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2021-12-29

[Miser] [Miser] [Miser] [Miser]

@Pepeflabs:$Apple(AAPL)$gogogo

2021-10-26

[财迷] [财迷]

AMD earnings look to again succeed where Intel disappointed<blockquote>AMD盈利有望在英特尔失望的地方再次取得成功</blockquote>

2021-10-19

Squid game is the best!!

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2021-10-05

Yes!

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2021-09-22

Looking forward!

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2021-09-21

$HAIDILAO(06862)$hmmm

2021-09-21

[难过]

2021-09-11

Huh.. [难过]

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2021-09-10

Apple FTW!!! [财迷] [财迷]

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2021-09-09

[得意] [得意] [得意]

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2021-09-02

[得意] [得意]

Hong Kong: Shares extend gains at open<blockquote>香港：股市开盘延续涨势</blockquote>

2021-08-28

[财迷]

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2021-08-08

Not sure what if the regulators will decide the last minute to stop this.

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2021-08-07

Wow

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2021-08-03

We have to accept that COVID willl become endemic

Why the Stock Market Doesn’t Seem to Care About the Latest Surge in Covid Cases<blockquote>为什么股市似乎并不关心最新的新冠病例激增</blockquote>

2021-08-03

[眼眼]

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2021-07-27

[汗颜]

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2021-07-21

Look forward to see what are the games...

Netflix details video game push as it forecasts weak growth<blockquote>Netflix预测增长疲软，详细介绍了视频游戏推广</blockquote>

2021-07-21

[强]

抱歉，原内容已删除

2021-07-19

Wow

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[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852072284","repostId":"2177412181","repostType":4,"repost":{"id":"2177412181","kind":"highlight","pubTimestamp":1635219132,"share":"https://www.laohu8.com/m/news/2177412181?lang=zh_CN&edition=full","pubTime":"2021-10-26 11:32","market":"us","language":"en","title":"AMD earnings look to again succeed where Intel disappointed<blockquote>AMD盈利有望在英特尔失望的地方再次取得成功</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2177412181","media":"MarketWatch","summary":"AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analy","content":"<p>AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink</p><p><blockquote>AMD盈利预览：在英特尔连续两个季度下滑后，分析师现在指出，由于英特尔的利润率预计将萎缩，AMD的利润率将不断增长</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30ec3c9220844c561016f0de86f86f52\" tg-width=\"699\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Advanced Micro Devices Inc.’s growing series of Epyc server chips has been the talk of Wall Street in recent quarters, but that may switch to gross margins in this quarter’s earnings report.</span></p><p><blockquote><p class=\"t-img-caption\"><span>Advanced Micro Devices Inc.不断增长的Epyc服务器芯片系列最近几个季度一直是华尔街的热门话题，但在本季度的收益报告中，这可能会转向毛利率。</span></p></blockquote></p><p> Advanced Micro Devices Inc. is set to follow yet another rough earnings report from Intel Corp., and once again could show gains in an area that caused pain for its larger rival.</p><p><blockquote>超微设备公司（Advanced Micro Devices Inc.）将紧随英特尔公司（Intel Corp.）发布另一份粗略的收益报告，并可能再次在给其规模更大的竞争对手带来痛苦的领域显示收益。</blockquote></p><p> AMD&nbsp;is scheduled to report third-quarter earnings on Tuesday after the close of markets, after Intel&nbsp;reported an earnings beat Thursday that hardly mattered as revenue came in light. More important to analysts was Intel's forecast for declining margins over the next few years as its chief executive doubles down on new manufacturing capacity to try to retake its former glory as the undisputed chip leader.</p><p><blockquote>AMD定于周二收盘后公布第三季度收益，此前英特尔周四公布的收益超出预期，但随着收入的公布，这几乎无关紧要。对分析师来说，更重要的是英特尔预测未来几年利润率将下降，因为其首席执行官加倍投资新的制造能力，试图重新夺回其作为无可争议的芯片领导者的昔日荣耀。</blockquote></p><p> That led to downgrades on Friday and Intel's worst one-day performance since the chip leader said it was going to delay its next generation of chips, an announcement that had fired up even more investor support for AMD back then.</p><p><blockquote>这导致了周五的评级下调，以及英特尔自这家芯片领导者表示将推迟下一代芯片以来最糟糕的单日表现，这一声明当时引发了更多投资者对AMD的支持。</blockquote></p><p> Bernstein analyst Stacy Rasgon, who has a market perform rating on AMD and a $110 price target, said AMD will continue to benefit from Intel's transition, and called attention to an AMD metric that was one of enormous concern during Intel's call: Gross margins.</p><p><blockquote>Bernstein分析师Stacy Rasgon对AMD给予市场表现评级，目标价为110美元，她表示AMD将继续受益于英特尔的转型，并呼吁人们关注英特尔看涨期权期间备受关注的AMD指标之一：毛利率。</blockquote></p><p> \"We believe Street gross margin estimates appear unaggressive going forward (which is not something we have typically said for AMD), and the company is now (for the first time ever) starting to return cash,\" Rasgon said.</p><p><blockquote>拉斯贡表示：“我们认为，未来华尔街的毛利率预期似乎并不激进（这不是我们通常对AMD所说的），该公司现在（有史以来第一次）开始返还现金。”</blockquote></p><p> That underscores another show of how Intel and AMD are transitioning with respect to one another: Analysts on the Intel call were very concerned that Intel's margins were falling despite company assurances they would stay just above 50% for the next few years. Meanwhile, AMD gross margins have been rising, and are likely to break above 50%, if not in this earnings report, then sometime soon. Three months ago, AMD reported gross margins of 48%, up from 44% in the previous year.</p><p><blockquote>这再次凸显了英特尔和AMD如何相互转型：英特尔看涨期权上的分析师非常担心英特尔的利润率正在下降，尽管该公司保证未来几年利润率将保持在50%以上。与此同时，AMD的毛利率一直在上升，很可能会突破50%，如果不是在这份收益报告中，那么很快就会突破50%。三个月前，AMD公布的毛利率为48%，高于上一年的44%。</blockquote></p><p> While AMD is referred to as Intel's \"smaller rival,\" that gap has been steadily closing for a while now. At Friday's close, AMD had a market cap of $145.34 billion, or nearly 73% of Intel's $200.66 billion. Just this past summer, AMD's $111.5 billion valuation was a little more than half Intel's $219.5 billion cap.</p><p><blockquote>虽然AMD被称为英特尔的“较小竞争对手”，但这一差距已经稳步缩小了一段时间。截至周五收盘，AMD市值为1453.4亿美元，占英特尔2006.6亿美元市值的近73%。就在去年夏天，AMD 1115亿美元的估值略高于英特尔2195亿美元上限的一半。</blockquote></p><p> One other are to look at will be data-center sales, as finally swung to a gain in that important segment in the quarter. Over the past two quarters, Intel has posted significant year-over-year declines in the increasingly important category, while AMD has more than doubled its sales. That raises the question whether Intel clawed back some market share, or whether data-center sales were just generally better all around, which AMD's report could answer.</p><p><blockquote>另一个值得关注的是数据中心销售，该销售最终在本季度实现了增长。在过去的两个季度中，英特尔在这一日益重要的类别中的销售额同比大幅下降，而AMD的销售额则增长了一倍多。这就提出了一个问题：英特尔是否夺回了一些市场份额，或者数据中心的销售是否总体上更好，AMD的报告可以回答这个问题。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> <b>Earnings: </b>Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 66 cents a share, up from 41 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 72 cents a share.</p><p><blockquote><b>收益：</b>在FactSet调查的34名分析师中，AMD平均预计调整后每股收益为66美分，高于去年同期的每股41美分。Estimize是一个软件平台，众包对冲基金高管、券商、买方分析师和其他人对评级每股收益72美分的估计。</blockquote></p><p> <b>Revenue:</b> Of the 32 analysts polled by FactSet, AMD, on average, is expected to post revenue of $4.11 billion, up from the $2.8 billion reported in the year-ago quarter. AMD had forecast $4 billion to $4.2 billion. Estimize expects revenue of $4.22 billion.</p><p><blockquote><b>收入：</b>在FactSet调查的32名分析师中，AMD平均预计营收为41.1亿美元，高于去年同期的28亿美元。AMD此前预测为40亿至42亿美元。Estimize预计营收为42.2亿美元。</blockquote></p><p> <b>Stock movement:</b> While AMD earnings and sales have both topped Wall Street estimates over the past five quarterly reports, but shares only gained the next day twice, about three months ago and when the stock popped nearly 13% five quarters ago.</p><p><blockquote><b>股票变动：</b>尽管AMD在过去五份季度报告中的盈利和销售额均超出了华尔街的预期，但该股仅在第二天上涨了两次，分别是大约三个月前和五个季度前该股上涨了近13%。</blockquote></p><p> AMD shares rose 9.6% in the third quarter. In contrast, the PHLX Semiconductor Index declined 2.6%, the S&amp;P 500 index rose 0.2%, and the tech-heavy Nasdaq Composite Index declined 0.4%. On Friday, the day after Intel's report, AMD shares closed at a record high of $119.82.</p><p><blockquote>AMD股价第三季度上涨9.6%。相比之下，PHLX半导体指数下跌2.6%，标普500指数上涨0.2%，以科技股为主的纳斯达克综合指数下跌0.4%。周五，也就是英特尔发布报告的第二天，AMD股价收于119.82美元的历史新高。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> Cowen analyst Matthew Ramsay, who has an outperform rating and a $120 price target on AMD, said he's \"lookin' for more of the same.\"</p><p><blockquote>Cowen分析师马修·拉姆齐(Matthew Ramsay)对AMD给予跑赢大盘评级，目标价为120美元，他表示“正在寻找更多同样的结果”。</blockquote></p><p> \"We continue to monitor the PC market for signs of demand slowing or supply improving,\" Ramsay said. \"Near-term, we see resilient demand outside Chromebooks, but prefer a prudent/agnostic view on 2022 like AMD took on its last call.\"</p><p><blockquote>Ramsay表示：“我们将继续关注PC市场，寻找需求放缓或供应改善的迹象。”“短期内，我们看到Chromebook以外的需求具有弹性，但更倾向于对2022年采取谨慎/不可知论的观点，就像AMD在上一次看涨期权中采取的那样。”</blockquote></p><p> Earlier in the month, research firms released data showing that pandemic-fueled growth in PC shipments had slowed considerably as the world not only wrestles with a chip shortage but overall supply-chain issues.</p><p><blockquote>本月早些时候，研究公司发布的数据显示，疫情推动的个人电脑出货量增长已大幅放缓，因为世界不仅面临芯片短缺问题，还面临整体供应链问题。</blockquote></p><p></p><p> On data-center sales, Ramsay is even more optimistic estimating that segment will account for more than 25% of sales compared with less than 20% a year ago.</p><p><blockquote>在数据中心销售额方面，Ramsay更加乐观地估计该细分市场将占销售额的25%以上，而一年前这一比例还不到20%。</blockquote></p><p> \"We believe datacenter passing a quarter of AMD's business could draw investor attention,\" Ramsay said. \"We remind investors that the most important business for AMD remains datacenter, which we estimate doubled in 2020, with CEO Lisa Su noting she sees the business momentum accelerating in 2021.\"</p><p><blockquote>拉姆齐表示：“我们相信数据中心超过AMD四分之一的业务可能会引起投资者的关注。”“我们提醒投资者，AMD最重要的业务仍然是数据中心，我们估计该业务在2020年翻了一番，首席执行官Lisa Su指出，她预计2021年业务势头将加速。”</blockquote></p><p> Susquehanna Financial analyst Christopher Rolland, who has a positive rating and a $130 price target on AMD, said he expects another solid quarter driven by enterprise and server sales, but that \"given the slowing PC market, we do not expect mgmt to raise their FY top-line guidance as they have done in numerous updates over the last year.\"</p><p><blockquote>Susquehanna Financial分析师Christopher Rolland对AMD给予正面评级，目标价为130美元，他表示，他预计企业和服务器销售将推动另一个稳健的季度，但“鉴于PC市场放缓，我们预计管理层不会提高他们的财务业绩。”正如他们在去年的多次更新中所做的那样，顶线指导。”</blockquote></p><p> Still, Rolland expects AMD to report share gains from Intel in both desktop and laptop PCs as well as enterprise and gaming PCs.</p><p><blockquote>尽管如此，魅兰预计AMD在台式机和笔记本电脑以及企业级和游戏PC领域的份额将从英特尔增长。</blockquote></p><p> Of the 39 analysts who cover AMD, 23 have buy or overweight ratings, and 16 have hold ratings, with an average price target of $117.55.</p><p><blockquote>在关注AMD的39名分析师中，23名分析师给予买入或跑赢大盘评级，16名分析师给予持有评级，平均目标价为117.55美元。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD earnings look to again succeed where Intel disappointed<blockquote>AMD盈利有望在英特尔失望的地方再次取得成功</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD earnings look to again succeed where Intel disappointed<blockquote>AMD盈利有望在英特尔失望的地方再次取得成功</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-26 11:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink</p><p><blockquote>AMD盈利预览：在英特尔连续两个季度下滑后，分析师现在指出，由于英特尔的利润率预计将萎缩，AMD的利润率将不断增长</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30ec3c9220844c561016f0de86f86f52\" tg-width=\"699\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Advanced Micro Devices Inc.’s growing series of Epyc server chips has been the talk of Wall Street in recent quarters, but that may switch to gross margins in this quarter’s earnings report.</span></p><p><blockquote><p class=\"t-img-caption\"><span>Advanced Micro Devices Inc.不断增长的Epyc服务器芯片系列最近几个季度一直是华尔街的热门话题，但在本季度的收益报告中，这可能会转向毛利率。</span></p></blockquote></p><p> Advanced Micro Devices Inc. is set to follow yet another rough earnings report from Intel Corp., and once again could show gains in an area that caused pain for its larger rival.</p><p><blockquote>超微设备公司（Advanced Micro Devices Inc.）将紧随英特尔公司（Intel Corp.）发布另一份粗略的收益报告，并可能再次在给其规模更大的竞争对手带来痛苦的领域显示收益。</blockquote></p><p> AMD&nbsp;is scheduled to report third-quarter earnings on Tuesday after the close of markets, after Intel&nbsp;reported an earnings beat Thursday that hardly mattered as revenue came in light. More important to analysts was Intel's forecast for declining margins over the next few years as its chief executive doubles down on new manufacturing capacity to try to retake its former glory as the undisputed chip leader.</p><p><blockquote>AMD定于周二收盘后公布第三季度收益，此前英特尔周四公布的收益超出预期，但随着收入的公布，这几乎无关紧要。对分析师来说，更重要的是英特尔预测未来几年利润率将下降，因为其首席执行官加倍投资新的制造能力，试图重新夺回其作为无可争议的芯片领导者的昔日荣耀。</blockquote></p><p> That led to downgrades on Friday and Intel's worst one-day performance since the chip leader said it was going to delay its next generation of chips, an announcement that had fired up even more investor support for AMD back then.</p><p><blockquote>这导致了周五的评级下调，以及英特尔自这家芯片领导者表示将推迟下一代芯片以来最糟糕的单日表现，这一声明当时引发了更多投资者对AMD的支持。</blockquote></p><p> Bernstein analyst Stacy Rasgon, who has a market perform rating on AMD and a $110 price target, said AMD will continue to benefit from Intel's transition, and called attention to an AMD metric that was one of enormous concern during Intel's call: Gross margins.</p><p><blockquote>Bernstein分析师Stacy Rasgon对AMD给予市场表现评级，目标价为110美元，她表示AMD将继续受益于英特尔的转型，并呼吁人们关注英特尔看涨期权期间备受关注的AMD指标之一：毛利率。</blockquote></p><p> \"We believe Street gross margin estimates appear unaggressive going forward (which is not something we have typically said for AMD), and the company is now (for the first time ever) starting to return cash,\" Rasgon said.</p><p><blockquote>拉斯贡表示：“我们认为，未来华尔街的毛利率预期似乎并不激进（这不是我们通常对AMD所说的），该公司现在（有史以来第一次）开始返还现金。”</blockquote></p><p> That underscores another show of how Intel and AMD are transitioning with respect to one another: Analysts on the Intel call were very concerned that Intel's margins were falling despite company assurances they would stay just above 50% for the next few years. Meanwhile, AMD gross margins have been rising, and are likely to break above 50%, if not in this earnings report, then sometime soon. Three months ago, AMD reported gross margins of 48%, up from 44% in the previous year.</p><p><blockquote>这再次凸显了英特尔和AMD如何相互转型：英特尔看涨期权上的分析师非常担心英特尔的利润率正在下降，尽管该公司保证未来几年利润率将保持在50%以上。与此同时，AMD的毛利率一直在上升，很可能会突破50%，如果不是在这份收益报告中，那么很快就会突破50%。三个月前，AMD公布的毛利率为48%，高于上一年的44%。</blockquote></p><p> While AMD is referred to as Intel's \"smaller rival,\" that gap has been steadily closing for a while now. At Friday's close, AMD had a market cap of $145.34 billion, or nearly 73% of Intel's $200.66 billion. Just this past summer, AMD's $111.5 billion valuation was a little more than half Intel's $219.5 billion cap.</p><p><blockquote>虽然AMD被称为英特尔的“较小竞争对手”，但这一差距已经稳步缩小了一段时间。截至周五收盘，AMD市值为1453.4亿美元，占英特尔2006.6亿美元市值的近73%。就在去年夏天，AMD 1115亿美元的估值略高于英特尔2195亿美元上限的一半。</blockquote></p><p> One other are to look at will be data-center sales, as finally swung to a gain in that important segment in the quarter. Over the past two quarters, Intel has posted significant year-over-year declines in the increasingly important category, while AMD has more than doubled its sales. That raises the question whether Intel clawed back some market share, or whether data-center sales were just generally better all around, which AMD's report could answer.</p><p><blockquote>另一个值得关注的是数据中心销售，该销售最终在本季度实现了增长。在过去的两个季度中，英特尔在这一日益重要的类别中的销售额同比大幅下降，而AMD的销售额则增长了一倍多。这就提出了一个问题：英特尔是否夺回了一些市场份额，或者数据中心的销售是否总体上更好，AMD的报告可以回答这个问题。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> <b>Earnings: </b>Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 66 cents a share, up from 41 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 72 cents a share.</p><p><blockquote><b>收益：</b>在FactSet调查的34名分析师中，AMD平均预计调整后每股收益为66美分，高于去年同期的每股41美分。Estimize是一个软件平台，众包对冲基金高管、券商、买方分析师和其他人对评级每股收益72美分的估计。</blockquote></p><p> <b>Revenue:</b> Of the 32 analysts polled by FactSet, AMD, on average, is expected to post revenue of $4.11 billion, up from the $2.8 billion reported in the year-ago quarter. AMD had forecast $4 billion to $4.2 billion. Estimize expects revenue of $4.22 billion.</p><p><blockquote><b>收入：</b>在FactSet调查的32名分析师中，AMD平均预计营收为41.1亿美元，高于去年同期的28亿美元。AMD此前预测为40亿至42亿美元。Estimize预计营收为42.2亿美元。</blockquote></p><p> <b>Stock movement:</b> While AMD earnings and sales have both topped Wall Street estimates over the past five quarterly reports, but shares only gained the next day twice, about three months ago and when the stock popped nearly 13% five quarters ago.</p><p><blockquote><b>股票变动：</b>尽管AMD在过去五份季度报告中的盈利和销售额均超出了华尔街的预期，但该股仅在第二天上涨了两次，分别是大约三个月前和五个季度前该股上涨了近13%。</blockquote></p><p> AMD shares rose 9.6% in the third quarter. In contrast, the PHLX Semiconductor Index declined 2.6%, the S&amp;P 500 index rose 0.2%, and the tech-heavy Nasdaq Composite Index declined 0.4%. On Friday, the day after Intel's report, AMD shares closed at a record high of $119.82.</p><p><blockquote>AMD股价第三季度上涨9.6%。相比之下，PHLX半导体指数下跌2.6%，标普500指数上涨0.2%，以科技股为主的纳斯达克综合指数下跌0.4%。周五，也就是英特尔发布报告的第二天，AMD股价收于119.82美元的历史新高。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> Cowen analyst Matthew Ramsay, who has an outperform rating and a $120 price target on AMD, said he's \"lookin' for more of the same.\"</p><p><blockquote>Cowen分析师马修·拉姆齐(Matthew Ramsay)对AMD给予跑赢大盘评级，目标价为120美元，他表示“正在寻找更多同样的结果”。</blockquote></p><p> \"We continue to monitor the PC market for signs of demand slowing or supply improving,\" Ramsay said. \"Near-term, we see resilient demand outside Chromebooks, but prefer a prudent/agnostic view on 2022 like AMD took on its last call.\"</p><p><blockquote>Ramsay表示：“我们将继续关注PC市场，寻找需求放缓或供应改善的迹象。”“短期内，我们看到Chromebook以外的需求具有弹性，但更倾向于对2022年采取谨慎/不可知论的观点，就像AMD在上一次看涨期权中采取的那样。”</blockquote></p><p> Earlier in the month, research firms released data showing that pandemic-fueled growth in PC shipments had slowed considerably as the world not only wrestles with a chip shortage but overall supply-chain issues.</p><p><blockquote>本月早些时候，研究公司发布的数据显示，疫情推动的个人电脑出货量增长已大幅放缓，因为世界不仅面临芯片短缺问题，还面临整体供应链问题。</blockquote></p><p></p><p> On data-center sales, Ramsay is even more optimistic estimating that segment will account for more than 25% of sales compared with less than 20% a year ago.</p><p><blockquote>在数据中心销售额方面，Ramsay更加乐观地估计该细分市场将占销售额的25%以上，而一年前这一比例还不到20%。</blockquote></p><p> \"We believe datacenter passing a quarter of AMD's business could draw investor attention,\" Ramsay said. \"We remind investors that the most important business for AMD remains datacenter, which we estimate doubled in 2020, with CEO Lisa Su noting she sees the business momentum accelerating in 2021.\"</p><p><blockquote>拉姆齐表示：“我们相信数据中心超过AMD四分之一的业务可能会引起投资者的关注。”“我们提醒投资者，AMD最重要的业务仍然是数据中心，我们估计该业务在2020年翻了一番，首席执行官Lisa Su指出，她预计2021年业务势头将加速。”</blockquote></p><p> Susquehanna Financial analyst Christopher Rolland, who has a positive rating and a $130 price target on AMD, said he expects another solid quarter driven by enterprise and server sales, but that \"given the slowing PC market, we do not expect mgmt to raise their FY top-line guidance as they have done in numerous updates over the last year.\"</p><p><blockquote>Susquehanna Financial分析师Christopher Rolland对AMD给予正面评级，目标价为130美元，他表示，他预计企业和服务器销售将推动另一个稳健的季度，但“鉴于PC市场放缓，我们预计管理层不会提高他们的财务业绩。”正如他们在去年的多次更新中所做的那样，顶线指导。”</blockquote></p><p> Still, Rolland expects AMD to report share gains from Intel in both desktop and laptop PCs as well as enterprise and gaming PCs.</p><p><blockquote>尽管如此，魅兰预计AMD在台式机和笔记本电脑以及企业级和游戏PC领域的份额将从英特尔增长。</blockquote></p><p> Of the 39 analysts who cover AMD, 23 have buy or overweight ratings, and 16 have hold ratings, with an average price target of $117.55.</p><p><blockquote>在关注AMD的39名分析师中，23名分析师给予买入或跑赢大盘评级，16名分析师给予持有评级，平均目标价为117.55美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/amd-earnings-look-to-again-succeed-where-intel-disappointed-11634942264?mod=mw_quote_news\">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/amd-earnings-look-to-again-succeed-where-intel-disappointed-11634942264?mod=mw_quote_news","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177412181","content_text":"AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink\nAdvanced Micro Devices Inc.’s growing series of Epyc server chips has been the talk of Wall Street in recent quarters, but that may switch to gross margins in this quarter’s earnings report.\nAdvanced Micro Devices Inc. is set to follow yet another rough earnings report from Intel Corp., and once again could show gains in an area that caused pain for its larger rival.\nAMD is scheduled to report third-quarter earnings on Tuesday after the close of markets, after Intel reported an earnings beat Thursday that hardly mattered as revenue came in light. More important to analysts was Intel's forecast for declining margins over the next few years as its chief executive doubles down on new manufacturing capacity to try to retake its former glory as the undisputed chip leader.\nThat led to downgrades on Friday and Intel's worst one-day performance since the chip leader said it was going to delay its next generation of chips, an announcement that had fired up even more investor support for AMD back then.\nBernstein analyst Stacy Rasgon, who has a market perform rating on AMD and a $110 price target, said AMD will continue to benefit from Intel's transition, and called attention to an AMD metric that was one of enormous concern during Intel's call: Gross margins.\n\"We believe Street gross margin estimates appear unaggressive going forward (which is not something we have typically said for AMD), and the company is now (for the first time ever) starting to return cash,\" Rasgon said.\nThat underscores another show of how Intel and AMD are transitioning with respect to one another: Analysts on the Intel call were very concerned that Intel's margins were falling despite company assurances they would stay just above 50% for the next few years. Meanwhile, AMD gross margins have been rising, and are likely to break above 50%, if not in this earnings report, then sometime soon. Three months ago, AMD reported gross margins of 48%, up from 44% in the previous year.\nWhile AMD is referred to as Intel's \"smaller rival,\" that gap has been steadily closing for a while now. At Friday's close, AMD had a market cap of $145.34 billion, or nearly 73% of Intel's $200.66 billion. Just this past summer, AMD's $111.5 billion valuation was a little more than half Intel's $219.5 billion cap.\nOne other are to look at will be data-center sales, as finally swung to a gain in that important segment in the quarter. Over the past two quarters, Intel has posted significant year-over-year declines in the increasingly important category, while AMD has more than doubled its sales. That raises the question whether Intel clawed back some market share, or whether data-center sales were just generally better all around, which AMD's report could answer.\nWhat to expect\nEarnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 66 cents a share, up from 41 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 72 cents a share.\nRevenue: Of the 32 analysts polled by FactSet, AMD, on average, is expected to post revenue of $4.11 billion, up from the $2.8 billion reported in the year-ago quarter. AMD had forecast $4 billion to $4.2 billion. Estimize expects revenue of $4.22 billion.\nStock movement: While AMD earnings and sales have both topped Wall Street estimates over the past five quarterly reports, but shares only gained the next day twice, about three months ago and when the stock popped nearly 13% five quarters ago.\nAMD shares rose 9.6% in the third quarter. In contrast, the PHLX Semiconductor Index declined 2.6%, the S&P 500 index rose 0.2%, and the tech-heavy Nasdaq Composite Index declined 0.4%. On Friday, the day after Intel's report, AMD shares closed at a record high of $119.82.\nWhat analysts are saying\nCowen analyst Matthew Ramsay, who has an outperform rating and a $120 price target on AMD, said he's \"lookin' for more of the same.\"\n\"We continue to monitor the PC market for signs of demand slowing or supply improving,\" Ramsay said. \"Near-term, we see resilient demand outside Chromebooks, but prefer a prudent/agnostic view on 2022 like AMD took on its last call.\"\nEarlier in the month, research firms released data showing that pandemic-fueled growth in PC shipments had slowed considerably as the world not only wrestles with a chip shortage but overall supply-chain issues.\nOn data-center sales, Ramsay is even more optimistic estimating that segment will account for more than 25% of sales compared with less than 20% a year ago.\n\"We believe datacenter passing a quarter of AMD's business could draw investor attention,\" Ramsay said. \"We remind investors that the most important business for AMD remains datacenter, which we estimate doubled in 2020, with CEO Lisa Su noting she sees the business momentum accelerating in 2021.\"\nSusquehanna Financial analyst Christopher Rolland, who has a positive rating and a $130 price target on AMD, said he expects another solid quarter driven by enterprise and server sales, but that \"given the slowing PC market, we do not expect mgmt to raise their FY top-line guidance as they have done in numerous updates over the last year.\"\nStill, Rolland expects AMD to report share gains from Intel in both desktop and laptop PCs as well as enterprise and gaming PCs.\nOf the 39 analysts who cover AMD, 23 have buy or overweight ratings, and 16 have hold ratings, with an average price target of 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best!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850703293","repostId":"1199460731","repostType":4,"isVote":1,"tweetType":1,"viewCount":2841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820547036,"gmtCreate":1633408110682,"gmtModify":1633408110806,"author":{"id":"4088378716140630","authorId":"4088378716140630","name":"6fea9d41","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088378716140630","idStr":"4088378716140630"},"themes":[],"htmlText":"Yes!&nbsp;","listText":"Yes!&nbsp;","text":"Yes!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/820547036","repostId":"1190774495","repostType":4,"isVote":1,"tweetType":1,"viewCount":3028,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":869662408,"gmtCreate":1632281738804,"gmtModify":1632801509088,"author":{"id":"4088378716140630","authorId":"4088378716140630","name":"6fea9d41","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088378716140630","idStr":"4088378716140630"},"themes":[],"htmlText":"Looking forward!","listText":"Looking forward!","text":"Looking forward!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/869662408","repostId":"2169397156","repostType":4,"isVote":1,"tweetType":1,"viewCount":2319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869024277,"gmtCreate":1632230850299,"gmtModify":1632801928013,"author":{"id":"4088378716140630","authorId":"4088378716140630","name":"6fea9d41","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088378716140630","idStr":"4088378716140630"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06862\">$HAIDILAO(06862)$</a>hmmm","listText":"<a 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[难过]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/881662929","repostId":"2166372458","repostType":2,"isVote":1,"tweetType":1,"viewCount":2058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":883627663,"gmtCreate":1631239113552,"gmtModify":1631889002975,"author":{"id":"4088378716140630","authorId":"4088378716140630","name":"6fea9d41","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088378716140630","idStr":"4088378716140630"},"themes":[],"htmlText":"Apple FTW!!!&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"Apple FTW!!!&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"Apple FTW!!! [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/883627663","repostId":"1149929309","repostType":2,"isVote":1,"tweetType":1,"viewCount":2649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":889227759,"gmtCreate":1631152714871,"gmtModify":1631889002988,"author":{"id":"4088378716140630","authorId":"4088378716140630","name":"6fea9d41","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088378716140630","idStr":"4088378716140630"},"themes":[],"htmlText":"[得意]&nbsp;[得意]&nbsp;[得意]&nbsp;","listText":"[得意]&nbsp;[得意]&nbsp;[得意]&nbsp;","text":"[得意] [得意] [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/889227759","repostId":"1137387742","repostType":2,"isVote":1,"tweetType":1,"viewCount":3439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":812352615,"gmtCreate":1630555920637,"gmtModify":1631889003001,"author":{"id":"4088378716140630","authorId":"4088378716140630","name":"6fea9d41","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088378716140630","idStr":"4088378716140630"},"themes":[],"htmlText":"[得意]&nbsp;[得意]&nbsp;","listText":"[得意]&nbsp;[得意]&nbsp;","text":"[得意] [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/812352615","repostId":"1105808841","repostType":4,"repost":{"id":"1105808841","kind":"news","pubTimestamp":1630547089,"share":"https://www.laohu8.com/m/news/1105808841?lang=zh_CN&edition=full","pubTime":"2021-09-02 09:44","market":"hk","language":"en","title":"Hong Kong: Shares extend gains at open<blockquote>香港：股市开盘延续涨势</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1105808841","media":"AFP","summary":"[HONG KONG] Hong Kong stocks began with another advance on Thursday morning as investors bide their ","content":"<p>[HONG KONG] Hong Kong stocks began with another advance on Thursday morning as investors bide their time ahead of the release of key US jobs data at the end of the week.</p><p><blockquote>【香港】香港股市周四早盘再次上涨，投资者在周末美国关键就业数据公布前等待时机。</blockquote></p><p> The Hang Seng Index rose 0.67 per cent or 175.23 points to 26,203.52.</p><p><blockquote>恒生指数上涨0.67%，即175.23点，至26,203.52点。</blockquote></p><p> The Shanghai Composite dipped 0.20 per cent or 7.20 points to 3,559.90, while the Shenzhen Composite Index on China's second exchange fell 0.22 per cent or 5.32 points to 2,412.57.</p><p><blockquote>上证综指下跌0.20%或7.20点，至3559.90点；中国第二交易所深圳综合指数下跌0.22%或5.32点，至2412.57点。</blockquote></p><p></p>","source":"lsy1605843958005","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>Hong Kong: Shares extend gains at open<blockquote>香港：股市开盘延续涨势</blockquote></title>\n<style 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#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\">\nHong Kong: Shares extend gains at open<blockquote>香港：股市开盘延续涨势</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">AFP</strong><span class=\"h-time small\">2021-09-02 09:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>[HONG KONG] Hong Kong stocks began with another advance on Thursday morning as investors bide their time ahead of the release of key US jobs data at the end of the week.</p><p><blockquote>【香港】香港股市周四早盘再次上涨，投资者在周末美国关键就业数据公布前等待时机。</blockquote></p><p> The Hang Seng Index rose 0.67 per cent or 175.23 points to 26,203.52.</p><p><blockquote>恒生指数上涨0.67%，即175.23点，至26,203.52点。</blockquote></p><p> The Shanghai Composite dipped 0.20 per cent or 7.20 points to 3,559.90, while the Shenzhen Composite Index on China's second exchange fell 0.22 per cent or 5.32 points to 2,412.57.</p><p><blockquote>上证综指下跌0.20%或7.20点，至3559.90点；中国第二交易所深圳综合指数下跌0.22%或5.32点，至2412.57点。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.businesstimes.com.sg/stocks/hong-kong-shares-extend-gains-at-open-3\">AFP</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":{"HSI":"恒生指数"},"source_url":"https://www.businesstimes.com.sg/stocks/hong-kong-shares-extend-gains-at-open-3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105808841","content_text":"[HONG KONG] Hong Kong stocks began with another advance on Thursday morning as investors bide their time ahead of the release of key US jobs data at the end of the week.\nThe Hang Seng Index rose 0.67 per cent or 175.23 points to 26,203.52.\nThe Shanghai Composite dipped 0.20 per cent or 7.20 points to 3,559.90, while the Shenzhen Composite Index on China's second exchange fell 0.22 per cent or 5.32 points to 2,412.57.","news_type":1,"symbols_score_info":{"HSI":0.9}},"isVote":1,"tweetType":1,"viewCount":1005,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":813966652,"gmtCreate":1630122376676,"gmtModify":1704956291072,"author":{"id":"4088378716140630","authorId":"4088378716140630","name":"6fea9d41","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088378716140630","idStr":"4088378716140630"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813966652","repostId":"2162733980","repostType":4,"isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":891702258,"gmtCreate":1628422682674,"gmtModify":1631889003028,"author":{"id":"4088378716140630","authorId":"4088378716140630","name":"6fea9d41","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088378716140630","idStr":"4088378716140630"},"themes":[],"htmlText":"Not sure what if the regulators will decide the last minute to stop this.&nbsp;","listText":"Not sure what if the regulators will decide the last minute to stop this.&nbsp;","text":"Not sure what if the regulators will decide the last minute to stop this.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/891702258","repostId":"2157490509","repostType":4,"isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891015918,"gmtCreate":1628306908734,"gmtModify":1631889003039,"author":{"id":"4088378716140630","authorId":"4088378716140630","name":"6fea9d41","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088378716140630","idStr":"4088378716140630"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/891015918","repostId":"2157649395","repostType":4,"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804278550,"gmtCreate":1627961173470,"gmtModify":1631889003056,"author":{"id":"4088378716140630","authorId":"4088378716140630","name":"6fea9d41","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088378716140630","idStr":"4088378716140630"},"themes":[],"htmlText":"We have to accept that COVID willl become endemic","listText":"We have to accept that COVID willl become endemic","text":"We have to accept that COVID willl become endemic","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804278550","repostId":"1134094306","repostType":4,"repost":{"id":"1134094306","kind":"news","pubTimestamp":1627958426,"share":"https://www.laohu8.com/m/news/1134094306?lang=zh_CN&edition=full","pubTime":"2021-08-03 10:40","market":"us","language":"en","title":"Why the Stock Market Doesn’t Seem to Care About the Latest Surge in Covid Cases<blockquote>为什么股市似乎并不关心最新的新冠病例激增</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134094306","media":"Barrons","summary":"The stock market shrugged off rising Covid-19 infections due to the Delta variant Monday. And that m","content":"<p>The stock market shrugged off rising Covid-19 infections due to the Delta variant Monday. And that makes sense: Despite Covid issues, investors are feeling a little better about the outlook for corporate earnings and the U.S. economy in the second half of 2021.</p><p><blockquote>由于周一的德尔塔变异毒株，股市对Covid-19感染人数上升不屑一顾。这是有道理的：尽管存在新冠疫情问题，但投资者对2021年下半年企业盈利和美国经济前景的感觉有所好转。</blockquote></p><p> Judging by the headlines, the Delta variant of the Covid-19 virus is poised to derail the second half of 2021. Cases are soaring once again, and concerns about breakthrough cases are making headlines everywhere—a study of cases in the county containing Cape Cod showed&nbsp;that&nbsp;74% were in people who’d been vaccinated—as states reconsider their masking and&nbsp;back-to-school policies.</p><p><blockquote>从头条新闻来看，Covid-19病毒的德尔塔变异毒株将在2021年下半年脱轨。病例再次飙升，对突破性病例的担忧成为各地的头条新闻——一项对科德角县病例的研究显示，74%的病例是接种过疫苗的人——因为各州正在重新考虑他们的口罩和返校政策。</blockquote></p><p> But the market might have already responded to the fears: OnJuly 19, the&nbsp;Dow Jones Industrial Average&nbsp;dropped 2.1%, its worst day since October, while the&nbsp;S&amp;P 500&nbsp;dropped 1.6%.</p><p><blockquote>但市场可能已经对这种担忧做出了反应：7月19日，道琼斯工业平均指数下跌2.1%，为10月份以来最糟糕的一天，而标准普尔500指数下跌1.6%。</blockquote></p><p> Back then, the seven-day average of new cases in the U.S. sat at about 35,000, up almost 50% over the seven-day average from a week before. Worldwide, the seven-day average on July 19 was about 521,000 new cases, up 17% from the prior week.</p><p><blockquote>当时，美国7天平均新增病例约为35,000例，比一周前的7天平均病例增加了近50%。在全球范围内，7月19日的七天平均新增病例约为521,000例，比前一周增加17%。</blockquote></p><p> But the market recovered even as infection rates got worse. The S&amp;P 500 hit a new 52-week high on July 29, despite no abatement in Covid-19 data, but slipped 0.2% on Monday. TheDow Jones Industrial Average&nbsp;declined 0.3%, while the&nbsp;Nasdaq Composite&nbsp;rose 0.1%.</p><p><blockquote>但即使感染率恶化，市场还是复苏了。尽管Covid-19数据没有减弱，但标普500于7月29日创下52周新高，但周一下跌0.2%。道琼斯工业平均指数下跌0.3%，纳斯达克综合指数上涨0.1%。</blockquote></p><p> Coming into Monday, the seven-day average of new Covid cases in America is about 80,000 now, up 129% since the seven-day period ending July 19. S&amp;P 500 and Dow Jones Industrial Average futures, however, are up about 0.5% and 0.4%, respectively. The takeaway: Investors don’t seem to care about Covid anymore.</p><p><blockquote>进入周一，美国7天平均新增Covid病例约为8万例，自7月19日结束的7天以来增长了129%。然而，标普500和道琼斯工业平均指数期货分别上涨约0.5%和0.4%。要点：投资者似乎不再关心新冠疫情。</blockquote></p><p> That might seem strange but makes some sense. First, investors might be viewing the recent surge as a U.S.-only problem. The worldwide seven-day average of new Covid cases is about 596,000, up 15% from the seven-day period ending July 19. That’s a better comparison than the up 129% figure for the U.S. And excluding American figures, the worldwide seven-day average is about 517,000 a day, up 6% from the level on July 19.</p><p><blockquote>这可能看起来很奇怪，但有些道理。首先，投资者可能将最近的飙升视为美国独有的问题。全球七天平均新增Covid病例约为596,000例，比截至7月19日的七天增加了15%。这比美国129%的增长数字更好。如果不包括美国的数据，全球7天平均人数约为每天517,000人，比7月19日的水平增长6%。</blockquote></p><p> Investors might also be more optimistic because widespread lockdowns don’t look likely. Even if indoor masking comes back for fully vaccinated people, Dr. Anthony Fauci said&nbsp;over the weekend&nbsp;he did not think the U.S. would lockdown again.</p><p><blockquote>投资者也可能更加乐观，因为大范围的封锁看起来不太可能。安东尼·福奇博士周末表示，即使完全接种疫苗的人恢复室内口罩，他也不认为美国会再次封锁。</blockquote></p><p> And Thomas Lee of FundStrat pointed out in a Monday email to clients that new hospitalization rates are slowing. That’s another positive that investors can point to.</p><p><blockquote>FundStrat的Thomas Lee在周一给客户的电子邮件中指出，新增住院率正在放缓。这是投资者可以指出的另一个积极因素。</blockquote></p><p> Whether it stays that way remains to be seen.</p><p><blockquote>它是否会保持这种状态还有待观察。</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>Why the Stock Market Doesn’t Seem to Care About the Latest Surge in Covid Cases<blockquote>为什么股市似乎并不关心最新的新冠病例激增</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy the Stock Market Doesn’t Seem to Care About the Latest Surge in Covid Cases<blockquote>为什么股市似乎并不关心最新的新冠病例激增</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-03 10:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The stock market shrugged off rising Covid-19 infections due to the Delta variant Monday. And that makes sense: Despite Covid issues, investors are feeling a little better about the outlook for corporate earnings and the U.S. economy in the second half of 2021.</p><p><blockquote>由于周一的德尔塔变异毒株，股市对Covid-19感染人数上升不屑一顾。这是有道理的：尽管存在新冠疫情问题，但投资者对2021年下半年企业盈利和美国经济前景的感觉有所好转。</blockquote></p><p> Judging by the headlines, the Delta variant of the Covid-19 virus is poised to derail the second half of 2021. Cases are soaring once again, and concerns about breakthrough cases are making headlines everywhere—a study of cases in the county containing Cape Cod showed&nbsp;that&nbsp;74% were in people who’d been vaccinated—as states reconsider their masking and&nbsp;back-to-school policies.</p><p><blockquote>从头条新闻来看，Covid-19病毒的德尔塔变异毒株将在2021年下半年脱轨。病例再次飙升，对突破性病例的担忧成为各地的头条新闻——一项对科德角县病例的研究显示，74%的病例是接种过疫苗的人——因为各州正在重新考虑他们的口罩和返校政策。</blockquote></p><p> But the market might have already responded to the fears: OnJuly 19, the&nbsp;Dow Jones Industrial Average&nbsp;dropped 2.1%, its worst day since October, while the&nbsp;S&amp;P 500&nbsp;dropped 1.6%.</p><p><blockquote>但市场可能已经对这种担忧做出了反应：7月19日，道琼斯工业平均指数下跌2.1%，为10月份以来最糟糕的一天，而标准普尔500指数下跌1.6%。</blockquote></p><p> Back then, the seven-day average of new cases in the U.S. sat at about 35,000, up almost 50% over the seven-day average from a week before. Worldwide, the seven-day average on July 19 was about 521,000 new cases, up 17% from the prior week.</p><p><blockquote>当时，美国7天平均新增病例约为35,000例，比一周前的7天平均病例增加了近50%。在全球范围内，7月19日的七天平均新增病例约为521,000例，比前一周增加17%。</blockquote></p><p> But the market recovered even as infection rates got worse. The S&amp;P 500 hit a new 52-week high on July 29, despite no abatement in Covid-19 data, but slipped 0.2% on Monday. TheDow Jones Industrial Average&nbsp;declined 0.3%, while the&nbsp;Nasdaq Composite&nbsp;rose 0.1%.</p><p><blockquote>但即使感染率恶化，市场还是复苏了。尽管Covid-19数据没有减弱，但标普500于7月29日创下52周新高，但周一下跌0.2%。道琼斯工业平均指数下跌0.3%，纳斯达克综合指数上涨0.1%。</blockquote></p><p> Coming into Monday, the seven-day average of new Covid cases in America is about 80,000 now, up 129% since the seven-day period ending July 19. S&amp;P 500 and Dow Jones Industrial Average futures, however, are up about 0.5% and 0.4%, respectively. The takeaway: Investors don’t seem to care about Covid anymore.</p><p><blockquote>进入周一，美国7天平均新增Covid病例约为8万例，自7月19日结束的7天以来增长了129%。然而，标普500和道琼斯工业平均指数期货分别上涨约0.5%和0.4%。要点：投资者似乎不再关心新冠疫情。</blockquote></p><p> That might seem strange but makes some sense. First, investors might be viewing the recent surge as a U.S.-only problem. The worldwide seven-day average of new Covid cases is about 596,000, up 15% from the seven-day period ending July 19. That’s a better comparison than the up 129% figure for the U.S. And excluding American figures, the worldwide seven-day average is about 517,000 a day, up 6% from the level on July 19.</p><p><blockquote>这可能看起来很奇怪，但有些道理。首先，投资者可能将最近的飙升视为美国独有的问题。全球七天平均新增Covid病例约为596,000例，比截至7月19日的七天增加了15%。这比美国129%的增长数字更好。如果不包括美国的数据，全球7天平均人数约为每天517,000人，比7月19日的水平增长6%。</blockquote></p><p> Investors might also be more optimistic because widespread lockdowns don’t look likely. Even if indoor masking comes back for fully vaccinated people, Dr. Anthony Fauci said&nbsp;over the weekend&nbsp;he did not think the U.S. would lockdown again.</p><p><blockquote>投资者也可能更加乐观，因为大范围的封锁看起来不太可能。安东尼·福奇博士周末表示，即使完全接种疫苗的人恢复室内口罩，他也不认为美国会再次封锁。</blockquote></p><p> And Thomas Lee of FundStrat pointed out in a Monday email to clients that new hospitalization rates are slowing. That’s another positive that investors can point to.</p><p><blockquote>FundStrat的Thomas Lee在周一给客户的电子邮件中指出，新增住院率正在放缓。这是投资者可以指出的另一个积极因素。</blockquote></p><p> Whether it stays that way remains to be seen.</p><p><blockquote>它是否会保持这种状态还有待观察。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/delta-variant-covid-stock-market-51627907555?mod=hp_LEAD_1\">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":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/delta-variant-covid-stock-market-51627907555?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134094306","content_text":"The stock market shrugged off rising Covid-19 infections due to the Delta variant Monday. And that makes sense: Despite Covid issues, investors are feeling a little better about the outlook for corporate earnings and the U.S. economy in the second half of 2021.\nJudging by the headlines, the Delta variant of the Covid-19 virus is poised to derail the second half of 2021. Cases are soaring once again, and concerns about breakthrough cases are making headlines everywhere—a study of cases in the county containing Cape Cod showed that 74% were in people who’d been vaccinated—as states reconsider their masking and back-to-school policies.\nBut the market might have already responded to the fears: OnJuly 19, the Dow Jones Industrial Average dropped 2.1%, its worst day since October, while the S&P 500 dropped 1.6%.\nBack then, the seven-day average of new cases in the U.S. sat at about 35,000, up almost 50% over the seven-day average from a week before. Worldwide, the seven-day average on July 19 was about 521,000 new cases, up 17% from the prior week.\nBut the market recovered even as infection rates got worse. The S&P 500 hit a new 52-week high on July 29, despite no abatement in Covid-19 data, but slipped 0.2% on Monday. TheDow Jones Industrial Average declined 0.3%, while the Nasdaq Composite rose 0.1%.\nComing into Monday, the seven-day average of new Covid cases in America is about 80,000 now, up 129% since the seven-day period ending July 19. S&P 500 and Dow Jones Industrial Average futures, however, are up about 0.5% and 0.4%, respectively. The takeaway: Investors don’t seem to care about Covid anymore.\nThat might seem strange but makes some sense. First, investors might be viewing the recent surge as a U.S.-only problem. The worldwide seven-day average of new Covid cases is about 596,000, up 15% from the seven-day period ending July 19. That’s a better comparison than the up 129% figure for the U.S. And excluding American figures, the worldwide seven-day average is about 517,000 a day, up 6% from the level on July 19.\nInvestors might also be more optimistic because widespread lockdowns don’t look likely. Even if indoor masking comes back for fully vaccinated people, Dr. Anthony Fauci said over the weekend he did not think the U.S. would lockdown again.\nAnd Thomas Lee of FundStrat pointed out in a Monday email to clients that new hospitalization rates are slowing. That’s another positive that investors can point to.\nWhether it stays that way remains to be seen.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804271136,"gmtCreate":1627961070325,"gmtModify":1631889003068,"author":{"id":"4088378716140630","authorId":"4088378716140630","name":"6fea9d41","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088378716140630","idStr":"4088378716140630"},"themes":[],"htmlText":"[眼眼]&nbsp;","listText":"[眼眼]&nbsp;","text":"[眼眼]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804271136","repostId":"1121927855","repostType":4,"isVote":1,"tweetType":1,"viewCount":771,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":809632397,"gmtCreate":1627364262919,"gmtModify":1631889003083,"author":{"id":"4088378716140630","authorId":"4088378716140630","name":"6fea9d41","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088378716140630","idStr":"4088378716140630"},"themes":[],"htmlText":"[汗颜]&nbsp;","listText":"[汗颜]&nbsp;","text":"[汗颜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809632397","repostId":"1109472394","repostType":4,"isVote":1,"tweetType":1,"viewCount":856,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":178796376,"gmtCreate":1626835734995,"gmtModify":1631892332050,"author":{"id":"4088378716140630","authorId":"4088378716140630","name":"6fea9d41","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088378716140630","idStr":"4088378716140630"},"themes":[],"htmlText":"Look forward to see what are the games...&nbsp;","listText":"Look forward to see what are the games...&nbsp;","text":"Look forward to see what are the games...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/178796376","repostId":"1102026643","repostType":4,"repost":{"id":"1102026643","kind":"news","pubTimestamp":1626822943,"share":"https://www.laohu8.com/m/news/1102026643?lang=zh_CN&edition=full","pubTime":"2021-07-21 07:15","market":"us","language":"en","title":"Netflix details video game push as it forecasts weak growth<blockquote>Netflix预测增长疲软，详细介绍了视频游戏推广</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1102026643","media":"Reuters","summary":"(Reuters) -Netflix Inc said it would make a deeper dive into video games as the movie and TV streami","content":"<p>(Reuters) -Netflix Inc said it would make a deeper dive into video games as the movie and TV streaming service projected weak subscriber growth amid growing competition and the lifting of pandemic restrictions that had kept people at home.</p><p><blockquote>（路透社）-Netflix公司表示，将更深入地进军视频游戏领域，因为该电影和电视流媒体服务预计，由于竞争日益激烈以及导致人们呆在家里的大流行限制的取消，用户增长疲软。</blockquote></p><p> The company’s shares&nbsp;once&nbsp;fell&nbsp;6%&nbsp;and&nbsp;finally hovered about even at $531.10 in after-hours trading on Tuesday.</p><p><blockquote>该公司股价一度下跌6%，最终在周二盘后交易中徘徊在531.10美元左右。</blockquote></p><p> Earnings for April through June came in at $2.97 per share, below the average forecast of $3.16, according to analysts surveyed by Refinitiv.</p><p><blockquote>根据Refinitiv调查的分析师的数据，4月至6月的每股收益为2.97美元，低于平均预期的3.16美元。</blockquote></p><p> Netflix is weathering a sharp slowdown in new customers after a boom in 2020 fueled by stay-at-home orders to curb the COVID-19 pandemic. In the United States and Canada, Netflix reported a decline of about 430,000 subscribers in the second quarter.</p><p><blockquote>Netflix在2020年因遏制COVID-19大流行的居家命令而蓬勃发展后，新客户数量急剧放缓。在美国和加拿大，Netflix报告第二季度订阅用户减少了约43万。</blockquote></p><p> The streaming video pioneer said it was in the early stages of expanding its video game offerings, which would be available to subscribers at no extra charge. The company will initially focus primarily on mobile games.</p><p><blockquote>这家流媒体视频先驱表示，它正处于扩大其视频游戏产品的早期阶段，用户可以免费使用这些产品。该公司最初将主要专注于手机游戏。</blockquote></p><p> “We view gaming as another new content category for us, similar to our expansion into original films, animation and unscripted TV,” the company said in its quarterly letter to shareholders.</p><p><blockquote>该公司在致股东的季度信中表示：“我们将游戏视为我们的另一个新内容类别，类似于我们向原创电影、动画和无脚本电视的扩张。”</blockquote></p><p> Netflix has dabbled in video games with a few titles linked to hits including “Stranger Things” and “The Dark Crystal: Age of Resistance.”</p><p><blockquote>Netflix涉足电子游戏，其中一些游戏与热门游戏相关，包括《怪奇物语》和《黑暗水晶：抵抗时代》。</blockquote></p><p> Some analysts have said the company that dominates streaming video needs to find new ways to jump-start subscriptions after years of rapid expansion. According to eMarketer, Netflix’s share of U.S. revenue from subscription streaming video will shrink to 30.8% by the end of 2021, from nearly 50% in 2018.</p><p><blockquote>一些分析师表示，经过多年的快速扩张，这家主导流媒体视频的公司需要找到新的方法来启动订阅。根据eMarketer的数据，到2021年底，Netflix在美国订阅流媒体视频收入中的份额将从2018年的近50%缩减至30.8%。</blockquote></p><p> “Netflix delivered another underwhelming quarter as competition in the streaming space heats up,” said Investing.com senior analyst Jesse Cohen. “The absence of any new looming growth catalysts has been one of the main reasons for Netflix’s relatively mild performance this year.”</p><p><blockquote>随着流媒体领域竞争的加剧，Netflix, Inc.又一个令人印象深刻的季度业绩。”Investing.com高级分析师Jesse Cohen表示。“缺乏任何新的迫在眉睫的增长催化剂是Netflix今年表现相对温和的主要原因之一。”</blockquote></p><p> The company projected it would add 3.5 million customers from July through September. Wall Street had expected a forecast of 5.5 million.</p><p><blockquote>该公司预计从7月到9月将增加350万客户。华尔街此前预计为550万。</blockquote></p><p> For the just-ended quarter, Netflix added 1.54 million customers, beating analyst projections of 1.04 million. Total subscribers numbered 209 million at the end of June.</p><p><blockquote>在刚刚结束的季度，Netflix增加了154万客户，超出了分析师预期的104万。截至6月底，用户总数为2.09亿。</blockquote></p><p> A year ago, Netflix picked up 10.1 million subscribers in the second quarter.</p><p><blockquote>一年前，Netflix第二季度订阅用户数量为1010万。</blockquote></p><p> This year, Netflix felt the impact of COVID-19 on TV production, which left the company with a small menu of new titles. At the same time, Walt Disney Co’s Disney+, AT&amp;T Inc’s HBO Max and other services attracted customers, and summer blockbusters returned to movie theaters.</p><p><blockquote>今年，Netflix感受到了COVID-19对电视制作的影响，这给该公司留下了一个很小的新游戏菜单。与此同时，华特迪士尼公司的Disney+、美国电话电报公司公司的HBO Max等服务吸引了顾客，暑期大片重返电影院。</blockquote></p><p> The easing of pandemic safety measures also lured people out of their homes and away from their televisions.</p><p><blockquote>疫情安全措施的放松也吸引了人们走出家门，远离电视。</blockquote></p><p> Netflix promises a heavier lineup in the second half of 2021, including new seasons of “You,” “Money Heist” and “The Witcher.”</p><p><blockquote>Netflix承诺在2021年下半年将推出更强大的阵容，包括新一季的《你》、《金钱大劫案》和《巫师》。</blockquote></p><p> If its subscriber forecast pans out, Netflix will have added more than 54 million subscribers over the past two years, a pace consistent with its annual additions before the COVID-19 pandemic, the company said.</p><p><blockquote>该公司表示，如果其用户预测成真，Netflix将在过去两年中增加超过5400万用户，这一速度与COVID-19大流行之前的年度新增用户数量一致。</blockquote></p><p> It also noted that streaming television still accounts for a small portion of overall viewing time and that its service is less mature outside the United States.</p><p><blockquote>它还指出，流媒体电视仍然占总观看时间的一小部分，而且其服务在美国以外还不太成熟。</blockquote></p><p> “We are confident that we have a long runway for growth,” Netflix said in its investor letter.</p><p><blockquote>Netflix, Inc.在投资者信中表示：“我们相信我们的增长道路很长。”</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix details video game push as it forecasts weak growth<blockquote>Netflix预测增长疲软，详细介绍了视频游戏推广</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix details video game push as it forecasts weak growth<blockquote>Netflix预测增长疲软，详细介绍了视频游戏推广</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-07-21 07:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) -Netflix Inc said it would make a deeper dive into video games as the movie and TV streaming service projected weak subscriber growth amid growing competition and the lifting of pandemic restrictions that had kept people at home.</p><p><blockquote>（路透社）-Netflix公司表示，将更深入地进军视频游戏领域，因为该电影和电视流媒体服务预计，由于竞争日益激烈以及导致人们呆在家里的大流行限制的取消，用户增长疲软。</blockquote></p><p> The company’s shares&nbsp;once&nbsp;fell&nbsp;6%&nbsp;and&nbsp;finally hovered about even at $531.10 in after-hours trading on Tuesday.</p><p><blockquote>该公司股价一度下跌6%，最终在周二盘后交易中徘徊在531.10美元左右。</blockquote></p><p> Earnings for April through June came in at $2.97 per share, below the average forecast of $3.16, according to analysts surveyed by Refinitiv.</p><p><blockquote>根据Refinitiv调查的分析师的数据，4月至6月的每股收益为2.97美元，低于平均预期的3.16美元。</blockquote></p><p> Netflix is weathering a sharp slowdown in new customers after a boom in 2020 fueled by stay-at-home orders to curb the COVID-19 pandemic. In the United States and Canada, Netflix reported a decline of about 430,000 subscribers in the second quarter.</p><p><blockquote>Netflix在2020年因遏制COVID-19大流行的居家命令而蓬勃发展后，新客户数量急剧放缓。在美国和加拿大，Netflix报告第二季度订阅用户减少了约43万。</blockquote></p><p> The streaming video pioneer said it was in the early stages of expanding its video game offerings, which would be available to subscribers at no extra charge. The company will initially focus primarily on mobile games.</p><p><blockquote>这家流媒体视频先驱表示，它正处于扩大其视频游戏产品的早期阶段，用户可以免费使用这些产品。该公司最初将主要专注于手机游戏。</blockquote></p><p> “We view gaming as another new content category for us, similar to our expansion into original films, animation and unscripted TV,” the company said in its quarterly letter to shareholders.</p><p><blockquote>该公司在致股东的季度信中表示：“我们将游戏视为我们的另一个新内容类别，类似于我们向原创电影、动画和无脚本电视的扩张。”</blockquote></p><p> Netflix has dabbled in video games with a few titles linked to hits including “Stranger Things” and “The Dark Crystal: Age of Resistance.”</p><p><blockquote>Netflix涉足电子游戏，其中一些游戏与热门游戏相关，包括《怪奇物语》和《黑暗水晶：抵抗时代》。</blockquote></p><p> Some analysts have said the company that dominates streaming video needs to find new ways to jump-start subscriptions after years of rapid expansion. According to eMarketer, Netflix’s share of U.S. revenue from subscription streaming video will shrink to 30.8% by the end of 2021, from nearly 50% in 2018.</p><p><blockquote>一些分析师表示，经过多年的快速扩张，这家主导流媒体视频的公司需要找到新的方法来启动订阅。根据eMarketer的数据，到2021年底，Netflix在美国订阅流媒体视频收入中的份额将从2018年的近50%缩减至30.8%。</blockquote></p><p> “Netflix delivered another underwhelming quarter as competition in the streaming space heats up,” said Investing.com senior analyst Jesse Cohen. “The absence of any new looming growth catalysts has been one of the main reasons for Netflix’s relatively mild performance this year.”</p><p><blockquote>随着流媒体领域竞争的加剧，Netflix, Inc.又一个令人印象深刻的季度业绩。”Investing.com高级分析师Jesse Cohen表示。“缺乏任何新的迫在眉睫的增长催化剂是Netflix今年表现相对温和的主要原因之一。”</blockquote></p><p> The company projected it would add 3.5 million customers from July through September. Wall Street had expected a forecast of 5.5 million.</p><p><blockquote>该公司预计从7月到9月将增加350万客户。华尔街此前预计为550万。</blockquote></p><p> For the just-ended quarter, Netflix added 1.54 million customers, beating analyst projections of 1.04 million. Total subscribers numbered 209 million at the end of June.</p><p><blockquote>在刚刚结束的季度，Netflix增加了154万客户，超出了分析师预期的104万。截至6月底，用户总数为2.09亿。</blockquote></p><p> A year ago, Netflix picked up 10.1 million subscribers in the second quarter.</p><p><blockquote>一年前，Netflix第二季度订阅用户数量为1010万。</blockquote></p><p> This year, Netflix felt the impact of COVID-19 on TV production, which left the company with a small menu of new titles. At the same time, Walt Disney Co’s Disney+, AT&amp;T Inc’s HBO Max and other services attracted customers, and summer blockbusters returned to movie theaters.</p><p><blockquote>今年，Netflix感受到了COVID-19对电视制作的影响，这给该公司留下了一个很小的新游戏菜单。与此同时，华特迪士尼公司的Disney+、美国电话电报公司公司的HBO Max等服务吸引了顾客，暑期大片重返电影院。</blockquote></p><p> The easing of pandemic safety measures also lured people out of their homes and away from their televisions.</p><p><blockquote>疫情安全措施的放松也吸引了人们走出家门，远离电视。</blockquote></p><p> Netflix promises a heavier lineup in the second half of 2021, including new seasons of “You,” “Money Heist” and “The Witcher.”</p><p><blockquote>Netflix承诺在2021年下半年将推出更强大的阵容，包括新一季的《你》、《金钱大劫案》和《巫师》。</blockquote></p><p> If its subscriber forecast pans out, Netflix will have added more than 54 million subscribers over the past two years, a pace consistent with its annual additions before the COVID-19 pandemic, the company said.</p><p><blockquote>该公司表示，如果其用户预测成真，Netflix将在过去两年中增加超过5400万用户，这一速度与COVID-19大流行之前的年度新增用户数量一致。</blockquote></p><p> It also noted that streaming television still accounts for a small portion of overall viewing time and that its service is less mature outside the United States.</p><p><blockquote>它还指出，流媒体电视仍然占总观看时间的一小部分，而且其服务在美国以外还不太成熟。</blockquote></p><p> “We are confident that we have a long runway for growth,” Netflix said in its investor letter.</p><p><blockquote>Netflix, Inc.在投资者信中表示：“我们相信我们的增长道路很长。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/netflix-results/update-4-netflix-details-video-game-push-as-it-forecasts-weak-growth-idUSL1N2OW2GQ\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.reuters.com/article/netflix-results/update-4-netflix-details-video-game-push-as-it-forecasts-weak-growth-idUSL1N2OW2GQ","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102026643","content_text":"(Reuters) -Netflix Inc said it would make a deeper dive into video games as the movie and TV streaming service projected weak subscriber growth amid growing competition and the lifting of pandemic restrictions that had kept people at home.\nThe company’s shares once fell 6% and finally hovered about even at $531.10 in after-hours trading on Tuesday.\nEarnings for April through June came in at $2.97 per share, below the average forecast of $3.16, according to analysts surveyed by Refinitiv.\nNetflix is weathering a sharp slowdown in new customers after a boom in 2020 fueled by stay-at-home orders to curb the COVID-19 pandemic. In the United States and Canada, Netflix reported a decline of about 430,000 subscribers in the second quarter.\nThe streaming video pioneer said it was in the early stages of expanding its video game offerings, which would be available to subscribers at no extra charge. The company will initially focus primarily on mobile games.\n“We view gaming as another new content category for us, similar to our expansion into original films, animation and unscripted TV,” the company said in its quarterly letter to shareholders.\nNetflix has dabbled in video games with a few titles linked to hits including “Stranger Things” and “The Dark Crystal: Age of Resistance.”\nSome analysts have said the company that dominates streaming video needs to find new ways to jump-start subscriptions after years of rapid expansion. According to eMarketer, Netflix’s share of U.S. revenue from subscription streaming video will shrink to 30.8% by the end of 2021, from nearly 50% in 2018.\n“Netflix delivered another underwhelming quarter as competition in the streaming space heats up,” said Investing.com senior analyst Jesse Cohen. “The absence of any new looming growth catalysts has been one of the main reasons for Netflix’s relatively mild performance this year.”\nThe company projected it would add 3.5 million customers from July through September. Wall Street had expected a forecast of 5.5 million.\nFor the just-ended quarter, Netflix added 1.54 million customers, beating analyst projections of 1.04 million. Total subscribers numbered 209 million at the end of June.\nA year ago, Netflix picked up 10.1 million subscribers in the second quarter.\nThis year, Netflix felt the impact of COVID-19 on TV production, which left the company with a small menu of new titles. At the same time, Walt Disney Co’s Disney+, AT&T Inc’s HBO Max and other services attracted customers, and summer blockbusters returned to movie theaters.\nThe easing of pandemic safety measures also lured people out of their homes and away from their televisions.\nNetflix promises a heavier lineup in the second half of 2021, including new seasons of “You,” “Money Heist” and “The Witcher.”\nIf its subscriber forecast pans out, Netflix will have added more than 54 million subscribers over the past two years, a pace consistent with its annual additions before the COVID-19 pandemic, the company said.\nIt also noted that streaming television still accounts for a small portion of overall viewing time and that its service is less mature outside the United States.\n“We are confident that we have a long runway for growth,” Netflix said in its investor letter.","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178798362,"gmtCreate":1626835679356,"gmtModify":1631892332062,"author":{"id":"4088378716140630","authorId":"4088378716140630","name":"6fea9d41","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088378716140630","idStr":"4088378716140630"},"themes":[],"htmlText":"[强]&nbsp;","listText":"[强]&nbsp;","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/178798362","repostId":"2153924256","repostType":4,"isVote":1,"tweetType":1,"viewCount":776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":171307643,"gmtCreate":1626704852982,"gmtModify":1631892332075,"author":{"id":"4088378716140630","authorId":"4088378716140630","name":"6fea9d41","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088378716140630","idStr":"4088378716140630"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/171307643","repostId":"2152827296","repostType":4,"isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":178798362,"gmtCreate":1626835679356,"gmtModify":1631892332062,"author":{"id":"4088378716140630","authorId":"4088378716140630","name":"6fea9d41","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088378716140630","idStr":"4088378716140630"},"themes":[],"htmlText":"[强]&nbsp;","listText":"[强]&nbsp;","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/178798362","repostId":"2153924256","repostType":4,"isVote":1,"tweetType":1,"viewCount":776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":869662408,"gmtCreate":1632281738804,"gmtModify":1632801509088,"author":{"id":"4088378716140630","authorId":"4088378716140630","name":"6fea9d41","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088378716140630","idStr":"4088378716140630"},"themes":[],"htmlText":"Looking forward!","listText":"Looking forward!","text":"Looking forward!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/869662408","repostId":"2169397156","repostType":4,"isVote":1,"tweetType":1,"viewCount":2319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891702258,"gmtCreate":1628422682674,"gmtModify":1631889003028,"author":{"id":"4088378716140630","authorId":"4088378716140630","name":"6fea9d41","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088378716140630","idStr":"4088378716140630"},"themes":[],"htmlText":"Not sure what if the regulators will decide the last minute to stop this.&nbsp;","listText":"Not sure what if the regulators will decide the last minute to stop this.&nbsp;","text":"Not sure what if the regulators will decide the last minute to stop this.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/891702258","repostId":"2157490509","repostType":4,"isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891015918,"gmtCreate":1628306908734,"gmtModify":1631889003039,"author":{"id":"4088378716140630","authorId":"4088378716140630","name":"6fea9d41","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088378716140630","idStr":"4088378716140630"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/891015918","repostId":"2157649395","repostType":4,"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178796376,"gmtCreate":1626835734995,"gmtModify":1631892332050,"author":{"id":"4088378716140630","authorId":"4088378716140630","name":"6fea9d41","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088378716140630","idStr":"4088378716140630"},"themes":[],"htmlText":"Look forward to see what are the games...&nbsp;","listText":"Look forward to see what are the games...&nbsp;","text":"Look forward to see what are the games...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/178796376","repostId":"1102026643","repostType":4,"repost":{"id":"1102026643","kind":"news","pubTimestamp":1626822943,"share":"https://www.laohu8.com/m/news/1102026643?lang=zh_CN&edition=full","pubTime":"2021-07-21 07:15","market":"us","language":"en","title":"Netflix details video game push as it forecasts weak growth<blockquote>Netflix预测增长疲软，详细介绍了视频游戏推广</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1102026643","media":"Reuters","summary":"(Reuters) -Netflix Inc said it would make a deeper dive into video games as the movie and TV streami","content":"<p>(Reuters) -Netflix Inc said it would make a deeper dive into video games as the movie and TV streaming service projected weak subscriber growth amid growing competition and the lifting of pandemic restrictions that had kept people at home.</p><p><blockquote>（路透社）-Netflix公司表示，将更深入地进军视频游戏领域，因为该电影和电视流媒体服务预计，由于竞争日益激烈以及导致人们呆在家里的大流行限制的取消，用户增长疲软。</blockquote></p><p> The company’s shares&nbsp;once&nbsp;fell&nbsp;6%&nbsp;and&nbsp;finally hovered about even at $531.10 in after-hours trading on Tuesday.</p><p><blockquote>该公司股价一度下跌6%，最终在周二盘后交易中徘徊在531.10美元左右。</blockquote></p><p> Earnings for April through June came in at $2.97 per share, below the average forecast of $3.16, according to analysts surveyed by Refinitiv.</p><p><blockquote>根据Refinitiv调查的分析师的数据，4月至6月的每股收益为2.97美元，低于平均预期的3.16美元。</blockquote></p><p> Netflix is weathering a sharp slowdown in new customers after a boom in 2020 fueled by stay-at-home orders to curb the COVID-19 pandemic. In the United States and Canada, Netflix reported a decline of about 430,000 subscribers in the second quarter.</p><p><blockquote>Netflix在2020年因遏制COVID-19大流行的居家命令而蓬勃发展后，新客户数量急剧放缓。在美国和加拿大，Netflix报告第二季度订阅用户减少了约43万。</blockquote></p><p> The streaming video pioneer said it was in the early stages of expanding its video game offerings, which would be available to subscribers at no extra charge. The company will initially focus primarily on mobile games.</p><p><blockquote>这家流媒体视频先驱表示，它正处于扩大其视频游戏产品的早期阶段，用户可以免费使用这些产品。该公司最初将主要专注于手机游戏。</blockquote></p><p> “We view gaming as another new content category for us, similar to our expansion into original films, animation and unscripted TV,” the company said in its quarterly letter to shareholders.</p><p><blockquote>该公司在致股东的季度信中表示：“我们将游戏视为我们的另一个新内容类别，类似于我们向原创电影、动画和无脚本电视的扩张。”</blockquote></p><p> Netflix has dabbled in video games with a few titles linked to hits including “Stranger Things” and “The Dark Crystal: Age of Resistance.”</p><p><blockquote>Netflix涉足电子游戏，其中一些游戏与热门游戏相关，包括《怪奇物语》和《黑暗水晶：抵抗时代》。</blockquote></p><p> Some analysts have said the company that dominates streaming video needs to find new ways to jump-start subscriptions after years of rapid expansion. According to eMarketer, Netflix’s share of U.S. revenue from subscription streaming video will shrink to 30.8% by the end of 2021, from nearly 50% in 2018.</p><p><blockquote>一些分析师表示，经过多年的快速扩张，这家主导流媒体视频的公司需要找到新的方法来启动订阅。根据eMarketer的数据，到2021年底，Netflix在美国订阅流媒体视频收入中的份额将从2018年的近50%缩减至30.8%。</blockquote></p><p> “Netflix delivered another underwhelming quarter as competition in the streaming space heats up,” said Investing.com senior analyst Jesse Cohen. “The absence of any new looming growth catalysts has been one of the main reasons for Netflix’s relatively mild performance this year.”</p><p><blockquote>随着流媒体领域竞争的加剧，Netflix, Inc.又一个令人印象深刻的季度业绩。”Investing.com高级分析师Jesse Cohen表示。“缺乏任何新的迫在眉睫的增长催化剂是Netflix今年表现相对温和的主要原因之一。”</blockquote></p><p> The company projected it would add 3.5 million customers from July through September. Wall Street had expected a forecast of 5.5 million.</p><p><blockquote>该公司预计从7月到9月将增加350万客户。华尔街此前预计为550万。</blockquote></p><p> For the just-ended quarter, Netflix added 1.54 million customers, beating analyst projections of 1.04 million. Total subscribers numbered 209 million at the end of June.</p><p><blockquote>在刚刚结束的季度，Netflix增加了154万客户，超出了分析师预期的104万。截至6月底，用户总数为2.09亿。</blockquote></p><p> A year ago, Netflix picked up 10.1 million subscribers in the second quarter.</p><p><blockquote>一年前，Netflix第二季度订阅用户数量为1010万。</blockquote></p><p> This year, Netflix felt the impact of COVID-19 on TV production, which left the company with a small menu of new titles. At the same time, Walt Disney Co’s Disney+, AT&amp;T Inc’s HBO Max and other services attracted customers, and summer blockbusters returned to movie theaters.</p><p><blockquote>今年，Netflix感受到了COVID-19对电视制作的影响，这给该公司留下了一个很小的新游戏菜单。与此同时，华特迪士尼公司的Disney+、美国电话电报公司公司的HBO Max等服务吸引了顾客，暑期大片重返电影院。</blockquote></p><p> The easing of pandemic safety measures also lured people out of their homes and away from their televisions.</p><p><blockquote>疫情安全措施的放松也吸引了人们走出家门，远离电视。</blockquote></p><p> Netflix promises a heavier lineup in the second half of 2021, including new seasons of “You,” “Money Heist” and “The Witcher.”</p><p><blockquote>Netflix承诺在2021年下半年将推出更强大的阵容，包括新一季的《你》、《金钱大劫案》和《巫师》。</blockquote></p><p> If its subscriber forecast pans out, Netflix will have added more than 54 million subscribers over the past two years, a pace consistent with its annual additions before the COVID-19 pandemic, the company said.</p><p><blockquote>该公司表示，如果其用户预测成真，Netflix将在过去两年中增加超过5400万用户，这一速度与COVID-19大流行之前的年度新增用户数量一致。</blockquote></p><p> It also noted that streaming television still accounts for a small portion of overall viewing time and that its service is less mature outside the United States.</p><p><blockquote>它还指出，流媒体电视仍然占总观看时间的一小部分，而且其服务在美国以外还不太成熟。</blockquote></p><p> “We are confident that we have a long runway for growth,” Netflix said in its investor letter.</p><p><blockquote>Netflix, Inc.在投资者信中表示：“我们相信我们的增长道路很长。”</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix details video game push as it forecasts weak growth<blockquote>Netflix预测增长疲软，详细介绍了视频游戏推广</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix details video game push as it forecasts weak growth<blockquote>Netflix预测增长疲软，详细介绍了视频游戏推广</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-07-21 07:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) -Netflix Inc said it would make a deeper dive into video games as the movie and TV streaming service projected weak subscriber growth amid growing competition and the lifting of pandemic restrictions that had kept people at home.</p><p><blockquote>（路透社）-Netflix公司表示，将更深入地进军视频游戏领域，因为该电影和电视流媒体服务预计，由于竞争日益激烈以及导致人们呆在家里的大流行限制的取消，用户增长疲软。</blockquote></p><p> The company’s shares&nbsp;once&nbsp;fell&nbsp;6%&nbsp;and&nbsp;finally hovered about even at $531.10 in after-hours trading on Tuesday.</p><p><blockquote>该公司股价一度下跌6%，最终在周二盘后交易中徘徊在531.10美元左右。</blockquote></p><p> Earnings for April through June came in at $2.97 per share, below the average forecast of $3.16, according to analysts surveyed by Refinitiv.</p><p><blockquote>根据Refinitiv调查的分析师的数据，4月至6月的每股收益为2.97美元，低于平均预期的3.16美元。</blockquote></p><p> Netflix is weathering a sharp slowdown in new customers after a boom in 2020 fueled by stay-at-home orders to curb the COVID-19 pandemic. In the United States and Canada, Netflix reported a decline of about 430,000 subscribers in the second quarter.</p><p><blockquote>Netflix在2020年因遏制COVID-19大流行的居家命令而蓬勃发展后，新客户数量急剧放缓。在美国和加拿大，Netflix报告第二季度订阅用户减少了约43万。</blockquote></p><p> The streaming video pioneer said it was in the early stages of expanding its video game offerings, which would be available to subscribers at no extra charge. The company will initially focus primarily on mobile games.</p><p><blockquote>这家流媒体视频先驱表示，它正处于扩大其视频游戏产品的早期阶段，用户可以免费使用这些产品。该公司最初将主要专注于手机游戏。</blockquote></p><p> “We view gaming as another new content category for us, similar to our expansion into original films, animation and unscripted TV,” the company said in its quarterly letter to shareholders.</p><p><blockquote>该公司在致股东的季度信中表示：“我们将游戏视为我们的另一个新内容类别，类似于我们向原创电影、动画和无脚本电视的扩张。”</blockquote></p><p> Netflix has dabbled in video games with a few titles linked to hits including “Stranger Things” and “The Dark Crystal: Age of Resistance.”</p><p><blockquote>Netflix涉足电子游戏，其中一些游戏与热门游戏相关，包括《怪奇物语》和《黑暗水晶：抵抗时代》。</blockquote></p><p> Some analysts have said the company that dominates streaming video needs to find new ways to jump-start subscriptions after years of rapid expansion. According to eMarketer, Netflix’s share of U.S. revenue from subscription streaming video will shrink to 30.8% by the end of 2021, from nearly 50% in 2018.</p><p><blockquote>一些分析师表示，经过多年的快速扩张，这家主导流媒体视频的公司需要找到新的方法来启动订阅。根据eMarketer的数据，到2021年底，Netflix在美国订阅流媒体视频收入中的份额将从2018年的近50%缩减至30.8%。</blockquote></p><p> “Netflix delivered another underwhelming quarter as competition in the streaming space heats up,” said Investing.com senior analyst Jesse Cohen. “The absence of any new looming growth catalysts has been one of the main reasons for Netflix’s relatively mild performance this year.”</p><p><blockquote>随着流媒体领域竞争的加剧，Netflix, Inc.又一个令人印象深刻的季度业绩。”Investing.com高级分析师Jesse Cohen表示。“缺乏任何新的迫在眉睫的增长催化剂是Netflix今年表现相对温和的主要原因之一。”</blockquote></p><p> The company projected it would add 3.5 million customers from July through September. Wall Street had expected a forecast of 5.5 million.</p><p><blockquote>该公司预计从7月到9月将增加350万客户。华尔街此前预计为550万。</blockquote></p><p> For the just-ended quarter, Netflix added 1.54 million customers, beating analyst projections of 1.04 million. Total subscribers numbered 209 million at the end of June.</p><p><blockquote>在刚刚结束的季度，Netflix增加了154万客户，超出了分析师预期的104万。截至6月底，用户总数为2.09亿。</blockquote></p><p> A year ago, Netflix picked up 10.1 million subscribers in the second quarter.</p><p><blockquote>一年前，Netflix第二季度订阅用户数量为1010万。</blockquote></p><p> This year, Netflix felt the impact of COVID-19 on TV production, which left the company with a small menu of new titles. At the same time, Walt Disney Co’s Disney+, AT&amp;T Inc’s HBO Max and other services attracted customers, and summer blockbusters returned to movie theaters.</p><p><blockquote>今年，Netflix感受到了COVID-19对电视制作的影响，这给该公司留下了一个很小的新游戏菜单。与此同时，华特迪士尼公司的Disney+、美国电话电报公司公司的HBO Max等服务吸引了顾客，暑期大片重返电影院。</blockquote></p><p> The easing of pandemic safety measures also lured people out of their homes and away from their televisions.</p><p><blockquote>疫情安全措施的放松也吸引了人们走出家门，远离电视。</blockquote></p><p> Netflix promises a heavier lineup in the second half of 2021, including new seasons of “You,” “Money Heist” and “The Witcher.”</p><p><blockquote>Netflix承诺在2021年下半年将推出更强大的阵容，包括新一季的《你》、《金钱大劫案》和《巫师》。</blockquote></p><p> If its subscriber forecast pans out, Netflix will have added more than 54 million subscribers over the past two years, a pace consistent with its annual additions before the COVID-19 pandemic, the company said.</p><p><blockquote>该公司表示，如果其用户预测成真，Netflix将在过去两年中增加超过5400万用户，这一速度与COVID-19大流行之前的年度新增用户数量一致。</blockquote></p><p> It also noted that streaming television still accounts for a small portion of overall viewing time and that its service is less mature outside the United States.</p><p><blockquote>它还指出，流媒体电视仍然占总观看时间的一小部分，而且其服务在美国以外还不太成熟。</blockquote></p><p> “We are confident that we have a long runway for growth,” Netflix said in its investor letter.</p><p><blockquote>Netflix, Inc.在投资者信中表示：“我们相信我们的增长道路很长。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/netflix-results/update-4-netflix-details-video-game-push-as-it-forecasts-weak-growth-idUSL1N2OW2GQ\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.reuters.com/article/netflix-results/update-4-netflix-details-video-game-push-as-it-forecasts-weak-growth-idUSL1N2OW2GQ","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102026643","content_text":"(Reuters) -Netflix Inc said it would make a deeper dive into video games as the movie and TV streaming service projected weak subscriber growth amid growing competition and the lifting of pandemic restrictions that had kept people at home.\nThe company’s shares once fell 6% and finally hovered about even at $531.10 in after-hours trading on Tuesday.\nEarnings for April through June came in at $2.97 per share, below the average forecast of $3.16, according to analysts surveyed by Refinitiv.\nNetflix is weathering a sharp slowdown in new customers after a boom in 2020 fueled by stay-at-home orders to curb the COVID-19 pandemic. In the United States and Canada, Netflix reported a decline of about 430,000 subscribers in the second quarter.\nThe streaming video pioneer said it was in the early stages of expanding its video game offerings, which would be available to subscribers at no extra charge. The company will initially focus primarily on mobile games.\n“We view gaming as another new content category for us, similar to our expansion into original films, animation and unscripted TV,” the company said in its quarterly letter to shareholders.\nNetflix has dabbled in video games with a few titles linked to hits including “Stranger Things” and “The Dark Crystal: Age of Resistance.”\nSome analysts have said the company that dominates streaming video needs to find new ways to jump-start subscriptions after years of rapid expansion. According to eMarketer, Netflix’s share of U.S. revenue from subscription streaming video will shrink to 30.8% by the end of 2021, from nearly 50% in 2018.\n“Netflix delivered another underwhelming quarter as competition in the streaming space heats up,” said Investing.com senior analyst Jesse Cohen. “The absence of any new looming growth catalysts has been one of the main reasons for Netflix’s relatively mild performance this year.”\nThe company projected it would add 3.5 million customers from July through September. Wall Street had expected a forecast of 5.5 million.\nFor the just-ended quarter, Netflix added 1.54 million customers, beating analyst projections of 1.04 million. Total subscribers numbered 209 million at the end of June.\nA year ago, Netflix picked up 10.1 million subscribers in the second quarter.\nThis year, Netflix felt the impact of COVID-19 on TV production, which left the company with a small menu of new titles. At the same time, Walt Disney Co’s Disney+, AT&T Inc’s HBO Max and other services attracted customers, and summer blockbusters returned to movie theaters.\nThe easing of pandemic safety measures also lured people out of their homes and away from their televisions.\nNetflix promises a heavier lineup in the second half of 2021, including new seasons of “You,” “Money Heist” and “The Witcher.”\nIf its subscriber forecast pans out, Netflix will have added more than 54 million subscribers over the past two years, a pace consistent with its annual additions before the COVID-19 pandemic, the company said.\nIt also noted that streaming television still accounts for a small portion of overall viewing time and that its service is less mature outside the United States.\n“We are confident that we have a long runway for growth,” Netflix said in its investor letter.","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":820547036,"gmtCreate":1633408110682,"gmtModify":1633408110806,"author":{"id":"4088378716140630","authorId":"4088378716140630","name":"6fea9d41","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088378716140630","idStr":"4088378716140630"},"themes":[],"htmlText":"Yes!&nbsp;","listText":"Yes!&nbsp;","text":"Yes!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/820547036","repostId":"1190774495","repostType":4,"isVote":1,"tweetType":1,"viewCount":3028,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":881662929,"gmtCreate":1631332280561,"gmtModify":1631889002971,"author":{"id":"4088378716140630","authorId":"4088378716140630","name":"6fea9d41","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088378716140630","idStr":"4088378716140630"},"themes":[],"htmlText":"Huh..&nbsp;[难过]&nbsp;","listText":"Huh..&nbsp;[难过]&nbsp;","text":"Huh.. [难过]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/881662929","repostId":"2166372458","repostType":2,"isVote":1,"tweetType":1,"viewCount":2058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":889227759,"gmtCreate":1631152714871,"gmtModify":1631889002988,"author":{"id":"4088378716140630","authorId":"4088378716140630","name":"6fea9d41","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088378716140630","idStr":"4088378716140630"},"themes":[],"htmlText":"[得意]&nbsp;[得意]&nbsp;[得意]&nbsp;","listText":"[得意]&nbsp;[得意]&nbsp;[得意]&nbsp;","text":"[得意] [得意] [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/889227759","repostId":"1137387742","repostType":2,"isVote":1,"tweetType":1,"viewCount":3439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":813966652,"gmtCreate":1630122376676,"gmtModify":1704956291072,"author":{"id":"4088378716140630","authorId":"4088378716140630","name":"6fea9d41","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088378716140630","idStr":"4088378716140630"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813966652","repostId":"2162733980","repostType":4,"isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852072284,"gmtCreate":1635229172276,"gmtModify":1635229172398,"author":{"id":"4088378716140630","authorId":"4088378716140630","name":"6fea9d41","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088378716140630","idStr":"4088378716140630"},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852072284","repostId":"2177412181","repostType":4,"repost":{"id":"2177412181","kind":"highlight","pubTimestamp":1635219132,"share":"https://www.laohu8.com/m/news/2177412181?lang=zh_CN&edition=full","pubTime":"2021-10-26 11:32","market":"us","language":"en","title":"AMD earnings look to again succeed where Intel disappointed<blockquote>AMD盈利有望在英特尔失望的地方再次取得成功</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2177412181","media":"MarketWatch","summary":"AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analy","content":"<p>AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink</p><p><blockquote>AMD盈利预览：在英特尔连续两个季度下滑后，分析师现在指出，由于英特尔的利润率预计将萎缩，AMD的利润率将不断增长</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30ec3c9220844c561016f0de86f86f52\" tg-width=\"699\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Advanced Micro Devices Inc.’s growing series of Epyc server chips has been the talk of Wall Street in recent quarters, but that may switch to gross margins in this quarter’s earnings report.</span></p><p><blockquote><p class=\"t-img-caption\"><span>Advanced Micro Devices Inc.不断增长的Epyc服务器芯片系列最近几个季度一直是华尔街的热门话题，但在本季度的收益报告中，这可能会转向毛利率。</span></p></blockquote></p><p> Advanced Micro Devices Inc. is set to follow yet another rough earnings report from Intel Corp., and once again could show gains in an area that caused pain for its larger rival.</p><p><blockquote>超微设备公司（Advanced Micro Devices Inc.）将紧随英特尔公司（Intel Corp.）发布另一份粗略的收益报告，并可能再次在给其规模更大的竞争对手带来痛苦的领域显示收益。</blockquote></p><p> AMD&nbsp;is scheduled to report third-quarter earnings on Tuesday after the close of markets, after Intel&nbsp;reported an earnings beat Thursday that hardly mattered as revenue came in light. More important to analysts was Intel's forecast for declining margins over the next few years as its chief executive doubles down on new manufacturing capacity to try to retake its former glory as the undisputed chip leader.</p><p><blockquote>AMD定于周二收盘后公布第三季度收益，此前英特尔周四公布的收益超出预期，但随着收入的公布，这几乎无关紧要。对分析师来说，更重要的是英特尔预测未来几年利润率将下降，因为其首席执行官加倍投资新的制造能力，试图重新夺回其作为无可争议的芯片领导者的昔日荣耀。</blockquote></p><p> That led to downgrades on Friday and Intel's worst one-day performance since the chip leader said it was going to delay its next generation of chips, an announcement that had fired up even more investor support for AMD back then.</p><p><blockquote>这导致了周五的评级下调，以及英特尔自这家芯片领导者表示将推迟下一代芯片以来最糟糕的单日表现，这一声明当时引发了更多投资者对AMD的支持。</blockquote></p><p> Bernstein analyst Stacy Rasgon, who has a market perform rating on AMD and a $110 price target, said AMD will continue to benefit from Intel's transition, and called attention to an AMD metric that was one of enormous concern during Intel's call: Gross margins.</p><p><blockquote>Bernstein分析师Stacy Rasgon对AMD给予市场表现评级，目标价为110美元，她表示AMD将继续受益于英特尔的转型，并呼吁人们关注英特尔看涨期权期间备受关注的AMD指标之一：毛利率。</blockquote></p><p> \"We believe Street gross margin estimates appear unaggressive going forward (which is not something we have typically said for AMD), and the company is now (for the first time ever) starting to return cash,\" Rasgon said.</p><p><blockquote>拉斯贡表示：“我们认为，未来华尔街的毛利率预期似乎并不激进（这不是我们通常对AMD所说的），该公司现在（有史以来第一次）开始返还现金。”</blockquote></p><p> That underscores another show of how Intel and AMD are transitioning with respect to one another: Analysts on the Intel call were very concerned that Intel's margins were falling despite company assurances they would stay just above 50% for the next few years. Meanwhile, AMD gross margins have been rising, and are likely to break above 50%, if not in this earnings report, then sometime soon. Three months ago, AMD reported gross margins of 48%, up from 44% in the previous year.</p><p><blockquote>这再次凸显了英特尔和AMD如何相互转型：英特尔看涨期权上的分析师非常担心英特尔的利润率正在下降，尽管该公司保证未来几年利润率将保持在50%以上。与此同时，AMD的毛利率一直在上升，很可能会突破50%，如果不是在这份收益报告中，那么很快就会突破50%。三个月前，AMD公布的毛利率为48%，高于上一年的44%。</blockquote></p><p> While AMD is referred to as Intel's \"smaller rival,\" that gap has been steadily closing for a while now. At Friday's close, AMD had a market cap of $145.34 billion, or nearly 73% of Intel's $200.66 billion. Just this past summer, AMD's $111.5 billion valuation was a little more than half Intel's $219.5 billion cap.</p><p><blockquote>虽然AMD被称为英特尔的“较小竞争对手”，但这一差距已经稳步缩小了一段时间。截至周五收盘，AMD市值为1453.4亿美元，占英特尔2006.6亿美元市值的近73%。就在去年夏天，AMD 1115亿美元的估值略高于英特尔2195亿美元上限的一半。</blockquote></p><p> One other are to look at will be data-center sales, as finally swung to a gain in that important segment in the quarter. Over the past two quarters, Intel has posted significant year-over-year declines in the increasingly important category, while AMD has more than doubled its sales. That raises the question whether Intel clawed back some market share, or whether data-center sales were just generally better all around, which AMD's report could answer.</p><p><blockquote>另一个值得关注的是数据中心销售，该销售最终在本季度实现了增长。在过去的两个季度中，英特尔在这一日益重要的类别中的销售额同比大幅下降，而AMD的销售额则增长了一倍多。这就提出了一个问题：英特尔是否夺回了一些市场份额，或者数据中心的销售是否总体上更好，AMD的报告可以回答这个问题。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> <b>Earnings: </b>Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 66 cents a share, up from 41 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 72 cents a share.</p><p><blockquote><b>收益：</b>在FactSet调查的34名分析师中，AMD平均预计调整后每股收益为66美分，高于去年同期的每股41美分。Estimize是一个软件平台，众包对冲基金高管、券商、买方分析师和其他人对评级每股收益72美分的估计。</blockquote></p><p> <b>Revenue:</b> Of the 32 analysts polled by FactSet, AMD, on average, is expected to post revenue of $4.11 billion, up from the $2.8 billion reported in the year-ago quarter. AMD had forecast $4 billion to $4.2 billion. Estimize expects revenue of $4.22 billion.</p><p><blockquote><b>收入：</b>在FactSet调查的32名分析师中，AMD平均预计营收为41.1亿美元，高于去年同期的28亿美元。AMD此前预测为40亿至42亿美元。Estimize预计营收为42.2亿美元。</blockquote></p><p> <b>Stock movement:</b> While AMD earnings and sales have both topped Wall Street estimates over the past five quarterly reports, but shares only gained the next day twice, about three months ago and when the stock popped nearly 13% five quarters ago.</p><p><blockquote><b>股票变动：</b>尽管AMD在过去五份季度报告中的盈利和销售额均超出了华尔街的预期，但该股仅在第二天上涨了两次，分别是大约三个月前和五个季度前该股上涨了近13%。</blockquote></p><p> AMD shares rose 9.6% in the third quarter. In contrast, the PHLX Semiconductor Index declined 2.6%, the S&amp;P 500 index rose 0.2%, and the tech-heavy Nasdaq Composite Index declined 0.4%. On Friday, the day after Intel's report, AMD shares closed at a record high of $119.82.</p><p><blockquote>AMD股价第三季度上涨9.6%。相比之下，PHLX半导体指数下跌2.6%，标普500指数上涨0.2%，以科技股为主的纳斯达克综合指数下跌0.4%。周五，也就是英特尔发布报告的第二天，AMD股价收于119.82美元的历史新高。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> Cowen analyst Matthew Ramsay, who has an outperform rating and a $120 price target on AMD, said he's \"lookin' for more of the same.\"</p><p><blockquote>Cowen分析师马修·拉姆齐(Matthew Ramsay)对AMD给予跑赢大盘评级，目标价为120美元，他表示“正在寻找更多同样的结果”。</blockquote></p><p> \"We continue to monitor the PC market for signs of demand slowing or supply improving,\" Ramsay said. \"Near-term, we see resilient demand outside Chromebooks, but prefer a prudent/agnostic view on 2022 like AMD took on its last call.\"</p><p><blockquote>Ramsay表示：“我们将继续关注PC市场，寻找需求放缓或供应改善的迹象。”“短期内，我们看到Chromebook以外的需求具有弹性，但更倾向于对2022年采取谨慎/不可知论的观点，就像AMD在上一次看涨期权中采取的那样。”</blockquote></p><p> Earlier in the month, research firms released data showing that pandemic-fueled growth in PC shipments had slowed considerably as the world not only wrestles with a chip shortage but overall supply-chain issues.</p><p><blockquote>本月早些时候，研究公司发布的数据显示，疫情推动的个人电脑出货量增长已大幅放缓，因为世界不仅面临芯片短缺问题，还面临整体供应链问题。</blockquote></p><p></p><p> On data-center sales, Ramsay is even more optimistic estimating that segment will account for more than 25% of sales compared with less than 20% a year ago.</p><p><blockquote>在数据中心销售额方面，Ramsay更加乐观地估计该细分市场将占销售额的25%以上，而一年前这一比例还不到20%。</blockquote></p><p> \"We believe datacenter passing a quarter of AMD's business could draw investor attention,\" Ramsay said. \"We remind investors that the most important business for AMD remains datacenter, which we estimate doubled in 2020, with CEO Lisa Su noting she sees the business momentum accelerating in 2021.\"</p><p><blockquote>拉姆齐表示：“我们相信数据中心超过AMD四分之一的业务可能会引起投资者的关注。”“我们提醒投资者，AMD最重要的业务仍然是数据中心，我们估计该业务在2020年翻了一番，首席执行官Lisa Su指出，她预计2021年业务势头将加速。”</blockquote></p><p> Susquehanna Financial analyst Christopher Rolland, who has a positive rating and a $130 price target on AMD, said he expects another solid quarter driven by enterprise and server sales, but that \"given the slowing PC market, we do not expect mgmt to raise their FY top-line guidance as they have done in numerous updates over the last year.\"</p><p><blockquote>Susquehanna Financial分析师Christopher Rolland对AMD给予正面评级，目标价为130美元，他表示，他预计企业和服务器销售将推动另一个稳健的季度，但“鉴于PC市场放缓，我们预计管理层不会提高他们的财务业绩。”正如他们在去年的多次更新中所做的那样，顶线指导。”</blockquote></p><p> Still, Rolland expects AMD to report share gains from Intel in both desktop and laptop PCs as well as enterprise and gaming PCs.</p><p><blockquote>尽管如此，魅兰预计AMD在台式机和笔记本电脑以及企业级和游戏PC领域的份额将从英特尔增长。</blockquote></p><p> Of the 39 analysts who cover AMD, 23 have buy or overweight ratings, and 16 have hold ratings, with an average price target of $117.55.</p><p><blockquote>在关注AMD的39名分析师中，23名分析师给予买入或跑赢大盘评级，16名分析师给予持有评级，平均目标价为117.55美元。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD earnings look to again succeed where Intel disappointed<blockquote>AMD盈利有望在英特尔失望的地方再次取得成功</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-26 11:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink</p><p><blockquote>AMD盈利预览：在英特尔连续两个季度下滑后，分析师现在指出，由于英特尔的利润率预计将萎缩，AMD的利润率将不断增长</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30ec3c9220844c561016f0de86f86f52\" tg-width=\"699\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Advanced Micro Devices Inc.’s growing series of Epyc server chips has been the talk of Wall Street in recent quarters, but that may switch to gross margins in this quarter’s earnings report.</span></p><p><blockquote><p class=\"t-img-caption\"><span>Advanced Micro Devices Inc.不断增长的Epyc服务器芯片系列最近几个季度一直是华尔街的热门话题，但在本季度的收益报告中，这可能会转向毛利率。</span></p></blockquote></p><p> Advanced Micro Devices Inc. is set to follow yet another rough earnings report from Intel Corp., and once again could show gains in an area that caused pain for its larger rival.</p><p><blockquote>超微设备公司（Advanced Micro Devices Inc.）将紧随英特尔公司（Intel Corp.）发布另一份粗略的收益报告，并可能再次在给其规模更大的竞争对手带来痛苦的领域显示收益。</blockquote></p><p> AMD&nbsp;is scheduled to report third-quarter earnings on Tuesday after the close of markets, after Intel&nbsp;reported an earnings beat Thursday that hardly mattered as revenue came in light. More important to analysts was Intel's forecast for declining margins over the next few years as its chief executive doubles down on new manufacturing capacity to try to retake its former glory as the undisputed chip leader.</p><p><blockquote>AMD定于周二收盘后公布第三季度收益，此前英特尔周四公布的收益超出预期，但随着收入的公布，这几乎无关紧要。对分析师来说，更重要的是英特尔预测未来几年利润率将下降，因为其首席执行官加倍投资新的制造能力，试图重新夺回其作为无可争议的芯片领导者的昔日荣耀。</blockquote></p><p> That led to downgrades on Friday and Intel's worst one-day performance since the chip leader said it was going to delay its next generation of chips, an announcement that had fired up even more investor support for AMD back then.</p><p><blockquote>这导致了周五的评级下调，以及英特尔自这家芯片领导者表示将推迟下一代芯片以来最糟糕的单日表现，这一声明当时引发了更多投资者对AMD的支持。</blockquote></p><p> Bernstein analyst Stacy Rasgon, who has a market perform rating on AMD and a $110 price target, said AMD will continue to benefit from Intel's transition, and called attention to an AMD metric that was one of enormous concern during Intel's call: Gross margins.</p><p><blockquote>Bernstein分析师Stacy Rasgon对AMD给予市场表现评级，目标价为110美元，她表示AMD将继续受益于英特尔的转型，并呼吁人们关注英特尔看涨期权期间备受关注的AMD指标之一：毛利率。</blockquote></p><p> \"We believe Street gross margin estimates appear unaggressive going forward (which is not something we have typically said for AMD), and the company is now (for the first time ever) starting to return cash,\" Rasgon said.</p><p><blockquote>拉斯贡表示：“我们认为，未来华尔街的毛利率预期似乎并不激进（这不是我们通常对AMD所说的），该公司现在（有史以来第一次）开始返还现金。”</blockquote></p><p> That underscores another show of how Intel and AMD are transitioning with respect to one another: Analysts on the Intel call were very concerned that Intel's margins were falling despite company assurances they would stay just above 50% for the next few years. Meanwhile, AMD gross margins have been rising, and are likely to break above 50%, if not in this earnings report, then sometime soon. Three months ago, AMD reported gross margins of 48%, up from 44% in the previous year.</p><p><blockquote>这再次凸显了英特尔和AMD如何相互转型：英特尔看涨期权上的分析师非常担心英特尔的利润率正在下降，尽管该公司保证未来几年利润率将保持在50%以上。与此同时，AMD的毛利率一直在上升，很可能会突破50%，如果不是在这份收益报告中，那么很快就会突破50%。三个月前，AMD公布的毛利率为48%，高于上一年的44%。</blockquote></p><p> While AMD is referred to as Intel's \"smaller rival,\" that gap has been steadily closing for a while now. At Friday's close, AMD had a market cap of $145.34 billion, or nearly 73% of Intel's $200.66 billion. Just this past summer, AMD's $111.5 billion valuation was a little more than half Intel's $219.5 billion cap.</p><p><blockquote>虽然AMD被称为英特尔的“较小竞争对手”，但这一差距已经稳步缩小了一段时间。截至周五收盘，AMD市值为1453.4亿美元，占英特尔2006.6亿美元市值的近73%。就在去年夏天，AMD 1115亿美元的估值略高于英特尔2195亿美元上限的一半。</blockquote></p><p> One other are to look at will be data-center sales, as finally swung to a gain in that important segment in the quarter. Over the past two quarters, Intel has posted significant year-over-year declines in the increasingly important category, while AMD has more than doubled its sales. That raises the question whether Intel clawed back some market share, or whether data-center sales were just generally better all around, which AMD's report could answer.</p><p><blockquote>另一个值得关注的是数据中心销售，该销售最终在本季度实现了增长。在过去的两个季度中，英特尔在这一日益重要的类别中的销售额同比大幅下降，而AMD的销售额则增长了一倍多。这就提出了一个问题：英特尔是否夺回了一些市场份额，或者数据中心的销售是否总体上更好，AMD的报告可以回答这个问题。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> <b>Earnings: </b>Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 66 cents a share, up from 41 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 72 cents a share.</p><p><blockquote><b>收益：</b>在FactSet调查的34名分析师中，AMD平均预计调整后每股收益为66美分，高于去年同期的每股41美分。Estimize是一个软件平台，众包对冲基金高管、券商、买方分析师和其他人对评级每股收益72美分的估计。</blockquote></p><p> <b>Revenue:</b> Of the 32 analysts polled by FactSet, AMD, on average, is expected to post revenue of $4.11 billion, up from the $2.8 billion reported in the year-ago quarter. AMD had forecast $4 billion to $4.2 billion. Estimize expects revenue of $4.22 billion.</p><p><blockquote><b>收入：</b>在FactSet调查的32名分析师中，AMD平均预计营收为41.1亿美元，高于去年同期的28亿美元。AMD此前预测为40亿至42亿美元。Estimize预计营收为42.2亿美元。</blockquote></p><p> <b>Stock movement:</b> While AMD earnings and sales have both topped Wall Street estimates over the past five quarterly reports, but shares only gained the next day twice, about three months ago and when the stock popped nearly 13% five quarters ago.</p><p><blockquote><b>股票变动：</b>尽管AMD在过去五份季度报告中的盈利和销售额均超出了华尔街的预期，但该股仅在第二天上涨了两次，分别是大约三个月前和五个季度前该股上涨了近13%。</blockquote></p><p> AMD shares rose 9.6% in the third quarter. In contrast, the PHLX Semiconductor Index declined 2.6%, the S&amp;P 500 index rose 0.2%, and the tech-heavy Nasdaq Composite Index declined 0.4%. On Friday, the day after Intel's report, AMD shares closed at a record high of $119.82.</p><p><blockquote>AMD股价第三季度上涨9.6%。相比之下，PHLX半导体指数下跌2.6%，标普500指数上涨0.2%，以科技股为主的纳斯达克综合指数下跌0.4%。周五，也就是英特尔发布报告的第二天，AMD股价收于119.82美元的历史新高。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> Cowen analyst Matthew Ramsay, who has an outperform rating and a $120 price target on AMD, said he's \"lookin' for more of the same.\"</p><p><blockquote>Cowen分析师马修·拉姆齐(Matthew Ramsay)对AMD给予跑赢大盘评级，目标价为120美元，他表示“正在寻找更多同样的结果”。</blockquote></p><p> \"We continue to monitor the PC market for signs of demand slowing or supply improving,\" Ramsay said. \"Near-term, we see resilient demand outside Chromebooks, but prefer a prudent/agnostic view on 2022 like AMD took on its last call.\"</p><p><blockquote>Ramsay表示：“我们将继续关注PC市场，寻找需求放缓或供应改善的迹象。”“短期内，我们看到Chromebook以外的需求具有弹性，但更倾向于对2022年采取谨慎/不可知论的观点，就像AMD在上一次看涨期权中采取的那样。”</blockquote></p><p> Earlier in the month, research firms released data showing that pandemic-fueled growth in PC shipments had slowed considerably as the world not only wrestles with a chip shortage but overall supply-chain issues.</p><p><blockquote>本月早些时候，研究公司发布的数据显示，疫情推动的个人电脑出货量增长已大幅放缓，因为世界不仅面临芯片短缺问题，还面临整体供应链问题。</blockquote></p><p></p><p> On data-center sales, Ramsay is even more optimistic estimating that segment will account for more than 25% of sales compared with less than 20% a year ago.</p><p><blockquote>在数据中心销售额方面，Ramsay更加乐观地估计该细分市场将占销售额的25%以上，而一年前这一比例还不到20%。</blockquote></p><p> \"We believe datacenter passing a quarter of AMD's business could draw investor attention,\" Ramsay said. \"We remind investors that the most important business for AMD remains datacenter, which we estimate doubled in 2020, with CEO Lisa Su noting she sees the business momentum accelerating in 2021.\"</p><p><blockquote>拉姆齐表示：“我们相信数据中心超过AMD四分之一的业务可能会引起投资者的关注。”“我们提醒投资者，AMD最重要的业务仍然是数据中心，我们估计该业务在2020年翻了一番，首席执行官Lisa Su指出，她预计2021年业务势头将加速。”</blockquote></p><p> Susquehanna Financial analyst Christopher Rolland, who has a positive rating and a $130 price target on AMD, said he expects another solid quarter driven by enterprise and server sales, but that \"given the slowing PC market, we do not expect mgmt to raise their FY top-line guidance as they have done in numerous updates over the last year.\"</p><p><blockquote>Susquehanna Financial分析师Christopher Rolland对AMD给予正面评级，目标价为130美元，他表示，他预计企业和服务器销售将推动另一个稳健的季度，但“鉴于PC市场放缓，我们预计管理层不会提高他们的财务业绩。”正如他们在去年的多次更新中所做的那样，顶线指导。”</blockquote></p><p> Still, Rolland expects AMD to report share gains from Intel in both desktop and laptop PCs as well as enterprise and gaming PCs.</p><p><blockquote>尽管如此，魅兰预计AMD在台式机和笔记本电脑以及企业级和游戏PC领域的份额将从英特尔增长。</blockquote></p><p> Of the 39 analysts who cover AMD, 23 have buy or overweight ratings, and 16 have hold ratings, with an average price target of $117.55.</p><p><blockquote>在关注AMD的39名分析师中，23名分析师给予买入或跑赢大盘评级，16名分析师给予持有评级，平均目标价为117.55美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/amd-earnings-look-to-again-succeed-where-intel-disappointed-11634942264?mod=mw_quote_news\">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/amd-earnings-look-to-again-succeed-where-intel-disappointed-11634942264?mod=mw_quote_news","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177412181","content_text":"AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink\nAdvanced Micro Devices Inc.’s growing series of Epyc server chips has been the talk of Wall Street in recent quarters, but that may switch to gross margins in this quarter’s earnings report.\nAdvanced Micro Devices Inc. is set to follow yet another rough earnings report from Intel Corp., and once again could show gains in an area that caused pain for its larger rival.\nAMD is scheduled to report third-quarter earnings on Tuesday after the close of markets, after Intel reported an earnings beat Thursday that hardly mattered as revenue came in light. More important to analysts was Intel's forecast for declining margins over the next few years as its chief executive doubles down on new manufacturing capacity to try to retake its former glory as the undisputed chip leader.\nThat led to downgrades on Friday and Intel's worst one-day performance since the chip leader said it was going to delay its next generation of chips, an announcement that had fired up even more investor support for AMD back then.\nBernstein analyst Stacy Rasgon, who has a market perform rating on AMD and a $110 price target, said AMD will continue to benefit from Intel's transition, and called attention to an AMD metric that was one of enormous concern during Intel's call: Gross margins.\n\"We believe Street gross margin estimates appear unaggressive going forward (which is not something we have typically said for AMD), and the company is now (for the first time ever) starting to return cash,\" Rasgon said.\nThat underscores another show of how Intel and AMD are transitioning with respect to one another: Analysts on the Intel call were very concerned that Intel's margins were falling despite company assurances they would stay just above 50% for the next few years. Meanwhile, AMD gross margins have been rising, and are likely to break above 50%, if not in this earnings report, then sometime soon. Three months ago, AMD reported gross margins of 48%, up from 44% in the previous year.\nWhile AMD is referred to as Intel's \"smaller rival,\" that gap has been steadily closing for a while now. At Friday's close, AMD had a market cap of $145.34 billion, or nearly 73% of Intel's $200.66 billion. Just this past summer, AMD's $111.5 billion valuation was a little more than half Intel's $219.5 billion cap.\nOne other are to look at will be data-center sales, as finally swung to a gain in that important segment in the quarter. Over the past two quarters, Intel has posted significant year-over-year declines in the increasingly important category, while AMD has more than doubled its sales. That raises the question whether Intel clawed back some market share, or whether data-center sales were just generally better all around, which AMD's report could answer.\nWhat to expect\nEarnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 66 cents a share, up from 41 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 72 cents a share.\nRevenue: Of the 32 analysts polled by FactSet, AMD, on average, is expected to post revenue of $4.11 billion, up from the $2.8 billion reported in the year-ago quarter. AMD had forecast $4 billion to $4.2 billion. Estimize expects revenue of $4.22 billion.\nStock movement: While AMD earnings and sales have both topped Wall Street estimates over the past five quarterly reports, but shares only gained the next day twice, about three months ago and when the stock popped nearly 13% five quarters ago.\nAMD shares rose 9.6% in the third quarter. In contrast, the PHLX Semiconductor Index declined 2.6%, the S&P 500 index rose 0.2%, and the tech-heavy Nasdaq Composite Index declined 0.4%. On Friday, the day after Intel's report, AMD shares closed at a record high of $119.82.\nWhat analysts are saying\nCowen analyst Matthew Ramsay, who has an outperform rating and a $120 price target on AMD, said he's \"lookin' for more of the same.\"\n\"We continue to monitor the PC market for signs of demand slowing or supply improving,\" Ramsay said. \"Near-term, we see resilient demand outside Chromebooks, but prefer a prudent/agnostic view on 2022 like AMD took on its last call.\"\nEarlier in the month, research firms released data showing that pandemic-fueled growth in PC shipments had slowed considerably as the world not only wrestles with a chip shortage but overall supply-chain issues.\nOn data-center sales, Ramsay is even more optimistic estimating that segment will account for more than 25% of sales compared with less than 20% a year ago.\n\"We believe datacenter passing a quarter of AMD's business could draw investor attention,\" Ramsay said. \"We remind investors that the most important business for AMD remains datacenter, which we estimate doubled in 2020, with CEO Lisa Su noting she sees the business momentum accelerating in 2021.\"\nSusquehanna Financial analyst Christopher Rolland, who has a positive rating and a $130 price target on AMD, said he expects another solid quarter driven by enterprise and server sales, but that \"given the slowing PC market, we do not expect mgmt to raise their FY top-line guidance as they have done in numerous updates over the last year.\"\nStill, Rolland expects AMD to report share gains from Intel in both desktop and laptop PCs as well as enterprise and gaming PCs.\nOf the 39 analysts who cover AMD, 23 have buy or overweight ratings, and 16 have hold ratings, with an average price target of $117.55.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":1770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}