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- nch777nch777
  ·2021-04-29
  [What] [Cool] Yeah
  25 Undervalued Stocks with Earnings Set to Beat Pre-Covid Levels in 2021<blockquote>25只被低估的股票，其盈利将在2021年超过新冠疫情前的水平</blockquote>
  SinceBarron’slast screened for European stocks whose earnings prospects may not be fully priced in,
  25 Undervalued Stocks with Earnings Set to Beat Pre-Covid Levels in 2021<blockquote>25只被低估的股票，其盈利将在2021年超过新冠疫情前的水平</blockquote>
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- nch777nch777
  ·2021-04-29
  [Miser]
  非常抱歉，此主贴已删除
  1,932 评论
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- nch777nch777
  ·2021-04-27
  Buy or?
  AMD vs. Taiwan Semiconductor Manufacturing<blockquote>AMD 对阵台积电</blockquote>
  Aftereffects from the U.S.-China trade war and a boom in demand for tech hardware in the wake of the
  AMD vs. Taiwan Semiconductor Manufacturing<blockquote>AMD 对阵台积电</blockquote>
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- nch777nch777
  ·2021-04-27
  [Miser]
  非常抱歉，此主贴已删除
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- nch777nch777
  ·2021-04-27
  [Smile] [Happy]
  AMD vs. Taiwan Semiconductor Manufacturing<blockquote>AMD 对阵台积电</blockquote>
  Aftereffects from the U.S.-China trade war and a boom in demand for tech hardware in the wake of the
  AMD vs. Taiwan Semiconductor Manufacturing<blockquote>AMD 对阵台积电</blockquote>
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[Cool] Yeah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109660574","repostId":"1161815718","repostType":4,"repost":{"id":"1161815718","kind":"news","pubTimestamp":1619685728,"share":"https://www.laohu8.com/m/news/1161815718?lang=zh_CN&edition=full","pubTime":"2021-04-29 16:42","market":"us","language":"en","title":"25 Undervalued Stocks with Earnings Set to Beat Pre-Covid Levels in 2021<blockquote>25只被低估的股票，其盈利将在2021年超过新冠疫情前的水平</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1161815718","media":"MarketWatch","summary":"SinceBarron’slast screened for European stocks whose earnings prospects may not be fully priced in, ","content":"<p>Since<i>Barron’s</i>last screened for European stocks whose earnings prospects may not be fully priced in, the pan-EuropeanStoxx 600has climbed to record highs despite much of the continent battling a third wave of Covid-19.</p><p><blockquote>自从<i>巴伦</i>尽管欧洲大陆大部分地区正在与第三波新冠肺炎 (Covid-19) 作斗争，但泛欧斯托克 600 指数上次筛选的欧洲股票的盈利前景可能无法完全定价，但该指数已攀升至历史新高。</blockquote></p><p> The index is now up more than 10% year-to-date but there are signs that more gains could be ahead, with Europe’s economic recoveryyet to really get going. Initiallyslow vaccination rolloutsin many European countries are starting to gather pace, and the U.K. notably reopened large parts of the economy earlier this month.</p><p><blockquote>今年迄今为止，该指数已上涨 10% 以上，但有迹象表明，随着欧洲经济复苏的真正开始，未来可能会有更多涨幅。最初缓慢的疫苗接种推广在许多欧洲国家开始加快步伐，特别是英国本月早些时候重新开放了大部分经济。</blockquote></p><p> Barclays’ European equity strategists devised a stock screen designed to find companies whose share price was lagging behind its earnings estimates. Their method screened for Stoxx 600 companies currently trading at least 5% below their levels at the end of 2019 and whose 2021 earnings per share, or EPS, estimates were above their pre-Covid 2019 EPS.</p><p><blockquote>巴克莱的欧洲股票策略师设计了一个股票筛选系统，旨在找出股价落后于盈利预期的公司。他们的方法筛选了斯托克 600 指数公司，这些公司目前的交易价格比 2019 年底的水平低至少 5%，并且 2021 年每股收益 (EPS) 的预期高于新冠疫情前的 2019 年每股收益。</blockquote></p><p> “On this basis, consensus numbers suggest that the better earnings growth prospects of these stocks are not fully priced in, implying potentially attractive risk-reward ,” head of European equity strategy Emmanuel Cau said.</p><p><blockquote>“欧洲股票策略主管伊曼纽尔-考（Emmanuel Cau）说：”在此基础上，共识数据表明，这些股票较好的盈利增长前景并未得到充分考虑，这意味着风险回报可能具有吸引力。</blockquote></p><p> Following a similar approach,<i>Barron’s</i>screened the Stoxx 600 for stocks trading more than 10% below their levels at the end of 2019 and filtered for companies that trade for no more than 20 times forward earnings estimates. The screen used FactSet consensus estimates instead of Barclays consensus estimates. The companies must also have a market capitalization above $10 billion.</p><p><blockquote>按照类似的方法，<i>巴伦</i>筛选斯托克 600 指数中交易价格比 2019 年底水平低 10% 以上的股票，并筛选交易价格不超过预期收益 20 倍的公司。屏幕使用FactSet共识估计，而不是Barclays共识估计。这些公司的市值还必须超过 100 亿美元。</blockquote></p><p> An earlier version of this screen at the end of Februarycontained 37 European companieswhose shares were more than 10% lower than their end-2019 levels.</p><p><blockquote>2 月底该屏幕的早期版本包含 37 家欧洲公司，其股价比 2019 年底的水平低 10% 以上。</blockquote></p><p> Since then, the index has jumped 6.8%, hitting record highs earlier this month. As a result the number of stocks in the screen dropped to 25 at the end of March and remains at 25 this time, with many departures down to rising share prices. However, there are still a number of stocks out there sitting below their 2019 levels but set to beat 2019 earnings this year—implying room for them to grow in the months ahead.</p><p><blockquote>此后，该指数上涨了6.8%，本月早些时候创下历史新高。结果，屏幕上的股票数量在 3 月底降至 25 只，此次仍保持在 25 只，许多股票因股价上涨而离职。然而，仍有许多股票低于 2019 年的水平，但今年的收益将超过 2019 年，这意味着它们在未来几个月还有增长空间。</blockquote></p><p> Stocks Lagging EstimatesCompanies in the Stoxx 600 whose stock currently trade 10% or more below end-2019 levels but with 2021 earnings estimates above those of 2019, with a P/E ratio under 20.</p><p><blockquote>落后于预期的股票斯托克 600 指数中的公司，其股票交易目前比 2019 年底水平低 10% 或以上，但 2021 年盈利预期高于 2019 年，市盈率低于 20。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/62565546aefb0d11006e4b97a5746aea\" tg-width=\"930\" tg-height=\"736\"><img src=\"https://static.tigerbbs.com/b281e399475bb5ee78464c4d57b43c14\" tg-width=\"932\" tg-height=\"706\"></p><p><blockquote></blockquote></p><p> Four stocks have exited the screen: French telecoms companyOrange,insurance firmAxa,French defense groupThalesand Swiss-based Coke bottlerCoca-Cola HBC.&nbsp;Axa, Coca-Cola HBC and Thales have all seen their share prices rise in the past month, leading to their exit. Orange stock still remains 21% lower than it was at the end of 2019, but the telecoms giant’s 2021 EPS estimate has fallen in recent weeks, and is now expected to be flat compared to 2019.</p><p><blockquote>四只股票已经退出屏幕：法国电信公司Yorange、保险公司Maxa、法国防务集团泰勒斯和瑞士可口可乐HBC。安盛、可口可乐HBC和泰勒斯的股价在过去一个月都上涨，导致它们退出。Orange 的股价仍比 2019 年底低 21%，但这家电信巨头对 2021 年每股收益的预期在最近几周有所下降，目前预计与 2019 年持平。</blockquote></p><p> Four companies have entered the screen: French insurerCNP Assurances,Swedish telecoms companyTelia,Swiss bankCredit Suisseand Norwegian oil-and-gas producerAker BP.Shares in both CNP and Telia have slipped over the past month to more than 10% lower than their end-2019 levels. Credit Suisse features because analysts now forecast the bank’s 2021 EPS to beat that of 2019, while Aker BP’s market value has risen above $10 billion for its first inclusion in the screen.</p><p><blockquote>四家公司进入了屏幕：法国保险公司CNP Assurances、瑞典电信公司Telia、瑞士银行瑞士信贷和挪威石油和天然气生产商Aker BP。过去一个月，CNP 和 Telia 的股价均较 2019 年底水平下跌 10% 以上。瑞士信贷之所以成为特色，是因为分析师现在预测该银行 2021 年的每股收益将超过 2019 年，而阿克英国石油公司 (Aker BP) 的市值已升至 100 亿美元以上，这是其首次入选银幕。</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>25 Undervalued Stocks with Earnings Set to Beat Pre-Covid Levels in 2021<blockquote>25只被低估的股票，其盈利将在2021年超过新冠疫情前的水平</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\">\n25 Undervalued Stocks with Earnings Set to Beat Pre-Covid Levels in 2021<blockquote>25只被低估的股票，其盈利将在2021年超过新冠疫情前的水平</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-04-29 16:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Since<i>Barron’s</i>last screened for European stocks whose earnings prospects may not be fully priced in, the pan-EuropeanStoxx 600has climbed to record highs despite much of the continent battling a third wave of Covid-19.</p><p><blockquote>自从<i>巴伦</i>尽管欧洲大陆大部分地区正在与第三波新冠肺炎 (Covid-19) 作斗争，但泛欧斯托克 600 指数上次筛选的欧洲股票的盈利前景可能无法完全定价，但该指数已攀升至历史新高。</blockquote></p><p> The index is now up more than 10% year-to-date but there are signs that more gains could be ahead, with Europe’s economic recoveryyet to really get going. Initiallyslow vaccination rolloutsin many European countries are starting to gather pace, and the U.K. notably reopened large parts of the economy earlier this month.</p><p><blockquote>今年迄今为止，该指数已上涨 10% 以上，但有迹象表明，随着欧洲经济复苏的真正开始，未来可能会有更多涨幅。最初缓慢的疫苗接种推广在许多欧洲国家开始加快步伐，特别是英国本月早些时候重新开放了大部分经济。</blockquote></p><p> Barclays’ European equity strategists devised a stock screen designed to find companies whose share price was lagging behind its earnings estimates. Their method screened for Stoxx 600 companies currently trading at least 5% below their levels at the end of 2019 and whose 2021 earnings per share, or EPS, estimates were above their pre-Covid 2019 EPS.</p><p><blockquote>巴克莱的欧洲股票策略师设计了一个股票筛选系统，旨在找出股价落后于盈利预期的公司。他们的方法筛选了斯托克 600 指数公司，这些公司目前的交易价格比 2019 年底的水平低至少 5%，并且 2021 年每股收益 (EPS) 的预期高于新冠疫情前的 2019 年每股收益。</blockquote></p><p> “On this basis, consensus numbers suggest that the better earnings growth prospects of these stocks are not fully priced in, implying potentially attractive risk-reward ,” head of European equity strategy Emmanuel Cau said.</p><p><blockquote>“欧洲股票策略主管伊曼纽尔-考（Emmanuel Cau）说：”在此基础上，共识数据表明，这些股票较好的盈利增长前景并未得到充分考虑，这意味着风险回报可能具有吸引力。</blockquote></p><p> Following a similar approach,<i>Barron’s</i>screened the Stoxx 600 for stocks trading more than 10% below their levels at the end of 2019 and filtered for companies that trade for no more than 20 times forward earnings estimates. The screen used FactSet consensus estimates instead of Barclays consensus estimates. The companies must also have a market capitalization above $10 billion.</p><p><blockquote>按照类似的方法，<i>巴伦</i>筛选斯托克 600 指数中交易价格比 2019 年底水平低 10% 以上的股票，并筛选交易价格不超过预期收益 20 倍的公司。屏幕使用FactSet共识估计，而不是Barclays共识估计。这些公司的市值还必须超过 100 亿美元。</blockquote></p><p> An earlier version of this screen at the end of Februarycontained 37 European companieswhose shares were more than 10% lower than their end-2019 levels.</p><p><blockquote>2 月底该屏幕的早期版本包含 37 家欧洲公司，其股价比 2019 年底的水平低 10% 以上。</blockquote></p><p> Since then, the index has jumped 6.8%, hitting record highs earlier this month. As a result the number of stocks in the screen dropped to 25 at the end of March and remains at 25 this time, with many departures down to rising share prices. However, there are still a number of stocks out there sitting below their 2019 levels but set to beat 2019 earnings this year—implying room for them to grow in the months ahead.</p><p><blockquote>此后，该指数上涨了6.8%，本月早些时候创下历史新高。结果，屏幕上的股票数量在 3 月底降至 25 只，此次仍保持在 25 只，许多股票因股价上涨而离职。然而，仍有许多股票低于 2019 年的水平，但今年的收益将超过 2019 年，这意味着它们在未来几个月还有增长空间。</blockquote></p><p> Stocks Lagging EstimatesCompanies in the Stoxx 600 whose stock currently trade 10% or more below end-2019 levels but with 2021 earnings estimates above those of 2019, with a P/E ratio under 20.</p><p><blockquote>落后于预期的股票斯托克 600 指数中的公司，其股票交易目前比 2019 年底水平低 10% 或以上，但 2021 年盈利预期高于 2019 年，市盈率低于 20。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/62565546aefb0d11006e4b97a5746aea\" tg-width=\"930\" tg-height=\"736\"><img src=\"https://static.tigerbbs.com/b281e399475bb5ee78464c4d57b43c14\" tg-width=\"932\" tg-height=\"706\"></p><p><blockquote></blockquote></p><p> Four stocks have exited the screen: French telecoms companyOrange,insurance firmAxa,French defense groupThalesand Swiss-based Coke bottlerCoca-Cola HBC.&nbsp;Axa, Coca-Cola HBC and Thales have all seen their share prices rise in the past month, leading to their exit. Orange stock still remains 21% lower than it was at the end of 2019, but the telecoms giant’s 2021 EPS estimate has fallen in recent weeks, and is now expected to be flat compared to 2019.</p><p><blockquote>四只股票已经退出屏幕：法国电信公司Yorange、保险公司Maxa、法国防务集团泰勒斯和瑞士可口可乐HBC。安盛、可口可乐HBC和泰勒斯的股价在过去一个月都上涨，导致它们退出。Orange 的股价仍比 2019 年底低 21%，但这家电信巨头对 2021 年每股收益的预期在最近几周有所下降，目前预计与 2019 年持平。</blockquote></p><p> Four companies have entered the screen: French insurerCNP Assurances,Swedish telecoms companyTelia,Swiss bankCredit Suisseand Norwegian oil-and-gas producerAker BP.Shares in both CNP and Telia have slipped over the past month to more than 10% lower than their end-2019 levels. Credit Suisse features because analysts now forecast the bank’s 2021 EPS to beat that of 2019, while Aker BP’s market value has risen above $10 billion for its first inclusion in the screen.</p><p><blockquote>四家公司进入了屏幕：法国保险公司CNP Assurances、瑞典电信公司Telia、瑞士银行瑞士信贷和挪威石油和天然气生产商Aker BP。过去一个月，CNP 和 Telia 的股价均较 2019 年底水平下跌 10% 以上。瑞士信贷之所以成为特色，是因为分析师现在预测该银行 2021 年的每股收益将超过 2019 年，而阿克英国石油公司 (Aker BP) 的市值已升至 100 亿美元以上，这是其首次入选银幕。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/articles/25-undervalued-stocks-with-earnings-set-to-beat-pre-covid-levels-in-2021-51619641093?mod=mw_latestnews\">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":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/articles/25-undervalued-stocks-with-earnings-set-to-beat-pre-covid-levels-in-2021-51619641093?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161815718","content_text":"SinceBarron’slast screened for European stocks whose earnings prospects may not be fully priced in, the pan-EuropeanStoxx 600has climbed to record highs despite much of the continent battling a third wave of Covid-19.\nThe index is now up more than 10% year-to-date but there are signs that more gains could be ahead, with Europe’s economic recoveryyet to really get going. Initiallyslow vaccination rolloutsin many European countries are starting to gather pace, and the U.K. notably reopened large parts of the economy earlier this month.\nBarclays’ European equity strategists devised a stock screen designed to find companies whose share price was lagging behind its earnings estimates. Their method screened for Stoxx 600 companies currently trading at least 5% below their levels at the end of 2019 and whose 2021 earnings per share, or EPS, estimates were above their pre-Covid 2019 EPS.\n“On this basis, consensus numbers suggest that the better earnings growth prospects of these stocks are not fully priced in, implying potentially attractive risk-reward ,” head of European equity strategy Emmanuel Cau said.\nFollowing a similar approach,Barron’sscreened the Stoxx 600 for stocks trading more than 10% below their levels at the end of 2019 and filtered for companies that trade for no more than 20 times forward earnings estimates. The screen used FactSet consensus estimates instead of Barclays consensus estimates. The companies must also have a market capitalization above $10 billion.\nAn earlier version of this screen at the end of Februarycontained 37 European companieswhose shares were more than 10% lower than their end-2019 levels.\nSince then, the index has jumped 6.8%, hitting record highs earlier this month. As a result the number of stocks in the screen dropped to 25 at the end of March and remains at 25 this time, with many departures down to rising share prices. However, there are still a number of stocks out there sitting below their 2019 levels but set to beat 2019 earnings this year—implying room for them to grow in the months ahead.\nStocks Lagging EstimatesCompanies in the Stoxx 600 whose stock currently trade 10% or more below end-2019 levels but with 2021 earnings estimates above those of 2019, with a P/E ratio under 20.\n\nFour stocks have exited the screen: French telecoms companyOrange,insurance firmAxa,French defense groupThalesand Swiss-based Coke bottlerCoca-Cola HBC. Axa, Coca-Cola HBC and Thales have all seen their share prices rise in the past month, leading to their exit. Orange stock still remains 21% lower than it was at the end of 2019, but the telecoms giant’s 2021 EPS estimate has fallen in recent weeks, and is now expected to be flat compared to 2019.\nFour companies have entered the screen: French insurerCNP Assurances,Swedish telecoms companyTelia,Swiss bankCredit Suisseand Norwegian oil-and-gas producerAker BP.Shares in both CNP and Telia have slipped over the past month to more than 10% lower than their end-2019 levels. Credit Suisse features because analysts now forecast the bank’s 2021 EPS to beat that of 2019, while Aker BP’s market value has risen above $10 billion for its first inclusion in the screen.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109686522,"gmtCreate":1619691221266,"gmtModify":1634210698523,"author":{"id":"3569026075543071","authorId":"3569026075543071","name":"nch777","avatar":"https://static.tigerbbs.com/1a55540cb103b2890f43ffcb3394b67d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569026075543071","idStr":"3569026075543071"},"themes":[],"title":"","htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109686522","repostId":"1169393759","repostType":4,"isVote":1,"tweetType":1,"viewCount":1932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374541676,"gmtCreate":1619468916395,"gmtModify":1634273277467,"author":{"id":"3569026075543071","authorId":"3569026075543071","name":"nch777","avatar":"https://static.tigerbbs.com/1a55540cb103b2890f43ffcb3394b67d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569026075543071","idStr":"3569026075543071"},"themes":[],"title":"","htmlText":"Buy or?","listText":"Buy or?","text":"Buy or?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374541676","repostId":"1178642470","repostType":4,"repost":{"id":"1178642470","kind":"news","pubTimestamp":1619446168,"share":"https://www.laohu8.com/m/news/1178642470?lang=zh_CN&edition=full","pubTime":"2021-04-26 22:09","market":"us","language":"en","title":"AMD vs. Taiwan Semiconductor Manufacturing<blockquote>AMD 对阵台积电</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178642470","media":"Motley Fool","summary":"Aftereffects from the U.S.-China trade war and a boom in demand for tech hardware in the wake of the","content":"<p>Aftereffects from the U.S.-China trade war and a boom in demand for tech hardware in the wake of the pandemic last year have semiconductor stocks flying high. Chip manufacturers can't keep up at the moment, and a global chip shortage is looking likely for at least the remainder of 2021.</p><p><blockquote>中美贸易战的余波以及去年疫情后科技硬件需求的激增，导致半导体股飙升。芯片制造商目前无法跟上步伐，全球芯片短缺预计至少会持续到 2021 年剩余时间。</blockquote></p><p> Two top plays on the industry are<b>Advanced Micro Devices</b>(NASDAQ:AMD)and<b>Taiwan Semiconductor Manufacturing</b>(NYSE:TSM), but one looks like a better buy right now.</p><p><blockquote>业内两大顶级游戏是<b>先进微器件</b>（纳斯达克股票代码：AMD）和<b>台积电</b>（纽约证券交易所股票代码：TSM），但现在看起来更值得买入。</blockquote></p><p> One of these chip companies is not like the others</p><p><blockquote>其中一家芯片公司与其他公司不同</blockquote></p><p> Why compare these two stocks? Many investors might forget that AMDspun off its fabrication business, GlobalFoundries, over a decade ago. AMD is one of many chip research and design companies. When it comes to actual manufacturing, it taps a company like GlobalFoundries or TSMC to fabricate its chip creations. AMD and TSMC are thus two different ways to invest in the same trend.</p><p><blockquote>为什么要比较这两只股票？许多投资者可能忘记了 AMD 十多年前剥离了其制造业务 GlobalFoundries。AMD是众多芯片研发设计公司之一。当谈到实际制造时，它选择像GlobalFoundries或台积电这样的公司来制造其芯片。因此，AMD和台积电是投资同一趋势的两种不同方式。</blockquote></p><p> There's another key difference: AMD is a small scrappy company competing against giants like<b>Intel</b>&nbsp;and<b>NVIDIA</b>. It's been successfully scooping up market share in recent years -- especially against \"chipzilla\" Intel -- and has enjoyed rising profit margins as a result. AMD'spending acquisition of<b>Xilinx</b>looks to build on this trend.</p><p><blockquote>还有另一个关键区别：AMD 是一家竞争激烈的小公司，与巨头竞争，例如<b>英特尔</b>和<b>英伟达</b>.近年来，它成功地抢占了市场份额——尤其是与“芯片巨头”英特尔的竞争——并因此享有不断上升的利润率。AMD支出收购<b>赛灵思</b>希望在这一趋势的基础上继续发展。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/41e881952caa964f0a3891c5b34b67c6\" tg-width=\"720\" tg-height=\"449\"></p><p><blockquote></blockquote></p><p> By contrast, TSMC is an industry juggernaut. It passed up Intel a couple of years ago and is now the largest chip fab in the world -- by a wide margin. The company claims its $45.6 billion in sales in 2020 gives it some 57% global market share of the chip manufacturing market. TSMC has been able to claim this dominant role in worldwide chip fab and distribution due to its advanced manufacturing tech. Its fabs handle the smallest and most powerful semiconductors around powering trends like AI and 5G. It's also a highly profitable company (though profit margins fluctuate as manufacturing supply and demand ebbs and flows) and pays a dividend that currently yields 1.5% a year.</p><p><blockquote>相比之下，台积电是行业巨头。几年前，它超越了英特尔，现在是世界上最大的芯片工厂——遥遥领先。该公司声称，2020 年其 456 亿美元的销售额使其在芯片制造市场占据了约 57% 的全球市场份额。由于其先进的制造技术，台积电能够在全球芯片制造和分销中占据主导地位。它的晶圆厂围绕人工智能和5G等趋势处理最小和最强大的半导体。它也是一家高利润公司（尽管利润率会随着制造供需的波动而波动），并支付目前每年收益率为 1.5% 的股息。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2c1fe5cc4f841c873e12d343eeb6c2c7\" tg-width=\"720\" tg-height=\"449\"></p><p><blockquote></blockquote></p><p> Put another way, AMD (which doesn't dole out a dividend) is more of a high-growth stock, while TSMC is a slower-growth company (relatively speaking) with a more stable business and a dividend payment. That alone might help you decide which is the better long-term stock for you -- one with high growth potential (but that is more volatile) versus a dividend-paying business.</p><p><blockquote>换句话说，AMD（不派发股息）更像是一只高增长股票，而台积电（相对而言）是一家增长较慢的公司，业务和股息支付更稳定。仅此一点就可以帮助您决定哪只股票更适合您——具有高增长潜力（但波动性更大）的股票与支付股息的企业。</blockquote></p><p> The better chip deal of the moment</p><p><blockquote>目前更好的筹码交易</blockquote></p><p> Nevertheless, there's more to the story here that might affect your decision, and it has to do with the aforementioned AMD takeover of Xilinx. At 57 times trailing-12-month free cash flow and 25 times one-year forward expected earnings, TSMC has a premium price tag for a company with slower growth potential. Granted, the company's outlook for 26% year-over-year sales growth in the second quarter of 2021 is nothing to balk at. But lofty expectations are priced into the current share price (and TSMC stock price is up over 120% in the last 12 months).</p><p><blockquote>然而，这里的故事还有更多可能会影响你的决定，这与前面提到的AMD收购Xilinx有关。台积电过去 12 个月的自由现金流是 57 倍，未来一年的预期收益是 25 倍，对于一家增长潜力较慢的公司来说，它具有溢价标签。诚然，该公司2021年第二季度销售额同比增长26%的前景是没有什么可犹豫的。但很高的期望已经反映在当前的股价中（台积电股价在过去12个月中上涨了120%以上）。</blockquote></p><p> By contrast, AMD share prices have basically flatlined since late last summer and are up \"only\" 50% in the last year. It's a more \"expensive\" stock at 124 times trailing-12-month free cash flow, but just 31 times one-year forward expected earnings. Good things are expected here after the highly profitable Xilinx is added to the fold. Xilinx has hauled in nearly $3.1 billion in revenue over the last year, which will boost AMD's overall sales by a third. But even without Xilinx, AMD management said it expects its first-quarter 2021 sales to surge about 79% year over year as it picks up more share of the PC and data center design markets.</p><p><blockquote>相比之下，AMD 的股价自去年夏末以来基本持平，去年“仅”上涨了 50%。这是一只更“昂贵”的股票，过去 12 个月自由现金流是 124 倍，但一年预期收益仅为 31 倍。高利润的赛灵思加入后，预计会有好事发生。赛灵思去年带来了近31亿美元的收入，这将使AMD的整体销售额增长三分之一。但即使没有赛灵思，AMD 管理层表示，随着其在 PC 和数据中心设计市场占据更多份额，预计 2021 年第一季度销售额将同比增长约 79%。</blockquote></p><p> The result? AMD actually looks pretty cheap as the Xilinx acquisition still doesn't appear to be fully reflected in the current share price. Over the long term, I think AMD stock will be a wilder ride than Taiwan Semiconductor, but there's lots of growth potential here. Thanks to the chip supply shortage,semiconductorsare a hot investment theme -- and AMD looks like a great pick right now.</p><p><blockquote>结果？AMD 实际上看起来相当便宜，因为对赛灵思的收购似乎仍未充分反映在当前的股价中。从长远来看，我认为 AMD 股票将比台积电股票更加疯狂，但这里有很大的增长潜力。由于芯片供应短缺，半导体成为热门投资主题，而 AMD 目前看起来是一个不错的选择。</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>AMD vs. Taiwan Semiconductor Manufacturing<blockquote>AMD 对阵台积电</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD vs. Taiwan Semiconductor Manufacturing<blockquote>AMD 对阵台积电</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-04-26 22:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Aftereffects from the U.S.-China trade war and a boom in demand for tech hardware in the wake of the pandemic last year have semiconductor stocks flying high. Chip manufacturers can't keep up at the moment, and a global chip shortage is looking likely for at least the remainder of 2021.</p><p><blockquote>中美贸易战的余波以及去年疫情后科技硬件需求的激增，导致半导体股飙升。芯片制造商目前无法跟上步伐，全球芯片短缺预计至少会持续到 2021 年剩余时间。</blockquote></p><p> Two top plays on the industry are<b>Advanced Micro Devices</b>(NASDAQ:AMD)and<b>Taiwan Semiconductor Manufacturing</b>(NYSE:TSM), but one looks like a better buy right now.</p><p><blockquote>业内两大顶级游戏是<b>先进微器件</b>（纳斯达克股票代码：AMD）和<b>台积电</b>（纽约证券交易所股票代码：TSM），但现在看起来更值得买入。</blockquote></p><p> One of these chip companies is not like the others</p><p><blockquote>其中一家芯片公司与其他公司不同</blockquote></p><p> Why compare these two stocks? Many investors might forget that AMDspun off its fabrication business, GlobalFoundries, over a decade ago. AMD is one of many chip research and design companies. When it comes to actual manufacturing, it taps a company like GlobalFoundries or TSMC to fabricate its chip creations. AMD and TSMC are thus two different ways to invest in the same trend.</p><p><blockquote>为什么要比较这两只股票？许多投资者可能忘记了 AMD 十多年前剥离了其制造业务 GlobalFoundries。AMD是众多芯片研发设计公司之一。当谈到实际制造时，它选择像GlobalFoundries或台积电这样的公司来制造其芯片。因此，AMD和台积电是投资同一趋势的两种不同方式。</blockquote></p><p> There's another key difference: AMD is a small scrappy company competing against giants like<b>Intel</b>&nbsp;and<b>NVIDIA</b>. It's been successfully scooping up market share in recent years -- especially against \"chipzilla\" Intel -- and has enjoyed rising profit margins as a result. AMD'spending acquisition of<b>Xilinx</b>looks to build on this trend.</p><p><blockquote>还有另一个关键区别：AMD 是一家竞争激烈的小公司，与巨头竞争，例如<b>英特尔</b>和<b>英伟达</b>.近年来，它成功地抢占了市场份额——尤其是与“芯片巨头”英特尔的竞争——并因此享有不断上升的利润率。AMD支出收购<b>赛灵思</b>希望在这一趋势的基础上继续发展。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/41e881952caa964f0a3891c5b34b67c6\" tg-width=\"720\" tg-height=\"449\"></p><p><blockquote></blockquote></p><p> By contrast, TSMC is an industry juggernaut. It passed up Intel a couple of years ago and is now the largest chip fab in the world -- by a wide margin. The company claims its $45.6 billion in sales in 2020 gives it some 57% global market share of the chip manufacturing market. TSMC has been able to claim this dominant role in worldwide chip fab and distribution due to its advanced manufacturing tech. Its fabs handle the smallest and most powerful semiconductors around powering trends like AI and 5G. It's also a highly profitable company (though profit margins fluctuate as manufacturing supply and demand ebbs and flows) and pays a dividend that currently yields 1.5% a year.</p><p><blockquote>相比之下，台积电是行业巨头。几年前，它超越了英特尔，现在是世界上最大的芯片工厂——遥遥领先。该公司声称，2020 年其 456 亿美元的销售额使其在芯片制造市场占据了约 57% 的全球市场份额。由于其先进的制造技术，台积电能够在全球芯片制造和分销中占据主导地位。它的晶圆厂围绕人工智能和5G等趋势处理最小和最强大的半导体。它也是一家高利润公司（尽管利润率会随着制造供需的波动而波动），并支付目前每年收益率为 1.5% 的股息。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2c1fe5cc4f841c873e12d343eeb6c2c7\" tg-width=\"720\" tg-height=\"449\"></p><p><blockquote></blockquote></p><p> Put another way, AMD (which doesn't dole out a dividend) is more of a high-growth stock, while TSMC is a slower-growth company (relatively speaking) with a more stable business and a dividend payment. That alone might help you decide which is the better long-term stock for you -- one with high growth potential (but that is more volatile) versus a dividend-paying business.</p><p><blockquote>换句话说，AMD（不派发股息）更像是一只高增长股票，而台积电（相对而言）是一家增长较慢的公司，业务和股息支付更稳定。仅此一点就可以帮助您决定哪只股票更适合您——具有高增长潜力（但波动性更大）的股票与支付股息的企业。</blockquote></p><p> The better chip deal of the moment</p><p><blockquote>目前更好的筹码交易</blockquote></p><p> Nevertheless, there's more to the story here that might affect your decision, and it has to do with the aforementioned AMD takeover of Xilinx. At 57 times trailing-12-month free cash flow and 25 times one-year forward expected earnings, TSMC has a premium price tag for a company with slower growth potential. Granted, the company's outlook for 26% year-over-year sales growth in the second quarter of 2021 is nothing to balk at. But lofty expectations are priced into the current share price (and TSMC stock price is up over 120% in the last 12 months).</p><p><blockquote>然而，这里的故事还有更多可能会影响你的决定，这与前面提到的AMD收购Xilinx有关。台积电过去 12 个月的自由现金流是 57 倍，未来一年的预期收益是 25 倍，对于一家增长潜力较慢的公司来说，它具有溢价标签。诚然，该公司2021年第二季度销售额同比增长26%的前景是没有什么可犹豫的。但很高的期望已经反映在当前的股价中（台积电股价在过去12个月中上涨了120%以上）。</blockquote></p><p> By contrast, AMD share prices have basically flatlined since late last summer and are up \"only\" 50% in the last year. It's a more \"expensive\" stock at 124 times trailing-12-month free cash flow, but just 31 times one-year forward expected earnings. Good things are expected here after the highly profitable Xilinx is added to the fold. Xilinx has hauled in nearly $3.1 billion in revenue over the last year, which will boost AMD's overall sales by a third. But even without Xilinx, AMD management said it expects its first-quarter 2021 sales to surge about 79% year over year as it picks up more share of the PC and data center design markets.</p><p><blockquote>相比之下，AMD 的股价自去年夏末以来基本持平，去年“仅”上涨了 50%。这是一只更“昂贵”的股票，过去 12 个月自由现金流是 124 倍，但一年预期收益仅为 31 倍。高利润的赛灵思加入后，预计会有好事发生。赛灵思去年带来了近31亿美元的收入，这将使AMD的整体销售额增长三分之一。但即使没有赛灵思，AMD 管理层表示，随着其在 PC 和数据中心设计市场占据更多份额，预计 2021 年第一季度销售额将同比增长约 79%。</blockquote></p><p> The result? AMD actually looks pretty cheap as the Xilinx acquisition still doesn't appear to be fully reflected in the current share price. Over the long term, I think AMD stock will be a wilder ride than Taiwan Semiconductor, but there's lots of growth potential here. Thanks to the chip supply shortage,semiconductorsare a hot investment theme -- and AMD looks like a great pick right now.</p><p><blockquote>结果？AMD 实际上看起来相当便宜，因为对赛灵思的收购似乎仍未充分反映在当前的股价中。从长远来看，我认为 AMD 股票将比台积电股票更加疯狂，但这里有很大的增长潜力。由于芯片供应短缺，半导体成为热门投资主题，而 AMD 目前看起来是一个不错的选择。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/04/26/better-buy-amd-vs-taiwan-semiconductor-manufacturi/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","TSM":"台积电"},"source_url":"https://www.fool.com/investing/2021/04/26/better-buy-amd-vs-taiwan-semiconductor-manufacturi/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178642470","content_text":"Aftereffects from the U.S.-China trade war and a boom in demand for tech hardware in the wake of the pandemic last year have semiconductor stocks flying high. Chip manufacturers can't keep up at the moment, and a global chip shortage is looking likely for at least the remainder of 2021.\nTwo top plays on the industry areAdvanced Micro Devices(NASDAQ:AMD)andTaiwan Semiconductor Manufacturing(NYSE:TSM), but one looks like a better buy right now.\nOne of these chip companies is not like the others\nWhy compare these two stocks? Many investors might forget that AMDspun off its fabrication business, GlobalFoundries, over a decade ago. AMD is one of many chip research and design companies. When it comes to actual manufacturing, it taps a company like GlobalFoundries or TSMC to fabricate its chip creations. AMD and TSMC are thus two different ways to invest in the same trend.\nThere's another key difference: AMD is a small scrappy company competing against giants likeIntel andNVIDIA. It's been successfully scooping up market share in recent years -- especially against \"chipzilla\" Intel -- and has enjoyed rising profit margins as a result. AMD'spending acquisition ofXilinxlooks to build on this trend.\n\nBy contrast, TSMC is an industry juggernaut. It passed up Intel a couple of years ago and is now the largest chip fab in the world -- by a wide margin. The company claims its $45.6 billion in sales in 2020 gives it some 57% global market share of the chip manufacturing market. TSMC has been able to claim this dominant role in worldwide chip fab and distribution due to its advanced manufacturing tech. Its fabs handle the smallest and most powerful semiconductors around powering trends like AI and 5G. It's also a highly profitable company (though profit margins fluctuate as manufacturing supply and demand ebbs and flows) and pays a dividend that currently yields 1.5% a year.\n\nPut another way, AMD (which doesn't dole out a dividend) is more of a high-growth stock, while TSMC is a slower-growth company (relatively speaking) with a more stable business and a dividend payment. That alone might help you decide which is the better long-term stock for you -- one with high growth potential (but that is more volatile) versus a dividend-paying business.\nThe better chip deal of the moment\nNevertheless, there's more to the story here that might affect your decision, and it has to do with the aforementioned AMD takeover of Xilinx. At 57 times trailing-12-month free cash flow and 25 times one-year forward expected earnings, TSMC has a premium price tag for a company with slower growth potential. Granted, the company's outlook for 26% year-over-year sales growth in the second quarter of 2021 is nothing to balk at. But lofty expectations are priced into the current share price (and TSMC stock price is up over 120% in the last 12 months).\nBy contrast, AMD share prices have basically flatlined since late last summer and are up \"only\" 50% in the last year. It's a more \"expensive\" stock at 124 times trailing-12-month free cash flow, but just 31 times one-year forward expected earnings. Good things are expected here after the highly profitable Xilinx is added to the fold. Xilinx has hauled in nearly $3.1 billion in revenue over the last year, which will boost AMD's overall sales by a third. But even without Xilinx, AMD management said it expects its first-quarter 2021 sales to surge about 79% year over year as it picks up more share of the PC and data center design markets.\nThe result? AMD actually looks pretty cheap as the Xilinx acquisition still doesn't appear to be fully reflected in the current share price. Over the long term, I think AMD stock will be a wilder ride than Taiwan Semiconductor, but there's lots of growth potential here. Thanks to the chip supply shortage,semiconductorsare a hot investment theme -- and AMD looks like a great pick right now.","news_type":1,"symbols_score_info":{"AMD":0.9,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":2263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374541834,"gmtCreate":1619468877028,"gmtModify":1634273277587,"author":{"id":"3569026075543071","authorId":"3569026075543071","name":"nch777","avatar":"https://static.tigerbbs.com/1a55540cb103b2890f43ffcb3394b67d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569026075543071","idStr":"3569026075543071"},"themes":[],"title":"","htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374541834","repostId":"1119741842","repostType":4,"isVote":1,"tweetType":1,"viewCount":2493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374541999,"gmtCreate":1619468831811,"gmtModify":1634273277706,"author":{"id":"3569026075543071","authorId":"3569026075543071","name":"nch777","avatar":"https://static.tigerbbs.com/1a55540cb103b2890f43ffcb3394b67d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569026075543071","idStr":"3569026075543071"},"themes":[],"title":"","htmlText":"[Smile]&nbsp;[Happy]&nbsp;","listText":"[Smile]&nbsp;[Happy]&nbsp;","text":"[Smile] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374541999","repostId":"1178642470","repostType":4,"repost":{"id":"1178642470","kind":"news","pubTimestamp":1619446168,"share":"https://www.laohu8.com/m/news/1178642470?lang=zh_CN&edition=full","pubTime":"2021-04-26 22:09","market":"us","language":"en","title":"AMD vs. Taiwan Semiconductor Manufacturing<blockquote>AMD 对阵台积电</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178642470","media":"Motley Fool","summary":"Aftereffects from the U.S.-China trade war and a boom in demand for tech hardware in the wake of the","content":"<p>Aftereffects from the U.S.-China trade war and a boom in demand for tech hardware in the wake of the pandemic last year have semiconductor stocks flying high. Chip manufacturers can't keep up at the moment, and a global chip shortage is looking likely for at least the remainder of 2021.</p><p><blockquote>中美贸易战的余波以及去年疫情后科技硬件需求的激增，导致半导体股飙升。芯片制造商目前无法跟上步伐，全球芯片短缺预计至少会持续到 2021 年剩余时间。</blockquote></p><p> Two top plays on the industry are<b>Advanced Micro Devices</b>(NASDAQ:AMD)and<b>Taiwan Semiconductor Manufacturing</b>(NYSE:TSM), but one looks like a better buy right now.</p><p><blockquote>业内两大顶级游戏是<b>先进微器件</b>（纳斯达克股票代码：AMD）和<b>台积电</b>（纽约证券交易所股票代码：TSM），但现在看起来更值得买入。</blockquote></p><p> One of these chip companies is not like the others</p><p><blockquote>其中一家芯片公司与其他公司不同</blockquote></p><p> Why compare these two stocks? Many investors might forget that AMDspun off its fabrication business, GlobalFoundries, over a decade ago. AMD is one of many chip research and design companies. When it comes to actual manufacturing, it taps a company like GlobalFoundries or TSMC to fabricate its chip creations. AMD and TSMC are thus two different ways to invest in the same trend.</p><p><blockquote>为什么要比较这两只股票？许多投资者可能忘记了 AMD 十多年前剥离了其制造业务 GlobalFoundries。AMD是众多芯片研发设计公司之一。当谈到实际制造时，它选择像GlobalFoundries或台积电这样的公司来制造其芯片。因此，AMD和台积电是投资同一趋势的两种不同方式。</blockquote></p><p> There's another key difference: AMD is a small scrappy company competing against giants like<b>Intel</b>&nbsp;and<b>NVIDIA</b>. It's been successfully scooping up market share in recent years -- especially against \"chipzilla\" Intel -- and has enjoyed rising profit margins as a result. AMD'spending acquisition of<b>Xilinx</b>looks to build on this trend.</p><p><blockquote>还有另一个关键区别：AMD 是一家竞争激烈的小公司，与巨头竞争，例如<b>英特尔</b>和<b>英伟达</b>.近年来，它成功地抢占了市场份额——尤其是与“芯片巨头”英特尔的竞争——并因此享有不断上升的利润率。AMD支出收购<b>赛灵思</b>希望在这一趋势的基础上继续发展。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/41e881952caa964f0a3891c5b34b67c6\" tg-width=\"720\" tg-height=\"449\"></p><p><blockquote></blockquote></p><p> By contrast, TSMC is an industry juggernaut. It passed up Intel a couple of years ago and is now the largest chip fab in the world -- by a wide margin. The company claims its $45.6 billion in sales in 2020 gives it some 57% global market share of the chip manufacturing market. TSMC has been able to claim this dominant role in worldwide chip fab and distribution due to its advanced manufacturing tech. Its fabs handle the smallest and most powerful semiconductors around powering trends like AI and 5G. It's also a highly profitable company (though profit margins fluctuate as manufacturing supply and demand ebbs and flows) and pays a dividend that currently yields 1.5% a year.</p><p><blockquote>相比之下，台积电是行业巨头。几年前，它超越了英特尔，现在是世界上最大的芯片工厂——遥遥领先。该公司声称，2020 年其 456 亿美元的销售额使其在芯片制造市场占据了约 57% 的全球市场份额。由于其先进的制造技术，台积电能够在全球芯片制造和分销中占据主导地位。它的晶圆厂围绕人工智能和5G等趋势处理最小和最强大的半导体。它也是一家高利润公司（尽管利润率会随着制造供需的波动而波动），并支付目前每年收益率为 1.5% 的股息。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2c1fe5cc4f841c873e12d343eeb6c2c7\" tg-width=\"720\" tg-height=\"449\"></p><p><blockquote></blockquote></p><p> Put another way, AMD (which doesn't dole out a dividend) is more of a high-growth stock, while TSMC is a slower-growth company (relatively speaking) with a more stable business and a dividend payment. That alone might help you decide which is the better long-term stock for you -- one with high growth potential (but that is more volatile) versus a dividend-paying business.</p><p><blockquote>换句话说，AMD（不派发股息）更像是一只高增长股票，而台积电（相对而言）是一家增长较慢的公司，业务和股息支付更稳定。仅此一点就可以帮助您决定哪只股票更适合您——具有高增长潜力（但波动性更大）的股票与支付股息的企业。</blockquote></p><p> The better chip deal of the moment</p><p><blockquote>目前更好的筹码交易</blockquote></p><p> Nevertheless, there's more to the story here that might affect your decision, and it has to do with the aforementioned AMD takeover of Xilinx. At 57 times trailing-12-month free cash flow and 25 times one-year forward expected earnings, TSMC has a premium price tag for a company with slower growth potential. Granted, the company's outlook for 26% year-over-year sales growth in the second quarter of 2021 is nothing to balk at. But lofty expectations are priced into the current share price (and TSMC stock price is up over 120% in the last 12 months).</p><p><blockquote>然而，这里的故事还有更多可能会影响你的决定，这与前面提到的AMD收购Xilinx有关。台积电过去 12 个月的自由现金流是 57 倍，未来一年的预期收益是 25 倍，对于一家增长潜力较慢的公司来说，它具有溢价标签。诚然，该公司2021年第二季度销售额同比增长26%的前景是没有什么可犹豫的。但很高的期望已经反映在当前的股价中（台积电股价在过去12个月中上涨了120%以上）。</blockquote></p><p> By contrast, AMD share prices have basically flatlined since late last summer and are up \"only\" 50% in the last year. It's a more \"expensive\" stock at 124 times trailing-12-month free cash flow, but just 31 times one-year forward expected earnings. Good things are expected here after the highly profitable Xilinx is added to the fold. Xilinx has hauled in nearly $3.1 billion in revenue over the last year, which will boost AMD's overall sales by a third. But even without Xilinx, AMD management said it expects its first-quarter 2021 sales to surge about 79% year over year as it picks up more share of the PC and data center design markets.</p><p><blockquote>相比之下，AMD 的股价自去年夏末以来基本持平，去年“仅”上涨了 50%。这是一只更“昂贵”的股票，过去 12 个月自由现金流是 124 倍，但一年预期收益仅为 31 倍。高利润的赛灵思加入后，预计会有好事发生。赛灵思去年带来了近31亿美元的收入，这将使AMD的整体销售额增长三分之一。但即使没有赛灵思，AMD 管理层表示，随着其在 PC 和数据中心设计市场占据更多份额，预计 2021 年第一季度销售额将同比增长约 79%。</blockquote></p><p> The result? AMD actually looks pretty cheap as the Xilinx acquisition still doesn't appear to be fully reflected in the current share price. Over the long term, I think AMD stock will be a wilder ride than Taiwan Semiconductor, but there's lots of growth potential here. Thanks to the chip supply shortage,semiconductorsare a hot investment theme -- and AMD looks like a great pick right now.</p><p><blockquote>结果？AMD 实际上看起来相当便宜，因为对赛灵思的收购似乎仍未充分反映在当前的股价中。从长远来看，我认为 AMD 股票将比台积电股票更加疯狂，但这里有很大的增长潜力。由于芯片供应短缺，半导体成为热门投资主题，而 AMD 目前看起来是一个不错的选择。</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>AMD vs. Taiwan Semiconductor Manufacturing<blockquote>AMD 对阵台积电</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD vs. Taiwan Semiconductor Manufacturing<blockquote>AMD 对阵台积电</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-04-26 22:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Aftereffects from the U.S.-China trade war and a boom in demand for tech hardware in the wake of the pandemic last year have semiconductor stocks flying high. Chip manufacturers can't keep up at the moment, and a global chip shortage is looking likely for at least the remainder of 2021.</p><p><blockquote>中美贸易战的余波以及去年疫情后科技硬件需求的激增，导致半导体股飙升。芯片制造商目前无法跟上步伐，全球芯片短缺预计至少会持续到 2021 年剩余时间。</blockquote></p><p> Two top plays on the industry are<b>Advanced Micro Devices</b>(NASDAQ:AMD)and<b>Taiwan Semiconductor Manufacturing</b>(NYSE:TSM), but one looks like a better buy right now.</p><p><blockquote>业内两大顶级游戏是<b>先进微器件</b>（纳斯达克股票代码：AMD）和<b>台积电</b>（纽约证券交易所股票代码：TSM），但现在看起来更值得买入。</blockquote></p><p> One of these chip companies is not like the others</p><p><blockquote>其中一家芯片公司与其他公司不同</blockquote></p><p> Why compare these two stocks? Many investors might forget that AMDspun off its fabrication business, GlobalFoundries, over a decade ago. AMD is one of many chip research and design companies. When it comes to actual manufacturing, it taps a company like GlobalFoundries or TSMC to fabricate its chip creations. AMD and TSMC are thus two different ways to invest in the same trend.</p><p><blockquote>为什么要比较这两只股票？许多投资者可能忘记了 AMD 十多年前剥离了其制造业务 GlobalFoundries。AMD是众多芯片研发设计公司之一。当谈到实际制造时，它选择像GlobalFoundries或台积电这样的公司来制造其芯片。因此，AMD和台积电是投资同一趋势的两种不同方式。</blockquote></p><p> There's another key difference: AMD is a small scrappy company competing against giants like<b>Intel</b>&nbsp;and<b>NVIDIA</b>. It's been successfully scooping up market share in recent years -- especially against \"chipzilla\" Intel -- and has enjoyed rising profit margins as a result. AMD'spending acquisition of<b>Xilinx</b>looks to build on this trend.</p><p><blockquote>还有另一个关键区别：AMD 是一家竞争激烈的小公司，与巨头竞争，例如<b>英特尔</b>和<b>英伟达</b>.近年来，它成功地抢占了市场份额——尤其是与“芯片巨头”英特尔的竞争——并因此享有不断上升的利润率。AMD支出收购<b>赛灵思</b>希望在这一趋势的基础上继续发展。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/41e881952caa964f0a3891c5b34b67c6\" tg-width=\"720\" tg-height=\"449\"></p><p><blockquote></blockquote></p><p> By contrast, TSMC is an industry juggernaut. It passed up Intel a couple of years ago and is now the largest chip fab in the world -- by a wide margin. The company claims its $45.6 billion in sales in 2020 gives it some 57% global market share of the chip manufacturing market. TSMC has been able to claim this dominant role in worldwide chip fab and distribution due to its advanced manufacturing tech. Its fabs handle the smallest and most powerful semiconductors around powering trends like AI and 5G. It's also a highly profitable company (though profit margins fluctuate as manufacturing supply and demand ebbs and flows) and pays a dividend that currently yields 1.5% a year.</p><p><blockquote>相比之下，台积电是行业巨头。几年前，它超越了英特尔，现在是世界上最大的芯片工厂——遥遥领先。该公司声称，2020 年其 456 亿美元的销售额使其在芯片制造市场占据了约 57% 的全球市场份额。由于其先进的制造技术，台积电能够在全球芯片制造和分销中占据主导地位。它的晶圆厂围绕人工智能和5G等趋势处理最小和最强大的半导体。它也是一家高利润公司（尽管利润率会随着制造供需的波动而波动），并支付目前每年收益率为 1.5% 的股息。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2c1fe5cc4f841c873e12d343eeb6c2c7\" tg-width=\"720\" tg-height=\"449\"></p><p><blockquote></blockquote></p><p> Put another way, AMD (which doesn't dole out a dividend) is more of a high-growth stock, while TSMC is a slower-growth company (relatively speaking) with a more stable business and a dividend payment. That alone might help you decide which is the better long-term stock for you -- one with high growth potential (but that is more volatile) versus a dividend-paying business.</p><p><blockquote>换句话说，AMD（不派发股息）更像是一只高增长股票，而台积电（相对而言）是一家增长较慢的公司，业务和股息支付更稳定。仅此一点就可以帮助您决定哪只股票更适合您——具有高增长潜力（但波动性更大）的股票与支付股息的企业。</blockquote></p><p> The better chip deal of the moment</p><p><blockquote>目前更好的筹码交易</blockquote></p><p> Nevertheless, there's more to the story here that might affect your decision, and it has to do with the aforementioned AMD takeover of Xilinx. At 57 times trailing-12-month free cash flow and 25 times one-year forward expected earnings, TSMC has a premium price tag for a company with slower growth potential. Granted, the company's outlook for 26% year-over-year sales growth in the second quarter of 2021 is nothing to balk at. But lofty expectations are priced into the current share price (and TSMC stock price is up over 120% in the last 12 months).</p><p><blockquote>然而，这里的故事还有更多可能会影响你的决定，这与前面提到的AMD收购Xilinx有关。台积电过去 12 个月的自由现金流是 57 倍，未来一年的预期收益是 25 倍，对于一家增长潜力较慢的公司来说，它具有溢价标签。诚然，该公司2021年第二季度销售额同比增长26%的前景是没有什么可犹豫的。但很高的期望已经反映在当前的股价中（台积电股价在过去12个月中上涨了120%以上）。</blockquote></p><p> By contrast, AMD share prices have basically flatlined since late last summer and are up \"only\" 50% in the last year. It's a more \"expensive\" stock at 124 times trailing-12-month free cash flow, but just 31 times one-year forward expected earnings. Good things are expected here after the highly profitable Xilinx is added to the fold. Xilinx has hauled in nearly $3.1 billion in revenue over the last year, which will boost AMD's overall sales by a third. But even without Xilinx, AMD management said it expects its first-quarter 2021 sales to surge about 79% year over year as it picks up more share of the PC and data center design markets.</p><p><blockquote>相比之下，AMD 的股价自去年夏末以来基本持平，去年“仅”上涨了 50%。这是一只更“昂贵”的股票，过去 12 个月自由现金流是 124 倍，但一年预期收益仅为 31 倍。高利润的赛灵思加入后，预计会有好事发生。赛灵思去年带来了近31亿美元的收入，这将使AMD的整体销售额增长三分之一。但即使没有赛灵思，AMD 管理层表示，随着其在 PC 和数据中心设计市场占据更多份额，预计 2021 年第一季度销售额将同比增长约 79%。</blockquote></p><p> The result? AMD actually looks pretty cheap as the Xilinx acquisition still doesn't appear to be fully reflected in the current share price. Over the long term, I think AMD stock will be a wilder ride than Taiwan Semiconductor, but there's lots of growth potential here. Thanks to the chip supply shortage,semiconductorsare a hot investment theme -- and AMD looks like a great pick right now.</p><p><blockquote>结果？AMD 实际上看起来相当便宜，因为对赛灵思的收购似乎仍未充分反映在当前的股价中。从长远来看，我认为 AMD 股票将比台积电股票更加疯狂，但这里有很大的增长潜力。由于芯片供应短缺，半导体成为热门投资主题，而 AMD 目前看起来是一个不错的选择。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/04/26/better-buy-amd-vs-taiwan-semiconductor-manufacturi/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","TSM":"台积电"},"source_url":"https://www.fool.com/investing/2021/04/26/better-buy-amd-vs-taiwan-semiconductor-manufacturi/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178642470","content_text":"Aftereffects from the U.S.-China trade war and a boom in demand for tech hardware in the wake of the pandemic last year have semiconductor stocks flying high. Chip manufacturers can't keep up at the moment, and a global chip shortage is looking likely for at least the remainder of 2021.\nTwo top plays on the industry areAdvanced Micro Devices(NASDAQ:AMD)andTaiwan Semiconductor Manufacturing(NYSE:TSM), but one looks like a better buy right now.\nOne of these chip companies is not like the others\nWhy compare these two stocks? Many investors might forget that AMDspun off its fabrication business, GlobalFoundries, over a decade ago. AMD is one of many chip research and design companies. When it comes to actual manufacturing, it taps a company like GlobalFoundries or TSMC to fabricate its chip creations. AMD and TSMC are thus two different ways to invest in the same trend.\nThere's another key difference: AMD is a small scrappy company competing against giants likeIntel andNVIDIA. It's been successfully scooping up market share in recent years -- especially against \"chipzilla\" Intel -- and has enjoyed rising profit margins as a result. AMD'spending acquisition ofXilinxlooks to build on this trend.\n\nBy contrast, TSMC is an industry juggernaut. It passed up Intel a couple of years ago and is now the largest chip fab in the world -- by a wide margin. The company claims its $45.6 billion in sales in 2020 gives it some 57% global market share of the chip manufacturing market. TSMC has been able to claim this dominant role in worldwide chip fab and distribution due to its advanced manufacturing tech. Its fabs handle the smallest and most powerful semiconductors around powering trends like AI and 5G. It's also a highly profitable company (though profit margins fluctuate as manufacturing supply and demand ebbs and flows) and pays a dividend that currently yields 1.5% a year.\n\nPut another way, AMD (which doesn't dole out a dividend) is more of a high-growth stock, while TSMC is a slower-growth company (relatively speaking) with a more stable business and a dividend payment. That alone might help you decide which is the better long-term stock for you -- one with high growth potential (but that is more volatile) versus a dividend-paying business.\nThe better chip deal of the moment\nNevertheless, there's more to the story here that might affect your decision, and it has to do with the aforementioned AMD takeover of Xilinx. At 57 times trailing-12-month free cash flow and 25 times one-year forward expected earnings, TSMC has a premium price tag for a company with slower growth potential. Granted, the company's outlook for 26% year-over-year sales growth in the second quarter of 2021 is nothing to balk at. But lofty expectations are priced into the current share price (and TSMC stock price is up over 120% in the last 12 months).\nBy contrast, AMD share prices have basically flatlined since late last summer and are up \"only\" 50% in the last year. It's a more \"expensive\" stock at 124 times trailing-12-month free cash flow, but just 31 times one-year forward expected earnings. Good things are expected here after the highly profitable Xilinx is added to the fold. Xilinx has hauled in nearly $3.1 billion in revenue over the last year, which will boost AMD's overall sales by a third. But even without Xilinx, AMD management said it expects its first-quarter 2021 sales to surge about 79% year over year as it picks up more share of the PC and data center design markets.\nThe result? AMD actually looks pretty cheap as the Xilinx acquisition still doesn't appear to be fully reflected in the current share price. Over the long term, I think AMD stock will be a wilder ride than Taiwan Semiconductor, but there's lots of growth potential here. Thanks to the chip supply shortage,semiconductorsare a hot investment theme -- and AMD looks like a great pick right now.","news_type":1,"symbols_score_info":{"AMD":0.9,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":2047,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":false}