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2021-06-26

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These Stocks Could Have ‘Significant Upside’ From Infrastructure Spending<blockquote>这些股票可能会从基础设施支出中获得 “显著上涨空间”</blockquote>

2021-06-25

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2021-06-23

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2021-06-21

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2021-06-19

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1 Big Reason to Dump AMD and Buy NVIDIA<blockquote>抛售 AMD 并购买 NVIDIA 的一大理由</blockquote>

2021-06-18

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2021-06-17

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2021-06-16

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2021-06-15

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10:28","market":"us","language":"en","title":"These Stocks Could Have ‘Significant Upside’ From Infrastructure Spending<blockquote>这些股票可能会从基础设施支出中获得 “显著上涨空间”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112141657","media":"Barrons","summary":"Wall Street has been pricing in an infrastructure bill since the White House unveiled the American J","content":"<p>Wall Street has been pricing in an infrastructure bill&nbsp;since the White House unveiled the American Jobs Plan in April. When agreement came this past week, the rally continued.</p><p><blockquote>自白宫4月份公布美国就业计划以来，华尔街一直在为基础设施法案定价。当上周达成协议时，反弹仍在继续。</blockquote></p><p> The&nbsp;Dow Jones Industrial Average&nbsp;climbed 1% on Thursday, and the&nbsp;S&amp;P 500 Industrial Sector&nbsp;added about 0.8%, both outpacing the broader market, as President Joe Biden announced that he had come to an agreement with a group of Republican and Democratic senators on an infrastructure package of roughly $600 billion. And the industrial outperformance continued on Friday.</p><p><blockquote>道琼斯工业平均指数周四上涨1%，标普500工业板块上涨约0.8%，均跑赢大盘，总统乔·拜登宣布他已与一群共和党和民主党参议员就约6000亿美元的基础设施一揽子计划达成协议。周五工业表现继续优异。</blockquote></p><p> The package includes some $300 billion for roads, bridges, and other major transportation projects. An additional $266 billion includes water infrastructure, broadband, and power infrastructure. The spending is part of a larger package of approved spending that totals about $1.2 trillion over an eight-year period. The infrastructure bill must still be approved by Congress before Biden can sign it.</p><p><blockquote>该计划包括约3000亿美元用于道路、桥梁和其他主要交通项目。另外2660亿美元包括水利基础设施、宽带和电力基础设施。这笔支出是一揽子批准支出的一部分，八年内总额约为 1.2 万亿美元。基础设施法案仍需获得国会批准，拜登才能签署。</blockquote></p><p> Other priorities that Biden had outlined, such as more spending on child-care initiatives, will have to be pursued in a separate package devoted to “human infrastructure,” probably by using the budget reconciliation process in the Senate, where Democrats hold a tie-breaker vote. The bipartisan agreement would probably be tied to the reconciliation bill, as Biden has said he wants both on his desk at the same time.</p><p><blockquote>拜登概述的其他优先事项，如在儿童保育计划上增加支出，将不得不在一个专门用于 “人类基础设施 ”的单独一揽子计划中实施，可能是通过参议院的预算调解程序来实现的，民主党人在参议院进行决胜投票。两党协议可能会与和解法案挂钩，因为拜登曾表示，他希望两者同时摆在他的办公桌上。</blockquote></p><p> Still, agreement on the physical infrastructure spending is a victory for political comity, the economy, and potentially a range of stocks and market sectors. “Roughly $600 billion in new spending for roads, bridges, public transit, and broadband as well as a host of other areas would likely be considered a ‘win’ for the White House,” Wells Fargo economist Michael Pugliese said in a note. “As in baseball, a win does not always have to be a home run. Sometimes it pays to just get on base.”</p><p><blockquote>尽管如此，就有形基础设施支出达成协议是政治礼貌、经济以及潜在的一系列股票和市场板块的胜利。“富国银行经济学家迈克尔-普列塞（Michael Pugliese）在一份报告中说：”用于道路、桥梁、公共交通和宽带以及其他一系列领域的约6000亿美元新支出很可能被视为白宫的'胜利'。“就像在棒球比赛中一样，胜利并不总是全垒打。有时候，上垒是值得的。”</blockquote></p><p> One way to play for further upside in the bipartisan deal is the package’s emphasis on expanding broadband, says Josh Duitz, who runs the $185 million Aberdeen Standard Global Infrastructure Income fund (ticker: ASGI). As of May 31, his portfolio’s holdings included&nbsp;American Tower(AMT). He added that&nbsp;Ferrovial(FER.Spain), a global infrastructure company that builds roads and other projects, would also benefit from the package. It’s another of his holdings. “This is just one more positive catalyst for infrastructure,” Duitz said.</p><p><blockquote>1.85 亿美元的阿伯丁标准全球基础设施收入基金（股票代码：ASGI）负责人乔希-杜伊茨（Josh Duitz）说，两党协议进一步提升空间的一个途径是该方案强调扩大宽带。截至 5 月 31 日，他的投资组合中包括美国铁塔（AMT）。他补充说，Ferrovial（FER.Spain）是一家建设道路和其他项目的全球基础设施公司，也将从该计划中受益。这是他的另一笔财产。“杜伊茨说：”这只是基础设施建设的又一个积极催化剂。</blockquote></p><p> Analysts at Stifel, meanwhile, believe the deal “generates significant upside” for machinery, construction materials, and rental companies.</p><p><blockquote>与此同时，Stifel 的分析师认为，这笔交易将为机械、建筑材料和租赁公司 “带来巨大的上涨空间”。</blockquote></p><p> Stifel said that the beneficiaries of the infrastructure bill include these five companies:Astec Industries(ASTE), whose products include asphalt and concrete;Martin Marietta Materials(MLM), which makes construction materials;Construction Partners(ROAD), which builds roadways;United Rentals(URI); and&nbsp;Vulcan Materials(VMC), which makes construction materials.</p><p><blockquote>斯蒂费尔表示，基础设施法案的受益者包括这五家公司：Astec Industries（ASTE），其产品包括沥青和混凝土；生产建筑材料的马丁玛丽埃塔材料公司（MLM）；Construction Partners（ROAD），修建道路；联合租赁公司（URI）；以及生产建筑材料的 Vulcan Materials (VMC)。</blockquote></p><p> Separately on Friday, Jefferies upgraded Martin Marietta Materials and Vulcan Materials to Buy from Hold. It also raised the price targets to $424 and $207, respectively.</p><p><blockquote>另外，周五，杰富瑞将 Martin Marietta Materials 和 Vulcan Materials 的评级上调至持有。它还将目标价分别上调至 424 美元和 207 美元。</blockquote></p><p> Stifel expects other companies to benefit, as well. Those include&nbsp;Caterpillar(CAT),Deere(DE),Manitowoc(MTW),Oshkosh(OSK), and&nbsp;Terex(TEX)—“each of which sells machinery into the infrastructure” market.</p><p><blockquote>Stifel 预计其他公司也将从中受益。其中包括卡特彼勒 (CAT)、Deere (DE)、马尼托瓦克 (MTW)、奥什科什 (OSK) 和特雷克斯 (TEX)——“每家公司都向基础设施市场销售机械”。</blockquote></p><p></p>","source":"lsy1601382232898","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>These Stocks Could Have ‘Significant Upside’ From Infrastructure Spending<blockquote>这些股票可能会从基础设施支出中获得 “显著上涨空间”</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\">\nThese Stocks Could Have ‘Significant Upside’ From Infrastructure Spending<blockquote>这些股票可能会从基础设施支出中获得 “显著上涨空间”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-06-26 10:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Wall Street has been pricing in an infrastructure bill&nbsp;since the White House unveiled the American Jobs Plan in April. When agreement came this past week, the rally continued.</p><p><blockquote>自白宫4月份公布美国就业计划以来，华尔街一直在为基础设施法案定价。当上周达成协议时，反弹仍在继续。</blockquote></p><p> The&nbsp;Dow Jones Industrial Average&nbsp;climbed 1% on Thursday, and the&nbsp;S&amp;P 500 Industrial Sector&nbsp;added about 0.8%, both outpacing the broader market, as President Joe Biden announced that he had come to an agreement with a group of Republican and Democratic senators on an infrastructure package of roughly $600 billion. And the industrial outperformance continued on Friday.</p><p><blockquote>道琼斯工业平均指数周四上涨1%，标普500工业板块上涨约0.8%，均跑赢大盘，总统乔·拜登宣布他已与一群共和党和民主党参议员就约6000亿美元的基础设施一揽子计划达成协议。周五工业表现继续优异。</blockquote></p><p> The package includes some $300 billion for roads, bridges, and other major transportation projects. An additional $266 billion includes water infrastructure, broadband, and power infrastructure. The spending is part of a larger package of approved spending that totals about $1.2 trillion over an eight-year period. The infrastructure bill must still be approved by Congress before Biden can sign it.</p><p><blockquote>该计划包括约3000亿美元用于道路、桥梁和其他主要交通项目。另外2660亿美元包括水利基础设施、宽带和电力基础设施。这笔支出是一揽子批准支出的一部分，八年内总额约为 1.2 万亿美元。基础设施法案仍需获得国会批准，拜登才能签署。</blockquote></p><p> Other priorities that Biden had outlined, such as more spending on child-care initiatives, will have to be pursued in a separate package devoted to “human infrastructure,” probably by using the budget reconciliation process in the Senate, where Democrats hold a tie-breaker vote. The bipartisan agreement would probably be tied to the reconciliation bill, as Biden has said he wants both on his desk at the same time.</p><p><blockquote>拜登概述的其他优先事项，如在儿童保育计划上增加支出，将不得不在一个专门用于 “人类基础设施 ”的单独一揽子计划中实施，可能是通过参议院的预算调解程序来实现的，民主党人在参议院进行决胜投票。两党协议可能会与和解法案挂钩，因为拜登曾表示，他希望两者同时摆在他的办公桌上。</blockquote></p><p> Still, agreement on the physical infrastructure spending is a victory for political comity, the economy, and potentially a range of stocks and market sectors. “Roughly $600 billion in new spending for roads, bridges, public transit, and broadband as well as a host of other areas would likely be considered a ‘win’ for the White House,” Wells Fargo economist Michael Pugliese said in a note. “As in baseball, a win does not always have to be a home run. Sometimes it pays to just get on base.”</p><p><blockquote>尽管如此，就有形基础设施支出达成协议是政治礼貌、经济以及潜在的一系列股票和市场板块的胜利。“富国银行经济学家迈克尔-普列塞（Michael Pugliese）在一份报告中说：”用于道路、桥梁、公共交通和宽带以及其他一系列领域的约6000亿美元新支出很可能被视为白宫的'胜利'。“就像在棒球比赛中一样，胜利并不总是全垒打。有时候，上垒是值得的。”</blockquote></p><p> One way to play for further upside in the bipartisan deal is the package’s emphasis on expanding broadband, says Josh Duitz, who runs the $185 million Aberdeen Standard Global Infrastructure Income fund (ticker: ASGI). As of May 31, his portfolio’s holdings included&nbsp;American Tower(AMT). He added that&nbsp;Ferrovial(FER.Spain), a global infrastructure company that builds roads and other projects, would also benefit from the package. It’s another of his holdings. “This is just one more positive catalyst for infrastructure,” Duitz said.</p><p><blockquote>1.85 亿美元的阿伯丁标准全球基础设施收入基金（股票代码：ASGI）负责人乔希-杜伊茨（Josh Duitz）说，两党协议进一步提升空间的一个途径是该方案强调扩大宽带。截至 5 月 31 日，他的投资组合中包括美国铁塔（AMT）。他补充说，Ferrovial（FER.Spain）是一家建设道路和其他项目的全球基础设施公司，也将从该计划中受益。这是他的另一笔财产。“杜伊茨说：”这只是基础设施建设的又一个积极催化剂。</blockquote></p><p> Analysts at Stifel, meanwhile, believe the deal “generates significant upside” for machinery, construction materials, and rental companies.</p><p><blockquote>与此同时，Stifel 的分析师认为，这笔交易将为机械、建筑材料和租赁公司 “带来巨大的上涨空间”。</blockquote></p><p> Stifel said that the beneficiaries of the infrastructure bill include these five companies:Astec Industries(ASTE), whose products include asphalt and concrete;Martin Marietta Materials(MLM), which makes construction materials;Construction Partners(ROAD), which builds roadways;United Rentals(URI); and&nbsp;Vulcan Materials(VMC), which makes construction materials.</p><p><blockquote>斯蒂费尔表示，基础设施法案的受益者包括这五家公司：Astec Industries（ASTE），其产品包括沥青和混凝土；生产建筑材料的马丁玛丽埃塔材料公司（MLM）；Construction Partners（ROAD），修建道路；联合租赁公司（URI）；以及生产建筑材料的 Vulcan Materials (VMC)。</blockquote></p><p> Separately on Friday, Jefferies upgraded Martin Marietta Materials and Vulcan Materials to Buy from Hold. It also raised the price targets to $424 and $207, respectively.</p><p><blockquote>另外，周五，杰富瑞将 Martin Marietta Materials 和 Vulcan Materials 的评级上调至持有。它还将目标价分别上调至 424 美元和 207 美元。</blockquote></p><p> Stifel expects other companies to benefit, as well. Those include&nbsp;Caterpillar(CAT),Deere(DE),Manitowoc(MTW),Oshkosh(OSK), and&nbsp;Terex(TEX)—“each of which sells machinery into the infrastructure” market.</p><p><blockquote>Stifel 预计其他公司也将从中受益。其中包括卡特彼勒 (CAT)、Deere (DE)、马尼托瓦克 (MTW)、奥什科什 (OSK) 和特雷克斯 (TEX)——“每家公司都向基础设施市场销售机械”。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stocks-infrastructure-spending-51624667261?mod=RTA\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROAD":"Construction Partners","OSK":"Oshkosh","MLM":"马丁-玛丽埃塔材料","VMC":"火神材料","CAT":"卡特彼勒","MTW":"马尼托沃克","DE":"迪尔股份有限公司","TEX":"特雷克斯","URI":"联合租赁","ASTE":"Astec实业"},"source_url":"https://www.barrons.com/articles/stocks-infrastructure-spending-51624667261?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112141657","content_text":"Wall Street has been pricing in an infrastructure bill since the White House unveiled the American Jobs Plan in April. When agreement came this past week, the rally continued.\nThe Dow Jones Industrial Average climbed 1% on Thursday, and the S&P 500 Industrial Sector added about 0.8%, both outpacing the broader market, as President Joe Biden announced that he had come to an agreement with a group of Republican and Democratic senators on an infrastructure package of roughly $600 billion. And the industrial outperformance continued on Friday.\nThe package includes some $300 billion for roads, bridges, and other major transportation projects. An additional $266 billion includes water infrastructure, broadband, and power infrastructure. The spending is part of a larger package of approved spending that totals about $1.2 trillion over an eight-year period. The infrastructure bill must still be approved by Congress before Biden can sign it.\nOther priorities that Biden had outlined, such as more spending on child-care initiatives, will have to be pursued in a separate package devoted to “human infrastructure,” probably by using the budget reconciliation process in the Senate, where Democrats hold a tie-breaker vote. The bipartisan agreement would probably be tied to the reconciliation bill, as Biden has said he wants both on his desk at the same time.\nStill, agreement on the physical infrastructure spending is a victory for political comity, the economy, and potentially a range of stocks and market sectors. “Roughly $600 billion in new spending for roads, bridges, public transit, and broadband as well as a host of other areas would likely be considered a ‘win’ for the White House,” Wells Fargo economist Michael Pugliese said in a note. “As in baseball, a win does not always have to be a home run. Sometimes it pays to just get on base.”\nOne way to play for further upside in the bipartisan deal is the package’s emphasis on expanding broadband, says Josh Duitz, who runs the $185 million Aberdeen Standard Global Infrastructure Income fund (ticker: ASGI). As of May 31, his portfolio’s holdings included American Tower(AMT). He added that Ferrovial(FER.Spain), a global infrastructure company that builds roads and other projects, would also benefit from the package. It’s another of his holdings. “This is just one more positive catalyst for infrastructure,” Duitz said.\nAnalysts at Stifel, meanwhile, believe the deal “generates significant upside” for machinery, construction materials, and rental companies.\nStifel said that the beneficiaries of the infrastructure bill include these five companies:Astec Industries(ASTE), whose products include asphalt and concrete;Martin Marietta Materials(MLM), which makes construction materials;Construction Partners(ROAD), which builds roadways;United Rentals(URI); and Vulcan Materials(VMC), which makes construction materials.\nSeparately on Friday, Jefferies upgraded Martin Marietta Materials and Vulcan Materials to Buy from Hold. It also raised the price targets to $424 and $207, respectively.\nStifel expects other companies to benefit, as well. Those include Caterpillar(CAT),Deere(DE),Manitowoc(MTW),Oshkosh(OSK), and Terex(TEX)—“each of which sells machinery into the infrastructure” market.","news_type":1,"symbols_score_info":{"ASTE":0.9,"MLM":0.9,"TEX":0.9,"OSK":0.9,"ROAD":0.9,"MTW":0.9,"DE":0.9,"URI":0.9,"VMC":0.9,"CAT":0.9}},"isVote":1,"tweetType":1,"viewCount":2160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126881667,"gmtCreate":1624551092459,"gmtModify":1634004444356,"author":{"id":"3573455324256785","authorId":"3573455324256785","name":"Ericchenyl","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573455324256785","idStr":"3573455324256785"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126881667","repostId":"1162964404","repostType":4,"isVote":1,"tweetType":1,"viewCount":2516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123728621,"gmtCreate":1624440141163,"gmtModify":1634006118679,"author":{"id":"3573455324256785","authorId":"3573455324256785","name":"Ericchenyl","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573455324256785","idStr":"3573455324256785"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123728621","repostId":"1186463775","repostType":4,"isVote":1,"tweetType":1,"viewCount":2409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167718212,"gmtCreate":1624284589336,"gmtModify":1634008400668,"author":{"id":"3573455324256785","authorId":"3573455324256785","name":"Ericchenyl","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573455324256785","idStr":"3573455324256785"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167718212","repostId":"1135081526","repostType":4,"isVote":1,"tweetType":1,"viewCount":2453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162325956,"gmtCreate":1624035663175,"gmtModify":1634023700887,"author":{"id":"3573455324256785","authorId":"3573455324256785","name":"Ericchenyl","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573455324256785","idStr":"3573455324256785"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/162325956","repostId":"1197160756","repostType":4,"repost":{"id":"1197160756","kind":"news","pubTimestamp":1623980251,"share":"https://www.laohunote.com/m/news/1197160756?lang=zh_CN&edition=full","pubTime":"2021-06-18 09:37","market":"us","language":"en","title":"1 Big Reason to Dump AMD and Buy NVIDIA<blockquote>抛售 AMD 并购买 NVIDIA 的一大理由</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1197160756","media":"Motley Fool","summary":"The graphics specialist enjoys a huge advantage over its smaller rival in an important market.","content":"<p><b>NVIDIA</b>&nbsp;(NASDAQ:NVDA)&nbsp;has been ruling the roost in the discrete graphics processing unit (GPU) market, despite the best efforts of&nbsp;<b>Advanced Micro Devices</b>(NASDAQ:AMD)&nbsp;to gain share in this highly lucrative space. And NVIDIA is showing no signs of losing its grip over the graphics card market, according to the latest market share numbers provided&nbsp;by Jon Peddie Research.</p><p><blockquote><b>英伟达</b>（纳斯达克股票代码：NVDA）尽管做出了最大努力，但仍在独立图形处理单元 (GPU) 市场占据主导地位<b>先进微器件</b>（纳斯达克股票代码：AMD）将在这个利润丰厚的领域获得份额。根据 Jon Peddie Research 提供的最新市场份额数据，NVIDIA 没有表现出失去对显卡市场控制的迹象。</blockquote></p><p> Let's see why that bodes well for NVIDIA, and makes it a better bet than arch-rival AMD.</p><p><blockquote>让我们看看为什么这对 NVIDIA 来说是个好兆头，并使其成为比主要竞争对手 AMD 更好的选择。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94007897775e469423cc8a3d1e55440d\" tg-width=\"700\" tg-height=\"393\"><span>IMAGE SOURCE: GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社</span></p></blockquote></p><p> <b>NVIDIA stamps its authority on graphics cards once again</b></p><p><blockquote><b>NVIDIA 再次证明其在显卡领域的权威</b></blockquote></p><p> NVIDIA&nbsp;finished 2020 with&nbsp;82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase&nbsp;over the year-ago period's market share of 75%.</p><p><blockquote>英伟达在2020年结束时控制了82%的独立显卡市场，而AMD占据了其余部分。该公司令人印象深刻的势头已经蔓延到 2021 年，在第一季度占据了 81% 的市场份额。与去年同期 75% 的市场份额相比，这是一个不错的增长。</blockquote></p><p> AMD, on the other hand, lost market share for yet another quarter. The company has been&nbsp;losing ground&nbsp;to NVIDIA since the latter launched the&nbsp;RTX 30 series cards&nbsp;toward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs were&nbsp;making a nice dent&nbsp;in NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.</p><p><blockquote>另一方面，AMD 又一个季度失去了市场份额。自英伟达在2020年底推出RTX 30系列显卡以来，该公司一直在输给英伟达。在RTX 30系列卡到来之前，AMD正处于复兴模式——一年前，它的Navi GPU在英伟达的显卡霸主地位上取得了良好的进展。但现在情况已经不同了。</blockquote></p><p> <b>NVIDIA stamps its authority on graphics cards once again</b></p><p><blockquote><b>NVIDIA 再次证明其在显卡领域的权威</b></blockquote></p><p> NVIDIAfinished 2020 with82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase&nbsp;over the year-ago period's market share of 75%.</p><p><blockquote>英伟达在2020年控制了82%的独立显卡市场，而AMD占据了其余的份额。该公司令人印象深刻的势头已经蔓延到 2021 年，在第一季度占据了 81% 的市场份额。与去年同期 75% 的市场份额相比，这是一个不错的增长。</blockquote></p><p> AMD, on the other hand, lost market share for yet another quarter. The company has been&nbsp;losing ground&nbsp;to NVIDIA since the latter launched theRTX 30 series cardstoward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs weremaking a nice dentin NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.</p><p><blockquote>另一方面，AMD 又一个季度失去了市场份额。自英伟达在2020年底推出TX 30系列卡以来，该公司一直在输给英伟达。在 RTX 30 系列显卡问世之前，AMD 正处于复兴模式——其 Navi GPU 正在与一年前 NVIDIA 显卡霸主地位相媲美。但现在情况已经不同了。</blockquote></p><p> Jon Peddie Research estimates that discrete GPU shipments shot up 24.4% year-over-year. The market generated $12.5 billion in revenue in Q1, a 370% spike over the prior-year period, thanks to a&nbsp;jump in the average selling prices&nbsp;(ASPs) triggered by huge demand and short supply. NVIDIA's massive market share means that it has won big from this spike, which is reflected in its Q1 performance.</p><p><blockquote>Jon Peddie Research 估计，独立 GPU 出货量同比增长 24.4%。由于巨大需求和供应短缺导致平均销售价格 (ASP) 飙升，该市场在第一季度创造了 125 亿美元的收入，比去年同期增长了 370%。英伟达巨大的市场份额意味着它从这次飙升中获益匪浅，这反映在其第一季度的业绩中。</blockquote></p><p> NVIDIA's gaming revenue more than doubled&nbsp;year-over-year in the first quarter of fiscal 2022 to $2.76 billion. AMD's computing and graphics segment, which also includes the sales of its Ryzen desktop and notebook processors, grew at a relatively slower pace of 46% year-over-year to $2.1 billion in Q1.</p><p><blockquote>2022 财年第一季度，英伟达的游戏收入同比增长一倍多，达到 27.6 亿美元。AMD 的计算和图形部门（还包括 Ryzen 台式机和笔记本电脑处理器的销售）在第一季度以相对较慢的速度同比增长 46%，达到 21 亿美元。</blockquote></p><p> Jon Peddie Research estimates that the discrete GPU market could be worth $54 billion by 2025, compared to $23.6 billion last year. NVIDIA's dominant position should allow it to corner a substantial portion of that pie in the future, especially considering its moves to strengthen its position.</p><p><blockquote>Jon Peddie Research 估计，到 2025 年，独立 GPU 市场价值可能达到 540 亿美元，而去年为 236 亿美元。英伟达的主导地位应该使其能够在未来占据很大一部分份额，特别是考虑到其加强自身地位的举措。</blockquote></p><p> <b>AMD's resistance may not be enough</b></p><p><blockquote><b>AMD的阻力可能还不够</b></blockquote></p><p> AMD has been trying to put up a fight against NVIDIA, and it did show some progress last quarter, registering a quarter-over-quarter market share gain of one percentage point. However, AMD is now looking to raise its game with a new technology, the FidelityFX Super Resolution (FSR). This will compete with NVIDIA's deep learning super sampling (DLSS) image upscaling technology, which helps games look better and run smoother.</p><p><blockquote>AMD一直在试图与英伟达抗衡，上季度确实取得了一些进展，市场份额环比增长了一个百分点。然而，AMD现在正在寻求通过一项新技术FidelityFX超级分辨率（FSR）来提升其游戏。这将与英伟达的深度学习超级采样（DLSS）图像放大技术竞争，该技术有助于游戏看起来更好，运行更流畅。</blockquote></p><p> AMD's internal tests claim that its new tech can help games run at 59% higher frame rates on ultra-quality settings. The chipmaker also claims that FSR could increase gaming performance by 2.5 times in certain titles using the performance setting. In addition, AMD says that FSR supports a wide range of hardware that includes more than 100 processors and graphics cards thanks to its open-source nature.</p><p><blockquote>AMD的内部测试声称，其新技术可以帮助游戏在超高质量设置下以59%的帧速率运行。该芯片制造商还声称，使用性能设置，FSR可以将某些游戏的游戏性能提高2.5倍。此外，AMD表示，由于其开源性质，FSR支持广泛的硬件，包括100多个处理器和显卡。</blockquote></p><p> FSR will launch on June 22, and it could give AMD a nice boost in the GPU market. However, only time will tell if the new technology will translate into sales for AMD, given that its rival's DLSS tech is already in its second&nbsp;generation.</p><p><blockquote>FSR将于6月22日推出，它可能会给AMD在GPU市场带来一个很好的推动。然而，只有时间才能证明这项新技术是否会转化为 AMD 的销售，因为其竞争对手的 DLSS 技术已经进入第二代。</blockquote></p><p> However, it is worth noting that NVIDIA is trying to cover as much of the GPU market as possible with new launches. The company recently released the RTX 3080 Ti and the RTX 3070 Ti GPUs, priced at $1,199 and $599, respectively. NVIDIA is giving users of older graphics cards a solid reason to upgrade with these cards. It claims that the RTX 3080 Ti is twice as fast as the older GTX 1080 Ti, while the RTX 3070 Ti delivers 1.5x the performance of the RTX 2070 Super.</p><p><blockquote>然而，值得注意的是，英伟达正试图通过新的发布来覆盖尽可能多的GPU市场。该公司最近发布了RTX 3080 Ti和RTX 3070 Ti GPU，售价分别为1199美元和599美元。NVIDIA为旧显卡的用户提供了升级这些显卡的充分理由。它声称RTX 3080 Ti的速度是旧的GTX 1080 Ti的两倍，而RTX 3070 Ti的性能是RTX 2070 Super的1.5倍。</blockquote></p><p></p><p> NVIDIA is also&nbsp;stepping up its game&nbsp;in the laptop market with the launch of entry-level graphics cards. The company now offers more than 140 laptop models powered by the RTX 30 cards across a wide range of prices. This puts NVIDIA in a solid position in the fast-growing gaming laptop market, which is expected to hit $15.6 billion in revenue by 2027, compared to $9 billion in 2019.</p><p><blockquote>随着入门级显卡的推出，英伟达也在加强其在笔记本电脑市场的博弈。该公司现在提供140多种由RTX 30卡驱动的笔记本电脑型号，价格范围广泛。这使得英伟达在快速增长的游戏笔记本电脑市场占据了稳固的地位，预计到2027年，该市场的收入将达到156亿美元，而2019年为90亿美元。</blockquote></p><p> All of this indicates that NVIDIA's gaming business could sustain its terrific levels of growth for a long time to come, especially considering that a huge chunk of gamers have&nbsp;yet to upgrade&nbsp;to its latest cards.</p><p><blockquote>所有这些都表明，英伟达的游戏业务可以在未来很长一段时间内保持其惊人的增长水平，特别是考虑到大量游戏玩家尚未升级到其最新显卡。</blockquote></p><p> Meanwhile, the growth of AMD's gaming business is nowhere close to NVIDIA's, and the situation is unlikely to change given the latter's supremacy in this space. That's why investors looking to take advantage of the booming market for discrete graphics cards and add a&nbsp;top growth stock&nbsp;to their portfolios should choose NVIDIA. Gaming is its largest source of revenue, and this business could stay red-hot for a long time.</p><p><blockquote>与此同时，AMD游戏业务的增长远不及英伟达，鉴于后者在这一领域的霸主地位，这种情况不太可能改变。这就是为什么希望利用独立显卡蓬勃发展的市场并将一只顶级增长股票添加到其投资组合中的投资者应该选择 NVIDIA。游戏是其最大的收入来源，这项业务可能会在很长一段时间内保持火爆。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>1 Big Reason to Dump AMD and Buy NVIDIA<blockquote>抛售 AMD 并购买 NVIDIA 的一大理由</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\">\n1 Big Reason to Dump AMD and Buy NVIDIA<blockquote>抛售 AMD 并购买 NVIDIA 的一大理由</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-06-18 09:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>NVIDIA</b>&nbsp;(NASDAQ:NVDA)&nbsp;has been ruling the roost in the discrete graphics processing unit (GPU) market, despite the best efforts of&nbsp;<b>Advanced Micro Devices</b>(NASDAQ:AMD)&nbsp;to gain share in this highly lucrative space. And NVIDIA is showing no signs of losing its grip over the graphics card market, according to the latest market share numbers provided&nbsp;by Jon Peddie Research.</p><p><blockquote><b>英伟达</b>（纳斯达克股票代码：NVDA）尽管做出了最大努力，但仍在独立图形处理单元 (GPU) 市场占据主导地位<b>先进微器件</b>（纳斯达克股票代码：AMD）将在这个利润丰厚的领域获得份额。根据 Jon Peddie Research 提供的最新市场份额数据，NVIDIA 没有表现出失去对显卡市场控制的迹象。</blockquote></p><p> Let's see why that bodes well for NVIDIA, and makes it a better bet than arch-rival AMD.</p><p><blockquote>让我们看看为什么这对 NVIDIA 来说是个好兆头，并使其成为比主要竞争对手 AMD 更好的选择。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94007897775e469423cc8a3d1e55440d\" tg-width=\"700\" tg-height=\"393\"><span>IMAGE SOURCE: GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社</span></p></blockquote></p><p> <b>NVIDIA stamps its authority on graphics cards once again</b></p><p><blockquote><b>NVIDIA 再次证明其在显卡领域的权威</b></blockquote></p><p> NVIDIA&nbsp;finished 2020 with&nbsp;82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase&nbsp;over the year-ago period's market share of 75%.</p><p><blockquote>英伟达在2020年结束时控制了82%的独立显卡市场，而AMD占据了其余部分。该公司令人印象深刻的势头已经蔓延到 2021 年，在第一季度占据了 81% 的市场份额。与去年同期 75% 的市场份额相比，这是一个不错的增长。</blockquote></p><p> AMD, on the other hand, lost market share for yet another quarter. The company has been&nbsp;losing ground&nbsp;to NVIDIA since the latter launched the&nbsp;RTX 30 series cards&nbsp;toward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs were&nbsp;making a nice dent&nbsp;in NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.</p><p><blockquote>另一方面，AMD 又一个季度失去了市场份额。自英伟达在2020年底推出RTX 30系列显卡以来，该公司一直在输给英伟达。在RTX 30系列卡到来之前，AMD正处于复兴模式——一年前，它的Navi GPU在英伟达的显卡霸主地位上取得了良好的进展。但现在情况已经不同了。</blockquote></p><p> <b>NVIDIA stamps its authority on graphics cards once again</b></p><p><blockquote><b>NVIDIA 再次证明其在显卡领域的权威</b></blockquote></p><p> NVIDIAfinished 2020 with82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase&nbsp;over the year-ago period's market share of 75%.</p><p><blockquote>英伟达在2020年控制了82%的独立显卡市场，而AMD占据了其余的份额。该公司令人印象深刻的势头已经蔓延到 2021 年，在第一季度占据了 81% 的市场份额。与去年同期 75% 的市场份额相比，这是一个不错的增长。</blockquote></p><p> AMD, on the other hand, lost market share for yet another quarter. The company has been&nbsp;losing ground&nbsp;to NVIDIA since the latter launched theRTX 30 series cardstoward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs weremaking a nice dentin NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.</p><p><blockquote>另一方面，AMD 又一个季度失去了市场份额。自英伟达在2020年底推出TX 30系列卡以来，该公司一直在输给英伟达。在 RTX 30 系列显卡问世之前，AMD 正处于复兴模式——其 Navi GPU 正在与一年前 NVIDIA 显卡霸主地位相媲美。但现在情况已经不同了。</blockquote></p><p> Jon Peddie Research estimates that discrete GPU shipments shot up 24.4% year-over-year. The market generated $12.5 billion in revenue in Q1, a 370% spike over the prior-year period, thanks to a&nbsp;jump in the average selling prices&nbsp;(ASPs) triggered by huge demand and short supply. NVIDIA's massive market share means that it has won big from this spike, which is reflected in its Q1 performance.</p><p><blockquote>Jon Peddie Research 估计，独立 GPU 出货量同比增长 24.4%。由于巨大需求和供应短缺导致平均销售价格 (ASP) 飙升，该市场在第一季度创造了 125 亿美元的收入，比去年同期增长了 370%。英伟达巨大的市场份额意味着它从这次飙升中获益匪浅，这反映在其第一季度的业绩中。</blockquote></p><p> NVIDIA's gaming revenue more than doubled&nbsp;year-over-year in the first quarter of fiscal 2022 to $2.76 billion. AMD's computing and graphics segment, which also includes the sales of its Ryzen desktop and notebook processors, grew at a relatively slower pace of 46% year-over-year to $2.1 billion in Q1.</p><p><blockquote>2022 财年第一季度，英伟达的游戏收入同比增长一倍多，达到 27.6 亿美元。AMD 的计算和图形部门（还包括 Ryzen 台式机和笔记本电脑处理器的销售）在第一季度以相对较慢的速度同比增长 46%，达到 21 亿美元。</blockquote></p><p> Jon Peddie Research estimates that the discrete GPU market could be worth $54 billion by 2025, compared to $23.6 billion last year. NVIDIA's dominant position should allow it to corner a substantial portion of that pie in the future, especially considering its moves to strengthen its position.</p><p><blockquote>Jon Peddie Research 估计，到 2025 年，独立 GPU 市场价值可能达到 540 亿美元，而去年为 236 亿美元。英伟达的主导地位应该使其能够在未来占据很大一部分份额，特别是考虑到其加强自身地位的举措。</blockquote></p><p> <b>AMD's resistance may not be enough</b></p><p><blockquote><b>AMD的阻力可能还不够</b></blockquote></p><p> AMD has been trying to put up a fight against NVIDIA, and it did show some progress last quarter, registering a quarter-over-quarter market share gain of one percentage point. However, AMD is now looking to raise its game with a new technology, the FidelityFX Super Resolution (FSR). This will compete with NVIDIA's deep learning super sampling (DLSS) image upscaling technology, which helps games look better and run smoother.</p><p><blockquote>AMD一直在试图与英伟达抗衡，上季度确实取得了一些进展，市场份额环比增长了一个百分点。然而，AMD现在正在寻求通过一项新技术FidelityFX超级分辨率（FSR）来提升其游戏。这将与英伟达的深度学习超级采样（DLSS）图像放大技术竞争，该技术有助于游戏看起来更好，运行更流畅。</blockquote></p><p> AMD's internal tests claim that its new tech can help games run at 59% higher frame rates on ultra-quality settings. The chipmaker also claims that FSR could increase gaming performance by 2.5 times in certain titles using the performance setting. In addition, AMD says that FSR supports a wide range of hardware that includes more than 100 processors and graphics cards thanks to its open-source nature.</p><p><blockquote>AMD的内部测试声称，其新技术可以帮助游戏在超高质量设置下以59%的帧速率运行。该芯片制造商还声称，使用性能设置，FSR可以将某些游戏的游戏性能提高2.5倍。此外，AMD表示，由于其开源性质，FSR支持广泛的硬件，包括100多个处理器和显卡。</blockquote></p><p> FSR will launch on June 22, and it could give AMD a nice boost in the GPU market. However, only time will tell if the new technology will translate into sales for AMD, given that its rival's DLSS tech is already in its second&nbsp;generation.</p><p><blockquote>FSR将于6月22日推出，它可能会给AMD在GPU市场带来一个很好的推动。然而，只有时间才能证明这项新技术是否会转化为 AMD 的销售，因为其竞争对手的 DLSS 技术已经进入第二代。</blockquote></p><p> However, it is worth noting that NVIDIA is trying to cover as much of the GPU market as possible with new launches. The company recently released the RTX 3080 Ti and the RTX 3070 Ti GPUs, priced at $1,199 and $599, respectively. NVIDIA is giving users of older graphics cards a solid reason to upgrade with these cards. It claims that the RTX 3080 Ti is twice as fast as the older GTX 1080 Ti, while the RTX 3070 Ti delivers 1.5x the performance of the RTX 2070 Super.</p><p><blockquote>然而，值得注意的是，英伟达正试图通过新的发布来覆盖尽可能多的GPU市场。该公司最近发布了RTX 3080 Ti和RTX 3070 Ti GPU，售价分别为1199美元和599美元。NVIDIA为旧显卡的用户提供了升级这些显卡的充分理由。它声称RTX 3080 Ti的速度是旧的GTX 1080 Ti的两倍，而RTX 3070 Ti的性能是RTX 2070 Super的1.5倍。</blockquote></p><p></p><p> NVIDIA is also&nbsp;stepping up its game&nbsp;in the laptop market with the launch of entry-level graphics cards. The company now offers more than 140 laptop models powered by the RTX 30 cards across a wide range of prices. This puts NVIDIA in a solid position in the fast-growing gaming laptop market, which is expected to hit $15.6 billion in revenue by 2027, compared to $9 billion in 2019.</p><p><blockquote>随着入门级显卡的推出，英伟达也在加强其在笔记本电脑市场的博弈。该公司现在提供140多种由RTX 30卡驱动的笔记本电脑型号，价格范围广泛。这使得英伟达在快速增长的游戏笔记本电脑市场占据了稳固的地位，预计到2027年，该市场的收入将达到156亿美元，而2019年为90亿美元。</blockquote></p><p> All of this indicates that NVIDIA's gaming business could sustain its terrific levels of growth for a long time to come, especially considering that a huge chunk of gamers have&nbsp;yet to upgrade&nbsp;to its latest cards.</p><p><blockquote>所有这些都表明，英伟达的游戏业务可以在未来很长一段时间内保持其惊人的增长水平，特别是考虑到大量游戏玩家尚未升级到其最新显卡。</blockquote></p><p> Meanwhile, the growth of AMD's gaming business is nowhere close to NVIDIA's, and the situation is unlikely to change given the latter's supremacy in this space. That's why investors looking to take advantage of the booming market for discrete graphics cards and add a&nbsp;top growth stock&nbsp;to their portfolios should choose NVIDIA. Gaming is its largest source of revenue, and this business could stay red-hot for a long time.</p><p><blockquote>与此同时，AMD游戏业务的增长远不及英伟达，鉴于后者在这一领域的霸主地位，这种情况不太可能改变。这就是为什么希望利用独立显卡蓬勃发展的市场并将一只顶级增长股票添加到其投资组合中的投资者应该选择 NVIDIA。游戏是其最大的收入来源，这项业务可能会在很长一段时间内保持火爆。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/06/17/1-big-reason-to-dump-amd-and-buy-nvidia/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/06/17/1-big-reason-to-dump-amd-and-buy-nvidia/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197160756","content_text":"NVIDIA (NASDAQ:NVDA) has been ruling the roost in the discrete graphics processing unit (GPU) market, despite the best efforts of Advanced Micro Devices(NASDAQ:AMD) to gain share in this highly lucrative space. And NVIDIA is showing no signs of losing its grip over the graphics card market, according to the latest market share numbers provided by Jon Peddie Research.\nLet's see why that bodes well for NVIDIA, and makes it a better bet than arch-rival AMD.\nIMAGE SOURCE: GETTY IMAGES\nNVIDIA stamps its authority on graphics cards once again\nNVIDIA finished 2020 with 82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase over the year-ago period's market share of 75%.\nAMD, on the other hand, lost market share for yet another quarter. The company has been losing ground to NVIDIA since the latter launched the RTX 30 series cards toward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs were making a nice dent in NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.\nNVIDIA stamps its authority on graphics cards once again\nNVIDIAfinished 2020 with82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase over the year-ago period's market share of 75%.\nAMD, on the other hand, lost market share for yet another quarter. The company has been losing ground to NVIDIA since the latter launched theRTX 30 series cardstoward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs weremaking a nice dentin NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.\nJon Peddie Research estimates that discrete GPU shipments shot up 24.4% year-over-year. The market generated $12.5 billion in revenue in Q1, a 370% spike over the prior-year period, thanks to a jump in the average selling prices (ASPs) triggered by huge demand and short supply. NVIDIA's massive market share means that it has won big from this spike, which is reflected in its Q1 performance.\nNVIDIA's gaming revenue more than doubled year-over-year in the first quarter of fiscal 2022 to $2.76 billion. AMD's computing and graphics segment, which also includes the sales of its Ryzen desktop and notebook processors, grew at a relatively slower pace of 46% year-over-year to $2.1 billion in Q1.\nJon Peddie Research estimates that the discrete GPU market could be worth $54 billion by 2025, compared to $23.6 billion last year. NVIDIA's dominant position should allow it to corner a substantial portion of that pie in the future, especially considering its moves to strengthen its position.\nAMD's resistance may not be enough\nAMD has been trying to put up a fight against NVIDIA, and it did show some progress last quarter, registering a quarter-over-quarter market share gain of one percentage point. However, AMD is now looking to raise its game with a new technology, the FidelityFX Super Resolution (FSR). This will compete with NVIDIA's deep learning super sampling (DLSS) image upscaling technology, which helps games look better and run smoother.\nAMD's internal tests claim that its new tech can help games run at 59% higher frame rates on ultra-quality settings. The chipmaker also claims that FSR could increase gaming performance by 2.5 times in certain titles using the performance setting. In addition, AMD says that FSR supports a wide range of hardware that includes more than 100 processors and graphics cards thanks to its open-source nature.\nFSR will launch on June 22, and it could give AMD a nice boost in the GPU market. However, only time will tell if the new technology will translate into sales for AMD, given that its rival's DLSS tech is already in its second generation.\nHowever, it is worth noting that NVIDIA is trying to cover as much of the GPU market as possible with new launches. The company recently released the RTX 3080 Ti and the RTX 3070 Ti GPUs, priced at $1,199 and $599, respectively. NVIDIA is giving users of older graphics cards a solid reason to upgrade with these cards. It claims that the RTX 3080 Ti is twice as fast as the older GTX 1080 Ti, while the RTX 3070 Ti delivers 1.5x the performance of the RTX 2070 Super.\nNVIDIA is also stepping up its game in the laptop market with the launch of entry-level graphics cards. The company now offers more than 140 laptop models powered by the RTX 30 cards across a wide range of prices. This puts NVIDIA in a solid position in the fast-growing gaming laptop market, which is expected to hit $15.6 billion in revenue by 2027, compared to $9 billion in 2019.\nAll of this indicates that NVIDIA's gaming business could sustain its terrific levels of growth for a long time to come, especially considering that a huge chunk of gamers have yet to upgrade to its latest cards.\nMeanwhile, the growth of AMD's gaming business is nowhere close to NVIDIA's, and the situation is unlikely to change given the latter's supremacy in this space. That's why investors looking to take advantage of the booming market for discrete graphics cards and add a top growth stock to their portfolios should choose NVIDIA. Gaming is its largest source of revenue, and this business could stay red-hot for a long time.","news_type":1,"symbols_score_info":{"AMD":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2094,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168909940,"gmtCreate":1623945869680,"gmtModify":1634025437390,"author":{"id":"3573455324256785","authorId":"3573455324256785","name":"Ericchenyl","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573455324256785","idStr":"3573455324256785"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/168909940","repostId":"1159902153","repostType":4,"isVote":1,"tweetType":1,"viewCount":2562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161299432,"gmtCreate":1623927316326,"gmtModify":1634025793873,"author":{"id":"3573455324256785","authorId":"3573455324256785","name":"Ericchenyl","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573455324256785","idStr":"3573455324256785"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161299432","repostId":"1125930700","repostType":4,"isVote":1,"tweetType":1,"viewCount":4097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160356999,"gmtCreate":1623773306411,"gmtModify":1634028457569,"author":{"id":"3573455324256785","authorId":"3573455324256785","name":"Ericchenyl","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573455324256785","idStr":"3573455324256785"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160356999","repostId":"1187102856","repostType":4,"isVote":1,"tweetType":1,"viewCount":2375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187686113,"gmtCreate":1623752210932,"gmtModify":1634029047639,"author":{"id":"3573455324256785","authorId":"3573455324256785","name":"Ericchenyl","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573455324256785","idStr":"3573455324256785"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187686113","repostId":"2143735244","repostType":4,"isVote":1,"tweetType":1,"viewCount":2823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":187686113,"gmtCreate":1623752210932,"gmtModify":1634029047639,"author":{"id":"3573455324256785","authorId":"3573455324256785","name":"Ericchenyl","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573455324256785","authorIdStr":"3573455324256785"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187686113","repostId":"2143735244","repostType":4,"isVote":1,"tweetType":1,"viewCount":2823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125701015,"gmtCreate":1624690184537,"gmtModify":1633949516479,"author":{"id":"3573455324256785","authorId":"3573455324256785","name":"Ericchenyl","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573455324256785","authorIdStr":"3573455324256785"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/125701015","repostId":"1112141657","repostType":4,"repost":{"id":"1112141657","kind":"news","pubTimestamp":1624674481,"share":"https://www.laohunote.com/m/news/1112141657?lang=zh_CN&edition=full","pubTime":"2021-06-26 10:28","market":"us","language":"en","title":"These Stocks Could Have ‘Significant Upside’ From Infrastructure Spending<blockquote>这些股票可能会从基础设施支出中获得 “显著上涨空间”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112141657","media":"Barrons","summary":"Wall Street has been pricing in an infrastructure bill since the White House unveiled the American J","content":"<p>Wall Street has been pricing in an infrastructure bill&nbsp;since the White House unveiled the American Jobs Plan in April. When agreement came this past week, the rally continued.</p><p><blockquote>自白宫4月份公布美国就业计划以来，华尔街一直在为基础设施法案定价。当上周达成协议时，反弹仍在继续。</blockquote></p><p> The&nbsp;Dow Jones Industrial Average&nbsp;climbed 1% on Thursday, and the&nbsp;S&amp;P 500 Industrial Sector&nbsp;added about 0.8%, both outpacing the broader market, as President Joe Biden announced that he had come to an agreement with a group of Republican and Democratic senators on an infrastructure package of roughly $600 billion. And the industrial outperformance continued on Friday.</p><p><blockquote>道琼斯工业平均指数周四上涨1%，标普500工业板块上涨约0.8%，均跑赢大盘，总统乔·拜登宣布他已与一群共和党和民主党参议员就约6000亿美元的基础设施一揽子计划达成协议。周五工业表现继续优异。</blockquote></p><p> The package includes some $300 billion for roads, bridges, and other major transportation projects. An additional $266 billion includes water infrastructure, broadband, and power infrastructure. The spending is part of a larger package of approved spending that totals about $1.2 trillion over an eight-year period. The infrastructure bill must still be approved by Congress before Biden can sign it.</p><p><blockquote>该计划包括约3000亿美元用于道路、桥梁和其他主要交通项目。另外2660亿美元包括水利基础设施、宽带和电力基础设施。这笔支出是一揽子批准支出的一部分，八年内总额约为 1.2 万亿美元。基础设施法案仍需获得国会批准，拜登才能签署。</blockquote></p><p> Other priorities that Biden had outlined, such as more spending on child-care initiatives, will have to be pursued in a separate package devoted to “human infrastructure,” probably by using the budget reconciliation process in the Senate, where Democrats hold a tie-breaker vote. The bipartisan agreement would probably be tied to the reconciliation bill, as Biden has said he wants both on his desk at the same time.</p><p><blockquote>拜登概述的其他优先事项，如在儿童保育计划上增加支出，将不得不在一个专门用于 “人类基础设施 ”的单独一揽子计划中实施，可能是通过参议院的预算调解程序来实现的，民主党人在参议院进行决胜投票。两党协议可能会与和解法案挂钩，因为拜登曾表示，他希望两者同时摆在他的办公桌上。</blockquote></p><p> Still, agreement on the physical infrastructure spending is a victory for political comity, the economy, and potentially a range of stocks and market sectors. “Roughly $600 billion in new spending for roads, bridges, public transit, and broadband as well as a host of other areas would likely be considered a ‘win’ for the White House,” Wells Fargo economist Michael Pugliese said in a note. “As in baseball, a win does not always have to be a home run. Sometimes it pays to just get on base.”</p><p><blockquote>尽管如此，就有形基础设施支出达成协议是政治礼貌、经济以及潜在的一系列股票和市场板块的胜利。“富国银行经济学家迈克尔-普列塞（Michael Pugliese）在一份报告中说：”用于道路、桥梁、公共交通和宽带以及其他一系列领域的约6000亿美元新支出很可能被视为白宫的'胜利'。“就像在棒球比赛中一样，胜利并不总是全垒打。有时候，上垒是值得的。”</blockquote></p><p> One way to play for further upside in the bipartisan deal is the package’s emphasis on expanding broadband, says Josh Duitz, who runs the $185 million Aberdeen Standard Global Infrastructure Income fund (ticker: ASGI). As of May 31, his portfolio’s holdings included&nbsp;American Tower(AMT). He added that&nbsp;Ferrovial(FER.Spain), a global infrastructure company that builds roads and other projects, would also benefit from the package. It’s another of his holdings. “This is just one more positive catalyst for infrastructure,” Duitz said.</p><p><blockquote>1.85 亿美元的阿伯丁标准全球基础设施收入基金（股票代码：ASGI）负责人乔希-杜伊茨（Josh Duitz）说，两党协议进一步提升空间的一个途径是该方案强调扩大宽带。截至 5 月 31 日，他的投资组合中包括美国铁塔（AMT）。他补充说，Ferrovial（FER.Spain）是一家建设道路和其他项目的全球基础设施公司，也将从该计划中受益。这是他的另一笔财产。“杜伊茨说：”这只是基础设施建设的又一个积极催化剂。</blockquote></p><p> Analysts at Stifel, meanwhile, believe the deal “generates significant upside” for machinery, construction materials, and rental companies.</p><p><blockquote>与此同时，Stifel 的分析师认为，这笔交易将为机械、建筑材料和租赁公司 “带来巨大的上涨空间”。</blockquote></p><p> Stifel said that the beneficiaries of the infrastructure bill include these five companies:Astec Industries(ASTE), whose products include asphalt and concrete;Martin Marietta Materials(MLM), which makes construction materials;Construction Partners(ROAD), which builds roadways;United Rentals(URI); and&nbsp;Vulcan Materials(VMC), which makes construction materials.</p><p><blockquote>斯蒂费尔表示，基础设施法案的受益者包括这五家公司：Astec Industries（ASTE），其产品包括沥青和混凝土；生产建筑材料的马丁玛丽埃塔材料公司（MLM）；Construction Partners（ROAD），修建道路；联合租赁公司（URI）；以及生产建筑材料的 Vulcan Materials (VMC)。</blockquote></p><p> Separately on Friday, Jefferies upgraded Martin Marietta Materials and Vulcan Materials to Buy from Hold. It also raised the price targets to $424 and $207, respectively.</p><p><blockquote>另外，周五，杰富瑞将 Martin Marietta Materials 和 Vulcan Materials 的评级上调至持有。它还将目标价分别上调至 424 美元和 207 美元。</blockquote></p><p> Stifel expects other companies to benefit, as well. Those include&nbsp;Caterpillar(CAT),Deere(DE),Manitowoc(MTW),Oshkosh(OSK), and&nbsp;Terex(TEX)—“each of which sells machinery into the infrastructure” market.</p><p><blockquote>Stifel 预计其他公司也将从中受益。其中包括卡特彼勒 (CAT)、Deere (DE)、马尼托瓦克 (MTW)、奥什科什 (OSK) 和特雷克斯 (TEX)——“每家公司都向基础设施市场销售机械”。</blockquote></p><p></p>","source":"lsy1601382232898","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>These Stocks Could Have ‘Significant Upside’ From Infrastructure Spending<blockquote>这些股票可能会从基础设施支出中获得 “显著上涨空间”</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\">\nThese Stocks Could Have ‘Significant Upside’ From Infrastructure Spending<blockquote>这些股票可能会从基础设施支出中获得 “显著上涨空间”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-06-26 10:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Wall Street has been pricing in an infrastructure bill&nbsp;since the White House unveiled the American Jobs Plan in April. When agreement came this past week, the rally continued.</p><p><blockquote>自白宫4月份公布美国就业计划以来，华尔街一直在为基础设施法案定价。当上周达成协议时，反弹仍在继续。</blockquote></p><p> The&nbsp;Dow Jones Industrial Average&nbsp;climbed 1% on Thursday, and the&nbsp;S&amp;P 500 Industrial Sector&nbsp;added about 0.8%, both outpacing the broader market, as President Joe Biden announced that he had come to an agreement with a group of Republican and Democratic senators on an infrastructure package of roughly $600 billion. And the industrial outperformance continued on Friday.</p><p><blockquote>道琼斯工业平均指数周四上涨1%，标普500工业板块上涨约0.8%，均跑赢大盘，总统乔·拜登宣布他已与一群共和党和民主党参议员就约6000亿美元的基础设施一揽子计划达成协议。周五工业表现继续优异。</blockquote></p><p> The package includes some $300 billion for roads, bridges, and other major transportation projects. An additional $266 billion includes water infrastructure, broadband, and power infrastructure. The spending is part of a larger package of approved spending that totals about $1.2 trillion over an eight-year period. The infrastructure bill must still be approved by Congress before Biden can sign it.</p><p><blockquote>该计划包括约3000亿美元用于道路、桥梁和其他主要交通项目。另外2660亿美元包括水利基础设施、宽带和电力基础设施。这笔支出是一揽子批准支出的一部分，八年内总额约为 1.2 万亿美元。基础设施法案仍需获得国会批准，拜登才能签署。</blockquote></p><p> Other priorities that Biden had outlined, such as more spending on child-care initiatives, will have to be pursued in a separate package devoted to “human infrastructure,” probably by using the budget reconciliation process in the Senate, where Democrats hold a tie-breaker vote. The bipartisan agreement would probably be tied to the reconciliation bill, as Biden has said he wants both on his desk at the same time.</p><p><blockquote>拜登概述的其他优先事项，如在儿童保育计划上增加支出，将不得不在一个专门用于 “人类基础设施 ”的单独一揽子计划中实施，可能是通过参议院的预算调解程序来实现的，民主党人在参议院进行决胜投票。两党协议可能会与和解法案挂钩，因为拜登曾表示，他希望两者同时摆在他的办公桌上。</blockquote></p><p> Still, agreement on the physical infrastructure spending is a victory for political comity, the economy, and potentially a range of stocks and market sectors. “Roughly $600 billion in new spending for roads, bridges, public transit, and broadband as well as a host of other areas would likely be considered a ‘win’ for the White House,” Wells Fargo economist Michael Pugliese said in a note. “As in baseball, a win does not always have to be a home run. Sometimes it pays to just get on base.”</p><p><blockquote>尽管如此，就有形基础设施支出达成协议是政治礼貌、经济以及潜在的一系列股票和市场板块的胜利。“富国银行经济学家迈克尔-普列塞（Michael Pugliese）在一份报告中说：”用于道路、桥梁、公共交通和宽带以及其他一系列领域的约6000亿美元新支出很可能被视为白宫的'胜利'。“就像在棒球比赛中一样，胜利并不总是全垒打。有时候，上垒是值得的。”</blockquote></p><p> One way to play for further upside in the bipartisan deal is the package’s emphasis on expanding broadband, says Josh Duitz, who runs the $185 million Aberdeen Standard Global Infrastructure Income fund (ticker: ASGI). As of May 31, his portfolio’s holdings included&nbsp;American Tower(AMT). He added that&nbsp;Ferrovial(FER.Spain), a global infrastructure company that builds roads and other projects, would also benefit from the package. It’s another of his holdings. “This is just one more positive catalyst for infrastructure,” Duitz said.</p><p><blockquote>1.85 亿美元的阿伯丁标准全球基础设施收入基金（股票代码：ASGI）负责人乔希-杜伊茨（Josh Duitz）说，两党协议进一步提升空间的一个途径是该方案强调扩大宽带。截至 5 月 31 日，他的投资组合中包括美国铁塔（AMT）。他补充说，Ferrovial（FER.Spain）是一家建设道路和其他项目的全球基础设施公司，也将从该计划中受益。这是他的另一笔财产。“杜伊茨说：”这只是基础设施建设的又一个积极催化剂。</blockquote></p><p> Analysts at Stifel, meanwhile, believe the deal “generates significant upside” for machinery, construction materials, and rental companies.</p><p><blockquote>与此同时，Stifel 的分析师认为，这笔交易将为机械、建筑材料和租赁公司 “带来巨大的上涨空间”。</blockquote></p><p> Stifel said that the beneficiaries of the infrastructure bill include these five companies:Astec Industries(ASTE), whose products include asphalt and concrete;Martin Marietta Materials(MLM), which makes construction materials;Construction Partners(ROAD), which builds roadways;United Rentals(URI); and&nbsp;Vulcan Materials(VMC), which makes construction materials.</p><p><blockquote>斯蒂费尔表示，基础设施法案的受益者包括这五家公司：Astec Industries（ASTE），其产品包括沥青和混凝土；生产建筑材料的马丁玛丽埃塔材料公司（MLM）；Construction Partners（ROAD），修建道路；联合租赁公司（URI）；以及生产建筑材料的 Vulcan Materials (VMC)。</blockquote></p><p> Separately on Friday, Jefferies upgraded Martin Marietta Materials and Vulcan Materials to Buy from Hold. It also raised the price targets to $424 and $207, respectively.</p><p><blockquote>另外，周五，杰富瑞将 Martin Marietta Materials 和 Vulcan Materials 的评级上调至持有。它还将目标价分别上调至 424 美元和 207 美元。</blockquote></p><p> Stifel expects other companies to benefit, as well. Those include&nbsp;Caterpillar(CAT),Deere(DE),Manitowoc(MTW),Oshkosh(OSK), and&nbsp;Terex(TEX)—“each of which sells machinery into the infrastructure” market.</p><p><blockquote>Stifel 预计其他公司也将从中受益。其中包括卡特彼勒 (CAT)、Deere (DE)、马尼托瓦克 (MTW)、奥什科什 (OSK) 和特雷克斯 (TEX)——“每家公司都向基础设施市场销售机械”。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stocks-infrastructure-spending-51624667261?mod=RTA\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROAD":"Construction Partners","OSK":"Oshkosh","MLM":"马丁-玛丽埃塔材料","VMC":"火神材料","CAT":"卡特彼勒","MTW":"马尼托沃克","DE":"迪尔股份有限公司","TEX":"特雷克斯","URI":"联合租赁","ASTE":"Astec实业"},"source_url":"https://www.barrons.com/articles/stocks-infrastructure-spending-51624667261?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112141657","content_text":"Wall Street has been pricing in an infrastructure bill since the White House unveiled the American Jobs Plan in April. When agreement came this past week, the rally continued.\nThe Dow Jones Industrial Average climbed 1% on Thursday, and the S&P 500 Industrial Sector added about 0.8%, both outpacing the broader market, as President Joe Biden announced that he had come to an agreement with a group of Republican and Democratic senators on an infrastructure package of roughly $600 billion. And the industrial outperformance continued on Friday.\nThe package includes some $300 billion for roads, bridges, and other major transportation projects. An additional $266 billion includes water infrastructure, broadband, and power infrastructure. The spending is part of a larger package of approved spending that totals about $1.2 trillion over an eight-year period. The infrastructure bill must still be approved by Congress before Biden can sign it.\nOther priorities that Biden had outlined, such as more spending on child-care initiatives, will have to be pursued in a separate package devoted to “human infrastructure,” probably by using the budget reconciliation process in the Senate, where Democrats hold a tie-breaker vote. The bipartisan agreement would probably be tied to the reconciliation bill, as Biden has said he wants both on his desk at the same time.\nStill, agreement on the physical infrastructure spending is a victory for political comity, the economy, and potentially a range of stocks and market sectors. “Roughly $600 billion in new spending for roads, bridges, public transit, and broadband as well as a host of other areas would likely be considered a ‘win’ for the White House,” Wells Fargo economist Michael Pugliese said in a note. “As in baseball, a win does not always have to be a home run. Sometimes it pays to just get on base.”\nOne way to play for further upside in the bipartisan deal is the package’s emphasis on expanding broadband, says Josh Duitz, who runs the $185 million Aberdeen Standard Global Infrastructure Income fund (ticker: ASGI). As of May 31, his portfolio’s holdings included American Tower(AMT). He added that Ferrovial(FER.Spain), a global infrastructure company that builds roads and other projects, would also benefit from the package. It’s another of his holdings. “This is just one more positive catalyst for infrastructure,” Duitz said.\nAnalysts at Stifel, meanwhile, believe the deal “generates significant upside” for machinery, construction materials, and rental companies.\nStifel said that the beneficiaries of the infrastructure bill include these five companies:Astec Industries(ASTE), whose products include asphalt and concrete;Martin Marietta Materials(MLM), which makes construction materials;Construction Partners(ROAD), which builds roadways;United Rentals(URI); and Vulcan Materials(VMC), which makes construction materials.\nSeparately on Friday, Jefferies upgraded Martin Marietta Materials and Vulcan Materials to Buy from Hold. It also raised the price targets to $424 and $207, respectively.\nStifel expects other companies to benefit, as well. Those include Caterpillar(CAT),Deere(DE),Manitowoc(MTW),Oshkosh(OSK), and Terex(TEX)—“each of which sells machinery into the infrastructure” market.","news_type":1,"symbols_score_info":{"ASTE":0.9,"MLM":0.9,"TEX":0.9,"OSK":0.9,"ROAD":0.9,"MTW":0.9,"DE":0.9,"URI":0.9,"VMC":0.9,"CAT":0.9}},"isVote":1,"tweetType":1,"viewCount":2160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123728621,"gmtCreate":1624440141163,"gmtModify":1634006118679,"author":{"id":"3573455324256785","authorId":"3573455324256785","name":"Ericchenyl","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573455324256785","authorIdStr":"3573455324256785"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123728621","repostId":"1186463775","repostType":4,"isVote":1,"tweetType":1,"viewCount":2409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126881667,"gmtCreate":1624551092459,"gmtModify":1634004444356,"author":{"id":"3573455324256785","authorId":"3573455324256785","name":"Ericchenyl","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573455324256785","authorIdStr":"3573455324256785"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126881667","repostId":"1162964404","repostType":4,"isVote":1,"tweetType":1,"viewCount":2516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167718212,"gmtCreate":1624284589336,"gmtModify":1634008400668,"author":{"id":"3573455324256785","authorId":"3573455324256785","name":"Ericchenyl","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573455324256785","authorIdStr":"3573455324256785"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167718212","repostId":"1135081526","repostType":4,"isVote":1,"tweetType":1,"viewCount":2453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162325956,"gmtCreate":1624035663175,"gmtModify":1634023700887,"author":{"id":"3573455324256785","authorId":"3573455324256785","name":"Ericchenyl","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573455324256785","authorIdStr":"3573455324256785"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/162325956","repostId":"1197160756","repostType":4,"repost":{"id":"1197160756","kind":"news","pubTimestamp":1623980251,"share":"https://www.laohunote.com/m/news/1197160756?lang=zh_CN&edition=full","pubTime":"2021-06-18 09:37","market":"us","language":"en","title":"1 Big Reason to Dump AMD and Buy NVIDIA<blockquote>抛售 AMD 并购买 NVIDIA 的一大理由</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1197160756","media":"Motley Fool","summary":"The graphics specialist enjoys a huge advantage over its smaller rival in an important market.","content":"<p><b>NVIDIA</b>&nbsp;(NASDAQ:NVDA)&nbsp;has been ruling the roost in the discrete graphics processing unit (GPU) market, despite the best efforts of&nbsp;<b>Advanced Micro Devices</b>(NASDAQ:AMD)&nbsp;to gain share in this highly lucrative space. And NVIDIA is showing no signs of losing its grip over the graphics card market, according to the latest market share numbers provided&nbsp;by Jon Peddie Research.</p><p><blockquote><b>英伟达</b>（纳斯达克股票代码：NVDA）尽管做出了最大努力，但仍在独立图形处理单元 (GPU) 市场占据主导地位<b>先进微器件</b>（纳斯达克股票代码：AMD）将在这个利润丰厚的领域获得份额。根据 Jon Peddie Research 提供的最新市场份额数据，NVIDIA 没有表现出失去对显卡市场控制的迹象。</blockquote></p><p> Let's see why that bodes well for NVIDIA, and makes it a better bet than arch-rival AMD.</p><p><blockquote>让我们看看为什么这对 NVIDIA 来说是个好兆头，并使其成为比主要竞争对手 AMD 更好的选择。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94007897775e469423cc8a3d1e55440d\" tg-width=\"700\" tg-height=\"393\"><span>IMAGE SOURCE: GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社</span></p></blockquote></p><p> <b>NVIDIA stamps its authority on graphics cards once again</b></p><p><blockquote><b>NVIDIA 再次证明其在显卡领域的权威</b></blockquote></p><p> NVIDIA&nbsp;finished 2020 with&nbsp;82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase&nbsp;over the year-ago period's market share of 75%.</p><p><blockquote>英伟达在2020年结束时控制了82%的独立显卡市场，而AMD占据了其余部分。该公司令人印象深刻的势头已经蔓延到 2021 年，在第一季度占据了 81% 的市场份额。与去年同期 75% 的市场份额相比，这是一个不错的增长。</blockquote></p><p> AMD, on the other hand, lost market share for yet another quarter. The company has been&nbsp;losing ground&nbsp;to NVIDIA since the latter launched the&nbsp;RTX 30 series cards&nbsp;toward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs were&nbsp;making a nice dent&nbsp;in NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.</p><p><blockquote>另一方面，AMD 又一个季度失去了市场份额。自英伟达在2020年底推出RTX 30系列显卡以来，该公司一直在输给英伟达。在RTX 30系列卡到来之前，AMD正处于复兴模式——一年前，它的Navi GPU在英伟达的显卡霸主地位上取得了良好的进展。但现在情况已经不同了。</blockquote></p><p> <b>NVIDIA stamps its authority on graphics cards once again</b></p><p><blockquote><b>NVIDIA 再次证明其在显卡领域的权威</b></blockquote></p><p> NVIDIAfinished 2020 with82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase&nbsp;over the year-ago period's market share of 75%.</p><p><blockquote>英伟达在2020年控制了82%的独立显卡市场，而AMD占据了其余的份额。该公司令人印象深刻的势头已经蔓延到 2021 年，在第一季度占据了 81% 的市场份额。与去年同期 75% 的市场份额相比，这是一个不错的增长。</blockquote></p><p> AMD, on the other hand, lost market share for yet another quarter. The company has been&nbsp;losing ground&nbsp;to NVIDIA since the latter launched theRTX 30 series cardstoward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs weremaking a nice dentin NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.</p><p><blockquote>另一方面，AMD 又一个季度失去了市场份额。自英伟达在2020年底推出TX 30系列卡以来，该公司一直在输给英伟达。在 RTX 30 系列显卡问世之前，AMD 正处于复兴模式——其 Navi GPU 正在与一年前 NVIDIA 显卡霸主地位相媲美。但现在情况已经不同了。</blockquote></p><p> Jon Peddie Research estimates that discrete GPU shipments shot up 24.4% year-over-year. The market generated $12.5 billion in revenue in Q1, a 370% spike over the prior-year period, thanks to a&nbsp;jump in the average selling prices&nbsp;(ASPs) triggered by huge demand and short supply. NVIDIA's massive market share means that it has won big from this spike, which is reflected in its Q1 performance.</p><p><blockquote>Jon Peddie Research 估计，独立 GPU 出货量同比增长 24.4%。由于巨大需求和供应短缺导致平均销售价格 (ASP) 飙升，该市场在第一季度创造了 125 亿美元的收入，比去年同期增长了 370%。英伟达巨大的市场份额意味着它从这次飙升中获益匪浅，这反映在其第一季度的业绩中。</blockquote></p><p> NVIDIA's gaming revenue more than doubled&nbsp;year-over-year in the first quarter of fiscal 2022 to $2.76 billion. AMD's computing and graphics segment, which also includes the sales of its Ryzen desktop and notebook processors, grew at a relatively slower pace of 46% year-over-year to $2.1 billion in Q1.</p><p><blockquote>2022 财年第一季度，英伟达的游戏收入同比增长一倍多，达到 27.6 亿美元。AMD 的计算和图形部门（还包括 Ryzen 台式机和笔记本电脑处理器的销售）在第一季度以相对较慢的速度同比增长 46%，达到 21 亿美元。</blockquote></p><p> Jon Peddie Research estimates that the discrete GPU market could be worth $54 billion by 2025, compared to $23.6 billion last year. NVIDIA's dominant position should allow it to corner a substantial portion of that pie in the future, especially considering its moves to strengthen its position.</p><p><blockquote>Jon Peddie Research 估计，到 2025 年，独立 GPU 市场价值可能达到 540 亿美元，而去年为 236 亿美元。英伟达的主导地位应该使其能够在未来占据很大一部分份额，特别是考虑到其加强自身地位的举措。</blockquote></p><p> <b>AMD's resistance may not be enough</b></p><p><blockquote><b>AMD的阻力可能还不够</b></blockquote></p><p> AMD has been trying to put up a fight against NVIDIA, and it did show some progress last quarter, registering a quarter-over-quarter market share gain of one percentage point. However, AMD is now looking to raise its game with a new technology, the FidelityFX Super Resolution (FSR). This will compete with NVIDIA's deep learning super sampling (DLSS) image upscaling technology, which helps games look better and run smoother.</p><p><blockquote>AMD一直在试图与英伟达抗衡，上季度确实取得了一些进展，市场份额环比增长了一个百分点。然而，AMD现在正在寻求通过一项新技术FidelityFX超级分辨率（FSR）来提升其游戏。这将与英伟达的深度学习超级采样（DLSS）图像放大技术竞争，该技术有助于游戏看起来更好，运行更流畅。</blockquote></p><p> AMD's internal tests claim that its new tech can help games run at 59% higher frame rates on ultra-quality settings. The chipmaker also claims that FSR could increase gaming performance by 2.5 times in certain titles using the performance setting. In addition, AMD says that FSR supports a wide range of hardware that includes more than 100 processors and graphics cards thanks to its open-source nature.</p><p><blockquote>AMD的内部测试声称，其新技术可以帮助游戏在超高质量设置下以59%的帧速率运行。该芯片制造商还声称，使用性能设置，FSR可以将某些游戏的游戏性能提高2.5倍。此外，AMD表示，由于其开源性质，FSR支持广泛的硬件，包括100多个处理器和显卡。</blockquote></p><p> FSR will launch on June 22, and it could give AMD a nice boost in the GPU market. However, only time will tell if the new technology will translate into sales for AMD, given that its rival's DLSS tech is already in its second&nbsp;generation.</p><p><blockquote>FSR将于6月22日推出，它可能会给AMD在GPU市场带来一个很好的推动。然而，只有时间才能证明这项新技术是否会转化为 AMD 的销售，因为其竞争对手的 DLSS 技术已经进入第二代。</blockquote></p><p> However, it is worth noting that NVIDIA is trying to cover as much of the GPU market as possible with new launches. The company recently released the RTX 3080 Ti and the RTX 3070 Ti GPUs, priced at $1,199 and $599, respectively. NVIDIA is giving users of older graphics cards a solid reason to upgrade with these cards. It claims that the RTX 3080 Ti is twice as fast as the older GTX 1080 Ti, while the RTX 3070 Ti delivers 1.5x the performance of the RTX 2070 Super.</p><p><blockquote>然而，值得注意的是，英伟达正试图通过新的发布来覆盖尽可能多的GPU市场。该公司最近发布了RTX 3080 Ti和RTX 3070 Ti GPU，售价分别为1199美元和599美元。NVIDIA为旧显卡的用户提供了升级这些显卡的充分理由。它声称RTX 3080 Ti的速度是旧的GTX 1080 Ti的两倍，而RTX 3070 Ti的性能是RTX 2070 Super的1.5倍。</blockquote></p><p></p><p> NVIDIA is also&nbsp;stepping up its game&nbsp;in the laptop market with the launch of entry-level graphics cards. The company now offers more than 140 laptop models powered by the RTX 30 cards across a wide range of prices. This puts NVIDIA in a solid position in the fast-growing gaming laptop market, which is expected to hit $15.6 billion in revenue by 2027, compared to $9 billion in 2019.</p><p><blockquote>随着入门级显卡的推出，英伟达也在加强其在笔记本电脑市场的博弈。该公司现在提供140多种由RTX 30卡驱动的笔记本电脑型号，价格范围广泛。这使得英伟达在快速增长的游戏笔记本电脑市场占据了稳固的地位，预计到2027年，该市场的收入将达到156亿美元，而2019年为90亿美元。</blockquote></p><p> All of this indicates that NVIDIA's gaming business could sustain its terrific levels of growth for a long time to come, especially considering that a huge chunk of gamers have&nbsp;yet to upgrade&nbsp;to its latest cards.</p><p><blockquote>所有这些都表明，英伟达的游戏业务可以在未来很长一段时间内保持其惊人的增长水平，特别是考虑到大量游戏玩家尚未升级到其最新显卡。</blockquote></p><p> Meanwhile, the growth of AMD's gaming business is nowhere close to NVIDIA's, and the situation is unlikely to change given the latter's supremacy in this space. That's why investors looking to take advantage of the booming market for discrete graphics cards and add a&nbsp;top growth stock&nbsp;to their portfolios should choose NVIDIA. Gaming is its largest source of revenue, and this business could stay red-hot for a long time.</p><p><blockquote>与此同时，AMD游戏业务的增长远不及英伟达，鉴于后者在这一领域的霸主地位，这种情况不太可能改变。这就是为什么希望利用独立显卡蓬勃发展的市场并将一只顶级增长股票添加到其投资组合中的投资者应该选择 NVIDIA。游戏是其最大的收入来源，这项业务可能会在很长一段时间内保持火爆。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>1 Big Reason to Dump AMD and Buy NVIDIA<blockquote>抛售 AMD 并购买 NVIDIA 的一大理由</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\">\n1 Big Reason to Dump AMD and Buy NVIDIA<blockquote>抛售 AMD 并购买 NVIDIA 的一大理由</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-06-18 09:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>NVIDIA</b>&nbsp;(NASDAQ:NVDA)&nbsp;has been ruling the roost in the discrete graphics processing unit (GPU) market, despite the best efforts of&nbsp;<b>Advanced Micro Devices</b>(NASDAQ:AMD)&nbsp;to gain share in this highly lucrative space. And NVIDIA is showing no signs of losing its grip over the graphics card market, according to the latest market share numbers provided&nbsp;by Jon Peddie Research.</p><p><blockquote><b>英伟达</b>（纳斯达克股票代码：NVDA）尽管做出了最大努力，但仍在独立图形处理单元 (GPU) 市场占据主导地位<b>先进微器件</b>（纳斯达克股票代码：AMD）将在这个利润丰厚的领域获得份额。根据 Jon Peddie Research 提供的最新市场份额数据，NVIDIA 没有表现出失去对显卡市场控制的迹象。</blockquote></p><p> Let's see why that bodes well for NVIDIA, and makes it a better bet than arch-rival AMD.</p><p><blockquote>让我们看看为什么这对 NVIDIA 来说是个好兆头，并使其成为比主要竞争对手 AMD 更好的选择。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94007897775e469423cc8a3d1e55440d\" tg-width=\"700\" tg-height=\"393\"><span>IMAGE SOURCE: GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社</span></p></blockquote></p><p> <b>NVIDIA stamps its authority on graphics cards once again</b></p><p><blockquote><b>NVIDIA 再次证明其在显卡领域的权威</b></blockquote></p><p> NVIDIA&nbsp;finished 2020 with&nbsp;82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase&nbsp;over the year-ago period's market share of 75%.</p><p><blockquote>英伟达在2020年结束时控制了82%的独立显卡市场，而AMD占据了其余部分。该公司令人印象深刻的势头已经蔓延到 2021 年，在第一季度占据了 81% 的市场份额。与去年同期 75% 的市场份额相比，这是一个不错的增长。</blockquote></p><p> AMD, on the other hand, lost market share for yet another quarter. The company has been&nbsp;losing ground&nbsp;to NVIDIA since the latter launched the&nbsp;RTX 30 series cards&nbsp;toward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs were&nbsp;making a nice dent&nbsp;in NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.</p><p><blockquote>另一方面，AMD 又一个季度失去了市场份额。自英伟达在2020年底推出RTX 30系列显卡以来，该公司一直在输给英伟达。在RTX 30系列卡到来之前，AMD正处于复兴模式——一年前，它的Navi GPU在英伟达的显卡霸主地位上取得了良好的进展。但现在情况已经不同了。</blockquote></p><p> <b>NVIDIA stamps its authority on graphics cards once again</b></p><p><blockquote><b>NVIDIA 再次证明其在显卡领域的权威</b></blockquote></p><p> NVIDIAfinished 2020 with82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase&nbsp;over the year-ago period's market share of 75%.</p><p><blockquote>英伟达在2020年控制了82%的独立显卡市场，而AMD占据了其余的份额。该公司令人印象深刻的势头已经蔓延到 2021 年，在第一季度占据了 81% 的市场份额。与去年同期 75% 的市场份额相比，这是一个不错的增长。</blockquote></p><p> AMD, on the other hand, lost market share for yet another quarter. The company has been&nbsp;losing ground&nbsp;to NVIDIA since the latter launched theRTX 30 series cardstoward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs weremaking a nice dentin NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.</p><p><blockquote>另一方面，AMD 又一个季度失去了市场份额。自英伟达在2020年底推出TX 30系列卡以来，该公司一直在输给英伟达。在 RTX 30 系列显卡问世之前，AMD 正处于复兴模式——其 Navi GPU 正在与一年前 NVIDIA 显卡霸主地位相媲美。但现在情况已经不同了。</blockquote></p><p> Jon Peddie Research estimates that discrete GPU shipments shot up 24.4% year-over-year. The market generated $12.5 billion in revenue in Q1, a 370% spike over the prior-year period, thanks to a&nbsp;jump in the average selling prices&nbsp;(ASPs) triggered by huge demand and short supply. NVIDIA's massive market share means that it has won big from this spike, which is reflected in its Q1 performance.</p><p><blockquote>Jon Peddie Research 估计，独立 GPU 出货量同比增长 24.4%。由于巨大需求和供应短缺导致平均销售价格 (ASP) 飙升，该市场在第一季度创造了 125 亿美元的收入，比去年同期增长了 370%。英伟达巨大的市场份额意味着它从这次飙升中获益匪浅，这反映在其第一季度的业绩中。</blockquote></p><p> NVIDIA's gaming revenue more than doubled&nbsp;year-over-year in the first quarter of fiscal 2022 to $2.76 billion. AMD's computing and graphics segment, which also includes the sales of its Ryzen desktop and notebook processors, grew at a relatively slower pace of 46% year-over-year to $2.1 billion in Q1.</p><p><blockquote>2022 财年第一季度，英伟达的游戏收入同比增长一倍多，达到 27.6 亿美元。AMD 的计算和图形部门（还包括 Ryzen 台式机和笔记本电脑处理器的销售）在第一季度以相对较慢的速度同比增长 46%，达到 21 亿美元。</blockquote></p><p> Jon Peddie Research estimates that the discrete GPU market could be worth $54 billion by 2025, compared to $23.6 billion last year. NVIDIA's dominant position should allow it to corner a substantial portion of that pie in the future, especially considering its moves to strengthen its position.</p><p><blockquote>Jon Peddie Research 估计，到 2025 年，独立 GPU 市场价值可能达到 540 亿美元，而去年为 236 亿美元。英伟达的主导地位应该使其能够在未来占据很大一部分份额，特别是考虑到其加强自身地位的举措。</blockquote></p><p> <b>AMD's resistance may not be enough</b></p><p><blockquote><b>AMD的阻力可能还不够</b></blockquote></p><p> AMD has been trying to put up a fight against NVIDIA, and it did show some progress last quarter, registering a quarter-over-quarter market share gain of one percentage point. However, AMD is now looking to raise its game with a new technology, the FidelityFX Super Resolution (FSR). This will compete with NVIDIA's deep learning super sampling (DLSS) image upscaling technology, which helps games look better and run smoother.</p><p><blockquote>AMD一直在试图与英伟达抗衡，上季度确实取得了一些进展，市场份额环比增长了一个百分点。然而，AMD现在正在寻求通过一项新技术FidelityFX超级分辨率（FSR）来提升其游戏。这将与英伟达的深度学习超级采样（DLSS）图像放大技术竞争，该技术有助于游戏看起来更好，运行更流畅。</blockquote></p><p> AMD's internal tests claim that its new tech can help games run at 59% higher frame rates on ultra-quality settings. The chipmaker also claims that FSR could increase gaming performance by 2.5 times in certain titles using the performance setting. In addition, AMD says that FSR supports a wide range of hardware that includes more than 100 processors and graphics cards thanks to its open-source nature.</p><p><blockquote>AMD的内部测试声称，其新技术可以帮助游戏在超高质量设置下以59%的帧速率运行。该芯片制造商还声称，使用性能设置，FSR可以将某些游戏的游戏性能提高2.5倍。此外，AMD表示，由于其开源性质，FSR支持广泛的硬件，包括100多个处理器和显卡。</blockquote></p><p> FSR will launch on June 22, and it could give AMD a nice boost in the GPU market. However, only time will tell if the new technology will translate into sales for AMD, given that its rival's DLSS tech is already in its second&nbsp;generation.</p><p><blockquote>FSR将于6月22日推出，它可能会给AMD在GPU市场带来一个很好的推动。然而，只有时间才能证明这项新技术是否会转化为 AMD 的销售，因为其竞争对手的 DLSS 技术已经进入第二代。</blockquote></p><p> However, it is worth noting that NVIDIA is trying to cover as much of the GPU market as possible with new launches. The company recently released the RTX 3080 Ti and the RTX 3070 Ti GPUs, priced at $1,199 and $599, respectively. NVIDIA is giving users of older graphics cards a solid reason to upgrade with these cards. It claims that the RTX 3080 Ti is twice as fast as the older GTX 1080 Ti, while the RTX 3070 Ti delivers 1.5x the performance of the RTX 2070 Super.</p><p><blockquote>然而，值得注意的是，英伟达正试图通过新的发布来覆盖尽可能多的GPU市场。该公司最近发布了RTX 3080 Ti和RTX 3070 Ti GPU，售价分别为1199美元和599美元。NVIDIA为旧显卡的用户提供了升级这些显卡的充分理由。它声称RTX 3080 Ti的速度是旧的GTX 1080 Ti的两倍，而RTX 3070 Ti的性能是RTX 2070 Super的1.5倍。</blockquote></p><p></p><p> NVIDIA is also&nbsp;stepping up its game&nbsp;in the laptop market with the launch of entry-level graphics cards. The company now offers more than 140 laptop models powered by the RTX 30 cards across a wide range of prices. This puts NVIDIA in a solid position in the fast-growing gaming laptop market, which is expected to hit $15.6 billion in revenue by 2027, compared to $9 billion in 2019.</p><p><blockquote>随着入门级显卡的推出，英伟达也在加强其在笔记本电脑市场的博弈。该公司现在提供140多种由RTX 30卡驱动的笔记本电脑型号，价格范围广泛。这使得英伟达在快速增长的游戏笔记本电脑市场占据了稳固的地位，预计到2027年，该市场的收入将达到156亿美元，而2019年为90亿美元。</blockquote></p><p> All of this indicates that NVIDIA's gaming business could sustain its terrific levels of growth for a long time to come, especially considering that a huge chunk of gamers have&nbsp;yet to upgrade&nbsp;to its latest cards.</p><p><blockquote>所有这些都表明，英伟达的游戏业务可以在未来很长一段时间内保持其惊人的增长水平，特别是考虑到大量游戏玩家尚未升级到其最新显卡。</blockquote></p><p> Meanwhile, the growth of AMD's gaming business is nowhere close to NVIDIA's, and the situation is unlikely to change given the latter's supremacy in this space. That's why investors looking to take advantage of the booming market for discrete graphics cards and add a&nbsp;top growth stock&nbsp;to their portfolios should choose NVIDIA. Gaming is its largest source of revenue, and this business could stay red-hot for a long time.</p><p><blockquote>与此同时，AMD游戏业务的增长远不及英伟达，鉴于后者在这一领域的霸主地位，这种情况不太可能改变。这就是为什么希望利用独立显卡蓬勃发展的市场并将一只顶级增长股票添加到其投资组合中的投资者应该选择 NVIDIA。游戏是其最大的收入来源，这项业务可能会在很长一段时间内保持火爆。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/06/17/1-big-reason-to-dump-amd-and-buy-nvidia/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/06/17/1-big-reason-to-dump-amd-and-buy-nvidia/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197160756","content_text":"NVIDIA (NASDAQ:NVDA) has been ruling the roost in the discrete graphics processing unit (GPU) market, despite the best efforts of Advanced Micro Devices(NASDAQ:AMD) to gain share in this highly lucrative space. And NVIDIA is showing no signs of losing its grip over the graphics card market, according to the latest market share numbers provided by Jon Peddie Research.\nLet's see why that bodes well for NVIDIA, and makes it a better bet than arch-rival AMD.\nIMAGE SOURCE: GETTY IMAGES\nNVIDIA stamps its authority on graphics cards once again\nNVIDIA finished 2020 with 82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase over the year-ago period's market share of 75%.\nAMD, on the other hand, lost market share for yet another quarter. The company has been losing ground to NVIDIA since the latter launched the RTX 30 series cards toward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs were making a nice dent in NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.\nNVIDIA stamps its authority on graphics cards once again\nNVIDIAfinished 2020 with82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase over the year-ago period's market share of 75%.\nAMD, on the other hand, lost market share for yet another quarter. The company has been losing ground to NVIDIA since the latter launched theRTX 30 series cardstoward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs weremaking a nice dentin NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.\nJon Peddie Research estimates that discrete GPU shipments shot up 24.4% year-over-year. The market generated $12.5 billion in revenue in Q1, a 370% spike over the prior-year period, thanks to a jump in the average selling prices (ASPs) triggered by huge demand and short supply. NVIDIA's massive market share means that it has won big from this spike, which is reflected in its Q1 performance.\nNVIDIA's gaming revenue more than doubled year-over-year in the first quarter of fiscal 2022 to $2.76 billion. AMD's computing and graphics segment, which also includes the sales of its Ryzen desktop and notebook processors, grew at a relatively slower pace of 46% year-over-year to $2.1 billion in Q1.\nJon Peddie Research estimates that the discrete GPU market could be worth $54 billion by 2025, compared to $23.6 billion last year. NVIDIA's dominant position should allow it to corner a substantial portion of that pie in the future, especially considering its moves to strengthen its position.\nAMD's resistance may not be enough\nAMD has been trying to put up a fight against NVIDIA, and it did show some progress last quarter, registering a quarter-over-quarter market share gain of one percentage point. However, AMD is now looking to raise its game with a new technology, the FidelityFX Super Resolution (FSR). This will compete with NVIDIA's deep learning super sampling (DLSS) image upscaling technology, which helps games look better and run smoother.\nAMD's internal tests claim that its new tech can help games run at 59% higher frame rates on ultra-quality settings. The chipmaker also claims that FSR could increase gaming performance by 2.5 times in certain titles using the performance setting. In addition, AMD says that FSR supports a wide range of hardware that includes more than 100 processors and graphics cards thanks to its open-source nature.\nFSR will launch on June 22, and it could give AMD a nice boost in the GPU market. However, only time will tell if the new technology will translate into sales for AMD, given that its rival's DLSS tech is already in its second generation.\nHowever, it is worth noting that NVIDIA is trying to cover as much of the GPU market as possible with new launches. The company recently released the RTX 3080 Ti and the RTX 3070 Ti GPUs, priced at $1,199 and $599, respectively. NVIDIA is giving users of older graphics cards a solid reason to upgrade with these cards. It claims that the RTX 3080 Ti is twice as fast as the older GTX 1080 Ti, while the RTX 3070 Ti delivers 1.5x the performance of the RTX 2070 Super.\nNVIDIA is also stepping up its game in the laptop market with the launch of entry-level graphics cards. The company now offers more than 140 laptop models powered by the RTX 30 cards across a wide range of prices. This puts NVIDIA in a solid position in the fast-growing gaming laptop market, which is expected to hit $15.6 billion in revenue by 2027, compared to $9 billion in 2019.\nAll of this indicates that NVIDIA's gaming business could sustain its terrific levels of growth for a long time to come, especially considering that a huge chunk of gamers have yet to upgrade to its latest cards.\nMeanwhile, the growth of AMD's gaming business is nowhere close to NVIDIA's, and the situation is unlikely to change given the latter's supremacy in this space. That's why investors looking to take advantage of the booming market for discrete graphics cards and add a top growth stock to their portfolios should choose NVIDIA. 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