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Mando88
2021-12-29
$Vanguard S&P 500 ETF(VOO)$
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Mando88
2021-12-23
$Taiwan Semiconductor Manufacturing(TSM)$
When will this stock recover back to its all time high if it is making money?
Mando88
2021-12-14
$Vanguard S&P 500 ETF(VOO)$
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Mando88
2021-12-13
$Alphabet(GOOG)$
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Mando88
2021-12-10
$Vanguard S&P 500 ETF(VOO)$
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Mando88
2021-12-09
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Mando88
2021-12-08
$MSFT 20220121 305.0 PUT$
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Mando88
2021-12-07
$Vanguard S&P 500 ETF(VOO)$
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Mando88
2021-12-06
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Mando88
2021-12-05
$Alphabet(GOOG)$
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Mando88
2021-12-04
$Microsoft(MSFT)$
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Mando88
2021-11-29
$MSFT 20220121 305.0 PUT(MSFT)$
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Mando88
2021-11-25
$MSFT 20220121 305.0 PUT(MSFT)$
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Mando88
2021-11-24
$Microsoft(MSFT)$
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2021-11-22
$Alphabet(GOOG)$
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Mando88
2021-11-20
$Alphabet(GOOG)$
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Mando88
2021-11-18
$MSFT 20220121 305.0 PUT(MSFT)$
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Mando88
2021-11-12
$Home Depot(HD)$
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Mando88
2021-11-12
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2021-11-11
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[Bless]","images":[{"img":"https://static.tigerbbs.com/2d81ce04d670b90e9b77bdb455deb23a","width":"1600","height":"2640"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604499829","isVote":1,"tweetType":1,"viewCount":2726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":604332545,"gmtCreate":1639347050855,"gmtModify":1639347100890,"author":{"id":"3581061044456313","authorId":"3581061044456313","name":"Mando88","avatar":"https://static.tigerbbs.com/f135e12e9726aa04a56e19e7f1991436","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581061044456313","authorIdStr":"3581061044456313"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$Alphabet(GOOG)$</a>[Bless] [Bless] ","listText":"<a href=\"https://laohu8.com/S/GOOG\">$Alphabet(GOOG)$</a>[Bless] [Bless] ","text":"$Alphabet(GOOG)$[Bless] [Bless]","images":[{"img":"https://static.tigerbbs.com/0490ceb489804be4c5bcc938cbe30091","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604332545","isVote":1,"tweetType":1,"viewCount":3231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":605009533,"gmtCreate":1639089257924,"gmtModify":1639089258250,"author":{"id":"3581061044456313","authorId":"3581061044456313","name":"Mando88","avatar":"https://static.tigerbbs.com/f135e12e9726aa04a56e19e7f1991436","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581061044456313","authorIdStr":"3581061044456313"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VOO\">$Vanguard S&P 500 ETF(VOO)$</a>[Bless] [Bless] ","listText":"<a href=\"https://laohu8.com/S/VOO\">$Vanguard S&P 500 ETF(VOO)$</a>[Bless] [Bless] ","text":"$Vanguard S&P 500 ETF(VOO)$[Bless] [Bless]","images":[{"img":"https://static.tigerbbs.com/1e79725f2a12902c34916fe27ce7270b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605009533","isVote":1,"tweetType":1,"viewCount":2135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":602153712,"gmtCreate":1638998160242,"gmtModify":1638998245739,"author":{"id":"3581061044456313","authorId":"3581061044456313","name":"Mando88","avatar":"https://static.tigerbbs.com/f135e12e9726aa04a56e19e7f1991436","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581061044456313","authorIdStr":"3581061044456313"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VOO\">$Vanguard S&P 500 ETF(VOO)$</a>[Bless] [Bless] ","listText":"<a href=\"https://laohu8.com/S/VOO\">$Vanguard S&P 500 ETF(VOO)$</a>[Bless] [Bless] ","text":"$Vanguard S&P 500 ETF(VOO)$[Bless] [Bless]","images":[{"img":"https://static.tigerbbs.com/ab6b603ce45b0d1f28906ebf86bcdb54","width":"1600","height":"2844"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602153712","isVote":1,"tweetType":1,"viewCount":3322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":606578555,"gmtCreate":1638914114423,"gmtModify":1638914255965,"author":{"id":"3581061044456313","authorId":"3581061044456313","name":"Mando88","avatar":"https://static.tigerbbs.com/f135e12e9726aa04a56e19e7f1991436","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581061044456313","authorIdStr":"3581061044456313"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/MSFT 20220121 305.0 PUT\">$MSFT 20220121 305.0 PUT$ </a>[Bless] [Bless] ","listText":"<a href=\"https://laohu8.com/OPT/MSFT 20220121 305.0 PUT\">$MSFT 20220121 305.0 PUT$ </a>[Bless] [Bless] ","text":"$MSFT 20220121 305.0 PUT$ [Bless] [Bless]","images":[{"img":"https://static.tigerbbs.com/72f051d341da8fa8a34e28f95cf6bcde","width":"1600","height":"2844"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606578555","isVote":1,"tweetType":1,"viewCount":2422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":606306828,"gmtCreate":1638831926023,"gmtModify":1638831926385,"author":{"id":"3581061044456313","authorId":"3581061044456313","name":"Mando88","avatar":"https://static.tigerbbs.com/f135e12e9726aa04a56e19e7f1991436","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581061044456313","authorIdStr":"3581061044456313"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VOO\">$Vanguard S&P 500 ETF(VOO)$</a>[保佑] [保佑] ","listText":"<a href=\"https://laohu8.com/S/VOO\">$Vanguard S&P 500 ETF(VOO)$</a>[保佑] [保佑] ","text":"$Vanguard S&P 500 ETF(VOO)$[保佑] [保佑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606306828","isVote":1,"tweetType":1,"viewCount":2191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608290374,"gmtCreate":1638745473210,"gmtModify":1638745473389,"author":{"id":"3581061044456313","authorId":"3581061044456313","name":"Mando88","avatar":"https://static.tigerbbs.com/f135e12e9726aa04a56e19e7f1991436","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581061044456313","authorIdStr":"3581061044456313"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VOO\">$Vanguard S&P 500 ETF(VOO)$</a>[保佑] [保佑] ","listText":"<a href=\"https://laohu8.com/S/VOO\">$Vanguard S&P 500 ETF(VOO)$</a>[保佑] [保佑] ","text":"$Vanguard S&P 500 ETF(VOO)$[保佑] [保佑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608290374","isVote":1,"tweetType":1,"viewCount":2673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608118655,"gmtCreate":1638664465993,"gmtModify":1638664466192,"author":{"id":"3581061044456313","authorId":"3581061044456313","name":"Mando88","avatar":"https://static.tigerbbs.com/f135e12e9726aa04a56e19e7f1991436","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581061044456313","authorIdStr":"3581061044456313"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$Alphabet(GOOG)$</a>[保佑] [保佑] ","listText":"<a href=\"https://laohu8.com/S/GOOG\">$Alphabet(GOOG)$</a>[保佑] [保佑] ","text":"$Alphabet(GOOG)$[保佑] [保佑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608118655","isVote":1,"tweetType":1,"viewCount":2507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601771275,"gmtCreate":1638576942506,"gmtModify":1638576942681,"author":{"id":"3581061044456313","authorId":"3581061044456313","name":"Mando88","avatar":"https://static.tigerbbs.com/f135e12e9726aa04a56e19e7f1991436","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581061044456313","authorIdStr":"3581061044456313"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>[保佑] [保佑] ","listText":"<a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>[保佑] [保佑] ","text":"$Microsoft(MSFT)$[保佑] [保佑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/601771275","isVote":1,"tweetType":1,"viewCount":1127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600886652,"gmtCreate":1638135924109,"gmtModify":1638135924285,"author":{"id":"3581061044456313","authorId":"3581061044456313","name":"Mando88","avatar":"https://static.tigerbbs.com/f135e12e9726aa04a56e19e7f1991436","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581061044456313","authorIdStr":"3581061044456313"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$MSFT 20220121 305.0 PUT(MSFT)$</a>[保佑] [保佑] ","listText":"<a href=\"https://laohu8.com/S/MSFT\">$MSFT 20220121 305.0 PUT(MSFT)$</a>[保佑] [保佑] ","text":"$MSFT 20220121 305.0 PUT(MSFT)$[保佑] 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[保佑]","images":[{"img":"https://static.tigerbbs.com/0fc7674f690dcf6330eca29a9dbac3a3","width":"1600","height":"2673"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879039128","isVote":1,"tweetType":1,"viewCount":744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":879097899,"gmtCreate":1636668375204,"gmtModify":1636668375779,"author":{"id":"3581061044456313","authorId":"3581061044456313","name":"Mando88","avatar":"https://static.tigerbbs.com/f135e12e9726aa04a56e19e7f1991436","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581061044456313","authorIdStr":"3581061044456313"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VOO\">$Vanguard S&P 500 ETF(VOO)$</a>[保佑] [保佑] ","listText":"<a href=\"https://laohu8.com/S/VOO\">$Vanguard S&P 500 ETF(VOO)$</a>[保佑] [保佑] ","text":"$Vanguard S&P 500 ETF(VOO)$[保佑] [保佑]","images":[{"img":"https://static.tigerbbs.com/2507362a2d8559e516f2ff7d75c5615b","width":"1600","height":"2844"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879097899","isVote":1,"tweetType":1,"viewCount":893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":870987171,"gmtCreate":1636579716680,"gmtModify":1636579716842,"author":{"id":"3581061044456313","authorId":"3581061044456313","name":"Mando88","avatar":"https://static.tigerbbs.com/f135e12e9726aa04a56e19e7f1991436","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581061044456313","authorIdStr":"3581061044456313"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GS\">$Goldman Sachs(GS)$</a>[保佑] [保佑] ","listText":"<a href=\"https://laohu8.com/S/GS\">$Goldman Sachs(GS)$</a>[保佑] [保佑] ","text":"$Goldman Sachs(GS)$[保佑] [保佑]","images":[{"img":"https://static.tigerbbs.com/dcb86cd2efa0e0c0493d52eec5e8bd9f","width":"1600","height":"2993"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870987171","isVote":1,"tweetType":1,"viewCount":653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":106041236,"gmtCreate":1620080901125,"gmtModify":1634208085820,"author":{"id":"3581061044456313","authorId":"3581061044456313","name":"Mando88","avatar":"https://static.tigerbbs.com/f135e12e9726aa04a56e19e7f1991436","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581061044456313","idStr":"3581061044456313"},"themes":[],"htmlText":"Go Li Auto!","listText":"Go Li Auto!","text":"Go Li Auto!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/106041236","repostId":"1111515416","repostType":4,"repost":{"id":"1111515416","kind":"news","pubTimestamp":1620053095,"share":"https://www.laohu8.com/m/news/1111515416?lang=zh_CN&edition=full","pubTime":"2021-05-03 22:44","market":"us","language":"en","title":"Li Auto Bumped Up April Deliveries. What That Bigger Number Means for Investors<blockquote>理想汽车增加了4月份的交付量。更大的数字对投资者意味着什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1111515416","media":"Barron's","summary":"Chinese electric vehicle maker Li Auto had an OK number of deliveries for April—good enough for righ","content":"<p>Chinese electric vehicle maker Li Auto had an OK number of deliveries for April—good enough for right now—but not good enough for the long haul. And that’s why investors are skittish about production levels as the global chip shortage drags on.</p><p><blockquote>中国电动汽车制造商理想汽车4月份的交付量还不错——目前来说已经足够好了——但从长远来看还不够好。这就是为什么随着全球芯片短缺的持续,投资者对生产水平感到不安。</blockquote></p><p> Li Auto (ticker: LI) delivered 5,539 Li ONE SUVs last month, up about 111% year over year. But the year-over-year increase doesn’t matter that much because Li, along with its Chinese EVs peers, is a high-growth company. What’s a bigger deal are the month-to -month sequential changes.</p><p><blockquote>理想汽车(股票代码:LI)上个月交付了5,539辆Li One SUV,同比增长约111%。但同比增长并不那么重要,因为理想汽车及其中国电动汽车同行都是一家高增长公司。更重要的是逐月的连续变化。</blockquote></p><p> Li delivered 4,900 ONE SUVs in March, so more autos did come off the assembly line in April, The company’s best delivery month was December, when more than 6,100 vehicles went out the door.</p><p><blockquote>理想汽车在3月份交付了4,900辆ONE SUV,因此4月份确实有更多汽车下线,该公司最好的交付月份是12月份,当时有超过6,100辆汽车下线。</blockquote></p><p> The company’s stock hit its 2021 peak—$37.65— in mid-January, a few weeks after the December figure came out. Shares were up almost 2%, to roughly $20, in early trading Monday.</p><p><blockquote>该公司股价在1月中旬触及2021年峰值——37.65美元,即12月数据公布几周后。周一早盘交易中,股价上涨近2%,至约20美元。</blockquote></p><p> This year has been a tough one, so far, Li stockholders. Shares are down roughly 30% year to date. Higher interest rates, more EV competition in China as well as stagnating deliveries are all reasons for weaker investor sentiment.</p><p><blockquote>今年是艰难的一年,到目前为止,李的股东们。今年迄今为止,股价已下跌约30%。利率上升、中国电动汽车竞争加剧以及交付停滞都是投资者情绪疲软的原因。</blockquote></p><p> But deliveries across the industry are being tamped down by the semiconductor shortage. Last week, Ford Motor (F) estimated it will lose 50% of its planned second-quarter production because of a lack of chips. Ford expects to lose billions in 2021 operating profit because of having to slash deliveries.</p><p><blockquote>但由于半导体短缺,整个行业的交付量正在受到抑制。上周,福特汽车(F)估计,由于缺乏芯片,第二季度产量将损失50%。由于不得不削减交付量,福特预计2021年营业利润将损失数十亿美元。</blockquote></p><p> Like Li, deliveries are bobbing at rivals NIO (NIO) and XPeng (XPEV). All three Chinese EV makers reported their delivery numbers over the weekend.</p><p><blockquote>与李一样,竞争对手蔚来(蔚来)和小鹏汽车(XPEV)的交付量也在波动。所有三家中国电动汽车制造商都在周末公布了交付数据。</blockquote></p><p> And like Li stock, both NIO and XPeng shares are down year to date. They, too, were up Monday as investors digested the delivery data.</p><p><blockquote>与理想汽车的股票一样,蔚来和小鹏汽车的股价今年迄今均下跌。随着投资者消化交付数据,周一股价也上涨。</blockquote></p><p> Li investors will have a chance to hear more about the outlook for deliveries when Li reports first-quarter results later in May.</p><p><blockquote>当Li在5月晚些时候报告第一季度业绩时,Li投资者将有机会了解更多有关交付前景的信息。</blockquote></p><p></p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Li Auto Bumped Up April Deliveries. What That Bigger Number Means for Investors<blockquote>理想汽车增加了4月份的交付量。更大的数字对投资者意味着什么</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\">\nLi Auto Bumped Up April Deliveries. What That Bigger Number Means for Investors<blockquote>理想汽车增加了4月份的交付量。更大的数字对投资者意味着什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barron's</strong><span class=\"h-time small\">2021-05-03 22:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Chinese electric vehicle maker Li Auto had an OK number of deliveries for April—good enough for right now—but not good enough for the long haul. And that’s why investors are skittish about production levels as the global chip shortage drags on.</p><p><blockquote>中国电动汽车制造商理想汽车4月份的交付量还不错——目前来说已经足够好了——但从长远来看还不够好。这就是为什么随着全球芯片短缺的持续,投资者对生产水平感到不安。</blockquote></p><p> Li Auto (ticker: LI) delivered 5,539 Li ONE SUVs last month, up about 111% year over year. But the year-over-year increase doesn’t matter that much because Li, along with its Chinese EVs peers, is a high-growth company. What’s a bigger deal are the month-to -month sequential changes.</p><p><blockquote>理想汽车(股票代码:LI)上个月交付了5,539辆Li One SUV,同比增长约111%。但同比增长并不那么重要,因为理想汽车及其中国电动汽车同行都是一家高增长公司。更重要的是逐月的连续变化。</blockquote></p><p> Li delivered 4,900 ONE SUVs in March, so more autos did come off the assembly line in April, The company’s best delivery month was December, when more than 6,100 vehicles went out the door.</p><p><blockquote>理想汽车在3月份交付了4,900辆ONE SUV,因此4月份确实有更多汽车下线,该公司最好的交付月份是12月份,当时有超过6,100辆汽车下线。</blockquote></p><p> The company’s stock hit its 2021 peak—$37.65— in mid-January, a few weeks after the December figure came out. Shares were up almost 2%, to roughly $20, in early trading Monday.</p><p><blockquote>该公司股价在1月中旬触及2021年峰值——37.65美元,即12月数据公布几周后。周一早盘交易中,股价上涨近2%,至约20美元。</blockquote></p><p> This year has been a tough one, so far, Li stockholders. Shares are down roughly 30% year to date. Higher interest rates, more EV competition in China as well as stagnating deliveries are all reasons for weaker investor sentiment.</p><p><blockquote>今年是艰难的一年,到目前为止,李的股东们。今年迄今为止,股价已下跌约30%。利率上升、中国电动汽车竞争加剧以及交付停滞都是投资者情绪疲软的原因。</blockquote></p><p> But deliveries across the industry are being tamped down by the semiconductor shortage. Last week, Ford Motor (F) estimated it will lose 50% of its planned second-quarter production because of a lack of chips. Ford expects to lose billions in 2021 operating profit because of having to slash deliveries.</p><p><blockquote>但由于半导体短缺,整个行业的交付量正在受到抑制。上周,福特汽车(F)估计,由于缺乏芯片,第二季度产量将损失50%。由于不得不削减交付量,福特预计2021年营业利润将损失数十亿美元。</blockquote></p><p> Like Li, deliveries are bobbing at rivals NIO (NIO) and XPeng (XPEV). All three Chinese EV makers reported their delivery numbers over the weekend.</p><p><blockquote>与李一样,竞争对手蔚来(蔚来)和小鹏汽车(XPEV)的交付量也在波动。所有三家中国电动汽车制造商都在周末公布了交付数据。</blockquote></p><p> And like Li stock, both NIO and XPeng shares are down year to date. They, too, were up Monday as investors digested the delivery data.</p><p><blockquote>与理想汽车的股票一样,蔚来和小鹏汽车的股价今年迄今均下跌。随着投资者消化交付数据,周一股价也上涨。</blockquote></p><p> Li investors will have a chance to hear more about the outlook for deliveries when Li reports first-quarter results later in May.</p><p><blockquote>当Li在5月晚些时候报告第一季度业绩时,Li投资者将有机会了解更多有关交付前景的信息。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/li-auto-bumped-up-april-deliveries-what-that-bigger-number-means-for-investors-51620052154?mod=hp_LATEST\">Barron's</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":{"LI":"理想汽车"},"source_url":"https://www.barrons.com/articles/li-auto-bumped-up-april-deliveries-what-that-bigger-number-means-for-investors-51620052154?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111515416","content_text":"Chinese electric vehicle maker Li Auto had an OK number of deliveries for April—good enough for right now—but not good enough for the long haul. And that’s why investors are skittish about production levels as the global chip shortage drags on.\nLi Auto (ticker: LI) delivered 5,539 Li ONE SUVs last month, up about 111% year over year. But the year-over-year increase doesn’t matter that much because Li, along with its Chinese EVs peers, is a high-growth company. What’s a bigger deal are the month-to -month sequential changes.\nLi delivered 4,900 ONE SUVs in March, so more autos did come off the assembly line in April, The company’s best delivery month was December, when more than 6,100 vehicles went out the door.\nThe company’s stock hit its 2021 peak—$37.65— in mid-January, a few weeks after the December figure came out. Shares were up almost 2%, to roughly $20, in early trading Monday.\nThis year has been a tough one, so far, Li stockholders. Shares are down roughly 30% year to date. Higher interest rates, more EV competition in China as well as stagnating deliveries are all reasons for weaker investor sentiment.\nBut deliveries across the industry are being tamped down by the semiconductor shortage. Last week, Ford Motor (F) estimated it will lose 50% of its planned second-quarter production because of a lack of chips. Ford expects to lose billions in 2021 operating profit because of having to slash deliveries.\nLike Li, deliveries are bobbing at rivals NIO (NIO) and XPeng (XPEV). All three Chinese EV makers reported their delivery numbers over the weekend.\nAnd like Li stock, both NIO and XPeng shares are down year to date. They, too, were up Monday as investors digested the delivery data.\nLi investors will have a chance to hear more about the outlook for deliveries when Li reports first-quarter results later in May.","news_type":1,"symbols_score_info":{"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":1052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":107261439,"gmtCreate":1620513551921,"gmtModify":1634198389090,"author":{"id":"3581061044456313","authorId":"3581061044456313","name":"Mando88","avatar":"https://static.tigerbbs.com/f135e12e9726aa04a56e19e7f1991436","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581061044456313","idStr":"3581061044456313"},"themes":[],"htmlText":"Cryptos prices, not just Dogecoin, are likely to be affected by Elon Musk appearance on SNL","listText":"Cryptos prices, not just Dogecoin, are likely to be affected by Elon Musk appearance on SNL","text":"Cryptos prices, not just Dogecoin, are likely to be affected by Elon Musk appearance on SNL","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/107261439","repostId":"1160802774","repostType":4,"repost":{"id":"1160802774","kind":"news","pubTimestamp":1620442206,"share":"https://www.laohu8.com/m/news/1160802774?lang=zh_CN&edition=full","pubTime":"2021-05-08 10:50","market":"other","language":"en","title":"Dogecoin price’s ‘make-or-break’ moment looms with Elon Musk set to host ‘Saturday Night Live’<blockquote>埃隆·马斯克将主持“周六夜现场”,狗狗币价格的“成败”时刻迫在眉睫</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160802774","media":"Marketwatch","summary":"Nikki Beesetti started investing in crypto back in 2017 and paid off her final semester at Purdue Un","content":"<p>Nikki Beesetti started investing in crypto back in 2017 and paid off her final semester at Purdue University with proceeds from the sale of a single bitcoin that she bought on a whim, which had surged to nearly $20,000.</p><p><blockquote>Nikki Beesetti早在2017年就开始投资加密货币,并用出售她心血来潮购买的一枚比特币的收益支付了她在普渡大学的最后一个学期的费用,该收益已飙升至近2万美元。</blockquote></p><p>Now, the product manager for a startup in New York is dabbling in dogecoin ,and sees this weekend as a possible make-or-break moment for the parody coin that has seen a stratospheric, nearly 13,000% rise in 2021.</p><p><blockquote>现在,纽约一家初创公司的产品经理正在涉足狗狗币,并认为本周末可能是这种模仿硬币的成败时刻,这种模仿硬币在2021年上涨了近13,000%。</blockquote></p><p>“This Saturday is going to be a total make-or-break for dogecoin,” Beesetti told MarketWatch in a phone interview.</p><p><blockquote>Beesetti在接受MarketWatch电话采访时表示:“本周六将是狗狗币成败的关键。”</blockquote></p><p>“If he can really get the messaging right, dogecoin can really take off…or it’s going to crash to wherever it’s going to crash to,” she said.</p><p><blockquote>“如果他真的能传达正确的信息,狗狗币就能真正起飞……否则它就会崩溃到任何它要崩溃的地方,”她说。</blockquote></p><p>The 25-year-old investor is one of a number of relatively young traders who are piling into speculative altcoins like dogecoin as the so-called joke asset mints millionaires and draws some concerns about a bubble forming in the nascent crypto complex.</p><p><blockquote>这位25岁的投资者是众多相对年轻的交易员之一,他们涌入狗狗币等投机性山寨币,因为这种所谓的笑话资产造就了百万富翁,并引起了一些人对新兴加密货币综合体中正在形成泡沫的担忧。</blockquote></p><p>Musk will host NBC’s late-night live television comedy sketch show, “Saturday Night Live,” this weekend and his coming appearance has already drawn cheers and jeers.</p><p><blockquote>马斯克将于本周末主持NBC深夜直播电视喜剧小品节目“周六夜现场”,他即将到来的亮相已经引起了欢呼和嘲笑。</blockquote></p><p>Musk has been one of the biggest cheerleaders for dogecoin and crypto broadly. The self-appointed “Technoking” of Tesla has been mostly using his massive social media following to pump up the price of doge, tweeting back on April 1 that he would use his SpaceX rockets to put a physical Doge coin on the literal moon, echoing the social media goal of taking the coin’s price “to the moon.”</p><p><blockquote>马斯克一直是狗狗币和加密货币最大的支持者之一。这位自封的特斯拉“技术之王”主要利用其庞大的社交媒体粉丝来抬高doge的价格,他于4月1日在推特上表示,他将使用SpaceX火箭将实体doge硬币放在真正的月球上,呼应了社交媒体将硬币价格“带到月球”的目标。</blockquote></p><p>Beesetti said that she first got involved in dogecoin — she also invests in technology stocks and exchange-traded funds — at the prompting of Musk’s social-media missives from last summer.</p><p><blockquote>比塞蒂表示,她第一次涉足狗狗币是在马斯克去年夏天社交媒体信件的推动下,她还投资科技股和交易所交易基金。</blockquote></p><p>She bought dogecoin when it was trading at 3/10ths of a penny and she kept dollar-cost averaging her position in the digital asset created in 2013 even as it hit around 1 cent last August.</p><p><blockquote>她在狗狗币的交易价格为3/10美分时买入了它,尽管去年8月它达到了1美分左右,但她仍保持了她在2013年创建的数字资产中的美元成本平均头寸。</blockquote></p><p>Musk has become a rallying point for dogecoin holders on sites like Reddit and his coming appearance on “SNL” is a hotly anticipated moment inside and outside crypto markets, which had largely been centered on bitcoin and Ethereum ,the two largest cryptos in the world.</p><p><blockquote>马斯克已成为Reddit等网站上狗狗币持有者的聚集点,他即将在“SNL”上亮相是加密货币市场内外备受期待的时刻,该市场主要集中在比特币和以太币这两个世界上最大的加密货币。</blockquote></p><p>Dogecoin has long held the reputation as a joke currency in the digital-asset realm but it is hard to deny that its surging value has gripped Main Street and Wall Street’s attention — at least momentarily.</p><p><blockquote>狗狗币长期以来在数字资产领域一直享有笑话货币的美誉,但很难否认其飙升的价值引起了大街和华尔街的关注——至少暂时如此。</blockquote></p><p>Former “SNL” cast member and comedian David Spade on Thursday tweeted that he wondered if Musk’s appearance on the sketch show would equate to a 90-minute infomercial for doge, adding, perhaps tongue in cheek that he was buying dogecoin.</p><p><blockquote>前《SNL》演员兼喜剧演员大卫·斯派德(David Spade)周四在推特上表示,他想知道马斯克出现在小品节目中是否相当于为doge制作了一部90分钟的电视广告,并补充说,也许是开玩笑地说,他正在购买狗狗币。</blockquote></p><p>Oddsmakers at betting platformSportsBettingDime.com have established a number of prop bets about Musk’s appearance on “Saturday Night Live,” including which if any crypto he mentions first on the show.</p><p><blockquote>博彩平台SportsBettingDime.com的赔率制定了许多关于马斯克出现在《周六夜现场》上的适当赌注,包括他在节目中首先提到的任何加密货币。</blockquote></p><p>Which cryptocurrency does Musk mention first:</p><p><blockquote>马斯克首先提到的是哪种加密货币:</blockquote></p><p>1. Bitcoin: -200</p><p><blockquote>1.比特币:-200</blockquote></p><p>2. Dogecoin: +600</p><p><blockquote>2.狗狗币:+600</blockquote></p><p>3. FIELD: +450</p><p><blockquote>3.字段:+450</blockquote></p><p>4. Does Not Mention Bitcoin: +400</p><p><blockquote>4.没有提到比特币:+400</blockquote></p><p>Beesetti said that she sold about $8,000 worth of dogecoin recently to buy a pair of Gucci shoes, an iPhone and upped her position in Ether thar runs on the Ethereum protocol but has otherwise been a steady holder of doge.</p><p><blockquote>Beesetti表示,她最近出售了价值约8,000美元的狗狗币,购买了一双Gucci鞋、一部iPhone,并根据以太币协议提高了她在以太thar的头寸,但在其他方面一直是doge的稳定持有者。</blockquote></p><p>The investor wouldn’t offer specific figures but said that her holdings currently range from 50,000 to 100,000 dogecoin.</p><p><blockquote>该投资者不愿提供具体数字,但表示她目前持有的狗狗币在50,000至100,000枚之间。</blockquote></p><p>Perhaps unlike some investors in doge, she is under no illusion that it has utility but submits to the possibility that momentum could build in a parody asset to such an extent that it forges its own legitimacy.</p><p><blockquote>也许与doge的一些投资者不同,她并不对它具有实用性抱有幻想,而是接受了这样一种可能性:势头可能会在模仿资产中积累到一定程度,从而锻造自己的合法性。</blockquote></p><p>“Doge doesn’t have intrinsic value,” Beesetti said. “The value becomes real if you and a collective group of people believe in it. And in this case, there are more groups and people than before who believe.”</p><p><blockquote>“Doge没有内在价值,”比塞蒂说。“如果你和一群人相信它,价值就会变得真实。在这种情况下,相信它的群体和人比以前更多。”</blockquote></p><p>That said, reality could hit meme coin holders hard come Sunday morning, at least one analyst said.</p><p><blockquote>尽管如此,至少一位分析师表示,现实可能会在周日早上对模因币持有者造成沉重打击。</blockquote></p><p>“Post-SNL, some crypto traders could abandon short-term Dogecoin bets once it becomes clear that it is not skyrocketing to the moon or at the heavily eyed $1 level,” wrote Edward Moya, senior market analyst at Oanda, in a research note.</p><p><blockquote>Oanda高级市场分析师爱德华·莫亚(Edward Moya)在一份研究报告中写道:“SNL之后,一旦狗狗币明显不会飙升至月球或达到备受关注的1美元水平,一些加密货币交易员可能会放弃短期狗狗币押注。”笔记。</blockquote></p><p>The analyst also notes that strong conviction of dogecoin investors,known as hodlers in the crypto world, could defy logic and keep prices buoyant.</p><p><blockquote>这位分析师还指出,狗狗币投资者(在加密货币界被称为霍德勒)的坚定信念可能会违背逻辑并保持价格上涨。</blockquote></p><p>“The retail-army of traders that have been committed to Doge might remain stubbornly hodlers, so we shouldn’t be surprised if a sell the event reaction does not happen,” the Oanda strategist said.</p><p><blockquote>这位Oanda策略师表示:“一直致力于Doge的散户交易员可能仍然是顽固的霍德勒,因此如果没有发生卖出事件反应,我们不应该感到惊讶。”</blockquote></p><p>How it all plays out for dogecoin is anyone’s guess.</p><p><blockquote>狗狗币的结局如何,谁也说不准。</blockquote></p><p>“It’s just a meme currency but sometimes the most entertaining outcome becomes the reality,” Beesetti said.</p><p><blockquote>“这只是一种模因货币,但有时最有趣的结果会成为现实,”比塞蒂说。</blockquote></p><p>That meme currency has enjoyed a spectacular ride compared against most other assets. Gold futures are down 3% so far this year, the Dow Jones Industrial Average and the S&P 500 index are up by nearly 13% in 2021, while the Nasdaq Composite Index has gained about over 6% so far this year.</p><p><blockquote>与大多数其他资产相比,这种模因货币经历了惊人的上涨。今年迄今为止,黄金期货下跌了3%,道琼斯工业平均指数和标普500指数在2021年上涨了近13%,而纳斯达克综合指数今年迄今为止的涨幅约超过6%。</blockquote></p><p></p>","source":"lsy1603348471595","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>Dogecoin price’s ‘make-or-break’ moment looms with Elon Musk set to host ‘Saturday Night Live’<blockquote>埃隆·马斯克将主持“周六夜现场”,狗狗币价格的“成败”时刻迫在眉睫</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; 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}\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\">\nDogecoin price’s ‘make-or-break’ moment looms with Elon Musk set to host ‘Saturday Night Live’<blockquote>埃隆·马斯克将主持“周六夜现场”,狗狗币价格的“成败”时刻迫在眉睫</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Marketwatch</strong><span class=\"h-time small\">2021-05-08 10:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Nikki Beesetti started investing in crypto back in 2017 and paid off her final semester at Purdue University with proceeds from the sale of a single bitcoin that she bought on a whim, which had surged to nearly $20,000.</p><p><blockquote>Nikki Beesetti早在2017年就开始投资加密货币,并用出售她心血来潮购买的一枚比特币的收益支付了她在普渡大学的最后一个学期的费用,该收益已飙升至近2万美元。</blockquote></p><p>Now, the product manager for a startup in New York is dabbling in dogecoin ,and sees this weekend as a possible make-or-break moment for the parody coin that has seen a stratospheric, nearly 13,000% rise in 2021.</p><p><blockquote>现在,纽约一家初创公司的产品经理正在涉足狗狗币,并认为本周末可能是这种模仿硬币的成败时刻,这种模仿硬币在2021年上涨了近13,000%。</blockquote></p><p>“This Saturday is going to be a total make-or-break for dogecoin,” Beesetti told MarketWatch in a phone interview.</p><p><blockquote>Beesetti在接受MarketWatch电话采访时表示:“本周六将是狗狗币成败的关键。”</blockquote></p><p>“If he can really get the messaging right, dogecoin can really take off…or it’s going to crash to wherever it’s going to crash to,” she said.</p><p><blockquote>“如果他真的能传达正确的信息,狗狗币就能真正起飞……否则它就会崩溃到任何它要崩溃的地方,”她说。</blockquote></p><p>The 25-year-old investor is one of a number of relatively young traders who are piling into speculative altcoins like dogecoin as the so-called joke asset mints millionaires and draws some concerns about a bubble forming in the nascent crypto complex.</p><p><blockquote>这位25岁的投资者是众多相对年轻的交易员之一,他们涌入狗狗币等投机性山寨币,因为这种所谓的笑话资产造就了百万富翁,并引起了一些人对新兴加密货币综合体中正在形成泡沫的担忧。</blockquote></p><p>Musk will host NBC’s late-night live television comedy sketch show, “Saturday Night Live,” this weekend and his coming appearance has already drawn cheers and jeers.</p><p><blockquote>马斯克将于本周末主持NBC深夜直播电视喜剧小品节目“周六夜现场”,他即将到来的亮相已经引起了欢呼和嘲笑。</blockquote></p><p>Musk has been one of the biggest cheerleaders for dogecoin and crypto broadly. The self-appointed “Technoking” of Tesla has been mostly using his massive social media following to pump up the price of doge, tweeting back on April 1 that he would use his SpaceX rockets to put a physical Doge coin on the literal moon, echoing the social media goal of taking the coin’s price “to the moon.”</p><p><blockquote>马斯克一直是狗狗币和加密货币最大的支持者之一。这位自封的特斯拉“技术之王”主要利用其庞大的社交媒体粉丝来抬高doge的价格,他于4月1日在推特上表示,他将使用SpaceX火箭将实体doge硬币放在真正的月球上,呼应了社交媒体将硬币价格“带到月球”的目标。</blockquote></p><p>Beesetti said that she first got involved in dogecoin — she also invests in technology stocks and exchange-traded funds — at the prompting of Musk’s social-media missives from last summer.</p><p><blockquote>比塞蒂表示,她第一次涉足狗狗币是在马斯克去年夏天社交媒体信件的推动下,她还投资科技股和交易所交易基金。</blockquote></p><p>She bought dogecoin when it was trading at 3/10ths of a penny and she kept dollar-cost averaging her position in the digital asset created in 2013 even as it hit around 1 cent last August.</p><p><blockquote>她在狗狗币的交易价格为3/10美分时买入了它,尽管去年8月它达到了1美分左右,但她仍保持了她在2013年创建的数字资产中的美元成本平均头寸。</blockquote></p><p>Musk has become a rallying point for dogecoin holders on sites like Reddit and his coming appearance on “SNL” is a hotly anticipated moment inside and outside crypto markets, which had largely been centered on bitcoin and Ethereum ,the two largest cryptos in the world.</p><p><blockquote>马斯克已成为Reddit等网站上狗狗币持有者的聚集点,他即将在“SNL”上亮相是加密货币市场内外备受期待的时刻,该市场主要集中在比特币和以太币这两个世界上最大的加密货币。</blockquote></p><p>Dogecoin has long held the reputation as a joke currency in the digital-asset realm but it is hard to deny that its surging value has gripped Main Street and Wall Street’s attention — at least momentarily.</p><p><blockquote>狗狗币长期以来在数字资产领域一直享有笑话货币的美誉,但很难否认其飙升的价值引起了大街和华尔街的关注——至少暂时如此。</blockquote></p><p>Former “SNL” cast member and comedian David Spade on Thursday tweeted that he wondered if Musk’s appearance on the sketch show would equate to a 90-minute infomercial for doge, adding, perhaps tongue in cheek that he was buying dogecoin.</p><p><blockquote>前《SNL》演员兼喜剧演员大卫·斯派德(David Spade)周四在推特上表示,他想知道马斯克出现在小品节目中是否相当于为doge制作了一部90分钟的电视广告,并补充说,也许是开玩笑地说,他正在购买狗狗币。</blockquote></p><p>Oddsmakers at betting platformSportsBettingDime.com have established a number of prop bets about Musk’s appearance on “Saturday Night Live,” including which if any crypto he mentions first on the show.</p><p><blockquote>博彩平台SportsBettingDime.com的赔率制定了许多关于马斯克出现在《周六夜现场》上的适当赌注,包括他在节目中首先提到的任何加密货币。</blockquote></p><p>Which cryptocurrency does Musk mention first:</p><p><blockquote>马斯克首先提到的是哪种加密货币:</blockquote></p><p>1. Bitcoin: -200</p><p><blockquote>1.比特币:-200</blockquote></p><p>2. Dogecoin: +600</p><p><blockquote>2.狗狗币:+600</blockquote></p><p>3. FIELD: +450</p><p><blockquote>3.字段:+450</blockquote></p><p>4. Does Not Mention Bitcoin: +400</p><p><blockquote>4.没有提到比特币:+400</blockquote></p><p>Beesetti said that she sold about $8,000 worth of dogecoin recently to buy a pair of Gucci shoes, an iPhone and upped her position in Ether thar runs on the Ethereum protocol but has otherwise been a steady holder of doge.</p><p><blockquote>Beesetti表示,她最近出售了价值约8,000美元的狗狗币,购买了一双Gucci鞋、一部iPhone,并根据以太币协议提高了她在以太thar的头寸,但在其他方面一直是doge的稳定持有者。</blockquote></p><p>The investor wouldn’t offer specific figures but said that her holdings currently range from 50,000 to 100,000 dogecoin.</p><p><blockquote>该投资者不愿提供具体数字,但表示她目前持有的狗狗币在50,000至100,000枚之间。</blockquote></p><p>Perhaps unlike some investors in doge, she is under no illusion that it has utility but submits to the possibility that momentum could build in a parody asset to such an extent that it forges its own legitimacy.</p><p><blockquote>也许与doge的一些投资者不同,她并不对它具有实用性抱有幻想,而是接受了这样一种可能性:势头可能会在模仿资产中积累到一定程度,从而锻造自己的合法性。</blockquote></p><p>“Doge doesn’t have intrinsic value,” Beesetti said. “The value becomes real if you and a collective group of people believe in it. And in this case, there are more groups and people than before who believe.”</p><p><blockquote>“Doge没有内在价值,”比塞蒂说。“如果你和一群人相信它,价值就会变得真实。在这种情况下,相信它的群体和人比以前更多。”</blockquote></p><p>That said, reality could hit meme coin holders hard come Sunday morning, at least one analyst said.</p><p><blockquote>尽管如此,至少一位分析师表示,现实可能会在周日早上对模因币持有者造成沉重打击。</blockquote></p><p>“Post-SNL, some crypto traders could abandon short-term Dogecoin bets once it becomes clear that it is not skyrocketing to the moon or at the heavily eyed $1 level,” wrote Edward Moya, senior market analyst at Oanda, in a research note.</p><p><blockquote>Oanda高级市场分析师爱德华·莫亚(Edward Moya)在一份研究报告中写道:“SNL之后,一旦狗狗币明显不会飙升至月球或达到备受关注的1美元水平,一些加密货币交易员可能会放弃短期狗狗币押注。”笔记。</blockquote></p><p>The analyst also notes that strong conviction of dogecoin investors,known as hodlers in the crypto world, could defy logic and keep prices buoyant.</p><p><blockquote>这位分析师还指出,狗狗币投资者(在加密货币界被称为霍德勒)的坚定信念可能会违背逻辑并保持价格上涨。</blockquote></p><p>“The retail-army of traders that have been committed to Doge might remain stubbornly hodlers, so we shouldn’t be surprised if a sell the event reaction does not happen,” the Oanda strategist said.</p><p><blockquote>这位Oanda策略师表示:“一直致力于Doge的散户交易员可能仍然是顽固的霍德勒,因此如果没有发生卖出事件反应,我们不应该感到惊讶。”</blockquote></p><p>How it all plays out for dogecoin is anyone’s guess.</p><p><blockquote>狗狗币的结局如何,谁也说不准。</blockquote></p><p>“It’s just a meme currency but sometimes the most entertaining outcome becomes the reality,” Beesetti said.</p><p><blockquote>“这只是一种模因货币,但有时最有趣的结果会成为现实,”比塞蒂说。</blockquote></p><p>That meme currency has enjoyed a spectacular ride compared against most other assets. Gold futures are down 3% so far this year, the Dow Jones Industrial Average and the S&P 500 index are up by nearly 13% in 2021, while the Nasdaq Composite Index has gained about over 6% so far this year.</p><p><blockquote>与大多数其他资产相比,这种模因货币经历了惊人的上涨。今年迄今为止,黄金期货下跌了3%,道琼斯工业平均指数和标普500指数在2021年上涨了近13%,而纳斯达克综合指数今年迄今为止的涨幅约超过6%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/a-total-make-or-break-for-dogecoin-says-one-crypto-investor-as-elon-musk-prepares-to-host-saturday-night-live-11620413674?mod=associated-press\">Marketwatch</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":{},"source_url":"https://www.marketwatch.com/story/a-total-make-or-break-for-dogecoin-says-one-crypto-investor-as-elon-musk-prepares-to-host-saturday-night-live-11620413674?mod=associated-press","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160802774","content_text":"Nikki Beesetti started investing in crypto back in 2017 and paid off her final semester at Purdue University with proceeds from the sale of a single bitcoin that she bought on a whim, which had surged to nearly $20,000.Now, the product manager for a startup in New York is dabbling in dogecoin ,and sees this weekend as a possible make-or-break moment for the parody coin that has seen a stratospheric, nearly 13,000% rise in 2021.“This Saturday is going to be a total make-or-break for dogecoin,” Beesetti told MarketWatch in a phone interview.“If he can really get the messaging right, dogecoin can really take off…or it’s going to crash to wherever it’s going to crash to,” she said.The 25-year-old investor is one of a number of relatively young traders who are piling into speculative altcoins like dogecoin as the so-called joke asset mints millionaires and draws some concerns about a bubble forming in the nascent crypto complex.Musk will host NBC’s late-night live television comedy sketch show, “Saturday Night Live,” this weekend and his coming appearance has already drawn cheers and jeers.Musk has been one of the biggest cheerleaders for dogecoin and crypto broadly. The self-appointed “Technoking” of Tesla has been mostly using his massive social media following to pump up the price of doge, tweeting back on April 1 that he would use his SpaceX rockets to put a physical Doge coin on the literal moon, echoing the social media goal of taking the coin’s price “to the moon.”Beesetti said that she first got involved in dogecoin — she also invests in technology stocks and exchange-traded funds — at the prompting of Musk’s social-media missives from last summer.She bought dogecoin when it was trading at 3/10ths of a penny and she kept dollar-cost averaging her position in the digital asset created in 2013 even as it hit around 1 cent last August.Musk has become a rallying point for dogecoin holders on sites like Reddit and his coming appearance on “SNL” is a hotly anticipated moment inside and outside crypto markets, which had largely been centered on bitcoin and Ethereum ,the two largest cryptos in the world.Dogecoin has long held the reputation as a joke currency in the digital-asset realm but it is hard to deny that its surging value has gripped Main Street and Wall Street’s attention — at least momentarily.Former “SNL” cast member and comedian David Spade on Thursday tweeted that he wondered if Musk’s appearance on the sketch show would equate to a 90-minute infomercial for doge, adding, perhaps tongue in cheek that he was buying dogecoin.Oddsmakers at betting platformSportsBettingDime.com have established a number of prop bets about Musk’s appearance on “Saturday Night Live,” including which if any crypto he mentions first on the show.Which cryptocurrency does Musk mention first:1. Bitcoin: -2002. Dogecoin: +6003. FIELD: +4504. Does Not Mention Bitcoin: +400Beesetti said that she sold about $8,000 worth of dogecoin recently to buy a pair of Gucci shoes, an iPhone and upped her position in Ether thar runs on the Ethereum protocol but has otherwise been a steady holder of doge.The investor wouldn’t offer specific figures but said that her holdings currently range from 50,000 to 100,000 dogecoin.Perhaps unlike some investors in doge, she is under no illusion that it has utility but submits to the possibility that momentum could build in a parody asset to such an extent that it forges its own legitimacy.“Doge doesn’t have intrinsic value,” Beesetti said. “The value becomes real if you and a collective group of people believe in it. And in this case, there are more groups and people than before who believe.”That said, reality could hit meme coin holders hard come Sunday morning, at least one analyst said.“Post-SNL, some crypto traders could abandon short-term Dogecoin bets once it becomes clear that it is not skyrocketing to the moon or at the heavily eyed $1 level,” wrote Edward Moya, senior market analyst at Oanda, in a research note.The analyst also notes that strong conviction of dogecoin investors,known as hodlers in the crypto world, could defy logic and keep prices buoyant.“The retail-army of traders that have been committed to Doge might remain stubbornly hodlers, so we shouldn’t be surprised if a sell the event reaction does not happen,” the Oanda strategist said.How it all plays out for dogecoin is anyone’s guess.“It’s just a meme currency but sometimes the most entertaining outcome becomes the reality,” Beesetti said.That meme currency has enjoyed a spectacular ride compared against most other assets. Gold futures are down 3% so far this year, the Dow Jones Industrial Average and the S&P 500 index are up by nearly 13% in 2021, while the Nasdaq Composite Index has gained about over 6% so far this year.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129015426,"gmtCreate":1624343608765,"gmtModify":1634007482705,"author":{"id":"3581061044456313","authorId":"3581061044456313","name":"Mando88","avatar":"https://static.tigerbbs.com/f135e12e9726aa04a56e19e7f1991436","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581061044456313","idStr":"3581061044456313"},"themes":[],"htmlText":"On, good","listText":"On, good","text":"On, good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/129015426","repostId":"1161710506","repostType":4,"isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":105717142,"gmtCreate":1620339805286,"gmtModify":1634206049889,"author":{"id":"3581061044456313","authorId":"3581061044456313","name":"Mando88","avatar":"https://static.tigerbbs.com/f135e12e9726aa04a56e19e7f1991436","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581061044456313","idStr":"3581061044456313"},"themes":[],"htmlText":"AMD is a share to watch","listText":"AMD is a share to watch","text":"AMD is a share to watch","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/105717142","repostId":"2133730085","repostType":4,"repost":{"id":"2133730085","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1620311278,"share":"https://www.laohu8.com/m/news/2133730085?lang=zh_CN&edition=full","pubTime":"2021-05-06 22:27","market":"us","language":"en","title":"AMD Is Firing On All Cylinders But Its Profitability Depends On Lean Operations<blockquote>AMD正在全力以赴,但其盈利能力取决于精益运营</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2133730085","media":"Benzinga","summary":"On April 27th after market close, Advanced Micro Devices (NASDAQ: AMD) posted a strong earnings report giving Intel (NASDAQ: INTC) at least three reasons to worry.","content":"<p>On April 27th after market close, <b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>) posted a strong earnings report giving <b>Intel </b>(NASDAQ:INTC) at least three reasons to worry.</p><p><blockquote>4月27日收盘后,<b>先进微设备公司</b>(纳斯达克:<a href=\"https://laohu8.com/S/AMD\">AMD</a>)发布了一份强劲的收益报告<b>英特尔</b>(纳斯达克:INTC)至少有三个理由担心。</blockquote></p><p> It managed to beat earnings and revenue while meeting gross margin expectations, its key metric. AMD's numerous product launches over the last several months are now paying major dividends for the company that is enjoying high demand, being a poster child for the current chip shortage. However, even after selling over 3.4 billion dollars' worth of chips during the first quarter, it's still not enough.</p><p><blockquote>它成功地超过了盈利和收入,同时满足了其关键指标毛利率预期。AMD在过去几个月中推出的众多产品现在为这家需求旺盛的公司带来了巨大的红利,成为当前芯片短缺的典型代表。然而,即使第一季度销售了价值超过34亿美元的芯片,这仍然不够。</blockquote></p><p> <h4>Q1 Figures</h4> For the first quarter of 2021, AMD reported $3.45 billion in revenue, topping analyst estimates and rising 93% YoYcompared to last year's quarter where revenue amounted to only $1.79 billion and it was the company's best first quarter in a decade.</p><p><blockquote><h4>第一季度数据</h4>AMD公布2021年第一季度营收为34.5亿美元,超出分析师预期,同比增长93%,去年同期营收仅为17.9亿美元,是该公司十年来最好的第一季度。</blockquote></p><p> The stunning jump was made thanks in large part to standout performance by the company's Enterprise, Embedded and Semi-Custom segment that includes server and embedded processor, semi-custom System-on-Chip (SoC), and game console technology development businesses. The big jump in revenue translates to the fact that the segment is well into the black on an operating income basis, which is a major improvement over last year's quarter when it made a loss.</p><p><blockquote>这一惊人的飞跃在很大程度上归功于该公司企业、嵌入式和半定制部门的出色表现,其中包括服务器和嵌入式处理器、半定制片上系统(SoC)和游戏机技术开发业务。收入的大幅增长意味着该部门在营业收入方面已实现盈利,这比去年亏损的季度有了重大改善。</blockquote></p><p> AMD's big run-up in revenue is also reflected in the company's other metrics; along with that revenue AMD's net income has grown by 243% YoY, amounting to $555 million. And if not for an unusual, <a href=\"https://laohu8.com/S/AONE\">one</a>-off tax benefit during the previous quarter, this quarter would be AMD's most profitable quarter ever– and it is on a non-GAAP basis.</p><p><blockquote>AMD收入的大幅增长也反映在该公司的其他指标上;除此之外,AMD的净利润同比增长243%,达到5.55亿美元。如果不是因为一个不寻常的,<a href=\"https://laohu8.com/S/AONE\">一</a>-扣除上一季度的税收优惠,本季度将是AMD有史以来利润最高的季度-而且是在非GAAP基础上进行的。</blockquote></p><p> Along with the EPS that nearly tripled YoY, beating analysts' expectations, AMD's gross margin is holding at 46%, steady versus the previous quarter, the fourth quarter of 2020. If there's a metric that shows clearly just how much things have turned around for a company that nearly went bankrupt five years ago, it's the company's cash balance or more precisely $3.1 billion in cash, cash equivalents and short-term investments with long-term debt down to $313million. From this perspective, AMD is in a stronger financial position than it ever has been.</p><p><blockquote>随着每股收益同比增长近两倍,超出分析师预期,AMD的毛利率保持在46%,与上一季度(2020年第四季度)相比保持稳定。如果有一个指标可以清楚地显示一家五年前差点破产的公司的情况有多大好转,那就是该公司的现金余额,或者更准确地说是31亿美元的现金、现金等价物和长期债务的短期投资下降至3.13亿美元。从这个角度来看,AMD的财务状况比以往任何时候都更加强劲。</blockquote></p><p> <h4>Well Ahead Of Intel</h4> One week before, Intel reported a slowdown in revenue from its data center group. AMD revealed its data center revenue doubled with six straight quarters of record mobile processor revenue that was generated due to an increasing number of customers. Compared to Intel, AMD is more competitive by being more innovative, it performs better, it has a better price point and although its most important business is the data center, its portfolio even gains in diversification with the acquisition of Xilinx.</p><p><blockquote><h4>远远领先于英特尔</h4>一周前,英特尔报告其数据中心部门的收入放缓。AMD透露,由于客户数量不断增加,其数据中心收入连续六个季度创纪录的移动处理器收入翻了一番。与英特尔相比,AMD更具创新性,表现更好,价格更好,尽管其最重要的业务是数据中心,但其投资组合甚至通过收购赛灵思而实现了多元化。</blockquote></p><p> <h4>Outlook</h4> AMD's expectations for both the quarter and for the rest of the year are just as resilient as during previous quarters.For FY 2021, AMD guided revenue growth of 50% YoY whereas Intel expects a revenue decline of 1% YoY.</p><p><blockquote><h4>世界观</h4>AMD对本季度和今年剩余时间的预期与前几个季度一样具有弹性。对于2021财年,AMD预计收入同比增长50%,而英特尔预计收入同比下降1%。</blockquote></p><p> Demand for its.chips still outpaces supply in most segments, so AMD has yet to fully tap the current market and find ways to meet demand. As its computer processor chip products are commodity goods, the differentiation in quality between competing manufacturers is minimal, which means that the company's profitability depends on maintaining its operations as lean as possible. To enhance its profitability when demand is high, AMD can boost its gross margin either by increasing sales, cutting costs, or both.</p><p><blockquote>对its.chips的需求仍然超过大多数细分市场的供应,因此AMD尚未充分挖掘当前市场并找到满足需求的方法。由于其计算机处理器芯片产品是商品,竞争制造商之间的质量差异很小,这意味着该公司的盈利能力取决于尽可能保持精益运营。为了在需求旺盛时提高盈利能力,AMD可以通过增加销售额、削减成本或两者兼而有之来提高毛利率。</blockquote></p><p> <h4>High Demand Alone Is Not Enough</h4> With CPU, GPU, and semi-custom, AMD's numerous product launches are now paying major dividends. But since AMD is a fabless chipmaker that uses semiconductors made by <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM) for assemble its chips, the current semiconductor shortage and supply issues could pose problems. To reassure investors, management stated that the company has \"good visibility\" on potential supply concerns and it increased its forecast through the end of 2021.</p><p><blockquote><h4>仅有高需求是不够的</h4>凭借CPU、GPU和半定制,AMD的众多产品发布现在正在获得重大回报。但由于AMD是一家无晶圆厂芯片制造商,使用由<b>台积电</b>(纽约证券交易所股票代码:TSM)对于组装其芯片来说,当前的半导体短缺和供应问题可能会带来问题。为了安抚投资者,管理层表示,该公司对潜在的供应问题有“良好的了解”,并上调了到2021年底的预测。</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>AMD Is Firing On All Cylinders But Its Profitability Depends On Lean Operations<blockquote>AMD正在全力以赴,但其盈利能力取决于精益运营</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\">\nAMD Is Firing On All Cylinders But Its Profitability Depends On Lean Operations<blockquote>AMD正在全力以赴,但其盈利能力取决于精益运营</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-05-06 22:27</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>On April 27th after market close, <b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>) posted a strong earnings report giving <b>Intel </b>(NASDAQ:INTC) at least three reasons to worry.</p><p><blockquote>4月27日收盘后,<b>先进微设备公司</b>(纳斯达克:<a href=\"https://laohu8.com/S/AMD\">AMD</a>)发布了一份强劲的收益报告<b>英特尔</b>(纳斯达克:INTC)至少有三个理由担心。</blockquote></p><p> It managed to beat earnings and revenue while meeting gross margin expectations, its key metric. AMD's numerous product launches over the last several months are now paying major dividends for the company that is enjoying high demand, being a poster child for the current chip shortage. However, even after selling over 3.4 billion dollars' worth of chips during the first quarter, it's still not enough.</p><p><blockquote>它成功地超过了盈利和收入,同时满足了其关键指标毛利率预期。AMD在过去几个月中推出的众多产品现在为这家需求旺盛的公司带来了巨大的红利,成为当前芯片短缺的典型代表。然而,即使第一季度销售了价值超过34亿美元的芯片,这仍然不够。</blockquote></p><p> <h4>Q1 Figures</h4> For the first quarter of 2021, AMD reported $3.45 billion in revenue, topping analyst estimates and rising 93% YoYcompared to last year's quarter where revenue amounted to only $1.79 billion and it was the company's best first quarter in a decade.</p><p><blockquote><h4>第一季度数据</h4>AMD公布2021年第一季度营收为34.5亿美元,超出分析师预期,同比增长93%,去年同期营收仅为17.9亿美元,是该公司十年来最好的第一季度。</blockquote></p><p> The stunning jump was made thanks in large part to standout performance by the company's Enterprise, Embedded and Semi-Custom segment that includes server and embedded processor, semi-custom System-on-Chip (SoC), and game console technology development businesses. The big jump in revenue translates to the fact that the segment is well into the black on an operating income basis, which is a major improvement over last year's quarter when it made a loss.</p><p><blockquote>这一惊人的飞跃在很大程度上归功于该公司企业、嵌入式和半定制部门的出色表现,其中包括服务器和嵌入式处理器、半定制片上系统(SoC)和游戏机技术开发业务。收入的大幅增长意味着该部门在营业收入方面已实现盈利,这比去年亏损的季度有了重大改善。</blockquote></p><p> AMD's big run-up in revenue is also reflected in the company's other metrics; along with that revenue AMD's net income has grown by 243% YoY, amounting to $555 million. And if not for an unusual, <a href=\"https://laohu8.com/S/AONE\">one</a>-off tax benefit during the previous quarter, this quarter would be AMD's most profitable quarter ever– and it is on a non-GAAP basis.</p><p><blockquote>AMD收入的大幅增长也反映在该公司的其他指标上;除此之外,AMD的净利润同比增长243%,达到5.55亿美元。如果不是因为一个不寻常的,<a href=\"https://laohu8.com/S/AONE\">一</a>-扣除上一季度的税收优惠,本季度将是AMD有史以来利润最高的季度-而且是在非GAAP基础上进行的。</blockquote></p><p> Along with the EPS that nearly tripled YoY, beating analysts' expectations, AMD's gross margin is holding at 46%, steady versus the previous quarter, the fourth quarter of 2020. If there's a metric that shows clearly just how much things have turned around for a company that nearly went bankrupt five years ago, it's the company's cash balance or more precisely $3.1 billion in cash, cash equivalents and short-term investments with long-term debt down to $313million. From this perspective, AMD is in a stronger financial position than it ever has been.</p><p><blockquote>随着每股收益同比增长近两倍,超出分析师预期,AMD的毛利率保持在46%,与上一季度(2020年第四季度)相比保持稳定。如果有一个指标可以清楚地显示一家五年前差点破产的公司的情况有多大好转,那就是该公司的现金余额,或者更准确地说是31亿美元的现金、现金等价物和长期债务的短期投资下降至3.13亿美元。从这个角度来看,AMD的财务状况比以往任何时候都更加强劲。</blockquote></p><p> <h4>Well Ahead Of Intel</h4> One week before, Intel reported a slowdown in revenue from its data center group. AMD revealed its data center revenue doubled with six straight quarters of record mobile processor revenue that was generated due to an increasing number of customers. Compared to Intel, AMD is more competitive by being more innovative, it performs better, it has a better price point and although its most important business is the data center, its portfolio even gains in diversification with the acquisition of Xilinx.</p><p><blockquote><h4>远远领先于英特尔</h4>一周前,英特尔报告其数据中心部门的收入放缓。AMD透露,由于客户数量不断增加,其数据中心收入连续六个季度创纪录的移动处理器收入翻了一番。与英特尔相比,AMD更具创新性,表现更好,价格更好,尽管其最重要的业务是数据中心,但其投资组合甚至通过收购赛灵思而实现了多元化。</blockquote></p><p> <h4>Outlook</h4> AMD's expectations for both the quarter and for the rest of the year are just as resilient as during previous quarters.For FY 2021, AMD guided revenue growth of 50% YoY whereas Intel expects a revenue decline of 1% YoY.</p><p><blockquote><h4>世界观</h4>AMD对本季度和今年剩余时间的预期与前几个季度一样具有弹性。对于2021财年,AMD预计收入同比增长50%,而英特尔预计收入同比下降1%。</blockquote></p><p> Demand for its.chips still outpaces supply in most segments, so AMD has yet to fully tap the current market and find ways to meet demand. As its computer processor chip products are commodity goods, the differentiation in quality between competing manufacturers is minimal, which means that the company's profitability depends on maintaining its operations as lean as possible. To enhance its profitability when demand is high, AMD can boost its gross margin either by increasing sales, cutting costs, or both.</p><p><blockquote>对its.chips的需求仍然超过大多数细分市场的供应,因此AMD尚未充分挖掘当前市场并找到满足需求的方法。由于其计算机处理器芯片产品是商品,竞争制造商之间的质量差异很小,这意味着该公司的盈利能力取决于尽可能保持精益运营。为了在需求旺盛时提高盈利能力,AMD可以通过增加销售额、削减成本或两者兼而有之来提高毛利率。</blockquote></p><p> <h4>High Demand Alone Is Not Enough</h4> With CPU, GPU, and semi-custom, AMD's numerous product launches are now paying major dividends. But since AMD is a fabless chipmaker that uses semiconductors made by <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM) for assemble its chips, the current semiconductor shortage and supply issues could pose problems. To reassure investors, management stated that the company has \"good visibility\" on potential supply concerns and it increased its forecast through the end of 2021.</p><p><blockquote><h4>仅有高需求是不够的</h4>凭借CPU、GPU和半定制,AMD的众多产品发布现在正在获得重大回报。但由于AMD是一家无晶圆厂芯片制造商,使用由<b>台积电</b>(纽约证券交易所股票代码:TSM)对于组装其芯片来说,当前的半导体短缺和供应问题可能会带来问题。为了安抚投资者,管理层表示,该公司对潜在的供应问题有“良好的了解”,并上调了到2021年底的预测。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","TSM":"台积电","INTC":"英特尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2133730085","content_text":"On April 27th after market close, Advanced Micro Devices (NASDAQ:AMD) posted a strong earnings report giving Intel (NASDAQ:INTC) at least three reasons to worry.\nIt managed to beat earnings and revenue while meeting gross margin expectations, its key metric. AMD's numerous product launches over the last several months are now paying major dividends for the company that is enjoying high demand, being a poster child for the current chip shortage. However, even after selling over 3.4 billion dollars' worth of chips during the first quarter, it's still not enough.\nQ1 Figures\nFor the first quarter of 2021, AMD reported $3.45 billion in revenue, topping analyst estimates and rising 93% YoYcompared to last year's quarter where revenue amounted to only $1.79 billion and it was the company's best first quarter in a decade.\nThe stunning jump was made thanks in large part to standout performance by the company's Enterprise, Embedded and Semi-Custom segment that includes server and embedded processor, semi-custom System-on-Chip (SoC), and game console technology development businesses. The big jump in revenue translates to the fact that the segment is well into the black on an operating income basis, which is a major improvement over last year's quarter when it made a loss.\nAMD's big run-up in revenue is also reflected in the company's other metrics; along with that revenue AMD's net income has grown by 243% YoY, amounting to $555 million. And if not for an unusual, one-off tax benefit during the previous quarter, this quarter would be AMD's most profitable quarter ever– and it is on a non-GAAP basis.\nAlong with the EPS that nearly tripled YoY, beating analysts' expectations, AMD's gross margin is holding at 46%, steady versus the previous quarter, the fourth quarter of 2020. If there's a metric that shows clearly just how much things have turned around for a company that nearly went bankrupt five years ago, it's the company's cash balance or more precisely $3.1 billion in cash, cash equivalents and short-term investments with long-term debt down to $313million. From this perspective, AMD is in a stronger financial position than it ever has been.\nWell Ahead Of Intel\nOne week before, Intel reported a slowdown in revenue from its data center group. AMD revealed its data center revenue doubled with six straight quarters of record mobile processor revenue that was generated due to an increasing number of customers. Compared to Intel, AMD is more competitive by being more innovative, it performs better, it has a better price point and although its most important business is the data center, its portfolio even gains in diversification with the acquisition of Xilinx.\nOutlook\nAMD's expectations for both the quarter and for the rest of the year are just as resilient as during previous quarters.For FY 2021, AMD guided revenue growth of 50% YoY whereas Intel expects a revenue decline of 1% YoY.\nDemand for its.chips still outpaces supply in most segments, so AMD has yet to fully tap the current market and find ways to meet demand. As its computer processor chip products are commodity goods, the differentiation in quality between competing manufacturers is minimal, which means that the company's profitability depends on maintaining its operations as lean as possible. To enhance its profitability when demand is high, AMD can boost its gross margin either by increasing sales, cutting costs, or both.\nHigh Demand Alone Is Not Enough\nWith CPU, GPU, and semi-custom, AMD's numerous product launches are now paying major dividends. But since AMD is a fabless chipmaker that uses semiconductors made by Taiwan Semiconductor Manufacturing (NYSE:TSM) for assemble its chips, the current semiconductor shortage and supply issues could pose problems. To reassure investors, management stated that the company has \"good visibility\" on potential supply concerns and it increased its forecast through the end of 2021.","news_type":1,"symbols_score_info":{"INTC":0.9,"TSM":0.9,"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100449373,"gmtCreate":1619645069592,"gmtModify":1634211170473,"author":{"id":"3581061044456313","authorId":"3581061044456313","name":"Mando88","avatar":"https://static.tigerbbs.com/f135e12e9726aa04a56e19e7f1991436","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581061044456313","idStr":"3581061044456313"},"themes":[],"htmlText":"Go AAPL, go long on AAPL!","listText":"Go AAPL, go long on AAPL!","text":"Go AAPL, go long on AAPL!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/100449373","repostId":"1179396069","repostType":4,"repost":{"id":"1179396069","kind":"news","pubTimestamp":1619573853,"share":"https://www.laohu8.com/m/news/1179396069?lang=zh_CN&edition=full","pubTime":"2021-04-28 09:37","market":"us","language":"en","title":"Apple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.<blockquote>苹果的盈利可能会再次飙升。这对股票意味着什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179396069","media":"Barrons","summary":"Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech g","content":"<p>Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.</p><p><blockquote>苹果要想超越2020年的井喷业绩,还有很多工作要做。问题是,这家科技巨头也许能够成功。</blockquote></p><p> The buzz around Apple last year was off the charts, even for what is the buzziest of technology companies. Anticipation of the fall launch of the company’s first 5G phones, surging demand for both Macs and iPads as the pandemic rolled on, and strength in both wearables and services fed off each other. The pieces all came together in the December quarter, when Apple (ticker: AAPL) posted its biggest quarter ever. Sales soared 21% to $111.4 billion, more than $8 billion over the Street consensus. Every product category—iPhone, iPad, Macs, wearables, and services—notched double-digit growth. Apple stock finished the year up 81%, adding nearly $1 trillion to its market cap.</p><p><blockquote>去年围绕苹果的热度超出了图表,即使是对于最热门的科技公司来说也是如此。对该公司首款5G手机将于秋季推出的预期,随着疫情的发展,对Mac和iPad的需求激增,以及可穿戴设备和服务的实力相互促进。所有这些因素都在12月季度集中在一起,当时苹果(股票代码:AAPL)公布了有史以来最大的季度业绩。销售额飙升21%,达到1114亿美元,比华尔街普遍预期高出80亿美元。每个产品类别——iPhone、iPad、Mac、可穿戴设备和服务——都实现了两位数的增长。苹果股价全年上涨81%,市值增加近1万亿美元。</blockquote></p><p> That’s a tough act to follow, particularly with the March quarter, which always slows from the holiday-boosted December quarter. But Apple could pull off the quintuple double again when its results come out after the bell Wednesday. The Street certainly thinks so, even if the market, which has pushed Apple shares up less than 2% in 2021, has been more cautious. Consensus estimates call for double-digit increases from last year across the board: iPhones sales up 43%, to $41.4 billion; iPad sales up 29%, to $5.6 billion; Mac sales of $6.8 billion, up 27%; wearables sales (mostly Apple Watch and AirPods) of $7.4 billion, up 18%; and a 16% bump in services, to $15.5 billion.</p><p><blockquote>这是一个很难遵循的行为,尤其是在3月份季度,该季度总是比假期提振的12月份季度放缓。但当周三盘后公布结果时,苹果可能会再次实现五倍的增长。华尔街当然是这么认为的,尽管2021年推动苹果股价上涨不到2%的市场更加谨慎。市场普遍预计看涨期权将比去年全面实现两位数增长:iPhone销售额增长43%,达到414亿美元;iPad销售额增长29%,达到56亿美元;Mac销售额68亿美元,增长27%;可穿戴设备销售额(主要是苹果手表和AirPods)为74亿美元,增长18%;服务业增长16%,达到155亿美元。</blockquote></p><p> Overall, the Street consensus expects sales of $77 billion, up 32% from a year ago, with profits of 98 cents a share. That would be the fastest top-line growth rate for any Apple quarter since March 2012, when revenues were about half what they are now. And most bullish Apple analysts seem to think their own estimates are too low—a print at $77 billion would likely trigger a selloff in the stock.</p><p><blockquote>总体而言,华尔街普遍预计销售额为770亿美元,比去年同期增长32%,每股利润为98美分。这将是苹果自2012年3月以来最快的营收增长率,当时的收入约为现在的一半。大多数看涨的苹果分析师似乎认为他们自己的估计太低了——770亿美元的股价可能会引发该股的抛售。</blockquote></p><p> Apple is also expected to provide an update on its capital-allocation strategy. A year ago,the company announced a 6% dividend increase, and boosted its stock repurchase plan by $50 billion. Apple has said repeatedly that it is pushing to get to a cash neutral position, but its remarkably big cash flow has slowed progress toward that goal.</p><p><blockquote>预计苹果还将提供其资本配置策略的最新信息。一年前,该公司宣布将股息增加6%,并将股票回购计划增加500亿美元。苹果一再表示,它正在努力实现现金中性头寸,但其庞大的现金流减缓了实现这一目标的进展。</blockquote></p><p> As always, the quarter is about more than just earnings.</p><p><blockquote>与往常一样,本季度不仅仅是盈利。</blockquote></p><p> For one, the Street will be looking for signs that the sales surge for Macs and iPads is sustainable—and that the company is keeping up with demand despite widespread chip and display shortages. Some investors worry that the spike in PC demand could ebb as more people return to schools and offices. They’ll be looking for company guidance on that point.</p><p><blockquote>其一,华尔街将寻找Mac和iPad销量激增可持续的迹象,以及尽管芯片和显示屏普遍短缺,但该公司仍能满足需求的迹象。一些投资者担心,随着越来越多的人返回学校和办公室,个人电脑需求的激增可能会消退。他们将在这一点上寻求公司的指导。</blockquote></p><p> Another is the sustainability of the resurgence in iPhone growth. There were high hopes among bulls that the iPhone 12 would drive a “supercycle” with an accelerated replacement cycle. Several analysts have noted that a clear consumer preference for the high end of the iPhone 12 line is driving up average selling prices, which should support a strong revenue quarter for the segment.</p><p><blockquote>另一个是iPhone增长复苏的可持续性。多头曾寄予厚望,认为iPhone 12将推动换机周期加速的“超级周期”。几位分析师指出,消费者对iPhone 12系列高端产品的明显偏好正在推高平均售价,这应该会支持该细分市场强劲的收入季度。</blockquote></p><p> “Given the later-than-seasonal launch of new iPhones in the fall of 2020, we believe iPhone demand will experience more favorable year-over-year comparisons this March quarter compared to past years,” writes Monness Crespi Hardt’s Brian White, who sees 47% iPhone revenue growth during the quarter.</p><p><blockquote>Monness Crespi Hardt的布莱恩·怀特(Brian White)写道:“鉴于2020年秋季新款iPhone的发布时间晚于季节性,我们相信,与过去几年相比,今年3月季度的iPhone需求将经历更有利的同比比较。”预计本季度iPhone收入将增长47%。</blockquote></p><p> And if Apple pulls it all together? Apple could crush Street estimates, writes Morgan Stanley analyst Katy Huberty, who has an Overweight rating and a $158 price target on the stock, up 17% from Monday’s close of $134.72. She sees the top line above $80 billion, with all segments growing at least 19% year over year. She is especially bullish on Mac and iPad sales, with estimates far above consensus—53% for Macs and 52% for iPads. She also expects Apple to increase its dividend by 10% and expand its stock repurchase program by $60 billion.</p><p><blockquote>如果苹果把这一切都拼凑起来呢?摩根士丹利分析师凯蒂·休伯蒂(Katy Huberty)写道,苹果可能会超出华尔街的预期,她对该股给予跑赢大盘评级,目标价为158美元,较周一收盘价134.72美元上涨17%。她预计营收将超过800亿美元,所有细分市场同比至少增长19%。她尤其看好Mac和iPad的销量,预期远高于市场普遍预期——Mac销量为53%,iPad销量为52%。她还预计苹果将股息提高10%,并将股票回购计划扩大600亿美元。</blockquote></p><p> That would certainly qualify as a job well done.</p><p><blockquote>这当然是一项出色的工作。</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>Apple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.<blockquote>苹果的盈利可能会再次飙升。这对股票意味着什么。</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\">\nApple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.<blockquote>苹果的盈利可能会再次飙升。这对股票意味着什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-04-28 09:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.</p><p><blockquote>苹果要想超越2020年的井喷业绩,还有很多工作要做。问题是,这家科技巨头也许能够成功。</blockquote></p><p> The buzz around Apple last year was off the charts, even for what is the buzziest of technology companies. Anticipation of the fall launch of the company’s first 5G phones, surging demand for both Macs and iPads as the pandemic rolled on, and strength in both wearables and services fed off each other. The pieces all came together in the December quarter, when Apple (ticker: AAPL) posted its biggest quarter ever. Sales soared 21% to $111.4 billion, more than $8 billion over the Street consensus. Every product category—iPhone, iPad, Macs, wearables, and services—notched double-digit growth. Apple stock finished the year up 81%, adding nearly $1 trillion to its market cap.</p><p><blockquote>去年围绕苹果的热度超出了图表,即使是对于最热门的科技公司来说也是如此。对该公司首款5G手机将于秋季推出的预期,随着疫情的发展,对Mac和iPad的需求激增,以及可穿戴设备和服务的实力相互促进。所有这些因素都在12月季度集中在一起,当时苹果(股票代码:AAPL)公布了有史以来最大的季度业绩。销售额飙升21%,达到1114亿美元,比华尔街普遍预期高出80亿美元。每个产品类别——iPhone、iPad、Mac、可穿戴设备和服务——都实现了两位数的增长。苹果股价全年上涨81%,市值增加近1万亿美元。</blockquote></p><p> That’s a tough act to follow, particularly with the March quarter, which always slows from the holiday-boosted December quarter. But Apple could pull off the quintuple double again when its results come out after the bell Wednesday. The Street certainly thinks so, even if the market, which has pushed Apple shares up less than 2% in 2021, has been more cautious. Consensus estimates call for double-digit increases from last year across the board: iPhones sales up 43%, to $41.4 billion; iPad sales up 29%, to $5.6 billion; Mac sales of $6.8 billion, up 27%; wearables sales (mostly Apple Watch and AirPods) of $7.4 billion, up 18%; and a 16% bump in services, to $15.5 billion.</p><p><blockquote>这是一个很难遵循的行为,尤其是在3月份季度,该季度总是比假期提振的12月份季度放缓。但当周三盘后公布结果时,苹果可能会再次实现五倍的增长。华尔街当然是这么认为的,尽管2021年推动苹果股价上涨不到2%的市场更加谨慎。市场普遍预计看涨期权将比去年全面实现两位数增长:iPhone销售额增长43%,达到414亿美元;iPad销售额增长29%,达到56亿美元;Mac销售额68亿美元,增长27%;可穿戴设备销售额(主要是苹果手表和AirPods)为74亿美元,增长18%;服务业增长16%,达到155亿美元。</blockquote></p><p> Overall, the Street consensus expects sales of $77 billion, up 32% from a year ago, with profits of 98 cents a share. That would be the fastest top-line growth rate for any Apple quarter since March 2012, when revenues were about half what they are now. And most bullish Apple analysts seem to think their own estimates are too low—a print at $77 billion would likely trigger a selloff in the stock.</p><p><blockquote>总体而言,华尔街普遍预计销售额为770亿美元,比去年同期增长32%,每股利润为98美分。这将是苹果自2012年3月以来最快的营收增长率,当时的收入约为现在的一半。大多数看涨的苹果分析师似乎认为他们自己的估计太低了——770亿美元的股价可能会引发该股的抛售。</blockquote></p><p> Apple is also expected to provide an update on its capital-allocation strategy. A year ago,the company announced a 6% dividend increase, and boosted its stock repurchase plan by $50 billion. Apple has said repeatedly that it is pushing to get to a cash neutral position, but its remarkably big cash flow has slowed progress toward that goal.</p><p><blockquote>预计苹果还将提供其资本配置策略的最新信息。一年前,该公司宣布将股息增加6%,并将股票回购计划增加500亿美元。苹果一再表示,它正在努力实现现金中性头寸,但其庞大的现金流减缓了实现这一目标的进展。</blockquote></p><p> As always, the quarter is about more than just earnings.</p><p><blockquote>与往常一样,本季度不仅仅是盈利。</blockquote></p><p> For one, the Street will be looking for signs that the sales surge for Macs and iPads is sustainable—and that the company is keeping up with demand despite widespread chip and display shortages. Some investors worry that the spike in PC demand could ebb as more people return to schools and offices. They’ll be looking for company guidance on that point.</p><p><blockquote>其一,华尔街将寻找Mac和iPad销量激增可持续的迹象,以及尽管芯片和显示屏普遍短缺,但该公司仍能满足需求的迹象。一些投资者担心,随着越来越多的人返回学校和办公室,个人电脑需求的激增可能会消退。他们将在这一点上寻求公司的指导。</blockquote></p><p> Another is the sustainability of the resurgence in iPhone growth. There were high hopes among bulls that the iPhone 12 would drive a “supercycle” with an accelerated replacement cycle. Several analysts have noted that a clear consumer preference for the high end of the iPhone 12 line is driving up average selling prices, which should support a strong revenue quarter for the segment.</p><p><blockquote>另一个是iPhone增长复苏的可持续性。多头曾寄予厚望,认为iPhone 12将推动换机周期加速的“超级周期”。几位分析师指出,消费者对iPhone 12系列高端产品的明显偏好正在推高平均售价,这应该会支持该细分市场强劲的收入季度。</blockquote></p><p> “Given the later-than-seasonal launch of new iPhones in the fall of 2020, we believe iPhone demand will experience more favorable year-over-year comparisons this March quarter compared to past years,” writes Monness Crespi Hardt’s Brian White, who sees 47% iPhone revenue growth during the quarter.</p><p><blockquote>Monness Crespi Hardt的布莱恩·怀特(Brian White)写道:“鉴于2020年秋季新款iPhone的发布时间晚于季节性,我们相信,与过去几年相比,今年3月季度的iPhone需求将经历更有利的同比比较。”预计本季度iPhone收入将增长47%。</blockquote></p><p> And if Apple pulls it all together? Apple could crush Street estimates, writes Morgan Stanley analyst Katy Huberty, who has an Overweight rating and a $158 price target on the stock, up 17% from Monday’s close of $134.72. She sees the top line above $80 billion, with all segments growing at least 19% year over year. She is especially bullish on Mac and iPad sales, with estimates far above consensus—53% for Macs and 52% for iPads. She also expects Apple to increase its dividend by 10% and expand its stock repurchase program by $60 billion.</p><p><blockquote>如果苹果把这一切都拼凑起来呢?摩根士丹利分析师凯蒂·休伯蒂(Katy Huberty)写道,苹果可能会超出华尔街的预期,她对该股给予跑赢大盘评级,目标价为158美元,较周一收盘价134.72美元上涨17%。她预计营收将超过800亿美元,所有细分市场同比至少增长19%。她尤其看好Mac和iPad的销量,预期远高于市场普遍预期——Mac销量为53%,iPad销量为52%。她还预计苹果将股息提高10%,并将股票回购计划扩大600亿美元。</blockquote></p><p> That would certainly qualify as a job well done.</p><p><blockquote>这当然是一项出色的工作。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/apple-could-blow-the-top-off-earningsagain-what-that-would-mean-for-the-stock-51619495288?mod=hp_DAY_Theme_1_2\">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":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-could-blow-the-top-off-earningsagain-what-that-would-mean-for-the-stock-51619495288?mod=hp_DAY_Theme_1_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179396069","content_text":"Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.\nThe buzz around Apple last year was off the charts, even for what is the buzziest of technology companies. Anticipation of the fall launch of the company’s first 5G phones, surging demand for both Macs and iPads as the pandemic rolled on, and strength in both wearables and services fed off each other. The pieces all came together in the December quarter, when Apple (ticker: AAPL) posted its biggest quarter ever. Sales soared 21% to $111.4 billion, more than $8 billion over the Street consensus. Every product category—iPhone, iPad, Macs, wearables, and services—notched double-digit growth. Apple stock finished the year up 81%, adding nearly $1 trillion to its market cap.\nThat’s a tough act to follow, particularly with the March quarter, which always slows from the holiday-boosted December quarter. But Apple could pull off the quintuple double again when its results come out after the bell Wednesday. The Street certainly thinks so, even if the market, which has pushed Apple shares up less than 2% in 2021, has been more cautious. Consensus estimates call for double-digit increases from last year across the board: iPhones sales up 43%, to $41.4 billion; iPad sales up 29%, to $5.6 billion; Mac sales of $6.8 billion, up 27%; wearables sales (mostly Apple Watch and AirPods) of $7.4 billion, up 18%; and a 16% bump in services, to $15.5 billion.\nOverall, the Street consensus expects sales of $77 billion, up 32% from a year ago, with profits of 98 cents a share. That would be the fastest top-line growth rate for any Apple quarter since March 2012, when revenues were about half what they are now. And most bullish Apple analysts seem to think their own estimates are too low—a print at $77 billion would likely trigger a selloff in the stock.\nApple is also expected to provide an update on its capital-allocation strategy. A year ago,the company announced a 6% dividend increase, and boosted its stock repurchase plan by $50 billion. Apple has said repeatedly that it is pushing to get to a cash neutral position, but its remarkably big cash flow has slowed progress toward that goal.\nAs always, the quarter is about more than just earnings.\nFor one, the Street will be looking for signs that the sales surge for Macs and iPads is sustainable—and that the company is keeping up with demand despite widespread chip and display shortages. Some investors worry that the spike in PC demand could ebb as more people return to schools and offices. They’ll be looking for company guidance on that point.\nAnother is the sustainability of the resurgence in iPhone growth. There were high hopes among bulls that the iPhone 12 would drive a “supercycle” with an accelerated replacement cycle. Several analysts have noted that a clear consumer preference for the high end of the iPhone 12 line is driving up average selling prices, which should support a strong revenue quarter for the segment.\n“Given the later-than-seasonal launch of new iPhones in the fall of 2020, we believe iPhone demand will experience more favorable year-over-year comparisons this March quarter compared to past years,” writes Monness Crespi Hardt’s Brian White, who sees 47% iPhone revenue growth during the quarter.\nAnd if Apple pulls it all together? Apple could crush Street estimates, writes Morgan Stanley analyst Katy Huberty, who has an Overweight rating and a $158 price target on the stock, up 17% from Monday’s close of $134.72. She sees the top line above $80 billion, with all segments growing at least 19% year over year. She is especially bullish on Mac and iPad sales, with estimates far above consensus—53% for Macs and 52% for iPads. She also expects Apple to increase its dividend by 10% and expand its stock repurchase program by $60 billion.\nThat would certainly qualify as a job well done.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150227684,"gmtCreate":1624916547548,"gmtModify":1631884557388,"author":{"id":"3581061044456313","authorId":"3581061044456313","name":"Mando88","avatar":"https://static.tigerbbs.com/f135e12e9726aa04a56e19e7f1991436","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581061044456313","idStr":"3581061044456313"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$Alphabet(GOOG)$</a>[保佑] [保佑] ","listText":"<a href=\"https://laohu8.com/S/GOOG\">$Alphabet(GOOG)$</a>[保佑] [保佑] ","text":"$Alphabet(GOOG)$[保佑] [保佑]","images":[{"img":"https://static.tigerbbs.com/e0fce9bddb5f825eaa9ee422c6fe9b6b","width":"1600","height":"2844"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/150227684","isVote":1,"tweetType":1,"viewCount":556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":867321659,"gmtCreate":1633219049088,"gmtModify":1633219049680,"author":{"id":"3581061044456313","authorId":"3581061044456313","name":"Mando88","avatar":"https://static.tigerbbs.com/f135e12e9726aa04a56e19e7f1991436","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581061044456313","idStr":"3581061044456313"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/KLAC\">$KLA-Tencor(KLAC)$</a>[保佑] [保佑] ","listText":"<a href=\"https://laohu8.com/S/KLAC\">$KLA-Tencor(KLAC)$</a>[保佑] [保佑] ","text":"$KLA-Tencor(KLAC)$[保佑] [保佑]","images":[{"img":"https://static.tigerbbs.com/3f96e9da4afe26d70da64a397c37ffe3","width":"1600","height":"2844"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/867321659","isVote":1,"tweetType":1,"viewCount":959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":137160977,"gmtCreate":1622329989599,"gmtModify":1631885078225,"author":{"id":"3581061044456313","authorId":"3581061044456313","name":"Mando88","avatar":"https://static.tigerbbs.com/f135e12e9726aa04a56e19e7f1991436","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581061044456313","idStr":"3581061044456313"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a>[贱笑] [贱笑] ","listText":"<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a>[贱笑] [贱笑] ","text":"$Walt Disney(DIS)$[贱笑] [贱笑]","images":[{"img":"https://static.tigerbbs.com/cc43cac638b2a9c0bbf731b24c4c7bad","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/137160977","isVote":1,"tweetType":1,"viewCount":1087,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":196355239,"gmtCreate":1621030691921,"gmtModify":1634194515747,"author":{"id":"3581061044456313","authorId":"3581061044456313","name":"Mando88","avatar":"https://static.tigerbbs.com/f135e12e9726aa04a56e19e7f1991436","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581061044456313","idStr":"3581061044456313"},"themes":[],"htmlText":"[强] [强] ","listText":"[强] [强] ","text":"[强] [强]","images":[{"img":"https://static.tigerbbs.com/26cd6c22160d409ac28c0d1141c68ea7","width":"1080","height":"2945"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/196355239","isVote":1,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":191340391,"gmtCreate":1620859959913,"gmtModify":1634195872877,"author":{"id":"3581061044456313","authorId":"3581061044456313","name":"Mando88","avatar":"https://static.tigerbbs.com/f135e12e9726aa04a56e19e7f1991436","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581061044456313","idStr":"3581061044456313"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>[呆住] [呆住] ","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>[呆住] [呆住] ","text":"$Apple(AAPL)$[呆住] [呆住]","images":[{"img":"https://static.tigerbbs.com/cad883b0fb4c1be70be009ec328fbf3f","width":"1600","height":"2844"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/191340391","isVote":1,"tweetType":1,"viewCount":886,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":107508129,"gmtCreate":1620519396261,"gmtModify":1634198345883,"author":{"id":"3581061044456313","authorId":"3581061044456313","name":"Mando88","avatar":"https://static.tigerbbs.com/f135e12e9726aa04a56e19e7f1991436","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581061044456313","idStr":"3581061044456313"},"themes":[],"htmlText":"Good article","listText":"Good article","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/107508129","repostId":"1173129939","repostType":4,"repost":{"id":"1173129939","kind":"news","pubTimestamp":1620452048,"share":"https://www.laohu8.com/m/news/1173129939?lang=zh_CN&edition=full","pubTime":"2021-05-08 13:34","market":"hk","language":"en","title":"U.S. auto part makers brace for a bumpy ride as chip shortage to intensify<blockquote>随着芯片短缺加剧,美国汽车零部件制造商将面临坎坷</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1173129939","media":"Nasdaq","summary":"By Ankit Ajmera\nMay 7 (Reuters)-U.S. auto parts suppliers warned of more production cuts at major au","content":"<p>By Ankit Ajmera</p><p><blockquote>作者:安基特·阿杰梅拉</blockquote></p><p> May 7 (Reuters)-U.S. auto parts suppliers warned of more production cuts at major automakers as a global semiconductor chip shortage worsens before easing in the second half of the year and aiding in a partial recovery of lost sales.</p><p><blockquote>路透5月7日-美国。汽车零部件供应商警告称,随着全球半导体芯片短缺问题恶化,主要汽车制造商将进一步减产,然后在下半年缓解并帮助部分恢复销售损失。</blockquote></p><p> The chip shortage came at an inopportune time for automakers as demand rebounded from pandemic lows due to low interest rates and consumers' preference for personal transport amid the health crisis.</p><p><blockquote>芯片短缺对汽车制造商来说来得不合时宜,因为由于低利率和消费者在健康危机中偏爱个人交通工具,需求从大流行低点反弹。</blockquote></p><p> \"We've embedded a 3% reduction in industry production to factor in what we're anticipating and expecting as further announced downtime that hasn't been publicly announced at this point,\" Lear CorpLEA.NChief Financial Officer Jason Cardew said on Friday.</p><p><blockquote>Lear Corple.n首席财务官Jason Cardew周五表示:“我们已将行业产量减少3%,以考虑到我们的预期和预期,即目前尚未公开宣布的进一步宣布的停机时间。”</blockquote></p><p> \"We have line of sight on a more meaningful reduction (in production) in the second quarter than IHS Markit and others are projecting,\" Cardew said.</p><p><blockquote>卡杜表示:“我们预计第二季度(产量)将比IHS Markit和其他公司预测的更有意义。”</blockquote></p><p> Ford Motor CoF.N, a major customer for Lear and peers including BorgWarnerBWA.Nand Magna InternationalMG.TO, has said the chip shortage would halve its vehicle output in the second quarter.</p><p><blockquote>福特汽车公司(Ford Motor CoF.N)是李尔以及博格华纳(BorgWarnerBWA.Nand)和麦格纳国际(Magna InternationalMG.TO)等同行的主要客户,该公司表示,芯片短缺将使其第二季度的汽车产量减半。</blockquote></p><p> Europe's VolkswagenVOWG_p.DE, another customer for the three suppliers, has said it is in \"crisis mode\" over the lack of badly needed automotive chips, with the shortage intensifying and hitting its profits in the second quarter.</p><p><blockquote>这三家供应商的另一个客户欧洲大众汽车VOWG_p.DE表示,由于缺乏急需的汽车芯片,该公司正处于“危机模式”,短缺加剧并影响了第二季度的利润。</blockquote></p><p> Lear, which makes automotive seating, cut its global vehicle production forecast to a 9% rise, from up to 12% it had predicted at the beginning of the year, while also expecting second-quarter revenue to fall 9% from the first.</p><p><blockquote>汽车座椅制造商李尔将全球汽车产量预期从年初预测的12%下调至9%,同时还预计第二季度收入将较第一季度下降9%。</blockquote></p><p> Auto suppliers also cautioned that the pain from the shortage could linger at least until the next year.</p><p><blockquote>汽车供应商还警告说,短缺带来的痛苦可能至少会持续到明年。</blockquote></p><p> \"We don't expect the supply/demand imbalance to fully recover to normalized levels until 2022,\" said Joseph Massaro, chief financial officer of AptivAPTV.N, a maker of advanced driver assistance systems, vehicle computers and high-voltage cabling.</p><p><blockquote>高级驾驶辅助系统、车载电脑和高压电缆制造商AptivAPTV.N首席财务官Joseph Massaro表示:“我们预计供需失衡要到2022年才能完全恢复到正常水平。”</blockquote></p><p> Auto suppliers are also grappling with pressure on their margins from rising costs of key inputs such as steel and copper.</p><p><blockquote>汽车供应商也在努力应对钢铁和铜等关键投入成本上升给利润率带来的压力。</blockquote></p><p> However, many expect to offset some of those costs as automaker customers focus on building higher margin, more profitable pickup trucks and sport utility vehicles.</p><p><blockquote>然而,许多人预计,随着汽车制造商客户专注于制造利润率更高、利润更高的皮卡车和运动型多用途车,这些成本将抵消部分成本。</blockquote></p><p> \"On the biggest raw material purchases, we have about 60% pass through with our customers,\" BorgWarner Chief Executive Officer Frederic Lissalde said.</p><p><blockquote>博格华纳首席执行官Frederic Lissalde表示:“在最大的原材料采购中,我们约60%是通过客户采购的。”</blockquote></p><p> Still, most suppliers have raised or reaffirmed their full-year financial outlooks, thanks to the better-than-expected performance in the first quarter.</p><p><blockquote>尽管如此,由于第一季度好于预期的表现,大多数供应商都上调或重申了全年财务前景。</blockquote></p><p> Analysts highlighted risks associated with the production outlooks from some suppliers as chip demand rises from other sectors such as enterprise, cloud and consumer electronics following speedy COVID-19 vaccinations and economies reopening.</p><p><blockquote>分析师强调了与一些供应商的生产前景相关的风险,因为随着COVID-19疫苗的快速接种和经济重新开放,企业、云和消费电子等其他行业的芯片需求上升。</blockquote></p><p> \"The question in my mind is can this (production loss) be made up later on in the year. And that's really an unknown,\" Magna Chief Financial Officer Vincent Galifi said.</p><p><blockquote>麦格纳首席财务官文森特·加利菲表示:“我心中的问题是,今年晚些时候能否弥补(产量损失)。这确实是一个未知数。”</blockquote></p><p></p>","source":"lsy1603171495471","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>U.S. auto part makers brace for a bumpy ride as chip shortage to intensify<blockquote>随着芯片短缺加剧,美国汽车零部件制造商将面临坎坷</blockquote></title>\n<style 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#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\">\nU.S. auto part makers brace for a bumpy ride as chip shortage to intensify<blockquote>随着芯片短缺加剧,美国汽车零部件制造商将面临坎坷</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Nasdaq</strong><span class=\"h-time small\">2021-05-08 13:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>By Ankit Ajmera</p><p><blockquote>作者:安基特·阿杰梅拉</blockquote></p><p> May 7 (Reuters)-U.S. auto parts suppliers warned of more production cuts at major automakers as a global semiconductor chip shortage worsens before easing in the second half of the year and aiding in a partial recovery of lost sales.</p><p><blockquote>路透5月7日-美国。汽车零部件供应商警告称,随着全球半导体芯片短缺问题恶化,主要汽车制造商将进一步减产,然后在下半年缓解并帮助部分恢复销售损失。</blockquote></p><p> The chip shortage came at an inopportune time for automakers as demand rebounded from pandemic lows due to low interest rates and consumers' preference for personal transport amid the health crisis.</p><p><blockquote>芯片短缺对汽车制造商来说来得不合时宜,因为由于低利率和消费者在健康危机中偏爱个人交通工具,需求从大流行低点反弹。</blockquote></p><p> \"We've embedded a 3% reduction in industry production to factor in what we're anticipating and expecting as further announced downtime that hasn't been publicly announced at this point,\" Lear CorpLEA.NChief Financial Officer Jason Cardew said on Friday.</p><p><blockquote>Lear Corple.n首席财务官Jason Cardew周五表示:“我们已将行业产量减少3%,以考虑到我们的预期和预期,即目前尚未公开宣布的进一步宣布的停机时间。”</blockquote></p><p> \"We have line of sight on a more meaningful reduction (in production) in the second quarter than IHS Markit and others are projecting,\" Cardew said.</p><p><blockquote>卡杜表示:“我们预计第二季度(产量)将比IHS Markit和其他公司预测的更有意义。”</blockquote></p><p> Ford Motor CoF.N, a major customer for Lear and peers including BorgWarnerBWA.Nand Magna InternationalMG.TO, has said the chip shortage would halve its vehicle output in the second quarter.</p><p><blockquote>福特汽车公司(Ford Motor CoF.N)是李尔以及博格华纳(BorgWarnerBWA.Nand)和麦格纳国际(Magna InternationalMG.TO)等同行的主要客户,该公司表示,芯片短缺将使其第二季度的汽车产量减半。</blockquote></p><p> Europe's VolkswagenVOWG_p.DE, another customer for the three suppliers, has said it is in \"crisis mode\" over the lack of badly needed automotive chips, with the shortage intensifying and hitting its profits in the second quarter.</p><p><blockquote>这三家供应商的另一个客户欧洲大众汽车VOWG_p.DE表示,由于缺乏急需的汽车芯片,该公司正处于“危机模式”,短缺加剧并影响了第二季度的利润。</blockquote></p><p> Lear, which makes automotive seating, cut its global vehicle production forecast to a 9% rise, from up to 12% it had predicted at the beginning of the year, while also expecting second-quarter revenue to fall 9% from the first.</p><p><blockquote>汽车座椅制造商李尔将全球汽车产量预期从年初预测的12%下调至9%,同时还预计第二季度收入将较第一季度下降9%。</blockquote></p><p> Auto suppliers also cautioned that the pain from the shortage could linger at least until the next year.</p><p><blockquote>汽车供应商还警告说,短缺带来的痛苦可能至少会持续到明年。</blockquote></p><p> \"We don't expect the supply/demand imbalance to fully recover to normalized levels until 2022,\" said Joseph Massaro, chief financial officer of AptivAPTV.N, a maker of advanced driver assistance systems, vehicle computers and high-voltage cabling.</p><p><blockquote>高级驾驶辅助系统、车载电脑和高压电缆制造商AptivAPTV.N首席财务官Joseph Massaro表示:“我们预计供需失衡要到2022年才能完全恢复到正常水平。”</blockquote></p><p> Auto suppliers are also grappling with pressure on their margins from rising costs of key inputs such as steel and copper.</p><p><blockquote>汽车供应商也在努力应对钢铁和铜等关键投入成本上升给利润率带来的压力。</blockquote></p><p> However, many expect to offset some of those costs as automaker customers focus on building higher margin, more profitable pickup trucks and sport utility vehicles.</p><p><blockquote>然而,许多人预计,随着汽车制造商客户专注于制造利润率更高、利润更高的皮卡车和运动型多用途车,这些成本将抵消部分成本。</blockquote></p><p> \"On the biggest raw material purchases, we have about 60% pass through with our customers,\" BorgWarner Chief Executive Officer Frederic Lissalde said.</p><p><blockquote>博格华纳首席执行官Frederic Lissalde表示:“在最大的原材料采购中,我们约60%是通过客户采购的。”</blockquote></p><p> Still, most suppliers have raised or reaffirmed their full-year financial outlooks, thanks to the better-than-expected performance in the first quarter.</p><p><blockquote>尽管如此,由于第一季度好于预期的表现,大多数供应商都上调或重申了全年财务前景。</blockquote></p><p> Analysts highlighted risks associated with the production outlooks from some suppliers as chip demand rises from other sectors such as enterprise, cloud and consumer electronics following speedy COVID-19 vaccinations and economies reopening.</p><p><blockquote>分析师强调了与一些供应商的生产前景相关的风险,因为随着COVID-19疫苗的快速接种和经济重新开放,企业、云和消费电子等其他行业的芯片需求上升。</blockquote></p><p> \"The question in my mind is can this (production loss) be made up later on in the year. And that's really an unknown,\" Magna Chief Financial Officer Vincent Galifi said.</p><p><blockquote>麦格纳首席财务官文森特·加利菲表示:“我心中的问题是,今年晚些时候能否弥补(产量损失)。这确实是一个未知数。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.nasdaq.com/articles/u.s.-auto-part-makers-brace-for-a-bumpy-ride-as-chip-shortage-to-intensify-2021-05-07\">Nasdaq</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":{"F":"福特汽车"},"source_url":"https://www.nasdaq.com/articles/u.s.-auto-part-makers-brace-for-a-bumpy-ride-as-chip-shortage-to-intensify-2021-05-07","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173129939","content_text":"By Ankit Ajmera\nMay 7 (Reuters)-U.S. auto parts suppliers warned of more production cuts at major automakers as a global semiconductor chip shortage worsens before easing in the second half of the year and aiding in a partial recovery of lost sales.\nThe chip shortage came at an inopportune time for automakers as demand rebounded from pandemic lows due to low interest rates and consumers' preference for personal transport amid the health crisis.\n\"We've embedded a 3% reduction in industry production to factor in what we're anticipating and expecting as further announced downtime that hasn't been publicly announced at this point,\" Lear CorpLEA.NChief Financial Officer Jason Cardew said on Friday.\n\"We have line of sight on a more meaningful reduction (in production) in the second quarter than IHS Markit and others are projecting,\" Cardew said.\nFord Motor CoF.N, a major customer for Lear and peers including BorgWarnerBWA.Nand Magna InternationalMG.TO, has said the chip shortage would halve its vehicle output in the second quarter.\nEurope's VolkswagenVOWG_p.DE, another customer for the three suppliers, has said it is in \"crisis mode\" over the lack of badly needed automotive chips, with the shortage intensifying and hitting its profits in the second quarter.\nLear, which makes automotive seating, cut its global vehicle production forecast to a 9% rise, from up to 12% it had predicted at the beginning of the year, while also expecting second-quarter revenue to fall 9% from the first.\nAuto suppliers also cautioned that the pain from the shortage could linger at least until the next year.\n\"We don't expect the supply/demand imbalance to fully recover to normalized levels until 2022,\" said Joseph Massaro, chief financial officer of AptivAPTV.N, a maker of advanced driver assistance systems, vehicle computers and high-voltage cabling.\nAuto suppliers are also grappling with pressure on their margins from rising costs of key inputs such as steel and copper.\nHowever, many expect to offset some of those costs as automaker customers focus on building higher margin, more profitable pickup trucks and sport utility vehicles.\n\"On the biggest raw material purchases, we have about 60% pass through with our customers,\" BorgWarner Chief Executive Officer Frederic Lissalde said.\nStill, most suppliers have raised or reaffirmed their full-year financial outlooks, thanks to the better-than-expected performance in the first quarter.\nAnalysts highlighted risks associated with the production outlooks from some suppliers as chip demand rises from other sectors such as enterprise, cloud and consumer electronics following speedy COVID-19 vaccinations and economies reopening.\n\"The question in my mind is can this (production loss) be made up later on in the year. And that's really an unknown,\" Magna Chief Financial Officer Vincent Galifi said.","news_type":1,"symbols_score_info":{"F":0.9}},"isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104775884,"gmtCreate":1620430968648,"gmtModify":1634198897215,"author":{"id":"3581061044456313","authorId":"3581061044456313","name":"Mando88","avatar":"https://static.tigerbbs.com/f135e12e9726aa04a56e19e7f1991436","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581061044456313","idStr":"3581061044456313"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/104775884","repostId":"1199435328","repostType":4,"isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376534833,"gmtCreate":1619136275222,"gmtModify":1634288329753,"author":{"id":"3581061044456313","authorId":"3581061044456313","name":"Mando88","avatar":"https://static.tigerbbs.com/f135e12e9726aa04a56e19e7f1991436","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581061044456313","idStr":"3581061044456313"},"themes":[],"htmlText":"Go AMD!","listText":"Go AMD!","text":"Go AMD!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/376534833","repostId":"1143429933","repostType":4,"repost":{"id":"1143429933","kind":"news","pubTimestamp":1619135800,"share":"https://www.laohu8.com/m/news/1143429933?lang=zh_CN&edition=full","pubTime":"2021-04-23 07:56","market":"us","language":"en","title":"Semiconductor Watchlist: AMD Shares Soar Amid Shortage<blockquote>半导体观察名单:AMD股价在短缺中飙升</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143429933","media":"The Street","summary":"See buy or sell recommendations for Nvidia, Qualcomm, Nxp, Broadcom, Taiwan Semiconductor, and more ","content":"<p>See buy or sell recommendations for Nvidia, Qualcomm, Nxp, Broadcom, Taiwan Semiconductor, and more semiconductor stocks.Chip shortages are only worsening in the auto sector, according to Jim Cramer, the founder of TheStreet. Cramer has been hyperfocused on the semiconductor sector as thechip shortage impacts the overall market.</p><p><blockquote>查看英伟达、高通、恩智浦、博通、台积电和更多半导体股票的买入或卖出建议。TheStreet创始人吉姆·克莱默(Jim Cramer)表示,汽车行业的芯片短缺只会恶化。克莱默一直高度关注半导体行业随着芯片短缺影响整体市场。</blockquote></p><p>This past week, President Joe Biden hosted a semiconductor summit at the White House to discuss the shortage impacting many industries, including the auto industry.</p><p><blockquote>上周,乔·拜登总统在白宫主持了一次半导体峰会,讨论影响包括汽车行业在内的许多行业的短缺问题。</blockquote></p><p>Cramer noted ina column for Real Money this past week, \"there simply aren't enough machines being made to create more chips, even as they are working pretty much around the clock to do so.\"</p><p><blockquote>克莱默上周在《Real Money》专栏中指出,“根本没有足够的机器来制造更多芯片,尽管它们几乎全天候工作。”</blockquote></p><p>\"You think that the stocks of Applied Materials (<b>AMAT</b>) -Get Report, KLA Corporation (<b>KLA</b>), and Lam Research (<b>LRCX</b>) -Get Report would be this high otherwise?\"he added.</p><p><blockquote>“你认为应用材料的股票(<b>阿马特</b>)-Get报告,KLA公司(<b>KLA</b>),以及泛林研究(<b>LRCX</b>)-否则Get报告会这么高?”他补充道。</blockquote></p><p>Lam Research reported record fiscal third-quarter results that beat analyst estimates on Wednesday. The semiconductor equipment maker reported adjusted earnings of $7.49 on revenues of $3.85 billion for its quarter ending in March. Analysts polled by FactSet were expecting adjusted earnings of $6.62 per share on revenues of $3.72 billion.</p><p><blockquote>泛林研究周三公布了创纪录的第三财季业绩,超出了分析师的预期。这家半导体设备制造商报告称,截至3月份的季度调整后收益为7.49美元,营收为38.5亿美元。FactSet调查的分析师预计调整后每股收益为6.62美元,营收为37.2亿美元。</blockquote></p><p>“Semiconductors are reaching new heights of strategic relevance, and Lam’s differentiated ability to meet our customers’ scaling challenges positions us well amid a strong wafer fabrication spending environment,\" said Tim Archer, Lam Research’s President, and Chief Executive Officer, in a statement.</p><p><blockquote>Lam Research总裁兼首席执行官蒂姆·阿彻(Tim Archer)在一份声明中表示:“半导体的战略相关性正在达到新的高度,而Lam满足客户扩展挑战的差异化能力使我们在强劲的晶圆制造支出环境中处于有利地位。”</blockquote></p><p>Earlier this past week, on<i>TheStreet Live</i>, Cramer said, \"We can't have people laid off or out of work because of GM (<b>GM</b>) -Get Report and Ford's (<b>F</b>) -Get Report problems with a few chip companies. I hope that President Biden lobbies for all the chip companies to make the chips that we need. It's time.\"</p><p><blockquote>上周早些时候,在<i>街头直播</i>,克莱默说,“我们不能因为通用汽车(<b>GM</b>)-获取报告和福特的(<b>F</b>)-获取一些芯片公司的报告问题。我希望拜登总统游说所有芯片公司制造我们需要的芯片。是时候了。”</blockquote></p><p><i>For more in-depth coverage of the semiconductor sector including trading recommendations and investment strategies,follow Eric Jhonsa on Real Money.</i></p><p><blockquote><i>有关半导体行业的更深入报道,包括交易建议和投资策略,请关注Eric Jhonsa的Real Money。</i></blockquote></p><p>Here is a list of the semiconductor stocks to watch and their performance by percentage change at the close of trading on Wednesday, Apr. 21:</p><p><blockquote>以下是值得关注的半导体股票列表及其截至4月21日星期三收盘时的百分比变化表现:</blockquote></p><p><b>Nvidia Corp | -0.46% 5-Day</b></p><p><blockquote><b>英伟达公司|-0.46%5天</b></blockquote></p><p>Nvidia (<b>NVDA</b>) -Get Report shares were pressured Monday after Oliver Dowden, the U.K.'s secretary of state for digital, culture, media, and sport, said regulators were intervening in thesemiconductor company's proposed acquisition of Arm Ltd.</p><p><blockquote>英伟达(<b>NVDA</b>)-英国数字、文化、媒体和体育大臣奥利弗·道登(Oliver Dowden)表示监管机构正在干预这家半导体公司收购Arm Ltd的提议后,Get报告周一股价承压。</blockquote></p><p>The British government is looking at the Santa Clara, Calif., company's proposed $40 billion purchase of the British chip designer from Softbank Group SFTBY due to national security concerns</p><p><blockquote>出于国家安全考虑,英国政府正在考虑这家位于加州圣克拉拉的公司提出的以400亿美元从软银集团SFTBY手中收购这家英国芯片设计公司的提议</blockquote></p><p>Nvidia shares at the last check were down 2.7% to $619.47, but the company has been on fire lately and has drawn the praise of analysts. For instance, Raymond James analysts recentlyraised their price target to $750from $700 as they eye a rebound in enterprise spending and Nvidia’s new chip.</p><p><blockquote>上次检查时,英伟达股价下跌2.7%,至619.47美元,但该公司最近表现火爆,并受到分析师的赞扬。例如,Raymond James分析师最近将目标价从700美元上调至750美元,因为他们关注企业支出和Nvidia新芯片的反弹。</blockquote></p><p>TheStreet Quant Ratings rates Nvidiaas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将Nvidia评级为买入,评级为B。</blockquote></p><p><b>Qualcomm | +0.51% 5-Day</b></p><p><blockquote><b>高通|+0.51%5天</b></blockquote></p><p>Qualcomm (<b>QCOM</b>) -Get Report was falling 2.8% to $134.30 Monday after analysts at Susquehannadowngraded shares of the chipmakerin a bearish note on the semiconductor sector.</p><p><blockquote>高通(<b>QCOM</b>)-Get Report周一下跌2.8%,至134.30美元,此前Susquehanna分析师在对半导体行业的看跌报告中下调了该芯片制造商的股票评级。</blockquote></p><p>Qualcomm was cut to neutral from positiveand its price target was also reduced to $155 a share from $175.</p><p><blockquote>高通从正面下调至中性,目标价也从每股175美元下调至155美元。</blockquote></p><p>The firm also said thatshortages in the semiconductor industrycould lead customers to accumulate inventory or double order, which could lead to over shipments that do not reflect true demand.</p><p><blockquote>该公司还表示,半导体行业的短缺可能会导致客户积累库存或重复订单,这可能会导致无法反映真实需求的过度出货。</blockquote></p><p>Qualcomm announced this past week that it will publish thefinancial results for its second-quarter fiscal 2021on Wednesday, Apr. 28.</p><p><blockquote>高通上周宣布,将于4月28日星期三发布2021财年第二季度财务业绩。</blockquote></p><p>TheStreet Quant Ratings rates Qualcommas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将高通评级为买入,评级为B。</blockquote></p><p><b>Nxp Semiconductors | +0.22% 5-Day</b></p><p><blockquote><b>恩智浦半导体|+0.22%5天</b></blockquote></p><p>Nxp Semiconductors (<b>NXPI</b>) -Get Report wasdowngraded to equal-weightfrom overweight by analysts at Morgan Stanley this past week. The investment firm raised its price target on the company to $213 a share from $190.</p><p><blockquote>恩智浦半导体(<b>NXPI</b>)-上周,摩根士丹利分析师将跑赢大盘的Get Report评级下调至同等权重。该投资公司将该公司的目标股价从每股190美元上调至213美元。</blockquote></p><p>Nxp has outperformed broad-based suppliers by 115%, according to Morgan Stanley, and the S&P 500 by 160%, driven by itsinclusion into the S&P index in March. That rise gives NXP less room to run higher.</p><p><blockquote>根据摩根士丹利的数据,恩智浦在3月份被纳入标准普尔指数的推动下,其表现优于基础广泛的供应商115%,优于标普500 160%。这一上涨使得恩智浦走高的空间较小。</blockquote></p><p>TheStreet Quant Ratings rates NXP Semiconductorsas a Buy with a rating score of B-.</p><p><blockquote>TheStreet Quant Ratings将恩智浦半导体评级为买入,评级为B-。</blockquote></p><p><b>Advanced Micro Devices | +3.23% 5-Day</b></p><p><blockquote><b>Advanced Micro Devices|+3.23%5天</b></blockquote></p><p>Advanced Micro Devices (<b>AMD</b>) -Get Report has been trading well, likely on the back of Nvidia’s momentum, according to TheStreet's Bret Kenwell.</p><p><blockquote>先进微设备公司(<b>AMD</b>)-据TheStreet的布雷特·肯威尔(Bret Kenwell)称,Get Report的交易表现良好,这可能得益于Nvidia的势头。</blockquote></p><p>The company announced this past week that it willreport first-quarter 2021 financial resultson Tuesday, Apr. 27 after the close of the market.</p><p><blockquote>该公司上周宣布,将于4月27日星期二收盘后公布2021年第一季度财务业绩。</blockquote></p><p>The chipmaker's $35 billion deal to acquire Xilinx (<b>XLNX</b>) -Get Report was beenapproved by shareholders of both chipmakers. Under the terms, AMD will pay 1.7234 shares for each Xilinx share.</p><p><blockquote>该芯片制造商以350亿美元收购Xilinx(<b>XLNX</b>)-Get报告已获得两家芯片制造商股东的批准。根据条款,AMD将为每股Xilinx股票支付1.7234股。</blockquote></p><p></p><p>TheStreet Quant Ratings rates AMD as a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将AMD评级为买入,评级为B。</blockquote></p><p><b>Intel | -1.24% 5-Day</b></p><p><blockquote><b>英特尔|-1.24%5天</b></blockquote></p><p>Officials from Intel (<b>INTC</b>) -Get Report, Microsoft (<b>MSFT</b>) -Get Report, Alphabet (<b>GOOGL</b>) -Get Report, and General Motors (<b>GM</b>) -Get Report met with the White House earlier this month to discuss the impact aglobal semiconductor shortageis having on U.S. manufacturers.</p><p><blockquote>英特尔官员(<b>INTC</b>)-获取报告,微软(<b>MSFT</b>)-获取报告,Alphabet(<b>GOOGL</b>)-获取报告,和通用汽车(<b>GM</b>)-Get Report本月早些时候与白宫会面,讨论全球半导体短缺对美国制造商的影响。</blockquote></p><p>Last month, Intel said it wouldbuild two new chip factoriesin Arizona, as the once-dominant chipmaker tries to regain momentum and favor in the U.S.</p><p><blockquote>上个月,英特尔表示将在亚利桑那州建造两家新的芯片工厂,这家曾经占据主导地位的芯片制造商试图在美国重新获得动力和青睐。</blockquote></p><p>The companyplans to evolve into both a designer and manufacturerand next-generation computer and smartphone chips while also developing a new business -- thanks in part to a development partnership with IBM (<b>IBM</b>) -Get Report -- that allows other companies to use its Arizona hub to make their own semiconductors.</p><p><blockquote>该公司计划发展成为下一代计算机和智能手机芯片的设计者和制造商,同时开发新业务——这在一定程度上要归功于与IBM的开发合作伙伴关系(<b>IBM</b>)-获取报告-允许其他公司使用其亚利桑那州中心制造自己的半导体。</blockquote></p><p>TheStreet Quant Ratings rates Intelas a Buy with a rating score of A-.</p><p><blockquote>TheStreet Quant Ratings将英特尔评级为买入,评级为A-。</blockquote></p><p><b>Taiwan Semiconductor Manufacturing | -3.43% 5-Day</b></p><p><blockquote><b>台积电|-3.43%5天</b></blockquote></p><p>Taiwan Semiconductor Manufacturing (<b>TSM</b>) -Get Report boosted its near-term investment plans on Mar. 31,pledging to spend $100 billionover the next three years to increase production capacity, including a previously-announced factory it will build in Arizona.</p><p><blockquote>台积电(<b>TSM</b>)-Get Report于3月31日提高了近期投资计划,承诺在未来三年内斥资1000亿美元提高产能,其中包括此前宣布将在亚利桑那州建设的一家工厂。</blockquote></p><p>The companyboosted how much it will spend on CAPEXfrom $28 billion to $30 billion.</p><p><blockquote>该公司将资本支出从280亿美元增加到300亿美元。</blockquote></p><p>\"You're in good shape there. I would buy it at these levels,\"Jim Cramer said of the company this past week.</p><p><blockquote>“你们的状况很好。我会在这个水平上购买它,”吉姆·克莱默上周谈到该公司时说道。</blockquote></p><p>TheStreet Quant Ratings rates TSMas a Buy with a rating score of A.</p><p><blockquote>TheStreet Quant Ratings将TSMA评级为买入,评级为A。</blockquote></p><p><b>Broadcom | -4.32% 5-Day</b></p><p><blockquote><b>博通|-4.32%5天</b></blockquote></p><p>Cramer said Wednesday that he's worried because some typically stable stocks such as Disney (<b>DIS</b>) -Get Report, Alphabet (<b>GOOGL</b>) -Get Report, and Broadcom (<b>AVGO</b>) -Get Report are down.\"We need those to reverse,\" he said.</p><p><blockquote>克莱默周三表示,他很担心,因为迪士尼等一些通常稳定的股票(<b>说</b>)-获取报告,Alphabet(<b>GOOGL</b>)-获取报告,以及Broadcom(<b>AVGO</b>)-获取报告已关闭。“我们需要扭转这些局面,”他说。</blockquote></p><p>Analysts at Deutsche Bank initiated coverage of the cybersecurity company CrowdStrike (<b>CRWD</b>) -Get Report with a buy rating and $265 price target. The firm expects CrowdStrike tocontinue to land big-name new clients like Broadcom.</p><p><blockquote>德意志银行分析师开始报道网络安全公司CrowdStrike(<b>CRWD</b>)-获取具有买入评级和265美元目标价的报告。该公司预计CrowdStrike将继续获得博通等知名新客户。</blockquote></p><p>TheStreet Quant Ratings rates Broadcomas a Buy with a rating score of A-.</p><p><blockquote>TheStreet Quant Ratings将Broadcomas评级为买入,评级为A-。</blockquote></p><p><b>Micron Technology | -1.86% 5-Day</b></p><p><blockquote><b>美光科技|-1.86%5天</b></blockquote></p><p>Micron Technology (<b>MU</b>) -Get Report reported fiscal-second-quarter revenue and adjusted earnings thatexceeded Wall Street estimates. The company's adjusted earnings more than doubled to 98 cents a share from 45 cents a share in the year-earlier period.</p><p><blockquote>美光科技(<b>穆</b>)-Get Report公布的第二财季收入和调整后收益超出了华尔街的预期。该公司调整后的收益从去年同期的每股45美分增长了一倍多,达到每股98美分。</blockquote></p><p>TheStreet Quant Ratings rates Micronas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将Micronas评为买入,评级为B。</blockquote></p><p><b>Texas Instruments | -1.37% 5-Day</b></p><p><blockquote><b>德州仪器|-1.37%5天</b></blockquote></p><p>Texas Instruments (<b>TXN</b>) -Get Report will webcast itsfirst-quarter 2021 earnings conference callon Tuesday, Apr. 27.</p><p><blockquote>德州仪器(<b>TXN</b>)-Get Report将于4月27日星期二网络直播其2021年第一季度收益电话会议。</blockquote></p><p>Rafael Lizardi, senior vice president, and chief financial officer, and Dave Pahl, vice president and head of Investor Relations, will discuss TI's financial results and answer questions from the investor audience.</p><p><blockquote>高级副总裁兼首席财务官Rafael Lizardi和副总裁兼投资者关系主管Dave Pahl将讨论TI的财务业绩并回答投资者观众的问题。</blockquote></p><p>TheStreet Quant Ratings rates Texas Instrumentsas a Buy with a rating score of A.</p><p><blockquote>TheStreet Quant Ratings将德州仪器评级为买入,评级为A。</blockquote></p><p></p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Semiconductor Watchlist: AMD Shares Soar Amid Shortage<blockquote>半导体观察名单:AMD股价在短缺中飙升</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSemiconductor Watchlist: AMD Shares Soar Amid Shortage<blockquote>半导体观察名单:AMD股价在短缺中飙升</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Street</strong><span class=\"h-time small\">2021-04-23 07:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>See buy or sell recommendations for Nvidia, Qualcomm, Nxp, Broadcom, Taiwan Semiconductor, and more semiconductor stocks.Chip shortages are only worsening in the auto sector, according to Jim Cramer, the founder of TheStreet. Cramer has been hyperfocused on the semiconductor sector as thechip shortage impacts the overall market.</p><p><blockquote>查看英伟达、高通、恩智浦、博通、台积电和更多半导体股票的买入或卖出建议。TheStreet创始人吉姆·克莱默(Jim Cramer)表示,汽车行业的芯片短缺只会恶化。克莱默一直高度关注半导体行业随着芯片短缺影响整体市场。</blockquote></p><p>This past week, President Joe Biden hosted a semiconductor summit at the White House to discuss the shortage impacting many industries, including the auto industry.</p><p><blockquote>上周,乔·拜登总统在白宫主持了一次半导体峰会,讨论影响包括汽车行业在内的许多行业的短缺问题。</blockquote></p><p>Cramer noted ina column for Real Money this past week, \"there simply aren't enough machines being made to create more chips, even as they are working pretty much around the clock to do so.\"</p><p><blockquote>克莱默上周在《Real Money》专栏中指出,“根本没有足够的机器来制造更多芯片,尽管它们几乎全天候工作。”</blockquote></p><p>\"You think that the stocks of Applied Materials (<b>AMAT</b>) -Get Report, KLA Corporation (<b>KLA</b>), and Lam Research (<b>LRCX</b>) -Get Report would be this high otherwise?\"he added.</p><p><blockquote>“你认为应用材料的股票(<b>阿马特</b>)-Get报告,KLA公司(<b>KLA</b>),以及泛林研究(<b>LRCX</b>)-否则Get报告会这么高?”他补充道。</blockquote></p><p>Lam Research reported record fiscal third-quarter results that beat analyst estimates on Wednesday. The semiconductor equipment maker reported adjusted earnings of $7.49 on revenues of $3.85 billion for its quarter ending in March. Analysts polled by FactSet were expecting adjusted earnings of $6.62 per share on revenues of $3.72 billion.</p><p><blockquote>泛林研究周三公布了创纪录的第三财季业绩,超出了分析师的预期。这家半导体设备制造商报告称,截至3月份的季度调整后收益为7.49美元,营收为38.5亿美元。FactSet调查的分析师预计调整后每股收益为6.62美元,营收为37.2亿美元。</blockquote></p><p>“Semiconductors are reaching new heights of strategic relevance, and Lam’s differentiated ability to meet our customers’ scaling challenges positions us well amid a strong wafer fabrication spending environment,\" said Tim Archer, Lam Research’s President, and Chief Executive Officer, in a statement.</p><p><blockquote>Lam Research总裁兼首席执行官蒂姆·阿彻(Tim Archer)在一份声明中表示:“半导体的战略相关性正在达到新的高度,而Lam满足客户扩展挑战的差异化能力使我们在强劲的晶圆制造支出环境中处于有利地位。”</blockquote></p><p>Earlier this past week, on<i>TheStreet Live</i>, Cramer said, \"We can't have people laid off or out of work because of GM (<b>GM</b>) -Get Report and Ford's (<b>F</b>) -Get Report problems with a few chip companies. I hope that President Biden lobbies for all the chip companies to make the chips that we need. It's time.\"</p><p><blockquote>上周早些时候,在<i>街头直播</i>,克莱默说,“我们不能因为通用汽车(<b>GM</b>)-获取报告和福特的(<b>F</b>)-获取一些芯片公司的报告问题。我希望拜登总统游说所有芯片公司制造我们需要的芯片。是时候了。”</blockquote></p><p><i>For more in-depth coverage of the semiconductor sector including trading recommendations and investment strategies,follow Eric Jhonsa on Real Money.</i></p><p><blockquote><i>有关半导体行业的更深入报道,包括交易建议和投资策略,请关注Eric Jhonsa的Real Money。</i></blockquote></p><p>Here is a list of the semiconductor stocks to watch and their performance by percentage change at the close of trading on Wednesday, Apr. 21:</p><p><blockquote>以下是值得关注的半导体股票列表及其截至4月21日星期三收盘时的百分比变化表现:</blockquote></p><p><b>Nvidia Corp | -0.46% 5-Day</b></p><p><blockquote><b>英伟达公司|-0.46%5天</b></blockquote></p><p>Nvidia (<b>NVDA</b>) -Get Report shares were pressured Monday after Oliver Dowden, the U.K.'s secretary of state for digital, culture, media, and sport, said regulators were intervening in thesemiconductor company's proposed acquisition of Arm Ltd.</p><p><blockquote>英伟达(<b>NVDA</b>)-英国数字、文化、媒体和体育大臣奥利弗·道登(Oliver Dowden)表示监管机构正在干预这家半导体公司收购Arm Ltd的提议后,Get报告周一股价承压。</blockquote></p><p>The British government is looking at the Santa Clara, Calif., company's proposed $40 billion purchase of the British chip designer from Softbank Group SFTBY due to national security concerns</p><p><blockquote>出于国家安全考虑,英国政府正在考虑这家位于加州圣克拉拉的公司提出的以400亿美元从软银集团SFTBY手中收购这家英国芯片设计公司的提议</blockquote></p><p>Nvidia shares at the last check were down 2.7% to $619.47, but the company has been on fire lately and has drawn the praise of analysts. For instance, Raymond James analysts recentlyraised their price target to $750from $700 as they eye a rebound in enterprise spending and Nvidia’s new chip.</p><p><blockquote>上次检查时,英伟达股价下跌2.7%,至619.47美元,但该公司最近表现火爆,并受到分析师的赞扬。例如,Raymond James分析师最近将目标价从700美元上调至750美元,因为他们关注企业支出和Nvidia新芯片的反弹。</blockquote></p><p>TheStreet Quant Ratings rates Nvidiaas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将Nvidia评级为买入,评级为B。</blockquote></p><p><b>Qualcomm | +0.51% 5-Day</b></p><p><blockquote><b>高通|+0.51%5天</b></blockquote></p><p>Qualcomm (<b>QCOM</b>) -Get Report was falling 2.8% to $134.30 Monday after analysts at Susquehannadowngraded shares of the chipmakerin a bearish note on the semiconductor sector.</p><p><blockquote>高通(<b>QCOM</b>)-Get Report周一下跌2.8%,至134.30美元,此前Susquehanna分析师在对半导体行业的看跌报告中下调了该芯片制造商的股票评级。</blockquote></p><p>Qualcomm was cut to neutral from positiveand its price target was also reduced to $155 a share from $175.</p><p><blockquote>高通从正面下调至中性,目标价也从每股175美元下调至155美元。</blockquote></p><p>The firm also said thatshortages in the semiconductor industrycould lead customers to accumulate inventory or double order, which could lead to over shipments that do not reflect true demand.</p><p><blockquote>该公司还表示,半导体行业的短缺可能会导致客户积累库存或重复订单,这可能会导致无法反映真实需求的过度出货。</blockquote></p><p>Qualcomm announced this past week that it will publish thefinancial results for its second-quarter fiscal 2021on Wednesday, Apr. 28.</p><p><blockquote>高通上周宣布,将于4月28日星期三发布2021财年第二季度财务业绩。</blockquote></p><p>TheStreet Quant Ratings rates Qualcommas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将高通评级为买入,评级为B。</blockquote></p><p><b>Nxp Semiconductors | +0.22% 5-Day</b></p><p><blockquote><b>恩智浦半导体|+0.22%5天</b></blockquote></p><p>Nxp Semiconductors (<b>NXPI</b>) -Get Report wasdowngraded to equal-weightfrom overweight by analysts at Morgan Stanley this past week. The investment firm raised its price target on the company to $213 a share from $190.</p><p><blockquote>恩智浦半导体(<b>NXPI</b>)-上周,摩根士丹利分析师将跑赢大盘的Get Report评级下调至同等权重。该投资公司将该公司的目标股价从每股190美元上调至213美元。</blockquote></p><p>Nxp has outperformed broad-based suppliers by 115%, according to Morgan Stanley, and the S&P 500 by 160%, driven by itsinclusion into the S&P index in March. That rise gives NXP less room to run higher.</p><p><blockquote>根据摩根士丹利的数据,恩智浦在3月份被纳入标准普尔指数的推动下,其表现优于基础广泛的供应商115%,优于标普500 160%。这一上涨使得恩智浦走高的空间较小。</blockquote></p><p>TheStreet Quant Ratings rates NXP Semiconductorsas a Buy with a rating score of B-.</p><p><blockquote>TheStreet Quant Ratings将恩智浦半导体评级为买入,评级为B-。</blockquote></p><p><b>Advanced Micro Devices | +3.23% 5-Day</b></p><p><blockquote><b>Advanced Micro Devices|+3.23%5天</b></blockquote></p><p>Advanced Micro Devices (<b>AMD</b>) -Get Report has been trading well, likely on the back of Nvidia’s momentum, according to TheStreet's Bret Kenwell.</p><p><blockquote>先进微设备公司(<b>AMD</b>)-据TheStreet的布雷特·肯威尔(Bret Kenwell)称,Get Report的交易表现良好,这可能得益于Nvidia的势头。</blockquote></p><p>The company announced this past week that it willreport first-quarter 2021 financial resultson Tuesday, Apr. 27 after the close of the market.</p><p><blockquote>该公司上周宣布,将于4月27日星期二收盘后公布2021年第一季度财务业绩。</blockquote></p><p>The chipmaker's $35 billion deal to acquire Xilinx (<b>XLNX</b>) -Get Report was beenapproved by shareholders of both chipmakers. Under the terms, AMD will pay 1.7234 shares for each Xilinx share.</p><p><blockquote>该芯片制造商以350亿美元收购Xilinx(<b>XLNX</b>)-Get报告已获得两家芯片制造商股东的批准。根据条款,AMD将为每股Xilinx股票支付1.7234股。</blockquote></p><p></p><p>TheStreet Quant Ratings rates AMD as a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将AMD评级为买入,评级为B。</blockquote></p><p><b>Intel | -1.24% 5-Day</b></p><p><blockquote><b>英特尔|-1.24%5天</b></blockquote></p><p>Officials from Intel (<b>INTC</b>) -Get Report, Microsoft (<b>MSFT</b>) -Get Report, Alphabet (<b>GOOGL</b>) -Get Report, and General Motors (<b>GM</b>) -Get Report met with the White House earlier this month to discuss the impact aglobal semiconductor shortageis having on U.S. manufacturers.</p><p><blockquote>英特尔官员(<b>INTC</b>)-获取报告,微软(<b>MSFT</b>)-获取报告,Alphabet(<b>GOOGL</b>)-获取报告,和通用汽车(<b>GM</b>)-Get Report本月早些时候与白宫会面,讨论全球半导体短缺对美国制造商的影响。</blockquote></p><p>Last month, Intel said it wouldbuild two new chip factoriesin Arizona, as the once-dominant chipmaker tries to regain momentum and favor in the U.S.</p><p><blockquote>上个月,英特尔表示将在亚利桑那州建造两家新的芯片工厂,这家曾经占据主导地位的芯片制造商试图在美国重新获得动力和青睐。</blockquote></p><p>The companyplans to evolve into both a designer and manufacturerand next-generation computer and smartphone chips while also developing a new business -- thanks in part to a development partnership with IBM (<b>IBM</b>) -Get Report -- that allows other companies to use its Arizona hub to make their own semiconductors.</p><p><blockquote>该公司计划发展成为下一代计算机和智能手机芯片的设计者和制造商,同时开发新业务——这在一定程度上要归功于与IBM的开发合作伙伴关系(<b>IBM</b>)-获取报告-允许其他公司使用其亚利桑那州中心制造自己的半导体。</blockquote></p><p>TheStreet Quant Ratings rates Intelas a Buy with a rating score of A-.</p><p><blockquote>TheStreet Quant Ratings将英特尔评级为买入,评级为A-。</blockquote></p><p><b>Taiwan Semiconductor Manufacturing | -3.43% 5-Day</b></p><p><blockquote><b>台积电|-3.43%5天</b></blockquote></p><p>Taiwan Semiconductor Manufacturing (<b>TSM</b>) -Get Report boosted its near-term investment plans on Mar. 31,pledging to spend $100 billionover the next three years to increase production capacity, including a previously-announced factory it will build in Arizona.</p><p><blockquote>台积电(<b>TSM</b>)-Get Report于3月31日提高了近期投资计划,承诺在未来三年内斥资1000亿美元提高产能,其中包括此前宣布将在亚利桑那州建设的一家工厂。</blockquote></p><p>The companyboosted how much it will spend on CAPEXfrom $28 billion to $30 billion.</p><p><blockquote>该公司将资本支出从280亿美元增加到300亿美元。</blockquote></p><p>\"You're in good shape there. I would buy it at these levels,\"Jim Cramer said of the company this past week.</p><p><blockquote>“你们的状况很好。我会在这个水平上购买它,”吉姆·克莱默上周谈到该公司时说道。</blockquote></p><p>TheStreet Quant Ratings rates TSMas a Buy with a rating score of A.</p><p><blockquote>TheStreet Quant Ratings将TSMA评级为买入,评级为A。</blockquote></p><p><b>Broadcom | -4.32% 5-Day</b></p><p><blockquote><b>博通|-4.32%5天</b></blockquote></p><p>Cramer said Wednesday that he's worried because some typically stable stocks such as Disney (<b>DIS</b>) -Get Report, Alphabet (<b>GOOGL</b>) -Get Report, and Broadcom (<b>AVGO</b>) -Get Report are down.\"We need those to reverse,\" he said.</p><p><blockquote>克莱默周三表示,他很担心,因为迪士尼等一些通常稳定的股票(<b>说</b>)-获取报告,Alphabet(<b>GOOGL</b>)-获取报告,以及Broadcom(<b>AVGO</b>)-获取报告已关闭。“我们需要扭转这些局面,”他说。</blockquote></p><p>Analysts at Deutsche Bank initiated coverage of the cybersecurity company CrowdStrike (<b>CRWD</b>) -Get Report with a buy rating and $265 price target. The firm expects CrowdStrike tocontinue to land big-name new clients like Broadcom.</p><p><blockquote>德意志银行分析师开始报道网络安全公司CrowdStrike(<b>CRWD</b>)-获取具有买入评级和265美元目标价的报告。该公司预计CrowdStrike将继续获得博通等知名新客户。</blockquote></p><p>TheStreet Quant Ratings rates Broadcomas a Buy with a rating score of A-.</p><p><blockquote>TheStreet Quant Ratings将Broadcomas评级为买入,评级为A-。</blockquote></p><p><b>Micron Technology | -1.86% 5-Day</b></p><p><blockquote><b>美光科技|-1.86%5天</b></blockquote></p><p>Micron Technology (<b>MU</b>) -Get Report reported fiscal-second-quarter revenue and adjusted earnings thatexceeded Wall Street estimates. The company's adjusted earnings more than doubled to 98 cents a share from 45 cents a share in the year-earlier period.</p><p><blockquote>美光科技(<b>穆</b>)-Get Report公布的第二财季收入和调整后收益超出了华尔街的预期。该公司调整后的收益从去年同期的每股45美分增长了一倍多,达到每股98美分。</blockquote></p><p>TheStreet Quant Ratings rates Micronas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将Micronas评为买入,评级为B。</blockquote></p><p><b>Texas Instruments | -1.37% 5-Day</b></p><p><blockquote><b>德州仪器|-1.37%5天</b></blockquote></p><p>Texas Instruments (<b>TXN</b>) -Get Report will webcast itsfirst-quarter 2021 earnings conference callon Tuesday, Apr. 27.</p><p><blockquote>德州仪器(<b>TXN</b>)-Get Report将于4月27日星期二网络直播其2021年第一季度收益电话会议。</blockquote></p><p>Rafael Lizardi, senior vice president, and chief financial officer, and Dave Pahl, vice president and head of Investor Relations, will discuss TI's financial results and answer questions from the investor audience.</p><p><blockquote>高级副总裁兼首席财务官Rafael Lizardi和副总裁兼投资者关系主管Dave Pahl将讨论TI的财务业绩并回答投资者观众的问题。</blockquote></p><p>TheStreet Quant Ratings rates Texas Instrumentsas a Buy with a rating score of A.</p><p><blockquote>TheStreet Quant Ratings将德州仪器评级为买入,评级为A。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.thestreet.com/investing/semiconductor-watchlist-amd-shares-soar-amid-shortage\">The Street</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":{"NXPI":"恩智浦","TXN":"德州仪器","NVDA":"英伟达","TSM":"台积电","AMD":"美国超微公司","MU":"美光科技","QCOM":"高通","INTC":"英特尔"},"source_url":"https://www.thestreet.com/investing/semiconductor-watchlist-amd-shares-soar-amid-shortage","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143429933","content_text":"See buy or sell recommendations for Nvidia, Qualcomm, Nxp, Broadcom, Taiwan Semiconductor, and more semiconductor stocks.Chip shortages are only worsening in the auto sector, according to Jim Cramer, the founder of TheStreet. Cramer has been hyperfocused on the semiconductor sector as thechip shortage impacts the overall market.This past week, President Joe Biden hosted a semiconductor summit at the White House to discuss the shortage impacting many industries, including the auto industry.Cramer noted ina column for Real Money this past week, \"there simply aren't enough machines being made to create more chips, even as they are working pretty much around the clock to do so.\"\"You think that the stocks of Applied Materials (AMAT) -Get Report, KLA Corporation (KLA), and Lam Research (LRCX) -Get Report would be this high otherwise?\"he added.Lam Research reported record fiscal third-quarter results that beat analyst estimates on Wednesday. The semiconductor equipment maker reported adjusted earnings of $7.49 on revenues of $3.85 billion for its quarter ending in March. Analysts polled by FactSet were expecting adjusted earnings of $6.62 per share on revenues of $3.72 billion.“Semiconductors are reaching new heights of strategic relevance, and Lam’s differentiated ability to meet our customers’ scaling challenges positions us well amid a strong wafer fabrication spending environment,\" said Tim Archer, Lam Research’s President, and Chief Executive Officer, in a statement.Earlier this past week, onTheStreet Live, Cramer said, \"We can't have people laid off or out of work because of GM (GM) -Get Report and Ford's (F) -Get Report problems with a few chip companies. I hope that President Biden lobbies for all the chip companies to make the chips that we need. It's time.\"For more in-depth coverage of the semiconductor sector including trading recommendations and investment strategies,follow Eric Jhonsa on Real Money.Here is a list of the semiconductor stocks to watch and their performance by percentage change at the close of trading on Wednesday, Apr. 21:Nvidia Corp | -0.46% 5-DayNvidia (NVDA) -Get Report shares were pressured Monday after Oliver Dowden, the U.K.'s secretary of state for digital, culture, media, and sport, said regulators were intervening in thesemiconductor company's proposed acquisition of Arm Ltd.The British government is looking at the Santa Clara, Calif., company's proposed $40 billion purchase of the British chip designer from Softbank Group SFTBY due to national security concernsNvidia shares at the last check were down 2.7% to $619.47, but the company has been on fire lately and has drawn the praise of analysts. For instance, Raymond James analysts recentlyraised their price target to $750from $700 as they eye a rebound in enterprise spending and Nvidia’s new chip.TheStreet Quant Ratings rates Nvidiaas a Buy with a rating score of B.Qualcomm | +0.51% 5-DayQualcomm (QCOM) -Get Report was falling 2.8% to $134.30 Monday after analysts at Susquehannadowngraded shares of the chipmakerin a bearish note on the semiconductor sector.Qualcomm was cut to neutral from positiveand its price target was also reduced to $155 a share from $175.The firm also said thatshortages in the semiconductor industrycould lead customers to accumulate inventory or double order, which could lead to over shipments that do not reflect true demand.Qualcomm announced this past week that it will publish thefinancial results for its second-quarter fiscal 2021on Wednesday, Apr. 28.TheStreet Quant Ratings rates Qualcommas a Buy with a rating score of B.Nxp Semiconductors | +0.22% 5-DayNxp Semiconductors (NXPI) -Get Report wasdowngraded to equal-weightfrom overweight by analysts at Morgan Stanley this past week. The investment firm raised its price target on the company to $213 a share from $190.Nxp has outperformed broad-based suppliers by 115%, according to Morgan Stanley, and the S&P 500 by 160%, driven by itsinclusion into the S&P index in March. That rise gives NXP less room to run higher.TheStreet Quant Ratings rates NXP Semiconductorsas a Buy with a rating score of B-.Advanced Micro Devices | +3.23% 5-DayAdvanced Micro Devices (AMD) -Get Report has been trading well, likely on the back of Nvidia’s momentum, according to TheStreet's Bret Kenwell.The company announced this past week that it willreport first-quarter 2021 financial resultson Tuesday, Apr. 27 after the close of the market.The chipmaker's $35 billion deal to acquire Xilinx (XLNX) -Get Report was beenapproved by shareholders of both chipmakers. Under the terms, AMD will pay 1.7234 shares for each Xilinx share.TheStreet Quant Ratings rates AMD as a Buy with a rating score of B.Intel | -1.24% 5-DayOfficials from Intel (INTC) -Get Report, Microsoft (MSFT) -Get Report, Alphabet (GOOGL) -Get Report, and General Motors (GM) -Get Report met with the White House earlier this month to discuss the impact aglobal semiconductor shortageis having on U.S. manufacturers.Last month, Intel said it wouldbuild two new chip factoriesin Arizona, as the once-dominant chipmaker tries to regain momentum and favor in the U.S.The companyplans to evolve into both a designer and manufacturerand next-generation computer and smartphone chips while also developing a new business -- thanks in part to a development partnership with IBM (IBM) -Get Report -- that allows other companies to use its Arizona hub to make their own semiconductors.TheStreet Quant Ratings rates Intelas a Buy with a rating score of A-.Taiwan Semiconductor Manufacturing | -3.43% 5-DayTaiwan Semiconductor Manufacturing (TSM) -Get Report boosted its near-term investment plans on Mar. 31,pledging to spend $100 billionover the next three years to increase production capacity, including a previously-announced factory it will build in Arizona.The companyboosted how much it will spend on CAPEXfrom $28 billion to $30 billion.\"You're in good shape there. I would buy it at these levels,\"Jim Cramer said of the company this past week.TheStreet Quant Ratings rates TSMas a Buy with a rating score of A.Broadcom | -4.32% 5-DayCramer said Wednesday that he's worried because some typically stable stocks such as Disney (DIS) -Get Report, Alphabet (GOOGL) -Get Report, and Broadcom (AVGO) -Get Report are down.\"We need those to reverse,\" he said.Analysts at Deutsche Bank initiated coverage of the cybersecurity company CrowdStrike (CRWD) -Get Report with a buy rating and $265 price target. The firm expects CrowdStrike tocontinue to land big-name new clients like Broadcom.TheStreet Quant Ratings rates Broadcomas a Buy with a rating score of A-.Micron Technology | -1.86% 5-DayMicron Technology (MU) -Get Report reported fiscal-second-quarter revenue and adjusted earnings thatexceeded Wall Street estimates. The company's adjusted earnings more than doubled to 98 cents a share from 45 cents a share in the year-earlier period.TheStreet Quant Ratings rates Micronas a Buy with a rating score of B.Texas Instruments | -1.37% 5-DayTexas Instruments (TXN) -Get Report will webcast itsfirst-quarter 2021 earnings conference callon Tuesday, Apr. 27.Rafael Lizardi, senior vice president, and chief financial officer, and Dave Pahl, vice president and head of Investor Relations, will discuss TI's financial results and answer questions from the investor audience.TheStreet Quant Ratings rates Texas Instrumentsas a Buy with a rating score of A.","news_type":1,"symbols_score_info":{"NXPI":0.9,"QCOM":0.9,"MU":0.9,"NVDA":0.9,"AMD":0.9,"TXN":0.9,"INTC":0.9,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811091728,"gmtCreate":1630274935864,"gmtModify":1704957539155,"author":{"id":"3581061044456313","authorId":"3581061044456313","name":"Mando88","avatar":"https://static.tigerbbs.com/f135e12e9726aa04a56e19e7f1991436","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581061044456313","idStr":"3581061044456313"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$Alphabet(GOOG)$</a>[保佑] [保佑] ","listText":"<a href=\"https://laohu8.com/S/GOOG\">$Alphabet(GOOG)$</a>[保佑] [保佑] ","text":"$Alphabet(GOOG)$[保佑] 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[保佑]","images":[{"img":"https://static.tigerbbs.com/62032b14aeb5a420c9241f240d6ff387","width":"1600","height":"2844"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/833665871","isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":155227896,"gmtCreate":1625441663415,"gmtModify":1633940764369,"author":{"id":"3581061044456313","authorId":"3581061044456313","name":"Mando88","avatar":"https://static.tigerbbs.com/f135e12e9726aa04a56e19e7f1991436","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581061044456313","idStr":"3581061044456313"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>[保佑] [保佑] ","listText":"<a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>[保佑] [保佑] ","text":"$Microsoft(MSFT)$[保佑] [保佑]","images":[{"img":"https://static.tigerbbs.com/3e9adb93e4b9492b150a05be26674223","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/155227896","isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":164593462,"gmtCreate":1624226699556,"gmtModify":1634009405236,"author":{"id":"3581061044456313","authorId":"3581061044456313","name":"Mando88","avatar":"https://static.tigerbbs.com/f135e12e9726aa04a56e19e7f1991436","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581061044456313","idStr":"3581061044456313"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>[保佑] [保佑] ","listText":"<a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>[保佑] [保佑] ","text":"$Microsoft(MSFT)$[保佑] [保佑]","images":[{"img":"https://static.tigerbbs.com/325144de59a89552866f4d7cf89ab540","width":"1600","height":"2844"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/164593462","isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":196354664,"gmtCreate":1621030768258,"gmtModify":1634194514932,"author":{"id":"3581061044456313","authorId":"3581061044456313","name":"Mando88","avatar":"https://static.tigerbbs.com/f135e12e9726aa04a56e19e7f1991436","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581061044456313","idStr":"3581061044456313"},"themes":[],"htmlText":"Great day today","listText":"Great day today","text":"Great day today","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/196354664","repostId":"1185220705","repostType":4,"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104738286,"gmtCreate":1620422939045,"gmtModify":1634198950930,"author":{"id":"3581061044456313","authorId":"3581061044456313","name":"Mando88","avatar":"https://static.tigerbbs.com/f135e12e9726aa04a56e19e7f1991436","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581061044456313","idStr":"3581061044456313"},"themes":[],"htmlText":"Yes trading with crypto is not for novice","listText":"Yes trading with crypto is not for novice","text":"Yes trading with crypto is not for novice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/104738286","repostId":"1185474113","repostType":4,"isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":102705115,"gmtCreate":1620249582537,"gmtModify":1634206755472,"author":{"id":"3581061044456313","authorId":"3581061044456313","name":"Mando88","avatar":"https://static.tigerbbs.com/f135e12e9726aa04a56e19e7f1991436","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581061044456313","idStr":"3581061044456313"},"themes":[],"htmlText":"Amazon continues to amaze","listText":"Amazon continues to amaze","text":"Amazon continues to amaze","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/102705115","repostId":"2133584525","repostType":4,"isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}