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Hodlem
2021-06-23

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Got $1,000? Buy These Hot Growth Stocks Before They Take Off<blockquote>有1000美元吗？在这些热门成长股起飞之前买入它们</blockquote>

The first half of the year hasn't been great for the likes of Cirrus Logic(NASDAQ:CRUS) and Advanced

Got $1,000? Buy These Hot Growth Stocks Before They Take Off<blockquote>有1000美元吗？在这些热门成长股起飞之前买入它们</blockquote>

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Buy These Hot Growth Stocks Before They Take Off<blockquote>有1000美元吗？在这些热门成长股起飞之前买入它们</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1125623159","media":"fool","summary":"The first half of the year hasn't been great for the likes of Cirrus Logic(NASDAQ:CRUS) and Advanced","content":"The first half of the year hasn't been great for the likes of&nbsp;Cirrus Logic(NASDAQ:CRUS)&nbsp;and&nbsp;Advanced Micro Devices(NASDAQ:AMD). Share prices of both companies have headed south so far in 2021.<blockquote>今年上半年对于像卷云逻辑（纳斯达克：CRUS）及先进微设备公司（纳斯达克：AMD）。2021年迄今为止，两家公司的股价均下跌。</blockquote> But that may not be the case forever as Cirrus Logic and AMD are sitting on a bunch of terrific growth drivers that could turn their stock price fortunes around in the second half of the year.<blockquote>但情况可能不会永远如此，因为Cirrus Logic和AMD拥有一系列出色的增长动力，可能会在今年下半年扭转其股价走势。</blockquote> Let's look at the reasons why investors might be wise to put down $1,000 on these two stocks right now.<blockquote>让我们看看为什么投资者现在明智地投资1,000美元购买这两只股票。</blockquote> <img src=\"https://static.tigerbbs.com/a4bfea08060592f98ee04ba258f5c724\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\">AAPLDATA BY YCHARTS<blockquote>AAPL数据来自YCHARTS</blockquote> 1. Cirrus Logic<blockquote>1.Cirrus Logic</blockquote> It is no secret that&nbsp;Apple's(NASDAQ:AAPL)5G-enabled iPhone 12 models have beena huge hitamong customers, sending the smartphone giant's revenue and earnings north ina spectacular manner. Cirrus Logic hasreaped the benefitsof the same as Apple is the chipmaker's largest source of revenue, accounting for 76%&nbsp;of the top line last quarter. The iPhone maker had produced 83% of Cirrus' total revenue in fiscal 2021 that ended in March.<blockquote>这不是什么秘密苹果（纳斯达克股票代码：AAPL）支持5G的iPhone 12机型拥有庞大的黑塔蒙客户，使这家智能手机巨头的收入和盈利以惊人的方式大幅增长。Cirrus Logic也从中受益，因为苹果是该芯片制造商最大的收入来源，占上季度营收的76%。截至3月份的2021财年，这家iPhone制造商的收入占Cirrus总收入的83%。</blockquote> Not surprisingly, Cirrus' top and bottom lines stepped on the gas in the second half of 2020 after showing signs of plateauing earlier last year. The company delivered $780 million&nbsp;in revenue in the second half of fiscal 2021 that ended in March this year, up 19% year over year.<blockquote>毫不奇怪，西锐的营收和利润在去年早些时候出现稳定迹象后，在2020年下半年加速增长。截至今年3月的2021财年下半年，该公司实现收入7.8亿美元，同比增长19%。</blockquote> <img src=\"https://static.tigerbbs.com/9fae0db2babaa80985a84ec5d66b3fb9\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\">CRUS REVENUE (TTM)DATA BY YCHARTS<blockquote>YCHARTS提供的CRUS收入(TTM)数据</blockquote> However, Cirrus investors were in for a scare after the company's guidance for the first quarter of fiscal 2022, which ends this month,failed to meet expectations. The chipmaker blamed supply chain issues for its failure to meet expectations as it was unable to meet the robust end-market demand. Additionally, Apple may have rolled back orders for the iPhone 12 series as the supply chain is already in motion&nbsp;to roll out this year's models.<blockquote>然而，在该公司本月结束的2022财年第一季度指引未能达到预期后，Cirrus投资者感到恐慌。这家芯片制造商将其未能达到预期归咎于供应链问题，因为它无法满足强劲的终端市场需求。此外，苹果可能已经取消了iPhone 12系列的订单，因为供应链已经开始推出今年的机型。</blockquote> However, Cirrus did provide a hint that its business will pick up the pace in the second half of the year. CEO John Forsyth said on the Aprilearnings conference call:<blockquote>不过，西锐确实暗示其业务将在下半年加快步伐。首席执行官John Forsyth在Aprilearnings电话会议上表示：</blockquote> In the coming months, we will begin shipping new technologies to our customers across a range of end devices, including important new content in the high-performance mixed-signal category. And based on these factors, we expect to accelerate revenue growth in FY 2022. Cirrus' confidence isn't misplaced as its largest customer is expected to witness a big boom in sales. Reports suggest that Apple's suppliers have already started making components&nbsp;for this year's iPhones. What's more, the company is expected to bump its initial production of the 2021 iPhone lineup by 25% to 100 million&nbsp;units as compared to the iPhone 12's initial order size of 80 million units, according to Dan Ives of Wedbush. He also adds that Apple could finish 2021 with nearly 250 million units in sales, which would be its highest since 231 million sold in 2015.<blockquote>在接下来的几个月里，我们将开始向客户提供一系列终端设备的新技术，包括高性能混合信号类别中的重要新内容。基于这些因素，我们预计2022财年的收入将加速增长。西锐的信心并非错位，因为其最大的客户预计将见证销售的大幅繁荣。有报道称，苹果的供应商已经开始为今年的iPhone制造零部件。此外，Wedbush的Dan Ives表示，与iPhone 12的初始订单规模8000万部相比，该公司预计2021年iPhone系列的初始产量将增加25%，达到1亿部。他还补充说，苹果到2021年的销量可能会接近2.5亿辆，这将是自2015年销量2.31亿辆以来的最高水平。</blockquote> The iPhone's terrific momentum is expected to continue in 2022. Juniper Research estimates&nbsp;that Apple could sell $200 billion worth of iPhones next year, which doesn't look like a very ambitious target as the company has generated&nbsp;over $113 billion in iPhone revenue over the past six months.<blockquote>iPhone的惊人势头预计将在2022年继续。Juniper Research估计，苹果明年可能销售价值2000亿美元的iPhone，这看起来不是一个非常雄心勃勃的目标，因为该公司在过去六个月的iPhone收入已超过1130亿美元。</blockquote> These tailwinds should help Cirrus shares break out from their mediocrity and set the market on fire in the future. So, investors looking to add agrowth stockto their portfolio should seriously consider Cirrus Logic as it trades at an attractive forward earnings multiple&nbsp;of just 15.<blockquote>这些顺风应该会帮助西锐股票摆脱平庸的局面，并在未来点燃市场。因此，希望将成长型股票添加到其投资组合中的投资者应该认真考虑Cirrus Logic，因为它的预期市盈率仅为15倍，颇具吸引力。</blockquote> 2. AMD<blockquote>2.AMD</blockquote> It is startling to see AMD stock taking a beating in 2021 considering the pace at which the chipmaker has been growing. The companydelivered outstanding resultsin 2020 and it has continued in the same vein in 2021, with revenue increasing a whopping 93% in the first quarter to $3.45 billion.<blockquote>考虑到AMD的增长速度，AMD股价在2021年遭受重创令人震惊。该公司在2020年取得了出色的业绩，并在2021年继续保持同样的势头，第一季度收入增长了93%，达到34.5亿美元。</blockquote> AMD aims to clock 50% revenue growth this year, which would be better than its 2020 revenue increase of 45%. However, AMD can exceed its own expectations. The company had given investors a glimpse of the same when it reported its first-quarter results in April and raised its full-year revenue guidance. It was originally anticipating&nbsp;a 37% year-over-year increase in 2021 revenue, but a robust demand environment has encouraged AMD to raise guidance substantially.<blockquote>AMD的目标是今年实现50%的收入增长，这将好于2020年45%的收入增长。然而，AMD能够超出自己的预期。该公司在4月份公布第一季度业绩并上调全年收入指引时，已经让投资者看到了同样的情况。AMD最初预计2021年收入将同比增长37%，但强劲的需求环境促使AMD大幅提高指引。</blockquote> There are three reasons why AMD can turn in better-than-expected results: a short supply of graphics cards leading to a sharp spike in prices, market share gains againstIntel(NASDAQ:INTC)in the server and PC processor markets, and the rapidly growing sales of the latest gaming consoles.<blockquote>AMD能够交出好于预期的业绩有三个原因：显卡供应短缺导致价格大幅飙升、市场份额增长英特尔（纳斯达克：INTC）在服务器和PC处理器市场，以及快速增长的最新游戏机销售。</blockquote> AMD's computing and graphics segment, which recorded 46% year-over-year revenue growth in the first quarter to $2.1 billion and accounted for nearly 61% of the total revenue, is poised to benefit from two of those tailwinds. According to AMD, a mix of higher sales volumes and stronger average selling prices (ASPs) of the Ryzen CPU (central processing unit) and Radeon GPU (graphics processing unit) products drove the segment's impressive growth.<blockquote>AMD的计算和图形部门第一季度收入同比增长46%，达到21亿美元，占总收入的近61%，预计将受益于其中两个有利因素。AMD表示，锐龙CPU（中央处理器）和镭龙GPU（图形处理单元）产品的销量增加和平均售价(ASP)走强推动了该细分市场令人印象深刻的增长。</blockquote> For instance, sales of AMD's Radeon 6000 series high-end GPUs doubled&nbsp;quarter over quarter. AMD says that this is just the beginning as the Radeon 6000 seriessales could\"grow significantly over the coming quarters as we ramp production,\" indicating that the company is trying to address the problem of short supply. Even better, the GPU market is poised for long-term growth. Jon Peddie Research forecasts&nbsp;sales of discrete graphics cards to hit $54 billion in 2025 from $23.6 billion last year.<blockquote>例如，AMD镭龙6000系列高端GPU的销量环比翻了一番。AMD表示，这只是一个开始，因为Radeon 6000系列的销量可能“随着我们提高产量，在未来几个季度大幅增长”，这表明该公司正在努力解决供应短缺的问题。更好的是，GPU市场有望长期增长。Jon Peddie Research预测，2025年独立显卡的销售额将从去年的236亿美元达到540亿美元。</blockquote> AMD is one of the two major players in this space, holding a market share of nearly&nbsp;20%. It is trying to make a bigger dent in the market with new technologies, so don't be surprised to see it win big from GPUs in the future. Meanwhile, AMD's improving market share in the PC processor market thanks to the success of its Ryzen CPUs is turning out to be another catalyst.<blockquote>AMD是该领域的两大参与者之一，占据近20%的市场份额。它正试图通过新技术在市场上取得更大的进展，所以不要惊讶地看到它在未来从GPU中大获全胜。与此同时，由于锐龙CPU的成功，AMD在PC处理器市场的市场份额不断提高，这被证明是另一个催化剂。</blockquote> According to a survey carried out by popular video game distribution service Steam, AMD now has just over&nbsp;30% of the CPU market under its control, with Intel commanding the rest. It is worth noting that AMD's market share was less than 20% in 2017. But AMD'stechnological advantageover Intel has helped it take away share from its bigger rival. The trend may not change anytime soon thanks to AMD'ssuperior manufacturing process.<blockquote>根据流行的视频游戏发行服务Steam进行的一项调查，AMD现在控制着超过30%的CPU市场，英特尔控制着其余的市场。值得注意的是，AMD在2017年的市场份额还不到20%。但AMD相对于英特尔的技术优势帮助它从更大的竞争对手手中夺走了份额。由于AMD卓越的制造工艺，这一趋势可能不会很快改变。</blockquote> Finally, AMD's enterprise, embedded, and semi-custom (EESC) business is riding on two solid catalysts. One of them is AMD's market share gains against Intel in the server market. AMD's superior manufacturing process has allowed it to increase its market share to nearly 9% at the end of the first quarter of 2021 from almost nothing at the end of 2017, according&nbsp;to Mercury Research.<blockquote>最后，AMD的企业、嵌入式和半定制(EESC)业务依赖于两个坚实的催化剂。其中之一是AMD在服务器市场上相对于英特尔的市场份额增长。根据Mercury Research的数据，AMD卓越的制造工艺使其市场份额从2017年底的几乎为零增加到2021年第一季度末的近9%。</blockquote> AMD investors can expect the company totake more market shareaway from Intel in the server space thanks to the former's Milan processors that are reportedly more powerful&nbsp;than Chipzilla's offerings. Throw in the terrific momentum of the new console cycle that has given AMD abig shot in the arm, and investors have another solid reason to buy thistop tech stockthat is trading&nbsp;at just 34 times trailing earnings as compared to the five-year average multiple of 124.<blockquote>AMD投资者预计该公司将在服务器领域从英特尔手中夺走更多市场份额，这要归功于英特尔的Milan处理器，据报道该处理器比Chipzilla的产品更强大。再加上新游戏机周期的强劲势头给AMD注入了一剂强心针，投资者还有另一个充分的理由购买这只顶级科技股，该股的市盈率仅为34倍，而五年平均市盈率为124倍。</blockquote>","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>Got $1,000? Buy These Hot Growth Stocks Before They Take Off<blockquote>有1000美元吗？在这些热门成长股起飞之前买入它们</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\">\nGot $1,000? Buy These Hot Growth Stocks Before They Take Off<blockquote>有1000美元吗？在这些热门成长股起飞之前买入它们</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nfool2021-06-23 10:44\n\n</h4>\n</header>\n<article>\nThe first half of the year hasn't been great for the likes of&nbsp;Cirrus Logic(NASDAQ:CRUS)&nbsp;and&nbsp;Advanced Micro Devices(NASDAQ:AMD). Share prices of both companies have headed south so far in 2021.<blockquote>今年上半年对于像卷云逻辑（纳斯达克：CRUS）及先进微设备公司（纳斯达克：AMD）。2021年迄今为止，两家公司的股价均下跌。</blockquote> But that may not be the case forever as Cirrus Logic and AMD are sitting on a bunch of terrific growth drivers that could turn their stock price fortunes around in the second half of the year.<blockquote>但情况可能不会永远如此，因为Cirrus Logic和AMD拥有一系列出色的增长动力，可能会在今年下半年扭转其股价走势。</blockquote> Let's look at the reasons why investors might be wise to put down $1,000 on these two stocks right now.<blockquote>让我们看看为什么投资者现在明智地投资1,000美元购买这两只股票。</blockquote> <img src=\"https://static.tigerbbs.com/a4bfea08060592f98ee04ba258f5c724\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\">AAPLDATA BY YCHARTS<blockquote>AAPL数据来自YCHARTS</blockquote> 1. Cirrus Logic<blockquote>1.Cirrus Logic</blockquote> It is no secret that&nbsp;Apple's(NASDAQ:AAPL)5G-enabled iPhone 12 models have beena huge hitamong customers, sending the smartphone giant's revenue and earnings north ina spectacular manner. Cirrus Logic hasreaped the benefitsof the same as Apple is the chipmaker's largest source of revenue, accounting for 76%&nbsp;of the top line last quarter. The iPhone maker had produced 83% of Cirrus' total revenue in fiscal 2021 that ended in March.<blockquote>这不是什么秘密苹果（纳斯达克股票代码：AAPL）支持5G的iPhone 12机型拥有庞大的黑塔蒙客户，使这家智能手机巨头的收入和盈利以惊人的方式大幅增长。Cirrus Logic也从中受益，因为苹果是该芯片制造商最大的收入来源，占上季度营收的76%。截至3月份的2021财年，这家iPhone制造商的收入占Cirrus总收入的83%。</blockquote> Not surprisingly, Cirrus' top and bottom lines stepped on the gas in the second half of 2020 after showing signs of plateauing earlier last year. The company delivered $780 million&nbsp;in revenue in the second half of fiscal 2021 that ended in March this year, up 19% year over year.<blockquote>毫不奇怪，西锐的营收和利润在去年早些时候出现稳定迹象后，在2020年下半年加速增长。截至今年3月的2021财年下半年，该公司实现收入7.8亿美元，同比增长19%。</blockquote> <img src=\"https://static.tigerbbs.com/9fae0db2babaa80985a84ec5d66b3fb9\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\">CRUS REVENUE (TTM)DATA BY YCHARTS<blockquote>YCHARTS提供的CRUS收入(TTM)数据</blockquote> However, Cirrus investors were in for a scare after the company's guidance for the first quarter of fiscal 2022, which ends this month,failed to meet expectations. The chipmaker blamed supply chain issues for its failure to meet expectations as it was unable to meet the robust end-market demand. Additionally, Apple may have rolled back orders for the iPhone 12 series as the supply chain is already in motion&nbsp;to roll out this year's models.<blockquote>然而，在该公司本月结束的2022财年第一季度指引未能达到预期后，Cirrus投资者感到恐慌。这家芯片制造商将其未能达到预期归咎于供应链问题，因为它无法满足强劲的终端市场需求。此外，苹果可能已经取消了iPhone 12系列的订单，因为供应链已经开始推出今年的机型。</blockquote> However, Cirrus did provide a hint that its business will pick up the pace in the second half of the year. CEO John Forsyth said on the Aprilearnings conference call:<blockquote>不过，西锐确实暗示其业务将在下半年加快步伐。首席执行官John Forsyth在Aprilearnings电话会议上表示：</blockquote> In the coming months, we will begin shipping new technologies to our customers across a range of end devices, including important new content in the high-performance mixed-signal category. And based on these factors, we expect to accelerate revenue growth in FY 2022. Cirrus' confidence isn't misplaced as its largest customer is expected to witness a big boom in sales. Reports suggest that Apple's suppliers have already started making components&nbsp;for this year's iPhones. What's more, the company is expected to bump its initial production of the 2021 iPhone lineup by 25% to 100 million&nbsp;units as compared to the iPhone 12's initial order size of 80 million units, according to Dan Ives of Wedbush. He also adds that Apple could finish 2021 with nearly 250 million units in sales, which would be its highest since 231 million sold in 2015.<blockquote>在接下来的几个月里，我们将开始向客户提供一系列终端设备的新技术，包括高性能混合信号类别中的重要新内容。基于这些因素，我们预计2022财年的收入将加速增长。西锐的信心并非错位，因为其最大的客户预计将见证销售的大幅繁荣。有报道称，苹果的供应商已经开始为今年的iPhone制造零部件。此外，Wedbush的Dan Ives表示，与iPhone 12的初始订单规模8000万部相比，该公司预计2021年iPhone系列的初始产量将增加25%，达到1亿部。他还补充说，苹果到2021年的销量可能会接近2.5亿辆，这将是自2015年销量2.31亿辆以来的最高水平。</blockquote> The iPhone's terrific momentum is expected to continue in 2022. Juniper Research estimates&nbsp;that Apple could sell $200 billion worth of iPhones next year, which doesn't look like a very ambitious target as the company has generated&nbsp;over $113 billion in iPhone revenue over the past six months.<blockquote>iPhone的惊人势头预计将在2022年继续。Juniper Research估计，苹果明年可能销售价值2000亿美元的iPhone，这看起来不是一个非常雄心勃勃的目标，因为该公司在过去六个月的iPhone收入已超过1130亿美元。</blockquote> These tailwinds should help Cirrus shares break out from their mediocrity and set the market on fire in the future. So, investors looking to add agrowth stockto their portfolio should seriously consider Cirrus Logic as it trades at an attractive forward earnings multiple&nbsp;of just 15.<blockquote>这些顺风应该会帮助西锐股票摆脱平庸的局面，并在未来点燃市场。因此，希望将成长型股票添加到其投资组合中的投资者应该认真考虑Cirrus Logic，因为它的预期市盈率仅为15倍，颇具吸引力。</blockquote> 2. AMD<blockquote>2.AMD</blockquote> It is startling to see AMD stock taking a beating in 2021 considering the pace at which the chipmaker has been growing. The companydelivered outstanding resultsin 2020 and it has continued in the same vein in 2021, with revenue increasing a whopping 93% in the first quarter to $3.45 billion.<blockquote>考虑到AMD的增长速度，AMD股价在2021年遭受重创令人震惊。该公司在2020年取得了出色的业绩，并在2021年继续保持同样的势头，第一季度收入增长了93%，达到34.5亿美元。</blockquote> AMD aims to clock 50% revenue growth this year, which would be better than its 2020 revenue increase of 45%. However, AMD can exceed its own expectations. The company had given investors a glimpse of the same when it reported its first-quarter results in April and raised its full-year revenue guidance. It was originally anticipating&nbsp;a 37% year-over-year increase in 2021 revenue, but a robust demand environment has encouraged AMD to raise guidance substantially.<blockquote>AMD的目标是今年实现50%的收入增长，这将好于2020年45%的收入增长。然而，AMD能够超出自己的预期。该公司在4月份公布第一季度业绩并上调全年收入指引时，已经让投资者看到了同样的情况。AMD最初预计2021年收入将同比增长37%，但强劲的需求环境促使AMD大幅提高指引。</blockquote> There are three reasons why AMD can turn in better-than-expected results: a short supply of graphics cards leading to a sharp spike in prices, market share gains againstIntel(NASDAQ:INTC)in the server and PC processor markets, and the rapidly growing sales of the latest gaming consoles.<blockquote>AMD能够交出好于预期的业绩有三个原因：显卡供应短缺导致价格大幅飙升、市场份额增长英特尔（纳斯达克：INTC）在服务器和PC处理器市场，以及快速增长的最新游戏机销售。</blockquote> AMD's computing and graphics segment, which recorded 46% year-over-year revenue growth in the first quarter to $2.1 billion and accounted for nearly 61% of the total revenue, is poised to benefit from two of those tailwinds. According to AMD, a mix of higher sales volumes and stronger average selling prices (ASPs) of the Ryzen CPU (central processing unit) and Radeon GPU (graphics processing unit) products drove the segment's impressive growth.<blockquote>AMD的计算和图形部门第一季度收入同比增长46%，达到21亿美元，占总收入的近61%，预计将受益于其中两个有利因素。AMD表示，锐龙CPU（中央处理器）和镭龙GPU（图形处理单元）产品的销量增加和平均售价(ASP)走强推动了该细分市场令人印象深刻的增长。</blockquote> For instance, sales of AMD's Radeon 6000 series high-end GPUs doubled&nbsp;quarter over quarter. AMD says that this is just the beginning as the Radeon 6000 seriessales could\"grow significantly over the coming quarters as we ramp production,\" indicating that the company is trying to address the problem of short supply. Even better, the GPU market is poised for long-term growth. Jon Peddie Research forecasts&nbsp;sales of discrete graphics cards to hit $54 billion in 2025 from $23.6 billion last year.<blockquote>例如，AMD镭龙6000系列高端GPU的销量环比翻了一番。AMD表示，这只是一个开始，因为Radeon 6000系列的销量可能“随着我们提高产量，在未来几个季度大幅增长”，这表明该公司正在努力解决供应短缺的问题。更好的是，GPU市场有望长期增长。Jon Peddie Research预测，2025年独立显卡的销售额将从去年的236亿美元达到540亿美元。</blockquote> AMD is one of the two major players in this space, holding a market share of nearly&nbsp;20%. It is trying to make a bigger dent in the market with new technologies, so don't be surprised to see it win big from GPUs in the future. Meanwhile, AMD's improving market share in the PC processor market thanks to the success of its Ryzen CPUs is turning out to be another catalyst.<blockquote>AMD是该领域的两大参与者之一，占据近20%的市场份额。它正试图通过新技术在市场上取得更大的进展，所以不要惊讶地看到它在未来从GPU中大获全胜。与此同时，由于锐龙CPU的成功，AMD在PC处理器市场的市场份额不断提高，这被证明是另一个催化剂。</blockquote> According to a survey carried out by popular video game distribution service Steam, AMD now has just over&nbsp;30% of the CPU market under its control, with Intel commanding the rest. It is worth noting that AMD's market share was less than 20% in 2017. But AMD'stechnological advantageover Intel has helped it take away share from its bigger rival. The trend may not change anytime soon thanks to AMD'ssuperior manufacturing process.<blockquote>根据流行的视频游戏发行服务Steam进行的一项调查，AMD现在控制着超过30%的CPU市场，英特尔控制着其余的市场。值得注意的是，AMD在2017年的市场份额还不到20%。但AMD相对于英特尔的技术优势帮助它从更大的竞争对手手中夺走了份额。由于AMD卓越的制造工艺，这一趋势可能不会很快改变。</blockquote> Finally, AMD's enterprise, embedded, and semi-custom (EESC) business is riding on two solid catalysts. One of them is AMD's market share gains against Intel in the server market. AMD's superior manufacturing process has allowed it to increase its market share to nearly 9% at the end of the first quarter of 2021 from almost nothing at the end of 2017, according&nbsp;to Mercury Research.<blockquote>最后，AMD的企业、嵌入式和半定制(EESC)业务依赖于两个坚实的催化剂。其中之一是AMD在服务器市场上相对于英特尔的市场份额增长。根据Mercury Research的数据，AMD卓越的制造工艺使其市场份额从2017年底的几乎为零增加到2021年第一季度末的近9%。</blockquote> AMD investors can expect the company totake more market shareaway from Intel in the server space thanks to the former's Milan processors that are reportedly more powerful&nbsp;than Chipzilla's offerings. Throw in the terrific momentum of the new console cycle that has given AMD abig shot in the arm, and investors have another solid reason to buy thistop tech stockthat is trading&nbsp;at just 34 times trailing earnings as compared to the five-year average multiple of 124.<blockquote>AMD投资者预计该公司将在服务器领域从英特尔手中夺走更多市场份额，这要归功于英特尔的Milan处理器，据报道该处理器比Chipzilla的产品更强大。再加上新游戏机周期的强劲势头给AMD注入了一剂强心针，投资者还有另一个充分的理由购买这只顶级科技股，该股的市盈率仅为34倍，而五年平均市盈率为124倍。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/06/22/got-1000-buy-hot-growth-stocks-before-take-off/\">fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRUS":"凌云半导体","AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2021/06/22/got-1000-buy-hot-growth-stocks-before-take-off/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125623159","content_text":"The first half of the year hasn't been great for the likes of Cirrus Logic(NASDAQ:CRUS) and Advanced Micro Devices(NASDAQ:AMD). Share prices of both companies have headed south so far in 2021.\nBut that may not be the case forever as Cirrus Logic and AMD are sitting on a bunch of terrific growth drivers that could turn their stock price fortunes around in the second half of the year.\nLet's look at the reasons why investors might be wise to put down $1,000 on these two stocks right now.\nAAPLDATA BY YCHARTS\n1. Cirrus Logic\nIt is no secret that Apple's(NASDAQ:AAPL)5G-enabled iPhone 12 models have beena huge hitamong customers, sending the smartphone giant's revenue and earnings north ina spectacular manner. Cirrus Logic hasreaped the benefitsof the same as Apple is the chipmaker's largest source of revenue, accounting for 76% of the top line last quarter. The iPhone maker had produced 83% of Cirrus' total revenue in fiscal 2021 that ended in March.\nNot surprisingly, Cirrus' top and bottom lines stepped on the gas in the second half of 2020 after showing signs of plateauing earlier last year. The company delivered $780 million in revenue in the second half of fiscal 2021 that ended in March this year, up 19% year over year.\nCRUS REVENUE (TTM)DATA BY YCHARTS\nHowever, Cirrus investors were in for a scare after the company's guidance for the first quarter of fiscal 2022, which ends this month,failed to meet expectations. The chipmaker blamed supply chain issues for its failure to meet expectations as it was unable to meet the robust end-market demand. Additionally, Apple may have rolled back orders for the iPhone 12 series as the supply chain is already in motion to roll out this year's models.\nHowever, Cirrus did provide a hint that its business will pick up the pace in the second half of the year. CEO John Forsyth said on the Aprilearnings conference call:\n\n In the coming months, we will begin shipping new technologies to our customers across a range of end devices, including important new content in the high-performance mixed-signal category. And based on these factors, we expect to accelerate revenue growth in FY 2022.\n\nCirrus' confidence isn't misplaced as its largest customer is expected to witness a big boom in sales. Reports suggest that Apple's suppliers have already started making components for this year's iPhones. What's more, the company is expected to bump its initial production of the 2021 iPhone lineup by 25% to 100 million units as compared to the iPhone 12's initial order size of 80 million units, according to Dan Ives of Wedbush. He also adds that Apple could finish 2021 with nearly 250 million units in sales, which would be its highest since 231 million sold in 2015.\nThe iPhone's terrific momentum is expected to continue in 2022. Juniper Research estimates that Apple could sell $200 billion worth of iPhones next year, which doesn't look like a very ambitious target as the company has generated over $113 billion in iPhone revenue over the past six months.\nThese tailwinds should help Cirrus shares break out from their mediocrity and set the market on fire in the future. So, investors looking to add agrowth stockto their portfolio should seriously consider Cirrus Logic as it trades at an attractive forward earnings multiple of just 15.\n2. AMD\nIt is startling to see AMD stock taking a beating in 2021 considering the pace at which the chipmaker has been growing. The companydelivered outstanding resultsin 2020 and it has continued in the same vein in 2021, with revenue increasing a whopping 93% in the first quarter to $3.45 billion.\nAMD aims to clock 50% revenue growth this year, which would be better than its 2020 revenue increase of 45%. However, AMD can exceed its own expectations. The company had given investors a glimpse of the same when it reported its first-quarter results in April and raised its full-year revenue guidance. It was originally anticipating a 37% year-over-year increase in 2021 revenue, but a robust demand environment has encouraged AMD to raise guidance substantially.\nThere are three reasons why AMD can turn in better-than-expected results: a short supply of graphics cards leading to a sharp spike in prices, market share gains againstIntel(NASDAQ:INTC)in the server and PC processor markets, and the rapidly growing sales of the latest gaming consoles.\nAMD's computing and graphics segment, which recorded 46% year-over-year revenue growth in the first quarter to $2.1 billion and accounted for nearly 61% of the total revenue, is poised to benefit from two of those tailwinds. According to AMD, a mix of higher sales volumes and stronger average selling prices (ASPs) of the Ryzen CPU (central processing unit) and Radeon GPU (graphics processing unit) products drove the segment's impressive growth.\nFor instance, sales of AMD's Radeon 6000 series high-end GPUs doubled quarter over quarter. AMD says that this is just the beginning as the Radeon 6000 seriessales could\"grow significantly over the coming quarters as we ramp production,\" indicating that the company is trying to address the problem of short supply. Even better, the GPU market is poised for long-term growth. Jon Peddie Research forecasts sales of discrete graphics cards to hit $54 billion in 2025 from $23.6 billion last year.\nAMD is one of the two major players in this space, holding a market share of nearly 20%. It is trying to make a bigger dent in the market with new technologies, so don't be surprised to see it win big from GPUs in the future. Meanwhile, AMD's improving market share in the PC processor market thanks to the success of its Ryzen CPUs is turning out to be another catalyst.\nAccording to a survey carried out by popular video game distribution service Steam, AMD now has just over 30% of the CPU market under its control, with Intel commanding the rest. It is worth noting that AMD's market share was less than 20% in 2017. But AMD'stechnological advantageover Intel has helped it take away share from its bigger rival. The trend may not change anytime soon thanks to AMD'ssuperior manufacturing process.\nFinally, AMD's enterprise, embedded, and semi-custom (EESC) business is riding on two solid catalysts. One of them is AMD's market share gains against Intel in the server market. AMD's superior manufacturing process has allowed it to increase its market share to nearly 9% at the end of the first quarter of 2021 from almost nothing at the end of 2017, according to Mercury Research.\nAMD investors can expect the company totake more market shareaway from Intel in the server space thanks to the former's Milan processors that are reportedly more powerful than Chipzilla's offerings. Throw in the terrific momentum of the new console cycle that has given AMD abig shot in the arm, and investors have another solid reason to buy thistop tech stockthat is trading at just 34 times trailing earnings as compared to the five-year average multiple of 124.","news_type":1,"symbols_score_info":{"CRUS":0.9,"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":1368,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":8,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}