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ttm17396

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2021-06-15

That's great

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2021-06-14

In Lisa Su we trust! Great execution by AMD in datacenter.

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

2021-06-14

Good news!

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2021-06-14

AMD too

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2021-06-14

Again?

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2021-06-14

surprising

What to Expect in This Week’s Federal Reserve Meeting<blockquote>本周美联储会议有何期待</blockquote>

2021-06-14

Renewable energy ftw

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2021-06-14

Buy?

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2021-06-14

Let's go PDD

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2021-06-14

Going up!

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2021-06-14

Agree.buy buy buy

Semiconductor Watchlist: Jim Cramer Says to Own Nvidia, AMD and Broadcom<blockquote>半导体观察名单：吉姆·克莱默表示将拥有英伟达、AMD和博通</blockquote>

2021-06-14

To the moon. 400

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Great execution by AMD in datacenter.&nbsp;","listText":"In Lisa Su we trust! Great execution by AMD in datacenter.&nbsp;","text":"In Lisa Su we trust! Great execution by AMD in datacenter.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/185729263","repostId":"1163127718","repostType":4,"repost":{"id":"1163127718","kind":"news","pubTimestamp":1623640604,"share":"https://www.laohu8.com/m/news/1163127718?lang=zh_CN&edition=full","pubTime":"2021-06-14 11:16","market":"us","language":"en","title":"AMD’s stock has been left behind, but not for long — here’s why<blockquote>AMD的股票已经落后，但不会太久——原因如下</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163127718","media":"MarketWatch","summary":"Advanced Micro Devices has a slew of new cutting-edge products, not to mention a key acquisition, to","content":"<p>Advanced Micro Devices has a slew of new cutting-edge products, not to mention a key acquisition, to accelerate growth.</p><p><blockquote>Advanced Micro Devices拥有一系列新的尖端产品，更不用说一项关键收购来加速增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b46f527aa40d36fd2c1a5697760ca79d\" tg-width=\"1260\" tg-height=\"840\"><span>(GETTY IMAGES)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（盖蒂图片社）</span></p></blockquote></p><p> Technology as a sector still looks like a buy after a recent rebound, but&nbsp;one chip stock stands out in particular.</p><p><blockquote>在最近的反弹之后，科技作为一个行业看起来仍然值得买入，但一只芯片股尤其突出。</blockquote></p><p> While the iShares PHLX Semiconductor ETF&nbsp;and Nvidia Corp.NVDAhave recovered from their May swoons, Advanced Micro Devices Inc.&nbsp;hasn’t yet fully rebounded. This makes the stock look like one to own, even though it is up 517% since I last suggested itin February 2017, compared with gains of 80% for the S&amp;P 500&nbsp;and 140% for Nasdaq Composite Index.</p><p><blockquote>虽然iShares PHLX Semiconductor ETF和Nvidia Corp.NVDA已经从5月份的低迷中恢复过来，但Advanced Micro Devices Inc.尚未完全反弹。这使得该股看起来值得持有，尽管自我上次在2017年2月建议该股以来，该股已上涨517%，而标普500和纳斯达克综合指数分别上涨了80%和140%。</blockquote></p><p> Let’s take a look at why, and how AMD stacks up against competitors.</p><p><blockquote>让我们来看看为什么，以及AMD如何与竞争对手相比。</blockquote></p><p> <b>Key dynamics</b></p><p><blockquote><b>关键动态</b></blockquote></p><p> Advanced Micro Devices designs central processing units (CPUs) and graphics processing units (GPUs) used in data center servers, PCs and videogame consoles. That makes it a play on two of the biggest trends in tech right now — migration to the cloud and videogame hardware. Historically, the company lagged Intel Corp..But it has now surpassed its rival because of innovative chip designs and manufacturing issues at Intel.</p><p><blockquote>Advanced Micro Devices设计用于数据中心服务器、PC和视频游戏机的中央处理器（CPU）和图形处理器（GPU）。这使得它成为目前科技领域两大趋势的一部分——向云和视频游戏硬件的迁移。从历史上看，该公司落后于英特尔公司。但由于英特尔的创新芯片设计和制造问题，它现在已经超过了竞争对手。</blockquote></p><p> Over the past few years, AMD has rolled out highly competitive lines of chips, thanks to the leadership of CEO Lisa Su, who took the helm in 2014, says tech analyst Peter Karazeris at Thrivent. This put AMD back in the game. AMD’s EPYC series of processors for servers has been endorsed by broad usage among the main cloud providers — including Amazon Inc.,Alphabet Inc.,Microsoft Corp.,Oracle Corp.&nbsp;and Tencent Holdings Ltd.AMD’s Radeon GPUs for gaming hardware and its Ryzen line of chips used in PCs and laptops are equally successful.</p><p><blockquote>Thrivent的技术分析师Peter Karazeris表示，在2014年上任的首席执行官Lisa Su的领导下，AMD推出了极具竞争力的芯片系列。这让AMD重新回到了游戏中。AMD用于服务器的EPYC系列处理器已得到主要云提供商的广泛使用，包括亚马逊公司、Alphabet公司、微软公司、甲骨文公司和腾讯控股控股有限公司。AMD用于游戏硬件的Radeon GPU及其用于PC和笔记本电脑的Ryzen系列芯片同样成功。</blockquote></p><p> Besides better chip design, AMD has pulled ahead by drawing on advanced manufacturing capabilities of Taiwan Semiconductor&nbsp;Manufacturing Co. Ltd.,which can pack more punch in chips through the use of smaller, 7 nanometer transistors. Intel is stuck back at 10 nanometers.</p><p><blockquote>除了更好的芯片设计，AMD还通过利用台积电制造有限公司的先进制造能力取得了领先，该公司可以通过使用更小的7纳米晶体管来封装更多的芯片。英特尔被困在10纳米。</blockquote></p><p> Here’s the upshot in all of this: AMD is a solid play on the megatrend of cloud computing and the related data center buildout. It’s a bet on the increasing complexity of artificial intelligence and big data analytics. And its GPU chips give Nvidia a run for the money. That makes AMD a play on the new Xbox and Sony PlayStation console upgrade cycle and the potential release of a new Nintendo Switch later this year. AMD is also now a serious contender in PCs and notebooks.</p><p><blockquote>这一切的结果是：AMD在云计算和相关数据中心建设的大趋势中发挥了坚实的作用。这是对人工智能和大数据分析日益复杂的押注。它的GPU芯片让英伟达物有所值。这使得AMD在新的Xbox和索尼PlayStation游戏机升级周期中发挥了作用，并有可能在今年晚些时候发布新的任天堂Switch。AMD现在也是个人电脑和笔记本电脑的有力竞争者。</blockquote></p><p> “Our goal at AMD is to really be the leader in the high-performance computing wave,” says Su.</p><p><blockquote>“我们AMD的目标是真正成为高性能计算浪潮的领导者，”Su说。</blockquote></p><p> She’s getting her way, and you can see the success in the numbers. First-quarter sales grew 93% year-over-year and 6% sequentially. AMD guided for 50% sales growth for the year, up from prior guidance of 37% growth.</p><p><blockquote>她正在如愿以偿，你可以从数字中看到成功。第一季度销售额同比增长93%，环比增长6%。AMD预计今年销售额增长50%，高于之前37%的增长指引。</blockquote></p><p> “We believe this guidance should be easily attainable, particularly as Intel deals with manufacturing challenges,” says Morningstar analyst Abhinav Davuluri.</p><p><blockquote>晨星分析师Abhinav Davuluri表示：“我们相信这一指导应该很容易实现，特别是在英特尔应对制造挑战的情况下。”</blockquote></p><p> In CPUs, sales are growing faster than those of the overall industry, which tells us AMD is gaining share from competitors.</p><p><blockquote>在CPU领域，销售额的增长速度快于整个行业，这告诉我们AMD正在从竞争对手那里获得份额。</blockquote></p><p> “We expect continued share growth through the balance of the year and into 2022,” says Goldman Sachs analyst Toshiya Hari, who has a buy rating and a $106 price target on AMD. The chip company is on Goldman’s “conviction list” of highly favored companies.</p><p><blockquote>高盛分析师Toshiya Hari表示：“我们预计今年剩余时间和2022年股价将持续增长。”他对AMD给予买入评级和106美元的目标价。这家芯片公司在高盛高度青睐公司的“定罪名单”上。</blockquote></p><p> Here’s how AMD stacks up against competitors in terms of growth in the most recent quarter, profit margins and valuation:</p><p><blockquote>以下是AMD在最近一个季度的增长、利润率和估值方面与竞争对手的比较：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc890546f0d4079834223660e88bc00d\" tg-width=\"1260\" tg-height=\"387\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Cash and cash flow</b></p><p><blockquote><b>现金及现金流量</b></blockquote></p><p> Big cash positions and solid cash flow are positives for investors because they give companies freedom that comes from reliance on banks for financing. Strong cash positions also support investor-friendly moves, such as buybacks and dividends.</p><p><blockquote>大量现金头寸和稳健的现金流对投资者来说是积极的，因为它们为公司提供了依赖银行融资的自由。强劲的现金头寸也支持对投资者友好的举措，例如回购和股息。</blockquote></p><p> Thanks to all the growth, AMD’s cash position rose sharply last year to $2.3 billion, from $1.5 billion in 2019. AMD doesn’t pay a dividend, but its board recently approved a large $4 billion share repurchase. As the company’s first big return of cash to shareholders, this represents about 4% of AMD’s market capitalization. It also signals the company’s confidence in its business and ability to continue generating solid free cash flow despite rising concerns about intensifying competition, says Deutsche Bank analyst Ross Seymore.</p><p><blockquote>得益于所有的增长，AMD的现金头寸从2019年的15亿美元大幅上升至去年的23亿美元。AMD不支付股息，但其董事会最近批准了40亿美元的巨额股票回购。作为该公司首次向股东返还大笔现金，这约占AMD市值的4%。德意志银行分析师罗斯·西莫尔表示，这也表明该公司对其业务充满信心，尽管人们越来越担心竞争加剧，但仍有能力继续产生稳定的自由现金流。</blockquote></p><p> Here’s a look at AMD’s cash position and cash flow&nbsp; growth, relative to competitors. The numbers for Marvell Technology Inc.&nbsp;are through Jan. 30, 2021. The rest are for the first quarter:</p><p><blockquote>以下是AMD相对于竞争对手的现金状况和现金流增长情况。Marvell Technology Inc.的数据截至2021年1月30日。其余为第一季度：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/798ea9650ce6e4247ba91b6912e48a82\" tg-width=\"1260\" tg-height=\"453\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Global reach</b></p><p><blockquote><b>全球影响力</b></blockquote></p><p></p><p> AMD books sales in many regions. That’s a positive when global growth is as strong as it is now — lifted by $30 trillion in fiscal and monetary stimulus worldwide. Big exposure to China could be a risk because of U.S.-China tensions, but this issue seems to be diminishing a bit under President Biden, at least so far.</p><p><blockquote>AMD在许多地区都有销售记录。当全球经济增长像现在这样强劲时，这是一个积极的因素——在全球30万亿美元的财政和货币刺激措施的推动下。由于美中紧张局势，大量接触中国可能是一种风险，但在拜登总统的领导下，这个问题似乎有所减少，至少到目前为止是这样。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04e42a7c55f914ecd7ddb2cbf8562253\" tg-width=\"1259\" tg-height=\"772\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Stock valuation and performance</b></p><p><blockquote><b>股票估值和表现</b></blockquote></p><p> By most measures, AMD is the second-priciest stock in its group. But given the growth, it’s justified.</p><p><blockquote>从大多数指标来看，AMD是同类股票中第二贵的股票。但考虑到增长，这是合理的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b26407edc4248424b878d3024bb9ac2\" tg-width=\"1260\" tg-height=\"550\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Wall Street’s opinion</b></p><p><blockquote><b>华尔街的观点</b></blockquote></p><p> As a group, Wall Street analysts are predicting the biggest gains for AMD, among all the companies in its space. It’s also notable that only 61% of analysts have a buy rating, lower than the percentages for Nvidia, Broadcom Inc.,Marvell and Analog Devices Inc..For investors, this is a positive because it tells us there’s more room for sell-side analysts to turn bullish and drive their clients into the name.</p><p><blockquote>作为一个整体，华尔街分析师预测AMD的涨幅是该领域所有公司中最大的。同样值得注意的是，只有61%的分析师给予买入评级，低于英伟达、博通公司、Marvell和ADI公司的比例。对于投资者来说，这是一个积极的因素，因为它告诉我们卖方分析师有更多的空间转向看涨并推动他们的客户进入该名称。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/995f76673215ab81971fbc2e8ace0641\" tg-width=\"1260\" tg-height=\"551\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> One big risk for AMD is that Intel stages a comeback, notes Tony Wang, a tech analyst at T. Rowe Price. Intel has done so before. But AMD still has a few tricks up its sleeve.</p><p><blockquote>T.Rowe Price科技分析师Tony Wang指出，AMD面临的一大风险是英特尔卷土重来。英特尔以前也这样做过。但AMD仍然有一些锦囊妙计。</blockquote></p><p> It recently launched a more advanced version of its EPYC processor, codenamed Milan. This line of server chips will ramp up sales in the second half of this year. AMD is making the leap to even more efficient 5 nanometer production with a line of chips dubbed Genoa, slated for release in 2022. These two rollouts will allow AMD to continue its market-share gains against competitors including Intel, says Jefferies analyst Mark&nbsp;Lipacis — one reason he has a “buy” rating and a $110 price target on the stock.</p><p><blockquote>它最近推出了更高级版本的EPYC处理器，代号为Milan。该系列服务器芯片将在今年下半年提升销量。AMD正在向更高效的5纳米生产迈进，推出了一系列名为Genoa的芯片，计划于2022年发布。杰富瑞(Jefferies)分析师马克·利帕西斯(Mark Lipacis)表示，这两项产品的推出将使AMD在相对于英特尔等竞争对手的市场份额中继续增长，这也是他给予该股“买入”评级和110美元目标价的原因之一。</blockquote></p><p> AMD is also rolling out next-generation GPUs based on its Compute DNA (CDNA)&nbsp;chip architecture, for use in data centers. And AMD’s merger with Xilinx Inc.&nbsp;later this year should help AMD produce even more sophisticated chips by incorporating Xilinx’s field-programmable gate array (FPGA) capabilities into its chip designs. FPGA gives customers more leeway to customize chips for their own needs.</p><p><blockquote>AMD还推出了基于其计算DNA（CDNA）芯片架构的下一代GPU，用于数据中心。AMD今年晚些时候与Xilinx Inc.的合并应该会通过将Xilinx的现场可编程门阵列（FPGA）功能整合到其芯片设计中来帮助AMD生产更复杂的芯片。FPGA为客户提供了更多的余地，可以根据自己的需求定制芯片。</blockquote></p><p> Other risks include the cyclical nature of the chip industry and the unpredictable demand from consumers and companies as economic growth rates change. One more threat is the broader adoption of competing chips based on ARM (advanced RISC machines) technology.</p><p><blockquote>其他风险包括芯片行业的周期性，以及随着经济增长率的变化，消费者和企业的需求不可预测。另一个威胁是基于ARM（高级RISC机器）技术的竞争芯片的更广泛采用。</blockquote></p><p> <b>Important dates</b></p><p><blockquote><b>重要日期</b></blockquote></p><p> <b>July 26:</b>Second-quarter earnings release.</p><p><blockquote><b>7月26日：</b>第二季度财报发布。</blockquote></p><p> <b>Oct. 25:</b>Third-quarter earnings release.</p><p><blockquote><b>10月25日：</b>第三季度财报发布。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD’s stock has been left behind, but not for long — here’s why<blockquote>AMD的股票已经落后，但不会太久——原因如下</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD’s stock has been left behind, but not for long — here’s why<blockquote>AMD的股票已经落后，但不会太久——原因如下</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-06-14 11:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Advanced Micro Devices has a slew of new cutting-edge products, not to mention a key acquisition, to accelerate growth.</p><p><blockquote>Advanced Micro Devices拥有一系列新的尖端产品，更不用说一项关键收购来加速增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b46f527aa40d36fd2c1a5697760ca79d\" tg-width=\"1260\" tg-height=\"840\"><span>(GETTY IMAGES)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（盖蒂图片社）</span></p></blockquote></p><p> Technology as a sector still looks like a buy after a recent rebound, but&nbsp;one chip stock stands out in particular.</p><p><blockquote>在最近的反弹之后，科技作为一个行业看起来仍然值得买入，但一只芯片股尤其突出。</blockquote></p><p> While the iShares PHLX Semiconductor ETF&nbsp;and Nvidia Corp.NVDAhave recovered from their May swoons, Advanced Micro Devices Inc.&nbsp;hasn’t yet fully rebounded. This makes the stock look like one to own, even though it is up 517% since I last suggested itin February 2017, compared with gains of 80% for the S&amp;P 500&nbsp;and 140% for Nasdaq Composite Index.</p><p><blockquote>虽然iShares PHLX Semiconductor ETF和Nvidia Corp.NVDA已经从5月份的低迷中恢复过来，但Advanced Micro Devices Inc.尚未完全反弹。这使得该股看起来值得持有，尽管自我上次在2017年2月建议该股以来，该股已上涨517%，而标普500和纳斯达克综合指数分别上涨了80%和140%。</blockquote></p><p> Let’s take a look at why, and how AMD stacks up against competitors.</p><p><blockquote>让我们来看看为什么，以及AMD如何与竞争对手相比。</blockquote></p><p> <b>Key dynamics</b></p><p><blockquote><b>关键动态</b></blockquote></p><p> Advanced Micro Devices designs central processing units (CPUs) and graphics processing units (GPUs) used in data center servers, PCs and videogame consoles. That makes it a play on two of the biggest trends in tech right now — migration to the cloud and videogame hardware. Historically, the company lagged Intel Corp..But it has now surpassed its rival because of innovative chip designs and manufacturing issues at Intel.</p><p><blockquote>Advanced Micro Devices设计用于数据中心服务器、PC和视频游戏机的中央处理器（CPU）和图形处理器（GPU）。这使得它成为目前科技领域两大趋势的一部分——向云和视频游戏硬件的迁移。从历史上看，该公司落后于英特尔公司。但由于英特尔的创新芯片设计和制造问题，它现在已经超过了竞争对手。</blockquote></p><p> Over the past few years, AMD has rolled out highly competitive lines of chips, thanks to the leadership of CEO Lisa Su, who took the helm in 2014, says tech analyst Peter Karazeris at Thrivent. This put AMD back in the game. AMD’s EPYC series of processors for servers has been endorsed by broad usage among the main cloud providers — including Amazon Inc.,Alphabet Inc.,Microsoft Corp.,Oracle Corp.&nbsp;and Tencent Holdings Ltd.AMD’s Radeon GPUs for gaming hardware and its Ryzen line of chips used in PCs and laptops are equally successful.</p><p><blockquote>Thrivent的技术分析师Peter Karazeris表示，在2014年上任的首席执行官Lisa Su的领导下，AMD推出了极具竞争力的芯片系列。这让AMD重新回到了游戏中。AMD用于服务器的EPYC系列处理器已得到主要云提供商的广泛使用，包括亚马逊公司、Alphabet公司、微软公司、甲骨文公司和腾讯控股控股有限公司。AMD用于游戏硬件的Radeon GPU及其用于PC和笔记本电脑的Ryzen系列芯片同样成功。</blockquote></p><p> Besides better chip design, AMD has pulled ahead by drawing on advanced manufacturing capabilities of Taiwan Semiconductor&nbsp;Manufacturing Co. Ltd.,which can pack more punch in chips through the use of smaller, 7 nanometer transistors. Intel is stuck back at 10 nanometers.</p><p><blockquote>除了更好的芯片设计，AMD还通过利用台积电制造有限公司的先进制造能力取得了领先，该公司可以通过使用更小的7纳米晶体管来封装更多的芯片。英特尔被困在10纳米。</blockquote></p><p> Here’s the upshot in all of this: AMD is a solid play on the megatrend of cloud computing and the related data center buildout. It’s a bet on the increasing complexity of artificial intelligence and big data analytics. And its GPU chips give Nvidia a run for the money. That makes AMD a play on the new Xbox and Sony PlayStation console upgrade cycle and the potential release of a new Nintendo Switch later this year. AMD is also now a serious contender in PCs and notebooks.</p><p><blockquote>这一切的结果是：AMD在云计算和相关数据中心建设的大趋势中发挥了坚实的作用。这是对人工智能和大数据分析日益复杂的押注。它的GPU芯片让英伟达物有所值。这使得AMD在新的Xbox和索尼PlayStation游戏机升级周期中发挥了作用，并有可能在今年晚些时候发布新的任天堂Switch。AMD现在也是个人电脑和笔记本电脑的有力竞争者。</blockquote></p><p> “Our goal at AMD is to really be the leader in the high-performance computing wave,” says Su.</p><p><blockquote>“我们AMD的目标是真正成为高性能计算浪潮的领导者，”Su说。</blockquote></p><p> She’s getting her way, and you can see the success in the numbers. First-quarter sales grew 93% year-over-year and 6% sequentially. AMD guided for 50% sales growth for the year, up from prior guidance of 37% growth.</p><p><blockquote>她正在如愿以偿，你可以从数字中看到成功。第一季度销售额同比增长93%，环比增长6%。AMD预计今年销售额增长50%，高于之前37%的增长指引。</blockquote></p><p> “We believe this guidance should be easily attainable, particularly as Intel deals with manufacturing challenges,” says Morningstar analyst Abhinav Davuluri.</p><p><blockquote>晨星分析师Abhinav Davuluri表示：“我们相信这一指导应该很容易实现，特别是在英特尔应对制造挑战的情况下。”</blockquote></p><p> In CPUs, sales are growing faster than those of the overall industry, which tells us AMD is gaining share from competitors.</p><p><blockquote>在CPU领域，销售额的增长速度快于整个行业，这告诉我们AMD正在从竞争对手那里获得份额。</blockquote></p><p> “We expect continued share growth through the balance of the year and into 2022,” says Goldman Sachs analyst Toshiya Hari, who has a buy rating and a $106 price target on AMD. The chip company is on Goldman’s “conviction list” of highly favored companies.</p><p><blockquote>高盛分析师Toshiya Hari表示：“我们预计今年剩余时间和2022年股价将持续增长。”他对AMD给予买入评级和106美元的目标价。这家芯片公司在高盛高度青睐公司的“定罪名单”上。</blockquote></p><p> Here’s how AMD stacks up against competitors in terms of growth in the most recent quarter, profit margins and valuation:</p><p><blockquote>以下是AMD在最近一个季度的增长、利润率和估值方面与竞争对手的比较：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc890546f0d4079834223660e88bc00d\" tg-width=\"1260\" tg-height=\"387\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Cash and cash flow</b></p><p><blockquote><b>现金及现金流量</b></blockquote></p><p> Big cash positions and solid cash flow are positives for investors because they give companies freedom that comes from reliance on banks for financing. Strong cash positions also support investor-friendly moves, such as buybacks and dividends.</p><p><blockquote>大量现金头寸和稳健的现金流对投资者来说是积极的，因为它们为公司提供了依赖银行融资的自由。强劲的现金头寸也支持对投资者友好的举措，例如回购和股息。</blockquote></p><p> Thanks to all the growth, AMD’s cash position rose sharply last year to $2.3 billion, from $1.5 billion in 2019. AMD doesn’t pay a dividend, but its board recently approved a large $4 billion share repurchase. As the company’s first big return of cash to shareholders, this represents about 4% of AMD’s market capitalization. It also signals the company’s confidence in its business and ability to continue generating solid free cash flow despite rising concerns about intensifying competition, says Deutsche Bank analyst Ross Seymore.</p><p><blockquote>得益于所有的增长，AMD的现金头寸从2019年的15亿美元大幅上升至去年的23亿美元。AMD不支付股息，但其董事会最近批准了40亿美元的巨额股票回购。作为该公司首次向股东返还大笔现金，这约占AMD市值的4%。德意志银行分析师罗斯·西莫尔表示，这也表明该公司对其业务充满信心，尽管人们越来越担心竞争加剧，但仍有能力继续产生稳定的自由现金流。</blockquote></p><p> Here’s a look at AMD’s cash position and cash flow&nbsp; growth, relative to competitors. The numbers for Marvell Technology Inc.&nbsp;are through Jan. 30, 2021. The rest are for the first quarter:</p><p><blockquote>以下是AMD相对于竞争对手的现金状况和现金流增长情况。Marvell Technology Inc.的数据截至2021年1月30日。其余为第一季度：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/798ea9650ce6e4247ba91b6912e48a82\" tg-width=\"1260\" tg-height=\"453\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Global reach</b></p><p><blockquote><b>全球影响力</b></blockquote></p><p></p><p> AMD books sales in many regions. That’s a positive when global growth is as strong as it is now — lifted by $30 trillion in fiscal and monetary stimulus worldwide. Big exposure to China could be a risk because of U.S.-China tensions, but this issue seems to be diminishing a bit under President Biden, at least so far.</p><p><blockquote>AMD在许多地区都有销售记录。当全球经济增长像现在这样强劲时，这是一个积极的因素——在全球30万亿美元的财政和货币刺激措施的推动下。由于美中紧张局势，大量接触中国可能是一种风险，但在拜登总统的领导下，这个问题似乎有所减少，至少到目前为止是这样。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04e42a7c55f914ecd7ddb2cbf8562253\" tg-width=\"1259\" tg-height=\"772\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Stock valuation and performance</b></p><p><blockquote><b>股票估值和表现</b></blockquote></p><p> By most measures, AMD is the second-priciest stock in its group. But given the growth, it’s justified.</p><p><blockquote>从大多数指标来看，AMD是同类股票中第二贵的股票。但考虑到增长，这是合理的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b26407edc4248424b878d3024bb9ac2\" tg-width=\"1260\" tg-height=\"550\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Wall Street’s opinion</b></p><p><blockquote><b>华尔街的观点</b></blockquote></p><p> As a group, Wall Street analysts are predicting the biggest gains for AMD, among all the companies in its space. It’s also notable that only 61% of analysts have a buy rating, lower than the percentages for Nvidia, Broadcom Inc.,Marvell and Analog Devices Inc..For investors, this is a positive because it tells us there’s more room for sell-side analysts to turn bullish and drive their clients into the name.</p><p><blockquote>作为一个整体，华尔街分析师预测AMD的涨幅是该领域所有公司中最大的。同样值得注意的是，只有61%的分析师给予买入评级，低于英伟达、博通公司、Marvell和ADI公司的比例。对于投资者来说，这是一个积极的因素，因为它告诉我们卖方分析师有更多的空间转向看涨并推动他们的客户进入该名称。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/995f76673215ab81971fbc2e8ace0641\" tg-width=\"1260\" tg-height=\"551\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> One big risk for AMD is that Intel stages a comeback, notes Tony Wang, a tech analyst at T. Rowe Price. Intel has done so before. But AMD still has a few tricks up its sleeve.</p><p><blockquote>T.Rowe Price科技分析师Tony Wang指出，AMD面临的一大风险是英特尔卷土重来。英特尔以前也这样做过。但AMD仍然有一些锦囊妙计。</blockquote></p><p> It recently launched a more advanced version of its EPYC processor, codenamed Milan. This line of server chips will ramp up sales in the second half of this year. AMD is making the leap to even more efficient 5 nanometer production with a line of chips dubbed Genoa, slated for release in 2022. These two rollouts will allow AMD to continue its market-share gains against competitors including Intel, says Jefferies analyst Mark&nbsp;Lipacis — one reason he has a “buy” rating and a $110 price target on the stock.</p><p><blockquote>它最近推出了更高级版本的EPYC处理器，代号为Milan。该系列服务器芯片将在今年下半年提升销量。AMD正在向更高效的5纳米生产迈进，推出了一系列名为Genoa的芯片，计划于2022年发布。杰富瑞(Jefferies)分析师马克·利帕西斯(Mark Lipacis)表示，这两项产品的推出将使AMD在相对于英特尔等竞争对手的市场份额中继续增长，这也是他给予该股“买入”评级和110美元目标价的原因之一。</blockquote></p><p> AMD is also rolling out next-generation GPUs based on its Compute DNA (CDNA)&nbsp;chip architecture, for use in data centers. And AMD’s merger with Xilinx Inc.&nbsp;later this year should help AMD produce even more sophisticated chips by incorporating Xilinx’s field-programmable gate array (FPGA) capabilities into its chip designs. FPGA gives customers more leeway to customize chips for their own needs.</p><p><blockquote>AMD还推出了基于其计算DNA（CDNA）芯片架构的下一代GPU，用于数据中心。AMD今年晚些时候与Xilinx Inc.的合并应该会通过将Xilinx的现场可编程门阵列（FPGA）功能整合到其芯片设计中来帮助AMD生产更复杂的芯片。FPGA为客户提供了更多的余地，可以根据自己的需求定制芯片。</blockquote></p><p> Other risks include the cyclical nature of the chip industry and the unpredictable demand from consumers and companies as economic growth rates change. One more threat is the broader adoption of competing chips based on ARM (advanced RISC machines) technology.</p><p><blockquote>其他风险包括芯片行业的周期性，以及随着经济增长率的变化，消费者和企业的需求不可预测。另一个威胁是基于ARM（高级RISC机器）技术的竞争芯片的更广泛采用。</blockquote></p><p> <b>Important dates</b></p><p><blockquote><b>重要日期</b></blockquote></p><p> <b>July 26:</b>Second-quarter earnings release.</p><p><blockquote><b>7月26日：</b>第二季度财报发布。</blockquote></p><p> <b>Oct. 25:</b>Third-quarter earnings release.</p><p><blockquote><b>10月25日：</b>第三季度财报发布。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/amds-stock-has-been-left-behind-but-not-for-long-heres-why-11623343634?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.marketwatch.com/story/amds-stock-has-been-left-behind-but-not-for-long-heres-why-11623343634?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163127718","content_text":"Advanced Micro Devices has a slew of new cutting-edge products, not to mention a key acquisition, to accelerate growth.\n(GETTY IMAGES)\nTechnology as a sector still looks like a buy after a recent rebound, but one chip stock stands out in particular.\nWhile the iShares PHLX Semiconductor ETF and Nvidia Corp.NVDAhave recovered from their May swoons, Advanced Micro Devices Inc. hasn’t yet fully rebounded. This makes the stock look like one to own, even though it is up 517% since I last suggested itin February 2017, compared with gains of 80% for the S&P 500 and 140% for Nasdaq Composite Index.\nLet’s take a look at why, and how AMD stacks up against competitors.\nKey dynamics\nAdvanced Micro Devices designs central processing units (CPUs) and graphics processing units (GPUs) used in data center servers, PCs and videogame consoles. That makes it a play on two of the biggest trends in tech right now — migration to the cloud and videogame hardware. Historically, the company lagged Intel Corp..But it has now surpassed its rival because of innovative chip designs and manufacturing issues at Intel.\nOver the past few years, AMD has rolled out highly competitive lines of chips, thanks to the leadership of CEO Lisa Su, who took the helm in 2014, says tech analyst Peter Karazeris at Thrivent. This put AMD back in the game. AMD’s EPYC series of processors for servers has been endorsed by broad usage among the main cloud providers — including Amazon Inc.,Alphabet Inc.,Microsoft Corp.,Oracle Corp. and Tencent Holdings Ltd.AMD’s Radeon GPUs for gaming hardware and its Ryzen line of chips used in PCs and laptops are equally successful.\nBesides better chip design, AMD has pulled ahead by drawing on advanced manufacturing capabilities of Taiwan Semiconductor Manufacturing Co. Ltd.,which can pack more punch in chips through the use of smaller, 7 nanometer transistors. Intel is stuck back at 10 nanometers.\nHere’s the upshot in all of this: AMD is a solid play on the megatrend of cloud computing and the related data center buildout. It’s a bet on the increasing complexity of artificial intelligence and big data analytics. And its GPU chips give Nvidia a run for the money. That makes AMD a play on the new Xbox and Sony PlayStation console upgrade cycle and the potential release of a new Nintendo Switch later this year. AMD is also now a serious contender in PCs and notebooks.\n“Our goal at AMD is to really be the leader in the high-performance computing wave,” says Su.\nShe’s getting her way, and you can see the success in the numbers. First-quarter sales grew 93% year-over-year and 6% sequentially. AMD guided for 50% sales growth for the year, up from prior guidance of 37% growth.\n“We believe this guidance should be easily attainable, particularly as Intel deals with manufacturing challenges,” says Morningstar analyst Abhinav Davuluri.\nIn CPUs, sales are growing faster than those of the overall industry, which tells us AMD is gaining share from competitors.\n“We expect continued share growth through the balance of the year and into 2022,” says Goldman Sachs analyst Toshiya Hari, who has a buy rating and a $106 price target on AMD. The chip company is on Goldman’s “conviction list” of highly favored companies.\nHere’s how AMD stacks up against competitors in terms of growth in the most recent quarter, profit margins and valuation:\n(FACTSET)\nCash and cash flow\nBig cash positions and solid cash flow are positives for investors because they give companies freedom that comes from reliance on banks for financing. Strong cash positions also support investor-friendly moves, such as buybacks and dividends.\nThanks to all the growth, AMD’s cash position rose sharply last year to $2.3 billion, from $1.5 billion in 2019. AMD doesn’t pay a dividend, but its board recently approved a large $4 billion share repurchase. As the company’s first big return of cash to shareholders, this represents about 4% of AMD’s market capitalization. It also signals the company’s confidence in its business and ability to continue generating solid free cash flow despite rising concerns about intensifying competition, says Deutsche Bank analyst Ross Seymore.\nHere’s a look at AMD’s cash position and cash flow  growth, relative to competitors. The numbers for Marvell Technology Inc. are through Jan. 30, 2021. The rest are for the first quarter:\n(FACTSET)\nGlobal reach\nAMD books sales in many regions. That’s a positive when global growth is as strong as it is now — lifted by $30 trillion in fiscal and monetary stimulus worldwide. Big exposure to China could be a risk because of U.S.-China tensions, but this issue seems to be diminishing a bit under President Biden, at least so far.\n(FACTSET)\nStock valuation and performance\nBy most measures, AMD is the second-priciest stock in its group. But given the growth, it’s justified.\n(FACTSET)\nWall Street’s opinion\nAs a group, Wall Street analysts are predicting the biggest gains for AMD, among all the companies in its space. It’s also notable that only 61% of analysts have a buy rating, lower than the percentages for Nvidia, Broadcom Inc.,Marvell and Analog Devices Inc..For investors, this is a positive because it tells us there’s more room for sell-side analysts to turn bullish and drive their clients into the name.\n(FACTSET)\nRisks\nOne big risk for AMD is that Intel stages a comeback, notes Tony Wang, a tech analyst at T. Rowe Price. Intel has done so before. But AMD still has a few tricks up its sleeve.\nIt recently launched a more advanced version of its EPYC processor, codenamed Milan. This line of server chips will ramp up sales in the second half of this year. AMD is making the leap to even more efficient 5 nanometer production with a line of chips dubbed Genoa, slated for release in 2022. These two rollouts will allow AMD to continue its market-share gains against competitors including Intel, says Jefferies analyst Mark Lipacis — one reason he has a “buy” rating and a $110 price target on the stock.\nAMD is also rolling out next-generation GPUs based on its Compute DNA (CDNA) chip architecture, for use in data centers. And AMD’s merger with Xilinx Inc. later this year should help AMD produce even more sophisticated chips by incorporating Xilinx’s field-programmable gate array (FPGA) capabilities into its chip designs. FPGA gives customers more leeway to customize chips for their own needs.\nOther risks include the cyclical nature of the chip industry and the unpredictable demand from consumers and companies as economic growth rates change. One more threat is the broader adoption of competing chips based on ARM (advanced RISC machines) technology.\nImportant dates\nJuly 26:Second-quarter earnings release.\nOct. 25:Third-quarter earnings release.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":2481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185765822,"gmtCreate":1623674258466,"gmtModify":1634030282087,"author":{"id":"3583669366978952","authorId":"3583669366978952","name":"ttm17396","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583669366978952","authorIdStr":"3583669366978952"},"themes":[],"htmlText":"Good news!&nbsp;","listText":"Good news!&nbsp;","text":"Good news!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185765822","repostId":"1106104418","repostType":4,"isVote":1,"tweetType":1,"viewCount":2048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185786173,"gmtCreate":1623673660192,"gmtModify":1634030291569,"author":{"id":"3583669366978952","authorId":"3583669366978952","name":"ttm17396","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583669366978952","authorIdStr":"3583669366978952"},"themes":[],"htmlText":"AMD too","listText":"AMD too","text":"AMD too","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/185786173","repostId":"1165811803","repostType":4,"isVote":1,"tweetType":1,"viewCount":2769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185789581,"gmtCreate":1623673503343,"gmtModify":1634030294185,"author":{"id":"3583669366978952","authorId":"3583669366978952","name":"ttm17396","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583669366978952","authorIdStr":"3583669366978952"},"themes":[],"htmlText":"Again?","listText":"Again?","text":"Again?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185789581","repostId":"2143778219","repostType":4,"isVote":1,"tweetType":1,"viewCount":2136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185789968,"gmtCreate":1623673456854,"gmtModify":1634030294770,"author":{"id":"3583669366978952","authorId":"3583669366978952","name":"ttm17396","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583669366978952","authorIdStr":"3583669366978952"},"themes":[],"htmlText":"surprising","listText":"surprising","text":"surprising","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185789968","repostId":"1138219989","repostType":2,"repost":{"id":"1138219989","kind":"news","pubTimestamp":1623650085,"share":"https://www.laohu8.com/m/news/1138219989?lang=zh_CN&edition=full","pubTime":"2021-06-14 13:54","market":"us","language":"en","title":"What to Expect in This Week’s Federal Reserve Meeting<blockquote>本周美联储会议有何期待</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1138219989","media":"Barrons","summary":"As the Federal Open Market Committee holds its regular policy meeting this coming week, once again a","content":"<p>As the Federal Open Market Committee holds its regular policy meeting this coming week, once again analysts and investors should flip the Nixon-era cliché and watch what they say, not what they do. What everybody wants to know is whether the panel finally has gotten around to talking about talking about moving away from its ubereasy monetary policy.</p><p><blockquote>随着联邦公开市场委员会下周举行例行政策会议，分析师和投资者应该再次打破尼克松时代的陈词滥调，关注他们的言论，而不是他们的行动。每个人都想知道的是，该小组是否最终开始讨论放弃其超级宽松的货币政策。</blockquote></p><p> We all know that the FOMC won’t take any substantive steps in terms of its massive securities purchases, which are still running at $120 billion a month. As for its key federal-funds rate target, that’s stuck at 0% to 0.25% (although there’s an outside chance of technical tweaking of some other Fed-administered rates to address the billions in excess cash sloshing around in the money markets).</p><p><blockquote>我们都知道，FOMC不会在其大规模证券购买方面采取任何实质性措施，目前仍以每月1200亿美元的速度运行。至于其关键的联邦基金利率目标，则停留在0%至0.25%（尽管美联储管理的其他一些利率有可能进行技术调整，以解决货币市场上流动的数十亿过剩现金）。</blockquote></p><p> We’ll be looking for what’s in the FOMC’s formal policy statement and the panel’s updated Summary of Economic Projections, which will include the amalgam of the committee members’ guesses on key economic gauges, such as gross domestic product, inflation, and unemployment. Most likely, when that is posted&nbsp;on the Fed’s website&nbsp;at 2 p.m. Eastern Daylight Time on Wednesday, most folks will probably head straight for the FOMC’s guesses on the fed-funds rate, and specifically when liftoff from near-zero is finally expected.</p><p><blockquote>我们将寻找FOMC的正式政策声明和该小组最新的经济预测摘要中的内容，其中将包括委员会成员对国内生产总值、通胀和失业率等关键经济指标的猜测。最有可能的是，当该消息于下午2点发布在美联储网站上时。周三东部夏令时，大多数人可能会直接关注FOMC对联邦基金利率的猜测，特别是何时最终有望从接近零的利率上升。</blockquote></p><p> The “dot plot”—or graph of the FOMC members’ consensus guesses—puts the first hike all the way out past 2023. That seems a very long-term forecast, and as John Maynard Keynes famously pointed out, in the long run we’re all dead. Some Fed watchers, such as J.P. Morgan’s chief U.S. economist, Michael Feroli, look for the dots to show a 2023 liftoff.</p><p><blockquote>“点阵图”——或FOMC成员共识猜测的图表——将首次加息一直推迟到2023年之后。这似乎是一个非常长期的预测，正如约翰·梅纳德·凯恩斯（John Maynard Keynes）著名指出的那样，从长远来看，我们都死了。一些美联储观察人士，例如摩根大通首席美国经济学家迈克尔·费罗利(Michael Feroli)，认为这些点表明2023年的经济起飞。</blockquote></p><p> The markets, however, already had been pricing in one or more fed-funds rate hikes by 2023. But concurrent with the previously discussed slide in longer-term bond yields, the interest-rate futures markets have effectively priced out one of those short-term rate increases. In addition, the derivatives market now sees the fed-funds rate peaking under 2%, some 0.4 of a percentage point lower than what it had priced in earlier this year, according to analysts for&nbsp;Natixis.</p><p><blockquote>然而，市场已经预计到2023年联邦基金将加息一次或多次。但在之前讨论的长期债券收益率下滑的同时，利率期货市场实际上已经消化了其中一次短期加息。此外，Natixis分析师表示，衍生品市场目前预计联邦基金利率将达到2%以下的峰值，比今年早些时候的定价低约0.4个百分点。</blockquote></p><p> Long before making any rate hikes, the Fed will begin to lessen its accommodation by slowing its current pace of securities purchases, which consist of $80 billion of Treasuries and $40 billion of agency mortgage-backed securities every month. The trillions that the Federal Reserve and other central banks have created have gone a long way to boost the values of assets, which rose by $5 trillion, to $136.9 trillion, in the first quarter, according to new Fed data released this past week. That includes a $3.2 trillion rise in the value of equities owned by households and a $968 billion rise in their real estate holdings.</p><p><blockquote>早在加息之前，美联储就将开始通过放慢目前的证券购买步伐来减少宽松政策，其中包括每月800亿美元的美国国债和400亿美元的机构抵押贷款支持证券。根据美联储上周发布的新数据，美联储和其他央行创造的数万亿美元对提振资产价值大有帮助，第一季度资产价值增加了5万亿美元，达到136.9万亿美元。其中包括家庭持有的股票价值增加3.2万亿美元，房地产持有量增加9680亿美元。</blockquote></p><p> The key criterion for reduced Fed accommodation is whether the monetary authorities see “substantial further progress” toward reaching what they deem as maximum employment, probably a deliberately ambiguous standard.</p><p><blockquote>美联储宽松政策减少的关键标准是货币当局是否认为在实现他们认为的最大就业方面取得了“实质性的进一步进展”，这可能是一个故意模糊的标准。</blockquote></p><p> But the increase in payrolls appears to be constrained as much by the supply of labor as businesses’ desire to hire. The latest Job Openings and Labor Turnover Survey, or Jolts, showed&nbsp;a record 9.3 million unfilled openings&nbsp;in April. In addition, 384,000 people left their positions that month, bringing the total of voluntary job quitters to a record four million.</p><p><blockquote>但就业人数的增长似乎既受到劳动力供应的限制，也受到企业招聘意愿的限制。最新的职位空缺和劳动力流动调查（Jolts）显示，4月份有创纪录的930万个职位空缺。此外，当月有38.4万人离职，自愿离职人数达到创纪录的400万人。</blockquote></p><p> Anecdotal evidence, including some in the Fed’s beige book summary of economic conditions prepared for the coming meeting, suggests that employers aren’t finding enough workers because of generous unemployment compensation. Unusual for a social science such as economics, there will be a real-time experiment to test this hypothesis as 25 states end the extra $300 weekly payment early.</p><p><blockquote>轶事证据，包括美联储为即将召开的会议准备的经济状况褐皮书总结中的一些证据，表明由于慷慨的失业补偿，雇主没有找到足够的工人。对于经济学等社会科学来说，不同寻常的是，随着25个州提前结束每周额外支付300美元的费用，将会有一个实时实验来检验这一假设。</blockquote></p><p> Jefferies economists Aneta Markowska and Thomas Simons write in a research note that these 25 states account for about a quarter of all the unemployed workers. Ending their extra jobless benefits could boost employment by roughly two million in the next few months, they estimate. Another growth spurt should follow in September and October after the extra unemployment insurance expires in the remaining states; schools reopen—providing free daycare for some would-be workers, especially women; and many office employees return to their desks, they add.</p><p><blockquote>杰富瑞经济学家Aneta Markowska和Thomas Simons在一份研究报告中写道，这25个州约占所有失业工人的四分之一。他们估计，终止额外的失业救济金可能会在未来几个月内增加大约200万人的就业机会。在其余州的额外失业保险到期后，9月和10月应该会出现另一次井喷式增长；学校重新开放——为一些潜在工人，尤其是女性提供免费日托；他们补充说，许多上班族回到了办公桌前。</blockquote></p><p> At that point, the Fed might start talking about actually reducing its massive securities purchases. Given the “taper tantrum” thrown by the markets when the central bank slowed its bond buying in 2013, this Fed will want to disclose how, when, and how fast it plans to slow its pour into the punch bowl. That’s what we’ll be listening for this week.</p><p><blockquote>到那时，美联储可能会开始谈论实际减少大规模证券购买。鉴于美联储在2013年放缓债券购买时市场引发的“缩减恐慌”，本届美联储将希望披露其计划如何、何时以及以多快的速度放缓注入潘趣酒碗。这就是我们本周要听的。</blockquote></p><p></p>","source":"lsy1601382232898","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>What to Expect in This Week’s Federal Reserve Meeting<blockquote>本周美联储会议有何期待</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\">\nWhat to Expect in This Week’s Federal Reserve Meeting<blockquote>本周美联储会议有何期待</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-06-14 13:54</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As the Federal Open Market Committee holds its regular policy meeting this coming week, once again analysts and investors should flip the Nixon-era cliché and watch what they say, not what they do. What everybody wants to know is whether the panel finally has gotten around to talking about talking about moving away from its ubereasy monetary policy.</p><p><blockquote>随着联邦公开市场委员会下周举行例行政策会议，分析师和投资者应该再次打破尼克松时代的陈词滥调，关注他们的言论，而不是他们的行动。每个人都想知道的是，该小组是否最终开始讨论放弃其超级宽松的货币政策。</blockquote></p><p> We all know that the FOMC won’t take any substantive steps in terms of its massive securities purchases, which are still running at $120 billion a month. As for its key federal-funds rate target, that’s stuck at 0% to 0.25% (although there’s an outside chance of technical tweaking of some other Fed-administered rates to address the billions in excess cash sloshing around in the money markets).</p><p><blockquote>我们都知道，FOMC不会在其大规模证券购买方面采取任何实质性措施，目前仍以每月1200亿美元的速度运行。至于其关键的联邦基金利率目标，则停留在0%至0.25%（尽管美联储管理的其他一些利率有可能进行技术调整，以解决货币市场上流动的数十亿过剩现金）。</blockquote></p><p> We’ll be looking for what’s in the FOMC’s formal policy statement and the panel’s updated Summary of Economic Projections, which will include the amalgam of the committee members’ guesses on key economic gauges, such as gross domestic product, inflation, and unemployment. Most likely, when that is posted&nbsp;on the Fed’s website&nbsp;at 2 p.m. Eastern Daylight Time on Wednesday, most folks will probably head straight for the FOMC’s guesses on the fed-funds rate, and specifically when liftoff from near-zero is finally expected.</p><p><blockquote>我们将寻找FOMC的正式政策声明和该小组最新的经济预测摘要中的内容，其中将包括委员会成员对国内生产总值、通胀和失业率等关键经济指标的猜测。最有可能的是，当该消息于下午2点发布在美联储网站上时。周三东部夏令时，大多数人可能会直接关注FOMC对联邦基金利率的猜测，特别是何时最终有望从接近零的利率上升。</blockquote></p><p> The “dot plot”—or graph of the FOMC members’ consensus guesses—puts the first hike all the way out past 2023. That seems a very long-term forecast, and as John Maynard Keynes famously pointed out, in the long run we’re all dead. Some Fed watchers, such as J.P. Morgan’s chief U.S. economist, Michael Feroli, look for the dots to show a 2023 liftoff.</p><p><blockquote>“点阵图”——或FOMC成员共识猜测的图表——将首次加息一直推迟到2023年之后。这似乎是一个非常长期的预测，正如约翰·梅纳德·凯恩斯（John Maynard Keynes）著名指出的那样，从长远来看，我们都死了。一些美联储观察人士，例如摩根大通首席美国经济学家迈克尔·费罗利(Michael Feroli)，认为这些点表明2023年的经济起飞。</blockquote></p><p> The markets, however, already had been pricing in one or more fed-funds rate hikes by 2023. But concurrent with the previously discussed slide in longer-term bond yields, the interest-rate futures markets have effectively priced out one of those short-term rate increases. In addition, the derivatives market now sees the fed-funds rate peaking under 2%, some 0.4 of a percentage point lower than what it had priced in earlier this year, according to analysts for&nbsp;Natixis.</p><p><blockquote>然而，市场已经预计到2023年联邦基金将加息一次或多次。但在之前讨论的长期债券收益率下滑的同时，利率期货市场实际上已经消化了其中一次短期加息。此外，Natixis分析师表示，衍生品市场目前预计联邦基金利率将达到2%以下的峰值，比今年早些时候的定价低约0.4个百分点。</blockquote></p><p> Long before making any rate hikes, the Fed will begin to lessen its accommodation by slowing its current pace of securities purchases, which consist of $80 billion of Treasuries and $40 billion of agency mortgage-backed securities every month. The trillions that the Federal Reserve and other central banks have created have gone a long way to boost the values of assets, which rose by $5 trillion, to $136.9 trillion, in the first quarter, according to new Fed data released this past week. That includes a $3.2 trillion rise in the value of equities owned by households and a $968 billion rise in their real estate holdings.</p><p><blockquote>早在加息之前，美联储就将开始通过放慢目前的证券购买步伐来减少宽松政策，其中包括每月800亿美元的美国国债和400亿美元的机构抵押贷款支持证券。根据美联储上周发布的新数据，美联储和其他央行创造的数万亿美元对提振资产价值大有帮助，第一季度资产价值增加了5万亿美元，达到136.9万亿美元。其中包括家庭持有的股票价值增加3.2万亿美元，房地产持有量增加9680亿美元。</blockquote></p><p> The key criterion for reduced Fed accommodation is whether the monetary authorities see “substantial further progress” toward reaching what they deem as maximum employment, probably a deliberately ambiguous standard.</p><p><blockquote>美联储宽松政策减少的关键标准是货币当局是否认为在实现他们认为的最大就业方面取得了“实质性的进一步进展”，这可能是一个故意模糊的标准。</blockquote></p><p> But the increase in payrolls appears to be constrained as much by the supply of labor as businesses’ desire to hire. The latest Job Openings and Labor Turnover Survey, or Jolts, showed&nbsp;a record 9.3 million unfilled openings&nbsp;in April. In addition, 384,000 people left their positions that month, bringing the total of voluntary job quitters to a record four million.</p><p><blockquote>但就业人数的增长似乎既受到劳动力供应的限制，也受到企业招聘意愿的限制。最新的职位空缺和劳动力流动调查（Jolts）显示，4月份有创纪录的930万个职位空缺。此外，当月有38.4万人离职，自愿离职人数达到创纪录的400万人。</blockquote></p><p> Anecdotal evidence, including some in the Fed’s beige book summary of economic conditions prepared for the coming meeting, suggests that employers aren’t finding enough workers because of generous unemployment compensation. Unusual for a social science such as economics, there will be a real-time experiment to test this hypothesis as 25 states end the extra $300 weekly payment early.</p><p><blockquote>轶事证据，包括美联储为即将召开的会议准备的经济状况褐皮书总结中的一些证据，表明由于慷慨的失业补偿，雇主没有找到足够的工人。对于经济学等社会科学来说，不同寻常的是，随着25个州提前结束每周额外支付300美元的费用，将会有一个实时实验来检验这一假设。</blockquote></p><p> Jefferies economists Aneta Markowska and Thomas Simons write in a research note that these 25 states account for about a quarter of all the unemployed workers. Ending their extra jobless benefits could boost employment by roughly two million in the next few months, they estimate. Another growth spurt should follow in September and October after the extra unemployment insurance expires in the remaining states; schools reopen—providing free daycare for some would-be workers, especially women; and many office employees return to their desks, they add.</p><p><blockquote>杰富瑞经济学家Aneta Markowska和Thomas Simons在一份研究报告中写道，这25个州约占所有失业工人的四分之一。他们估计，终止额外的失业救济金可能会在未来几个月内增加大约200万人的就业机会。在其余州的额外失业保险到期后，9月和10月应该会出现另一次井喷式增长；学校重新开放——为一些潜在工人，尤其是女性提供免费日托；他们补充说，许多上班族回到了办公桌前。</blockquote></p><p> At that point, the Fed might start talking about actually reducing its massive securities purchases. Given the “taper tantrum” thrown by the markets when the central bank slowed its bond buying in 2013, this Fed will want to disclose how, when, and how fast it plans to slow its pour into the punch bowl. That’s what we’ll be listening for this week.</p><p><blockquote>到那时，美联储可能会开始谈论实际减少大规模证券购买。鉴于美联储在2013年放缓债券购买时市场引发的“缩减恐慌”，本届美联储将希望披露其计划如何、何时以及以多快的速度放缓注入潘趣酒碗。这就是我们本周要听的。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/what-to-expect-in-next-weeks-federal-reserve-meeting-51623457837?mod=RTA\">Barrons</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":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/what-to-expect-in-next-weeks-federal-reserve-meeting-51623457837?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138219989","content_text":"As the Federal Open Market Committee holds its regular policy meeting this coming week, once again analysts and investors should flip the Nixon-era cliché and watch what they say, not what they do. What everybody wants to know is whether the panel finally has gotten around to talking about talking about moving away from its ubereasy monetary policy.\nWe all know that the FOMC won’t take any substantive steps in terms of its massive securities purchases, which are still running at $120 billion a month. As for its key federal-funds rate target, that’s stuck at 0% to 0.25% (although there’s an outside chance of technical tweaking of some other Fed-administered rates to address the billions in excess cash sloshing around in the money markets).\nWe’ll be looking for what’s in the FOMC’s formal policy statement and the panel’s updated Summary of Economic Projections, which will include the amalgam of the committee members’ guesses on key economic gauges, such as gross domestic product, inflation, and unemployment. Most likely, when that is posted on the Fed’s website at 2 p.m. Eastern Daylight Time on Wednesday, most folks will probably head straight for the FOMC’s guesses on the fed-funds rate, and specifically when liftoff from near-zero is finally expected.\nThe “dot plot”—or graph of the FOMC members’ consensus guesses—puts the first hike all the way out past 2023. That seems a very long-term forecast, and as John Maynard Keynes famously pointed out, in the long run we’re all dead. Some Fed watchers, such as J.P. Morgan’s chief U.S. economist, Michael Feroli, look for the dots to show a 2023 liftoff.\nThe markets, however, already had been pricing in one or more fed-funds rate hikes by 2023. But concurrent with the previously discussed slide in longer-term bond yields, the interest-rate futures markets have effectively priced out one of those short-term rate increases. In addition, the derivatives market now sees the fed-funds rate peaking under 2%, some 0.4 of a percentage point lower than what it had priced in earlier this year, according to analysts for Natixis.\nLong before making any rate hikes, the Fed will begin to lessen its accommodation by slowing its current pace of securities purchases, which consist of $80 billion of Treasuries and $40 billion of agency mortgage-backed securities every month. The trillions that the Federal Reserve and other central banks have created have gone a long way to boost the values of assets, which rose by $5 trillion, to $136.9 trillion, in the first quarter, according to new Fed data released this past week. That includes a $3.2 trillion rise in the value of equities owned by households and a $968 billion rise in their real estate holdings.\nThe key criterion for reduced Fed accommodation is whether the monetary authorities see “substantial further progress” toward reaching what they deem as maximum employment, probably a deliberately ambiguous standard.\nBut the increase in payrolls appears to be constrained as much by the supply of labor as businesses’ desire to hire. The latest Job Openings and Labor Turnover Survey, or Jolts, showed a record 9.3 million unfilled openings in April. In addition, 384,000 people left their positions that month, bringing the total of voluntary job quitters to a record four million.\nAnecdotal evidence, including some in the Fed’s beige book summary of economic conditions prepared for the coming meeting, suggests that employers aren’t finding enough workers because of generous unemployment compensation. Unusual for a social science such as economics, there will be a real-time experiment to test this hypothesis as 25 states end the extra $300 weekly payment early.\nJefferies economists Aneta Markowska and Thomas Simons write in a research note that these 25 states account for about a quarter of all the unemployed workers. Ending their extra jobless benefits could boost employment by roughly two million in the next few months, they estimate. Another growth spurt should follow in September and October after the extra unemployment insurance expires in the remaining states; schools reopen—providing free daycare for some would-be workers, especially women; and many office employees return to their desks, they add.\nAt that point, the Fed might start talking about actually reducing its massive securities purchases. Given the “taper tantrum” thrown by the markets when the central bank slowed its bond buying in 2013, this Fed will want to disclose how, when, and how fast it plans to slow its pour into the punch bowl. That’s what we’ll be listening for this week.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185715493,"gmtCreate":1623673287412,"gmtModify":1631889809203,"author":{"id":"3583669366978952","authorId":"3583669366978952","name":"ttm17396","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583669366978952","authorIdStr":"3583669366978952"},"themes":[],"htmlText":"Renewable&nbsp;energy ftw","listText":"Renewable&nbsp;energy ftw","text":"Renewable energy ftw","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185715493","repostId":"2143857187","repostType":2,"isVote":1,"tweetType":1,"viewCount":1461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185712477,"gmtCreate":1623673209499,"gmtModify":1634030298536,"author":{"id":"3583669366978952","authorId":"3583669366978952","name":"ttm17396","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583669366978952","authorIdStr":"3583669366978952"},"themes":[],"htmlText":"Buy?","listText":"Buy?","text":"Buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185712477","repostId":"1110538556","repostType":2,"isVote":1,"tweetType":1,"viewCount":3117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185716439,"gmtCreate":1623673178121,"gmtModify":1634030299367,"author":{"id":"3583669366978952","authorId":"3583669366978952","name":"ttm17396","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583669366978952","authorIdStr":"3583669366978952"},"themes":[],"htmlText":"Let's go PDD","listText":"Let's go PDD","text":"Let's go PDD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185716439","repostId":"2140422463","repostType":2,"isVote":1,"tweetType":1,"viewCount":2666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185716817,"gmtCreate":1623673160539,"gmtModify":1634030299853,"author":{"id":"3583669366978952","authorId":"3583669366978952","name":"ttm17396","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583669366978952","authorIdStr":"3583669366978952"},"themes":[],"htmlText":"Going up!","listText":"Going up!","text":"Going up!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185716817","repostId":"1174294980","repostType":2,"isVote":1,"tweetType":1,"viewCount":1509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185711208,"gmtCreate":1623673069604,"gmtModify":1634030301414,"author":{"id":"3583669366978952","authorId":"3583669366978952","name":"ttm17396","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583669366978952","authorIdStr":"3583669366978952"},"themes":[],"htmlText":"Agree.buy buy buy","listText":"Agree.buy buy buy","text":"Agree.buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185711208","repostId":"1163875762","repostType":2,"repost":{"id":"1163875762","kind":"news","pubTimestamp":1623242261,"share":"https://www.laohu8.com/m/news/1163875762?lang=zh_CN&edition=full","pubTime":"2021-06-09 20:37","market":"us","language":"en","title":"Semiconductor Watchlist: Jim Cramer Says to Own Nvidia, AMD and Broadcom<blockquote>半导体观察名单：吉姆·克莱默表示将拥有英伟达、AMD和博通</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163875762","media":"The Street","summary":"See buy or sell recommendations for AMD, Applied Materials, Qualcomm, NXP, Broadcom, Taiwan Semicond","content":"<p>  <b>See buy or sell recommendations for AMD, Applied Materials, Qualcomm, NXP, Broadcom, Taiwan Semiconductor, and more semiconductor stocks.</b>  China's memory chip makers are pushing into the lower end of the market even as the country faces an increasingly steep uphill battle to achieve its self-sufficiency goals amid ongoing geopolitical tensions and a global semiconductor shortage that's expected to run into next year,according to South China Morning Post.</p><p><blockquote><b>查看AMD、应用材料、高通、恩智浦、博通、台积电和更多半导体股票的买入或卖出建议。</b>据《南华早报》报道，尽管在持续的地缘政治紧张局势和预计将持续到明年的全球半导体短缺的情况下，中国在实现自给自足目标方面面临着越来越艰巨的战斗，但中国的存储芯片制造商正在进军低端市场。</blockquote></p><p> Yangtze YTMC and Changxin Memory Technologies represent a new disruptive force in the sector and are expected to increase global capacity by 29 percent between 2020 and 2022, economists from investment bank Natixis said on Wednesday.</p><p><blockquote>投资银行Natixis的经济学家周三表示，长江YTMC和长鑫存储技术代表了该行业的一股新的颠覆性力量，预计在2020年至2022年间全球产能将增加29%。</blockquote></p><p> TheStreet's Jim Cramer is eyeing Applied Materials&nbsp;(<b>AMAT</b>) -Get Report&nbsp;and other semiconductor capital equipment stocks. \"They haven't let us down,\"Cramer said&nbsp;in a conversation with TheStreet's Katherine Ross. \"When you get that group going, that's the best leadership group there is,\" he added.</p><p><blockquote>TheStreet的吉姆·克莱默(Jim Cramer)正在关注应用材料公司(<b>阿马特</b>）-获取报告和其他半导体资本设备股票。“他们没有让我们失望，”克莱默在与TheStreet的凯瑟琳·罗斯的对话中说道。“当你让这个团队运转起来时，那就是最好的领导团队，”他补充道。</blockquote></p><p> Cramer also said Monday that the key to the market for him is still the Nasdaq. \"We need to see Advanced Micro Devices&nbsp;(<b>AMD</b>) -Get Report&nbsp;not get beaten down by Nvidia&nbsp;(<b>NVDA</b>) -Get Report... We need to see all sorts of technology stocks keep up with what I regard as a runaway industrial market,\" he said.</p><p><blockquote>克莱默周一还表示，对他来说，市场的关键仍然是纳斯达克。“我们需要看到先进微设备（<b>AMD</b>)-获取报告而不是被Nvidia击败(<b>NVDA</b>)-获取报告...我们需要看到各种科技股跟上我所认为的失控工业市场的步伐，”他说。</blockquote></p><p> Nvidia is still dominating the semiconductor market. And in terms of diversifying, Nvidia CEO Jensen Huang’s acquisition strategy has helped the firm branch into the automotive industry through high-profile partnerships through its NVIDIA drive network as well as data centers, aided by the acquisition of Mellanox, as well as AI technology through its anticipated takeover of Arm.</p><p><blockquote>英伟达仍然主导着半导体市场。在多元化方面，Nvidia首席执行官黄仁勋(Elon Musk)的收购战略帮助该公司通过其NVIDIA drive网络和数据中心建立高调合作伙伴关系，在收购Mellanox的帮助下，以及通过收购人工智能技术，进军汽车行业。预期收购Arm。</blockquote></p><p> While the semiconductor industry is certainly crowded, Nvidia has managed to set itself apart beyond its firm base in gaming and graphic chip dominance. As such, it might also be a perfect candidate for mention alongside the long-time tech leaders. Also, its market cap is a healthy $400+ billion, adding to its potential to fit with the rest of the group,according to TheStreet's Kevin Curran.</p><p><blockquote>虽然半导体行业确实很拥挤，但英伟达已经成功地超越了其在游戏和图形芯片主导地位方面的坚实基础。因此，它也可能是与长期技术领导者一起提及的完美候选人。此外，TheStreet的凯文·柯伦(Kevin Curran)表示，其市值已超过4000亿美元，这增加了其与集团其他公司接轨的潜力。</blockquote></p><p> Nvidia is also among companies that have noted a degree of uncertainty in predicting the impact ofcryptocurrency mining on near-term sales.</p><p><blockquote>英伟达也是在预测加密货币挖矿对近期销售的影响方面存在一定程度不确定性的公司之一。</blockquote></p><p> \"It's hard to estimate exactly how much and where crypto mining is being done. However, we can only assume that the vast majority of it is contributed by professional miners, especially when the amount of mining increases tremendously like it has,\" CEO Jensen Huang told investors on a conference call this past week.</p><p><blockquote>“很难准确估计加密货币挖矿的数量和地点。然而，我们只能假设其中绝大多数是由专业矿工贡献的，特别是当挖矿量像现在这样大幅增加时，”首席执行官黄仁勋上周在电话会议上告诉投资者。</blockquote></p><p> TheStreet's Jim Cramer noted in his dailyAction Alerts Plus rundownthis past week that while Nvidia has performed well and itsrecent 4-for-1 stock splitmakes sense, the link betweencryptocurrency mining and Nvidia’s performanceis not necessarily that strong.</p><p><blockquote>TheStreet的吉姆·克莱默(Jim Cramer)在上周的DailyAction Alerts Plus Rundown中指出，虽然Nvidia表现良好，而且最近的4比1股票分割也有道理，但加密货币挖矿与Nvidia业绩之间的联系不一定那么强。</blockquote></p><p> Nvidia has submitted an application to Chinese competition regulators to review its proposed $40 billion takeover of the U.K. chip designer Arm, according to the Financial Times. The chip company announced the deal about eight months ago and said it expects to close the deal by next March.</p><p><blockquote>据英国《金融时报》报道，英伟达已向中国竞争监管机构提交申请，要求审查其以400亿美元收购英国芯片设计公司Arm的提议。这家芯片公司大约在八个月前宣布了这笔交易，并表示预计将在明年3月之前完成交易。</blockquote></p><p> Nvidia's application was made in recent weeks and sets in</p><p><blockquote>Nvidia的申请是最近几周提出的，并开始</blockquote></p><p> motion a period of scrutiny that could take up to 18 months, according to Chinese antitrust lawyers, the Financial Times reported. In February,U.S. federal regulators opened an investigation into Nvidia's agreement to purchase Arm.</p><p><blockquote>据英国《金融时报》报道，中国反垄断律师表示，该动议可能需要长达18个月的审查期。2月，美国。联邦监管机构对英伟达收购Arm的协议展开调查。</blockquote></p><p> Meanwhile,&nbsp;Broadcom&nbsp;(<b>AVGO</b>) -Get Report&nbsp;issued a bullish fiscal-third quarter revenue outlook and topped estimates in the second quarter onstrong demand for the company's semiconductors.</p><p><blockquote>与此同时，博通（<b>AVGO</b>)-Get报告发布了乐观的第三财季收入前景，并因对该公司半导体的强劲需求而超出了第二季度的预期。</blockquote></p><p> The company said it expects third-quarter revenue of about $6.75 billion, higher than expectations of $6.6 billion. In addition, the company estimated adjusted EBITDA would 60% of projected revenue, or about $4.05 billion, above estimates of $3.88 billion.</p><p><blockquote>该公司表示，预计第三季度营收约为67.5亿美元，高于预期的66亿美元。此外，该公司预计调整后EBITDA将占预计收入的60%，即约40.5亿美元，高于预期的38.8亿美元。</blockquote></p><p> “Due to the strength in demand for semiconductors across our multiple end markets, we delivered 20% year-over-year</p><p><blockquote>“由于我们多个终端市场对半导体的需求强劲，我们的交付量同比增长了20%</blockquote></p><p> increase in semiconductor revenue,” said CEO Hock Tan.</p><p><blockquote>半导体收入的增加，”首席执行官Hock Tan说。</blockquote></p><p> “Our third-quarter outlook projects this year-over-year growth to sustain, as we continue to see strong demand from service providers and hypercloud.”</p><p><blockquote>“我们的第三季度展望预计，由于我们继续看到服务提供商和超云的强劲需求，同比增长将持续。”</blockquote></p><p> Cramer is watching the semiconductor capital equipment stocks closely, which he said: \"had let us down.\" \"There was a belief that there was a glut of certain kinds of chips,\" he added.</p><p><blockquote>克莱默正在密切关注半导体资本设备股，他表示：“这让我们失望了。”“人们认为某些类型的芯片供过于求，”他补充道。</blockquote></p><p> \"And even though a lot of people were worried about the supply of chips, a lot of the smartest people were saying, listen, get out of the semiconductor-capital stocks and there isn't a glut. There is a glut developing of a certain kind and Applied Materials kind of straightened that out.\"</p><p><blockquote>“尽管很多人担心芯片的供应，但很多最聪明的人都在说，听着，退出半导体资本股票，就不会出现供过于求的情况。某种类型和应用材料在某种程度上解决了这个问题。”</blockquote></p><p> Here is a list of the semiconductor stocks to watch and their performance by percentage change at the close of trading on Tuesday, June 8:</p><p><blockquote>以下是值得关注的半导体股票列表及其截至6月8日星期二收盘时的百分比变化表现：</blockquote></p><p> <b>Nvidia</b></p><p><blockquote><b>英伟达</b></blockquote></p><p></p><p> Large-cap tech stock Nvidia&nbsp;(<b>NVDA</b>) -Get Report&nbsp;is cruising higher. The company's stock rose afterthe semiconductor makerreported fiscal-first-quarter earnings and revenue that topped analyst expectations. Nvidia reported quarterly earnings of $3.66 a share on revenue of $5.66 billion. Analysts were expecting earnings of $3.29 a share on revenue of $5.4 billion.</p><p><blockquote>大盘科技股英伟达(<b>NVDA</b>)-Get报告正在走高。在这家半导体制造商公布的第一财季盈利和收入超出分析师预期后，该公司股价上涨。英伟达公布季度收益为每股3.66美元，营收为56.6亿美元。分析师预计每股收益为3.29美元，营收为54亿美元。</blockquote></p><p> Joel Kulina, SVP of Equity Trading at Wedbush Securities,&nbsp;argues for the addition of both Microsoft&nbsp;(<b>MSFT</b>) -Get Report&nbsp;and his chosen semiconductor stalwart Nvidia&nbsp;to result in the catchy FANGMAN,wrote TheStreet's Kevin Curran.&nbsp;“FANGMAN has been one of the better ones I’ve come across, easy to say; includes large-cap growth names across various pockets of tech.”</p><p><blockquote>Wedbush Securities股票交易高级副总裁Joel Kulina主张增加两名微软（<b>MSFT</b>）——TheStreet的凯文·柯伦(Kevin Curran)写道，Get Report和他选择的半导体巨头英伟达(Nvidia)造就了朗朗上口的FANGMAN。“FANGMAN是我遇到过的最好的人之一，很容易说；包括各个领域的大型成长型公司。”科技。”</blockquote></p><p> Nvidia would fit in well as its dominance in graphics chips has helped the firm assert a dominant market share in graphics cards, clocking in at a whopping 82% market share per Jon Peddie Research.</p><p><blockquote>Nvidia将非常适合，因为其在图形芯片领域的主导地位帮助该公司在显卡领域占据主导地位，根据Jon Peddie Research的数据，其市场份额高达82%。</blockquote></p><p> TheStreet Quant Ratings rates Nvidiaas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将Nvidia评级为买入，评级为B。</blockquote></p><p> <b>Applied Materials</b></p><p><blockquote><b>应用材料</b></blockquote></p><p> Jim Cramer recently named chip equipment&nbsp;major Applied Materials&nbsp;(<b>AMAT</b>) -Get Report&nbsp;asone of the stocks that got away.</p><p><blockquote>Jim Cramer最近将芯片设备专业应用材料(<b>阿马特</b>)-获取报告作为逃跑的股票之一。</blockquote></p><p> He called out the bull market in semiconductor equipment. We need to make more chips, he said, and companies like Applied Materials&nbsp;can make that happen.</p><p><blockquote>他喊出了半导体设备的牛市。他说，我们需要制造更多芯片，而像应用材料公司这样的公司可以实现这一目标。</blockquote></p><p> The&nbsp;semiconductor equipment major&nbsp;reported mixed fiscal-second-quarter earnings and received a number of positive reviews and price-target upgrades from Wall Street analysts.</p><p><blockquote>这家半导体设备巨头公布的第二财季收益好坏参半，并获得了华尔街分析师的多项积极评价和目标价上调。</blockquote></p><p> TheStreet Quant Ratings rates Applied Materialsas a Buy with a rating score of A-.</p><p><blockquote>TheStreet Quant Ratings将应用材料公司评级为买入，评级为A-。</blockquote></p><p> <b>Qualcomm</b></p><p><blockquote><b>Qualcomm</b></blockquote></p><p> Shares of Qualcomm&nbsp;(<b>QCOM</b>) -Get Report&nbsp;and other Apple&nbsp;(<b>AAPL</b>) -Get Report&nbsp;suppliers were dropping after a media report said Apple's 5G baseband chip could be used in the iPhone as soon as 2023.</p><p><blockquote>高通股份(<b>QCOM</b>)-获取报告和其他苹果(<b>AAPL</b>)-在媒体报道称苹果的5G基带芯片最早可能在2023年用于iPhone后，Get报告供应商纷纷下跌。</blockquote></p><p> AppleInsider cited TF International Securities analyst Ming-Chi Kuo as the person making its prediction. Kuo seesQualcomm having to change its strategyto combat order losses from Apple.</p><p><blockquote>AppleInsider援引TF International Securities分析师Ming-Chi Kuo作为做出这一预测的人。郭认为高通必须改变策略，以应对苹果的订单损失。</blockquote></p><p> Jim Cramer recently said investors should\"own Qualcomm stock.\"</p><p><blockquote>吉姆·克莱默最近表示，投资者应该“持有高通股票”。</blockquote></p><p> TheStreet Quant Ratings rates Qualcommas a Buy with a rating score of B+.</p><p><blockquote>TheStreet Quant Ratings将高通评级为买入，评级为B+。</blockquote></p><p> <b>NXP Semiconductors</b></p><p><blockquote><b>恩智浦半导体</b></blockquote></p><p> NXP Semiconductors&nbsp;(<b>NXPI</b>) -Get Report&nbsp;swung to a stronger-than-expected first-quarter profit from a year-earlier loss on 27% higher revenue.</p><p><blockquote>恩智浦半导体(<b>NXPI</b>)-Get报告显示，第一季度利润从上年同期亏损转为强于预期，收入增长27%。</blockquote></p><p> The Eindhoven, Netherlands, chipmaker reported that it earned $1.25 a share compared with a loss of 8 cents a share in the year-earlier quarter. Revenue reached $2.57 billion from $2.02 billion.</p><p><blockquote>这家总部位于荷兰埃因霍温的芯片制造商报告称，每股盈利1.25美元，而去年同期每股亏损8美分。营收从20.2亿美元达到25.7亿美元。</blockquote></p><p> TheStreet Quant Ratings rates NXP Semiconductorsas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将恩智浦半导体评级为买入，评级为B。</blockquote></p><p> <b>Advanced Micro Devices</b></p><p><blockquote><b>先进微设备公司</b></blockquote></p><p> Advanced Micro Devices&nbsp;(<b>AMD</b>) -Get Report&nbsp;was higher this past week after Benchmark initiatedcoverage of the chipmakerwith a buy rating and $100 price target.</p><p><blockquote>先进微设备公司（<b>AMD</b>)-在Benchmark首次对这家芯片制造商给予买入评级和100美元的目标价后，Get报告上周走高。</blockquote></p><p> Analyst Cody Acree said he expected \"the firm’s leadership to continue to drive share gains for at least the next few years.\"</p><p><blockquote>分析师科迪·阿克里(Cody Acree)表示，他预计“该公司的领导层至少在未来几年内将继续推动股价上涨”。</blockquote></p><p> TheStreet Quant Ratings rates AMDas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将AMDas评为买入，评级为B。</blockquote></p><p> <b>Taiwan Semiconductor Manufacturing</b></p><p><blockquote><b>台积电</b></blockquote></p><p> Cramer recently said&nbsp;that if investors think chips are truly in short supply and we need capital equipment, then the company they most need is Lam Research(<b>LRCX</b>) -Get Report, other than Taiwan Semiconductor Manufacturing(<b>TSM</b>) -Get Report.</p><p><blockquote>Cramer最近表示，如果投资者认为芯片确实供不应求，我们需要资本设备，那么他们最需要的公司就是Lam Research(<b>LRCX</b>)-获取报告，台积电除外(<b>TSM</b>)-获取报告。</blockquote></p><p> Cramer spoke recently aboutpicking stocks against a broad worldview, and Taiwan Semiconductors was discussed.</p><p><blockquote>克莱默最近谈到了根据广阔的世界观挑选股票，并讨论了台积电。</blockquote></p><p> \"For me, I'm particularly concerned about the Chinese making a move on Taiwan. We're squeezing their critical companies to the de facto takeover of Taiwan Semiconductor.I don't want inflation to be so raging that Jay Powell can't engineer a soft landing,\" Cramer said.</p><p><blockquote>“对我来说，我特别担心中国人对台湾采取行动。我们正在迫使他们的关键公司事实上收购台积电。我不希望通货膨胀如此严重，以至于杰伊·鲍威尔无法做到这一点。”设计软着陆，”克莱默说。</blockquote></p><p> TheStreet Quant Ratings rates TSMas a Buy with a rating score of A.</p><p><blockquote>TheStreet Quant Ratings将TSMA评级为买入，评级为A。</blockquote></p><p> <b>Micron Technology</b></p><p><blockquote><b>美光科技</b></blockquote></p><p> Micron Technology&nbsp;(<b>MU</b>) -Get Report&nbsp;recently announced the successful closing of nearly$3.7 billion inaugural sustainability-linked credit facilities.</p><p><blockquote>美光科技(<b>穆</b>)-Get Report最近宣布成功完成了近37亿美元的首笔可持续发展相关信贷安排。</blockquote></p><p> The facilities, which create additional long-term value for Micron's stakeholders, reinforce the company's commitment to sustainability and 2030 environmental goals.</p><p><blockquote>这些设施为美光科技的利益相关者创造了额外的长期价值，强化了公司对可持续发展和2030年环境目标的承诺。</blockquote></p><p> TheStreet Quant Ratings rates Micronas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将Micronas评为买入，评级为B。</blockquote></p><p> <b>Broadcom</b></p><p><blockquote><b>Broadcom</b></blockquote></p><p> Broadcom&nbsp;(<b>AVGO</b>) -Get Report&nbsp;has performed quite well over the past year, up about 55% in that span. However, the stock has been relatively stagnant so far in 2021, up just 6%.</p><p><blockquote>博通(<b>AVGO</b>)-Get Report在过去一年中表现相当不错，同期增长了约55%。然而，2021年迄今为止，该股相对停滞，仅上涨6%。</blockquote></p><p> From early November to mid-February, Broadcom really found its groove. Shares rallied more than 40% in that span as the chipmaker saw its stock glide higher. While Broadcom topped out around the time that other high-growth stocks did, it didn’t suffer the same fate as those caught in theensuing bear market.</p><p><blockquote>从11月初到2月中旬，博通真正找到了自己的最佳状态。随着这家芯片制造商的股价下滑，其股价在此期间上涨了40%以上。虽然博通与其他高增长股票一样在同一时间见顶，但它并没有遭受与那些陷入随后熊市的股票相同的命运。</blockquote></p><p></p><p> \"This is a high-multiple stock that has people spooked. I own it for my charitable trust and you should, too.\" Cramer recently said of Broadcomduring a Mad Money Lightning Round.</p><p><blockquote>“这是一只让人们感到害怕的高市盈率股票。我持有它是为了我的慈善信托，你也应该这样做。”克莱默最近在一轮疯狂的资金闪电中谈到了Broadcom。</blockquote></p><p> TheStreet Quant Ratings rates Broadcomas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将Broadcomas评级为买入，评级为B。</blockquote></p><p> <b>Intel</b></p><p><blockquote><b>英特尔</b></blockquote></p><p> Analyst Cody Acree said in a research note that AMD's management, led by Chief Executive Lisa Su, \"has developed a base processor architecture (Zen), and its generational improvements, that have proven over the last few years to be highly competitive - and often superior - to Intel’s&nbsp;(<b>INTC</b>) -Get Report&nbsp;designs, particularly with AMD using Taiwan Semiconductor’s&nbsp;most advanced commercial volume lithography process.\"</p><p><blockquote>分析师Cody Acree在一份研究报告中表示，由首席执行官Lisa Su领导的AMD管理层“开发了一种基本处理器架构(Zen)及其世代改进，在过去几年中已被证明具有很强的竞争力，而且往往优于英特尔（<b>INTC</b>）-获取报告设计，特别是使用台积电最先进的商业批量光刻工艺的AMD。”</blockquote></p><p> In January Su unveiled theRyzen 5000 Zen 3series, a new generation of mobile and desktop gaming chips.</p><p><blockquote>一月份，Su推出了新一代移动和桌面游戏芯片TheryZen 5000 Zen 3系列。</blockquote></p><p> \"While Intel has struggled to respond with a trump architectural offering, its biggest challenge ... has been that Intel mismanaged its pace of bleeding-end manufacturing technology, leaving the company at a disadvantage to the leading foundry providers,\" Acree said.</p><p><blockquote>Acree表示：“虽然英特尔一直在努力应对特朗普架构产品，但其最大的挑战……是英特尔对其尖端制造技术的步伐管理不善，使该公司相对于领先的代工供应商处于劣势。”</blockquote></p><p> With Intel somewhat handcuffed, the analyst added, \"AMD has been able to capitalize on the opportunity and has been gaining broad market share over the past few years.\"</p><p><blockquote>这位分析师补充道，由于英特尔受到了一定程度的束缚，“AMD已经能够利用这个机会，并在过去几年中获得了广泛的市场份额。”</blockquote></p><p> Intel, despite what the company keeps saying, is nowhere, according to Cramer. \"Yes, it bothers me right now that the stock is down a buck. Yes! It's killing me! And Intel keeps saying that they're going to pass AMD any minute. That's nonsense,\" Cramer said.</p><p><blockquote>克莱默表示，尽管英特尔一直在说什么，但该公司却无处可去。“是的，现在股价下跌了一美元，这让我很困扰。是的！这简直要了我的命！英特尔一直说他们随时都会超过AMD。那是胡说八道，”克莱默说。</blockquote></p><p> TheStreet Quant Ratings rates Intelas a Buy with a rating score of A-.</p><p><blockquote>TheStreet Quant Ratings将英特尔评级为买入，评级为A-。</blockquote></p><p> <b>Texas Instruments</b></p><p><blockquote><b>德州仪器</b></blockquote></p><p> Chipmaker Texas Instruments&nbsp;(<b>TXN</b>) -Get Report&nbsp;reported first-quarter revenue and earnings that topped analyst estimates, as well as strong second-quarter guidance.</p><p><blockquote>芯片制造商德州仪器(<b>TXN</b>)-Get Report报告第一季度收入和盈利超出分析师预期，第二季度指引也强劲。</blockquote></p><p> The company reported first-quarter revenue of $4.29 billionvs. the analyst consensus of $4.00 billion, while adjusted earnings came in at $1.87 per share versus consensus estimates for $1.58 per share. Operating income for the quarter was $1.94 billion vs. consensus estimates of $1.71 billion.</p><p><blockquote>该公司公布第一季度营收为42.9亿美元。分析师普遍预期为40亿美元，调整后收益为每股1.87美元，而市场普遍预期为每股1.58美元。该季度营业收入为19.4亿美元，市场普遍预期为17.1亿美元。</blockquote></p><p> TheStreet Quant Ratings rates Texas Instrumentsas a Buy with a rating score of A.</p><p><blockquote>TheStreet Quant Ratings将德州仪器评级为买入，评级为A。</blockquote></p><p> <i>AMD, Broadcom, and Nvidia are key holdings inJim Cramer'sAction Alerts PLUS charitable trust.Want to be alerted before Jim Cramer buys or sells any stock?Learn more from Cramer and his membership team now.</i></p><p><blockquote><i>AMD、博通和Nvidia是Jim Cramer的Action Alerts Plus慈善信托基金的主要持股。想在吉姆·克莱默购买或出售任何股票之前收到提醒吗？立即向克莱默和他的会员团队了解更多信息。</i></blockquote></p><p></p>","source":"lsy1610613172068","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>Semiconductor Watchlist: Jim Cramer Says to Own Nvidia, AMD and Broadcom<blockquote>半导体观察名单：吉姆·克莱默表示将拥有英伟达、AMD和博通</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSemiconductor Watchlist: Jim Cramer Says to Own Nvidia, AMD and Broadcom<blockquote>半导体观察名单：吉姆·克莱默表示将拥有英伟达、AMD和博通</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Street</strong><span class=\"h-time small\">2021-06-09 20:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>See buy or sell recommendations for AMD, Applied Materials, Qualcomm, NXP, Broadcom, Taiwan Semiconductor, and more semiconductor stocks.</b>  China's memory chip makers are pushing into the lower end of the market even as the country faces an increasingly steep uphill battle to achieve its self-sufficiency goals amid ongoing geopolitical tensions and a global semiconductor shortage that's expected to run into next year,according to South China Morning Post.</p><p><blockquote><b>查看AMD、应用材料、高通、恩智浦、博通、台积电和更多半导体股票的买入或卖出建议。</b>据《南华早报》报道，尽管在持续的地缘政治紧张局势和预计将持续到明年的全球半导体短缺的情况下，中国在实现自给自足目标方面面临着越来越艰巨的战斗，但中国的存储芯片制造商正在进军低端市场。</blockquote></p><p> Yangtze YTMC and Changxin Memory Technologies represent a new disruptive force in the sector and are expected to increase global capacity by 29 percent between 2020 and 2022, economists from investment bank Natixis said on Wednesday.</p><p><blockquote>投资银行Natixis的经济学家周三表示，长江YTMC和长鑫存储技术代表了该行业的一股新的颠覆性力量，预计在2020年至2022年间全球产能将增加29%。</blockquote></p><p> TheStreet's Jim Cramer is eyeing Applied Materials&nbsp;(<b>AMAT</b>) -Get Report&nbsp;and other semiconductor capital equipment stocks. \"They haven't let us down,\"Cramer said&nbsp;in a conversation with TheStreet's Katherine Ross. \"When you get that group going, that's the best leadership group there is,\" he added.</p><p><blockquote>TheStreet的吉姆·克莱默(Jim Cramer)正在关注应用材料公司(<b>阿马特</b>）-获取报告和其他半导体资本设备股票。“他们没有让我们失望，”克莱默在与TheStreet的凯瑟琳·罗斯的对话中说道。“当你让这个团队运转起来时，那就是最好的领导团队，”他补充道。</blockquote></p><p> Cramer also said Monday that the key to the market for him is still the Nasdaq. \"We need to see Advanced Micro Devices&nbsp;(<b>AMD</b>) -Get Report&nbsp;not get beaten down by Nvidia&nbsp;(<b>NVDA</b>) -Get Report... We need to see all sorts of technology stocks keep up with what I regard as a runaway industrial market,\" he said.</p><p><blockquote>克莱默周一还表示，对他来说，市场的关键仍然是纳斯达克。“我们需要看到先进微设备（<b>AMD</b>)-获取报告而不是被Nvidia击败(<b>NVDA</b>)-获取报告...我们需要看到各种科技股跟上我所认为的失控工业市场的步伐，”他说。</blockquote></p><p> Nvidia is still dominating the semiconductor market. And in terms of diversifying, Nvidia CEO Jensen Huang’s acquisition strategy has helped the firm branch into the automotive industry through high-profile partnerships through its NVIDIA drive network as well as data centers, aided by the acquisition of Mellanox, as well as AI technology through its anticipated takeover of Arm.</p><p><blockquote>英伟达仍然主导着半导体市场。在多元化方面，Nvidia首席执行官黄仁勋(Elon Musk)的收购战略帮助该公司通过其NVIDIA drive网络和数据中心建立高调合作伙伴关系，在收购Mellanox的帮助下，以及通过收购人工智能技术，进军汽车行业。预期收购Arm。</blockquote></p><p> While the semiconductor industry is certainly crowded, Nvidia has managed to set itself apart beyond its firm base in gaming and graphic chip dominance. As such, it might also be a perfect candidate for mention alongside the long-time tech leaders. Also, its market cap is a healthy $400+ billion, adding to its potential to fit with the rest of the group,according to TheStreet's Kevin Curran.</p><p><blockquote>虽然半导体行业确实很拥挤，但英伟达已经成功地超越了其在游戏和图形芯片主导地位方面的坚实基础。因此，它也可能是与长期技术领导者一起提及的完美候选人。此外，TheStreet的凯文·柯伦(Kevin Curran)表示，其市值已超过4000亿美元，这增加了其与集团其他公司接轨的潜力。</blockquote></p><p> Nvidia is also among companies that have noted a degree of uncertainty in predicting the impact ofcryptocurrency mining on near-term sales.</p><p><blockquote>英伟达也是在预测加密货币挖矿对近期销售的影响方面存在一定程度不确定性的公司之一。</blockquote></p><p> \"It's hard to estimate exactly how much and where crypto mining is being done. However, we can only assume that the vast majority of it is contributed by professional miners, especially when the amount of mining increases tremendously like it has,\" CEO Jensen Huang told investors on a conference call this past week.</p><p><blockquote>“很难准确估计加密货币挖矿的数量和地点。然而，我们只能假设其中绝大多数是由专业矿工贡献的，特别是当挖矿量像现在这样大幅增加时，”首席执行官黄仁勋上周在电话会议上告诉投资者。</blockquote></p><p> TheStreet's Jim Cramer noted in his dailyAction Alerts Plus rundownthis past week that while Nvidia has performed well and itsrecent 4-for-1 stock splitmakes sense, the link betweencryptocurrency mining and Nvidia’s performanceis not necessarily that strong.</p><p><blockquote>TheStreet的吉姆·克莱默(Jim Cramer)在上周的DailyAction Alerts Plus Rundown中指出，虽然Nvidia表现良好，而且最近的4比1股票分割也有道理，但加密货币挖矿与Nvidia业绩之间的联系不一定那么强。</blockquote></p><p> Nvidia has submitted an application to Chinese competition regulators to review its proposed $40 billion takeover of the U.K. chip designer Arm, according to the Financial Times. The chip company announced the deal about eight months ago and said it expects to close the deal by next March.</p><p><blockquote>据英国《金融时报》报道，英伟达已向中国竞争监管机构提交申请，要求审查其以400亿美元收购英国芯片设计公司Arm的提议。这家芯片公司大约在八个月前宣布了这笔交易，并表示预计将在明年3月之前完成交易。</blockquote></p><p> Nvidia's application was made in recent weeks and sets in</p><p><blockquote>Nvidia的申请是最近几周提出的，并开始</blockquote></p><p> motion a period of scrutiny that could take up to 18 months, according to Chinese antitrust lawyers, the Financial Times reported. In February,U.S. federal regulators opened an investigation into Nvidia's agreement to purchase Arm.</p><p><blockquote>据英国《金融时报》报道，中国反垄断律师表示，该动议可能需要长达18个月的审查期。2月，美国。联邦监管机构对英伟达收购Arm的协议展开调查。</blockquote></p><p> Meanwhile,&nbsp;Broadcom&nbsp;(<b>AVGO</b>) -Get Report&nbsp;issued a bullish fiscal-third quarter revenue outlook and topped estimates in the second quarter onstrong demand for the company's semiconductors.</p><p><blockquote>与此同时，博通（<b>AVGO</b>)-Get报告发布了乐观的第三财季收入前景，并因对该公司半导体的强劲需求而超出了第二季度的预期。</blockquote></p><p> The company said it expects third-quarter revenue of about $6.75 billion, higher than expectations of $6.6 billion. In addition, the company estimated adjusted EBITDA would 60% of projected revenue, or about $4.05 billion, above estimates of $3.88 billion.</p><p><blockquote>该公司表示，预计第三季度营收约为67.5亿美元，高于预期的66亿美元。此外，该公司预计调整后EBITDA将占预计收入的60%，即约40.5亿美元，高于预期的38.8亿美元。</blockquote></p><p> “Due to the strength in demand for semiconductors across our multiple end markets, we delivered 20% year-over-year</p><p><blockquote>“由于我们多个终端市场对半导体的需求强劲，我们的交付量同比增长了20%</blockquote></p><p> increase in semiconductor revenue,” said CEO Hock Tan.</p><p><blockquote>半导体收入的增加，”首席执行官Hock Tan说。</blockquote></p><p> “Our third-quarter outlook projects this year-over-year growth to sustain, as we continue to see strong demand from service providers and hypercloud.”</p><p><blockquote>“我们的第三季度展望预计，由于我们继续看到服务提供商和超云的强劲需求，同比增长将持续。”</blockquote></p><p> Cramer is watching the semiconductor capital equipment stocks closely, which he said: \"had let us down.\" \"There was a belief that there was a glut of certain kinds of chips,\" he added.</p><p><blockquote>克莱默正在密切关注半导体资本设备股，他表示：“这让我们失望了。”“人们认为某些类型的芯片供过于求，”他补充道。</blockquote></p><p> \"And even though a lot of people were worried about the supply of chips, a lot of the smartest people were saying, listen, get out of the semiconductor-capital stocks and there isn't a glut. There is a glut developing of a certain kind and Applied Materials kind of straightened that out.\"</p><p><blockquote>“尽管很多人担心芯片的供应，但很多最聪明的人都在说，听着，退出半导体资本股票，就不会出现供过于求的情况。某种类型和应用材料在某种程度上解决了这个问题。”</blockquote></p><p> Here is a list of the semiconductor stocks to watch and their performance by percentage change at the close of trading on Tuesday, June 8:</p><p><blockquote>以下是值得关注的半导体股票列表及其截至6月8日星期二收盘时的百分比变化表现：</blockquote></p><p> <b>Nvidia</b></p><p><blockquote><b>英伟达</b></blockquote></p><p></p><p> Large-cap tech stock Nvidia&nbsp;(<b>NVDA</b>) -Get Report&nbsp;is cruising higher. The company's stock rose afterthe semiconductor makerreported fiscal-first-quarter earnings and revenue that topped analyst expectations. Nvidia reported quarterly earnings of $3.66 a share on revenue of $5.66 billion. Analysts were expecting earnings of $3.29 a share on revenue of $5.4 billion.</p><p><blockquote>大盘科技股英伟达(<b>NVDA</b>)-Get报告正在走高。在这家半导体制造商公布的第一财季盈利和收入超出分析师预期后，该公司股价上涨。英伟达公布季度收益为每股3.66美元，营收为56.6亿美元。分析师预计每股收益为3.29美元，营收为54亿美元。</blockquote></p><p> Joel Kulina, SVP of Equity Trading at Wedbush Securities,&nbsp;argues for the addition of both Microsoft&nbsp;(<b>MSFT</b>) -Get Report&nbsp;and his chosen semiconductor stalwart Nvidia&nbsp;to result in the catchy FANGMAN,wrote TheStreet's Kevin Curran.&nbsp;“FANGMAN has been one of the better ones I’ve come across, easy to say; includes large-cap growth names across various pockets of tech.”</p><p><blockquote>Wedbush Securities股票交易高级副总裁Joel Kulina主张增加两名微软（<b>MSFT</b>）——TheStreet的凯文·柯伦(Kevin Curran)写道，Get Report和他选择的半导体巨头英伟达(Nvidia)造就了朗朗上口的FANGMAN。“FANGMAN是我遇到过的最好的人之一，很容易说；包括各个领域的大型成长型公司。”科技。”</blockquote></p><p> Nvidia would fit in well as its dominance in graphics chips has helped the firm assert a dominant market share in graphics cards, clocking in at a whopping 82% market share per Jon Peddie Research.</p><p><blockquote>Nvidia将非常适合，因为其在图形芯片领域的主导地位帮助该公司在显卡领域占据主导地位，根据Jon Peddie Research的数据，其市场份额高达82%。</blockquote></p><p> TheStreet Quant Ratings rates Nvidiaas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将Nvidia评级为买入，评级为B。</blockquote></p><p> <b>Applied Materials</b></p><p><blockquote><b>应用材料</b></blockquote></p><p> Jim Cramer recently named chip equipment&nbsp;major Applied Materials&nbsp;(<b>AMAT</b>) -Get Report&nbsp;asone of the stocks that got away.</p><p><blockquote>Jim Cramer最近将芯片设备专业应用材料(<b>阿马特</b>)-获取报告作为逃跑的股票之一。</blockquote></p><p> He called out the bull market in semiconductor equipment. We need to make more chips, he said, and companies like Applied Materials&nbsp;can make that happen.</p><p><blockquote>他喊出了半导体设备的牛市。他说，我们需要制造更多芯片，而像应用材料公司这样的公司可以实现这一目标。</blockquote></p><p> The&nbsp;semiconductor equipment major&nbsp;reported mixed fiscal-second-quarter earnings and received a number of positive reviews and price-target upgrades from Wall Street analysts.</p><p><blockquote>这家半导体设备巨头公布的第二财季收益好坏参半，并获得了华尔街分析师的多项积极评价和目标价上调。</blockquote></p><p> TheStreet Quant Ratings rates Applied Materialsas a Buy with a rating score of A-.</p><p><blockquote>TheStreet Quant Ratings将应用材料公司评级为买入，评级为A-。</blockquote></p><p> <b>Qualcomm</b></p><p><blockquote><b>Qualcomm</b></blockquote></p><p> Shares of Qualcomm&nbsp;(<b>QCOM</b>) -Get Report&nbsp;and other Apple&nbsp;(<b>AAPL</b>) -Get Report&nbsp;suppliers were dropping after a media report said Apple's 5G baseband chip could be used in the iPhone as soon as 2023.</p><p><blockquote>高通股份(<b>QCOM</b>)-获取报告和其他苹果(<b>AAPL</b>)-在媒体报道称苹果的5G基带芯片最早可能在2023年用于iPhone后，Get报告供应商纷纷下跌。</blockquote></p><p> AppleInsider cited TF International Securities analyst Ming-Chi Kuo as the person making its prediction. Kuo seesQualcomm having to change its strategyto combat order losses from Apple.</p><p><blockquote>AppleInsider援引TF International Securities分析师Ming-Chi Kuo作为做出这一预测的人。郭认为高通必须改变策略，以应对苹果的订单损失。</blockquote></p><p> Jim Cramer recently said investors should\"own Qualcomm stock.\"</p><p><blockquote>吉姆·克莱默最近表示，投资者应该“持有高通股票”。</blockquote></p><p> TheStreet Quant Ratings rates Qualcommas a Buy with a rating score of B+.</p><p><blockquote>TheStreet Quant Ratings将高通评级为买入，评级为B+。</blockquote></p><p> <b>NXP Semiconductors</b></p><p><blockquote><b>恩智浦半导体</b></blockquote></p><p> NXP Semiconductors&nbsp;(<b>NXPI</b>) -Get Report&nbsp;swung to a stronger-than-expected first-quarter profit from a year-earlier loss on 27% higher revenue.</p><p><blockquote>恩智浦半导体(<b>NXPI</b>)-Get报告显示，第一季度利润从上年同期亏损转为强于预期，收入增长27%。</blockquote></p><p> The Eindhoven, Netherlands, chipmaker reported that it earned $1.25 a share compared with a loss of 8 cents a share in the year-earlier quarter. Revenue reached $2.57 billion from $2.02 billion.</p><p><blockquote>这家总部位于荷兰埃因霍温的芯片制造商报告称，每股盈利1.25美元，而去年同期每股亏损8美分。营收从20.2亿美元达到25.7亿美元。</blockquote></p><p> TheStreet Quant Ratings rates NXP Semiconductorsas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将恩智浦半导体评级为买入，评级为B。</blockquote></p><p> <b>Advanced Micro Devices</b></p><p><blockquote><b>先进微设备公司</b></blockquote></p><p> Advanced Micro Devices&nbsp;(<b>AMD</b>) -Get Report&nbsp;was higher this past week after Benchmark initiatedcoverage of the chipmakerwith a buy rating and $100 price target.</p><p><blockquote>先进微设备公司（<b>AMD</b>)-在Benchmark首次对这家芯片制造商给予买入评级和100美元的目标价后，Get报告上周走高。</blockquote></p><p> Analyst Cody Acree said he expected \"the firm’s leadership to continue to drive share gains for at least the next few years.\"</p><p><blockquote>分析师科迪·阿克里(Cody Acree)表示，他预计“该公司的领导层至少在未来几年内将继续推动股价上涨”。</blockquote></p><p> TheStreet Quant Ratings rates AMDas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将AMDas评为买入，评级为B。</blockquote></p><p> <b>Taiwan Semiconductor Manufacturing</b></p><p><blockquote><b>台积电</b></blockquote></p><p> Cramer recently said&nbsp;that if investors think chips are truly in short supply and we need capital equipment, then the company they most need is Lam Research(<b>LRCX</b>) -Get Report, other than Taiwan Semiconductor Manufacturing(<b>TSM</b>) -Get Report.</p><p><blockquote>Cramer最近表示，如果投资者认为芯片确实供不应求，我们需要资本设备，那么他们最需要的公司就是Lam Research(<b>LRCX</b>)-获取报告，台积电除外(<b>TSM</b>)-获取报告。</blockquote></p><p> Cramer spoke recently aboutpicking stocks against a broad worldview, and Taiwan Semiconductors was discussed.</p><p><blockquote>克莱默最近谈到了根据广阔的世界观挑选股票，并讨论了台积电。</blockquote></p><p> \"For me, I'm particularly concerned about the Chinese making a move on Taiwan. We're squeezing their critical companies to the de facto takeover of Taiwan Semiconductor.I don't want inflation to be so raging that Jay Powell can't engineer a soft landing,\" Cramer said.</p><p><blockquote>“对我来说，我特别担心中国人对台湾采取行动。我们正在迫使他们的关键公司事实上收购台积电。我不希望通货膨胀如此严重，以至于杰伊·鲍威尔无法做到这一点。”设计软着陆，”克莱默说。</blockquote></p><p> TheStreet Quant Ratings rates TSMas a Buy with a rating score of A.</p><p><blockquote>TheStreet Quant Ratings将TSMA评级为买入，评级为A。</blockquote></p><p> <b>Micron Technology</b></p><p><blockquote><b>美光科技</b></blockquote></p><p> Micron Technology&nbsp;(<b>MU</b>) -Get Report&nbsp;recently announced the successful closing of nearly$3.7 billion inaugural sustainability-linked credit facilities.</p><p><blockquote>美光科技(<b>穆</b>)-Get Report最近宣布成功完成了近37亿美元的首笔可持续发展相关信贷安排。</blockquote></p><p> The facilities, which create additional long-term value for Micron's stakeholders, reinforce the company's commitment to sustainability and 2030 environmental goals.</p><p><blockquote>这些设施为美光科技的利益相关者创造了额外的长期价值，强化了公司对可持续发展和2030年环境目标的承诺。</blockquote></p><p> TheStreet Quant Ratings rates Micronas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将Micronas评为买入，评级为B。</blockquote></p><p> <b>Broadcom</b></p><p><blockquote><b>Broadcom</b></blockquote></p><p> Broadcom&nbsp;(<b>AVGO</b>) -Get Report&nbsp;has performed quite well over the past year, up about 55% in that span. However, the stock has been relatively stagnant so far in 2021, up just 6%.</p><p><blockquote>博通(<b>AVGO</b>)-Get Report在过去一年中表现相当不错，同期增长了约55%。然而，2021年迄今为止，该股相对停滞，仅上涨6%。</blockquote></p><p> From early November to mid-February, Broadcom really found its groove. Shares rallied more than 40% in that span as the chipmaker saw its stock glide higher. While Broadcom topped out around the time that other high-growth stocks did, it didn’t suffer the same fate as those caught in theensuing bear market.</p><p><blockquote>从11月初到2月中旬，博通真正找到了自己的最佳状态。随着这家芯片制造商的股价下滑，其股价在此期间上涨了40%以上。虽然博通与其他高增长股票一样在同一时间见顶，但它并没有遭受与那些陷入随后熊市的股票相同的命运。</blockquote></p><p></p><p> \"This is a high-multiple stock that has people spooked. I own it for my charitable trust and you should, too.\" Cramer recently said of Broadcomduring a Mad Money Lightning Round.</p><p><blockquote>“这是一只让人们感到害怕的高市盈率股票。我持有它是为了我的慈善信托，你也应该这样做。”克莱默最近在一轮疯狂的资金闪电中谈到了Broadcom。</blockquote></p><p> TheStreet Quant Ratings rates Broadcomas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将Broadcomas评级为买入，评级为B。</blockquote></p><p> <b>Intel</b></p><p><blockquote><b>英特尔</b></blockquote></p><p> Analyst Cody Acree said in a research note that AMD's management, led by Chief Executive Lisa Su, \"has developed a base processor architecture (Zen), and its generational improvements, that have proven over the last few years to be highly competitive - and often superior - to Intel’s&nbsp;(<b>INTC</b>) -Get Report&nbsp;designs, particularly with AMD using Taiwan Semiconductor’s&nbsp;most advanced commercial volume lithography process.\"</p><p><blockquote>分析师Cody Acree在一份研究报告中表示，由首席执行官Lisa Su领导的AMD管理层“开发了一种基本处理器架构(Zen)及其世代改进，在过去几年中已被证明具有很强的竞争力，而且往往优于英特尔（<b>INTC</b>）-获取报告设计，特别是使用台积电最先进的商业批量光刻工艺的AMD。”</blockquote></p><p> In January Su unveiled theRyzen 5000 Zen 3series, a new generation of mobile and desktop gaming chips.</p><p><blockquote>一月份，Su推出了新一代移动和桌面游戏芯片TheryZen 5000 Zen 3系列。</blockquote></p><p> \"While Intel has struggled to respond with a trump architectural offering, its biggest challenge ... has been that Intel mismanaged its pace of bleeding-end manufacturing technology, leaving the company at a disadvantage to the leading foundry providers,\" Acree said.</p><p><blockquote>Acree表示：“虽然英特尔一直在努力应对特朗普架构产品，但其最大的挑战……是英特尔对其尖端制造技术的步伐管理不善，使该公司相对于领先的代工供应商处于劣势。”</blockquote></p><p> With Intel somewhat handcuffed, the analyst added, \"AMD has been able to capitalize on the opportunity and has been gaining broad market share over the past few years.\"</p><p><blockquote>这位分析师补充道，由于英特尔受到了一定程度的束缚，“AMD已经能够利用这个机会，并在过去几年中获得了广泛的市场份额。”</blockquote></p><p> Intel, despite what the company keeps saying, is nowhere, according to Cramer. \"Yes, it bothers me right now that the stock is down a buck. Yes! It's killing me! And Intel keeps saying that they're going to pass AMD any minute. That's nonsense,\" Cramer said.</p><p><blockquote>克莱默表示，尽管英特尔一直在说什么，但该公司却无处可去。“是的，现在股价下跌了一美元，这让我很困扰。是的！这简直要了我的命！英特尔一直说他们随时都会超过AMD。那是胡说八道，”克莱默说。</blockquote></p><p> TheStreet Quant Ratings rates Intelas a Buy with a rating score of A-.</p><p><blockquote>TheStreet Quant Ratings将英特尔评级为买入，评级为A-。</blockquote></p><p> <b>Texas Instruments</b></p><p><blockquote><b>德州仪器</b></blockquote></p><p> Chipmaker Texas Instruments&nbsp;(<b>TXN</b>) -Get Report&nbsp;reported first-quarter revenue and earnings that topped analyst estimates, as well as strong second-quarter guidance.</p><p><blockquote>芯片制造商德州仪器(<b>TXN</b>)-Get Report报告第一季度收入和盈利超出分析师预期，第二季度指引也强劲。</blockquote></p><p> The company reported first-quarter revenue of $4.29 billionvs. the analyst consensus of $4.00 billion, while adjusted earnings came in at $1.87 per share versus consensus estimates for $1.58 per share. Operating income for the quarter was $1.94 billion vs. consensus estimates of $1.71 billion.</p><p><blockquote>该公司公布第一季度营收为42.9亿美元。分析师普遍预期为40亿美元，调整后收益为每股1.87美元，而市场普遍预期为每股1.58美元。该季度营业收入为19.4亿美元，市场普遍预期为17.1亿美元。</blockquote></p><p> TheStreet Quant Ratings rates Texas Instrumentsas a Buy with a rating score of A.</p><p><blockquote>TheStreet Quant Ratings将德州仪器评级为买入，评级为A。</blockquote></p><p> <i>AMD, Broadcom, and Nvidia are key holdings inJim Cramer'sAction Alerts PLUS charitable trust.Want to be alerted before Jim Cramer buys or sells any stock?Learn more from Cramer and his membership team now.</i></p><p><blockquote><i>AMD、博通和Nvidia是Jim Cramer的Action Alerts Plus慈善信托基金的主要持股。想在吉姆·克莱默购买或出售任何股票之前收到提醒吗？立即向克莱默和他的会员团队了解更多信息。</i></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/technology/semiconductor-watchlist-jim-cramer-says-to-own-nvidia-amd-broadcom\">The Street</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":{"AVGO":"博通","NXPI":"恩智浦","MU":"美光科技","AMD":"美国超微公司","QCOM":"高通","TSM":"台积电","AMAT":"应用材料","NVDA":"英伟达","INTC":"英特尔","TXN":"德州仪器"},"source_url":"https://www.thestreet.com/technology/semiconductor-watchlist-jim-cramer-says-to-own-nvidia-amd-broadcom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163875762","content_text":"See buy or sell recommendations for AMD, Applied Materials, Qualcomm, NXP, Broadcom, Taiwan Semiconductor, and more semiconductor stocks.\n\nChina's memory chip makers are pushing into the lower end of the market even as the country faces an increasingly steep uphill battle to achieve its self-sufficiency goals amid ongoing geopolitical tensions and a global semiconductor shortage that's expected to run into next year,according to South China Morning Post.\nYangtze YTMC and Changxin Memory Technologies represent a new disruptive force in the sector and are expected to increase global capacity by 29 percent between 2020 and 2022, economists from investment bank Natixis said on Wednesday.\nTheStreet's Jim Cramer is eyeing Applied Materials (AMAT) -Get Report and other semiconductor capital equipment stocks. \"They haven't let us down,\"Cramer said in a conversation with TheStreet's Katherine Ross. \"When you get that group going, that's the best leadership group there is,\" he added.\nCramer also said Monday that the key to the market for him is still the Nasdaq. \"We need to see Advanced Micro Devices (AMD) -Get Report not get beaten down by Nvidia (NVDA) -Get Report... We need to see all sorts of technology stocks keep up with what I regard as a runaway industrial market,\" he said.\nNvidia is still dominating the semiconductor market. And in terms of diversifying, Nvidia CEO Jensen Huang’s acquisition strategy has helped the firm branch into the automotive industry through high-profile partnerships through its NVIDIA drive network as well as data centers, aided by the acquisition of Mellanox, as well as AI technology through its anticipated takeover of Arm.\nWhile the semiconductor industry is certainly crowded, Nvidia has managed to set itself apart beyond its firm base in gaming and graphic chip dominance. As such, it might also be a perfect candidate for mention alongside the long-time tech leaders. Also, its market cap is a healthy $400+ billion, adding to its potential to fit with the rest of the group,according to TheStreet's Kevin Curran.\nNvidia is also among companies that have noted a degree of uncertainty in predicting the impact ofcryptocurrency mining on near-term sales.\n\"It's hard to estimate exactly how much and where crypto mining is being done. However, we can only assume that the vast majority of it is contributed by professional miners, especially when the amount of mining increases tremendously like it has,\" CEO Jensen Huang told investors on a conference call this past week.\nTheStreet's Jim Cramer noted in his dailyAction Alerts Plus rundownthis past week that while Nvidia has performed well and itsrecent 4-for-1 stock splitmakes sense, the link betweencryptocurrency mining and Nvidia’s performanceis not necessarily that strong.\nNvidia has submitted an application to Chinese competition regulators to review its proposed $40 billion takeover of the U.K. chip designer Arm, according to the Financial Times. The chip company announced the deal about eight months ago and said it expects to close the deal by next March.\nNvidia's application was made in recent weeks and sets in\nmotion a period of scrutiny that could take up to 18 months, according to Chinese antitrust lawyers, the Financial Times reported. In February,U.S. federal regulators opened an investigation into Nvidia's agreement to purchase Arm.\nMeanwhile, Broadcom (AVGO) -Get Report issued a bullish fiscal-third quarter revenue outlook and topped estimates in the second quarter onstrong demand for the company's semiconductors.\nThe company said it expects third-quarter revenue of about $6.75 billion, higher than expectations of $6.6 billion. In addition, the company estimated adjusted EBITDA would 60% of projected revenue, or about $4.05 billion, above estimates of $3.88 billion.\n“Due to the strength in demand for semiconductors across our multiple end markets, we delivered 20% year-over-year\nincrease in semiconductor revenue,” said CEO Hock Tan.\n“Our third-quarter outlook projects this year-over-year growth to sustain, as we continue to see strong demand from service providers and hypercloud.”\nCramer is watching the semiconductor capital equipment stocks closely, which he said: \"had let us down.\" \"There was a belief that there was a glut of certain kinds of chips,\" he added.\n\"And even though a lot of people were worried about the supply of chips, a lot of the smartest people were saying, listen, get out of the semiconductor-capital stocks and there isn't a glut. There is a glut developing of a certain kind and Applied Materials kind of straightened that out.\"\nHere is a list of the semiconductor stocks to watch and their performance by percentage change at the close of trading on Tuesday, June 8:\nNvidia\nLarge-cap tech stock Nvidia (NVDA) -Get Report is cruising higher. The company's stock rose afterthe semiconductor makerreported fiscal-first-quarter earnings and revenue that topped analyst expectations. Nvidia reported quarterly earnings of $3.66 a share on revenue of $5.66 billion. Analysts were expecting earnings of $3.29 a share on revenue of $5.4 billion.\nJoel Kulina, SVP of Equity Trading at Wedbush Securities, argues for the addition of both Microsoft (MSFT) -Get Report and his chosen semiconductor stalwart Nvidia to result in the catchy FANGMAN,wrote TheStreet's Kevin Curran. “FANGMAN has been one of the better ones I’ve come across, easy to say; includes large-cap growth names across various pockets of tech.”\nNvidia would fit in well as its dominance in graphics chips has helped the firm assert a dominant market share in graphics cards, clocking in at a whopping 82% market share per Jon Peddie Research.\nTheStreet Quant Ratings rates Nvidiaas a Buy with a rating score of B.\nApplied Materials\nJim Cramer recently named chip equipment major Applied Materials (AMAT) -Get Report asone of the stocks that got away.\nHe called out the bull market in semiconductor equipment. We need to make more chips, he said, and companies like Applied Materials can make that happen.\nThe semiconductor equipment major reported mixed fiscal-second-quarter earnings and received a number of positive reviews and price-target upgrades from Wall Street analysts.\nTheStreet Quant Ratings rates Applied Materialsas a Buy with a rating score of A-.\nQualcomm\nShares of Qualcomm (QCOM) -Get Report and other Apple (AAPL) -Get Report suppliers were dropping after a media report said Apple's 5G baseband chip could be used in the iPhone as soon as 2023.\nAppleInsider cited TF International Securities analyst Ming-Chi Kuo as the person making its prediction. Kuo seesQualcomm having to change its strategyto combat order losses from Apple.\nJim Cramer recently said investors should\"own Qualcomm stock.\"\nTheStreet Quant Ratings rates Qualcommas a Buy with a rating score of B+.\nNXP Semiconductors\nNXP Semiconductors (NXPI) -Get Report swung to a stronger-than-expected first-quarter profit from a year-earlier loss on 27% higher revenue.\nThe Eindhoven, Netherlands, chipmaker reported that it earned $1.25 a share compared with a loss of 8 cents a share in the year-earlier quarter. Revenue reached $2.57 billion from $2.02 billion.\nTheStreet Quant Ratings rates NXP Semiconductorsas a Buy with a rating score of B.\nAdvanced Micro Devices\nAdvanced Micro Devices (AMD) -Get Report was higher this past week after Benchmark initiatedcoverage of the chipmakerwith a buy rating and $100 price target.\nAnalyst Cody Acree said he expected \"the firm’s leadership to continue to drive share gains for at least the next few years.\"\nTheStreet Quant Ratings rates AMDas a Buy with a rating score of B.\nTaiwan Semiconductor Manufacturing\nCramer recently said that if investors think chips are truly in short supply and we need capital equipment, then the company they most need is Lam Research(LRCX) -Get Report, other than Taiwan Semiconductor Manufacturing(TSM) -Get Report.\nCramer spoke recently aboutpicking stocks against a broad worldview, and Taiwan Semiconductors was discussed.\n\"For me, I'm particularly concerned about the Chinese making a move on Taiwan. We're squeezing their critical companies to the de facto takeover of Taiwan Semiconductor.I don't want inflation to be so raging that Jay Powell can't engineer a soft landing,\" Cramer said.\nTheStreet Quant Ratings rates TSMas a Buy with a rating score of A.\nMicron Technology\nMicron Technology (MU) -Get Report recently announced the successful closing of nearly$3.7 billion inaugural sustainability-linked credit facilities.\nThe facilities, which create additional long-term value for Micron's stakeholders, reinforce the company's commitment to sustainability and 2030 environmental goals.\nTheStreet Quant Ratings rates Micronas a Buy with a rating score of B.\nBroadcom\nBroadcom (AVGO) -Get Report has performed quite well over the past year, up about 55% in that span. However, the stock has been relatively stagnant so far in 2021, up just 6%.\nFrom early November to mid-February, Broadcom really found its groove. Shares rallied more than 40% in that span as the chipmaker saw its stock glide higher. While Broadcom topped out around the time that other high-growth stocks did, it didn’t suffer the same fate as those caught in theensuing bear market.\n\"This is a high-multiple stock that has people spooked. I own it for my charitable trust and you should, too.\" Cramer recently said of Broadcomduring a Mad Money Lightning Round.\nTheStreet Quant Ratings rates Broadcomas a Buy with a rating score of B.\nIntel\nAnalyst Cody Acree said in a research note that AMD's management, led by Chief Executive Lisa Su, \"has developed a base processor architecture (Zen), and its generational improvements, that have proven over the last few years to be highly competitive - and often superior - to Intel’s (INTC) -Get Report designs, particularly with AMD using Taiwan Semiconductor’s most advanced commercial volume lithography process.\"\nIn January Su unveiled theRyzen 5000 Zen 3series, a new generation of mobile and desktop gaming chips.\n\"While Intel has struggled to respond with a trump architectural offering, its biggest challenge ... has been that Intel mismanaged its pace of bleeding-end manufacturing technology, leaving the company at a disadvantage to the leading foundry providers,\" Acree said.\nWith Intel somewhat handcuffed, the analyst added, \"AMD has been able to capitalize on the opportunity and has been gaining broad market share over the past few years.\"\nIntel, despite what the company keeps saying, is nowhere, according to Cramer. \"Yes, it bothers me right now that the stock is down a buck. Yes! It's killing me! And Intel keeps saying that they're going to pass AMD any minute. That's nonsense,\" Cramer said.\nTheStreet Quant Ratings rates Intelas a Buy with a rating score of A-.\nTexas Instruments\nChipmaker Texas Instruments (TXN) -Get Report reported first-quarter revenue and earnings that topped analyst estimates, as well as strong second-quarter guidance.\nThe company reported first-quarter revenue of $4.29 billionvs. the analyst consensus of $4.00 billion, while adjusted earnings came in at $1.87 per share versus consensus estimates for $1.58 per share. Operating income for the quarter was $1.94 billion vs. consensus estimates of $1.71 billion.\nTheStreet Quant Ratings rates Texas Instrumentsas a Buy with a rating score of A.\nAMD, Broadcom, and Nvidia are key holdings inJim Cramer'sAction Alerts PLUS charitable trust.Want to be alerted before Jim Cramer buys or sells any stock?Learn more from Cramer and his membership team now.","news_type":1,"symbols_score_info":{"MU":0.9,"BRCM":0.9,"TSM":0.9,"QCOM":0.9,"TXN":0.9,"AMAT":0.9,"NVDA":0.9,"AVGO":0.9,"NXPI":0.9,"INTC":0.9,"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185713272,"gmtCreate":1623673042696,"gmtModify":1634030302248,"author":{"id":"3583669366978952","authorId":"3583669366978952","name":"ttm17396","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583669366978952","authorIdStr":"3583669366978952"},"themes":[],"htmlText":"To the moon. 400","listText":"To the moon. 400","text":"To the moon. 400","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185713272","repostId":"1119906239","repostType":2,"isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":185786173,"gmtCreate":1623673660192,"gmtModify":1634030291569,"author":{"id":"3583669366978952","authorId":"3583669366978952","name":"ttm17396","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583669366978952","authorIdStr":"3583669366978952"},"themes":[],"htmlText":"AMD too","listText":"AMD too","text":"AMD too","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/185786173","repostId":"1165811803","repostType":4,"isVote":1,"tweetType":1,"viewCount":2769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185729263,"gmtCreate":1623674455052,"gmtModify":1634030278595,"author":{"id":"3583669366978952","authorId":"3583669366978952","name":"ttm17396","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583669366978952","authorIdStr":"3583669366978952"},"themes":[],"htmlText":"In Lisa Su we trust! Great execution by AMD in datacenter.&nbsp;","listText":"In Lisa Su we trust! Great execution by AMD in datacenter.&nbsp;","text":"In Lisa Su we trust! Great execution by AMD in datacenter.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/185729263","repostId":"1163127718","repostType":4,"repost":{"id":"1163127718","kind":"news","pubTimestamp":1623640604,"share":"https://www.laohu8.com/m/news/1163127718?lang=zh_CN&edition=full","pubTime":"2021-06-14 11:16","market":"us","language":"en","title":"AMD’s stock has been left behind, but not for long — here’s why<blockquote>AMD的股票已经落后，但不会太久——原因如下</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163127718","media":"MarketWatch","summary":"Advanced Micro Devices has a slew of new cutting-edge products, not to mention a key acquisition, to","content":"<p>Advanced Micro Devices has a slew of new cutting-edge products, not to mention a key acquisition, to accelerate growth.</p><p><blockquote>Advanced Micro Devices拥有一系列新的尖端产品，更不用说一项关键收购来加速增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b46f527aa40d36fd2c1a5697760ca79d\" tg-width=\"1260\" tg-height=\"840\"><span>(GETTY IMAGES)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（盖蒂图片社）</span></p></blockquote></p><p> Technology as a sector still looks like a buy after a recent rebound, but&nbsp;one chip stock stands out in particular.</p><p><blockquote>在最近的反弹之后，科技作为一个行业看起来仍然值得买入，但一只芯片股尤其突出。</blockquote></p><p> While the iShares PHLX Semiconductor ETF&nbsp;and Nvidia Corp.NVDAhave recovered from their May swoons, Advanced Micro Devices Inc.&nbsp;hasn’t yet fully rebounded. This makes the stock look like one to own, even though it is up 517% since I last suggested itin February 2017, compared with gains of 80% for the S&amp;P 500&nbsp;and 140% for Nasdaq Composite Index.</p><p><blockquote>虽然iShares PHLX Semiconductor ETF和Nvidia Corp.NVDA已经从5月份的低迷中恢复过来，但Advanced Micro Devices Inc.尚未完全反弹。这使得该股看起来值得持有，尽管自我上次在2017年2月建议该股以来，该股已上涨517%，而标普500和纳斯达克综合指数分别上涨了80%和140%。</blockquote></p><p> Let’s take a look at why, and how AMD stacks up against competitors.</p><p><blockquote>让我们来看看为什么，以及AMD如何与竞争对手相比。</blockquote></p><p> <b>Key dynamics</b></p><p><blockquote><b>关键动态</b></blockquote></p><p> Advanced Micro Devices designs central processing units (CPUs) and graphics processing units (GPUs) used in data center servers, PCs and videogame consoles. That makes it a play on two of the biggest trends in tech right now — migration to the cloud and videogame hardware. Historically, the company lagged Intel Corp..But it has now surpassed its rival because of innovative chip designs and manufacturing issues at Intel.</p><p><blockquote>Advanced Micro Devices设计用于数据中心服务器、PC和视频游戏机的中央处理器（CPU）和图形处理器（GPU）。这使得它成为目前科技领域两大趋势的一部分——向云和视频游戏硬件的迁移。从历史上看，该公司落后于英特尔公司。但由于英特尔的创新芯片设计和制造问题，它现在已经超过了竞争对手。</blockquote></p><p> Over the past few years, AMD has rolled out highly competitive lines of chips, thanks to the leadership of CEO Lisa Su, who took the helm in 2014, says tech analyst Peter Karazeris at Thrivent. This put AMD back in the game. AMD’s EPYC series of processors for servers has been endorsed by broad usage among the main cloud providers — including Amazon Inc.,Alphabet Inc.,Microsoft Corp.,Oracle Corp.&nbsp;and Tencent Holdings Ltd.AMD’s Radeon GPUs for gaming hardware and its Ryzen line of chips used in PCs and laptops are equally successful.</p><p><blockquote>Thrivent的技术分析师Peter Karazeris表示，在2014年上任的首席执行官Lisa Su的领导下，AMD推出了极具竞争力的芯片系列。这让AMD重新回到了游戏中。AMD用于服务器的EPYC系列处理器已得到主要云提供商的广泛使用，包括亚马逊公司、Alphabet公司、微软公司、甲骨文公司和腾讯控股控股有限公司。AMD用于游戏硬件的Radeon GPU及其用于PC和笔记本电脑的Ryzen系列芯片同样成功。</blockquote></p><p> Besides better chip design, AMD has pulled ahead by drawing on advanced manufacturing capabilities of Taiwan Semiconductor&nbsp;Manufacturing Co. Ltd.,which can pack more punch in chips through the use of smaller, 7 nanometer transistors. Intel is stuck back at 10 nanometers.</p><p><blockquote>除了更好的芯片设计，AMD还通过利用台积电制造有限公司的先进制造能力取得了领先，该公司可以通过使用更小的7纳米晶体管来封装更多的芯片。英特尔被困在10纳米。</blockquote></p><p> Here’s the upshot in all of this: AMD is a solid play on the megatrend of cloud computing and the related data center buildout. It’s a bet on the increasing complexity of artificial intelligence and big data analytics. And its GPU chips give Nvidia a run for the money. That makes AMD a play on the new Xbox and Sony PlayStation console upgrade cycle and the potential release of a new Nintendo Switch later this year. AMD is also now a serious contender in PCs and notebooks.</p><p><blockquote>这一切的结果是：AMD在云计算和相关数据中心建设的大趋势中发挥了坚实的作用。这是对人工智能和大数据分析日益复杂的押注。它的GPU芯片让英伟达物有所值。这使得AMD在新的Xbox和索尼PlayStation游戏机升级周期中发挥了作用，并有可能在今年晚些时候发布新的任天堂Switch。AMD现在也是个人电脑和笔记本电脑的有力竞争者。</blockquote></p><p> “Our goal at AMD is to really be the leader in the high-performance computing wave,” says Su.</p><p><blockquote>“我们AMD的目标是真正成为高性能计算浪潮的领导者，”Su说。</blockquote></p><p> She’s getting her way, and you can see the success in the numbers. First-quarter sales grew 93% year-over-year and 6% sequentially. AMD guided for 50% sales growth for the year, up from prior guidance of 37% growth.</p><p><blockquote>她正在如愿以偿，你可以从数字中看到成功。第一季度销售额同比增长93%，环比增长6%。AMD预计今年销售额增长50%，高于之前37%的增长指引。</blockquote></p><p> “We believe this guidance should be easily attainable, particularly as Intel deals with manufacturing challenges,” says Morningstar analyst Abhinav Davuluri.</p><p><blockquote>晨星分析师Abhinav Davuluri表示：“我们相信这一指导应该很容易实现，特别是在英特尔应对制造挑战的情况下。”</blockquote></p><p> In CPUs, sales are growing faster than those of the overall industry, which tells us AMD is gaining share from competitors.</p><p><blockquote>在CPU领域，销售额的增长速度快于整个行业，这告诉我们AMD正在从竞争对手那里获得份额。</blockquote></p><p> “We expect continued share growth through the balance of the year and into 2022,” says Goldman Sachs analyst Toshiya Hari, who has a buy rating and a $106 price target on AMD. The chip company is on Goldman’s “conviction list” of highly favored companies.</p><p><blockquote>高盛分析师Toshiya Hari表示：“我们预计今年剩余时间和2022年股价将持续增长。”他对AMD给予买入评级和106美元的目标价。这家芯片公司在高盛高度青睐公司的“定罪名单”上。</blockquote></p><p> Here’s how AMD stacks up against competitors in terms of growth in the most recent quarter, profit margins and valuation:</p><p><blockquote>以下是AMD在最近一个季度的增长、利润率和估值方面与竞争对手的比较：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc890546f0d4079834223660e88bc00d\" tg-width=\"1260\" tg-height=\"387\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Cash and cash flow</b></p><p><blockquote><b>现金及现金流量</b></blockquote></p><p> Big cash positions and solid cash flow are positives for investors because they give companies freedom that comes from reliance on banks for financing. Strong cash positions also support investor-friendly moves, such as buybacks and dividends.</p><p><blockquote>大量现金头寸和稳健的现金流对投资者来说是积极的，因为它们为公司提供了依赖银行融资的自由。强劲的现金头寸也支持对投资者友好的举措，例如回购和股息。</blockquote></p><p> Thanks to all the growth, AMD’s cash position rose sharply last year to $2.3 billion, from $1.5 billion in 2019. AMD doesn’t pay a dividend, but its board recently approved a large $4 billion share repurchase. As the company’s first big return of cash to shareholders, this represents about 4% of AMD’s market capitalization. It also signals the company’s confidence in its business and ability to continue generating solid free cash flow despite rising concerns about intensifying competition, says Deutsche Bank analyst Ross Seymore.</p><p><blockquote>得益于所有的增长，AMD的现金头寸从2019年的15亿美元大幅上升至去年的23亿美元。AMD不支付股息，但其董事会最近批准了40亿美元的巨额股票回购。作为该公司首次向股东返还大笔现金，这约占AMD市值的4%。德意志银行分析师罗斯·西莫尔表示，这也表明该公司对其业务充满信心，尽管人们越来越担心竞争加剧，但仍有能力继续产生稳定的自由现金流。</blockquote></p><p> Here’s a look at AMD’s cash position and cash flow&nbsp; growth, relative to competitors. The numbers for Marvell Technology Inc.&nbsp;are through Jan. 30, 2021. The rest are for the first quarter:</p><p><blockquote>以下是AMD相对于竞争对手的现金状况和现金流增长情况。Marvell Technology Inc.的数据截至2021年1月30日。其余为第一季度：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/798ea9650ce6e4247ba91b6912e48a82\" tg-width=\"1260\" tg-height=\"453\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Global reach</b></p><p><blockquote><b>全球影响力</b></blockquote></p><p></p><p> AMD books sales in many regions. That’s a positive when global growth is as strong as it is now — lifted by $30 trillion in fiscal and monetary stimulus worldwide. Big exposure to China could be a risk because of U.S.-China tensions, but this issue seems to be diminishing a bit under President Biden, at least so far.</p><p><blockquote>AMD在许多地区都有销售记录。当全球经济增长像现在这样强劲时，这是一个积极的因素——在全球30万亿美元的财政和货币刺激措施的推动下。由于美中紧张局势，大量接触中国可能是一种风险，但在拜登总统的领导下，这个问题似乎有所减少，至少到目前为止是这样。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04e42a7c55f914ecd7ddb2cbf8562253\" tg-width=\"1259\" tg-height=\"772\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Stock valuation and performance</b></p><p><blockquote><b>股票估值和表现</b></blockquote></p><p> By most measures, AMD is the second-priciest stock in its group. But given the growth, it’s justified.</p><p><blockquote>从大多数指标来看，AMD是同类股票中第二贵的股票。但考虑到增长，这是合理的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b26407edc4248424b878d3024bb9ac2\" tg-width=\"1260\" tg-height=\"550\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Wall Street’s opinion</b></p><p><blockquote><b>华尔街的观点</b></blockquote></p><p> As a group, Wall Street analysts are predicting the biggest gains for AMD, among all the companies in its space. It’s also notable that only 61% of analysts have a buy rating, lower than the percentages for Nvidia, Broadcom Inc.,Marvell and Analog Devices Inc..For investors, this is a positive because it tells us there’s more room for sell-side analysts to turn bullish and drive their clients into the name.</p><p><blockquote>作为一个整体，华尔街分析师预测AMD的涨幅是该领域所有公司中最大的。同样值得注意的是，只有61%的分析师给予买入评级，低于英伟达、博通公司、Marvell和ADI公司的比例。对于投资者来说，这是一个积极的因素，因为它告诉我们卖方分析师有更多的空间转向看涨并推动他们的客户进入该名称。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/995f76673215ab81971fbc2e8ace0641\" tg-width=\"1260\" tg-height=\"551\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> One big risk for AMD is that Intel stages a comeback, notes Tony Wang, a tech analyst at T. Rowe Price. Intel has done so before. But AMD still has a few tricks up its sleeve.</p><p><blockquote>T.Rowe Price科技分析师Tony Wang指出，AMD面临的一大风险是英特尔卷土重来。英特尔以前也这样做过。但AMD仍然有一些锦囊妙计。</blockquote></p><p> It recently launched a more advanced version of its EPYC processor, codenamed Milan. This line of server chips will ramp up sales in the second half of this year. AMD is making the leap to even more efficient 5 nanometer production with a line of chips dubbed Genoa, slated for release in 2022. These two rollouts will allow AMD to continue its market-share gains against competitors including Intel, says Jefferies analyst Mark&nbsp;Lipacis — one reason he has a “buy” rating and a $110 price target on the stock.</p><p><blockquote>它最近推出了更高级版本的EPYC处理器，代号为Milan。该系列服务器芯片将在今年下半年提升销量。AMD正在向更高效的5纳米生产迈进，推出了一系列名为Genoa的芯片，计划于2022年发布。杰富瑞(Jefferies)分析师马克·利帕西斯(Mark Lipacis)表示，这两项产品的推出将使AMD在相对于英特尔等竞争对手的市场份额中继续增长，这也是他给予该股“买入”评级和110美元目标价的原因之一。</blockquote></p><p> AMD is also rolling out next-generation GPUs based on its Compute DNA (CDNA)&nbsp;chip architecture, for use in data centers. And AMD’s merger with Xilinx Inc.&nbsp;later this year should help AMD produce even more sophisticated chips by incorporating Xilinx’s field-programmable gate array (FPGA) capabilities into its chip designs. FPGA gives customers more leeway to customize chips for their own needs.</p><p><blockquote>AMD还推出了基于其计算DNA（CDNA）芯片架构的下一代GPU，用于数据中心。AMD今年晚些时候与Xilinx Inc.的合并应该会通过将Xilinx的现场可编程门阵列（FPGA）功能整合到其芯片设计中来帮助AMD生产更复杂的芯片。FPGA为客户提供了更多的余地，可以根据自己的需求定制芯片。</blockquote></p><p> Other risks include the cyclical nature of the chip industry and the unpredictable demand from consumers and companies as economic growth rates change. One more threat is the broader adoption of competing chips based on ARM (advanced RISC machines) technology.</p><p><blockquote>其他风险包括芯片行业的周期性，以及随着经济增长率的变化，消费者和企业的需求不可预测。另一个威胁是基于ARM（高级RISC机器）技术的竞争芯片的更广泛采用。</blockquote></p><p> <b>Important dates</b></p><p><blockquote><b>重要日期</b></blockquote></p><p> <b>July 26:</b>Second-quarter earnings release.</p><p><blockquote><b>7月26日：</b>第二季度财报发布。</blockquote></p><p> <b>Oct. 25:</b>Third-quarter earnings release.</p><p><blockquote><b>10月25日：</b>第三季度财报发布。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD’s stock has been left behind, but not for long — here’s why<blockquote>AMD的股票已经落后，但不会太久——原因如下</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD’s stock has been left behind, but not for long — here’s why<blockquote>AMD的股票已经落后，但不会太久——原因如下</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-06-14 11:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Advanced Micro Devices has a slew of new cutting-edge products, not to mention a key acquisition, to accelerate growth.</p><p><blockquote>Advanced Micro Devices拥有一系列新的尖端产品，更不用说一项关键收购来加速增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b46f527aa40d36fd2c1a5697760ca79d\" tg-width=\"1260\" tg-height=\"840\"><span>(GETTY IMAGES)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（盖蒂图片社）</span></p></blockquote></p><p> Technology as a sector still looks like a buy after a recent rebound, but&nbsp;one chip stock stands out in particular.</p><p><blockquote>在最近的反弹之后，科技作为一个行业看起来仍然值得买入，但一只芯片股尤其突出。</blockquote></p><p> While the iShares PHLX Semiconductor ETF&nbsp;and Nvidia Corp.NVDAhave recovered from their May swoons, Advanced Micro Devices Inc.&nbsp;hasn’t yet fully rebounded. This makes the stock look like one to own, even though it is up 517% since I last suggested itin February 2017, compared with gains of 80% for the S&amp;P 500&nbsp;and 140% for Nasdaq Composite Index.</p><p><blockquote>虽然iShares PHLX Semiconductor ETF和Nvidia Corp.NVDA已经从5月份的低迷中恢复过来，但Advanced Micro Devices Inc.尚未完全反弹。这使得该股看起来值得持有，尽管自我上次在2017年2月建议该股以来，该股已上涨517%，而标普500和纳斯达克综合指数分别上涨了80%和140%。</blockquote></p><p> Let’s take a look at why, and how AMD stacks up against competitors.</p><p><blockquote>让我们来看看为什么，以及AMD如何与竞争对手相比。</blockquote></p><p> <b>Key dynamics</b></p><p><blockquote><b>关键动态</b></blockquote></p><p> Advanced Micro Devices designs central processing units (CPUs) and graphics processing units (GPUs) used in data center servers, PCs and videogame consoles. That makes it a play on two of the biggest trends in tech right now — migration to the cloud and videogame hardware. Historically, the company lagged Intel Corp..But it has now surpassed its rival because of innovative chip designs and manufacturing issues at Intel.</p><p><blockquote>Advanced Micro Devices设计用于数据中心服务器、PC和视频游戏机的中央处理器（CPU）和图形处理器（GPU）。这使得它成为目前科技领域两大趋势的一部分——向云和视频游戏硬件的迁移。从历史上看，该公司落后于英特尔公司。但由于英特尔的创新芯片设计和制造问题，它现在已经超过了竞争对手。</blockquote></p><p> Over the past few years, AMD has rolled out highly competitive lines of chips, thanks to the leadership of CEO Lisa Su, who took the helm in 2014, says tech analyst Peter Karazeris at Thrivent. This put AMD back in the game. AMD’s EPYC series of processors for servers has been endorsed by broad usage among the main cloud providers — including Amazon Inc.,Alphabet Inc.,Microsoft Corp.,Oracle Corp.&nbsp;and Tencent Holdings Ltd.AMD’s Radeon GPUs for gaming hardware and its Ryzen line of chips used in PCs and laptops are equally successful.</p><p><blockquote>Thrivent的技术分析师Peter Karazeris表示，在2014年上任的首席执行官Lisa Su的领导下，AMD推出了极具竞争力的芯片系列。这让AMD重新回到了游戏中。AMD用于服务器的EPYC系列处理器已得到主要云提供商的广泛使用，包括亚马逊公司、Alphabet公司、微软公司、甲骨文公司和腾讯控股控股有限公司。AMD用于游戏硬件的Radeon GPU及其用于PC和笔记本电脑的Ryzen系列芯片同样成功。</blockquote></p><p> Besides better chip design, AMD has pulled ahead by drawing on advanced manufacturing capabilities of Taiwan Semiconductor&nbsp;Manufacturing Co. Ltd.,which can pack more punch in chips through the use of smaller, 7 nanometer transistors. Intel is stuck back at 10 nanometers.</p><p><blockquote>除了更好的芯片设计，AMD还通过利用台积电制造有限公司的先进制造能力取得了领先，该公司可以通过使用更小的7纳米晶体管来封装更多的芯片。英特尔被困在10纳米。</blockquote></p><p> Here’s the upshot in all of this: AMD is a solid play on the megatrend of cloud computing and the related data center buildout. It’s a bet on the increasing complexity of artificial intelligence and big data analytics. And its GPU chips give Nvidia a run for the money. That makes AMD a play on the new Xbox and Sony PlayStation console upgrade cycle and the potential release of a new Nintendo Switch later this year. AMD is also now a serious contender in PCs and notebooks.</p><p><blockquote>这一切的结果是：AMD在云计算和相关数据中心建设的大趋势中发挥了坚实的作用。这是对人工智能和大数据分析日益复杂的押注。它的GPU芯片让英伟达物有所值。这使得AMD在新的Xbox和索尼PlayStation游戏机升级周期中发挥了作用，并有可能在今年晚些时候发布新的任天堂Switch。AMD现在也是个人电脑和笔记本电脑的有力竞争者。</blockquote></p><p> “Our goal at AMD is to really be the leader in the high-performance computing wave,” says Su.</p><p><blockquote>“我们AMD的目标是真正成为高性能计算浪潮的领导者，”Su说。</blockquote></p><p> She’s getting her way, and you can see the success in the numbers. First-quarter sales grew 93% year-over-year and 6% sequentially. AMD guided for 50% sales growth for the year, up from prior guidance of 37% growth.</p><p><blockquote>她正在如愿以偿，你可以从数字中看到成功。第一季度销售额同比增长93%，环比增长6%。AMD预计今年销售额增长50%，高于之前37%的增长指引。</blockquote></p><p> “We believe this guidance should be easily attainable, particularly as Intel deals with manufacturing challenges,” says Morningstar analyst Abhinav Davuluri.</p><p><blockquote>晨星分析师Abhinav Davuluri表示：“我们相信这一指导应该很容易实现，特别是在英特尔应对制造挑战的情况下。”</blockquote></p><p> In CPUs, sales are growing faster than those of the overall industry, which tells us AMD is gaining share from competitors.</p><p><blockquote>在CPU领域，销售额的增长速度快于整个行业，这告诉我们AMD正在从竞争对手那里获得份额。</blockquote></p><p> “We expect continued share growth through the balance of the year and into 2022,” says Goldman Sachs analyst Toshiya Hari, who has a buy rating and a $106 price target on AMD. The chip company is on Goldman’s “conviction list” of highly favored companies.</p><p><blockquote>高盛分析师Toshiya Hari表示：“我们预计今年剩余时间和2022年股价将持续增长。”他对AMD给予买入评级和106美元的目标价。这家芯片公司在高盛高度青睐公司的“定罪名单”上。</blockquote></p><p> Here’s how AMD stacks up against competitors in terms of growth in the most recent quarter, profit margins and valuation:</p><p><blockquote>以下是AMD在最近一个季度的增长、利润率和估值方面与竞争对手的比较：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc890546f0d4079834223660e88bc00d\" tg-width=\"1260\" tg-height=\"387\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Cash and cash flow</b></p><p><blockquote><b>现金及现金流量</b></blockquote></p><p> Big cash positions and solid cash flow are positives for investors because they give companies freedom that comes from reliance on banks for financing. Strong cash positions also support investor-friendly moves, such as buybacks and dividends.</p><p><blockquote>大量现金头寸和稳健的现金流对投资者来说是积极的，因为它们为公司提供了依赖银行融资的自由。强劲的现金头寸也支持对投资者友好的举措，例如回购和股息。</blockquote></p><p> Thanks to all the growth, AMD’s cash position rose sharply last year to $2.3 billion, from $1.5 billion in 2019. AMD doesn’t pay a dividend, but its board recently approved a large $4 billion share repurchase. As the company’s first big return of cash to shareholders, this represents about 4% of AMD’s market capitalization. It also signals the company’s confidence in its business and ability to continue generating solid free cash flow despite rising concerns about intensifying competition, says Deutsche Bank analyst Ross Seymore.</p><p><blockquote>得益于所有的增长，AMD的现金头寸从2019年的15亿美元大幅上升至去年的23亿美元。AMD不支付股息，但其董事会最近批准了40亿美元的巨额股票回购。作为该公司首次向股东返还大笔现金，这约占AMD市值的4%。德意志银行分析师罗斯·西莫尔表示，这也表明该公司对其业务充满信心，尽管人们越来越担心竞争加剧，但仍有能力继续产生稳定的自由现金流。</blockquote></p><p> Here’s a look at AMD’s cash position and cash flow&nbsp; growth, relative to competitors. The numbers for Marvell Technology Inc.&nbsp;are through Jan. 30, 2021. The rest are for the first quarter:</p><p><blockquote>以下是AMD相对于竞争对手的现金状况和现金流增长情况。Marvell Technology Inc.的数据截至2021年1月30日。其余为第一季度：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/798ea9650ce6e4247ba91b6912e48a82\" tg-width=\"1260\" tg-height=\"453\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Global reach</b></p><p><blockquote><b>全球影响力</b></blockquote></p><p></p><p> AMD books sales in many regions. That’s a positive when global growth is as strong as it is now — lifted by $30 trillion in fiscal and monetary stimulus worldwide. Big exposure to China could be a risk because of U.S.-China tensions, but this issue seems to be diminishing a bit under President Biden, at least so far.</p><p><blockquote>AMD在许多地区都有销售记录。当全球经济增长像现在这样强劲时，这是一个积极的因素——在全球30万亿美元的财政和货币刺激措施的推动下。由于美中紧张局势，大量接触中国可能是一种风险，但在拜登总统的领导下，这个问题似乎有所减少，至少到目前为止是这样。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04e42a7c55f914ecd7ddb2cbf8562253\" tg-width=\"1259\" tg-height=\"772\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Stock valuation and performance</b></p><p><blockquote><b>股票估值和表现</b></blockquote></p><p> By most measures, AMD is the second-priciest stock in its group. But given the growth, it’s justified.</p><p><blockquote>从大多数指标来看，AMD是同类股票中第二贵的股票。但考虑到增长，这是合理的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b26407edc4248424b878d3024bb9ac2\" tg-width=\"1260\" tg-height=\"550\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Wall Street’s opinion</b></p><p><blockquote><b>华尔街的观点</b></blockquote></p><p> As a group, Wall Street analysts are predicting the biggest gains for AMD, among all the companies in its space. It’s also notable that only 61% of analysts have a buy rating, lower than the percentages for Nvidia, Broadcom Inc.,Marvell and Analog Devices Inc..For investors, this is a positive because it tells us there’s more room for sell-side analysts to turn bullish and drive their clients into the name.</p><p><blockquote>作为一个整体，华尔街分析师预测AMD的涨幅是该领域所有公司中最大的。同样值得注意的是，只有61%的分析师给予买入评级，低于英伟达、博通公司、Marvell和ADI公司的比例。对于投资者来说，这是一个积极的因素，因为它告诉我们卖方分析师有更多的空间转向看涨并推动他们的客户进入该名称。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/995f76673215ab81971fbc2e8ace0641\" tg-width=\"1260\" tg-height=\"551\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> One big risk for AMD is that Intel stages a comeback, notes Tony Wang, a tech analyst at T. Rowe Price. Intel has done so before. But AMD still has a few tricks up its sleeve.</p><p><blockquote>T.Rowe Price科技分析师Tony Wang指出，AMD面临的一大风险是英特尔卷土重来。英特尔以前也这样做过。但AMD仍然有一些锦囊妙计。</blockquote></p><p> It recently launched a more advanced version of its EPYC processor, codenamed Milan. This line of server chips will ramp up sales in the second half of this year. AMD is making the leap to even more efficient 5 nanometer production with a line of chips dubbed Genoa, slated for release in 2022. These two rollouts will allow AMD to continue its market-share gains against competitors including Intel, says Jefferies analyst Mark&nbsp;Lipacis — one reason he has a “buy” rating and a $110 price target on the stock.</p><p><blockquote>它最近推出了更高级版本的EPYC处理器，代号为Milan。该系列服务器芯片将在今年下半年提升销量。AMD正在向更高效的5纳米生产迈进，推出了一系列名为Genoa的芯片，计划于2022年发布。杰富瑞(Jefferies)分析师马克·利帕西斯(Mark Lipacis)表示，这两项产品的推出将使AMD在相对于英特尔等竞争对手的市场份额中继续增长，这也是他给予该股“买入”评级和110美元目标价的原因之一。</blockquote></p><p> AMD is also rolling out next-generation GPUs based on its Compute DNA (CDNA)&nbsp;chip architecture, for use in data centers. And AMD’s merger with Xilinx Inc.&nbsp;later this year should help AMD produce even more sophisticated chips by incorporating Xilinx’s field-programmable gate array (FPGA) capabilities into its chip designs. FPGA gives customers more leeway to customize chips for their own needs.</p><p><blockquote>AMD还推出了基于其计算DNA（CDNA）芯片架构的下一代GPU，用于数据中心。AMD今年晚些时候与Xilinx Inc.的合并应该会通过将Xilinx的现场可编程门阵列（FPGA）功能整合到其芯片设计中来帮助AMD生产更复杂的芯片。FPGA为客户提供了更多的余地，可以根据自己的需求定制芯片。</blockquote></p><p> Other risks include the cyclical nature of the chip industry and the unpredictable demand from consumers and companies as economic growth rates change. One more threat is the broader adoption of competing chips based on ARM (advanced RISC machines) technology.</p><p><blockquote>其他风险包括芯片行业的周期性，以及随着经济增长率的变化，消费者和企业的需求不可预测。另一个威胁是基于ARM（高级RISC机器）技术的竞争芯片的更广泛采用。</blockquote></p><p> <b>Important dates</b></p><p><blockquote><b>重要日期</b></blockquote></p><p> <b>July 26:</b>Second-quarter earnings release.</p><p><blockquote><b>7月26日：</b>第二季度财报发布。</blockquote></p><p> <b>Oct. 25:</b>Third-quarter earnings release.</p><p><blockquote><b>10月25日：</b>第三季度财报发布。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/amds-stock-has-been-left-behind-but-not-for-long-heres-why-11623343634?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.marketwatch.com/story/amds-stock-has-been-left-behind-but-not-for-long-heres-why-11623343634?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163127718","content_text":"Advanced Micro Devices has a slew of new cutting-edge products, not to mention a key acquisition, to accelerate growth.\n(GETTY IMAGES)\nTechnology as a sector still looks like a buy after a recent rebound, but one chip stock stands out in particular.\nWhile the iShares PHLX Semiconductor ETF and Nvidia Corp.NVDAhave recovered from their May swoons, Advanced Micro Devices Inc. hasn’t yet fully rebounded. This makes the stock look like one to own, even though it is up 517% since I last suggested itin February 2017, compared with gains of 80% for the S&P 500 and 140% for Nasdaq Composite Index.\nLet’s take a look at why, and how AMD stacks up against competitors.\nKey dynamics\nAdvanced Micro Devices designs central processing units (CPUs) and graphics processing units (GPUs) used in data center servers, PCs and videogame consoles. That makes it a play on two of the biggest trends in tech right now — migration to the cloud and videogame hardware. Historically, the company lagged Intel Corp..But it has now surpassed its rival because of innovative chip designs and manufacturing issues at Intel.\nOver the past few years, AMD has rolled out highly competitive lines of chips, thanks to the leadership of CEO Lisa Su, who took the helm in 2014, says tech analyst Peter Karazeris at Thrivent. This put AMD back in the game. AMD’s EPYC series of processors for servers has been endorsed by broad usage among the main cloud providers — including Amazon Inc.,Alphabet Inc.,Microsoft Corp.,Oracle Corp. and Tencent Holdings Ltd.AMD’s Radeon GPUs for gaming hardware and its Ryzen line of chips used in PCs and laptops are equally successful.\nBesides better chip design, AMD has pulled ahead by drawing on advanced manufacturing capabilities of Taiwan Semiconductor Manufacturing Co. Ltd.,which can pack more punch in chips through the use of smaller, 7 nanometer transistors. Intel is stuck back at 10 nanometers.\nHere’s the upshot in all of this: AMD is a solid play on the megatrend of cloud computing and the related data center buildout. It’s a bet on the increasing complexity of artificial intelligence and big data analytics. And its GPU chips give Nvidia a run for the money. That makes AMD a play on the new Xbox and Sony PlayStation console upgrade cycle and the potential release of a new Nintendo Switch later this year. AMD is also now a serious contender in PCs and notebooks.\n“Our goal at AMD is to really be the leader in the high-performance computing wave,” says Su.\nShe’s getting her way, and you can see the success in the numbers. First-quarter sales grew 93% year-over-year and 6% sequentially. AMD guided for 50% sales growth for the year, up from prior guidance of 37% growth.\n“We believe this guidance should be easily attainable, particularly as Intel deals with manufacturing challenges,” says Morningstar analyst Abhinav Davuluri.\nIn CPUs, sales are growing faster than those of the overall industry, which tells us AMD is gaining share from competitors.\n“We expect continued share growth through the balance of the year and into 2022,” says Goldman Sachs analyst Toshiya Hari, who has a buy rating and a $106 price target on AMD. The chip company is on Goldman’s “conviction list” of highly favored companies.\nHere’s how AMD stacks up against competitors in terms of growth in the most recent quarter, profit margins and valuation:\n(FACTSET)\nCash and cash flow\nBig cash positions and solid cash flow are positives for investors because they give companies freedom that comes from reliance on banks for financing. Strong cash positions also support investor-friendly moves, such as buybacks and dividends.\nThanks to all the growth, AMD’s cash position rose sharply last year to $2.3 billion, from $1.5 billion in 2019. AMD doesn’t pay a dividend, but its board recently approved a large $4 billion share repurchase. As the company’s first big return of cash to shareholders, this represents about 4% of AMD’s market capitalization. It also signals the company’s confidence in its business and ability to continue generating solid free cash flow despite rising concerns about intensifying competition, says Deutsche Bank analyst Ross Seymore.\nHere’s a look at AMD’s cash position and cash flow  growth, relative to competitors. The numbers for Marvell Technology Inc. are through Jan. 30, 2021. The rest are for the first quarter:\n(FACTSET)\nGlobal reach\nAMD books sales in many regions. That’s a positive when global growth is as strong as it is now — lifted by $30 trillion in fiscal and monetary stimulus worldwide. Big exposure to China could be a risk because of U.S.-China tensions, but this issue seems to be diminishing a bit under President Biden, at least so far.\n(FACTSET)\nStock valuation and performance\nBy most measures, AMD is the second-priciest stock in its group. But given the growth, it’s justified.\n(FACTSET)\nWall Street’s opinion\nAs a group, Wall Street analysts are predicting the biggest gains for AMD, among all the companies in its space. It’s also notable that only 61% of analysts have a buy rating, lower than the percentages for Nvidia, Broadcom Inc.,Marvell and Analog Devices Inc..For investors, this is a positive because it tells us there’s more room for sell-side analysts to turn bullish and drive their clients into the name.\n(FACTSET)\nRisks\nOne big risk for AMD is that Intel stages a comeback, notes Tony Wang, a tech analyst at T. Rowe Price. Intel has done so before. But AMD still has a few tricks up its sleeve.\nIt recently launched a more advanced version of its EPYC processor, codenamed Milan. This line of server chips will ramp up sales in the second half of this year. AMD is making the leap to even more efficient 5 nanometer production with a line of chips dubbed Genoa, slated for release in 2022. These two rollouts will allow AMD to continue its market-share gains against competitors including Intel, says Jefferies analyst Mark Lipacis — one reason he has a “buy” rating and a $110 price target on the stock.\nAMD is also rolling out next-generation GPUs based on its Compute DNA (CDNA) chip architecture, for use in data centers. And AMD’s merger with Xilinx Inc. later this year should help AMD produce even more sophisticated chips by incorporating Xilinx’s field-programmable gate array (FPGA) capabilities into its chip designs. FPGA gives customers more leeway to customize chips for their own needs.\nOther risks include the cyclical nature of the chip industry and the unpredictable demand from consumers and companies as economic growth rates change. One more threat is the broader adoption of competing chips based on ARM (advanced RISC machines) technology.\nImportant dates\nJuly 26:Second-quarter earnings release.\nOct. 25:Third-quarter earnings release.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":2481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184176077,"gmtCreate":1623693844699,"gmtModify":1634029968657,"author":{"id":"3583669366978952","authorId":"3583669366978952","name":"ttm17396","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583669366978952","authorIdStr":"3583669366978952"},"themes":[],"htmlText":"That's great","listText":"That's great","text":"That's great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/184176077","repostId":"1109202972","repostType":4,"isVote":1,"tweetType":1,"viewCount":2358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185789968,"gmtCreate":1623673456854,"gmtModify":1634030294770,"author":{"id":"3583669366978952","authorId":"3583669366978952","name":"ttm17396","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583669366978952","authorIdStr":"3583669366978952"},"themes":[],"htmlText":"surprising","listText":"surprising","text":"surprising","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185789968","repostId":"1138219989","repostType":2,"repost":{"id":"1138219989","kind":"news","pubTimestamp":1623650085,"share":"https://www.laohu8.com/m/news/1138219989?lang=zh_CN&edition=full","pubTime":"2021-06-14 13:54","market":"us","language":"en","title":"What to Expect in This Week’s Federal Reserve Meeting<blockquote>本周美联储会议有何期待</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1138219989","media":"Barrons","summary":"As the Federal Open Market Committee holds its regular policy meeting this coming week, once again a","content":"<p>As the Federal Open Market Committee holds its regular policy meeting this coming week, once again analysts and investors should flip the Nixon-era cliché and watch what they say, not what they do. What everybody wants to know is whether the panel finally has gotten around to talking about talking about moving away from its ubereasy monetary policy.</p><p><blockquote>随着联邦公开市场委员会下周举行例行政策会议，分析师和投资者应该再次打破尼克松时代的陈词滥调，关注他们的言论，而不是他们的行动。每个人都想知道的是，该小组是否最终开始讨论放弃其超级宽松的货币政策。</blockquote></p><p> We all know that the FOMC won’t take any substantive steps in terms of its massive securities purchases, which are still running at $120 billion a month. As for its key federal-funds rate target, that’s stuck at 0% to 0.25% (although there’s an outside chance of technical tweaking of some other Fed-administered rates to address the billions in excess cash sloshing around in the money markets).</p><p><blockquote>我们都知道，FOMC不会在其大规模证券购买方面采取任何实质性措施，目前仍以每月1200亿美元的速度运行。至于其关键的联邦基金利率目标，则停留在0%至0.25%（尽管美联储管理的其他一些利率有可能进行技术调整，以解决货币市场上流动的数十亿过剩现金）。</blockquote></p><p> We’ll be looking for what’s in the FOMC’s formal policy statement and the panel’s updated Summary of Economic Projections, which will include the amalgam of the committee members’ guesses on key economic gauges, such as gross domestic product, inflation, and unemployment. Most likely, when that is posted&nbsp;on the Fed’s website&nbsp;at 2 p.m. Eastern Daylight Time on Wednesday, most folks will probably head straight for the FOMC’s guesses on the fed-funds rate, and specifically when liftoff from near-zero is finally expected.</p><p><blockquote>我们将寻找FOMC的正式政策声明和该小组最新的经济预测摘要中的内容，其中将包括委员会成员对国内生产总值、通胀和失业率等关键经济指标的猜测。最有可能的是，当该消息于下午2点发布在美联储网站上时。周三东部夏令时，大多数人可能会直接关注FOMC对联邦基金利率的猜测，特别是何时最终有望从接近零的利率上升。</blockquote></p><p> The “dot plot”—or graph of the FOMC members’ consensus guesses—puts the first hike all the way out past 2023. That seems a very long-term forecast, and as John Maynard Keynes famously pointed out, in the long run we’re all dead. Some Fed watchers, such as J.P. Morgan’s chief U.S. economist, Michael Feroli, look for the dots to show a 2023 liftoff.</p><p><blockquote>“点阵图”——或FOMC成员共识猜测的图表——将首次加息一直推迟到2023年之后。这似乎是一个非常长期的预测，正如约翰·梅纳德·凯恩斯（John Maynard Keynes）著名指出的那样，从长远来看，我们都死了。一些美联储观察人士，例如摩根大通首席美国经济学家迈克尔·费罗利(Michael Feroli)，认为这些点表明2023年的经济起飞。</blockquote></p><p> The markets, however, already had been pricing in one or more fed-funds rate hikes by 2023. But concurrent with the previously discussed slide in longer-term bond yields, the interest-rate futures markets have effectively priced out one of those short-term rate increases. In addition, the derivatives market now sees the fed-funds rate peaking under 2%, some 0.4 of a percentage point lower than what it had priced in earlier this year, according to analysts for&nbsp;Natixis.</p><p><blockquote>然而，市场已经预计到2023年联邦基金将加息一次或多次。但在之前讨论的长期债券收益率下滑的同时，利率期货市场实际上已经消化了其中一次短期加息。此外，Natixis分析师表示，衍生品市场目前预计联邦基金利率将达到2%以下的峰值，比今年早些时候的定价低约0.4个百分点。</blockquote></p><p> Long before making any rate hikes, the Fed will begin to lessen its accommodation by slowing its current pace of securities purchases, which consist of $80 billion of Treasuries and $40 billion of agency mortgage-backed securities every month. The trillions that the Federal Reserve and other central banks have created have gone a long way to boost the values of assets, which rose by $5 trillion, to $136.9 trillion, in the first quarter, according to new Fed data released this past week. That includes a $3.2 trillion rise in the value of equities owned by households and a $968 billion rise in their real estate holdings.</p><p><blockquote>早在加息之前，美联储就将开始通过放慢目前的证券购买步伐来减少宽松政策，其中包括每月800亿美元的美国国债和400亿美元的机构抵押贷款支持证券。根据美联储上周发布的新数据，美联储和其他央行创造的数万亿美元对提振资产价值大有帮助，第一季度资产价值增加了5万亿美元，达到136.9万亿美元。其中包括家庭持有的股票价值增加3.2万亿美元，房地产持有量增加9680亿美元。</blockquote></p><p> The key criterion for reduced Fed accommodation is whether the monetary authorities see “substantial further progress” toward reaching what they deem as maximum employment, probably a deliberately ambiguous standard.</p><p><blockquote>美联储宽松政策减少的关键标准是货币当局是否认为在实现他们认为的最大就业方面取得了“实质性的进一步进展”，这可能是一个故意模糊的标准。</blockquote></p><p> But the increase in payrolls appears to be constrained as much by the supply of labor as businesses’ desire to hire. The latest Job Openings and Labor Turnover Survey, or Jolts, showed&nbsp;a record 9.3 million unfilled openings&nbsp;in April. In addition, 384,000 people left their positions that month, bringing the total of voluntary job quitters to a record four million.</p><p><blockquote>但就业人数的增长似乎既受到劳动力供应的限制，也受到企业招聘意愿的限制。最新的职位空缺和劳动力流动调查（Jolts）显示，4月份有创纪录的930万个职位空缺。此外，当月有38.4万人离职，自愿离职人数达到创纪录的400万人。</blockquote></p><p> Anecdotal evidence, including some in the Fed’s beige book summary of economic conditions prepared for the coming meeting, suggests that employers aren’t finding enough workers because of generous unemployment compensation. Unusual for a social science such as economics, there will be a real-time experiment to test this hypothesis as 25 states end the extra $300 weekly payment early.</p><p><blockquote>轶事证据，包括美联储为即将召开的会议准备的经济状况褐皮书总结中的一些证据，表明由于慷慨的失业补偿，雇主没有找到足够的工人。对于经济学等社会科学来说，不同寻常的是，随着25个州提前结束每周额外支付300美元的费用，将会有一个实时实验来检验这一假设。</blockquote></p><p> Jefferies economists Aneta Markowska and Thomas Simons write in a research note that these 25 states account for about a quarter of all the unemployed workers. Ending their extra jobless benefits could boost employment by roughly two million in the next few months, they estimate. Another growth spurt should follow in September and October after the extra unemployment insurance expires in the remaining states; schools reopen—providing free daycare for some would-be workers, especially women; and many office employees return to their desks, they add.</p><p><blockquote>杰富瑞经济学家Aneta Markowska和Thomas Simons在一份研究报告中写道，这25个州约占所有失业工人的四分之一。他们估计，终止额外的失业救济金可能会在未来几个月内增加大约200万人的就业机会。在其余州的额外失业保险到期后，9月和10月应该会出现另一次井喷式增长；学校重新开放——为一些潜在工人，尤其是女性提供免费日托；他们补充说，许多上班族回到了办公桌前。</blockquote></p><p> At that point, the Fed might start talking about actually reducing its massive securities purchases. Given the “taper tantrum” thrown by the markets when the central bank slowed its bond buying in 2013, this Fed will want to disclose how, when, and how fast it plans to slow its pour into the punch bowl. That’s what we’ll be listening for this week.</p><p><blockquote>到那时，美联储可能会开始谈论实际减少大规模证券购买。鉴于美联储在2013年放缓债券购买时市场引发的“缩减恐慌”，本届美联储将希望披露其计划如何、何时以及以多快的速度放缓注入潘趣酒碗。这就是我们本周要听的。</blockquote></p><p></p>","source":"lsy1601382232898","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>What to Expect in This Week’s Federal Reserve Meeting<blockquote>本周美联储会议有何期待</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\">\nWhat to Expect in This Week’s Federal Reserve Meeting<blockquote>本周美联储会议有何期待</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-06-14 13:54</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As the Federal Open Market Committee holds its regular policy meeting this coming week, once again analysts and investors should flip the Nixon-era cliché and watch what they say, not what they do. What everybody wants to know is whether the panel finally has gotten around to talking about talking about moving away from its ubereasy monetary policy.</p><p><blockquote>随着联邦公开市场委员会下周举行例行政策会议，分析师和投资者应该再次打破尼克松时代的陈词滥调，关注他们的言论，而不是他们的行动。每个人都想知道的是，该小组是否最终开始讨论放弃其超级宽松的货币政策。</blockquote></p><p> We all know that the FOMC won’t take any substantive steps in terms of its massive securities purchases, which are still running at $120 billion a month. As for its key federal-funds rate target, that’s stuck at 0% to 0.25% (although there’s an outside chance of technical tweaking of some other Fed-administered rates to address the billions in excess cash sloshing around in the money markets).</p><p><blockquote>我们都知道，FOMC不会在其大规模证券购买方面采取任何实质性措施，目前仍以每月1200亿美元的速度运行。至于其关键的联邦基金利率目标，则停留在0%至0.25%（尽管美联储管理的其他一些利率有可能进行技术调整，以解决货币市场上流动的数十亿过剩现金）。</blockquote></p><p> We’ll be looking for what’s in the FOMC’s formal policy statement and the panel’s updated Summary of Economic Projections, which will include the amalgam of the committee members’ guesses on key economic gauges, such as gross domestic product, inflation, and unemployment. Most likely, when that is posted&nbsp;on the Fed’s website&nbsp;at 2 p.m. Eastern Daylight Time on Wednesday, most folks will probably head straight for the FOMC’s guesses on the fed-funds rate, and specifically when liftoff from near-zero is finally expected.</p><p><blockquote>我们将寻找FOMC的正式政策声明和该小组最新的经济预测摘要中的内容，其中将包括委员会成员对国内生产总值、通胀和失业率等关键经济指标的猜测。最有可能的是，当该消息于下午2点发布在美联储网站上时。周三东部夏令时，大多数人可能会直接关注FOMC对联邦基金利率的猜测，特别是何时最终有望从接近零的利率上升。</blockquote></p><p> The “dot plot”—or graph of the FOMC members’ consensus guesses—puts the first hike all the way out past 2023. That seems a very long-term forecast, and as John Maynard Keynes famously pointed out, in the long run we’re all dead. Some Fed watchers, such as J.P. Morgan’s chief U.S. economist, Michael Feroli, look for the dots to show a 2023 liftoff.</p><p><blockquote>“点阵图”——或FOMC成员共识猜测的图表——将首次加息一直推迟到2023年之后。这似乎是一个非常长期的预测，正如约翰·梅纳德·凯恩斯（John Maynard Keynes）著名指出的那样，从长远来看，我们都死了。一些美联储观察人士，例如摩根大通首席美国经济学家迈克尔·费罗利(Michael Feroli)，认为这些点表明2023年的经济起飞。</blockquote></p><p> The markets, however, already had been pricing in one or more fed-funds rate hikes by 2023. But concurrent with the previously discussed slide in longer-term bond yields, the interest-rate futures markets have effectively priced out one of those short-term rate increases. In addition, the derivatives market now sees the fed-funds rate peaking under 2%, some 0.4 of a percentage point lower than what it had priced in earlier this year, according to analysts for&nbsp;Natixis.</p><p><blockquote>然而，市场已经预计到2023年联邦基金将加息一次或多次。但在之前讨论的长期债券收益率下滑的同时，利率期货市场实际上已经消化了其中一次短期加息。此外，Natixis分析师表示，衍生品市场目前预计联邦基金利率将达到2%以下的峰值，比今年早些时候的定价低约0.4个百分点。</blockquote></p><p> Long before making any rate hikes, the Fed will begin to lessen its accommodation by slowing its current pace of securities purchases, which consist of $80 billion of Treasuries and $40 billion of agency mortgage-backed securities every month. The trillions that the Federal Reserve and other central banks have created have gone a long way to boost the values of assets, which rose by $5 trillion, to $136.9 trillion, in the first quarter, according to new Fed data released this past week. That includes a $3.2 trillion rise in the value of equities owned by households and a $968 billion rise in their real estate holdings.</p><p><blockquote>早在加息之前，美联储就将开始通过放慢目前的证券购买步伐来减少宽松政策，其中包括每月800亿美元的美国国债和400亿美元的机构抵押贷款支持证券。根据美联储上周发布的新数据，美联储和其他央行创造的数万亿美元对提振资产价值大有帮助，第一季度资产价值增加了5万亿美元，达到136.9万亿美元。其中包括家庭持有的股票价值增加3.2万亿美元，房地产持有量增加9680亿美元。</blockquote></p><p> The key criterion for reduced Fed accommodation is whether the monetary authorities see “substantial further progress” toward reaching what they deem as maximum employment, probably a deliberately ambiguous standard.</p><p><blockquote>美联储宽松政策减少的关键标准是货币当局是否认为在实现他们认为的最大就业方面取得了“实质性的进一步进展”，这可能是一个故意模糊的标准。</blockquote></p><p> But the increase in payrolls appears to be constrained as much by the supply of labor as businesses’ desire to hire. The latest Job Openings and Labor Turnover Survey, or Jolts, showed&nbsp;a record 9.3 million unfilled openings&nbsp;in April. In addition, 384,000 people left their positions that month, bringing the total of voluntary job quitters to a record four million.</p><p><blockquote>但就业人数的增长似乎既受到劳动力供应的限制，也受到企业招聘意愿的限制。最新的职位空缺和劳动力流动调查（Jolts）显示，4月份有创纪录的930万个职位空缺。此外，当月有38.4万人离职，自愿离职人数达到创纪录的400万人。</blockquote></p><p> Anecdotal evidence, including some in the Fed’s beige book summary of economic conditions prepared for the coming meeting, suggests that employers aren’t finding enough workers because of generous unemployment compensation. Unusual for a social science such as economics, there will be a real-time experiment to test this hypothesis as 25 states end the extra $300 weekly payment early.</p><p><blockquote>轶事证据，包括美联储为即将召开的会议准备的经济状况褐皮书总结中的一些证据，表明由于慷慨的失业补偿，雇主没有找到足够的工人。对于经济学等社会科学来说，不同寻常的是，随着25个州提前结束每周额外支付300美元的费用，将会有一个实时实验来检验这一假设。</blockquote></p><p> Jefferies economists Aneta Markowska and Thomas Simons write in a research note that these 25 states account for about a quarter of all the unemployed workers. Ending their extra jobless benefits could boost employment by roughly two million in the next few months, they estimate. Another growth spurt should follow in September and October after the extra unemployment insurance expires in the remaining states; schools reopen—providing free daycare for some would-be workers, especially women; and many office employees return to their desks, they add.</p><p><blockquote>杰富瑞经济学家Aneta Markowska和Thomas Simons在一份研究报告中写道，这25个州约占所有失业工人的四分之一。他们估计，终止额外的失业救济金可能会在未来几个月内增加大约200万人的就业机会。在其余州的额外失业保险到期后，9月和10月应该会出现另一次井喷式增长；学校重新开放——为一些潜在工人，尤其是女性提供免费日托；他们补充说，许多上班族回到了办公桌前。</blockquote></p><p> At that point, the Fed might start talking about actually reducing its massive securities purchases. Given the “taper tantrum” thrown by the markets when the central bank slowed its bond buying in 2013, this Fed will want to disclose how, when, and how fast it plans to slow its pour into the punch bowl. That’s what we’ll be listening for this week.</p><p><blockquote>到那时，美联储可能会开始谈论实际减少大规模证券购买。鉴于美联储在2013年放缓债券购买时市场引发的“缩减恐慌”，本届美联储将希望披露其计划如何、何时以及以多快的速度放缓注入潘趣酒碗。这就是我们本周要听的。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/what-to-expect-in-next-weeks-federal-reserve-meeting-51623457837?mod=RTA\">Barrons</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":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/what-to-expect-in-next-weeks-federal-reserve-meeting-51623457837?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138219989","content_text":"As the Federal Open Market Committee holds its regular policy meeting this coming week, once again analysts and investors should flip the Nixon-era cliché and watch what they say, not what they do. What everybody wants to know is whether the panel finally has gotten around to talking about talking about moving away from its ubereasy monetary policy.\nWe all know that the FOMC won’t take any substantive steps in terms of its massive securities purchases, which are still running at $120 billion a month. As for its key federal-funds rate target, that’s stuck at 0% to 0.25% (although there’s an outside chance of technical tweaking of some other Fed-administered rates to address the billions in excess cash sloshing around in the money markets).\nWe’ll be looking for what’s in the FOMC’s formal policy statement and the panel’s updated Summary of Economic Projections, which will include the amalgam of the committee members’ guesses on key economic gauges, such as gross domestic product, inflation, and unemployment. Most likely, when that is posted on the Fed’s website at 2 p.m. Eastern Daylight Time on Wednesday, most folks will probably head straight for the FOMC’s guesses on the fed-funds rate, and specifically when liftoff from near-zero is finally expected.\nThe “dot plot”—or graph of the FOMC members’ consensus guesses—puts the first hike all the way out past 2023. That seems a very long-term forecast, and as John Maynard Keynes famously pointed out, in the long run we’re all dead. Some Fed watchers, such as J.P. Morgan’s chief U.S. economist, Michael Feroli, look for the dots to show a 2023 liftoff.\nThe markets, however, already had been pricing in one or more fed-funds rate hikes by 2023. But concurrent with the previously discussed slide in longer-term bond yields, the interest-rate futures markets have effectively priced out one of those short-term rate increases. In addition, the derivatives market now sees the fed-funds rate peaking under 2%, some 0.4 of a percentage point lower than what it had priced in earlier this year, according to analysts for Natixis.\nLong before making any rate hikes, the Fed will begin to lessen its accommodation by slowing its current pace of securities purchases, which consist of $80 billion of Treasuries and $40 billion of agency mortgage-backed securities every month. The trillions that the Federal Reserve and other central banks have created have gone a long way to boost the values of assets, which rose by $5 trillion, to $136.9 trillion, in the first quarter, according to new Fed data released this past week. That includes a $3.2 trillion rise in the value of equities owned by households and a $968 billion rise in their real estate holdings.\nThe key criterion for reduced Fed accommodation is whether the monetary authorities see “substantial further progress” toward reaching what they deem as maximum employment, probably a deliberately ambiguous standard.\nBut the increase in payrolls appears to be constrained as much by the supply of labor as businesses’ desire to hire. The latest Job Openings and Labor Turnover Survey, or Jolts, showed a record 9.3 million unfilled openings in April. In addition, 384,000 people left their positions that month, bringing the total of voluntary job quitters to a record four million.\nAnecdotal evidence, including some in the Fed’s beige book summary of economic conditions prepared for the coming meeting, suggests that employers aren’t finding enough workers because of generous unemployment compensation. Unusual for a social science such as economics, there will be a real-time experiment to test this hypothesis as 25 states end the extra $300 weekly payment early.\nJefferies economists Aneta Markowska and Thomas Simons write in a research note that these 25 states account for about a quarter of all the unemployed workers. Ending their extra jobless benefits could boost employment by roughly two million in the next few months, they estimate. Another growth spurt should follow in September and October after the extra unemployment insurance expires in the remaining states; schools reopen—providing free daycare for some would-be workers, especially women; and many office employees return to their desks, they add.\nAt that point, the Fed might start talking about actually reducing its massive securities purchases. Given the “taper tantrum” thrown by the markets when the central bank slowed its bond buying in 2013, this Fed will want to disclose how, when, and how fast it plans to slow its pour into the punch bowl. That’s what we’ll be listening for this week.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185765822,"gmtCreate":1623674258466,"gmtModify":1634030282087,"author":{"id":"3583669366978952","authorId":"3583669366978952","name":"ttm17396","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583669366978952","authorIdStr":"3583669366978952"},"themes":[],"htmlText":"Good news!&nbsp;","listText":"Good news!&nbsp;","text":"Good news!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185765822","repostId":"1106104418","repostType":4,"isVote":1,"tweetType":1,"viewCount":2048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185789581,"gmtCreate":1623673503343,"gmtModify":1634030294185,"author":{"id":"3583669366978952","authorId":"3583669366978952","name":"ttm17396","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583669366978952","authorIdStr":"3583669366978952"},"themes":[],"htmlText":"Again?","listText":"Again?","text":"Again?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185789581","repostId":"2143778219","repostType":4,"isVote":1,"tweetType":1,"viewCount":2136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185715493,"gmtCreate":1623673287412,"gmtModify":1631889809203,"author":{"id":"3583669366978952","authorId":"3583669366978952","name":"ttm17396","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583669366978952","authorIdStr":"3583669366978952"},"themes":[],"htmlText":"Renewable&nbsp;energy ftw","listText":"Renewable&nbsp;energy ftw","text":"Renewable energy ftw","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185715493","repostId":"2143857187","repostType":2,"isVote":1,"tweetType":1,"viewCount":1461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185712477,"gmtCreate":1623673209499,"gmtModify":1634030298536,"author":{"id":"3583669366978952","authorId":"3583669366978952","name":"ttm17396","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583669366978952","authorIdStr":"3583669366978952"},"themes":[],"htmlText":"Buy?","listText":"Buy?","text":"Buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185712477","repostId":"1110538556","repostType":2,"isVote":1,"tweetType":1,"viewCount":3117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185716439,"gmtCreate":1623673178121,"gmtModify":1634030299367,"author":{"id":"3583669366978952","authorId":"3583669366978952","name":"ttm17396","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583669366978952","authorIdStr":"3583669366978952"},"themes":[],"htmlText":"Let's go PDD","listText":"Let's go PDD","text":"Let's go PDD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185716439","repostId":"2140422463","repostType":2,"isVote":1,"tweetType":1,"viewCount":2666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185716817,"gmtCreate":1623673160539,"gmtModify":1634030299853,"author":{"id":"3583669366978952","authorId":"3583669366978952","name":"ttm17396","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583669366978952","authorIdStr":"3583669366978952"},"themes":[],"htmlText":"Going up!","listText":"Going up!","text":"Going up!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185716817","repostId":"1174294980","repostType":2,"isVote":1,"tweetType":1,"viewCount":1509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185711208,"gmtCreate":1623673069604,"gmtModify":1634030301414,"author":{"id":"3583669366978952","authorId":"3583669366978952","name":"ttm17396","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583669366978952","authorIdStr":"3583669366978952"},"themes":[],"htmlText":"Agree.buy buy buy","listText":"Agree.buy buy buy","text":"Agree.buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185711208","repostId":"1163875762","repostType":2,"repost":{"id":"1163875762","kind":"news","pubTimestamp":1623242261,"share":"https://www.laohu8.com/m/news/1163875762?lang=zh_CN&edition=full","pubTime":"2021-06-09 20:37","market":"us","language":"en","title":"Semiconductor Watchlist: Jim Cramer Says to Own Nvidia, AMD and Broadcom<blockquote>半导体观察名单：吉姆·克莱默表示将拥有英伟达、AMD和博通</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163875762","media":"The Street","summary":"See buy or sell recommendations for AMD, Applied Materials, Qualcomm, NXP, Broadcom, Taiwan Semicond","content":"<p>  <b>See buy or sell recommendations for AMD, Applied Materials, Qualcomm, NXP, Broadcom, Taiwan Semiconductor, and more semiconductor stocks.</b>  China's memory chip makers are pushing into the lower end of the market even as the country faces an increasingly steep uphill battle to achieve its self-sufficiency goals amid ongoing geopolitical tensions and a global semiconductor shortage that's expected to run into next year,according to South China Morning Post.</p><p><blockquote><b>查看AMD、应用材料、高通、恩智浦、博通、台积电和更多半导体股票的买入或卖出建议。</b>据《南华早报》报道，尽管在持续的地缘政治紧张局势和预计将持续到明年的全球半导体短缺的情况下，中国在实现自给自足目标方面面临着越来越艰巨的战斗，但中国的存储芯片制造商正在进军低端市场。</blockquote></p><p> Yangtze YTMC and Changxin Memory Technologies represent a new disruptive force in the sector and are expected to increase global capacity by 29 percent between 2020 and 2022, economists from investment bank Natixis said on Wednesday.</p><p><blockquote>投资银行Natixis的经济学家周三表示，长江YTMC和长鑫存储技术代表了该行业的一股新的颠覆性力量，预计在2020年至2022年间全球产能将增加29%。</blockquote></p><p> TheStreet's Jim Cramer is eyeing Applied Materials&nbsp;(<b>AMAT</b>) -Get Report&nbsp;and other semiconductor capital equipment stocks. \"They haven't let us down,\"Cramer said&nbsp;in a conversation with TheStreet's Katherine Ross. \"When you get that group going, that's the best leadership group there is,\" he added.</p><p><blockquote>TheStreet的吉姆·克莱默(Jim Cramer)正在关注应用材料公司(<b>阿马特</b>）-获取报告和其他半导体资本设备股票。“他们没有让我们失望，”克莱默在与TheStreet的凯瑟琳·罗斯的对话中说道。“当你让这个团队运转起来时，那就是最好的领导团队，”他补充道。</blockquote></p><p> Cramer also said Monday that the key to the market for him is still the Nasdaq. \"We need to see Advanced Micro Devices&nbsp;(<b>AMD</b>) -Get Report&nbsp;not get beaten down by Nvidia&nbsp;(<b>NVDA</b>) -Get Report... We need to see all sorts of technology stocks keep up with what I regard as a runaway industrial market,\" he said.</p><p><blockquote>克莱默周一还表示，对他来说，市场的关键仍然是纳斯达克。“我们需要看到先进微设备（<b>AMD</b>)-获取报告而不是被Nvidia击败(<b>NVDA</b>)-获取报告...我们需要看到各种科技股跟上我所认为的失控工业市场的步伐，”他说。</blockquote></p><p> Nvidia is still dominating the semiconductor market. And in terms of diversifying, Nvidia CEO Jensen Huang’s acquisition strategy has helped the firm branch into the automotive industry through high-profile partnerships through its NVIDIA drive network as well as data centers, aided by the acquisition of Mellanox, as well as AI technology through its anticipated takeover of Arm.</p><p><blockquote>英伟达仍然主导着半导体市场。在多元化方面，Nvidia首席执行官黄仁勋(Elon Musk)的收购战略帮助该公司通过其NVIDIA drive网络和数据中心建立高调合作伙伴关系，在收购Mellanox的帮助下，以及通过收购人工智能技术，进军汽车行业。预期收购Arm。</blockquote></p><p> While the semiconductor industry is certainly crowded, Nvidia has managed to set itself apart beyond its firm base in gaming and graphic chip dominance. As such, it might also be a perfect candidate for mention alongside the long-time tech leaders. Also, its market cap is a healthy $400+ billion, adding to its potential to fit with the rest of the group,according to TheStreet's Kevin Curran.</p><p><blockquote>虽然半导体行业确实很拥挤，但英伟达已经成功地超越了其在游戏和图形芯片主导地位方面的坚实基础。因此，它也可能是与长期技术领导者一起提及的完美候选人。此外，TheStreet的凯文·柯伦(Kevin Curran)表示，其市值已超过4000亿美元，这增加了其与集团其他公司接轨的潜力。</blockquote></p><p> Nvidia is also among companies that have noted a degree of uncertainty in predicting the impact ofcryptocurrency mining on near-term sales.</p><p><blockquote>英伟达也是在预测加密货币挖矿对近期销售的影响方面存在一定程度不确定性的公司之一。</blockquote></p><p> \"It's hard to estimate exactly how much and where crypto mining is being done. However, we can only assume that the vast majority of it is contributed by professional miners, especially when the amount of mining increases tremendously like it has,\" CEO Jensen Huang told investors on a conference call this past week.</p><p><blockquote>“很难准确估计加密货币挖矿的数量和地点。然而，我们只能假设其中绝大多数是由专业矿工贡献的，特别是当挖矿量像现在这样大幅增加时，”首席执行官黄仁勋上周在电话会议上告诉投资者。</blockquote></p><p> TheStreet's Jim Cramer noted in his dailyAction Alerts Plus rundownthis past week that while Nvidia has performed well and itsrecent 4-for-1 stock splitmakes sense, the link betweencryptocurrency mining and Nvidia’s performanceis not necessarily that strong.</p><p><blockquote>TheStreet的吉姆·克莱默(Jim Cramer)在上周的DailyAction Alerts Plus Rundown中指出，虽然Nvidia表现良好，而且最近的4比1股票分割也有道理，但加密货币挖矿与Nvidia业绩之间的联系不一定那么强。</blockquote></p><p> Nvidia has submitted an application to Chinese competition regulators to review its proposed $40 billion takeover of the U.K. chip designer Arm, according to the Financial Times. The chip company announced the deal about eight months ago and said it expects to close the deal by next March.</p><p><blockquote>据英国《金融时报》报道，英伟达已向中国竞争监管机构提交申请，要求审查其以400亿美元收购英国芯片设计公司Arm的提议。这家芯片公司大约在八个月前宣布了这笔交易，并表示预计将在明年3月之前完成交易。</blockquote></p><p> Nvidia's application was made in recent weeks and sets in</p><p><blockquote>Nvidia的申请是最近几周提出的，并开始</blockquote></p><p> motion a period of scrutiny that could take up to 18 months, according to Chinese antitrust lawyers, the Financial Times reported. In February,U.S. federal regulators opened an investigation into Nvidia's agreement to purchase Arm.</p><p><blockquote>据英国《金融时报》报道，中国反垄断律师表示，该动议可能需要长达18个月的审查期。2月，美国。联邦监管机构对英伟达收购Arm的协议展开调查。</blockquote></p><p> Meanwhile,&nbsp;Broadcom&nbsp;(<b>AVGO</b>) -Get Report&nbsp;issued a bullish fiscal-third quarter revenue outlook and topped estimates in the second quarter onstrong demand for the company's semiconductors.</p><p><blockquote>与此同时，博通（<b>AVGO</b>)-Get报告发布了乐观的第三财季收入前景，并因对该公司半导体的强劲需求而超出了第二季度的预期。</blockquote></p><p> The company said it expects third-quarter revenue of about $6.75 billion, higher than expectations of $6.6 billion. In addition, the company estimated adjusted EBITDA would 60% of projected revenue, or about $4.05 billion, above estimates of $3.88 billion.</p><p><blockquote>该公司表示，预计第三季度营收约为67.5亿美元，高于预期的66亿美元。此外，该公司预计调整后EBITDA将占预计收入的60%，即约40.5亿美元，高于预期的38.8亿美元。</blockquote></p><p> “Due to the strength in demand for semiconductors across our multiple end markets, we delivered 20% year-over-year</p><p><blockquote>“由于我们多个终端市场对半导体的需求强劲，我们的交付量同比增长了20%</blockquote></p><p> increase in semiconductor revenue,” said CEO Hock Tan.</p><p><blockquote>半导体收入的增加，”首席执行官Hock Tan说。</blockquote></p><p> “Our third-quarter outlook projects this year-over-year growth to sustain, as we continue to see strong demand from service providers and hypercloud.”</p><p><blockquote>“我们的第三季度展望预计，由于我们继续看到服务提供商和超云的强劲需求，同比增长将持续。”</blockquote></p><p> Cramer is watching the semiconductor capital equipment stocks closely, which he said: \"had let us down.\" \"There was a belief that there was a glut of certain kinds of chips,\" he added.</p><p><blockquote>克莱默正在密切关注半导体资本设备股，他表示：“这让我们失望了。”“人们认为某些类型的芯片供过于求，”他补充道。</blockquote></p><p> \"And even though a lot of people were worried about the supply of chips, a lot of the smartest people were saying, listen, get out of the semiconductor-capital stocks and there isn't a glut. There is a glut developing of a certain kind and Applied Materials kind of straightened that out.\"</p><p><blockquote>“尽管很多人担心芯片的供应，但很多最聪明的人都在说，听着，退出半导体资本股票，就不会出现供过于求的情况。某种类型和应用材料在某种程度上解决了这个问题。”</blockquote></p><p> Here is a list of the semiconductor stocks to watch and their performance by percentage change at the close of trading on Tuesday, June 8:</p><p><blockquote>以下是值得关注的半导体股票列表及其截至6月8日星期二收盘时的百分比变化表现：</blockquote></p><p> <b>Nvidia</b></p><p><blockquote><b>英伟达</b></blockquote></p><p></p><p> Large-cap tech stock Nvidia&nbsp;(<b>NVDA</b>) -Get Report&nbsp;is cruising higher. The company's stock rose afterthe semiconductor makerreported fiscal-first-quarter earnings and revenue that topped analyst expectations. Nvidia reported quarterly earnings of $3.66 a share on revenue of $5.66 billion. Analysts were expecting earnings of $3.29 a share on revenue of $5.4 billion.</p><p><blockquote>大盘科技股英伟达(<b>NVDA</b>)-Get报告正在走高。在这家半导体制造商公布的第一财季盈利和收入超出分析师预期后，该公司股价上涨。英伟达公布季度收益为每股3.66美元，营收为56.6亿美元。分析师预计每股收益为3.29美元，营收为54亿美元。</blockquote></p><p> Joel Kulina, SVP of Equity Trading at Wedbush Securities,&nbsp;argues for the addition of both Microsoft&nbsp;(<b>MSFT</b>) -Get Report&nbsp;and his chosen semiconductor stalwart Nvidia&nbsp;to result in the catchy FANGMAN,wrote TheStreet's Kevin Curran.&nbsp;“FANGMAN has been one of the better ones I’ve come across, easy to say; includes large-cap growth names across various pockets of tech.”</p><p><blockquote>Wedbush Securities股票交易高级副总裁Joel Kulina主张增加两名微软（<b>MSFT</b>）——TheStreet的凯文·柯伦(Kevin Curran)写道，Get Report和他选择的半导体巨头英伟达(Nvidia)造就了朗朗上口的FANGMAN。“FANGMAN是我遇到过的最好的人之一，很容易说；包括各个领域的大型成长型公司。”科技。”</blockquote></p><p> Nvidia would fit in well as its dominance in graphics chips has helped the firm assert a dominant market share in graphics cards, clocking in at a whopping 82% market share per Jon Peddie Research.</p><p><blockquote>Nvidia将非常适合，因为其在图形芯片领域的主导地位帮助该公司在显卡领域占据主导地位，根据Jon Peddie Research的数据，其市场份额高达82%。</blockquote></p><p> TheStreet Quant Ratings rates Nvidiaas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将Nvidia评级为买入，评级为B。</blockquote></p><p> <b>Applied Materials</b></p><p><blockquote><b>应用材料</b></blockquote></p><p> Jim Cramer recently named chip equipment&nbsp;major Applied Materials&nbsp;(<b>AMAT</b>) -Get Report&nbsp;asone of the stocks that got away.</p><p><blockquote>Jim Cramer最近将芯片设备专业应用材料(<b>阿马特</b>)-获取报告作为逃跑的股票之一。</blockquote></p><p> He called out the bull market in semiconductor equipment. We need to make more chips, he said, and companies like Applied Materials&nbsp;can make that happen.</p><p><blockquote>他喊出了半导体设备的牛市。他说，我们需要制造更多芯片，而像应用材料公司这样的公司可以实现这一目标。</blockquote></p><p> The&nbsp;semiconductor equipment major&nbsp;reported mixed fiscal-second-quarter earnings and received a number of positive reviews and price-target upgrades from Wall Street analysts.</p><p><blockquote>这家半导体设备巨头公布的第二财季收益好坏参半，并获得了华尔街分析师的多项积极评价和目标价上调。</blockquote></p><p> TheStreet Quant Ratings rates Applied Materialsas a Buy with a rating score of A-.</p><p><blockquote>TheStreet Quant Ratings将应用材料公司评级为买入，评级为A-。</blockquote></p><p> <b>Qualcomm</b></p><p><blockquote><b>Qualcomm</b></blockquote></p><p> Shares of Qualcomm&nbsp;(<b>QCOM</b>) -Get Report&nbsp;and other Apple&nbsp;(<b>AAPL</b>) -Get Report&nbsp;suppliers were dropping after a media report said Apple's 5G baseband chip could be used in the iPhone as soon as 2023.</p><p><blockquote>高通股份(<b>QCOM</b>)-获取报告和其他苹果(<b>AAPL</b>)-在媒体报道称苹果的5G基带芯片最早可能在2023年用于iPhone后，Get报告供应商纷纷下跌。</blockquote></p><p> AppleInsider cited TF International Securities analyst Ming-Chi Kuo as the person making its prediction. Kuo seesQualcomm having to change its strategyto combat order losses from Apple.</p><p><blockquote>AppleInsider援引TF International Securities分析师Ming-Chi Kuo作为做出这一预测的人。郭认为高通必须改变策略，以应对苹果的订单损失。</blockquote></p><p> Jim Cramer recently said investors should\"own Qualcomm stock.\"</p><p><blockquote>吉姆·克莱默最近表示，投资者应该“持有高通股票”。</blockquote></p><p> TheStreet Quant Ratings rates Qualcommas a Buy with a rating score of B+.</p><p><blockquote>TheStreet Quant Ratings将高通评级为买入，评级为B+。</blockquote></p><p> <b>NXP Semiconductors</b></p><p><blockquote><b>恩智浦半导体</b></blockquote></p><p> NXP Semiconductors&nbsp;(<b>NXPI</b>) -Get Report&nbsp;swung to a stronger-than-expected first-quarter profit from a year-earlier loss on 27% higher revenue.</p><p><blockquote>恩智浦半导体(<b>NXPI</b>)-Get报告显示，第一季度利润从上年同期亏损转为强于预期，收入增长27%。</blockquote></p><p> The Eindhoven, Netherlands, chipmaker reported that it earned $1.25 a share compared with a loss of 8 cents a share in the year-earlier quarter. Revenue reached $2.57 billion from $2.02 billion.</p><p><blockquote>这家总部位于荷兰埃因霍温的芯片制造商报告称，每股盈利1.25美元，而去年同期每股亏损8美分。营收从20.2亿美元达到25.7亿美元。</blockquote></p><p> TheStreet Quant Ratings rates NXP Semiconductorsas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将恩智浦半导体评级为买入，评级为B。</blockquote></p><p> <b>Advanced Micro Devices</b></p><p><blockquote><b>先进微设备公司</b></blockquote></p><p> Advanced Micro Devices&nbsp;(<b>AMD</b>) -Get Report&nbsp;was higher this past week after Benchmark initiatedcoverage of the chipmakerwith a buy rating and $100 price target.</p><p><blockquote>先进微设备公司（<b>AMD</b>)-在Benchmark首次对这家芯片制造商给予买入评级和100美元的目标价后，Get报告上周走高。</blockquote></p><p> Analyst Cody Acree said he expected \"the firm’s leadership to continue to drive share gains for at least the next few years.\"</p><p><blockquote>分析师科迪·阿克里(Cody Acree)表示，他预计“该公司的领导层至少在未来几年内将继续推动股价上涨”。</blockquote></p><p> TheStreet Quant Ratings rates AMDas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将AMDas评为买入，评级为B。</blockquote></p><p> <b>Taiwan Semiconductor Manufacturing</b></p><p><blockquote><b>台积电</b></blockquote></p><p> Cramer recently said&nbsp;that if investors think chips are truly in short supply and we need capital equipment, then the company they most need is Lam Research(<b>LRCX</b>) -Get Report, other than Taiwan Semiconductor Manufacturing(<b>TSM</b>) -Get Report.</p><p><blockquote>Cramer最近表示，如果投资者认为芯片确实供不应求，我们需要资本设备，那么他们最需要的公司就是Lam Research(<b>LRCX</b>)-获取报告，台积电除外(<b>TSM</b>)-获取报告。</blockquote></p><p> Cramer spoke recently aboutpicking stocks against a broad worldview, and Taiwan Semiconductors was discussed.</p><p><blockquote>克莱默最近谈到了根据广阔的世界观挑选股票，并讨论了台积电。</blockquote></p><p> \"For me, I'm particularly concerned about the Chinese making a move on Taiwan. We're squeezing their critical companies to the de facto takeover of Taiwan Semiconductor.I don't want inflation to be so raging that Jay Powell can't engineer a soft landing,\" Cramer said.</p><p><blockquote>“对我来说，我特别担心中国人对台湾采取行动。我们正在迫使他们的关键公司事实上收购台积电。我不希望通货膨胀如此严重，以至于杰伊·鲍威尔无法做到这一点。”设计软着陆，”克莱默说。</blockquote></p><p> TheStreet Quant Ratings rates TSMas a Buy with a rating score of A.</p><p><blockquote>TheStreet Quant Ratings将TSMA评级为买入，评级为A。</blockquote></p><p> <b>Micron Technology</b></p><p><blockquote><b>美光科技</b></blockquote></p><p> Micron Technology&nbsp;(<b>MU</b>) -Get Report&nbsp;recently announced the successful closing of nearly$3.7 billion inaugural sustainability-linked credit facilities.</p><p><blockquote>美光科技(<b>穆</b>)-Get Report最近宣布成功完成了近37亿美元的首笔可持续发展相关信贷安排。</blockquote></p><p> The facilities, which create additional long-term value for Micron's stakeholders, reinforce the company's commitment to sustainability and 2030 environmental goals.</p><p><blockquote>这些设施为美光科技的利益相关者创造了额外的长期价值，强化了公司对可持续发展和2030年环境目标的承诺。</blockquote></p><p> TheStreet Quant Ratings rates Micronas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将Micronas评为买入，评级为B。</blockquote></p><p> <b>Broadcom</b></p><p><blockquote><b>Broadcom</b></blockquote></p><p> Broadcom&nbsp;(<b>AVGO</b>) -Get Report&nbsp;has performed quite well over the past year, up about 55% in that span. However, the stock has been relatively stagnant so far in 2021, up just 6%.</p><p><blockquote>博通(<b>AVGO</b>)-Get Report在过去一年中表现相当不错，同期增长了约55%。然而，2021年迄今为止，该股相对停滞，仅上涨6%。</blockquote></p><p> From early November to mid-February, Broadcom really found its groove. Shares rallied more than 40% in that span as the chipmaker saw its stock glide higher. While Broadcom topped out around the time that other high-growth stocks did, it didn’t suffer the same fate as those caught in theensuing bear market.</p><p><blockquote>从11月初到2月中旬，博通真正找到了自己的最佳状态。随着这家芯片制造商的股价下滑，其股价在此期间上涨了40%以上。虽然博通与其他高增长股票一样在同一时间见顶，但它并没有遭受与那些陷入随后熊市的股票相同的命运。</blockquote></p><p></p><p> \"This is a high-multiple stock that has people spooked. I own it for my charitable trust and you should, too.\" Cramer recently said of Broadcomduring a Mad Money Lightning Round.</p><p><blockquote>“这是一只让人们感到害怕的高市盈率股票。我持有它是为了我的慈善信托，你也应该这样做。”克莱默最近在一轮疯狂的资金闪电中谈到了Broadcom。</blockquote></p><p> TheStreet Quant Ratings rates Broadcomas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将Broadcomas评级为买入，评级为B。</blockquote></p><p> <b>Intel</b></p><p><blockquote><b>英特尔</b></blockquote></p><p> Analyst Cody Acree said in a research note that AMD's management, led by Chief Executive Lisa Su, \"has developed a base processor architecture (Zen), and its generational improvements, that have proven over the last few years to be highly competitive - and often superior - to Intel’s&nbsp;(<b>INTC</b>) -Get Report&nbsp;designs, particularly with AMD using Taiwan Semiconductor’s&nbsp;most advanced commercial volume lithography process.\"</p><p><blockquote>分析师Cody Acree在一份研究报告中表示，由首席执行官Lisa Su领导的AMD管理层“开发了一种基本处理器架构(Zen)及其世代改进，在过去几年中已被证明具有很强的竞争力，而且往往优于英特尔（<b>INTC</b>）-获取报告设计，特别是使用台积电最先进的商业批量光刻工艺的AMD。”</blockquote></p><p> In January Su unveiled theRyzen 5000 Zen 3series, a new generation of mobile and desktop gaming chips.</p><p><blockquote>一月份，Su推出了新一代移动和桌面游戏芯片TheryZen 5000 Zen 3系列。</blockquote></p><p> \"While Intel has struggled to respond with a trump architectural offering, its biggest challenge ... has been that Intel mismanaged its pace of bleeding-end manufacturing technology, leaving the company at a disadvantage to the leading foundry providers,\" Acree said.</p><p><blockquote>Acree表示：“虽然英特尔一直在努力应对特朗普架构产品，但其最大的挑战……是英特尔对其尖端制造技术的步伐管理不善，使该公司相对于领先的代工供应商处于劣势。”</blockquote></p><p> With Intel somewhat handcuffed, the analyst added, \"AMD has been able to capitalize on the opportunity and has been gaining broad market share over the past few years.\"</p><p><blockquote>这位分析师补充道，由于英特尔受到了一定程度的束缚，“AMD已经能够利用这个机会，并在过去几年中获得了广泛的市场份额。”</blockquote></p><p> Intel, despite what the company keeps saying, is nowhere, according to Cramer. \"Yes, it bothers me right now that the stock is down a buck. Yes! It's killing me! And Intel keeps saying that they're going to pass AMD any minute. That's nonsense,\" Cramer said.</p><p><blockquote>克莱默表示，尽管英特尔一直在说什么，但该公司却无处可去。“是的，现在股价下跌了一美元，这让我很困扰。是的！这简直要了我的命！英特尔一直说他们随时都会超过AMD。那是胡说八道，”克莱默说。</blockquote></p><p> TheStreet Quant Ratings rates Intelas a Buy with a rating score of A-.</p><p><blockquote>TheStreet Quant Ratings将英特尔评级为买入，评级为A-。</blockquote></p><p> <b>Texas Instruments</b></p><p><blockquote><b>德州仪器</b></blockquote></p><p> Chipmaker Texas Instruments&nbsp;(<b>TXN</b>) -Get Report&nbsp;reported first-quarter revenue and earnings that topped analyst estimates, as well as strong second-quarter guidance.</p><p><blockquote>芯片制造商德州仪器(<b>TXN</b>)-Get Report报告第一季度收入和盈利超出分析师预期，第二季度指引也强劲。</blockquote></p><p> The company reported first-quarter revenue of $4.29 billionvs. the analyst consensus of $4.00 billion, while adjusted earnings came in at $1.87 per share versus consensus estimates for $1.58 per share. Operating income for the quarter was $1.94 billion vs. consensus estimates of $1.71 billion.</p><p><blockquote>该公司公布第一季度营收为42.9亿美元。分析师普遍预期为40亿美元，调整后收益为每股1.87美元，而市场普遍预期为每股1.58美元。该季度营业收入为19.4亿美元，市场普遍预期为17.1亿美元。</blockquote></p><p> TheStreet Quant Ratings rates Texas Instrumentsas a Buy with a rating score of A.</p><p><blockquote>TheStreet Quant Ratings将德州仪器评级为买入，评级为A。</blockquote></p><p> <i>AMD, Broadcom, and Nvidia are key holdings inJim Cramer'sAction Alerts PLUS charitable trust.Want to be alerted before Jim Cramer buys or sells any stock?Learn more from Cramer and his membership team now.</i></p><p><blockquote><i>AMD、博通和Nvidia是Jim Cramer的Action Alerts Plus慈善信托基金的主要持股。想在吉姆·克莱默购买或出售任何股票之前收到提醒吗？立即向克莱默和他的会员团队了解更多信息。</i></blockquote></p><p></p>","source":"lsy1610613172068","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>Semiconductor Watchlist: Jim Cramer Says to Own Nvidia, AMD and Broadcom<blockquote>半导体观察名单：吉姆·克莱默表示将拥有英伟达、AMD和博通</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSemiconductor Watchlist: Jim Cramer Says to Own Nvidia, AMD and Broadcom<blockquote>半导体观察名单：吉姆·克莱默表示将拥有英伟达、AMD和博通</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Street</strong><span class=\"h-time small\">2021-06-09 20:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>See buy or sell recommendations for AMD, Applied Materials, Qualcomm, NXP, Broadcom, Taiwan Semiconductor, and more semiconductor stocks.</b>  China's memory chip makers are pushing into the lower end of the market even as the country faces an increasingly steep uphill battle to achieve its self-sufficiency goals amid ongoing geopolitical tensions and a global semiconductor shortage that's expected to run into next year,according to South China Morning Post.</p><p><blockquote><b>查看AMD、应用材料、高通、恩智浦、博通、台积电和更多半导体股票的买入或卖出建议。</b>据《南华早报》报道，尽管在持续的地缘政治紧张局势和预计将持续到明年的全球半导体短缺的情况下，中国在实现自给自足目标方面面临着越来越艰巨的战斗，但中国的存储芯片制造商正在进军低端市场。</blockquote></p><p> Yangtze YTMC and Changxin Memory Technologies represent a new disruptive force in the sector and are expected to increase global capacity by 29 percent between 2020 and 2022, economists from investment bank Natixis said on Wednesday.</p><p><blockquote>投资银行Natixis的经济学家周三表示，长江YTMC和长鑫存储技术代表了该行业的一股新的颠覆性力量，预计在2020年至2022年间全球产能将增加29%。</blockquote></p><p> TheStreet's Jim Cramer is eyeing Applied Materials&nbsp;(<b>AMAT</b>) -Get Report&nbsp;and other semiconductor capital equipment stocks. \"They haven't let us down,\"Cramer said&nbsp;in a conversation with TheStreet's Katherine Ross. \"When you get that group going, that's the best leadership group there is,\" he added.</p><p><blockquote>TheStreet的吉姆·克莱默(Jim Cramer)正在关注应用材料公司(<b>阿马特</b>）-获取报告和其他半导体资本设备股票。“他们没有让我们失望，”克莱默在与TheStreet的凯瑟琳·罗斯的对话中说道。“当你让这个团队运转起来时，那就是最好的领导团队，”他补充道。</blockquote></p><p> Cramer also said Monday that the key to the market for him is still the Nasdaq. \"We need to see Advanced Micro Devices&nbsp;(<b>AMD</b>) -Get Report&nbsp;not get beaten down by Nvidia&nbsp;(<b>NVDA</b>) -Get Report... We need to see all sorts of technology stocks keep up with what I regard as a runaway industrial market,\" he said.</p><p><blockquote>克莱默周一还表示，对他来说，市场的关键仍然是纳斯达克。“我们需要看到先进微设备（<b>AMD</b>)-获取报告而不是被Nvidia击败(<b>NVDA</b>)-获取报告...我们需要看到各种科技股跟上我所认为的失控工业市场的步伐，”他说。</blockquote></p><p> Nvidia is still dominating the semiconductor market. And in terms of diversifying, Nvidia CEO Jensen Huang’s acquisition strategy has helped the firm branch into the automotive industry through high-profile partnerships through its NVIDIA drive network as well as data centers, aided by the acquisition of Mellanox, as well as AI technology through its anticipated takeover of Arm.</p><p><blockquote>英伟达仍然主导着半导体市场。在多元化方面，Nvidia首席执行官黄仁勋(Elon Musk)的收购战略帮助该公司通过其NVIDIA drive网络和数据中心建立高调合作伙伴关系，在收购Mellanox的帮助下，以及通过收购人工智能技术，进军汽车行业。预期收购Arm。</blockquote></p><p> While the semiconductor industry is certainly crowded, Nvidia has managed to set itself apart beyond its firm base in gaming and graphic chip dominance. As such, it might also be a perfect candidate for mention alongside the long-time tech leaders. Also, its market cap is a healthy $400+ billion, adding to its potential to fit with the rest of the group,according to TheStreet's Kevin Curran.</p><p><blockquote>虽然半导体行业确实很拥挤，但英伟达已经成功地超越了其在游戏和图形芯片主导地位方面的坚实基础。因此，它也可能是与长期技术领导者一起提及的完美候选人。此外，TheStreet的凯文·柯伦(Kevin Curran)表示，其市值已超过4000亿美元，这增加了其与集团其他公司接轨的潜力。</blockquote></p><p> Nvidia is also among companies that have noted a degree of uncertainty in predicting the impact ofcryptocurrency mining on near-term sales.</p><p><blockquote>英伟达也是在预测加密货币挖矿对近期销售的影响方面存在一定程度不确定性的公司之一。</blockquote></p><p> \"It's hard to estimate exactly how much and where crypto mining is being done. However, we can only assume that the vast majority of it is contributed by professional miners, especially when the amount of mining increases tremendously like it has,\" CEO Jensen Huang told investors on a conference call this past week.</p><p><blockquote>“很难准确估计加密货币挖矿的数量和地点。然而，我们只能假设其中绝大多数是由专业矿工贡献的，特别是当挖矿量像现在这样大幅增加时，”首席执行官黄仁勋上周在电话会议上告诉投资者。</blockquote></p><p> TheStreet's Jim Cramer noted in his dailyAction Alerts Plus rundownthis past week that while Nvidia has performed well and itsrecent 4-for-1 stock splitmakes sense, the link betweencryptocurrency mining and Nvidia’s performanceis not necessarily that strong.</p><p><blockquote>TheStreet的吉姆·克莱默(Jim Cramer)在上周的DailyAction Alerts Plus Rundown中指出，虽然Nvidia表现良好，而且最近的4比1股票分割也有道理，但加密货币挖矿与Nvidia业绩之间的联系不一定那么强。</blockquote></p><p> Nvidia has submitted an application to Chinese competition regulators to review its proposed $40 billion takeover of the U.K. chip designer Arm, according to the Financial Times. The chip company announced the deal about eight months ago and said it expects to close the deal by next March.</p><p><blockquote>据英国《金融时报》报道，英伟达已向中国竞争监管机构提交申请，要求审查其以400亿美元收购英国芯片设计公司Arm的提议。这家芯片公司大约在八个月前宣布了这笔交易，并表示预计将在明年3月之前完成交易。</blockquote></p><p> Nvidia's application was made in recent weeks and sets in</p><p><blockquote>Nvidia的申请是最近几周提出的，并开始</blockquote></p><p> motion a period of scrutiny that could take up to 18 months, according to Chinese antitrust lawyers, the Financial Times reported. In February,U.S. federal regulators opened an investigation into Nvidia's agreement to purchase Arm.</p><p><blockquote>据英国《金融时报》报道，中国反垄断律师表示，该动议可能需要长达18个月的审查期。2月，美国。联邦监管机构对英伟达收购Arm的协议展开调查。</blockquote></p><p> Meanwhile,&nbsp;Broadcom&nbsp;(<b>AVGO</b>) -Get Report&nbsp;issued a bullish fiscal-third quarter revenue outlook and topped estimates in the second quarter onstrong demand for the company's semiconductors.</p><p><blockquote>与此同时，博通（<b>AVGO</b>)-Get报告发布了乐观的第三财季收入前景，并因对该公司半导体的强劲需求而超出了第二季度的预期。</blockquote></p><p> The company said it expects third-quarter revenue of about $6.75 billion, higher than expectations of $6.6 billion. In addition, the company estimated adjusted EBITDA would 60% of projected revenue, or about $4.05 billion, above estimates of $3.88 billion.</p><p><blockquote>该公司表示，预计第三季度营收约为67.5亿美元，高于预期的66亿美元。此外，该公司预计调整后EBITDA将占预计收入的60%，即约40.5亿美元，高于预期的38.8亿美元。</blockquote></p><p> “Due to the strength in demand for semiconductors across our multiple end markets, we delivered 20% year-over-year</p><p><blockquote>“由于我们多个终端市场对半导体的需求强劲，我们的交付量同比增长了20%</blockquote></p><p> increase in semiconductor revenue,” said CEO Hock Tan.</p><p><blockquote>半导体收入的增加，”首席执行官Hock Tan说。</blockquote></p><p> “Our third-quarter outlook projects this year-over-year growth to sustain, as we continue to see strong demand from service providers and hypercloud.”</p><p><blockquote>“我们的第三季度展望预计，由于我们继续看到服务提供商和超云的强劲需求，同比增长将持续。”</blockquote></p><p> Cramer is watching the semiconductor capital equipment stocks closely, which he said: \"had let us down.\" \"There was a belief that there was a glut of certain kinds of chips,\" he added.</p><p><blockquote>克莱默正在密切关注半导体资本设备股，他表示：“这让我们失望了。”“人们认为某些类型的芯片供过于求，”他补充道。</blockquote></p><p> \"And even though a lot of people were worried about the supply of chips, a lot of the smartest people were saying, listen, get out of the semiconductor-capital stocks and there isn't a glut. There is a glut developing of a certain kind and Applied Materials kind of straightened that out.\"</p><p><blockquote>“尽管很多人担心芯片的供应，但很多最聪明的人都在说，听着，退出半导体资本股票，就不会出现供过于求的情况。某种类型和应用材料在某种程度上解决了这个问题。”</blockquote></p><p> Here is a list of the semiconductor stocks to watch and their performance by percentage change at the close of trading on Tuesday, June 8:</p><p><blockquote>以下是值得关注的半导体股票列表及其截至6月8日星期二收盘时的百分比变化表现：</blockquote></p><p> <b>Nvidia</b></p><p><blockquote><b>英伟达</b></blockquote></p><p></p><p> Large-cap tech stock Nvidia&nbsp;(<b>NVDA</b>) -Get Report&nbsp;is cruising higher. The company's stock rose afterthe semiconductor makerreported fiscal-first-quarter earnings and revenue that topped analyst expectations. Nvidia reported quarterly earnings of $3.66 a share on revenue of $5.66 billion. Analysts were expecting earnings of $3.29 a share on revenue of $5.4 billion.</p><p><blockquote>大盘科技股英伟达(<b>NVDA</b>)-Get报告正在走高。在这家半导体制造商公布的第一财季盈利和收入超出分析师预期后，该公司股价上涨。英伟达公布季度收益为每股3.66美元，营收为56.6亿美元。分析师预计每股收益为3.29美元，营收为54亿美元。</blockquote></p><p> Joel Kulina, SVP of Equity Trading at Wedbush Securities,&nbsp;argues for the addition of both Microsoft&nbsp;(<b>MSFT</b>) -Get Report&nbsp;and his chosen semiconductor stalwart Nvidia&nbsp;to result in the catchy FANGMAN,wrote TheStreet's Kevin Curran.&nbsp;“FANGMAN has been one of the better ones I’ve come across, easy to say; includes large-cap growth names across various pockets of tech.”</p><p><blockquote>Wedbush Securities股票交易高级副总裁Joel Kulina主张增加两名微软（<b>MSFT</b>）——TheStreet的凯文·柯伦(Kevin Curran)写道，Get Report和他选择的半导体巨头英伟达(Nvidia)造就了朗朗上口的FANGMAN。“FANGMAN是我遇到过的最好的人之一，很容易说；包括各个领域的大型成长型公司。”科技。”</blockquote></p><p> Nvidia would fit in well as its dominance in graphics chips has helped the firm assert a dominant market share in graphics cards, clocking in at a whopping 82% market share per Jon Peddie Research.</p><p><blockquote>Nvidia将非常适合，因为其在图形芯片领域的主导地位帮助该公司在显卡领域占据主导地位，根据Jon Peddie Research的数据，其市场份额高达82%。</blockquote></p><p> TheStreet Quant Ratings rates Nvidiaas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将Nvidia评级为买入，评级为B。</blockquote></p><p> <b>Applied Materials</b></p><p><blockquote><b>应用材料</b></blockquote></p><p> Jim Cramer recently named chip equipment&nbsp;major Applied Materials&nbsp;(<b>AMAT</b>) -Get Report&nbsp;asone of the stocks that got away.</p><p><blockquote>Jim Cramer最近将芯片设备专业应用材料(<b>阿马特</b>)-获取报告作为逃跑的股票之一。</blockquote></p><p> He called out the bull market in semiconductor equipment. We need to make more chips, he said, and companies like Applied Materials&nbsp;can make that happen.</p><p><blockquote>他喊出了半导体设备的牛市。他说，我们需要制造更多芯片，而像应用材料公司这样的公司可以实现这一目标。</blockquote></p><p> The&nbsp;semiconductor equipment major&nbsp;reported mixed fiscal-second-quarter earnings and received a number of positive reviews and price-target upgrades from Wall Street analysts.</p><p><blockquote>这家半导体设备巨头公布的第二财季收益好坏参半，并获得了华尔街分析师的多项积极评价和目标价上调。</blockquote></p><p> TheStreet Quant Ratings rates Applied Materialsas a Buy with a rating score of A-.</p><p><blockquote>TheStreet Quant Ratings将应用材料公司评级为买入，评级为A-。</blockquote></p><p> <b>Qualcomm</b></p><p><blockquote><b>Qualcomm</b></blockquote></p><p> Shares of Qualcomm&nbsp;(<b>QCOM</b>) -Get Report&nbsp;and other Apple&nbsp;(<b>AAPL</b>) -Get Report&nbsp;suppliers were dropping after a media report said Apple's 5G baseband chip could be used in the iPhone as soon as 2023.</p><p><blockquote>高通股份(<b>QCOM</b>)-获取报告和其他苹果(<b>AAPL</b>)-在媒体报道称苹果的5G基带芯片最早可能在2023年用于iPhone后，Get报告供应商纷纷下跌。</blockquote></p><p> AppleInsider cited TF International Securities analyst Ming-Chi Kuo as the person making its prediction. Kuo seesQualcomm having to change its strategyto combat order losses from Apple.</p><p><blockquote>AppleInsider援引TF International Securities分析师Ming-Chi Kuo作为做出这一预测的人。郭认为高通必须改变策略，以应对苹果的订单损失。</blockquote></p><p> Jim Cramer recently said investors should\"own Qualcomm stock.\"</p><p><blockquote>吉姆·克莱默最近表示，投资者应该“持有高通股票”。</blockquote></p><p> TheStreet Quant Ratings rates Qualcommas a Buy with a rating score of B+.</p><p><blockquote>TheStreet Quant Ratings将高通评级为买入，评级为B+。</blockquote></p><p> <b>NXP Semiconductors</b></p><p><blockquote><b>恩智浦半导体</b></blockquote></p><p> NXP Semiconductors&nbsp;(<b>NXPI</b>) -Get Report&nbsp;swung to a stronger-than-expected first-quarter profit from a year-earlier loss on 27% higher revenue.</p><p><blockquote>恩智浦半导体(<b>NXPI</b>)-Get报告显示，第一季度利润从上年同期亏损转为强于预期，收入增长27%。</blockquote></p><p> The Eindhoven, Netherlands, chipmaker reported that it earned $1.25 a share compared with a loss of 8 cents a share in the year-earlier quarter. Revenue reached $2.57 billion from $2.02 billion.</p><p><blockquote>这家总部位于荷兰埃因霍温的芯片制造商报告称，每股盈利1.25美元，而去年同期每股亏损8美分。营收从20.2亿美元达到25.7亿美元。</blockquote></p><p> TheStreet Quant Ratings rates NXP Semiconductorsas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将恩智浦半导体评级为买入，评级为B。</blockquote></p><p> <b>Advanced Micro Devices</b></p><p><blockquote><b>先进微设备公司</b></blockquote></p><p> Advanced Micro Devices&nbsp;(<b>AMD</b>) -Get Report&nbsp;was higher this past week after Benchmark initiatedcoverage of the chipmakerwith a buy rating and $100 price target.</p><p><blockquote>先进微设备公司（<b>AMD</b>)-在Benchmark首次对这家芯片制造商给予买入评级和100美元的目标价后，Get报告上周走高。</blockquote></p><p> Analyst Cody Acree said he expected \"the firm’s leadership to continue to drive share gains for at least the next few years.\"</p><p><blockquote>分析师科迪·阿克里(Cody Acree)表示，他预计“该公司的领导层至少在未来几年内将继续推动股价上涨”。</blockquote></p><p> TheStreet Quant Ratings rates AMDas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将AMDas评为买入，评级为B。</blockquote></p><p> <b>Taiwan Semiconductor Manufacturing</b></p><p><blockquote><b>台积电</b></blockquote></p><p> Cramer recently said&nbsp;that if investors think chips are truly in short supply and we need capital equipment, then the company they most need is Lam Research(<b>LRCX</b>) -Get Report, other than Taiwan Semiconductor Manufacturing(<b>TSM</b>) -Get Report.</p><p><blockquote>Cramer最近表示，如果投资者认为芯片确实供不应求，我们需要资本设备，那么他们最需要的公司就是Lam Research(<b>LRCX</b>)-获取报告，台积电除外(<b>TSM</b>)-获取报告。</blockquote></p><p> Cramer spoke recently aboutpicking stocks against a broad worldview, and Taiwan Semiconductors was discussed.</p><p><blockquote>克莱默最近谈到了根据广阔的世界观挑选股票，并讨论了台积电。</blockquote></p><p> \"For me, I'm particularly concerned about the Chinese making a move on Taiwan. We're squeezing their critical companies to the de facto takeover of Taiwan Semiconductor.I don't want inflation to be so raging that Jay Powell can't engineer a soft landing,\" Cramer said.</p><p><blockquote>“对我来说，我特别担心中国人对台湾采取行动。我们正在迫使他们的关键公司事实上收购台积电。我不希望通货膨胀如此严重，以至于杰伊·鲍威尔无法做到这一点。”设计软着陆，”克莱默说。</blockquote></p><p> TheStreet Quant Ratings rates TSMas a Buy with a rating score of A.</p><p><blockquote>TheStreet Quant Ratings将TSMA评级为买入，评级为A。</blockquote></p><p> <b>Micron Technology</b></p><p><blockquote><b>美光科技</b></blockquote></p><p> Micron Technology&nbsp;(<b>MU</b>) -Get Report&nbsp;recently announced the successful closing of nearly$3.7 billion inaugural sustainability-linked credit facilities.</p><p><blockquote>美光科技(<b>穆</b>)-Get Report最近宣布成功完成了近37亿美元的首笔可持续发展相关信贷安排。</blockquote></p><p> The facilities, which create additional long-term value for Micron's stakeholders, reinforce the company's commitment to sustainability and 2030 environmental goals.</p><p><blockquote>这些设施为美光科技的利益相关者创造了额外的长期价值，强化了公司对可持续发展和2030年环境目标的承诺。</blockquote></p><p> TheStreet Quant Ratings rates Micronas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将Micronas评为买入，评级为B。</blockquote></p><p> <b>Broadcom</b></p><p><blockquote><b>Broadcom</b></blockquote></p><p> Broadcom&nbsp;(<b>AVGO</b>) -Get Report&nbsp;has performed quite well over the past year, up about 55% in that span. However, the stock has been relatively stagnant so far in 2021, up just 6%.</p><p><blockquote>博通(<b>AVGO</b>)-Get Report在过去一年中表现相当不错，同期增长了约55%。然而，2021年迄今为止，该股相对停滞，仅上涨6%。</blockquote></p><p> From early November to mid-February, Broadcom really found its groove. Shares rallied more than 40% in that span as the chipmaker saw its stock glide higher. While Broadcom topped out around the time that other high-growth stocks did, it didn’t suffer the same fate as those caught in theensuing bear market.</p><p><blockquote>从11月初到2月中旬，博通真正找到了自己的最佳状态。随着这家芯片制造商的股价下滑，其股价在此期间上涨了40%以上。虽然博通与其他高增长股票一样在同一时间见顶，但它并没有遭受与那些陷入随后熊市的股票相同的命运。</blockquote></p><p></p><p> \"This is a high-multiple stock that has people spooked. I own it for my charitable trust and you should, too.\" Cramer recently said of Broadcomduring a Mad Money Lightning Round.</p><p><blockquote>“这是一只让人们感到害怕的高市盈率股票。我持有它是为了我的慈善信托，你也应该这样做。”克莱默最近在一轮疯狂的资金闪电中谈到了Broadcom。</blockquote></p><p> TheStreet Quant Ratings rates Broadcomas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将Broadcomas评级为买入，评级为B。</blockquote></p><p> <b>Intel</b></p><p><blockquote><b>英特尔</b></blockquote></p><p> Analyst Cody Acree said in a research note that AMD's management, led by Chief Executive Lisa Su, \"has developed a base processor architecture (Zen), and its generational improvements, that have proven over the last few years to be highly competitive - and often superior - to Intel’s&nbsp;(<b>INTC</b>) -Get Report&nbsp;designs, particularly with AMD using Taiwan Semiconductor’s&nbsp;most advanced commercial volume lithography process.\"</p><p><blockquote>分析师Cody Acree在一份研究报告中表示，由首席执行官Lisa Su领导的AMD管理层“开发了一种基本处理器架构(Zen)及其世代改进，在过去几年中已被证明具有很强的竞争力，而且往往优于英特尔（<b>INTC</b>）-获取报告设计，特别是使用台积电最先进的商业批量光刻工艺的AMD。”</blockquote></p><p> In January Su unveiled theRyzen 5000 Zen 3series, a new generation of mobile and desktop gaming chips.</p><p><blockquote>一月份，Su推出了新一代移动和桌面游戏芯片TheryZen 5000 Zen 3系列。</blockquote></p><p> \"While Intel has struggled to respond with a trump architectural offering, its biggest challenge ... has been that Intel mismanaged its pace of bleeding-end manufacturing technology, leaving the company at a disadvantage to the leading foundry providers,\" Acree said.</p><p><blockquote>Acree表示：“虽然英特尔一直在努力应对特朗普架构产品，但其最大的挑战……是英特尔对其尖端制造技术的步伐管理不善，使该公司相对于领先的代工供应商处于劣势。”</blockquote></p><p> With Intel somewhat handcuffed, the analyst added, \"AMD has been able to capitalize on the opportunity and has been gaining broad market share over the past few years.\"</p><p><blockquote>这位分析师补充道，由于英特尔受到了一定程度的束缚，“AMD已经能够利用这个机会，并在过去几年中获得了广泛的市场份额。”</blockquote></p><p> Intel, despite what the company keeps saying, is nowhere, according to Cramer. \"Yes, it bothers me right now that the stock is down a buck. Yes! It's killing me! And Intel keeps saying that they're going to pass AMD any minute. That's nonsense,\" Cramer said.</p><p><blockquote>克莱默表示，尽管英特尔一直在说什么，但该公司却无处可去。“是的，现在股价下跌了一美元，这让我很困扰。是的！这简直要了我的命！英特尔一直说他们随时都会超过AMD。那是胡说八道，”克莱默说。</blockquote></p><p> TheStreet Quant Ratings rates Intelas a Buy with a rating score of A-.</p><p><blockquote>TheStreet Quant Ratings将英特尔评级为买入，评级为A-。</blockquote></p><p> <b>Texas Instruments</b></p><p><blockquote><b>德州仪器</b></blockquote></p><p> Chipmaker Texas Instruments&nbsp;(<b>TXN</b>) -Get Report&nbsp;reported first-quarter revenue and earnings that topped analyst estimates, as well as strong second-quarter guidance.</p><p><blockquote>芯片制造商德州仪器(<b>TXN</b>)-Get Report报告第一季度收入和盈利超出分析师预期，第二季度指引也强劲。</blockquote></p><p> The company reported first-quarter revenue of $4.29 billionvs. the analyst consensus of $4.00 billion, while adjusted earnings came in at $1.87 per share versus consensus estimates for $1.58 per share. Operating income for the quarter was $1.94 billion vs. consensus estimates of $1.71 billion.</p><p><blockquote>该公司公布第一季度营收为42.9亿美元。分析师普遍预期为40亿美元，调整后收益为每股1.87美元，而市场普遍预期为每股1.58美元。该季度营业收入为19.4亿美元，市场普遍预期为17.1亿美元。</blockquote></p><p> TheStreet Quant Ratings rates Texas Instrumentsas a Buy with a rating score of A.</p><p><blockquote>TheStreet Quant Ratings将德州仪器评级为买入，评级为A。</blockquote></p><p> <i>AMD, Broadcom, and Nvidia are key holdings inJim Cramer'sAction Alerts PLUS charitable trust.Want to be alerted before Jim Cramer buys or sells any stock?Learn more from Cramer and his membership team now.</i></p><p><blockquote><i>AMD、博通和Nvidia是Jim Cramer的Action Alerts Plus慈善信托基金的主要持股。想在吉姆·克莱默购买或出售任何股票之前收到提醒吗？立即向克莱默和他的会员团队了解更多信息。</i></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/technology/semiconductor-watchlist-jim-cramer-says-to-own-nvidia-amd-broadcom\">The Street</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":{"AVGO":"博通","NXPI":"恩智浦","MU":"美光科技","AMD":"美国超微公司","QCOM":"高通","TSM":"台积电","AMAT":"应用材料","NVDA":"英伟达","INTC":"英特尔","TXN":"德州仪器"},"source_url":"https://www.thestreet.com/technology/semiconductor-watchlist-jim-cramer-says-to-own-nvidia-amd-broadcom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163875762","content_text":"See buy or sell recommendations for AMD, Applied Materials, Qualcomm, NXP, Broadcom, Taiwan Semiconductor, and more semiconductor stocks.\n\nChina's memory chip makers are pushing into the lower end of the market even as the country faces an increasingly steep uphill battle to achieve its self-sufficiency goals amid ongoing geopolitical tensions and a global semiconductor shortage that's expected to run into next year,according to South China Morning Post.\nYangtze YTMC and Changxin Memory Technologies represent a new disruptive force in the sector and are expected to increase global capacity by 29 percent between 2020 and 2022, economists from investment bank Natixis said on Wednesday.\nTheStreet's Jim Cramer is eyeing Applied Materials (AMAT) -Get Report and other semiconductor capital equipment stocks. \"They haven't let us down,\"Cramer said in a conversation with TheStreet's Katherine Ross. \"When you get that group going, that's the best leadership group there is,\" he added.\nCramer also said Monday that the key to the market for him is still the Nasdaq. \"We need to see Advanced Micro Devices (AMD) -Get Report not get beaten down by Nvidia (NVDA) -Get Report... We need to see all sorts of technology stocks keep up with what I regard as a runaway industrial market,\" he said.\nNvidia is still dominating the semiconductor market. And in terms of diversifying, Nvidia CEO Jensen Huang’s acquisition strategy has helped the firm branch into the automotive industry through high-profile partnerships through its NVIDIA drive network as well as data centers, aided by the acquisition of Mellanox, as well as AI technology through its anticipated takeover of Arm.\nWhile the semiconductor industry is certainly crowded, Nvidia has managed to set itself apart beyond its firm base in gaming and graphic chip dominance. As such, it might also be a perfect candidate for mention alongside the long-time tech leaders. Also, its market cap is a healthy $400+ billion, adding to its potential to fit with the rest of the group,according to TheStreet's Kevin Curran.\nNvidia is also among companies that have noted a degree of uncertainty in predicting the impact ofcryptocurrency mining on near-term sales.\n\"It's hard to estimate exactly how much and where crypto mining is being done. However, we can only assume that the vast majority of it is contributed by professional miners, especially when the amount of mining increases tremendously like it has,\" CEO Jensen Huang told investors on a conference call this past week.\nTheStreet's Jim Cramer noted in his dailyAction Alerts Plus rundownthis past week that while Nvidia has performed well and itsrecent 4-for-1 stock splitmakes sense, the link betweencryptocurrency mining and Nvidia’s performanceis not necessarily that strong.\nNvidia has submitted an application to Chinese competition regulators to review its proposed $40 billion takeover of the U.K. chip designer Arm, according to the Financial Times. The chip company announced the deal about eight months ago and said it expects to close the deal by next March.\nNvidia's application was made in recent weeks and sets in\nmotion a period of scrutiny that could take up to 18 months, according to Chinese antitrust lawyers, the Financial Times reported. In February,U.S. federal regulators opened an investigation into Nvidia's agreement to purchase Arm.\nMeanwhile, Broadcom (AVGO) -Get Report issued a bullish fiscal-third quarter revenue outlook and topped estimates in the second quarter onstrong demand for the company's semiconductors.\nThe company said it expects third-quarter revenue of about $6.75 billion, higher than expectations of $6.6 billion. In addition, the company estimated adjusted EBITDA would 60% of projected revenue, or about $4.05 billion, above estimates of $3.88 billion.\n“Due to the strength in demand for semiconductors across our multiple end markets, we delivered 20% year-over-year\nincrease in semiconductor revenue,” said CEO Hock Tan.\n“Our third-quarter outlook projects this year-over-year growth to sustain, as we continue to see strong demand from service providers and hypercloud.”\nCramer is watching the semiconductor capital equipment stocks closely, which he said: \"had let us down.\" \"There was a belief that there was a glut of certain kinds of chips,\" he added.\n\"And even though a lot of people were worried about the supply of chips, a lot of the smartest people were saying, listen, get out of the semiconductor-capital stocks and there isn't a glut. There is a glut developing of a certain kind and Applied Materials kind of straightened that out.\"\nHere is a list of the semiconductor stocks to watch and their performance by percentage change at the close of trading on Tuesday, June 8:\nNvidia\nLarge-cap tech stock Nvidia (NVDA) -Get Report is cruising higher. The company's stock rose afterthe semiconductor makerreported fiscal-first-quarter earnings and revenue that topped analyst expectations. Nvidia reported quarterly earnings of $3.66 a share on revenue of $5.66 billion. Analysts were expecting earnings of $3.29 a share on revenue of $5.4 billion.\nJoel Kulina, SVP of Equity Trading at Wedbush Securities, argues for the addition of both Microsoft (MSFT) -Get Report and his chosen semiconductor stalwart Nvidia to result in the catchy FANGMAN,wrote TheStreet's Kevin Curran. “FANGMAN has been one of the better ones I’ve come across, easy to say; includes large-cap growth names across various pockets of tech.”\nNvidia would fit in well as its dominance in graphics chips has helped the firm assert a dominant market share in graphics cards, clocking in at a whopping 82% market share per Jon Peddie Research.\nTheStreet Quant Ratings rates Nvidiaas a Buy with a rating score of B.\nApplied Materials\nJim Cramer recently named chip equipment major Applied Materials (AMAT) -Get Report asone of the stocks that got away.\nHe called out the bull market in semiconductor equipment. We need to make more chips, he said, and companies like Applied Materials can make that happen.\nThe semiconductor equipment major reported mixed fiscal-second-quarter earnings and received a number of positive reviews and price-target upgrades from Wall Street analysts.\nTheStreet Quant Ratings rates Applied Materialsas a Buy with a rating score of A-.\nQualcomm\nShares of Qualcomm (QCOM) -Get Report and other Apple (AAPL) -Get Report suppliers were dropping after a media report said Apple's 5G baseband chip could be used in the iPhone as soon as 2023.\nAppleInsider cited TF International Securities analyst Ming-Chi Kuo as the person making its prediction. Kuo seesQualcomm having to change its strategyto combat order losses from Apple.\nJim Cramer recently said investors should\"own Qualcomm stock.\"\nTheStreet Quant Ratings rates Qualcommas a Buy with a rating score of B+.\nNXP Semiconductors\nNXP Semiconductors (NXPI) -Get Report swung to a stronger-than-expected first-quarter profit from a year-earlier loss on 27% higher revenue.\nThe Eindhoven, Netherlands, chipmaker reported that it earned $1.25 a share compared with a loss of 8 cents a share in the year-earlier quarter. Revenue reached $2.57 billion from $2.02 billion.\nTheStreet Quant Ratings rates NXP Semiconductorsas a Buy with a rating score of B.\nAdvanced Micro Devices\nAdvanced Micro Devices (AMD) -Get Report was higher this past week after Benchmark initiatedcoverage of the chipmakerwith a buy rating and $100 price target.\nAnalyst Cody Acree said he expected \"the firm’s leadership to continue to drive share gains for at least the next few years.\"\nTheStreet Quant Ratings rates AMDas a Buy with a rating score of B.\nTaiwan Semiconductor Manufacturing\nCramer recently said that if investors think chips are truly in short supply and we need capital equipment, then the company they most need is Lam Research(LRCX) -Get Report, other than Taiwan Semiconductor Manufacturing(TSM) -Get Report.\nCramer spoke recently aboutpicking stocks against a broad worldview, and Taiwan Semiconductors was discussed.\n\"For me, I'm particularly concerned about the Chinese making a move on Taiwan. We're squeezing their critical companies to the de facto takeover of Taiwan Semiconductor.I don't want inflation to be so raging that Jay Powell can't engineer a soft landing,\" Cramer said.\nTheStreet Quant Ratings rates TSMas a Buy with a rating score of A.\nMicron Technology\nMicron Technology (MU) -Get Report recently announced the successful closing of nearly$3.7 billion inaugural sustainability-linked credit facilities.\nThe facilities, which create additional long-term value for Micron's stakeholders, reinforce the company's commitment to sustainability and 2030 environmental goals.\nTheStreet Quant Ratings rates Micronas a Buy with a rating score of B.\nBroadcom\nBroadcom (AVGO) -Get Report has performed quite well over the past year, up about 55% in that span. However, the stock has been relatively stagnant so far in 2021, up just 6%.\nFrom early November to mid-February, Broadcom really found its groove. Shares rallied more than 40% in that span as the chipmaker saw its stock glide higher. While Broadcom topped out around the time that other high-growth stocks did, it didn’t suffer the same fate as those caught in theensuing bear market.\n\"This is a high-multiple stock that has people spooked. I own it for my charitable trust and you should, too.\" Cramer recently said of Broadcomduring a Mad Money Lightning Round.\nTheStreet Quant Ratings rates Broadcomas a Buy with a rating score of B.\nIntel\nAnalyst Cody Acree said in a research note that AMD's management, led by Chief Executive Lisa Su, \"has developed a base processor architecture (Zen), and its generational improvements, that have proven over the last few years to be highly competitive - and often superior - to Intel’s (INTC) -Get Report designs, particularly with AMD using Taiwan Semiconductor’s most advanced commercial volume lithography process.\"\nIn January Su unveiled theRyzen 5000 Zen 3series, a new generation of mobile and desktop gaming chips.\n\"While Intel has struggled to respond with a trump architectural offering, its biggest challenge ... has been that Intel mismanaged its pace of bleeding-end manufacturing technology, leaving the company at a disadvantage to the leading foundry providers,\" Acree said.\nWith Intel somewhat handcuffed, the analyst added, \"AMD has been able to capitalize on the opportunity and has been gaining broad market share over the past few years.\"\nIntel, despite what the company keeps saying, is nowhere, according to Cramer. \"Yes, it bothers me right now that the stock is down a buck. Yes! It's killing me! And Intel keeps saying that they're going to pass AMD any minute. That's nonsense,\" Cramer said.\nTheStreet Quant Ratings rates Intelas a Buy with a rating score of A-.\nTexas Instruments\nChipmaker Texas Instruments (TXN) -Get Report reported first-quarter revenue and earnings that topped analyst estimates, as well as strong second-quarter guidance.\nThe company reported first-quarter revenue of $4.29 billionvs. the analyst consensus of $4.00 billion, while adjusted earnings came in at $1.87 per share versus consensus estimates for $1.58 per share. Operating income for the quarter was $1.94 billion vs. consensus estimates of $1.71 billion.\nTheStreet Quant Ratings rates Texas Instrumentsas a Buy with a rating score of A.\nAMD, Broadcom, and Nvidia are key holdings inJim Cramer'sAction Alerts PLUS charitable trust.Want to be alerted before Jim Cramer buys or sells any stock?Learn more from Cramer and his membership team now.","news_type":1,"symbols_score_info":{"MU":0.9,"BRCM":0.9,"TSM":0.9,"QCOM":0.9,"TXN":0.9,"AMAT":0.9,"NVDA":0.9,"AVGO":0.9,"NXPI":0.9,"INTC":0.9,"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185713272,"gmtCreate":1623673042696,"gmtModify":1634030302248,"author":{"id":"3583669366978952","authorId":"3583669366978952","name":"ttm17396","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583669366978952","authorIdStr":"3583669366978952"},"themes":[],"htmlText":"To the moon. 400","listText":"To the moon. 400","text":"To the moon. 400","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185713272","repostId":"1119906239","repostType":2,"isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}