美元，他在谈到更大的芯片市场时表示，“供应限制可能会限制第一季度的优异表现/第二季度的前景，但会将周期延长至 2022 年第二季度”</blockquote></p><p> For AMD, \"can it obtain enough incremental supply from TSMC to beat its already robust 37% YoY sales outlook for CY21 while firmly convincing investors around INTC share gains?\"</p><p><blockquote>对于 AMD 来说，“它能否从台积电获得足够的增量供应，以超越其 21 财年已经强劲的同比 37% 的销售前景，同时坚定地说服投资者相信 INTC 股价上涨？”</blockquote></p><p></p><p> Of the 36 analysts who cover AMD, 21 have buy or overweight ratings, 12 have hold ratings and three have sell ratings, with an average price target of $100.50.</p><p><blockquote>在研究 AMD 的 36 位分析师中，21 位给予买入或跑赢大盘评级，12 位给予持有评级，3 位给予卖出评级，平均目标价为 100.50 美元。</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 earnings: Are data center owners ‘digesting’ or just not buying Intel chips?<blockquote>AMD 财报： 数据中心所有者是在 “消化 ”还是根本不买英特尔芯片？</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 earnings: Are data center owners ‘digesting’ or just not buying Intel chips?<blockquote>AMD 财报： 数据中心所有者是在 “消化 ”还是根本不买英特尔芯片？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-04-27 08:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p>AMD segment that includes data-center sales expected to almost triple in revenue after biggest rival's server sales declined</p><p><blockquote>在最大竞争对手服务器销量下降后，包括数据中心销售在内的 AMD 部门收入预计将增长近两倍</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/615a522a230f802ea7b3c7554e6a350b\" tg-width=\"1259\" tg-height=\"709\"><span>AMD first launched the EPYC family of server chips in 2017. AMD</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD于2017年首次推出EPYC系列服务器芯片。AMD</span></p></blockquote></p><p> Advanced Micro Devices Inc. earnings will serve as an indication if the data-center market is truly in a \"digestion\" phase, as Intel Corp. reported.</p><p><blockquote>据英特尔公司报道，Advanced Micro Devices Inc. 的盈利将表明数据中心市场是否真正处于“消化”阶段。</blockquote></p><p> AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> is scheduled to report its first-quarter earnings on Tuesday after the close of markets. When Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> reported results last week, the market-share leader noted that the market was just bottoming from a \"digestion phase\" as its data-center sales dropped 20% year-over-year.</p><p><blockquote>AMD<a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>定于周二收盘后公布第一季度收益。当英特尔<a href=\"https://laohu8.com/S/INTC\">$(国际)$</a>上周公布业绩时，这家市场份额领导者指出，由于其数据中心销售额同比下降 20%，市场刚刚从“消化阶段”触底。</blockquote></p><p> Analysts questioned that characterization of a \"digestion phase,\" however, asking instead if AMD was taking share away from Intel</p><p><blockquote>然而，分析师们质疑“消化阶段”的说法，反而质疑AMD是否正在从英特尔手中夺走份额</blockquote></p><p> Wall Street, on average, expects AMD to report $1.3 billion in enterprise, embedded, and semi-custom sales, the segment containing data-center and gaming-console chips, nearly triple the $348 million the company reported in the year-ago period .</p><p><blockquote>华尔街平均预计 AMD 的企业、嵌入式和半定制销售额将达到 13 亿美元，该领域包含数据中心和游戏机芯片，几乎是该公司去年同期报告的 3.48 亿美元的三倍。</blockquote></p><p> This all comes amid a continuing shortage of microchips to sate demand from global industries, and the companies that make the silicon wafers chip designs use, work to clear waiting lists that span several months.</p><p><blockquote>这一切都是在微芯片持续短缺以满足全球行业需求的情况下发生的，而使用硅片芯片设计的公司正在努力清除长达几个月的等待名单。</blockquote></p><p> AMD said in its last earnings report that it expected data-center and gaming sales growth to continue well into 2021. AMD is forecast to report $1.89 billion in computing and graphics sales, a relatively modest 31% rise from a year ago.</p><p><blockquote>AMD 在上一份收益报告中表示，预计数据中心和游戏销售增长将持续到 2021 年。AMD 预计计算和图形销售额将达到 18.9 亿美元，较去年同期相对温和增长 31%。</blockquote></p><p> In early April, shareholders from AMD and Xilinx Inc.&nbsp;approved a $35 billion wrap-up between the two companies. In March, the company announced a&nbsp;new gaming card.</p><p><blockquote>4月初，AMD和赛灵思公司的股东批准了两家公司之间350亿美元的合并。今年3月，该公司宣布推出一款新的游戏卡。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> Earnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 44 cents a share, up from 35 cents a share expected at the beginning of the quarter and 18 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 48 cents a share.</p><p><blockquote>收益：在 FactSet 调查的 34 名分析师中，AMD 预计调整后每股收益平均为 44 美分，高于本季度初预期的每股 35 美分和去年同期报告的每股 18 美分。Estimize 是一个软件平台，它从对冲基金高管、经纪公司、买方分析师和其他人那里众包评级估算，每股收益为 48 美分。</blockquote></p><p> Revenue: Back in January, AMD predicted first-quarter sales between $3.1 billion and $3.3 billion, while analysts on average had forecast revenue of $2.68 billion at the time. Now, 31 analysts, on average, expect revenue of $3.18 billion, up from the $1.79 billion reported in the year-ago quarter. Estimize expects revenue of $3.25 billion.</p><p><blockquote>收入：早在 1 月份，AMD 就预测第一季度销售额在 31 亿至 33 亿美元之间，而分析师当时平均预测收入为 26.8 亿美元。现在，31 位分析师平均预计营收为 31.8 亿美元，高于去年同期报告的 17.9 亿美元。Estimize 预计收入为 32.5 亿美元。</blockquote></p><p> Stock movement: In the first quarter, AMD shares fell 14.4%. In contrast, the PHLX Semiconductor Index gained 11.8%, the S&amp;P 500 index gained 5.8%, and the tech-heavy Nasdaq Composite Index rose 2.8%.</p><p><blockquote>股票走势：第一季度，AMD 股价下跌 14.4%。相比之下，PHLX半导体指数上涨11.8%，标普500指数上涨5.8%，以科技股为主的纳斯达克综合指数上涨2.8%。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> Susquehanna Financial analyst Christopher Rolland, who has a positive rating and a $115 price target on AMD, said PC and graphics processing unit checks point to continued strong demand in the first quarter.</p><p><blockquote>萨斯奎哈纳金融分析师克里斯托弗·罗兰 (Christopher Rolland) 对 AMD 给予正面评级，目标价为 115 美元，他表示，个人电脑和图形处理单元的检查表明第一季度需求将继续强劲。</blockquote></p><p> \"While many believe upside is capped by capacity constraints, we believe AMD is quickly becoming [Taiwan Semiconductor Manufacturing Co.'s (2330.TW)] preferred 'CPU' partner, as Intel's IDM 2.0 strategy appears increasingly competitive to thefoundry,\" Rolland said. \"Therefore, we would not be surprised to see AMD receive more than enough wafers to track toward full-year guidance and perhaps beyond.\"</p><p><blockquote>“虽然许多人认为上涨空间受到产能限制的限制，但我们相信 AMD 正在迅速成为 [台积电 (2330.TW)] 的首选‘CPU’合作伙伴，因为英特尔的 IDM 2.0 战略对代工厂来说似乎越来越具有竞争力，”罗兰说。“因此，看到 AMD 收到足够多的晶圆来实现全年甚至更远的目标，我们不会感到惊讶。”</blockquote></p><p> <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Joseph Moore, who just reinstated estimates for AMD, said he expects strong earnings above the consensus from AMD with \"strong demand across the board, and supply constraints due to substrates and to a lesser extent wafers.\"</p><p><blockquote><a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>刚刚恢复对 AMD 的预期的分析师约瑟夫·摩尔 (Joseph Moore) 表示，他预计 AMD 的盈利将强劲，高于市场普遍预期，“全面需求强劲，以及衬底和较小程度上晶圆造成的供应限制”。</blockquote></p><p> Moore expects fab priority to keep going to high margin products like servers and \"enthusiast desktop microprocessors\" and \"lowest-margin customers that are strategic and sole sourced\" like Microsoft Corp.'s <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> and Sony Group Corp.'s gaming consoles.</p><p><blockquote>摩尔预计 fab priority 将继续专注于服务器和“发烧友桌面微处理器”等高利润产品，以及微软公司等“战略性和独家采购的最低利润客户”<a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>以及索尼集团公司的游戏机。</blockquote></p><p> \"With competitors also dealing with supply constraints, overall pricing should be healthy,\" Moore said. The analysts expects AMD fiscal earnings of $2.04 a share in 2021, $2.59 a share in 2022, and $2.90 a share in 2023, while analysts surveyed by FactSet expect per-share earnings of $1.95, $2.51, and $3.23, respectively.</p><p><blockquote>“由于竞争对手也面临供应限制，整体定价应该是健康的，”摩尔说。分析师预计 AMD 2021 年每股财务收益为 2.04 美元，2022 年为每股 2.59 美元，2023 年为每股 2.90 美元，而 FactSet 调查的分析师预计每股收益分别为 1.95 美元、2.51 美元和 3.23 美元。</blockquote></p><p> B of A Securities analyst Vivek Arya, who has a $100 price target, said of the larger chip market that \"Supply constraints could limit Q1 outperformance/Q2 outlook, but extend cycle into CY22\"</p><p><blockquote>B of A Securities 分析师 Vivek Arya 的目标价为 100 美元，他在谈到更大的芯片市场时表示，“供应限制可能会限制第一季度的优异表现/第二季度的前景，但会将周期延长至 2022 年第二季度”</blockquote></p><p> For AMD, \"can it obtain enough incremental supply from TSMC to beat its already robust 37% YoY sales outlook for CY21 while firmly convincing investors around INTC share gains?\"</p><p><blockquote>对于 AMD 来说，“它能否从台积电获得足够的增量供应，以超越其 21 财年已经强劲的同比 37% 的销售前景，同时坚定地说服投资者相信 INTC 股价上涨？”</blockquote></p><p></p><p> Of the 36 analysts who cover AMD, 21 have buy or overweight ratings, 12 have hold ratings and three have sell ratings, with an average price target of $100.50.</p><p><blockquote>在研究 AMD 的 36 位分析师中，21 位给予买入或跑赢大盘评级，12 位给予持有评级，3 位给予卖出评级，平均目标价为 100.50 美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/amd-earnings-are-data-center-owners-digesting-or-just-not-buying-intel-chips-11619473180?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":{},"source_url":"https://www.marketwatch.com/story/amd-earnings-are-data-center-owners-digesting-or-just-not-buying-intel-chips-11619473180?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2130522345","content_text":"AMD segment that includes data-center sales expected to almost triple in revenue after biggest rival's server sales declined\nAMD first launched the EPYC family of server chips in 2017. AMD\nAdvanced Micro Devices Inc. earnings will serve as an indication if the data-center market is truly in a \"digestion\" phase, as Intel Corp. reported.\nAMD $(AMD)$ is scheduled to report its first-quarter earnings on Tuesday after the close of markets. When Intel $(INTC)$ reported results last week, the market-share leader noted that the market was just bottoming from a \"digestion phase\" as its data-center sales dropped 20% year-over-year.\nAnalysts questioned that characterization of a \"digestion phase,\" however, asking instead if AMD was taking share away from Intel\nWall Street, on average, expects AMD to report $1.3 billion in enterprise, embedded, and semi-custom sales, the segment containing data-center and gaming-console chips, nearly triple the $348 million the company reported in the year-ago period .\nThis all comes amid a continuing shortage of microchips to sate demand from global industries, and the companies that make the silicon wafers chip designs use, work to clear waiting lists that span several months.\nAMD said in its last earnings report that it expected data-center and gaming sales growth to continue well into 2021. AMD is forecast to report $1.89 billion in computing and graphics sales, a relatively modest 31% rise from a year ago.\nIn early April, shareholders from AMD and Xilinx Inc. approved a $35 billion wrap-up between the two companies. In March, the company announced a new gaming card.\nWhat to expect\nEarnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 44 cents a share, up from 35 cents a share expected at the beginning of the quarter and 18 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 48 cents a share.\nRevenue: Back in January, AMD predicted first-quarter sales between $3.1 billion and $3.3 billion, while analysts on average had forecast revenue of $2.68 billion at the time. Now, 31 analysts, on average, expect revenue of $3.18 billion, up from the $1.79 billion reported in the year-ago quarter. Estimize expects revenue of $3.25 billion.\nStock movement: In the first quarter, AMD shares fell 14.4%. In contrast, the PHLX Semiconductor Index gained 11.8%, the S&P 500 index gained 5.8%, and the tech-heavy Nasdaq Composite Index rose 2.8%.\nWhat analysts are saying\nSusquehanna Financial analyst Christopher Rolland, who has a positive rating and a $115 price target on AMD, said PC and graphics processing unit checks point to continued strong demand in the first quarter.\n\"While many believe upside is capped by capacity constraints, we believe AMD is quickly becoming [Taiwan Semiconductor Manufacturing Co.'s (2330.TW)] preferred 'CPU' partner, as Intel's IDM 2.0 strategy appears increasingly competitive to thefoundry,\" Rolland said. \"Therefore, we would not be surprised to see AMD receive more than enough wafers to track toward full-year guidance and perhaps beyond.\"\nMorgan Stanley analyst Joseph Moore, who just reinstated estimates for AMD, said he expects strong earnings above the consensus from AMD with \"strong demand across the board, and supply constraints due to substrates and to a lesser extent wafers.\"\nMoore expects fab priority to keep going to high margin products like servers and \"enthusiast desktop microprocessors\" and \"lowest-margin customers that are strategic and sole sourced\" like Microsoft Corp.'s $(MSFT)$ and Sony Group Corp.'s gaming consoles.\n\"With competitors also dealing with supply constraints, overall pricing should be healthy,\" Moore said. The analysts expects AMD fiscal earnings of $2.04 a share in 2021, $2.59 a share in 2022, and $2.90 a share in 2023, while analysts surveyed by FactSet expect per-share earnings of $1.95, $2.51, and $3.23, respectively.\nB of A Securities analyst Vivek Arya, who has a $100 price target, said of the larger chip market that \"Supply constraints could limit Q1 outperformance/Q2 outlook, but extend cycle into CY22\"\nFor AMD, \"can it obtain enough incremental supply from TSMC to beat its already robust 37% YoY sales outlook for CY21 while firmly convincing investors around INTC share gains?\"\nOf the 36 analysts who cover AMD, 21 have buy or overweight ratings, 12 have hold ratings and three have sell ratings, with an average price target of $100.50.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365753190,"gmtCreate":1614782264710,"gmtModify":1703481061211,"author":{"id":"3576833752959092","authorId":"3576833752959092","name":"nnsm","avatar":"https://static.tigerbbs.com/3837b1a695ebe51d68a84ca8c4a5738f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576833752959092","authorIdStr":"3576833752959092"},"themes":[],"title":"","htmlText":"[流泪]&nbsp;","listText":"[流泪]&nbsp;","text":"[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/365753190","repostId":"1130537334","repostType":4,"repost":{"id":"1130537334","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1614782065,"share":"https://www.laohunote.com/m/news/1130537334?lang=zh_CN&edition=full","pubTime":"2021-03-03 22:34","market":"us","language":"en","title":"U.S. stocks open lower on Wednesday; Dow down 0.11%<blockquote>美国股市周三低开；道琼斯指数下跌0.11%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130537334","media":"老虎资讯综合","summary":"(March 3) Wall Street's main indexes opened lower on Wednesday as disappointing private employment d","content":"<p>(March 3)&nbsp;Wall Street's main indexes opened lower on Wednesday as disappointing private employment data for February dampened enthusiasm over a quick economic rebound fueled by a swift rollout of COVID-19 vaccines.</p><p><blockquote>（3月3日）华尔街主要股指周三开盘走低，2月份私人就业数据令人失望，打击了人们对新冠肺炎疫苗迅速推出推动的经济快速反弹的热情。</blockquote></p><p>The Dow fell 0.11%, the S&amp;P 500 dropped 0.12%, and the Nasdaq Composite retreated 0.14%.</p><p><blockquote>道琼斯指数下跌0.11%，标普500指数下跌0.12%，纳斯达克综合指数下跌0.14%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/f98e844edb04216bd6ef160e1ddfc0f5\" tg-width=\"1242\" tg-height=\"569\" referrerpolicy=\"no-referrer\"></p><p><blockquote></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>U.S. stocks open lower on Wednesday; Dow down 0.11%<blockquote>美国股市周三低开；道琼斯指数下跌0.11%</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stocks open lower on Wednesday; Dow down 0.11%<blockquote>美国股市周三低开；道琼斯指数下跌0.11%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-03-03 22:34</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(March 3)&nbsp;Wall Street's main indexes opened lower on Wednesday as disappointing private employment data for February dampened enthusiasm over a quick economic rebound fueled by a swift rollout of COVID-19 vaccines.</p><p><blockquote>（3月3日）华尔街主要股指周三开盘走低，2月份私人就业数据令人失望，打击了人们对新冠肺炎疫苗迅速推出推动的经济快速反弹的热情。</blockquote></p><p>The Dow fell 0.11%, the S&amp;P 500 dropped 0.12%, and the Nasdaq Composite retreated 0.14%.</p><p><blockquote>道琼斯指数下跌0.11%，标普500指数下跌0.12%，纳斯达克综合指数下跌0.14%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/f98e844edb04216bd6ef160e1ddfc0f5\" tg-width=\"1242\" tg-height=\"569\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130537334","content_text":"(March 3) Wall Street's main indexes opened lower on Wednesday as disappointing private employment data for February dampened enthusiasm over a quick economic rebound fueled by a swift rollout of COVID-19 vaccines.The Dow fell 0.11%, the S&P 500 dropped 0.12%, and the Nasdaq Composite retreated 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