It is really promising._老虎社区_美港股上老虎

McWes
2021-07-15

It is really promising.

Taiwan Semiconductor Manufacturing Reports Earnings Thursday. Here’s What to Expect.<blockquote>台积电周四公布财报。这是可以期待的。</blockquote>

With any luck, investors will get some fresh insight about the global chip shortage Thursday when Ta

Taiwan Semiconductor Manufacturing Reports Earnings Thursday. Here’s What to Expect.<blockquote>台积电周四公布财报。这是可以期待的。</blockquote>

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":147052867,"tweetId":"147052867","gmtCreate":1626322540859,"gmtModify":1631891476200,"author":{"id":3575537958076350,"idStr":"3575537958076350","authorId":3575537958076350,"authorIdStr":"3575537958076350","name":"McWes","avatar":"https://static.tigerbbs.com/d5e2759867585d32f8e2f72ef14a0a59","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":2,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>It is really promising.</body></html>","htmlText":"<html><head></head><body>It is really promising.</body></html>","text":"It is really promising.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/147052867","repostId":1138248041,"repostType":4,"repost":{"id":"1138248041","kind":"news","pubTimestamp":1626319474,"share":"https://www.laohu8.com/m/news/1138248041?lang=zh_CN&edition=full","pubTime":"2021-07-15 11:24","market":"us","language":"en","title":"Taiwan Semiconductor Manufacturing Reports Earnings Thursday. Here’s What to Expect.<blockquote>台积电周四公布财报。这是可以期待的。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1138248041","media":"Barron's","summary":"With any luck, investors will get some fresh insight about the global chip shortage Thursday when Ta","content":"With any luck, investors will get some fresh insight about the global chip shortage Thursday when Taiwan Semiconductor Manufacturing reports earnings—and about whether the company is still on track to pour billions into meeting demand.<blockquote>如果幸运的话，当台积电周四公布财报时，投资者将对全球芯片短缺有一些新的了解，以及该公司是否仍有望投入数十亿美元来满足需求。</blockquote> But if the chip maker’s executives stick with their tradition of being tight-lipped, investors might not get much more than the numbers for insight.<blockquote>但如果这家芯片制造商的高管坚持守口如瓶的传统，投资者可能不会得到比数据更多的洞察力。</blockquote> Wall Street has high expectations for Taiwan Semi (ticker: TSM), which is set to release second-quarter results before the opening bell.<blockquote>华尔街对台积电（股票代码：TSM）寄予厚望，该公司将在开盘前发布第二季度业绩。</blockquote> The consensus calls for earnings to grow nearly 13% to NT$5.24 a share on revenue of NT$371.7 billion ($13.3 billion), an increase of 19% compared to the year-ago period. Revenue is all but a lock because Taiwan Semi discloses its monthly figure every month—that sum is about NT$372 billion.<blockquote>普遍的评级是，盈利将增长近13%，达到每股新台币5.24元，营收为新台币3,717亿元（133亿美元），比去年同期增长19%。收入几乎是锁定的，因为台积电每个月都会披露其月度数据——总额约为3720亿新台币。</blockquote> Earlier this year, Taiwan Semi executives increased the company’s 2021 capital spending plan to $30 billion, from an expected $25 billion to $28 billion—and put the three-year figure at $100 billion.<blockquote>今年早些时候，台积电高管将公司2021年资本支出计划从预期的250亿美元增加到280亿美元，并将三年数字定为1000亿美元。</blockquote> The company will divert most of the capital spending cash to building manufacturing capacity for its most advanced processors used by Advanced Micro Devices (AMD), Apple (AAPL), and Intel (INTC).<blockquote>该公司将把大部分资本支出现金用于建设超微设备(AMD)、苹果(AAPL)和英特尔(INTC)使用的最先进处理器的制造能力。</blockquote> J.P. Morgan analyst Gokul Hariharan expects Apple to contribute a hefty amount to Taiwan Semi’s sales since Apple’s new iPhone and Mac processors are manufactured by Taiwan chip giant. The analyst didn’t offer an dollar estimate, though.<blockquote>摩根大通分析师Gokul Hariharan预计，由于苹果的新款iPhone和Mac处理器是由台湾芯片巨头制造的，苹果将为台积电的销售做出巨大贡献。不过，该分析师没有提供美元预估。</blockquote> Bernstein analyst Mark Li sees a risk for Taiwan Semi in the possible slowing of demand for smartphone and cryptocurrency mining chips. He softened his assessment, however, by pointing out that the company’s older processing manufacturing capacity would be full, and that Apple could be expected to make a big contribution to third-quarter revenue. Li predicts Taiwan Semi may grow revenue about 15% in 2022.<blockquote>Bernstein分析师Mark Li认为，台积电面临的风险是智能手机和加密货币挖矿芯片的需求可能放缓。不过，他软化了自己的评估，指出该公司较旧的加工制造能力将已满，预计苹果将为第三季度收入做出巨大贡献。Li预测台积电2022年收入可能增长15%左右。</blockquote> If Taiwan Semi executives do talk about the future, they could touch on the company’s new 3-nanometer production technology. Intel and Apple may be the first two companies to adopt the technology, according to Nikkei Asia, a financial news website. Mass production is set to begin in 2022, with Intel taking more chip volume than Apple, the report said.<blockquote>如果台积电高管确实谈论未来，他们可能会谈到该公司新的3纳米生产技术。据财经新闻网站日经亚洲报道，英特尔和苹果可能是最先采用该技术的两家公司。报道称，大规模生产将于2022年开始，英特尔的芯片产量将超过苹果。</blockquote> New Street Research analyst Pierre Ferragu writes that Intel’s decision to outsource production to Taiwan Semi “remains more tactical than strategic.” Given the report in Nikkei, Intel appears to be adopting the production technology ahead of AMD, Ferragu said.<blockquote>New Street Research分析师Pierre Ferragu写道，英特尔将生产外包给台积电的决定“仍然更多的是战术性的，而不是战略性的”。Ferragu表示，鉴于《日经新闻》的报道，英特尔似乎在AMD之前采用了该生产技术。</blockquote> Of the analysts that cover Taiwan Semi, 34 rate the stock a Buy, and three have Hold ratings. There are no Sell ratings. The average target price for American depositary receipts is $146.18, which implies upside of about 17%.<blockquote>在研究台积电的分析师中，34名分析师给予该股买入评级，3名分析师给予持有评级。没有卖出评级。美国存托凭证的平均目标价为146.18美元，意味着约17%的上涨空间。</blockquote> Taiwan Semi shares advanced roughly 90% this year, as the PHLX Semiconductor index, or Sox, gained about 63%.<blockquote>台积电股价今年上涨了约90%，PHLX半导体指数(Sox)上涨了约63%。</blockquote>","source":"lsy1610680873436","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>Taiwan Semiconductor Manufacturing Reports Earnings Thursday. Here’s What to Expect.<blockquote>台积电周四公布财报。这是可以期待的。</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\">\nTaiwan Semiconductor Manufacturing Reports Earnings Thursday. Here’s What to Expect.<blockquote>台积电周四公布财报。这是可以期待的。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarron's2021-07-15 11:24\n\n</h4>\n</header>\n<article>\nWith any luck, investors will get some fresh insight about the global chip shortage Thursday when Taiwan Semiconductor Manufacturing reports earnings—and about whether the company is still on track to pour billions into meeting demand.<blockquote>如果幸运的话，当台积电周四公布财报时，投资者将对全球芯片短缺有一些新的了解，以及该公司是否仍有望投入数十亿美元来满足需求。</blockquote> But if the chip maker’s executives stick with their tradition of being tight-lipped, investors might not get much more than the numbers for insight.<blockquote>但如果这家芯片制造商的高管坚持守口如瓶的传统，投资者可能不会得到比数据更多的洞察力。</blockquote> Wall Street has high expectations for Taiwan Semi (ticker: TSM), which is set to release second-quarter results before the opening bell.<blockquote>华尔街对台积电（股票代码：TSM）寄予厚望，该公司将在开盘前发布第二季度业绩。</blockquote> The consensus calls for earnings to grow nearly 13% to NT$5.24 a share on revenue of NT$371.7 billion ($13.3 billion), an increase of 19% compared to the year-ago period. Revenue is all but a lock because Taiwan Semi discloses its monthly figure every month—that sum is about NT$372 billion.<blockquote>普遍的评级是，盈利将增长近13%，达到每股新台币5.24元，营收为新台币3,717亿元（133亿美元），比去年同期增长19%。收入几乎是锁定的，因为台积电每个月都会披露其月度数据——总额约为3720亿新台币。</blockquote> Earlier this year, Taiwan Semi executives increased the company’s 2021 capital spending plan to $30 billion, from an expected $25 billion to $28 billion—and put the three-year figure at $100 billion.<blockquote>今年早些时候，台积电高管将公司2021年资本支出计划从预期的250亿美元增加到280亿美元，并将三年数字定为1000亿美元。</blockquote> The company will divert most of the capital spending cash to building manufacturing capacity for its most advanced processors used by Advanced Micro Devices (AMD), Apple (AAPL), and Intel (INTC).<blockquote>该公司将把大部分资本支出现金用于建设超微设备(AMD)、苹果(AAPL)和英特尔(INTC)使用的最先进处理器的制造能力。</blockquote> J.P. Morgan analyst Gokul Hariharan expects Apple to contribute a hefty amount to Taiwan Semi’s sales since Apple’s new iPhone and Mac processors are manufactured by Taiwan chip giant. The analyst didn’t offer an dollar estimate, though.<blockquote>摩根大通分析师Gokul Hariharan预计，由于苹果的新款iPhone和Mac处理器是由台湾芯片巨头制造的，苹果将为台积电的销售做出巨大贡献。不过，该分析师没有提供美元预估。</blockquote> Bernstein analyst Mark Li sees a risk for Taiwan Semi in the possible slowing of demand for smartphone and cryptocurrency mining chips. He softened his assessment, however, by pointing out that the company’s older processing manufacturing capacity would be full, and that Apple could be expected to make a big contribution to third-quarter revenue. Li predicts Taiwan Semi may grow revenue about 15% in 2022.<blockquote>Bernstein分析师Mark Li认为，台积电面临的风险是智能手机和加密货币挖矿芯片的需求可能放缓。不过，他软化了自己的评估，指出该公司较旧的加工制造能力将已满，预计苹果将为第三季度收入做出巨大贡献。Li预测台积电2022年收入可能增长15%左右。</blockquote> If Taiwan Semi executives do talk about the future, they could touch on the company’s new 3-nanometer production technology. Intel and Apple may be the first two companies to adopt the technology, according to Nikkei Asia, a financial news website. Mass production is set to begin in 2022, with Intel taking more chip volume than Apple, the report said.<blockquote>如果台积电高管确实谈论未来，他们可能会谈到该公司新的3纳米生产技术。据财经新闻网站日经亚洲报道，英特尔和苹果可能是最先采用该技术的两家公司。报道称，大规模生产将于2022年开始，英特尔的芯片产量将超过苹果。</blockquote> New Street Research analyst Pierre Ferragu writes that Intel’s decision to outsource production to Taiwan Semi “remains more tactical than strategic.” Given the report in Nikkei, Intel appears to be adopting the production technology ahead of AMD, Ferragu said.<blockquote>New Street Research分析师Pierre Ferragu写道，英特尔将生产外包给台积电的决定“仍然更多的是战术性的，而不是战略性的”。Ferragu表示，鉴于《日经新闻》的报道，英特尔似乎在AMD之前采用了该生产技术。</blockquote> Of the analysts that cover Taiwan Semi, 34 rate the stock a Buy, and three have Hold ratings. There are no Sell ratings. The average target price for American depositary receipts is $146.18, which implies upside of about 17%.<blockquote>在研究台积电的分析师中，34名分析师给予该股买入评级，3名分析师给予持有评级。没有卖出评级。美国存托凭证的平均目标价为146.18美元，意味着约17%的上涨空间。</blockquote> Taiwan Semi shares advanced roughly 90% this year, as the PHLX Semiconductor index, or Sox, gained about 63%.<blockquote>台积电股价今年上涨了约90%，PHLX半导体指数(Sox)上涨了约63%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/taiwan-semiconductor-manufacturing-earnings-51626299252?mod=hp_LATEST\">Barron's</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":{"TSM":"台积电"},"source_url":"https://www.barrons.com/articles/taiwan-semiconductor-manufacturing-earnings-51626299252?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138248041","content_text":"With any luck, investors will get some fresh insight about the global chip shortage Thursday when Taiwan Semiconductor Manufacturing reports earnings—and about whether the company is still on track to pour billions into meeting demand.\nBut if the chip maker’s executives stick with their tradition of being tight-lipped, investors might not get much more than the numbers for insight.\nWall Street has high expectations for Taiwan Semi (ticker: TSM), which is set to release second-quarter results before the opening bell.\nThe consensus calls for earnings to grow nearly 13% to NT$5.24 a share on revenue of NT$371.7 billion ($13.3 billion), an increase of 19% compared to the year-ago period. Revenue is all but a lock because Taiwan Semi discloses its monthly figure every month—that sum is about NT$372 billion.\nEarlier this year, Taiwan Semi executives increased the company’s 2021 capital spending plan to $30 billion, from an expected $25 billion to $28 billion—and put the three-year figure at $100 billion.\nThe company will divert most of the capital spending cash to building manufacturing capacity for its most advanced processors used by Advanced Micro Devices (AMD), Apple (AAPL), and Intel (INTC).\nJ.P. Morgan analyst Gokul Hariharan expects Apple to contribute a hefty amount to Taiwan Semi’s sales since Apple’s new iPhone and Mac processors are manufactured by Taiwan chip giant. The analyst didn’t offer an dollar estimate, though.\nBernstein analyst Mark Li sees a risk for Taiwan Semi in the possible slowing of demand for smartphone and cryptocurrency mining chips. He softened his assessment, however, by pointing out that the company’s older processing manufacturing capacity would be full, and that Apple could be expected to make a big contribution to third-quarter revenue. Li predicts Taiwan Semi may grow revenue about 15% in 2022.\nIf Taiwan Semi executives do talk about the future, they could touch on the company’s new 3-nanometer production technology. Intel and Apple may be the first two companies to adopt the technology, according to Nikkei Asia, a financial news website. Mass production is set to begin in 2022, with Intel taking more chip volume than Apple, the report said.\nNew Street Research analyst Pierre Ferragu writes that Intel’s decision to outsource production to Taiwan Semi “remains more tactical than strategic.” Given the report in Nikkei, Intel appears to be adopting the production technology ahead of AMD, Ferragu said.\nOf the analysts that cover Taiwan Semi, 34 rate the stock a Buy, and three have Hold ratings. There are no Sell ratings. The average target price for American depositary receipts is $146.18, which implies upside of about 17%.\nTaiwan Semi shares advanced roughly 90% this year, as the PHLX Semiconductor index, or Sox, gained about 63%.","news_type":1,"symbols_score_info":{"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":1627,"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":20,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}