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2021-04-28

Pintrest 🙃🙃🙃

Pinterest shares sink as easing of pandemic restrictions weighs on user growth<blockquote>由于大流行限制放松拖累用户增长，Pinterest股价下跌</blockquote>

2021-04-28

HEEHAW

抱歉，原内容已删除

2021-04-27

Noice

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>

2021-04-23

Good info thx

抱歉，原内容已删除

去老虎APP查看更多动态

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🙃🙃🙃","listText":"Pintrest 🙃🙃🙃","text":"Pintrest 🙃🙃🙃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/100387459","repostId":"2130731473","repostType":4,"repost":{"id":"2130731473","kind":"highlight","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619566911,"share":"https://www.laohunote.com/m/news/2130731473?lang=zh_CN&edition=full","pubTime":"2021-04-28 07:41","market":"us","language":"en","title":"Pinterest shares sink as easing of pandemic restrictions weighs on user growth<blockquote>由于大流行限制放松拖累用户增长，Pinterest股价下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2130731473","media":"Tiger Newspress","summary":"Pinterest Inc. on Tuesday reported 78% year-over-year revenue growth for the first quarter, but its ","content":"<p>Pinterest Inc. on Tuesday reported 78% year-over-year revenue growth for the first quarter, but its user growth fell short of analysts' expectations as COVID-19 pandemic restrictions eased.</p><p><blockquote>Pinterest公司周二公布第一季度收入同比增长 78%，但随着 COVID-19 大流行限制的放松，其用户增长低于分析师的预期。</blockquote></p><p> The online-pinboard company said its global monthly active users rose 30% year over year to 478 million. Analysts had forecast that number to be slightly higher than 480 million.</p><p><blockquote>这家在线插板公司表示，其全球月活跃用户同比增长 30%，达到 4.78 亿。分析师此前预测这一数字将略高于 4.8 亿。</blockquote></p><p> \"Starting in mid-March, the easing of pandemic restrictions slowed U.S. MAU growth and lowered engagement year over year as people spent less time online,\" the company wrote in a letter to shareholders. \"In Q1, we saw good retention of the MAUs we gained during 2020, but we still don't know if or how long this retention will last.\"</p><p><blockquote>该公司在致股东的信中写道：“从 3 月中旬开始，随着人们上网时间减少，疫情限制的放松减缓了美国 MAU 增长，并导致参与度逐年下降。”“在第一季度，我们看到 2020 年获得的 MAU 得到了良好的保留，但我们仍然不知道这种保留是否或会持续多久。”</blockquote></p><p> Pinterest&nbsp;shares fell 10.5% after hours, after rising more than 1% in the regular session to close at $77.58.</p><p><blockquote>Pinterest股价盘后下跌 10.5%，常规交易时段上涨超过 1%，收于 77.58 美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/250886ffe9ed7924dc5d464864f72418\" tg-width=\"1302\" tg-height=\"833\"></p><p><blockquote></blockquote></p><p> The company pointed to growth internationally, though.</p><p><blockquote>不过，该公司指出了国际增长。</blockquote></p><p> \"This quarter, we continued strong growth internationally, including our recent launch of advertising in Brazil, and made significant progress with shopping, making it easier for people to discover and buy products they find on Pinterest,\" Chief Executive Ben Silbermann said in a news release.</p><p><blockquote>首席执行官本·西尔伯曼 (Ben Silbermann) 表示：“本季度，我们在国际上继续保持强劲增长，包括最近在巴西推出的广告，并在购物方面取得了重大进展，使人们更容易发现和购买他们在Pinterest上找到的产品。”在一份新闻稿中。</blockquote></p><p> The company reported a first-quarter loss of $21.7 million, or 3 cents a share, compared with a loss of $141.1 million, or 25 cents a share, in the year-ago period. Adjusted earnings were $83.8 million, or 11 cents a share, adjusted for stock-based compensation, depreciation and amortization and more. Revenue rose to $485.2 million from $271.9 million in the year-ago quarter.</p><p><blockquote>该公司公布第一季度亏损 2170 万美元，即每股亏损 3 美分，而去年同期亏损 1.411 亿美元，即每股亏损 25 美分。调整后收益为 8380 万美元，即每股 11 美分，调整后的股票薪酬、折旧和摊销等。收入从去年同期的 2.719 亿美元增至 4.852 亿美元。</blockquote></p><p> Analysts surveyed by FactSet had forecast earnings of 6 cents a share on revenue of $471.7 million.</p><p><blockquote>FactSet 调查的分析师预测每股收益为 6 美分，营收为 4.717 亿美元。</blockquote></p><p> Shares of Pinterest are up more than 17% year to date, and more than 288% over the past 52 weeks. By comparison, the S&amp;P 500 Index has risen 12% so far this year, and is up 50% in the past year.</p><p><blockquote>Pinterest股价今年迄今已上涨超过 17%，过去 52 周内上涨超过 288%。相比之下，标普500指数今年迄今已上涨 12%，去年上涨 50%。</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>Pinterest shares sink as easing of pandemic restrictions weighs on user growth<blockquote>由于大流行限制放松拖累用户增长，Pinterest股价下跌</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\">\nPinterest shares sink as easing of pandemic restrictions weighs on user growth<blockquote>由于大流行限制放松拖累用户增长，Pinterest股价下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-04-28 07:41</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Pinterest Inc. on Tuesday reported 78% year-over-year revenue growth for the first quarter, but its user growth fell short of analysts' expectations as COVID-19 pandemic restrictions eased.</p><p><blockquote>Pinterest公司周二公布第一季度收入同比增长 78%，但随着 COVID-19 大流行限制的放松，其用户增长低于分析师的预期。</blockquote></p><p> The online-pinboard company said its global monthly active users rose 30% year over year to 478 million. Analysts had forecast that number to be slightly higher than 480 million.</p><p><blockquote>这家在线插板公司表示，其全球月活跃用户同比增长 30%，达到 4.78 亿。分析师此前预测这一数字将略高于 4.8 亿。</blockquote></p><p> \"Starting in mid-March, the easing of pandemic restrictions slowed U.S. MAU growth and lowered engagement year over year as people spent less time online,\" the company wrote in a letter to shareholders. \"In Q1, we saw good retention of the MAUs we gained during 2020, but we still don't know if or how long this retention will last.\"</p><p><blockquote>该公司在致股东的信中写道：“从 3 月中旬开始，随着人们上网时间减少，疫情限制的放松减缓了美国 MAU 增长，并导致参与度逐年下降。”“在第一季度，我们看到 2020 年获得的 MAU 得到了良好的保留，但我们仍然不知道这种保留是否或会持续多久。”</blockquote></p><p> Pinterest&nbsp;shares fell 10.5% after hours, after rising more than 1% in the regular session to close at $77.58.</p><p><blockquote>Pinterest股价盘后下跌 10.5%，常规交易时段上涨超过 1%，收于 77.58 美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/250886ffe9ed7924dc5d464864f72418\" tg-width=\"1302\" tg-height=\"833\"></p><p><blockquote></blockquote></p><p> The company pointed to growth internationally, though.</p><p><blockquote>不过，该公司指出了国际增长。</blockquote></p><p> \"This quarter, we continued strong growth internationally, including our recent launch of advertising in Brazil, and made significant progress with shopping, making it easier for people to discover and buy products they find on Pinterest,\" Chief Executive Ben Silbermann said in a news release.</p><p><blockquote>首席执行官本·西尔伯曼 (Ben Silbermann) 表示：“本季度，我们在国际上继续保持强劲增长，包括最近在巴西推出的广告，并在购物方面取得了重大进展，使人们更容易发现和购买他们在Pinterest上找到的产品。”在一份新闻稿中。</blockquote></p><p> The company reported a first-quarter loss of $21.7 million, or 3 cents a share, compared with a loss of $141.1 million, or 25 cents a share, in the year-ago period. Adjusted earnings were $83.8 million, or 11 cents a share, adjusted for stock-based compensation, depreciation and amortization and more. Revenue rose to $485.2 million from $271.9 million in the year-ago quarter.</p><p><blockquote>该公司公布第一季度亏损 2170 万美元，即每股亏损 3 美分，而去年同期亏损 1.411 亿美元，即每股亏损 25 美分。调整后收益为 8380 万美元，即每股 11 美分，调整后的股票薪酬、折旧和摊销等。收入从去年同期的 2.719 亿美元增至 4.852 亿美元。</blockquote></p><p> Analysts surveyed by FactSet had forecast earnings of 6 cents a share on revenue of $471.7 million.</p><p><blockquote>FactSet 调查的分析师预测每股收益为 6 美分，营收为 4.717 亿美元。</blockquote></p><p> Shares of Pinterest are up more than 17% year to date, and more than 288% over the past 52 weeks. By comparison, the S&amp;P 500 Index has risen 12% so far this year, and is up 50% in the past year.</p><p><blockquote>Pinterest股价今年迄今已上涨超过 17%，过去 52 周内上涨超过 288%。相比之下，标普500指数今年迄今已上涨 12%，去年上涨 50%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2130731473","content_text":"Pinterest Inc. on Tuesday reported 78% year-over-year revenue growth for the first quarter, but its user growth fell short of analysts' expectations as COVID-19 pandemic restrictions eased.\nThe online-pinboard company said its global monthly active users rose 30% year over year to 478 million. Analysts had forecast that number to be slightly higher than 480 million.\n\"Starting in mid-March, the easing of pandemic restrictions slowed U.S. MAU growth and lowered engagement year over year as people spent less time online,\" the company wrote in a letter to shareholders. \"In Q1, we saw good retention of the MAUs we gained during 2020, but we still don't know if or how long this retention will last.\"\nPinterest shares fell 10.5% after hours, after rising more than 1% in the regular session to close at $77.58.\n\nThe company pointed to growth internationally, though.\n\"This quarter, we continued strong growth internationally, including our recent launch of advertising in Brazil, and made significant progress with shopping, making it easier for people to discover and buy products they find on Pinterest,\" Chief Executive Ben Silbermann said in a news release.\nThe company reported a first-quarter loss of $21.7 million, or 3 cents a share, compared with a loss of $141.1 million, or 25 cents a share, in the year-ago period. Adjusted earnings were $83.8 million, or 11 cents a share, adjusted for stock-based compensation, depreciation and amortization and more. Revenue rose to $485.2 million from $271.9 million in the year-ago quarter.\nAnalysts surveyed by FactSet had forecast earnings of 6 cents a share on revenue of $471.7 million.\nShares of Pinterest are up more than 17% year to date, and more than 288% over the past 52 weeks. By comparison, the S&P 500 Index has risen 12% so far this year, and is up 50% in the past year.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100384270,"gmtCreate":1619581366090,"gmtModify":1634211575439,"author":{"id":"3582154728004371","authorId":"3582154728004371","name":"Gmmm","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154728004371","authorIdStr":"3582154728004371"},"themes":[],"title":"","htmlText":"HEEHAW","listText":"HEEHAW","text":"HEEHAW","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/100384270","repostId":"1124091974","repostType":4,"isVote":1,"tweetType":1,"viewCount":3302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377164638,"gmtCreate":1619507161824,"gmtModify":1634212186754,"author":{"id":"3582154728004371","authorId":"3582154728004371","name":"Gmmm","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154728004371","authorIdStr":"3582154728004371"},"themes":[],"title":"","htmlText":"Noice","listText":"Noice","text":"Noice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/377164638","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; 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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":2209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372158752,"gmtCreate":1619187413876,"gmtModify":1634287896898,"author":{"id":"3582154728004371","authorId":"3582154728004371","name":"Gmmm","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154728004371","authorIdStr":"3582154728004371"},"themes":[],"title":"","htmlText":"Good info thx","listText":"Good info thx","text":"Good info thx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372158752","repostId":"2129359566","repostType":4,"isVote":1,"tweetType":1,"viewCount":3202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":377164638,"gmtCreate":1619507161824,"gmtModify":1634212186754,"author":{"id":"3582154728004371","authorId":"3582154728004371","name":"Gmmm","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582154728004371","idStr":"3582154728004371"},"themes":[],"title":"","htmlText":"Noice","listText":"Noice","text":"Noice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/377164638","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":2209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100384270,"gmtCreate":1619581366090,"gmtModify":1634211575439,"author":{"id":"3582154728004371","authorId":"3582154728004371","name":"Gmmm","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582154728004371","idStr":"3582154728004371"},"themes":[],"title":"","htmlText":"HEEHAW","listText":"HEEHAW","text":"HEEHAW","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/100384270","repostId":"1124091974","repostType":4,"isVote":1,"tweetType":1,"viewCount":3302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372158752,"gmtCreate":1619187413876,"gmtModify":1634287896898,"author":{"id":"3582154728004371","authorId":"3582154728004371","name":"Gmmm","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582154728004371","idStr":"3582154728004371"},"themes":[],"title":"","htmlText":"Good info thx","listText":"Good info thx","text":"Good info thx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372158752","repostId":"2129359566","repostType":4,"isVote":1,"tweetType":1,"viewCount":3202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100387459,"gmtCreate":1619581444471,"gmtModify":1634211574950,"author":{"id":"3582154728004371","authorId":"3582154728004371","name":"Gmmm","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582154728004371","idStr":"3582154728004371"},"themes":[],"title":"","htmlText":"Pintrest 🙃🙃🙃","listText":"Pintrest 🙃🙃🙃","text":"Pintrest 🙃🙃🙃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/100387459","repostId":"2130731473","repostType":4,"repost":{"id":"2130731473","kind":"highlight","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619566911,"share":"https://www.laohunote.com/m/news/2130731473?lang=zh_CN&edition=full","pubTime":"2021-04-28 07:41","market":"us","language":"en","title":"Pinterest shares sink as easing of pandemic restrictions weighs on user growth<blockquote>由于大流行限制放松拖累用户增长，Pinterest股价下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2130731473","media":"Tiger Newspress","summary":"Pinterest Inc. on Tuesday reported 78% year-over-year revenue growth for the first quarter, but its ","content":"<p>Pinterest Inc. on Tuesday reported 78% year-over-year revenue growth for the first quarter, but its user growth fell short of analysts' expectations as COVID-19 pandemic restrictions eased.</p><p><blockquote>Pinterest公司周二公布第一季度收入同比增长 78%，但随着 COVID-19 大流行限制的放松，其用户增长低于分析师的预期。</blockquote></p><p> The online-pinboard company said its global monthly active users rose 30% year over year to 478 million. Analysts had forecast that number to be slightly higher than 480 million.</p><p><blockquote>这家在线插板公司表示，其全球月活跃用户同比增长 30%，达到 4.78 亿。分析师此前预测这一数字将略高于 4.8 亿。</blockquote></p><p> \"Starting in mid-March, the easing of pandemic restrictions slowed U.S. MAU growth and lowered engagement year over year as people spent less time online,\" the company wrote in a letter to shareholders. \"In Q1, we saw good retention of the MAUs we gained during 2020, but we still don't know if or how long this retention will last.\"</p><p><blockquote>该公司在致股东的信中写道：“从 3 月中旬开始，随着人们上网时间减少，疫情限制的放松减缓了美国 MAU 增长，并导致参与度逐年下降。”“在第一季度，我们看到 2020 年获得的 MAU 得到了良好的保留，但我们仍然不知道这种保留是否或会持续多久。”</blockquote></p><p> Pinterest&nbsp;shares fell 10.5% after hours, after rising more than 1% in the regular session to close at $77.58.</p><p><blockquote>Pinterest股价盘后下跌 10.5%，常规交易时段上涨超过 1%，收于 77.58 美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/250886ffe9ed7924dc5d464864f72418\" tg-width=\"1302\" tg-height=\"833\"></p><p><blockquote></blockquote></p><p> The company pointed to growth internationally, though.</p><p><blockquote>不过，该公司指出了国际增长。</blockquote></p><p> \"This quarter, we continued strong growth internationally, including our recent launch of advertising in Brazil, and made significant progress with shopping, making it easier for people to discover and buy products they find on Pinterest,\" Chief Executive Ben Silbermann said in a news release.</p><p><blockquote>首席执行官本·西尔伯曼 (Ben Silbermann) 表示：“本季度，我们在国际上继续保持强劲增长，包括最近在巴西推出的广告，并在购物方面取得了重大进展，使人们更容易发现和购买他们在Pinterest上找到的产品。”在一份新闻稿中。</blockquote></p><p> The company reported a first-quarter loss of $21.7 million, or 3 cents a share, compared with a loss of $141.1 million, or 25 cents a share, in the year-ago period. Adjusted earnings were $83.8 million, or 11 cents a share, adjusted for stock-based compensation, depreciation and amortization and more. Revenue rose to $485.2 million from $271.9 million in the year-ago quarter.</p><p><blockquote>该公司公布第一季度亏损 2170 万美元，即每股亏损 3 美分，而去年同期亏损 1.411 亿美元，即每股亏损 25 美分。调整后收益为 8380 万美元，即每股 11 美分，调整后的股票薪酬、折旧和摊销等。收入从去年同期的 2.719 亿美元增至 4.852 亿美元。</blockquote></p><p> Analysts surveyed by FactSet had forecast earnings of 6 cents a share on revenue of $471.7 million.</p><p><blockquote>FactSet 调查的分析师预测每股收益为 6 美分，营收为 4.717 亿美元。</blockquote></p><p> Shares of Pinterest are up more than 17% year to date, and more than 288% over the past 52 weeks. By comparison, the S&amp;P 500 Index has risen 12% so far this year, and is up 50% in the past year.</p><p><blockquote>Pinterest股价今年迄今已上涨超过 17%，过去 52 周内上涨超过 288%。相比之下，标普500指数今年迄今已上涨 12%，去年上涨 50%。</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>Pinterest shares sink as easing of pandemic restrictions weighs on user growth<blockquote>由于大流行限制放松拖累用户增长，Pinterest股价下跌</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\">\nPinterest shares sink as easing of pandemic restrictions weighs on user growth<blockquote>由于大流行限制放松拖累用户增长，Pinterest股价下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-04-28 07:41</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Pinterest Inc. on Tuesday reported 78% year-over-year revenue growth for the first quarter, but its user growth fell short of analysts' expectations as COVID-19 pandemic restrictions eased.</p><p><blockquote>Pinterest公司周二公布第一季度收入同比增长 78%，但随着 COVID-19 大流行限制的放松，其用户增长低于分析师的预期。</blockquote></p><p> The online-pinboard company said its global monthly active users rose 30% year over year to 478 million. Analysts had forecast that number to be slightly higher than 480 million.</p><p><blockquote>这家在线插板公司表示，其全球月活跃用户同比增长 30%，达到 4.78 亿。分析师此前预测这一数字将略高于 4.8 亿。</blockquote></p><p> \"Starting in mid-March, the easing of pandemic restrictions slowed U.S. MAU growth and lowered engagement year over year as people spent less time online,\" the company wrote in a letter to shareholders. \"In Q1, we saw good retention of the MAUs we gained during 2020, but we still don't know if or how long this retention will last.\"</p><p><blockquote>该公司在致股东的信中写道：“从 3 月中旬开始，随着人们上网时间减少，疫情限制的放松减缓了美国 MAU 增长，并导致参与度逐年下降。”“在第一季度，我们看到 2020 年获得的 MAU 得到了良好的保留，但我们仍然不知道这种保留是否或会持续多久。”</blockquote></p><p> Pinterest&nbsp;shares fell 10.5% after hours, after rising more than 1% in the regular session to close at $77.58.</p><p><blockquote>Pinterest股价盘后下跌 10.5%，常规交易时段上涨超过 1%，收于 77.58 美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/250886ffe9ed7924dc5d464864f72418\" tg-width=\"1302\" tg-height=\"833\"></p><p><blockquote></blockquote></p><p> The company pointed to growth internationally, though.</p><p><blockquote>不过，该公司指出了国际增长。</blockquote></p><p> \"This quarter, we continued strong growth internationally, including our recent launch of advertising in Brazil, and made significant progress with shopping, making it easier for people to discover and buy products they find on Pinterest,\" Chief Executive Ben Silbermann said in a news release.</p><p><blockquote>首席执行官本·西尔伯曼 (Ben Silbermann) 表示：“本季度，我们在国际上继续保持强劲增长，包括最近在巴西推出的广告，并在购物方面取得了重大进展，使人们更容易发现和购买他们在Pinterest上找到的产品。”在一份新闻稿中。</blockquote></p><p> The company reported a first-quarter loss of $21.7 million, or 3 cents a share, compared with a loss of $141.1 million, or 25 cents a share, in the year-ago period. Adjusted earnings were $83.8 million, or 11 cents a share, adjusted for stock-based compensation, depreciation and amortization and more. Revenue rose to $485.2 million from $271.9 million in the year-ago quarter.</p><p><blockquote>该公司公布第一季度亏损 2170 万美元，即每股亏损 3 美分，而去年同期亏损 1.411 亿美元，即每股亏损 25 美分。调整后收益为 8380 万美元，即每股 11 美分，调整后的股票薪酬、折旧和摊销等。收入从去年同期的 2.719 亿美元增至 4.852 亿美元。</blockquote></p><p> Analysts surveyed by FactSet had forecast earnings of 6 cents a share on revenue of $471.7 million.</p><p><blockquote>FactSet 调查的分析师预测每股收益为 6 美分，营收为 4.717 亿美元。</blockquote></p><p> Shares of Pinterest are up more than 17% year to date, and more than 288% over the past 52 weeks. By comparison, the S&amp;P 500 Index has risen 12% so far this year, and is up 50% in the past year.</p><p><blockquote>Pinterest股价今年迄今已上涨超过 17%，过去 52 周内上涨超过 288%。相比之下，标普500指数今年迄今已上涨 12%，去年上涨 50%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2130731473","content_text":"Pinterest Inc. on Tuesday reported 78% year-over-year revenue growth for the first quarter, but its user growth fell short of analysts' expectations as COVID-19 pandemic restrictions eased.\nThe online-pinboard company said its global monthly active users rose 30% year over year to 478 million. Analysts had forecast that number to be slightly higher than 480 million.\n\"Starting in mid-March, the easing of pandemic restrictions slowed U.S. MAU growth and lowered engagement year over year as people spent less time online,\" the company wrote in a letter to shareholders. \"In Q1, we saw good retention of the MAUs we gained during 2020, but we still don't know if or how long this retention will last.\"\nPinterest shares fell 10.5% after hours, after rising more than 1% in the regular session to close at $77.58.\n\nThe company pointed to growth internationally, though.\n\"This quarter, we continued strong growth internationally, including our recent launch of advertising in Brazil, and made significant progress with shopping, making it easier for people to discover and buy products they find on Pinterest,\" Chief Executive Ben Silbermann said in a news release.\nThe company reported a first-quarter loss of $21.7 million, or 3 cents a share, compared with a loss of $141.1 million, or 25 cents a share, in the year-ago period. Adjusted earnings were $83.8 million, or 11 cents a share, adjusted for stock-based compensation, depreciation and amortization and more. Revenue rose to $485.2 million from $271.9 million in the year-ago quarter.\nAnalysts surveyed by FactSet had forecast earnings of 6 cents a share on revenue of $471.7 million.\nShares of Pinterest are up more than 17% year to date, and more than 288% over the past 52 weeks. By comparison, the S&P 500 Index has risen 12% so far this year, and is up 50% in the past year.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}