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2022-02-10

Partner better than subsidiary?

Wall Street's reaction to death of Nvidia-Arm deal: No duh<blockquote>华尔街对英伟达与Arm交易失败的反应：不废话</blockquote>

Analysts say investors gave up on deal long ago, expect that Nvidia will still be able to push into

Wall Street's reaction to death of Nvidia-Arm deal: No duh<blockquote>华尔街对英伟达与Arm交易失败的反应：不废话</blockquote>

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The breakup charge would have been automatically triggered had the the deal failed to close by September 2022.<blockquote>这家图形芯片专家在向美国证券交易委员会提交的文件中表示，将收取13.6亿美元的分手费，其中包括向Arm预付12.5亿美元。如果交易未能在2022年9月之前完成，分手费将自动触发。</blockquote>At the signing of the $40 billion deal in September 2020, Nvidia made a $750 million payment to Arm for a 20-year license, which it said it would retain.<blockquote>在2020年9月签署400亿美元的交易时，英伟达向Arm支付了7.5亿美元，以获得为期20年的许可，并表示将保留该许可。</blockquote>Many saw the final nail in the coffin as the U.S. Federal Trade Commission&#39;s unanimous decision to sue to block the deal back in early December. Regulators in the U.K. and EU were also investigating the deal.<blockquote>许多人认为，美国联邦贸易委员会在12月初一致决定起诉阻止该交易，这是棺材上的最后一颗钉子。英国和欧盟的监管机构也在调查该交易。</blockquote>Shares of Nvidia finished the session up 1.5% at $251.08, a sign that the move was roundly expected and did not change the view of the stock. The deal was widely regarded as dead back in January, and all that remained was for Nvidia to publicly admit it. Shares are nearly 7% above their level before those late-January reports.<blockquote>英伟达股价收盘上涨1.5%，至251.08美元，这表明此举完全在意料之中，但并未改变对该股的看法。早在一月份，这笔交易就被广泛认为已经胎死腹中，剩下的就是英伟达公开承认了。股价比1月底报告发布前的水平高出近7%。</blockquote>Another sign the news was so widely expected: many analysts did not even bother putting out notes on the news, and those that did largely said, &#34;well, yeah, of course.&#34;<blockquote>这一消息受到广泛预期的另一个迹象是：许多分析师甚至懒得就这一消息发表评论，而那些发表评论的人大多表示，“嗯，是的，当然。”</blockquote>Citi Research analyst Atif Malik, who has a buy rating and a $350 price target, also said Wall Street &#34;largely expected that the deal would not pass regulatory muster,&#34; while bringing up Nvidia&#39;s plans to move into CPUs, which it had announced at about the same time as the Arm merger.<blockquote>花旗研究分析师Atif Malik给予买入评级和350美元的目标价，他还表示，华尔街“很大程度上预计该交易不会通过监管审查”，同时提出了英伟达进军CPU领域的计划，该计划是在大约同一时间宣布的。与Arm合并。</blockquote>&#34;Nvidia plans to launch its CPU, Grace, in 2023 and with the 20-year ARM license can pursue this strategy without owning Arm,&#34; Malik said.<blockquote>Malik表示：“英伟达计划在2023年推出其CPU Grace，凭借20年的ARM许可，可以在不拥有ARM的情况下推行这一战略。”</blockquote>Others echoed that pursuing the deal showed Nvidia&#39;s commitment to play more of a role in the CPU market dominated by Intel Corp. and Advanced Micro Devices Inc. with its &#34;Grace&#34; CPU, and that with a 20-year license from Arm, Nvidia didn&#39;t need to own the chip designer to do that.<blockquote>其他人也表示，寻求这笔交易表明英伟达致力于凭借其“Grace”CPU在由英特尔公司和Advanced Micro Devices Inc.主导的CPU市场中发挥更大作用，并且凭借Arm的20年许可，英伟达不需要拥有芯片设计师来做到这一点。</blockquote>&#34;We think the most important part of the initial announcement that Nvidia was pursuing Arm was that it signaled Nvidia&#39;s intention to participate more fully in the CPU market, thereby increasing Nvidia&#39;s [total addressable market],&#34; said Raymond James&#39; Caso, who has a strong buy on Nvidia.<blockquote>Raymond James的Caso表示：“我们认为，英伟达最初宣布收购Arm的最重要部分是，它表明英伟达打算更充分地参与CPU市场，从而增加英伟达的[总目标市场]。”强烈买入英伟达。</blockquote>Bernstein analyst Stacy Rasgon, who has an outperform rating and a $360 price target, said he doubted anyone expected the deal to close at this point.<blockquote>Bernstein分析师Stacy Rasgon给予跑赢大盘评级和360美元的目标价，他表示，他怀疑是否有人预计该交易会在此时完成。</blockquote>&#34;As far as Nvidia goes, while owning Arm could have been wonderful, we don&#39;t believe they had to have it either,&#34; Rasgon said. &#34;In our opinion, the impetus for the deal was to help create and drive a broader ecosystem for Arm particularly in the datacenter.&#34;<blockquote>“就英伟达而言，虽然拥有Arm可能会很棒，但我们认为他们也不必拥有它，”Rasgon说。“我们认为，这笔交易的动力是帮助Arm创建和推动更广泛的生态系统，特别是在数据中心。”</blockquote>&#34;Nvidia presumably can and will continue their stand-alone efforts here, though it is possible such efforts could have been accelerated through owning the asset,&#34; Rasgon said.<blockquote>拉斯贡表示：“英伟达大概能够也将继续在这方面的独立努力，尽管这种努力可能会通过拥有该资产来加速。”</blockquote>The stock is up 74% over the past 12 months compared with a 15% gain in the PHLX Semiconductor Index , a 15% rise in the S&amp;P 500 index , and a 1.5% gain in the tech-heavy Nasdaq Composite Index .<blockquote>该股在过去12个月内上涨了74%，而PHLX半导体指数上涨了15%，标普500指数上涨了15%，以科技股为主的纳斯达克综合指数上涨了1.5%。</blockquote>Of the 44 analysts who cover Nvidia, 35 have &#34;buy&#34; weighted ratings, seven have sell ratings, and two have sell ratings, with an average target price of $345.21, according to FactSet data.<blockquote>FactSet数据显示，在研究英伟达的44名分析师中，35名给予“买入”加权评级，7名给予卖出评级，2名给予卖出评级，平均目标价为345.21美元。</blockquote></body></html><blockquote></blockquote>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street's reaction to death of Nvidia-Arm deal: No duh<blockquote>华尔街对英伟达与Arm交易失败的反应：不废话</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarketWatch2022-02-09 14:40\n\n</h4>\n</header>\n<article>\n<html><head></head><body>Analysts say investors gave up on deal long ago, expect that Nvidia will still be able to push into data-center CPUs with Arm&#39;s help as a partner instead of a subordinate<blockquote><html><head></head><body>分析师表示，投资者很久以前就放弃了这笔交易，预计英伟达仍然能够在Arm作为合作伙伴而不是下属的帮助下进军数据中心CPU领域</body></html></blockquote><img src=\"https://static.tigerbbs.com/fea477abc32a8c86c5608dcbf73de210\" tg-width=\"700\" tg-height=\"438\" referrerpolicy=\"no-referrer\"/>Nvidia’s Grace central processing unit.<blockquote>英伟达的Grace中央处理器。</blockquote>The news that Nvidia Corp. will drop its pursuit of chip designer Arm Ltd. came as no surprise to Wall Street.<blockquote>英伟达公司将放弃对芯片设计公司Arm Ltd.的收购的消息对华尔街来说并不意外。</blockquote>&#34;We have consistently noted the deal was unlikely to be completed -- a view that we believe was widely accepted -- due to regulatory or competitive factors&#34; since the deal was announced, Raymond James analyst Chris Caso wrote Tuesday morning, a reaction that was repeated over many analyst notes.<blockquote>雷蒙德·詹姆斯(Raymond James)分析师克里斯·卡索(Chris Caso)周二上午写道，自交易宣布以来，“我们一直指出，由于监管或竞争因素，该交易不太可能完成——我们相信这一观点已被广泛接受”。许多分析师的报告都重复了这一反应。</blockquote>Nvidia and Arm owner SoftBank Group Corp. announced late Monday that the deal would be called off, with SoftBank preparing to take Arm through an initial public offering and Nvidia preparing to pay more than than $1 billion.<blockquote>英伟达和Arm所有者软银集团公司周一晚间宣布，该交易将被取消，软银准备通过首次公开募股收购Arm，英伟达准备支付超过10亿美元。</blockquote>The graphics-chip specialist said in a Securities and Exchange Commission filing that it would take a $1.36 billion breakup charge that included a $1.25 billion prepayment to Arm. The breakup charge would have been automatically triggered had the the deal failed to close by September 2022.<blockquote>这家图形芯片专家在向美国证券交易委员会提交的文件中表示，将收取13.6亿美元的分手费，其中包括向Arm预付12.5亿美元。如果交易未能在2022年9月之前完成，分手费将自动触发。</blockquote>At the signing of the $40 billion deal in September 2020, Nvidia made a $750 million payment to Arm for a 20-year license, which it said it would retain.<blockquote>在2020年9月签署400亿美元的交易时，英伟达向Arm支付了7.5亿美元，以获得为期20年的许可，并表示将保留该许可。</blockquote>Many saw the final nail in the coffin as the U.S. Federal Trade Commission&#39;s unanimous decision to sue to block the deal back in early December. Regulators in the U.K. and EU were also investigating the deal.<blockquote>许多人认为，美国联邦贸易委员会在12月初一致决定起诉阻止该交易，这是棺材上的最后一颗钉子。英国和欧盟的监管机构也在调查该交易。</blockquote>Shares of Nvidia finished the session up 1.5% at $251.08, a sign that the move was roundly expected and did not change the view of the stock. The deal was widely regarded as dead back in January, and all that remained was for Nvidia to publicly admit it. Shares are nearly 7% above their level before those late-January reports.<blockquote>英伟达股价收盘上涨1.5%，至251.08美元，这表明此举完全在意料之中，但并未改变对该股的看法。早在一月份，这笔交易就被广泛认为已经胎死腹中，剩下的就是英伟达公开承认了。股价比1月底报告发布前的水平高出近7%。</blockquote>Another sign the news was so widely expected: many analysts did not even bother putting out notes on the news, and those that did largely said, &#34;well, yeah, of course.&#34;<blockquote>这一消息受到广泛预期的另一个迹象是：许多分析师甚至懒得就这一消息发表评论，而那些发表评论的人大多表示，“嗯，是的，当然。”</blockquote>Citi Research analyst Atif Malik, who has a buy rating and a $350 price target, also said Wall Street &#34;largely expected that the deal would not pass regulatory muster,&#34; while bringing up Nvidia&#39;s plans to move into CPUs, which it had announced at about the same time as the Arm merger.<blockquote>花旗研究分析师Atif Malik给予买入评级和350美元的目标价，他还表示，华尔街“很大程度上预计该交易不会通过监管审查”，同时提出了英伟达进军CPU领域的计划，该计划是在大约同一时间宣布的。与Arm合并。</blockquote>&#34;Nvidia plans to launch its CPU, Grace, in 2023 and with the 20-year ARM license can pursue this strategy without owning Arm,&#34; Malik said.<blockquote>Malik表示：“英伟达计划在2023年推出其CPU Grace，凭借20年的ARM许可，可以在不拥有ARM的情况下推行这一战略。”</blockquote>Others echoed that pursuing the deal showed Nvidia&#39;s commitment to play more of a role in the CPU market dominated by Intel Corp. and Advanced Micro Devices Inc. with its &#34;Grace&#34; CPU, and that with a 20-year license from Arm, Nvidia didn&#39;t need to own the chip designer to do that.<blockquote>其他人也表示，寻求这笔交易表明英伟达致力于凭借其“Grace”CPU在由英特尔公司和Advanced Micro Devices Inc.主导的CPU市场中发挥更大作用，并且凭借Arm的20年许可，英伟达不需要拥有芯片设计师来做到这一点。</blockquote>&#34;We think the most important part of the initial announcement that Nvidia was pursuing Arm was that it signaled Nvidia&#39;s intention to participate more fully in the CPU market, thereby increasing Nvidia&#39;s [total addressable market],&#34; said Raymond James&#39; Caso, who has a strong buy on Nvidia.<blockquote>Raymond James的Caso表示：“我们认为，英伟达最初宣布收购Arm的最重要部分是，它表明英伟达打算更充分地参与CPU市场，从而增加英伟达的[总目标市场]。”强烈买入英伟达。</blockquote>Bernstein analyst Stacy Rasgon, who has an outperform rating and a $360 price target, said he doubted anyone expected the deal to close at this point.<blockquote>Bernstein分析师Stacy Rasgon给予跑赢大盘评级和360美元的目标价，他表示，他怀疑是否有人预计该交易会在此时完成。</blockquote>&#34;As far as Nvidia goes, while owning Arm could have been wonderful, we don&#39;t believe they had to have it either,&#34; Rasgon said. &#34;In our opinion, the impetus for the deal was to help create and drive a broader ecosystem for Arm particularly in the datacenter.&#34;<blockquote>“就英伟达而言，虽然拥有Arm可能会很棒，但我们认为他们也不必拥有它，”Rasgon说。“我们认为，这笔交易的动力是帮助Arm创建和推动更广泛的生态系统，特别是在数据中心。”</blockquote>&#34;Nvidia presumably can and will continue their stand-alone efforts here, though it is possible such efforts could have been accelerated through owning the asset,&#34; Rasgon said.<blockquote>拉斯贡表示：“英伟达大概能够也将继续在这方面的独立努力，尽管这种努力可能会通过拥有该资产来加速。”</blockquote>The stock is up 74% over the past 12 months compared with a 15% gain in the PHLX Semiconductor Index , a 15% rise in the S&amp;P 500 index , and a 1.5% gain in the tech-heavy Nasdaq Composite Index .<blockquote>该股在过去12个月内上涨了74%，而PHLX半导体指数上涨了15%，标普500指数上涨了15%，以科技股为主的纳斯达克综合指数上涨了1.5%。</blockquote>Of the 44 analysts who cover Nvidia, 35 have &#34;buy&#34; weighted ratings, seven have sell ratings, and two have sell ratings, with an average target price of $345.21, according to FactSet data.<blockquote>FactSet数据显示，在研究英伟达的44名分析师中，35名给予“买入”加权评级，7名给予卖出评级，2名给予卖出评级，平均目标价为345.21美元。</blockquote></body></html><blockquote></blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/story/wall-streets-reaction-to-death-of-nvidia-arm-deal-no-duh-11644346238?mod=home-page\">MarketWatch</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":{"BK4529":"IDC概念","SFTBY":"软银集团","BK4543":"AI","BK4527":"明星科技股","BK4551":"寇图资本持仓","BK4549":"软银资本持仓","NVDA":"英伟达","BK4554":"元宇宙及AR概念","BK4550":"红杉资本持仓","BK4567":"ESG概念","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","BK4548":"巴美列捷福持仓","BK4503":"景林资产持仓","BK4532":"文艺复兴科技持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.marketwatch.com/story/wall-streets-reaction-to-death-of-nvidia-arm-deal-no-duh-11644346238?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2210582244","content_text":"Analysts say investors gave up on deal long ago, expect that Nvidia will still be able to push into data-center CPUs with Arm's help as a partner instead of a subordinateNvidia’s Grace central processing unit.The news that Nvidia Corp. will drop its pursuit of chip designer Arm Ltd. came as no surprise to Wall Street.\"We have consistently noted the deal was unlikely to be completed -- a view that we believe was widely accepted -- due to regulatory or competitive factors\" since the deal was announced, Raymond James analyst Chris Caso wrote Tuesday morning, a reaction that was repeated over many analyst notes.Nvidia and Arm owner SoftBank Group Corp. announced late Monday that the deal would be called off, with SoftBank preparing to take Arm through an initial public offering and Nvidia preparing to pay more than than $1 billion.The graphics-chip specialist said in a Securities and Exchange Commission filing that it would take a $1.36 billion breakup charge that included a $1.25 billion prepayment to Arm. The breakup charge would have been automatically triggered had the the deal failed to close by September 2022.At the signing of the $40 billion deal in September 2020, Nvidia made a $750 million payment to Arm for a 20-year license, which it said it would retain.Many saw the final nail in the coffin as the U.S. Federal Trade Commission's unanimous decision to sue to block the deal back in early December. Regulators in the U.K. and EU were also investigating the deal.Shares of Nvidia finished the session up 1.5% at $251.08, a sign that the move was roundly expected and did not change the view of the stock. The deal was widely regarded as dead back in January, and all that remained was for Nvidia to publicly admit it. Shares are nearly 7% above their level before those late-January reports.Another sign the news was so widely expected: many analysts did not even bother putting out notes on the news, and those that did largely said, \"well, yeah, of course.\"Citi Research analyst Atif Malik, who has a buy rating and a $350 price target, also said Wall Street \"largely expected that the deal would not pass regulatory muster,\" while bringing up Nvidia's plans to move into CPUs, which it had announced at about the same time as the Arm merger.\"Nvidia plans to launch its CPU, Grace, in 2023 and with the 20-year ARM license can pursue this strategy without owning Arm,\" Malik said.Others echoed that pursuing the deal showed Nvidia's commitment to play more of a role in the CPU market dominated by Intel Corp. and Advanced Micro Devices Inc. with its \"Grace\" CPU, and that with a 20-year license from Arm, Nvidia didn't need to own the chip designer to do that.\"We think the most important part of the initial announcement that Nvidia was pursuing Arm was that it signaled Nvidia's intention to participate more fully in the CPU market, thereby increasing Nvidia's [total addressable market],\" said Raymond James' Caso, who has a strong buy on Nvidia.Bernstein analyst Stacy Rasgon, who has an outperform rating and a $360 price target, said he doubted anyone expected the deal to close at this point.\"As far as Nvidia goes, while owning Arm could have been wonderful, we don't believe they had to have it either,\" Rasgon said. \"In our opinion, the impetus for the deal was to help create and drive a broader ecosystem for Arm particularly in the datacenter.\"\"Nvidia presumably can and will continue their stand-alone efforts here, though it is possible such efforts could have been accelerated through owning the asset,\" Rasgon said.The stock is up 74% over the past 12 months compared with a 15% gain in the PHLX Semiconductor Index , a 15% rise in the S&P 500 index , and a 1.5% gain in the tech-heavy Nasdaq Composite Index .Of the 44 analysts who cover Nvidia, 35 have \"buy\" weighted ratings, seven have sell ratings, and two have sell ratings, with an average target price of $345.21, according to FactSet data.","news_type":1,"symbols_score_info":{"NVDA":1,"SFTBY":0.9}},"isVote":1,"tweetType":1,"viewCount":2693,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":28,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}