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Lucky222
2021-06-09

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

See buy or sell recommendations for AMD, Applied Materials, Qualcomm, NXP, Broadcom, Taiwan Semicond

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

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China's memory chip makers are pushing into the lower end of the market even as the country faces an increasingly steep uphill battle to achieve its self-sufficiency goals amid ongoing geopolitical tensions and a global semiconductor shortage that's expected to run into next year,according to South China Morning Post.<blockquote>查看AMD、应用材料、高通、恩智浦、博通、台积电和更多半导体股票的买入或卖出建议。据《南华早报》报道，尽管在持续的地缘政治紧张局势和预计将持续到明年的全球半导体短缺的情况下，中国在实现自给自足目标方面面临着越来越艰巨的战斗，但中国的存储芯片制造商正在进军低端市场。</blockquote> Yangtze YTMC and Changxin Memory Technologies represent a new disruptive force in the sector and are expected to increase global capacity by 29 percent between 2020 and 2022, economists from investment bank Natixis said on Wednesday.<blockquote>投资银行Natixis的经济学家周三表示，长江YTMC和长鑫存储技术代表了该行业的一股新的颠覆性力量，预计在2020年至2022年间全球产能将增加29%。</blockquote> TheStreet's Jim Cramer is eyeing Applied Materials&nbsp;(AMAT) -Get Report&nbsp;and other semiconductor capital equipment stocks. \"They haven't let us down,\"Cramer said&nbsp;in a conversation with TheStreet's Katherine Ross. \"When you get that group going, that's the best leadership group there is,\" he added.<blockquote>TheStreet的吉姆·克莱默(Jim Cramer)正在关注应用材料公司(阿马特）-获取报告和其他半导体资本设备股票。“他们没有让我们失望，”克莱默在与TheStreet的凯瑟琳·罗斯的对话中说道。“当你让这个团队运转起来时，那就是最好的领导团队，”他补充道。</blockquote> Cramer also said Monday that the key to the market for him is still the Nasdaq. \"We need to see Advanced Micro Devices&nbsp;(AMD) -Get Report&nbsp;not get beaten down by Nvidia&nbsp;(NVDA) -Get Report... We need to see all sorts of technology stocks keep up with what I regard as a runaway industrial market,\" he said.<blockquote>克莱默周一还表示，对他来说，市场的关键仍然是纳斯达克。“我们需要看到先进微设备（AMD)-获取报告而不是被Nvidia击败(NVDA)-获取报告...我们需要看到各种科技股跟上我所认为的失控工业市场的步伐，”他说。</blockquote> Nvidia is still dominating the semiconductor market. And in terms of diversifying, Nvidia CEO Jensen Huang’s acquisition strategy has helped the firm branch into the automotive industry through high-profile partnerships through its NVIDIA drive network as well as data centers, aided by the acquisition of Mellanox, as well as AI technology through its anticipated takeover of Arm.<blockquote>英伟达仍然主导着半导体市场。在多元化方面，Nvidia首席执行官黄仁勋(Elon Musk)的收购战略帮助该公司通过其NVIDIA drive网络和数据中心建立高调合作伙伴关系，在收购Mellanox的帮助下，以及通过收购人工智能技术，进军汽车行业。预期收购Arm。</blockquote> While the semiconductor industry is certainly crowded, Nvidia has managed to set itself apart beyond its firm base in gaming and graphic chip dominance. As such, it might also be a perfect candidate for mention alongside the long-time tech leaders. Also, its market cap is a healthy $400+ billion, adding to its potential to fit with the rest of the group,according to TheStreet's Kevin Curran.<blockquote>虽然半导体行业确实很拥挤，但英伟达已经成功地超越了其在游戏和图形芯片主导地位方面的坚实基础。因此，它也可能是与长期技术领导者一起提及的完美候选人。此外，TheStreet的凯文·柯伦(Kevin Curran)表示，其市值已超过4000亿美元，这增加了其与集团其他公司接轨的潜力。</blockquote> Nvidia is also among companies that have noted a degree of uncertainty in predicting the impact ofcryptocurrency mining on near-term sales.<blockquote>英伟达也是在预测加密货币挖矿对近期销售的影响方面存在一定程度不确定性的公司之一。</blockquote> \"It's hard to estimate exactly how much and where crypto mining is being done. However, we can only assume that the vast majority of it is contributed by professional miners, especially when the amount of mining increases tremendously like it has,\" CEO Jensen Huang told investors on a conference call this past week.<blockquote>“很难准确估计加密货币挖矿的数量和地点。然而，我们只能假设其中绝大多数是由专业矿工贡献的，特别是当挖矿量像现在这样大幅增加时，”首席执行官黄仁勋上周在电话会议上告诉投资者。</blockquote> TheStreet's Jim Cramer noted in his dailyAction Alerts Plus rundownthis past week that while Nvidia has performed well and itsrecent 4-for-1 stock splitmakes sense, the link betweencryptocurrency mining and Nvidia’s performanceis not necessarily that strong.<blockquote>TheStreet的吉姆·克莱默(Jim Cramer)在上周的DailyAction Alerts Plus Rundown中指出，虽然Nvidia表现良好，而且最近的4比1股票分割也有道理，但加密货币挖矿与Nvidia业绩之间的联系不一定那么强。</blockquote> Nvidia has submitted an application to Chinese competition regulators to review its proposed $40 billion takeover of the U.K. chip designer Arm, according to the Financial Times. The chip company announced the deal about eight months ago and said it expects to close the deal by next March.<blockquote>据英国《金融时报》报道，英伟达已向中国竞争监管机构提交申请，要求审查其以400亿美元收购英国芯片设计公司Arm的提议。这家芯片公司大约在八个月前宣布了这笔交易，并表示预计将在明年3月之前完成交易。</blockquote> Nvidia's application was made in recent weeks and sets in<blockquote>Nvidia的申请是最近几周提出的，并开始</blockquote> motion a period of scrutiny that could take up to 18 months, according to Chinese antitrust lawyers, the Financial Times reported. In February,U.S. federal regulators opened an investigation into Nvidia's agreement to purchase Arm.<blockquote>据英国《金融时报》报道，中国反垄断律师表示，该动议可能需要长达18个月的审查期。2月，美国。联邦监管机构对英伟达收购Arm的协议展开调查。</blockquote> Meanwhile,&nbsp;Broadcom&nbsp;(AVGO) -Get Report&nbsp;issued a bullish fiscal-third quarter revenue outlook and topped estimates in the second quarter onstrong demand for the company's semiconductors.<blockquote>与此同时，博通（AVGO)-Get报告发布了乐观的第三财季收入前景，并因对该公司半导体的强劲需求而超出了第二季度的预期。</blockquote> The company said it expects third-quarter revenue of about $6.75 billion, higher than expectations of $6.6 billion. In addition, the company estimated adjusted EBITDA would 60% of projected revenue, or about $4.05 billion, above estimates of $3.88 billion.<blockquote>该公司表示，预计第三季度营收约为67.5亿美元，高于预期的66亿美元。此外，该公司预计调整后EBITDA将占预计收入的60%，即约40.5亿美元，高于预期的38.8亿美元。</blockquote> “Due to the strength in demand for semiconductors across our multiple end markets, we delivered 20% year-over-year<blockquote>“由于我们多个终端市场对半导体的需求强劲，我们的交付量同比增长了20%</blockquote> increase in semiconductor revenue,” said CEO Hock Tan.<blockquote>半导体收入的增加，”首席执行官Hock Tan说。</blockquote> “Our third-quarter outlook projects this year-over-year growth to sustain, as we continue to see strong demand from service providers and hypercloud.”<blockquote>“我们的第三季度展望预计，由于我们继续看到服务提供商和超云的强劲需求，同比增长将持续。”</blockquote> Cramer is watching the semiconductor capital equipment stocks closely, which he said: \"had let us down.\" \"There was a belief that there was a glut of certain kinds of chips,\" he added.<blockquote>克莱默正在密切关注半导体资本设备股，他表示：“这让我们失望了。”“人们认为某些类型的芯片供过于求，”他补充道。</blockquote> \"And even though a lot of people were worried about the supply of chips, a lot of the smartest people were saying, listen, get out of the semiconductor-capital stocks and there isn't a glut. There is a glut developing of a certain kind and Applied Materials kind of straightened that out.\"<blockquote>“尽管很多人担心芯片的供应，但很多最聪明的人都在说，听着，退出半导体资本股票，就不会出现供过于求的情况。某种类型和应用材料在某种程度上解决了这个问题。”</blockquote> Here is a list of the semiconductor stocks to watch and their performance by percentage change at the close of trading on Tuesday, June 8:<blockquote>以下是值得关注的半导体股票列表及其截至6月8日星期二收盘时的百分比变化表现：</blockquote> Nvidia<blockquote>英伟达</blockquote> Large-cap tech stock Nvidia&nbsp;(NVDA) -Get Report&nbsp;is cruising higher. The company's stock rose afterthe semiconductor makerreported fiscal-first-quarter earnings and revenue that topped analyst expectations. Nvidia reported quarterly earnings of $3.66 a share on revenue of $5.66 billion. Analysts were expecting earnings of $3.29 a share on revenue of $5.4 billion.<blockquote>大盘科技股英伟达(NVDA)-Get报告正在走高。在这家半导体制造商公布的第一财季盈利和收入超出分析师预期后，该公司股价上涨。英伟达公布季度收益为每股3.66美元，营收为56.6亿美元。分析师预计每股收益为3.29美元，营收为54亿美元。</blockquote> Joel Kulina, SVP of Equity Trading at Wedbush Securities,&nbsp;argues for the addition of both Microsoft&nbsp;(MSFT) -Get Report&nbsp;and his chosen semiconductor stalwart Nvidia&nbsp;to result in the catchy FANGMAN,wrote TheStreet's Kevin Curran.&nbsp;“FANGMAN has been one of the better ones I’ve come across, easy to say; includes large-cap growth names across various pockets of tech.”<blockquote>Wedbush Securities股票交易高级副总裁Joel Kulina主张增加两名微软（MSFT）——TheStreet的凯文·柯伦(Kevin Curran)写道，Get Report和他选择的半导体巨头英伟达(Nvidia)造就了朗朗上口的FANGMAN。“FANGMAN是我遇到过的最好的人之一，很容易说；包括各个领域的大型成长型公司。”科技。”</blockquote> Nvidia would fit in well as its dominance in graphics chips has helped the firm assert a dominant market share in graphics cards, clocking in at a whopping 82% market share per Jon Peddie Research.<blockquote>Nvidia将非常适合，因为其在图形芯片领域的主导地位帮助该公司在显卡领域占据主导地位，根据Jon Peddie Research的数据，其市场份额高达82%。</blockquote> TheStreet Quant Ratings rates Nvidiaas a Buy with a rating score of B.<blockquote>TheStreet Quant Ratings将Nvidia评级为买入，评级为B。</blockquote> Applied Materials<blockquote>应用材料</blockquote> Jim Cramer recently named chip equipment&nbsp;major Applied Materials&nbsp;(AMAT) -Get Report&nbsp;asone of the stocks that got away.<blockquote>Jim Cramer最近将芯片设备专业应用材料(阿马特)-获取报告作为逃跑的股票之一。</blockquote> He called out the bull market in semiconductor equipment. We need to make more chips, he said, and companies like Applied Materials&nbsp;can make that happen.<blockquote>他喊出了半导体设备的牛市。他说，我们需要制造更多芯片，而像应用材料公司这样的公司可以实现这一目标。</blockquote> The&nbsp;semiconductor equipment major&nbsp;reported mixed fiscal-second-quarter earnings and received a number of positive reviews and price-target upgrades from Wall Street analysts.<blockquote>这家半导体设备巨头公布的第二财季收益好坏参半，并获得了华尔街分析师的多项积极评价和目标价上调。</blockquote> TheStreet Quant Ratings rates Applied Materialsas a Buy with a rating score of A-.<blockquote>TheStreet Quant Ratings将应用材料公司评级为买入，评级为A-。</blockquote> Qualcomm<blockquote>Qualcomm</blockquote> Shares of Qualcomm&nbsp;(QCOM) -Get Report&nbsp;and other Apple&nbsp;(AAPL) -Get Report&nbsp;suppliers were dropping after a media report said Apple's 5G baseband chip could be used in the iPhone as soon as 2023.<blockquote>高通股份(QCOM)-获取报告和其他苹果(AAPL)-在媒体报道称苹果的5G基带芯片最早可能在2023年用于iPhone后，Get报告供应商纷纷下跌。</blockquote> AppleInsider cited TF International Securities analyst Ming-Chi Kuo as the person making its prediction. Kuo seesQualcomm having to change its strategyto combat order losses from Apple.<blockquote>AppleInsider援引TF International Securities分析师Ming-Chi Kuo作为做出这一预测的人。郭认为高通必须改变策略，以应对苹果的订单损失。</blockquote> Jim Cramer recently said investors should\"own Qualcomm stock.\"<blockquote>吉姆·克莱默最近表示，投资者应该“持有高通股票”。</blockquote> TheStreet Quant Ratings rates Qualcommas a Buy with a rating score of B+.<blockquote>TheStreet Quant Ratings将高通评级为买入，评级为B+。</blockquote> NXP Semiconductors<blockquote>恩智浦半导体</blockquote> NXP Semiconductors&nbsp;(NXPI) -Get Report&nbsp;swung to a stronger-than-expected first-quarter profit from a year-earlier loss on 27% higher revenue.<blockquote>恩智浦半导体(NXPI)-Get报告显示，第一季度利润从上年同期亏损转为强于预期，收入增长27%。</blockquote> The Eindhoven, Netherlands, chipmaker reported that it earned $1.25 a share compared with a loss of 8 cents a share in the year-earlier quarter. Revenue reached $2.57 billion from $2.02 billion.<blockquote>这家总部位于荷兰埃因霍温的芯片制造商报告称，每股盈利1.25美元，而去年同期每股亏损8美分。营收从20.2亿美元达到25.7亿美元。</blockquote> TheStreet Quant Ratings rates NXP Semiconductorsas a Buy with a rating score of B.<blockquote>TheStreet Quant Ratings将恩智浦半导体评级为买入，评级为B。</blockquote> Advanced Micro Devices<blockquote>先进微设备公司</blockquote> Advanced Micro Devices&nbsp;(AMD) -Get Report&nbsp;was higher this past week after Benchmark initiatedcoverage of the chipmakerwith a buy rating and $100 price target.<blockquote>先进微设备公司（AMD)-在Benchmark首次对这家芯片制造商给予买入评级和100美元的目标价后，Get报告上周走高。</blockquote> Analyst Cody Acree said he expected \"the firm’s leadership to continue to drive share gains for at least the next few years.\"<blockquote>分析师科迪·阿克里(Cody Acree)表示，他预计“该公司的领导层至少在未来几年内将继续推动股价上涨”。</blockquote> TheStreet Quant Ratings rates AMDas a Buy with a rating score of B.<blockquote>TheStreet Quant Ratings将AMDas评为买入，评级为B。</blockquote> Taiwan Semiconductor Manufacturing<blockquote>台积电</blockquote> Cramer recently said&nbsp;that if investors think chips are truly in short supply and we need capital equipment, then the company they most need is Lam Research(LRCX) -Get Report, other than Taiwan Semiconductor Manufacturing(TSM) -Get Report.<blockquote>Cramer最近表示，如果投资者认为芯片确实供不应求，我们需要资本设备，那么他们最需要的公司就是Lam Research(LRCX)-获取报告，台积电除外(TSM)-获取报告。</blockquote> Cramer spoke recently aboutpicking stocks against a broad worldview, and Taiwan Semiconductors was discussed.<blockquote>克莱默最近谈到了根据广阔的世界观挑选股票，并讨论了台积电。</blockquote> \"For me, I'm particularly concerned about the Chinese making a move on Taiwan. We're squeezing their critical companies to the de facto takeover of Taiwan Semiconductor.I don't want inflation to be so raging that Jay Powell can't engineer a soft landing,\" Cramer said.<blockquote>“对我来说，我特别担心中国人对台湾采取行动。我们正在迫使他们的关键公司事实上收购台积电。我不希望通货膨胀如此严重，以至于杰伊·鲍威尔无法做到这一点。”设计软着陆，”克莱默说。</blockquote> TheStreet Quant Ratings rates TSMas a Buy with a rating score of A.<blockquote>TheStreet Quant Ratings将TSMA评级为买入，评级为A。</blockquote> Micron Technology<blockquote>美光科技</blockquote> Micron Technology&nbsp;(MU) -Get Report&nbsp;recently announced the successful closing of nearly$3.7 billion inaugural sustainability-linked credit facilities.<blockquote>美光科技(穆)-Get Report最近宣布成功完成了近37亿美元的首笔可持续发展相关信贷安排。</blockquote> The facilities, which create additional long-term value for Micron's stakeholders, reinforce the company's commitment to sustainability and 2030 environmental goals.<blockquote>这些设施为美光科技的利益相关者创造了额外的长期价值，强化了公司对可持续发展和2030年环境目标的承诺。</blockquote> TheStreet Quant Ratings rates Micronas a Buy with a rating score of B.<blockquote>TheStreet Quant Ratings将Micronas评为买入，评级为B。</blockquote> Broadcom<blockquote>Broadcom</blockquote> Broadcom&nbsp;(AVGO) -Get Report&nbsp;has performed quite well over the past year, up about 55% in that span. However, the stock has been relatively stagnant so far in 2021, up just 6%.<blockquote>博通(AVGO)-Get Report在过去一年中表现相当不错，同期增长了约55%。然而，2021年迄今为止，该股相对停滞，仅上涨6%。</blockquote> From early November to mid-February, Broadcom really found its groove. Shares rallied more than 40% in that span as the chipmaker saw its stock glide higher. While Broadcom topped out around the time that other high-growth stocks did, it didn’t suffer the same fate as those caught in theensuing bear market.<blockquote>从11月初到2月中旬，博通真正找到了自己的最佳状态。随着这家芯片制造商的股价下滑，其股价在此期间上涨了40%以上。虽然博通与其他高增长股票一样在同一时间见顶，但它并没有遭受与那些陷入随后熊市的股票相同的命运。</blockquote> \"This is a high-multiple stock that has people spooked. I own it for my charitable trust and you should, too.\" Cramer recently said of Broadcomduring a Mad Money Lightning Round.<blockquote>“这是一只让人们感到害怕的高市盈率股票。我持有它是为了我的慈善信托，你也应该这样做。”克莱默最近在一轮疯狂的资金闪电中谈到了Broadcom。</blockquote> TheStreet Quant Ratings rates Broadcomas a Buy with a rating score of B.<blockquote>TheStreet Quant Ratings将Broadcomas评级为买入，评级为B。</blockquote> Intel<blockquote>英特尔</blockquote> Analyst Cody Acree said in a research note that AMD's management, led by Chief Executive Lisa Su, \"has developed a base processor architecture (Zen), and its generational improvements, that have proven over the last few years to be highly competitive - and often superior - to Intel’s&nbsp;(INTC) -Get Report&nbsp;designs, particularly with AMD using Taiwan Semiconductor’s&nbsp;most advanced commercial volume lithography process.\"<blockquote>分析师Cody Acree在一份研究报告中表示，由首席执行官Lisa Su领导的AMD管理层“开发了一种基本处理器架构(Zen)及其世代改进，在过去几年中已被证明具有很强的竞争力，而且往往优于英特尔（INTC）-获取报告设计，特别是使用台积电最先进的商业批量光刻工艺的AMD。”</blockquote> In January Su unveiled theRyzen 5000 Zen 3series, a new generation of mobile and desktop gaming chips.<blockquote>一月份，Su推出了新一代移动和桌面游戏芯片TheryZen 5000 Zen 3系列。</blockquote> \"While Intel has struggled to respond with a trump architectural offering, its biggest challenge ... has been that Intel mismanaged its pace of bleeding-end manufacturing technology, leaving the company at a disadvantage to the leading foundry providers,\" Acree said.<blockquote>Acree表示：“虽然英特尔一直在努力应对特朗普架构产品，但其最大的挑战……是英特尔对其尖端制造技术的步伐管理不善，使该公司相对于领先的代工供应商处于劣势。”</blockquote> With Intel somewhat handcuffed, the analyst added, \"AMD has been able to capitalize on the opportunity and has been gaining broad market share over the past few years.\"<blockquote>这位分析师补充道，由于英特尔受到了一定程度的束缚，“AMD已经能够利用这个机会，并在过去几年中获得了广泛的市场份额。”</blockquote> Intel, despite what the company keeps saying, is nowhere, according to Cramer. \"Yes, it bothers me right now that the stock is down a buck. Yes! It's killing me! And Intel keeps saying that they're going to pass AMD any minute. That's nonsense,\" Cramer said.<blockquote>克莱默表示，尽管英特尔一直在说什么，但该公司却无处可去。“是的，现在股价下跌了一美元，这让我很困扰。是的！这简直要了我的命！英特尔一直说他们随时都会超过AMD。那是胡说八道，”克莱默说。</blockquote> TheStreet Quant Ratings rates Intelas a Buy with a rating score of A-.<blockquote>TheStreet Quant Ratings将英特尔评级为买入，评级为A-。</blockquote> Texas Instruments<blockquote>德州仪器</blockquote> Chipmaker Texas Instruments&nbsp;(TXN) -Get Report&nbsp;reported first-quarter revenue and earnings that topped analyst estimates, as well as strong second-quarter guidance.<blockquote>芯片制造商德州仪器(TXN)-Get Report报告第一季度收入和盈利超出分析师预期，第二季度指引也强劲。</blockquote> The company reported first-quarter revenue of $4.29 billionvs. the analyst consensus of $4.00 billion, while adjusted earnings came in at $1.87 per share versus consensus estimates for $1.58 per share. Operating income for the quarter was $1.94 billion vs. consensus estimates of $1.71 billion.<blockquote>该公司公布第一季度营收为42.9亿美元。分析师普遍预期为40亿美元，调整后收益为每股1.87美元，而市场普遍预期为每股1.58美元。该季度营业收入为19.4亿美元，市场普遍预期为17.1亿美元。</blockquote> TheStreet Quant Ratings rates Texas Instrumentsas a Buy with a rating score of A.<blockquote>TheStreet Quant Ratings将德州仪器评级为买入，评级为A。</blockquote> AMD, Broadcom, and Nvidia are key holdings inJim Cramer'sAction Alerts PLUS charitable trust.Want to be alerted before Jim Cramer buys or sells any stock?Learn more from Cramer and his membership team now.<blockquote>AMD、博通和Nvidia是Jim Cramer的Action Alerts Plus慈善信托基金的主要持股。想在吉姆·克莱默购买或出售任何股票之前收到提醒吗？立即向克莱默和他的会员团队了解更多信息。</blockquote>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Semiconductor Watchlist: Jim Cramer Says to Own Nvidia, AMD and Broadcom<blockquote>半导体观察名单：吉姆·克莱默表示将拥有英伟达、AMD和博通</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nSemiconductor Watchlist: Jim Cramer Says to Own Nvidia, AMD and Broadcom<blockquote>半导体观察名单：吉姆·克莱默表示将拥有英伟达、AMD和博通</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nThe Street2021-06-09 20:37\n\n</h4>\n</header>\n<article>\n See buy or sell recommendations for AMD, Applied Materials, Qualcomm, NXP, Broadcom, Taiwan Semiconductor, and more semiconductor stocks. China's memory chip makers are pushing into the lower end of the market even as the country faces an increasingly steep uphill battle to achieve its self-sufficiency goals amid ongoing geopolitical tensions and a global semiconductor shortage that's expected to run into next year,according to South China Morning Post.<blockquote>查看AMD、应用材料、高通、恩智浦、博通、台积电和更多半导体股票的买入或卖出建议。据《南华早报》报道，尽管在持续的地缘政治紧张局势和预计将持续到明年的全球半导体短缺的情况下，中国在实现自给自足目标方面面临着越来越艰巨的战斗，但中国的存储芯片制造商正在进军低端市场。</blockquote> Yangtze YTMC and Changxin Memory Technologies represent a new disruptive force in the sector and are expected to increase global capacity by 29 percent between 2020 and 2022, economists from investment bank Natixis said on Wednesday.<blockquote>投资银行Natixis的经济学家周三表示，长江YTMC和长鑫存储技术代表了该行业的一股新的颠覆性力量，预计在2020年至2022年间全球产能将增加29%。</blockquote> TheStreet's Jim Cramer is eyeing Applied Materials&nbsp;(AMAT) -Get Report&nbsp;and other semiconductor capital equipment stocks. \"They haven't let us down,\"Cramer said&nbsp;in a conversation with TheStreet's Katherine Ross. \"When you get that group going, that's the best leadership group there is,\" he added.<blockquote>TheStreet的吉姆·克莱默(Jim Cramer)正在关注应用材料公司(阿马特）-获取报告和其他半导体资本设备股票。“他们没有让我们失望，”克莱默在与TheStreet的凯瑟琳·罗斯的对话中说道。“当你让这个团队运转起来时，那就是最好的领导团队，”他补充道。</blockquote> Cramer also said Monday that the key to the market for him is still the Nasdaq. \"We need to see Advanced Micro Devices&nbsp;(AMD) -Get Report&nbsp;not get beaten down by Nvidia&nbsp;(NVDA) -Get Report... We need to see all sorts of technology stocks keep up with what I regard as a runaway industrial market,\" he said.<blockquote>克莱默周一还表示，对他来说，市场的关键仍然是纳斯达克。“我们需要看到先进微设备（AMD)-获取报告而不是被Nvidia击败(NVDA)-获取报告...我们需要看到各种科技股跟上我所认为的失控工业市场的步伐，”他说。</blockquote> Nvidia is still dominating the semiconductor market. And in terms of diversifying, Nvidia CEO Jensen Huang’s acquisition strategy has helped the firm branch into the automotive industry through high-profile partnerships through its NVIDIA drive network as well as data centers, aided by the acquisition of Mellanox, as well as AI technology through its anticipated takeover of Arm.<blockquote>英伟达仍然主导着半导体市场。在多元化方面，Nvidia首席执行官黄仁勋(Elon Musk)的收购战略帮助该公司通过其NVIDIA drive网络和数据中心建立高调合作伙伴关系，在收购Mellanox的帮助下，以及通过收购人工智能技术，进军汽车行业。预期收购Arm。</blockquote> While the semiconductor industry is certainly crowded, Nvidia has managed to set itself apart beyond its firm base in gaming and graphic chip dominance. As such, it might also be a perfect candidate for mention alongside the long-time tech leaders. Also, its market cap is a healthy $400+ billion, adding to its potential to fit with the rest of the group,according to TheStreet's Kevin Curran.<blockquote>虽然半导体行业确实很拥挤，但英伟达已经成功地超越了其在游戏和图形芯片主导地位方面的坚实基础。因此，它也可能是与长期技术领导者一起提及的完美候选人。此外，TheStreet的凯文·柯伦(Kevin Curran)表示，其市值已超过4000亿美元，这增加了其与集团其他公司接轨的潜力。</blockquote> Nvidia is also among companies that have noted a degree of uncertainty in predicting the impact ofcryptocurrency mining on near-term sales.<blockquote>英伟达也是在预测加密货币挖矿对近期销售的影响方面存在一定程度不确定性的公司之一。</blockquote> \"It's hard to estimate exactly how much and where crypto mining is being done. However, we can only assume that the vast majority of it is contributed by professional miners, especially when the amount of mining increases tremendously like it has,\" CEO Jensen Huang told investors on a conference call this past week.<blockquote>“很难准确估计加密货币挖矿的数量和地点。然而，我们只能假设其中绝大多数是由专业矿工贡献的，特别是当挖矿量像现在这样大幅增加时，”首席执行官黄仁勋上周在电话会议上告诉投资者。</blockquote> TheStreet's Jim Cramer noted in his dailyAction Alerts Plus rundownthis past week that while Nvidia has performed well and itsrecent 4-for-1 stock splitmakes sense, the link betweencryptocurrency mining and Nvidia’s performanceis not necessarily that strong.<blockquote>TheStreet的吉姆·克莱默(Jim Cramer)在上周的DailyAction Alerts Plus Rundown中指出，虽然Nvidia表现良好，而且最近的4比1股票分割也有道理，但加密货币挖矿与Nvidia业绩之间的联系不一定那么强。</blockquote> Nvidia has submitted an application to Chinese competition regulators to review its proposed $40 billion takeover of the U.K. chip designer Arm, according to the Financial Times. The chip company announced the deal about eight months ago and said it expects to close the deal by next March.<blockquote>据英国《金融时报》报道，英伟达已向中国竞争监管机构提交申请，要求审查其以400亿美元收购英国芯片设计公司Arm的提议。这家芯片公司大约在八个月前宣布了这笔交易，并表示预计将在明年3月之前完成交易。</blockquote> Nvidia's application was made in recent weeks and sets in<blockquote>Nvidia的申请是最近几周提出的，并开始</blockquote> motion a period of scrutiny that could take up to 18 months, according to Chinese antitrust lawyers, the Financial Times reported. In February,U.S. federal regulators opened an investigation into Nvidia's agreement to purchase Arm.<blockquote>据英国《金融时报》报道，中国反垄断律师表示，该动议可能需要长达18个月的审查期。2月，美国。联邦监管机构对英伟达收购Arm的协议展开调查。</blockquote> Meanwhile,&nbsp;Broadcom&nbsp;(AVGO) -Get Report&nbsp;issued a bullish fiscal-third quarter revenue outlook and topped estimates in the second quarter onstrong demand for the company's semiconductors.<blockquote>与此同时，博通（AVGO)-Get报告发布了乐观的第三财季收入前景，并因对该公司半导体的强劲需求而超出了第二季度的预期。</blockquote> The company said it expects third-quarter revenue of about $6.75 billion, higher than expectations of $6.6 billion. In addition, the company estimated adjusted EBITDA would 60% of projected revenue, or about $4.05 billion, above estimates of $3.88 billion.<blockquote>该公司表示，预计第三季度营收约为67.5亿美元，高于预期的66亿美元。此外，该公司预计调整后EBITDA将占预计收入的60%，即约40.5亿美元，高于预期的38.8亿美元。</blockquote> “Due to the strength in demand for semiconductors across our multiple end markets, we delivered 20% year-over-year<blockquote>“由于我们多个终端市场对半导体的需求强劲，我们的交付量同比增长了20%</blockquote> increase in semiconductor revenue,” said CEO Hock Tan.<blockquote>半导体收入的增加，”首席执行官Hock Tan说。</blockquote> “Our third-quarter outlook projects this year-over-year growth to sustain, as we continue to see strong demand from service providers and hypercloud.”<blockquote>“我们的第三季度展望预计，由于我们继续看到服务提供商和超云的强劲需求，同比增长将持续。”</blockquote> Cramer is watching the semiconductor capital equipment stocks closely, which he said: \"had let us down.\" \"There was a belief that there was a glut of certain kinds of chips,\" he added.<blockquote>克莱默正在密切关注半导体资本设备股，他表示：“这让我们失望了。”“人们认为某些类型的芯片供过于求，”他补充道。</blockquote> \"And even though a lot of people were worried about the supply of chips, a lot of the smartest people were saying, listen, get out of the semiconductor-capital stocks and there isn't a glut. There is a glut developing of a certain kind and Applied Materials kind of straightened that out.\"<blockquote>“尽管很多人担心芯片的供应，但很多最聪明的人都在说，听着，退出半导体资本股票，就不会出现供过于求的情况。某种类型和应用材料在某种程度上解决了这个问题。”</blockquote> Here is a list of the semiconductor stocks to watch and their performance by percentage change at the close of trading on Tuesday, June 8:<blockquote>以下是值得关注的半导体股票列表及其截至6月8日星期二收盘时的百分比变化表现：</blockquote> Nvidia<blockquote>英伟达</blockquote> Large-cap tech stock Nvidia&nbsp;(NVDA) -Get Report&nbsp;is cruising higher. The company's stock rose afterthe semiconductor makerreported fiscal-first-quarter earnings and revenue that topped analyst expectations. Nvidia reported quarterly earnings of $3.66 a share on revenue of $5.66 billion. Analysts were expecting earnings of $3.29 a share on revenue of $5.4 billion.<blockquote>大盘科技股英伟达(NVDA)-Get报告正在走高。在这家半导体制造商公布的第一财季盈利和收入超出分析师预期后，该公司股价上涨。英伟达公布季度收益为每股3.66美元，营收为56.6亿美元。分析师预计每股收益为3.29美元，营收为54亿美元。</blockquote> Joel Kulina, SVP of Equity Trading at Wedbush Securities,&nbsp;argues for the addition of both Microsoft&nbsp;(MSFT) -Get Report&nbsp;and his chosen semiconductor stalwart Nvidia&nbsp;to result in the catchy FANGMAN,wrote TheStreet's Kevin Curran.&nbsp;“FANGMAN has been one of the better ones I’ve come across, easy to say; includes large-cap growth names across various pockets of tech.”<blockquote>Wedbush Securities股票交易高级副总裁Joel Kulina主张增加两名微软（MSFT）——TheStreet的凯文·柯伦(Kevin Curran)写道，Get Report和他选择的半导体巨头英伟达(Nvidia)造就了朗朗上口的FANGMAN。“FANGMAN是我遇到过的最好的人之一，很容易说；包括各个领域的大型成长型公司。”科技。”</blockquote> Nvidia would fit in well as its dominance in graphics chips has helped the firm assert a dominant market share in graphics cards, clocking in at a whopping 82% market share per Jon Peddie Research.<blockquote>Nvidia将非常适合，因为其在图形芯片领域的主导地位帮助该公司在显卡领域占据主导地位，根据Jon Peddie Research的数据，其市场份额高达82%。</blockquote> TheStreet Quant Ratings rates Nvidiaas a Buy with a rating score of B.<blockquote>TheStreet Quant Ratings将Nvidia评级为买入，评级为B。</blockquote> Applied Materials<blockquote>应用材料</blockquote> Jim Cramer recently named chip equipment&nbsp;major Applied Materials&nbsp;(AMAT) -Get Report&nbsp;asone of the stocks that got away.<blockquote>Jim Cramer最近将芯片设备专业应用材料(阿马特)-获取报告作为逃跑的股票之一。</blockquote> He called out the bull market in semiconductor equipment. We need to make more chips, he said, and companies like Applied Materials&nbsp;can make that happen.<blockquote>他喊出了半导体设备的牛市。他说，我们需要制造更多芯片，而像应用材料公司这样的公司可以实现这一目标。</blockquote> The&nbsp;semiconductor equipment major&nbsp;reported mixed fiscal-second-quarter earnings and received a number of positive reviews and price-target upgrades from Wall Street analysts.<blockquote>这家半导体设备巨头公布的第二财季收益好坏参半，并获得了华尔街分析师的多项积极评价和目标价上调。</blockquote> TheStreet Quant Ratings rates Applied Materialsas a Buy with a rating score of A-.<blockquote>TheStreet Quant Ratings将应用材料公司评级为买入，评级为A-。</blockquote> Qualcomm<blockquote>Qualcomm</blockquote> Shares of Qualcomm&nbsp;(QCOM) -Get Report&nbsp;and other Apple&nbsp;(AAPL) -Get Report&nbsp;suppliers were dropping after a media report said Apple's 5G baseband chip could be used in the iPhone as soon as 2023.<blockquote>高通股份(QCOM)-获取报告和其他苹果(AAPL)-在媒体报道称苹果的5G基带芯片最早可能在2023年用于iPhone后，Get报告供应商纷纷下跌。</blockquote> AppleInsider cited TF International Securities analyst Ming-Chi Kuo as the person making its prediction. Kuo seesQualcomm having to change its strategyto combat order losses from Apple.<blockquote>AppleInsider援引TF International Securities分析师Ming-Chi Kuo作为做出这一预测的人。郭认为高通必须改变策略，以应对苹果的订单损失。</blockquote> Jim Cramer recently said investors should\"own Qualcomm stock.\"<blockquote>吉姆·克莱默最近表示，投资者应该“持有高通股票”。</blockquote> TheStreet Quant Ratings rates Qualcommas a Buy with a rating score of B+.<blockquote>TheStreet Quant Ratings将高通评级为买入，评级为B+。</blockquote> NXP Semiconductors<blockquote>恩智浦半导体</blockquote> NXP Semiconductors&nbsp;(NXPI) -Get Report&nbsp;swung to a stronger-than-expected first-quarter profit from a year-earlier loss on 27% higher revenue.<blockquote>恩智浦半导体(NXPI)-Get报告显示，第一季度利润从上年同期亏损转为强于预期，收入增长27%。</blockquote> The Eindhoven, Netherlands, chipmaker reported that it earned $1.25 a share compared with a loss of 8 cents a share in the year-earlier quarter. Revenue reached $2.57 billion from $2.02 billion.<blockquote>这家总部位于荷兰埃因霍温的芯片制造商报告称，每股盈利1.25美元，而去年同期每股亏损8美分。营收从20.2亿美元达到25.7亿美元。</blockquote> TheStreet Quant Ratings rates NXP Semiconductorsas a Buy with a rating score of B.<blockquote>TheStreet Quant Ratings将恩智浦半导体评级为买入，评级为B。</blockquote> Advanced Micro Devices<blockquote>先进微设备公司</blockquote> Advanced Micro Devices&nbsp;(AMD) -Get Report&nbsp;was higher this past week after Benchmark initiatedcoverage of the chipmakerwith a buy rating and $100 price target.<blockquote>先进微设备公司（AMD)-在Benchmark首次对这家芯片制造商给予买入评级和100美元的目标价后，Get报告上周走高。</blockquote> Analyst Cody Acree said he expected \"the firm’s leadership to continue to drive share gains for at least the next few years.\"<blockquote>分析师科迪·阿克里(Cody Acree)表示，他预计“该公司的领导层至少在未来几年内将继续推动股价上涨”。</blockquote> TheStreet Quant Ratings rates AMDas a Buy with a rating score of B.<blockquote>TheStreet Quant Ratings将AMDas评为买入，评级为B。</blockquote> Taiwan Semiconductor Manufacturing<blockquote>台积电</blockquote> Cramer recently said&nbsp;that if investors think chips are truly in short supply and we need capital equipment, then the company they most need is Lam Research(LRCX) -Get Report, other than Taiwan Semiconductor Manufacturing(TSM) -Get Report.<blockquote>Cramer最近表示，如果投资者认为芯片确实供不应求，我们需要资本设备，那么他们最需要的公司就是Lam Research(LRCX)-获取报告，台积电除外(TSM)-获取报告。</blockquote> Cramer spoke recently aboutpicking stocks against a broad worldview, and Taiwan Semiconductors was discussed.<blockquote>克莱默最近谈到了根据广阔的世界观挑选股票，并讨论了台积电。</blockquote> \"For me, I'm particularly concerned about the Chinese making a move on Taiwan. We're squeezing their critical companies to the de facto takeover of Taiwan Semiconductor.I don't want inflation to be so raging that Jay Powell can't engineer a soft landing,\" Cramer said.<blockquote>“对我来说，我特别担心中国人对台湾采取行动。我们正在迫使他们的关键公司事实上收购台积电。我不希望通货膨胀如此严重，以至于杰伊·鲍威尔无法做到这一点。”设计软着陆，”克莱默说。</blockquote> TheStreet Quant Ratings rates TSMas a Buy with a rating score of A.<blockquote>TheStreet Quant Ratings将TSMA评级为买入，评级为A。</blockquote> Micron Technology<blockquote>美光科技</blockquote> Micron Technology&nbsp;(MU) -Get Report&nbsp;recently announced the successful closing of nearly$3.7 billion inaugural sustainability-linked credit facilities.<blockquote>美光科技(穆)-Get Report最近宣布成功完成了近37亿美元的首笔可持续发展相关信贷安排。</blockquote> The facilities, which create additional long-term value for Micron's stakeholders, reinforce the company's commitment to sustainability and 2030 environmental goals.<blockquote>这些设施为美光科技的利益相关者创造了额外的长期价值，强化了公司对可持续发展和2030年环境目标的承诺。</blockquote> TheStreet Quant Ratings rates Micronas a Buy with a rating score of B.<blockquote>TheStreet Quant Ratings将Micronas评为买入，评级为B。</blockquote> Broadcom<blockquote>Broadcom</blockquote> Broadcom&nbsp;(AVGO) -Get Report&nbsp;has performed quite well over the past year, up about 55% in that span. However, the stock has been relatively stagnant so far in 2021, up just 6%.<blockquote>博通(AVGO)-Get Report在过去一年中表现相当不错，同期增长了约55%。然而，2021年迄今为止，该股相对停滞，仅上涨6%。</blockquote> From early November to mid-February, Broadcom really found its groove. Shares rallied more than 40% in that span as the chipmaker saw its stock glide higher. While Broadcom topped out around the time that other high-growth stocks did, it didn’t suffer the same fate as those caught in theensuing bear market.<blockquote>从11月初到2月中旬，博通真正找到了自己的最佳状态。随着这家芯片制造商的股价下滑，其股价在此期间上涨了40%以上。虽然博通与其他高增长股票一样在同一时间见顶，但它并没有遭受与那些陷入随后熊市的股票相同的命运。</blockquote> \"This is a high-multiple stock that has people spooked. I own it for my charitable trust and you should, too.\" Cramer recently said of Broadcomduring a Mad Money Lightning Round.<blockquote>“这是一只让人们感到害怕的高市盈率股票。我持有它是为了我的慈善信托，你也应该这样做。”克莱默最近在一轮疯狂的资金闪电中谈到了Broadcom。</blockquote> TheStreet Quant Ratings rates Broadcomas a Buy with a rating score of B.<blockquote>TheStreet Quant Ratings将Broadcomas评级为买入，评级为B。</blockquote> Intel<blockquote>英特尔</blockquote> Analyst Cody Acree said in a research note that AMD's management, led by Chief Executive Lisa Su, \"has developed a base processor architecture (Zen), and its generational improvements, that have proven over the last few years to be highly competitive - and often superior - to Intel’s&nbsp;(INTC) -Get Report&nbsp;designs, particularly with AMD using Taiwan Semiconductor’s&nbsp;most advanced commercial volume lithography process.\"<blockquote>分析师Cody Acree在一份研究报告中表示，由首席执行官Lisa Su领导的AMD管理层“开发了一种基本处理器架构(Zen)及其世代改进，在过去几年中已被证明具有很强的竞争力，而且往往优于英特尔（INTC）-获取报告设计，特别是使用台积电最先进的商业批量光刻工艺的AMD。”</blockquote> In January Su unveiled theRyzen 5000 Zen 3series, a new generation of mobile and desktop gaming chips.<blockquote>一月份，Su推出了新一代移动和桌面游戏芯片TheryZen 5000 Zen 3系列。</blockquote> \"While Intel has struggled to respond with a trump architectural offering, its biggest challenge ... has been that Intel mismanaged its pace of bleeding-end manufacturing technology, leaving the company at a disadvantage to the leading foundry providers,\" Acree said.<blockquote>Acree表示：“虽然英特尔一直在努力应对特朗普架构产品，但其最大的挑战……是英特尔对其尖端制造技术的步伐管理不善，使该公司相对于领先的代工供应商处于劣势。”</blockquote> With Intel somewhat handcuffed, the analyst added, \"AMD has been able to capitalize on the opportunity and has been gaining broad market share over the past few years.\"<blockquote>这位分析师补充道，由于英特尔受到了一定程度的束缚，“AMD已经能够利用这个机会，并在过去几年中获得了广泛的市场份额。”</blockquote> Intel, despite what the company keeps saying, is nowhere, according to Cramer. \"Yes, it bothers me right now that the stock is down a buck. Yes! It's killing me! And Intel keeps saying that they're going to pass AMD any minute. That's nonsense,\" Cramer said.<blockquote>克莱默表示，尽管英特尔一直在说什么，但该公司却无处可去。“是的，现在股价下跌了一美元，这让我很困扰。是的！这简直要了我的命！英特尔一直说他们随时都会超过AMD。那是胡说八道，”克莱默说。</blockquote> TheStreet Quant Ratings rates Intelas a Buy with a rating score of A-.<blockquote>TheStreet Quant Ratings将英特尔评级为买入，评级为A-。</blockquote> Texas Instruments<blockquote>德州仪器</blockquote> Chipmaker Texas Instruments&nbsp;(TXN) -Get Report&nbsp;reported first-quarter revenue and earnings that topped analyst estimates, as well as strong second-quarter guidance.<blockquote>芯片制造商德州仪器(TXN)-Get Report报告第一季度收入和盈利超出分析师预期，第二季度指引也强劲。</blockquote> The company reported first-quarter revenue of $4.29 billionvs. the analyst consensus of $4.00 billion, while adjusted earnings came in at $1.87 per share versus consensus estimates for $1.58 per share. Operating income for the quarter was $1.94 billion vs. consensus estimates of $1.71 billion.<blockquote>该公司公布第一季度营收为42.9亿美元。分析师普遍预期为40亿美元，调整后收益为每股1.87美元，而市场普遍预期为每股1.58美元。该季度营业收入为19.4亿美元，市场普遍预期为17.1亿美元。</blockquote> TheStreet Quant Ratings rates Texas Instrumentsas a Buy with a rating score of A.<blockquote>TheStreet Quant Ratings将德州仪器评级为买入，评级为A。</blockquote> AMD, Broadcom, and Nvidia are key holdings inJim Cramer'sAction Alerts PLUS charitable trust.Want to be alerted before Jim Cramer buys or sells any stock?Learn more from Cramer and his membership team now.<blockquote>AMD、博通和Nvidia是Jim Cramer的Action Alerts Plus慈善信托基金的主要持股。想在吉姆·克莱默购买或出售任何股票之前收到提醒吗？立即向克莱默和他的会员团队了解更多信息。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/technology/semiconductor-watchlist-jim-cramer-says-to-own-nvidia-amd-broadcom\">The Street</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":{"NXPI":"恩智浦","MU":"美光科技","TXN":"德州仪器","TSM":"台积电","NVDA":"英伟达","AMD":"美国超微公司","AMAT":"应用材料","QCOM":"高通","INTC":"英特尔","AVGO":"博通"},"source_url":"https://www.thestreet.com/technology/semiconductor-watchlist-jim-cramer-says-to-own-nvidia-amd-broadcom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163875762","content_text":"See buy or sell recommendations for AMD, Applied Materials, Qualcomm, NXP, Broadcom, Taiwan Semiconductor, and more semiconductor stocks.\n\nChina's memory chip makers are pushing into the lower end of the market even as the country faces an increasingly steep uphill battle to achieve its self-sufficiency goals amid ongoing geopolitical tensions and a global semiconductor shortage that's expected to run into next year,according to South China Morning Post.\nYangtze YTMC and Changxin Memory Technologies represent a new disruptive force in the sector and are expected to increase global capacity by 29 percent between 2020 and 2022, economists from investment bank Natixis said on Wednesday.\nTheStreet's Jim Cramer is eyeing Applied Materials (AMAT) -Get Report and other semiconductor capital equipment stocks. \"They haven't let us down,\"Cramer said in a conversation with TheStreet's Katherine Ross. \"When you get that group going, that's the best leadership group there is,\" he added.\nCramer also said Monday that the key to the market for him is still the Nasdaq. \"We need to see Advanced Micro Devices (AMD) -Get Report not get beaten down by Nvidia (NVDA) -Get Report... We need to see all sorts of technology stocks keep up with what I regard as a runaway industrial market,\" he said.\nNvidia is still dominating the semiconductor market. And in terms of diversifying, Nvidia CEO Jensen Huang’s acquisition strategy has helped the firm branch into the automotive industry through high-profile partnerships through its NVIDIA drive network as well as data centers, aided by the acquisition of Mellanox, as well as AI technology through its anticipated takeover of Arm.\nWhile the semiconductor industry is certainly crowded, Nvidia has managed to set itself apart beyond its firm base in gaming and graphic chip dominance. As such, it might also be a perfect candidate for mention alongside the long-time tech leaders. Also, its market cap is a healthy $400+ billion, adding to its potential to fit with the rest of the group,according to TheStreet's Kevin Curran.\nNvidia is also among companies that have noted a degree of uncertainty in predicting the impact ofcryptocurrency mining on near-term sales.\n\"It's hard to estimate exactly how much and where crypto mining is being done. However, we can only assume that the vast majority of it is contributed by professional miners, especially when the amount of mining increases tremendously like it has,\" CEO Jensen Huang told investors on a conference call this past week.\nTheStreet's Jim Cramer noted in his dailyAction Alerts Plus rundownthis past week that while Nvidia has performed well and itsrecent 4-for-1 stock splitmakes sense, the link betweencryptocurrency mining and Nvidia’s performanceis not necessarily that strong.\nNvidia has submitted an application to Chinese competition regulators to review its proposed $40 billion takeover of the U.K. chip designer Arm, according to the Financial Times. The chip company announced the deal about eight months ago and said it expects to close the deal by next March.\nNvidia's application was made in recent weeks and sets in\nmotion a period of scrutiny that could take up to 18 months, according to Chinese antitrust lawyers, the Financial Times reported. In February,U.S. federal regulators opened an investigation into Nvidia's agreement to purchase Arm.\nMeanwhile, Broadcom (AVGO) -Get Report issued a bullish fiscal-third quarter revenue outlook and topped estimates in the second quarter onstrong demand for the company's semiconductors.\nThe company said it expects third-quarter revenue of about $6.75 billion, higher than expectations of $6.6 billion. In addition, the company estimated adjusted EBITDA would 60% of projected revenue, or about $4.05 billion, above estimates of $3.88 billion.\n“Due to the strength in demand for semiconductors across our multiple end markets, we delivered 20% year-over-year\nincrease in semiconductor revenue,” said CEO Hock Tan.\n“Our third-quarter outlook projects this year-over-year growth to sustain, as we continue to see strong demand from service providers and hypercloud.”\nCramer is watching the semiconductor capital equipment stocks closely, which he said: \"had let us down.\" \"There was a belief that there was a glut of certain kinds of chips,\" he added.\n\"And even though a lot of people were worried about the supply of chips, a lot of the smartest people were saying, listen, get out of the semiconductor-capital stocks and there isn't a glut. There is a glut developing of a certain kind and Applied Materials kind of straightened that out.\"\nHere is a list of the semiconductor stocks to watch and their performance by percentage change at the close of trading on Tuesday, June 8:\nNvidia\nLarge-cap tech stock Nvidia (NVDA) -Get Report is cruising higher. The company's stock rose afterthe semiconductor makerreported fiscal-first-quarter earnings and revenue that topped analyst expectations. Nvidia reported quarterly earnings of $3.66 a share on revenue of $5.66 billion. Analysts were expecting earnings of $3.29 a share on revenue of $5.4 billion.\nJoel Kulina, SVP of Equity Trading at Wedbush Securities, argues for the addition of both Microsoft (MSFT) -Get Report and his chosen semiconductor stalwart Nvidia to result in the catchy FANGMAN,wrote TheStreet's Kevin Curran. “FANGMAN has been one of the better ones I’ve come across, easy to say; includes large-cap growth names across various pockets of tech.”\nNvidia would fit in well as its dominance in graphics chips has helped the firm assert a dominant market share in graphics cards, clocking in at a whopping 82% market share per Jon Peddie Research.\nTheStreet Quant Ratings rates Nvidiaas a Buy with a rating score of B.\nApplied Materials\nJim Cramer recently named chip equipment major Applied Materials (AMAT) -Get Report asone of the stocks that got away.\nHe called out the bull market in semiconductor equipment. We need to make more chips, he said, and companies like Applied Materials can make that happen.\nThe semiconductor equipment major reported mixed fiscal-second-quarter earnings and received a number of positive reviews and price-target upgrades from Wall Street analysts.\nTheStreet Quant Ratings rates Applied Materialsas a Buy with a rating score of A-.\nQualcomm\nShares of Qualcomm (QCOM) -Get Report and other Apple (AAPL) -Get Report suppliers were dropping after a media report said Apple's 5G baseband chip could be used in the iPhone as soon as 2023.\nAppleInsider cited TF International Securities analyst Ming-Chi Kuo as the person making its prediction. Kuo seesQualcomm having to change its strategyto combat order losses from Apple.\nJim Cramer recently said investors should\"own Qualcomm stock.\"\nTheStreet Quant Ratings rates Qualcommas a Buy with a rating score of B+.\nNXP Semiconductors\nNXP Semiconductors (NXPI) -Get Report swung to a stronger-than-expected first-quarter profit from a year-earlier loss on 27% higher revenue.\nThe Eindhoven, Netherlands, chipmaker reported that it earned $1.25 a share compared with a loss of 8 cents a share in the year-earlier quarter. Revenue reached $2.57 billion from $2.02 billion.\nTheStreet Quant Ratings rates NXP Semiconductorsas a Buy with a rating score of B.\nAdvanced Micro Devices\nAdvanced Micro Devices (AMD) -Get Report was higher this past week after Benchmark initiatedcoverage of the chipmakerwith a buy rating and $100 price target.\nAnalyst Cody Acree said he expected \"the firm’s leadership to continue to drive share gains for at least the next few years.\"\nTheStreet Quant Ratings rates AMDas a Buy with a rating score of B.\nTaiwan Semiconductor Manufacturing\nCramer recently said that if investors think chips are truly in short supply and we need capital equipment, then the company they most need is Lam Research(LRCX) -Get Report, other than Taiwan Semiconductor Manufacturing(TSM) -Get Report.\nCramer spoke recently aboutpicking stocks against a broad worldview, and Taiwan Semiconductors was discussed.\n\"For me, I'm particularly concerned about the Chinese making a move on Taiwan. We're squeezing their critical companies to the de facto takeover of Taiwan Semiconductor.I don't want inflation to be so raging that Jay Powell can't engineer a soft landing,\" Cramer said.\nTheStreet Quant Ratings rates TSMas a Buy with a rating score of A.\nMicron Technology\nMicron Technology (MU) -Get Report recently announced the successful closing of nearly$3.7 billion inaugural sustainability-linked credit facilities.\nThe facilities, which create additional long-term value for Micron's stakeholders, reinforce the company's commitment to sustainability and 2030 environmental goals.\nTheStreet Quant Ratings rates Micronas a Buy with a rating score of B.\nBroadcom\nBroadcom (AVGO) -Get Report has performed quite well over the past year, up about 55% in that span. However, the stock has been relatively stagnant so far in 2021, up just 6%.\nFrom early November to mid-February, Broadcom really found its groove. Shares rallied more than 40% in that span as the chipmaker saw its stock glide higher. While Broadcom topped out around the time that other high-growth stocks did, it didn’t suffer the same fate as those caught in theensuing bear market.\n\"This is a high-multiple stock that has people spooked. I own it for my charitable trust and you should, too.\" Cramer recently said of Broadcomduring a Mad Money Lightning Round.\nTheStreet Quant Ratings rates Broadcomas a Buy with a rating score of B.\nIntel\nAnalyst Cody Acree said in a research note that AMD's management, led by Chief Executive Lisa Su, \"has developed a base processor architecture (Zen), and its generational improvements, that have proven over the last few years to be highly competitive - and often superior - to Intel’s (INTC) -Get Report designs, particularly with AMD using Taiwan Semiconductor’s most advanced commercial volume lithography process.\"\nIn January Su unveiled theRyzen 5000 Zen 3series, a new generation of mobile and desktop gaming chips.\n\"While Intel has struggled to respond with a trump architectural offering, its biggest challenge ... has been that Intel mismanaged its pace of bleeding-end manufacturing technology, leaving the company at a disadvantage to the leading foundry providers,\" Acree said.\nWith Intel somewhat handcuffed, the analyst added, \"AMD has been able to capitalize on the opportunity and has been gaining broad market share over the past few years.\"\nIntel, despite what the company keeps saying, is nowhere, according to Cramer. \"Yes, it bothers me right now that the stock is down a buck. Yes! It's killing me! And Intel keeps saying that they're going to pass AMD any minute. That's nonsense,\" Cramer said.\nTheStreet Quant Ratings rates Intelas a Buy with a rating score of A-.\nTexas Instruments\nChipmaker Texas Instruments (TXN) -Get Report reported first-quarter revenue and earnings that topped analyst estimates, as well as strong second-quarter guidance.\nThe company reported first-quarter revenue of $4.29 billionvs. the analyst consensus of $4.00 billion, while adjusted earnings came in at $1.87 per share versus consensus estimates for $1.58 per share. Operating income for the quarter was $1.94 billion vs. consensus estimates of $1.71 billion.\nTheStreet Quant Ratings rates Texas Instrumentsas a Buy with a rating score of A.\nAMD, Broadcom, and Nvidia are key holdings inJim Cramer'sAction Alerts PLUS charitable trust.Want to be alerted before Jim Cramer buys or sells any stock?Learn more from Cramer and his membership team now.","news_type":1,"symbols_score_info":{"AMD":0.9,"TSM":0.9,"BRCM":0.9,"NXPI":0.9,"MU":0.9,"TXN":0.9,"INTC":0.9,"NVDA":0.9,"AVGO":0.9,"AMAT":0.9,"QCOM":0.9}},"isVote":1,"tweetType":1,"viewCount":1114,"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}