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TKLY

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2021-08-13

😊😊😊

2021-08-12

$Apple(AAPL)$😀😀😀😀

2021-08-11

😀😀😀

2021-08-09

$Apple(AAPL)$😀😀😀😀

2021-08-09

😀😀😀😀

2021-08-08

[开心] [开心] [开心]

2021-08-04

Oh....

抱歉，原内容已删除

2021-08-03

Wow...

The rising AMD is getting aggressive<blockquote>崛起的 AMD 变得咄咄逼人</blockquote>

2021-08-03

[财迷] [财迷]

Google sets all-time records as search and YouTube profits soar<blockquote>搜索和 YouTube 利润飙升，谷歌创下历史纪录</blockquote>

2021-08-03

Oh yeah..

‘Jungle Cruise’ Debut a Boon for Disney+. What That Means for Cinema Stocks.<blockquote>《丛林巡游》的首映为 Disney+ 带来了福音。这对电影股意味着什么。</blockquote>

2021-08-03

Oh...

抱歉，原内容已删除

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[开心] [开心]","images":[{"img":"https://static.tigerbbs.com/b8c049bbdfc6cf5e239df2738d10446b","width":"1080","height":"2579"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891499739","isVote":1,"tweetType":1,"viewCount":3361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":807207922,"gmtCreate":1628037500566,"gmtModify":1633754206024,"author":{"id":"4091075550137460","authorId":"4091075550137460","name":"TKLY","avatar":"https://static.tigerbbs.com/65cd0539177361966940661e8cc54ef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091075550137460","idStr":"4091075550137460"},"themes":[],"title":"","htmlText":"Oh....","listText":"Oh....","text":"Oh....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807207922","repostId":"2156878121","repostType":4,"isVote":1,"tweetType":1,"viewCount":2518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807010197,"gmtCreate":1627988357119,"gmtModify":1633754636118,"author":{"id":"4091075550137460","authorId":"4091075550137460","name":"TKLY","avatar":"https://static.tigerbbs.com/65cd0539177361966940661e8cc54ef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091075550137460","idStr":"4091075550137460"},"themes":[],"title":"","htmlText":"Wow...","listText":"Wow...","text":"Wow...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807010197","repostId":"1109177267","repostType":4,"repost":{"id":"1109177267","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627987064,"share":"https://www.laohunote.com/m/news/1109177267?lang=zh_CN&edition=full","pubTime":"2021-08-03 18:37","market":"us","language":"en","title":"The rising AMD is getting aggressive<blockquote>崛起的 AMD 变得咄咄逼人</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109177267","media":"Tiger Newspress","summary":"Advanced Micro Devices reported its revenues and earnings for the second quarter ended June 30 excee","content":"<p>Advanced Micro Devices reported its revenues and earnings for the second quarter ended June 30 exceeded expectations, with revenue growing 99% to $3.85 billion.</p><p><blockquote>Advanced Micro Devices 报告称，截至 6 月 30 日的第二季度收入和盈利超出预期，收入增长 99%，达到 38.5 亿美元。</blockquote></p><p> Non-GAAP net income for the quarter was $778 million, or 63 cents a share, beating expectations of 54 cents a share on a non-GAAP basis. AMD said it was increasing its annual earnings forecast.</p><p><blockquote>本季度非 GAAP 净利润为 7.78 亿美元，即每股 63 美分，超出非 GAAP 每股 54 美分的预期。AMD 表示正在上调年度盈利预测。</blockquote></p><p> The Santa Clara, California-based company has had a good run on momentum behind its Zen and Zen 2 architectures for processors, which can generate 50% or more better performance per clock cycle than the previous generation. This architecture put AMD ahead of Intel in performance for the first time in a decade, and it has helped the perennial No. 2 PC chip maker into a fast-growing contender against Intel.</p><p><blockquote>这家总部位于加利福尼亚州圣克拉拉的公司在其Zen和Zen 2处理器架构背后的势头上表现良好，每时钟周期的性能比上一代提高50%或更多。这种架构使AMD十年来首次在性能上领先于英特尔，并帮助这家常年排名第二的PC芯片制造商成为与英特尔竞争的快速增长的竞争者。</blockquote></p><p> Intel, meanwhile, has had stumbles not only on the chip design side but also in manufacturing, where it has lost its technological advantage to rivals such as TSMC, which makes both processors and graphics chips for AMD. As a result, AMD has been making historic market share gains for the past three years. What’s interesting is AMD has been making these gains amid a historic chip shortage driven by the supply whipsaw from the pandemic and unprecedented demand for electronic goods.</p><p><blockquote>与此同时，英特尔不仅在芯片设计方面遭遇了挫折，在制造方面也遭遇了挫折，其技术优势被台积电等竞争对手夺走，台积电为 AMD 生产处理器和图形芯片。因此，AMD在过去三年中一直在取得历史性的市场份额增长。有趣的是，在大流行病造成的供应短缺和前所未有的电子产品需求导致芯片短缺的情况下，AMD 一直在取得这些收益。</blockquote></p><p> “Our business performed exceptionally well in the second quarter as revenue and operating margin doubled and profitability more than tripled year-over-year,” AMD CEO Lisa Su said in a statement. “We are growing significantly faster than the market with strong demand across all of our businesses. We now expect our 2021 annual revenue to grow by approximately 60% year-over-year driven by strong execution and increased customer preference for our leadership products.”</p><p><blockquote>“AMD 首席执行官苏丽莎在一份声明中说：”我们的业务在第二季度表现异常出色，收入和营业利润率同比翻了一番，盈利能力同比增长了两倍多。“我们的增长速度明显快于市场，所有业务的需求都很强劲。我们现在预计，在强劲的执行力和客户对我们领导力产品日益增长的偏好的推动下，2021 年的年收入将同比增长约 60%。”</blockquote></p><p> Intel, meanwhile, is doubling down on its manufacturing investments as a way to stay competitive and take advantage of the chip boom and supply shortage.</p><p><blockquote>与此同时，英特尔正在加倍加大制造投资，以此来保持竞争力并利用芯片繁荣和供应短缺的优势。</blockquote></p><p> <h4>Quarterly financial segment summary</h4> Computing and graphics segment revenue was $2.25 billion, up 65% year-over-year and 7% quarter-over-quarter driven by higher client and graphics processor sales. Client processor average selling price (ASP) grew year-over-year and quarter-over-quarter driven by a richer mix of Ryzen desktop and notebook processor sales. It was the fifth straight quarter of record processor revenue.</p><p><blockquote><h4>季度财务分部摘要</h4>受客户端和图形处理器销售额增长的推动，计算和图形部门收入为 22.5 亿美元，同比增长 65%，环比增长 7%。在锐龙台式机和笔记本电脑处理器销售组合更加丰富的推动下，客户端处理器平均售价（ASP）同比和环比增长。这是处理器收入连续第五个季度创纪录。</blockquote></p><p> Graphics processing unit (GPU) ASP grew year-over-year and quarter-over-quarter driven by high-end graphics product sales, including datacenter GPU sales. Operating income was $526 million, compared to $200 million a year ago and $485 million in the prior quarter. The increases were primarily driven by higher revenue.</p><p><blockquote>在高端图形产品销售（包括数据中心GPU销售）的推动下，图形处理单元（GPU）平均销售额同比和环比增长。经营利润为 5.26 亿美元，而去年同期为 2 亿美元，上一季度为 4.85 亿美元。增长主要是由收入增加推动的。</blockquote></p><p> Enterprise, embedded, and semi-custom segment revenue was $1.6 billion, up 183% year-over-year and 19% quarter-over-quarter. The increases were driven by higher Epyc processor revenue and semi-custom product sales. The semi-custom products include processors for the PlayStation 5 and Xbox Series X/S game consoles.</p><p><blockquote>企业、嵌入式和半定制部门的收入为 16 亿美元，同比增长 183%，环比增长 19%。增长是由更高的 Epyc 处理器收入和半定制产品销售推动的。半定制产品包括PlayStation 5和Xbox Series X/S游戏机的处理器。</blockquote></p><p> <h4>Optimistic Revenue Outlook on Strong Demand</h4> AMD gave a bullish third-quarter sales forecast, indicating it’s gaining market share from Intel Corp. in the lucrative market for server chips.</p><p><blockquote><h4>需求强劲，收入前景乐观</h4>AMD 给出了乐观的第三季度销售预测，表明在利润丰厚的服务器芯片市场上，AMD 正在从英特尔公司手中夺取市场份额。</blockquote></p><p> AMD, the second-largest maker of computer processors behind Intel, predicted third-quarter revenue will be about $4.1 billion, plus or minus $100 million. On average, analysts had projected revenue of $3.8 billion. The company also raised its annual outlook and now expects revenue to increase by 60% up from a previous forecast for 50% growth.</p><p><blockquote>仅次于英特尔的第二大计算机处理器制造商AMD预计第三季度营收约为41亿美元，上下浮动1亿美元。分析师平均预计收入为 38 亿美元。该公司还上调了年度预期，目前预计收入将比之前预测的 50% 增长增长 60%。</blockquote></p><p> Chief Executive Officer Lisa Su has brought the company back from the brink of irrelevance with a raft of new products that customers see as competitive with Intel’s offerings for the first time in years. Investors have poured money into AMD’s stock over the last five years, expecting Su’s changes to result in higher market share and earnings.</p><p><blockquote>首席执行官苏丽莎（Lisa Su）凭借一系列新产品将公司从无关紧要的边缘拉了回来，客户多年来首次认为这些新产品与英特尔的产品具有竞争力。在过去的五年里，投资者一直在向 AMD 的股票投入资金，他们期望 Su 的变化能带来更高的市场份额和收益。</blockquote></p><p> “We are growing significantly faster than the market with strong demand across all of our businesses,” Su said in a statement.</p><p><blockquote>“苏在一份声明中说：”我们的增长速度明显快于市场，我们所有业务的需求都很强劲。</blockquote></p><p> AMD’s earnings report Tuesday indicates the company is taking market share at Intel’s expense. Intel, the world’s largest superconductor manufacturer, reported a 6% decline in second-quarter revenue. AMD also competes with Nvidia Corp. in the market for graphics processors used in cards for gaming personal computers.</p><p><blockquote>AMD 周二的财报显示，该公司正在以英特尔为代价夺取市场份额。全球最大的超导体制造商英特尔公布第二季度收入下降 6%。AMD 还在游戏个人电脑显卡中使用的图形处理器市场上与 Nvidia Corp. 竞争。</blockquote></p><p> Su said the company can continue to grow, even if PC demand falls in 2022. “We expect our competition to be really good and we need to be better than that,” Su said during a conference call after the results.</p><p><blockquote>苏表示，即使 2022 年个人电脑需求下降，该公司也能继续增长。“苏在赛后的电话会议上说：”我们希望我们的竞争对手会非常精彩，我们需要做得更好。</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>The rising AMD is getting aggressive<blockquote>崛起的 AMD 变得咄咄逼人</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\">\nThe rising AMD is getting aggressive<blockquote>崛起的 AMD 变得咄咄逼人</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-03 18:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Advanced Micro Devices reported its revenues and earnings for the second quarter ended June 30 exceeded expectations, with revenue growing 99% to $3.85 billion.</p><p><blockquote>Advanced Micro Devices 报告称，截至 6 月 30 日的第二季度收入和盈利超出预期，收入增长 99%，达到 38.5 亿美元。</blockquote></p><p> Non-GAAP net income for the quarter was $778 million, or 63 cents a share, beating expectations of 54 cents a share on a non-GAAP basis. AMD said it was increasing its annual earnings forecast.</p><p><blockquote>本季度非 GAAP 净利润为 7.78 亿美元，即每股 63 美分，超出非 GAAP 每股 54 美分的预期。AMD 表示正在上调年度盈利预测。</blockquote></p><p> The Santa Clara, California-based company has had a good run on momentum behind its Zen and Zen 2 architectures for processors, which can generate 50% or more better performance per clock cycle than the previous generation. This architecture put AMD ahead of Intel in performance for the first time in a decade, and it has helped the perennial No. 2 PC chip maker into a fast-growing contender against Intel.</p><p><blockquote>这家总部位于加利福尼亚州圣克拉拉的公司在其Zen和Zen 2处理器架构背后的势头上表现良好，每时钟周期的性能比上一代提高50%或更多。这种架构使AMD十年来首次在性能上领先于英特尔，并帮助这家常年排名第二的PC芯片制造商成为与英特尔竞争的快速增长的竞争者。</blockquote></p><p> Intel, meanwhile, has had stumbles not only on the chip design side but also in manufacturing, where it has lost its technological advantage to rivals such as TSMC, which makes both processors and graphics chips for AMD. As a result, AMD has been making historic market share gains for the past three years. What’s interesting is AMD has been making these gains amid a historic chip shortage driven by the supply whipsaw from the pandemic and unprecedented demand for electronic goods.</p><p><blockquote>与此同时，英特尔不仅在芯片设计方面遭遇了挫折，在制造方面也遭遇了挫折，其技术优势被台积电等竞争对手夺走，台积电为 AMD 生产处理器和图形芯片。因此，AMD在过去三年中一直在取得历史性的市场份额增长。有趣的是，在大流行病造成的供应短缺和前所未有的电子产品需求导致芯片短缺的情况下，AMD 一直在取得这些收益。</blockquote></p><p> “Our business performed exceptionally well in the second quarter as revenue and operating margin doubled and profitability more than tripled year-over-year,” AMD CEO Lisa Su said in a statement. “We are growing significantly faster than the market with strong demand across all of our businesses. We now expect our 2021 annual revenue to grow by approximately 60% year-over-year driven by strong execution and increased customer preference for our leadership products.”</p><p><blockquote>“AMD 首席执行官苏丽莎在一份声明中说：”我们的业务在第二季度表现异常出色，收入和营业利润率同比翻了一番，盈利能力同比增长了两倍多。“我们的增长速度明显快于市场，所有业务的需求都很强劲。我们现在预计，在强劲的执行力和客户对我们领导力产品日益增长的偏好的推动下，2021 年的年收入将同比增长约 60%。”</blockquote></p><p> Intel, meanwhile, is doubling down on its manufacturing investments as a way to stay competitive and take advantage of the chip boom and supply shortage.</p><p><blockquote>与此同时，英特尔正在加倍加大制造投资，以此来保持竞争力并利用芯片繁荣和供应短缺的优势。</blockquote></p><p> <h4>Quarterly financial segment summary</h4> Computing and graphics segment revenue was $2.25 billion, up 65% year-over-year and 7% quarter-over-quarter driven by higher client and graphics processor sales. Client processor average selling price (ASP) grew year-over-year and quarter-over-quarter driven by a richer mix of Ryzen desktop and notebook processor sales. It was the fifth straight quarter of record processor revenue.</p><p><blockquote><h4>季度财务分部摘要</h4>受客户端和图形处理器销售额增长的推动，计算和图形部门收入为 22.5 亿美元，同比增长 65%，环比增长 7%。在锐龙台式机和笔记本电脑处理器销售组合更加丰富的推动下，客户端处理器平均售价（ASP）同比和环比增长。这是处理器收入连续第五个季度创纪录。</blockquote></p><p> Graphics processing unit (GPU) ASP grew year-over-year and quarter-over-quarter driven by high-end graphics product sales, including datacenter GPU sales. Operating income was $526 million, compared to $200 million a year ago and $485 million in the prior quarter. The increases were primarily driven by higher revenue.</p><p><blockquote>在高端图形产品销售（包括数据中心GPU销售）的推动下，图形处理单元（GPU）平均销售额同比和环比增长。经营利润为 5.26 亿美元，而去年同期为 2 亿美元，上一季度为 4.85 亿美元。增长主要是由收入增加推动的。</blockquote></p><p> Enterprise, embedded, and semi-custom segment revenue was $1.6 billion, up 183% year-over-year and 19% quarter-over-quarter. The increases were driven by higher Epyc processor revenue and semi-custom product sales. The semi-custom products include processors for the PlayStation 5 and Xbox Series X/S game consoles.</p><p><blockquote>企业、嵌入式和半定制部门的收入为 16 亿美元，同比增长 183%，环比增长 19%。增长是由更高的 Epyc 处理器收入和半定制产品销售推动的。半定制产品包括PlayStation 5和Xbox Series X/S游戏机的处理器。</blockquote></p><p> <h4>Optimistic Revenue Outlook on Strong Demand</h4> AMD gave a bullish third-quarter sales forecast, indicating it’s gaining market share from Intel Corp. in the lucrative market for server chips.</p><p><blockquote><h4>需求强劲，收入前景乐观</h4>AMD 给出了乐观的第三季度销售预测，表明在利润丰厚的服务器芯片市场上，AMD 正在从英特尔公司手中夺取市场份额。</blockquote></p><p> AMD, the second-largest maker of computer processors behind Intel, predicted third-quarter revenue will be about $4.1 billion, plus or minus $100 million. On average, analysts had projected revenue of $3.8 billion. The company also raised its annual outlook and now expects revenue to increase by 60% up from a previous forecast for 50% growth.</p><p><blockquote>仅次于英特尔的第二大计算机处理器制造商AMD预计第三季度营收约为41亿美元，上下浮动1亿美元。分析师平均预计收入为 38 亿美元。该公司还上调了年度预期，目前预计收入将比之前预测的 50% 增长增长 60%。</blockquote></p><p> Chief Executive Officer Lisa Su has brought the company back from the brink of irrelevance with a raft of new products that customers see as competitive with Intel’s offerings for the first time in years. Investors have poured money into AMD’s stock over the last five years, expecting Su’s changes to result in higher market share and earnings.</p><p><blockquote>首席执行官苏丽莎（Lisa Su）凭借一系列新产品将公司从无关紧要的边缘拉了回来，客户多年来首次认为这些新产品与英特尔的产品具有竞争力。在过去的五年里，投资者一直在向 AMD 的股票投入资金，他们期望 Su 的变化能带来更高的市场份额和收益。</blockquote></p><p> “We are growing significantly faster than the market with strong demand across all of our businesses,” Su said in a statement.</p><p><blockquote>“苏在一份声明中说：”我们的增长速度明显快于市场，我们所有业务的需求都很强劲。</blockquote></p><p> AMD’s earnings report Tuesday indicates the company is taking market share at Intel’s expense. Intel, the world’s largest superconductor manufacturer, reported a 6% decline in second-quarter revenue. AMD also competes with Nvidia Corp. in the market for graphics processors used in cards for gaming personal computers.</p><p><blockquote>AMD 周二的财报显示，该公司正在以英特尔为代价夺取市场份额。全球最大的超导体制造商英特尔公布第二季度收入下降 6%。AMD 还在游戏个人电脑显卡中使用的图形处理器市场上与 Nvidia Corp. 竞争。</blockquote></p><p> Su said the company can continue to grow, even if PC demand falls in 2022. “We expect our competition to be really good and we need to be better than that,” Su said during a conference call after the results.</p><p><blockquote>苏表示，即使 2022 年个人电脑需求下降，该公司也能继续增长。“苏在赛后的电话会议上说：”我们希望我们的竞争对手会非常精彩，我们需要做得更好。</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"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109177267","content_text":"Advanced Micro Devices reported its revenues and earnings for the second quarter ended June 30 exceeded expectations, with revenue growing 99% to $3.85 billion.\nNon-GAAP net income for the quarter was $778 million, or 63 cents a share, beating expectations of 54 cents a share on a non-GAAP basis. AMD said it was increasing its annual earnings forecast.\nThe Santa Clara, California-based company has had a good run on momentum behind its Zen and Zen 2 architectures for processors, which can generate 50% or more better performance per clock cycle than the previous generation. This architecture put AMD ahead of Intel in performance for the first time in a decade, and it has helped the perennial No. 2 PC chip maker into a fast-growing contender against Intel.\nIntel, meanwhile, has had stumbles not only on the chip design side but also in manufacturing, where it has lost its technological advantage to rivals such as TSMC, which makes both processors and graphics chips for AMD. As a result, AMD has been making historic market share gains for the past three years. What’s interesting is AMD has been making these gains amid a historic chip shortage driven by the supply whipsaw from the pandemic and unprecedented demand for electronic goods.\n“Our business performed exceptionally well in the second quarter as revenue and operating margin doubled and profitability more than tripled year-over-year,” AMD CEO Lisa Su said in a statement. “We are growing significantly faster than the market with strong demand across all of our businesses. We now expect our 2021 annual revenue to grow by approximately 60% year-over-year driven by strong execution and increased customer preference for our leadership products.”\nIntel, meanwhile, is doubling down on its manufacturing investments as a way to stay competitive and take advantage of the chip boom and supply shortage.\nQuarterly financial segment summary\nComputing and graphics segment revenue was $2.25 billion, up 65% year-over-year and 7% quarter-over-quarter driven by higher client and graphics processor sales. Client processor average selling price (ASP) grew year-over-year and quarter-over-quarter driven by a richer mix of Ryzen desktop and notebook processor sales. It was the fifth straight quarter of record processor revenue.\nGraphics processing unit (GPU) ASP grew year-over-year and quarter-over-quarter driven by high-end graphics product sales, including datacenter GPU sales. Operating income was $526 million, compared to $200 million a year ago and $485 million in the prior quarter. The increases were primarily driven by higher revenue.\nEnterprise, embedded, and semi-custom segment revenue was $1.6 billion, up 183% year-over-year and 19% quarter-over-quarter. The increases were driven by higher Epyc processor revenue and semi-custom product sales. The semi-custom products include processors for the PlayStation 5 and Xbox Series X/S game consoles.\nOptimistic Revenue Outlook on Strong Demand\nAMD gave a bullish third-quarter sales forecast, indicating it’s gaining market share from Intel Corp. in the lucrative market for server chips.\nAMD, the second-largest maker of computer processors behind Intel, predicted third-quarter revenue will be about $4.1 billion, plus or minus $100 million. On average, analysts had projected revenue of $3.8 billion. The company also raised its annual outlook and now expects revenue to increase by 60% up from a previous forecast for 50% growth.\nChief Executive Officer Lisa Su has brought the company back from the brink of irrelevance with a raft of new products that customers see as competitive with Intel’s offerings for the first time in years. Investors have poured money into AMD’s stock over the last five years, expecting Su’s changes to result in higher market share and earnings.\n“We are growing significantly faster than the market with strong demand across all of our businesses,” Su said in a statement.\nAMD’s earnings report Tuesday indicates the company is taking market share at Intel’s expense. Intel, the world’s largest superconductor manufacturer, reported a 6% decline in second-quarter revenue. AMD also competes with Nvidia Corp. in the market for graphics processors used in cards for gaming personal computers.\nSu said the company can continue to grow, even if PC demand falls in 2022. “We expect our competition to be really good and we need to be better than that,” Su said during a conference call after the results.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":2980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804444959,"gmtCreate":1627976249471,"gmtModify":1633754718157,"author":{"id":"4091075550137460","authorId":"4091075550137460","name":"TKLY","avatar":"https://static.tigerbbs.com/65cd0539177361966940661e8cc54ef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091075550137460","idStr":"4091075550137460"},"themes":[],"title":"","htmlText":"[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804444959","repostId":"1119293992","repostType":4,"repost":{"id":"1119293992","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627963162,"share":"https://www.laohunote.com/m/news/1119293992?lang=zh_CN&edition=full","pubTime":"2021-08-03 11:59","market":"us","language":"en","title":"Google sets all-time records as search and YouTube profits soar<blockquote>搜索和 YouTube 利润飙升，谷歌创下历史纪录</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119293992","media":"Tiger Newspress","summary":"Google delivered turbocharged sales growth in the past quarter, underscoring its status as the world","content":"<p>Google delivered turbocharged sales growth in the past quarter, underscoring its status as the world’s most potent advertising engine. The internet giant took advantage of an uneven pandemic reopening, catering to homebound users spending more time on screens as well as consumers venturing out to shop and travel.</p><p><blockquote>谷歌在过去一个季度实现了销售额的快速增长，凸显了其作为全球最强大广告引擎的地位。这家互联网巨头利用了疫情不平衡的重新开放，迎合了花更多时间在屏幕上的居家用户以及冒险外出购物和旅行的消费者。</blockquote></p><p> Second-quarter sales for Alphabet Inc., Google’s parent, surged past Wall Street estimates, due to a swell of ads from retail marketers eager to encourage consumer spending -- through e-commerce on YouTube and by physically returning to stores.</p><p><blockquote>谷歌母公司Alphabet公司第二季度销售额飙升，超过了华尔街的预期，原因是零售营销人员急于鼓励消费者消费--通过 YouTube 上的电子商务和实体店返回。</blockquote></p><p> The company brought in US$61.9 billion in revenue, up from $38.3 billion in Q2 2020, and reported an operating income of $19.4 billion, up from $6.4 billion in Q2 2020.</p><p><blockquote>该公司实现收入 619 亿美元，高于 2020 年第二季度的 383 亿美元，经营利润为 194 亿美元，高于 2020 年第二季度的 64 亿美元。</blockquote></p><p> Income (expenses) also rose to $2.6 billion, up from $1.9 billion, while net income reached $18.5 billion, up from $7 billion in 2021.</p><p><blockquote>收入（支出）也从 19 亿美元增至 26 亿美元，净利润从 2021 年的 70 亿美元增至 185 亿美元。</blockquote></p><p> Diluted EPS for the quarter was $27.26, up from $10.13 in the same period last year.</p><p><blockquote>本季度摊薄每股收益为 27.26 美元，高于去年同期的 10.13 美元。</blockquote></p><p> “Our strong second quarter revenues of $61.9 billion reflect elevated consumer online activity and broad-based strength in advertiser spend. Again, we benefited from excellent execution across the board by our teams,” comments Alphabet and Google chief financial officer Ruth Porat.</p><p><blockquote>“我们第二季度619亿美元的强劲收入反映了消费者在线活动的增加和广告商支出的广泛实力。Alphabet兼谷歌首席财务官露丝-波拉特（Ruth Porat）评论道：”我们再次受益于团队的出色执行力。</blockquote></p><p> Alphabet, which owns and operates Google, also published additional financials related to Google’s performance.</p><p><blockquote>拥有并运营谷歌的Alphabet也公布了与谷歌业绩相关的更多财务报告。</blockquote></p><p> Google advertising: Search brought in US$35.8 billion in Q2 2021, up from $21.3 billion in Q2 2020. YouTube ad revenue totalled $7 billion, up from $3.8 billion, and Google Network totalled $7.6 billion, up from $4.7 billion.</p><p><blockquote>谷歌广告：2021 年第二季度搜索收入为 358 亿美元，高于 2020 年第二季度的 213 亿美元。YouTube广告收入总计70亿美元，高于38亿美元，谷歌网络总计76亿美元，高于47亿美元。</blockquote></p><p> In total, Google Services brought in $57 billion, up from $35 billion for the same period last year. Google Services include ads, Android, Chrome, hardware, Google Maps, Google Play, Search, and YouTube. Revenue generation comes from advertising; sales of apps, in-app purchases, digital content products, and hardware; and fees received for subscription-based products such as YouTube Premium and YouTube TV.</p><p><blockquote>谷歌服务总共带来了570亿美元的收入，高于去年同期的350亿美元。谷歌服务包括广告、Android、Chrome、硬件、谷歌地图、谷歌Play、搜索和YouTube。创收来自广告；销售应用程序、应用内购买、数字内容产品和硬件；以及YouTube Premium和YouTube TV等基于订阅的产品收取的费用。</blockquote></p><p> Google Cloud reported revenue of $4.6 billion, up from $3 billion for the same period last year.</p><p><blockquote>谷歌云报告营收为46亿美元，高于去年同期的30亿美元。</blockquote></p><p> Google’s total number of employees also rose from 127,498 in Q2 2020 to 144,056 in Q2 2021.</p><p><blockquote>谷歌的员工总数也从2020年第二季度的127,498人增加到2021年第二季度的144,056人。</blockquote></p><p> “In Q2, there was a rising tide of online activity in many parts of the world, and we’re proud that our services helped so many consumers and businesses. Our long-term investments in AI and Google Cloud are helping us drive significant improvements in everyone’s digital experience,” comments Alphabet and Google CEO Sundar Pinchai.</p><p><blockquote>“第二季度，全球许多地区的在线活动都在上升，我们为我们的服务帮助了如此多的消费者和企业而感到自豪。我们对人工智能和谷歌云的长期投资正在帮助我们推动每个人的数字体验得到显著改善，”Alphabet兼谷歌首席执行官桑达尔-平猜（Sundar Pinchai）评论道。</blockquote></p><p> <h4>YouTube is a proven juggernaut</h4> When we talk about the winners and losers in the streaming wars, the focus is primarily on the subscription services like Disney+, Netflix and HBO Max. But ever since Alphabet started breaking out YouTube's performance early last year, it's become clear it should be right there in the mix with the rest.</p><p><blockquote><h4>YouTube 是一个久经考验的巨头</h4>当我们谈论流媒体战争中的赢家和输家时，焦点主要集中在迪士尼+、网飞和HBO Max等订阅服务上。但自从Alphabet去年年初开始突破YouTube的表现以来，很明显它应该与其他产品并驾齐驱。</blockquote></p><p> YouTube is not only a streaming video juggernaut that continues to report mind-bending growth, it is also turning into a key rival to the paid services that dominate the conversation around the future of television. And it has plenty of room to grow.</p><p><blockquote>YouTube不仅是一个流媒体视频巨头，继续报告令人难以置信的增长，它也正在成为主导电视未来对话的付费服务的主要竞争对手。而且它有很大的成长空间。</blockquote></p><p> Take a look at some of the key points we've learned about YouTube's growth recently:</p><p><blockquote>看看我们最近了解到的有关 YouTube 增长的一些要点：</blockquote></p><p> Quarterly revenue is on a par with Netflix, and it's growing at a faster rate. Alphabet said YouTube booked $7 billion in ad revenue last quarter. That's up 83% from the year-ago quarter. Compare that to the $7.34 billion in revenue Netflix booked during the same period. Netflix's revenue grew 19.4% from a year ago.</p><p><blockquote>季度收入与 Netflix 持平，而且增长速度更快。Alphabet表示，YouTube 上季度的广告收入为 70 亿美元。这比去年同期增长了 83%。相比之下，Netflix 同期的收入为 73.4 亿美元。Netflix 的收入同比增长 19.4%。</blockquote></p><p> Also, practically all of Netflix's revenue comes from subscriptions. Alphabet only reports YouTube's advertising revenue, not revenue from subscription products like YouTube TV and YouTube Premium.</p><p><blockquote>此外，Netflix 几乎所有的收入都来自订阅。Alphabet只报告YouTube的广告收入，而不是YouTube TV和YouTube Premium等订阅产品的收入。</blockquote></p><p> YouTube's television viewing is growing faster than ever. While the vast majority of YouTube consumption happens on phones, computers and tablets, Alphabet reported huge growth over the past year in people watching on television sets.</p><p><blockquote>YouTube的电视收视率增长速度比以往任何时候都快。虽然绝大多数YouTube消费发生在手机、电脑和平板电脑上，但Alphabet报告称，在过去一年里，在电视机上观看YouTube的人数大幅增长。</blockquote></p><p> The company said 120 million people watched YouTube on a TV last month, up from 100 million per month last year. Philipp Schindler, Google's chief business officer, said on the company's earnings call Tuesday YouTube on TV is \"the fastest growing consumer surface that we have.\"</p><p><blockquote>该公司表示，上个月有1.2亿人在电视上观看YouTube，高于去年的每月1亿人。谷歌首席商务官菲利普·辛德勒 (Philipp Schindler) 周二在公司财报看涨期权上表示，电视上的 YouTube 是“我们拥有的增长最快的消费者平台”。</blockquote></p><p> It’s the strongest signal yet that YouTube is encroaching on Netflix (209 million subscribers as of the end of June) and Disney+’s (103.6 million subscribers as of April 3) territory in the living room.</p><p><blockquote>这是迄今为止最强烈的信号，表明 YouTube 正在侵占 Netflix（截至 6 月底拥有 2.09 亿用户）和 Disney+（截至 4 月 3 日拥有 1.036 亿用户）的客厅领地。</blockquote></p><p> Nielsen says more people are watching YouTube and Netflix than any other streaming service. Research firm Nielsen released a fascinating study last month showing far more people still watch traditional television than streaming video.</p><p><blockquote>尼尔森表示，观看 YouTube 和 Netflix 的人比任何其他流媒体服务都多。研究公司尼尔森上个月发布了一项有趣的研究，显示观看传统电视的人远远多于观看流媒体视频的人。</blockquote></p><p> But Nielsen’s data also had an interesting ranking of time spent streaming on various services. YouTube and Netflix were the top two streamers, with each service accounting for 6% of time spent watching television.</p><p><blockquote>但尼尔森的数据也对各种服务上的流媒体播放时间进行了有趣的排名。YouTube 和 Netflix 是排名前两位的流媒体，每项服务都占看电视时间的 6%。</blockquote></p><p></p><p> YouTube’s TikTok rival is also growing. Short-form video is the dominant trend on social media today, with TikTok leading the charge. YouTube has its own short-form video service, YouTube Shorts, designed to compete with TikTok. Alphabet didn’t disclose how many people are using YouTube shorts but said viewing metrics jumped from 6.5 billion views per day in March to 15 billion views per day by the end of last quarter.</p><p><blockquote>YouTube 的 TikTok 竞争对手也在发展壮大。短视频是当今社交媒体的主导趋势，抖音处于领先地位。YouTube有自己的短视频服务YouTube Shorts，旨在与抖音竞争。Alphabet没有透露有多少人在使用 YouTube 短片，但表示观看次数指标从 3 月份的每天 65 亿次跃升至上季度末的每天 150 亿次。</blockquote></p><p> More room to grow. Nielsen’s report last month showed there’s still plenty of room for all streamers to grow as more people migrate away from traditional linear TV. Streaming is still just about a quarter of all television viewing. A rising tide lifts all boats. YouTube is poised to be one of the streaming wars winners thanks to its early lead.</p><p><blockquote>更多的成长空间。尼尔森上个月的报告显示，随着越来越多的人离开传统的线性电视，所有流媒体仍有很大的发展空间。流媒体仍然只占所有电视观看的四分之一左右。涨潮抬起所有的船。由于其早期领先优势，YouTube有望成为流媒体大战的赢家之一。</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>Google sets all-time records as search and YouTube profits soar<blockquote>搜索和 YouTube 利润飙升，谷歌创下历史纪录</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\">\nGoogle sets all-time records as search and YouTube profits soar<blockquote>搜索和 YouTube 利润飙升，谷歌创下历史纪录</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-03 11:59</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Google delivered turbocharged sales growth in the past quarter, underscoring its status as the world’s most potent advertising engine. The internet giant took advantage of an uneven pandemic reopening, catering to homebound users spending more time on screens as well as consumers venturing out to shop and travel.</p><p><blockquote>谷歌在过去一个季度实现了销售额的快速增长，凸显了其作为全球最强大广告引擎的地位。这家互联网巨头利用了疫情不平衡的重新开放，迎合了花更多时间在屏幕上的居家用户以及冒险外出购物和旅行的消费者。</blockquote></p><p> Second-quarter sales for Alphabet Inc., Google’s parent, surged past Wall Street estimates, due to a swell of ads from retail marketers eager to encourage consumer spending -- through e-commerce on YouTube and by physically returning to stores.</p><p><blockquote>谷歌母公司Alphabet公司第二季度销售额飙升，超过了华尔街的预期，原因是零售营销人员急于鼓励消费者消费--通过 YouTube 上的电子商务和实体店返回。</blockquote></p><p> The company brought in US$61.9 billion in revenue, up from $38.3 billion in Q2 2020, and reported an operating income of $19.4 billion, up from $6.4 billion in Q2 2020.</p><p><blockquote>该公司实现收入 619 亿美元，高于 2020 年第二季度的 383 亿美元，经营利润为 194 亿美元，高于 2020 年第二季度的 64 亿美元。</blockquote></p><p> Income (expenses) also rose to $2.6 billion, up from $1.9 billion, while net income reached $18.5 billion, up from $7 billion in 2021.</p><p><blockquote>收入（支出）也从 19 亿美元增至 26 亿美元，净利润从 2021 年的 70 亿美元增至 185 亿美元。</blockquote></p><p> Diluted EPS for the quarter was $27.26, up from $10.13 in the same period last year.</p><p><blockquote>本季度摊薄每股收益为 27.26 美元，高于去年同期的 10.13 美元。</blockquote></p><p> “Our strong second quarter revenues of $61.9 billion reflect elevated consumer online activity and broad-based strength in advertiser spend. Again, we benefited from excellent execution across the board by our teams,” comments Alphabet and Google chief financial officer Ruth Porat.</p><p><blockquote>“我们第二季度619亿美元的强劲收入反映了消费者在线活动的增加和广告商支出的广泛实力。Alphabet兼谷歌首席财务官露丝-波拉特（Ruth Porat）评论道：”我们再次受益于团队的出色执行力。</blockquote></p><p> Alphabet, which owns and operates Google, also published additional financials related to Google’s performance.</p><p><blockquote>拥有并运营谷歌的Alphabet也公布了与谷歌业绩相关的更多财务报告。</blockquote></p><p> Google advertising: Search brought in US$35.8 billion in Q2 2021, up from $21.3 billion in Q2 2020. YouTube ad revenue totalled $7 billion, up from $3.8 billion, and Google Network totalled $7.6 billion, up from $4.7 billion.</p><p><blockquote>谷歌广告：2021 年第二季度搜索收入为 358 亿美元，高于 2020 年第二季度的 213 亿美元。YouTube广告收入总计70亿美元，高于38亿美元，谷歌网络总计76亿美元，高于47亿美元。</blockquote></p><p> In total, Google Services brought in $57 billion, up from $35 billion for the same period last year. Google Services include ads, Android, Chrome, hardware, Google Maps, Google Play, Search, and YouTube. Revenue generation comes from advertising; sales of apps, in-app purchases, digital content products, and hardware; and fees received for subscription-based products such as YouTube Premium and YouTube TV.</p><p><blockquote>谷歌服务总共带来了570亿美元的收入，高于去年同期的350亿美元。谷歌服务包括广告、Android、Chrome、硬件、谷歌地图、谷歌Play、搜索和YouTube。创收来自广告；销售应用程序、应用内购买、数字内容产品和硬件；以及YouTube Premium和YouTube TV等基于订阅的产品收取的费用。</blockquote></p><p> Google Cloud reported revenue of $4.6 billion, up from $3 billion for the same period last year.</p><p><blockquote>谷歌云报告营收为46亿美元，高于去年同期的30亿美元。</blockquote></p><p> Google’s total number of employees also rose from 127,498 in Q2 2020 to 144,056 in Q2 2021.</p><p><blockquote>谷歌的员工总数也从2020年第二季度的127,498人增加到2021年第二季度的144,056人。</blockquote></p><p> “In Q2, there was a rising tide of online activity in many parts of the world, and we’re proud that our services helped so many consumers and businesses. Our long-term investments in AI and Google Cloud are helping us drive significant improvements in everyone’s digital experience,” comments Alphabet and Google CEO Sundar Pinchai.</p><p><blockquote>“第二季度，全球许多地区的在线活动都在上升，我们为我们的服务帮助了如此多的消费者和企业而感到自豪。我们对人工智能和谷歌云的长期投资正在帮助我们推动每个人的数字体验得到显著改善，”Alphabet兼谷歌首席执行官桑达尔-平猜（Sundar Pinchai）评论道。</blockquote></p><p> <h4>YouTube is a proven juggernaut</h4> When we talk about the winners and losers in the streaming wars, the focus is primarily on the subscription services like Disney+, Netflix and HBO Max. But ever since Alphabet started breaking out YouTube's performance early last year, it's become clear it should be right there in the mix with the rest.</p><p><blockquote><h4>YouTube 是一个久经考验的巨头</h4>当我们谈论流媒体战争中的赢家和输家时，焦点主要集中在迪士尼+、网飞和HBO Max等订阅服务上。但自从Alphabet去年年初开始突破YouTube的表现以来，很明显它应该与其他产品并驾齐驱。</blockquote></p><p> YouTube is not only a streaming video juggernaut that continues to report mind-bending growth, it is also turning into a key rival to the paid services that dominate the conversation around the future of television. And it has plenty of room to grow.</p><p><blockquote>YouTube不仅是一个流媒体视频巨头，继续报告令人难以置信的增长，它也正在成为主导电视未来对话的付费服务的主要竞争对手。而且它有很大的成长空间。</blockquote></p><p> Take a look at some of the key points we've learned about YouTube's growth recently:</p><p><blockquote>看看我们最近了解到的有关 YouTube 增长的一些要点：</blockquote></p><p> Quarterly revenue is on a par with Netflix, and it's growing at a faster rate. Alphabet said YouTube booked $7 billion in ad revenue last quarter. That's up 83% from the year-ago quarter. Compare that to the $7.34 billion in revenue Netflix booked during the same period. Netflix's revenue grew 19.4% from a year ago.</p><p><blockquote>季度收入与 Netflix 持平，而且增长速度更快。Alphabet表示，YouTube 上季度的广告收入为 70 亿美元。这比去年同期增长了 83%。相比之下，Netflix 同期的收入为 73.4 亿美元。Netflix 的收入同比增长 19.4%。</blockquote></p><p> Also, practically all of Netflix's revenue comes from subscriptions. Alphabet only reports YouTube's advertising revenue, not revenue from subscription products like YouTube TV and YouTube Premium.</p><p><blockquote>此外，Netflix 几乎所有的收入都来自订阅。Alphabet只报告YouTube的广告收入，而不是YouTube TV和YouTube Premium等订阅产品的收入。</blockquote></p><p> YouTube's television viewing is growing faster than ever. While the vast majority of YouTube consumption happens on phones, computers and tablets, Alphabet reported huge growth over the past year in people watching on television sets.</p><p><blockquote>YouTube的电视收视率增长速度比以往任何时候都快。虽然绝大多数YouTube消费发生在手机、电脑和平板电脑上，但Alphabet报告称，在过去一年里，在电视机上观看YouTube的人数大幅增长。</blockquote></p><p> The company said 120 million people watched YouTube on a TV last month, up from 100 million per month last year. Philipp Schindler, Google's chief business officer, said on the company's earnings call Tuesday YouTube on TV is \"the fastest growing consumer surface that we have.\"</p><p><blockquote>该公司表示，上个月有1.2亿人在电视上观看YouTube，高于去年的每月1亿人。谷歌首席商务官菲利普·辛德勒 (Philipp Schindler) 周二在公司财报看涨期权上表示，电视上的 YouTube 是“我们拥有的增长最快的消费者平台”。</blockquote></p><p> It’s the strongest signal yet that YouTube is encroaching on Netflix (209 million subscribers as of the end of June) and Disney+’s (103.6 million subscribers as of April 3) territory in the living room.</p><p><blockquote>这是迄今为止最强烈的信号，表明 YouTube 正在侵占 Netflix（截至 6 月底拥有 2.09 亿用户）和 Disney+（截至 4 月 3 日拥有 1.036 亿用户）的客厅领地。</blockquote></p><p> Nielsen says more people are watching YouTube and Netflix than any other streaming service. Research firm Nielsen released a fascinating study last month showing far more people still watch traditional television than streaming video.</p><p><blockquote>尼尔森表示，观看 YouTube 和 Netflix 的人比任何其他流媒体服务都多。研究公司尼尔森上个月发布了一项有趣的研究，显示观看传统电视的人远远多于观看流媒体视频的人。</blockquote></p><p> But Nielsen’s data also had an interesting ranking of time spent streaming on various services. YouTube and Netflix were the top two streamers, with each service accounting for 6% of time spent watching television.</p><p><blockquote>但尼尔森的数据也对各种服务上的流媒体播放时间进行了有趣的排名。YouTube 和 Netflix 是排名前两位的流媒体，每项服务都占看电视时间的 6%。</blockquote></p><p></p><p> YouTube’s TikTok rival is also growing. Short-form video is the dominant trend on social media today, with TikTok leading the charge. YouTube has its own short-form video service, YouTube Shorts, designed to compete with TikTok. Alphabet didn’t disclose how many people are using YouTube shorts but said viewing metrics jumped from 6.5 billion views per day in March to 15 billion views per day by the end of last quarter.</p><p><blockquote>YouTube 的 TikTok 竞争对手也在发展壮大。短视频是当今社交媒体的主导趋势，抖音处于领先地位。YouTube有自己的短视频服务YouTube Shorts，旨在与抖音竞争。Alphabet没有透露有多少人在使用 YouTube 短片，但表示观看次数指标从 3 月份的每天 65 亿次跃升至上季度末的每天 150 亿次。</blockquote></p><p> More room to grow. Nielsen’s report last month showed there’s still plenty of room for all streamers to grow as more people migrate away from traditional linear TV. Streaming is still just about a quarter of all television viewing. A rising tide lifts all boats. YouTube is poised to be one of the streaming wars winners thanks to its early lead.</p><p><blockquote>更多的成长空间。尼尔森上个月的报告显示，随着越来越多的人离开传统的线性电视，所有流媒体仍有很大的发展空间。流媒体仍然只占所有电视观看的四分之一左右。涨潮抬起所有的船。由于其早期领先优势，YouTube有望成为流媒体大战的赢家之一。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119293992","content_text":"Google delivered turbocharged sales growth in the past quarter, underscoring its status as the world’s most potent advertising engine. The internet giant took advantage of an uneven pandemic reopening, catering to homebound users spending more time on screens as well as consumers venturing out to shop and travel.\nSecond-quarter sales for Alphabet Inc., Google’s parent, surged past Wall Street estimates, due to a swell of ads from retail marketers eager to encourage consumer spending -- through e-commerce on YouTube and by physically returning to stores.\nThe company brought in US$61.9 billion in revenue, up from $38.3 billion in Q2 2020, and reported an operating income of $19.4 billion, up from $6.4 billion in Q2 2020.\nIncome (expenses) also rose to $2.6 billion, up from $1.9 billion, while net income reached $18.5 billion, up from $7 billion in 2021.\nDiluted EPS for the quarter was $27.26, up from $10.13 in the same period last year.\n“Our strong second quarter revenues of $61.9 billion reflect elevated consumer online activity and broad-based strength in advertiser spend. Again, we benefited from excellent execution across the board by our teams,” comments Alphabet and Google chief financial officer Ruth Porat.\nAlphabet, which owns and operates Google, also published additional financials related to Google’s performance.\nGoogle advertising: Search brought in US$35.8 billion in Q2 2021, up from $21.3 billion in Q2 2020. YouTube ad revenue totalled $7 billion, up from $3.8 billion, and Google Network totalled $7.6 billion, up from $4.7 billion.\nIn total, Google Services brought in $57 billion, up from $35 billion for the same period last year. Google Services include ads, Android, Chrome, hardware, Google Maps, Google Play, Search, and YouTube. Revenue generation comes from advertising; sales of apps, in-app purchases, digital content products, and hardware; and fees received for subscription-based products such as YouTube Premium and YouTube TV.\nGoogle Cloud reported revenue of $4.6 billion, up from $3 billion for the same period last year.\nGoogle’s total number of employees also rose from 127,498 in Q2 2020 to 144,056 in Q2 2021.\n“In Q2, there was a rising tide of online activity in many parts of the world, and we’re proud that our services helped so many consumers and businesses. Our long-term investments in AI and Google Cloud are helping us drive significant improvements in everyone’s digital experience,” comments Alphabet and Google CEO Sundar Pinchai.\nYouTube is a proven juggernaut\nWhen we talk about the winners and losers in the streaming wars, the focus is primarily on the subscription services like Disney+, Netflix and HBO Max. But ever since Alphabet started breaking out YouTube's performance early last year, it's become clear it should be right there in the mix with the rest.\nYouTube is not only a streaming video juggernaut that continues to report mind-bending growth, it is also turning into a key rival to the paid services that dominate the conversation around the future of television. And it has plenty of room to grow.\nTake a look at some of the key points we've learned about YouTube's growth recently:\nQuarterly revenue is on a par with Netflix, and it's growing at a faster rate. Alphabet said YouTube booked $7 billion in ad revenue last quarter. That's up 83% from the year-ago quarter. Compare that to the $7.34 billion in revenue Netflix booked during the same period. Netflix's revenue grew 19.4% from a year ago.\nAlso, practically all of Netflix's revenue comes from subscriptions. Alphabet only reports YouTube's advertising revenue, not revenue from subscription products like YouTube TV and YouTube Premium.\nYouTube's television viewing is growing faster than ever. While the vast majority of YouTube consumption happens on phones, computers and tablets, Alphabet reported huge growth over the past year in people watching on television sets.\nThe company said 120 million people watched YouTube on a TV last month, up from 100 million per month last year. Philipp Schindler, Google's chief business officer, said on the company's earnings call Tuesday YouTube on TV is \"the fastest growing consumer surface that we have.\"\nIt’s the strongest signal yet that YouTube is encroaching on Netflix (209 million subscribers as of the end of June) and Disney+’s (103.6 million subscribers as of April 3) territory in the living room.\nNielsen says more people are watching YouTube and Netflix than any other streaming service. Research firm Nielsen released a fascinating study last month showing far more people still watch traditional television than streaming video.\nBut Nielsen’s data also had an interesting ranking of time spent streaming on various services. YouTube and Netflix were the top two streamers, with each service accounting for 6% of time spent watching television.\nYouTube’s TikTok rival is also growing. Short-form video is the dominant trend on social media today, with TikTok leading the charge. YouTube has its own short-form video service, YouTube Shorts, designed to compete with TikTok. Alphabet didn’t disclose how many people are using YouTube shorts but said viewing metrics jumped from 6.5 billion views per day in March to 15 billion views per day by the end of last quarter.\nMore room to grow. Nielsen’s report last month showed there’s still plenty of room for all streamers to grow as more people migrate away from traditional linear TV. Streaming is still just about a quarter of all television viewing. A rising tide lifts all boats. YouTube is poised to be one of the streaming wars winners thanks to its early lead.","news_type":1,"symbols_score_info":{"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":3388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":804445954,"gmtCreate":1627976163378,"gmtModify":1633754718853,"author":{"id":"4091075550137460","authorId":"4091075550137460","name":"TKLY","avatar":"https://static.tigerbbs.com/65cd0539177361966940661e8cc54ef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091075550137460","idStr":"4091075550137460"},"themes":[],"title":"","htmlText":"Oh yeah..","listText":"Oh yeah..","text":"Oh yeah..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/804445954","repostId":"1186825262","repostType":4,"repost":{"id":"1186825262","kind":"news","pubTimestamp":1627969924,"share":"https://www.laohunote.com/m/news/1186825262?lang=zh_CN&edition=full","pubTime":"2021-08-03 13:52","market":"us","language":"en","title":"‘Jungle Cruise’ Debut a Boon for Disney+. What That Means for Cinema Stocks.<blockquote>《丛林巡游》的首映为 Disney+ 带来了福音。这对电影股意味着什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1186825262","media":"Barrons","summary":"Jungle Cruise led this weekend’s box office despite also debuting on Disney+ for a premium fee. Movi","content":"<p>Jungle Cruise led this weekend’s box office despite also debuting on Disney+ for a premium fee. Movie theater stocks were mixed following the latest sign of box office stability despite concerns about the Delta variant and streaming service threats.</p><p><blockquote>《丛林巡游》虽然也在 Disney+ 上首映，但票房却很高。尽管对德尔塔变异毒株和流媒体服务威胁感到担忧，但在最新的票房稳定迹象出现后，电影院股票涨跌互现。</blockquote></p><p> The Walt Disney (ticker: DIS) family film starring Dwayne Johnson and Emily Blunt grossed $34.2 million domestically and $27.6 million overseas, according to Deadline. The film also added more than $30 million from Disney+ viewers who paid $30 to stream the movie early, according&nbsp;to Deadline. The outlet noted that’s roughly in line with another Johnson film,<i>Rampage</i>, which grossed $35.7 million during its opening weekend in 2018.</p><p><blockquote>根据Deadline的数据，由道恩·强森和艾米莉·布朗特主演的华特·迪士尼（股票代码：DIS）家庭电影在国内票房为3420万美元，在海外票房为2760万美元。据Deadline称，这部电影还从Disney+观众那里获得了超过3000万美元的收入，他们支付了30美元提前观看了这部电影。该媒体指出，这与约翰逊的另一部电影大致相同、<i>横冲直撞</i>2018 年首映周末票房收入达 3570 万美元。</blockquote></p><p> Disney stock was up 0.3% to $176.58 around noon on Monday. Shares ofImax(IMAX) were down 0.4% to $16.08, while&nbsp;Cinemarkstock (CNK) was up 0.6% to $15.63. Shares of&nbsp;AMC Entertainment Holdings(AMC) were down 2.9%; unlike its cinema peers, AMC&nbsp;is a meme stock&nbsp;that trades more in line with short seller activity, options volume, and momentum trading quirks&nbsp;than fundamental factors.</p><p><blockquote>周一中午左右，迪士尼股价上涨 0.3%，至 176.58 美元。ofImax (IMAX) 股价下跌 0.4%，至 16.08 美元，Cinemarkstock (CNK) 股价上涨 0.6%，至 15.63 美元。AMC院线控股 (AMC) 股价下跌 2.9%；与电影同行不同，AMC 是一只模因股票，其交易更符合卖空者活动、期权交易量和动量交易怪癖，而不是基本面因素。</blockquote></p><p> Rising Covid-19 cases in the U.S. and the decision to release the movie on Disney+ for a fee are among the concerns for movie theater stocks, but the domestic debut for<i>Jungle Cruise</i>was at the upper end of expectations, according to Colliers Securities analyst Steven Frankel.</p><p><blockquote>美国不断上升的 Covid-19 病例以及在 Disney+ 上付费发行电影的决定是电影院股票的担忧之一，但国内首映<i>丛林巡游</i>高力证券分析师史蒂文·弗兰克尔表示，处于预期的上限。</blockquote></p><p> Frankel covers Imax with a Buy rating and $22 target price. He points out that Imax accounted for just 6% of the domestic box office at $2.2 million and 5% oversees at $1.3 million, which Frankel argues was not surprising for a family film. He also noted that the movie’s overseas results were respectable, given it did not debut in China.</p><p><blockquote>Frankel 对 Imax 给予买入评级和 22 美元的目标价。他指出，Imax仅占国内票房的6%，为220万美元，5%的监督票房为130万美元，弗兰克尔认为这对于一部家庭电影来说并不奇怪。他还指出，鉴于该片并未在中国首映，因此该片在海外的票房成绩相当不错。</blockquote></p><p> “We will be watching to see if, like Black Widow, availability on Disney+ drives a steep box office decline in the film’s second weekend,” Frankel wrote.</p><p><blockquote>“弗兰克尔写道：”我们将拭目以待，看看是否会像《黑寡妇》一样，在 Disney+ 上映会导致影片第二个周末的票房急剧下降。</blockquote></p><p> It’s not just movie theaters that are watching such streaming strategies closely. Scarlett Johansson,the star of&nbsp;<i>Black Widow</i>, filed a lawsuit against Disney that argued the film’s premium release on Disney+ that coincided with the box office debut&nbsp;was a breach of contract. A Disney spokesman said the lawsuit had no merit.</p><p><blockquote>不仅仅是电影院在密切关注这种流媒体策略。斯嘉丽·约翰逊，<i>黑寡妇</i>对迪士尼提起诉讼，认为该片在 Disney+ 上的付费发行与票房首映同时进行，违反了合同。迪士尼发言人表示，该诉讼毫无根据。</blockquote></p><p> While studios like Disney and WarnerMedia have pointed to the pandemic as a reason to&nbsp;experiment with simultaneous streaming releases, the practice could become more widespread as such firms pour money into streaming content libraries.</p><p><blockquote>虽然迪士尼和华纳媒体等工作室指出疫情是尝试同步流媒体发布的一个原因，但随着这些公司向流媒体内容库投入资金，这种做法可能会变得更加普遍。</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>‘Jungle Cruise’ Debut a Boon for Disney+. What That Means for Cinema Stocks.<blockquote>《丛林巡游》的首映为 Disney+ 带来了福音。这对电影股意味着什么。</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\">\n‘Jungle Cruise’ Debut a Boon for Disney+. What That Means for Cinema Stocks.<blockquote>《丛林巡游》的首映为 Disney+ 带来了福音。这对电影股意味着什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-03 13:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Jungle Cruise led this weekend’s box office despite also debuting on Disney+ for a premium fee. Movie theater stocks were mixed following the latest sign of box office stability despite concerns about the Delta variant and streaming service threats.</p><p><blockquote>《丛林巡游》虽然也在 Disney+ 上首映，但票房却很高。尽管对德尔塔变异毒株和流媒体服务威胁感到担忧，但在最新的票房稳定迹象出现后，电影院股票涨跌互现。</blockquote></p><p> The Walt Disney (ticker: DIS) family film starring Dwayne Johnson and Emily Blunt grossed $34.2 million domestically and $27.6 million overseas, according to Deadline. The film also added more than $30 million from Disney+ viewers who paid $30 to stream the movie early, according&nbsp;to Deadline. The outlet noted that’s roughly in line with another Johnson film,<i>Rampage</i>, which grossed $35.7 million during its opening weekend in 2018.</p><p><blockquote>根据Deadline的数据，由道恩·强森和艾米莉·布朗特主演的华特·迪士尼（股票代码：DIS）家庭电影在国内票房为3420万美元，在海外票房为2760万美元。据Deadline称，这部电影还从Disney+观众那里获得了超过3000万美元的收入，他们支付了30美元提前观看了这部电影。该媒体指出，这与约翰逊的另一部电影大致相同、<i>横冲直撞</i>2018 年首映周末票房收入达 3570 万美元。</blockquote></p><p> Disney stock was up 0.3% to $176.58 around noon on Monday. Shares ofImax(IMAX) were down 0.4% to $16.08, while&nbsp;Cinemarkstock (CNK) was up 0.6% to $15.63. Shares of&nbsp;AMC Entertainment Holdings(AMC) were down 2.9%; unlike its cinema peers, AMC&nbsp;is a meme stock&nbsp;that trades more in line with short seller activity, options volume, and momentum trading quirks&nbsp;than fundamental factors.</p><p><blockquote>周一中午左右，迪士尼股价上涨 0.3%，至 176.58 美元。ofImax (IMAX) 股价下跌 0.4%，至 16.08 美元，Cinemarkstock (CNK) 股价上涨 0.6%，至 15.63 美元。AMC院线控股 (AMC) 股价下跌 2.9%；与电影同行不同，AMC 是一只模因股票，其交易更符合卖空者活动、期权交易量和动量交易怪癖，而不是基本面因素。</blockquote></p><p> Rising Covid-19 cases in the U.S. and the decision to release the movie on Disney+ for a fee are among the concerns for movie theater stocks, but the domestic debut for<i>Jungle Cruise</i>was at the upper end of expectations, according to Colliers Securities analyst Steven Frankel.</p><p><blockquote>美国不断上升的 Covid-19 病例以及在 Disney+ 上付费发行电影的决定是电影院股票的担忧之一，但国内首映<i>丛林巡游</i>高力证券分析师史蒂文·弗兰克尔表示，处于预期的上限。</blockquote></p><p> Frankel covers Imax with a Buy rating and $22 target price. He points out that Imax accounted for just 6% of the domestic box office at $2.2 million and 5% oversees at $1.3 million, which Frankel argues was not surprising for a family film. He also noted that the movie’s overseas results were respectable, given it did not debut in China.</p><p><blockquote>Frankel 对 Imax 给予买入评级和 22 美元的目标价。他指出，Imax仅占国内票房的6%，为220万美元，5%的监督票房为130万美元，弗兰克尔认为这对于一部家庭电影来说并不奇怪。他还指出，鉴于该片并未在中国首映，因此该片在海外的票房成绩相当不错。</blockquote></p><p> “We will be watching to see if, like Black Widow, availability on Disney+ drives a steep box office decline in the film’s second weekend,” Frankel wrote.</p><p><blockquote>“弗兰克尔写道：”我们将拭目以待，看看是否会像《黑寡妇》一样，在 Disney+ 上映会导致影片第二个周末的票房急剧下降。</blockquote></p><p> It’s not just movie theaters that are watching such streaming strategies closely. Scarlett Johansson,the star of&nbsp;<i>Black Widow</i>, filed a lawsuit against Disney that argued the film’s premium release on Disney+ that coincided with the box office debut&nbsp;was a breach of contract. A Disney spokesman said the lawsuit had no merit.</p><p><blockquote>不仅仅是电影院在密切关注这种流媒体策略。斯嘉丽·约翰逊，<i>黑寡妇</i>对迪士尼提起诉讼，认为该片在 Disney+ 上的付费发行与票房首映同时进行，违反了合同。迪士尼发言人表示，该诉讼毫无根据。</blockquote></p><p> While studios like Disney and WarnerMedia have pointed to the pandemic as a reason to&nbsp;experiment with simultaneous streaming releases, the practice could become more widespread as such firms pour money into streaming content libraries.</p><p><blockquote>虽然迪士尼和华纳媒体等工作室指出疫情是尝试同步流媒体发布的一个原因，但随着这些公司向流媒体内容库投入资金，这种做法可能会变得更加普遍。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/what-jungle-cruise-debut-disney+-means-for-cinema-stocks-51627923248?mod=hp_DAY_0\">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":{"DIS":"迪士尼"},"source_url":"https://www.barrons.com/articles/what-jungle-cruise-debut-disney+-means-for-cinema-stocks-51627923248?mod=hp_DAY_0","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186825262","content_text":"Jungle Cruise led this weekend’s box office despite also debuting on Disney+ for a premium fee. Movie theater stocks were mixed following the latest sign of box office stability despite concerns about the Delta variant and streaming service threats.\nThe Walt Disney (ticker: DIS) family film starring Dwayne Johnson and Emily Blunt grossed $34.2 million domestically and $27.6 million overseas, according to Deadline. The film also added more than $30 million from Disney+ viewers who paid $30 to stream the movie early, according to Deadline. The outlet noted that’s roughly in line with another Johnson film,Rampage, which grossed $35.7 million during its opening weekend in 2018.\nDisney stock was up 0.3% to $176.58 around noon on Monday. Shares ofImax(IMAX) were down 0.4% to $16.08, while Cinemarkstock (CNK) was up 0.6% to $15.63. Shares of AMC Entertainment Holdings(AMC) were down 2.9%; unlike its cinema peers, AMC is a meme stock that trades more in line with short seller activity, options volume, and momentum trading quirks than fundamental factors.\nRising Covid-19 cases in the U.S. and the decision to release the movie on Disney+ for a fee are among the concerns for movie theater stocks, but the domestic debut forJungle Cruisewas at the upper end of expectations, according to Colliers Securities analyst Steven Frankel.\nFrankel covers Imax with a Buy rating and $22 target price. He points out that Imax accounted for just 6% of the domestic box office at $2.2 million and 5% oversees at $1.3 million, which Frankel argues was not surprising for a family film. He also noted that the movie’s overseas results were respectable, given it did not debut in China.\n“We will be watching to see if, like Black Widow, availability on Disney+ drives a steep box office decline in the film’s second weekend,” Frankel wrote.\nIt’s not just movie theaters that are watching such streaming strategies closely. Scarlett Johansson,the star of Black Widow, filed a lawsuit against Disney that argued the film’s premium release on Disney+ that coincided with the box office debut was a breach of contract. A Disney spokesman said the lawsuit had no merit.\nWhile studios like Disney and WarnerMedia have pointed to the pandemic as a reason to experiment with simultaneous streaming releases, the practice could become more widespread as such firms pour money into streaming content libraries.","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":3167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804446333,"gmtCreate":1627975985322,"gmtModify":1633754719984,"author":{"id":"4091075550137460","authorId":"4091075550137460","name":"TKLY","avatar":"https://static.tigerbbs.com/65cd0539177361966940661e8cc54ef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091075550137460","idStr":"4091075550137460"},"themes":[],"title":"","htmlText":"Oh...","listText":"Oh...","text":"Oh...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804446333","repostId":"1152834921","repostType":4,"isVote":1,"tweetType":1,"viewCount":962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":894121457,"gmtCreate":1628812708079,"gmtModify":1633689342736,"author":{"id":"4091075550137460","authorId":"4091075550137460","name":"TKLY","avatar":"https://static.tigerbbs.com/65cd0539177361966940661e8cc54ef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091075550137460","idStr":"4091075550137460"},"themes":[],"title":"","htmlText":"😊😊😊","listText":"😊😊😊","text":"😊😊😊","images":[{"img":"https://static.tigerbbs.com/eaece059da2d52604a8ed75e02fa4c0e","width":"1080","height":"2579"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/894121457","isVote":1,"tweetType":1,"viewCount":3160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":892365106,"gmtCreate":1628639845905,"gmtModify":1633745550847,"author":{"id":"4091075550137460","authorId":"4091075550137460","name":"TKLY","avatar":"https://static.tigerbbs.com/65cd0539177361966940661e8cc54ef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091075550137460","idStr":"4091075550137460"},"themes":[],"title":"","htmlText":"😀😀😀","listText":"😀😀😀","text":"😀😀😀","images":[{"img":"https://static.tigerbbs.com/24e5d5e5ffe0a8e3c25abd2c9cc2ba50","width":"1080","height":"2579"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892365106","isVote":1,"tweetType":1,"viewCount":2492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":804445954,"gmtCreate":1627976163378,"gmtModify":1633754718853,"author":{"id":"4091075550137460","authorId":"4091075550137460","name":"TKLY","avatar":"https://static.tigerbbs.com/65cd0539177361966940661e8cc54ef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091075550137460","idStr":"4091075550137460"},"themes":[],"title":"","htmlText":"Oh yeah..","listText":"Oh yeah..","text":"Oh yeah..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/804445954","repostId":"1186825262","repostType":4,"repost":{"id":"1186825262","kind":"news","pubTimestamp":1627969924,"share":"https://www.laohunote.com/m/news/1186825262?lang=zh_CN&edition=full","pubTime":"2021-08-03 13:52","market":"us","language":"en","title":"‘Jungle Cruise’ Debut a Boon for Disney+. What That Means for Cinema Stocks.<blockquote>《丛林巡游》的首映为 Disney+ 带来了福音。这对电影股意味着什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1186825262","media":"Barrons","summary":"Jungle Cruise led this weekend’s box office despite also debuting on Disney+ for a premium fee. Movi","content":"<p>Jungle Cruise led this weekend’s box office despite also debuting on Disney+ for a premium fee. Movie theater stocks were mixed following the latest sign of box office stability despite concerns about the Delta variant and streaming service threats.</p><p><blockquote>《丛林巡游》虽然也在 Disney+ 上首映，但票房却很高。尽管对德尔塔变异毒株和流媒体服务威胁感到担忧，但在最新的票房稳定迹象出现后，电影院股票涨跌互现。</blockquote></p><p> The Walt Disney (ticker: DIS) family film starring Dwayne Johnson and Emily Blunt grossed $34.2 million domestically and $27.6 million overseas, according to Deadline. The film also added more than $30 million from Disney+ viewers who paid $30 to stream the movie early, according&nbsp;to Deadline. The outlet noted that’s roughly in line with another Johnson film,<i>Rampage</i>, which grossed $35.7 million during its opening weekend in 2018.</p><p><blockquote>根据Deadline的数据，由道恩·强森和艾米莉·布朗特主演的华特·迪士尼（股票代码：DIS）家庭电影在国内票房为3420万美元，在海外票房为2760万美元。据Deadline称，这部电影还从Disney+观众那里获得了超过3000万美元的收入，他们支付了30美元提前观看了这部电影。该媒体指出，这与约翰逊的另一部电影大致相同、<i>横冲直撞</i>2018 年首映周末票房收入达 3570 万美元。</blockquote></p><p> Disney stock was up 0.3% to $176.58 around noon on Monday. Shares ofImax(IMAX) were down 0.4% to $16.08, while&nbsp;Cinemarkstock (CNK) was up 0.6% to $15.63. Shares of&nbsp;AMC Entertainment Holdings(AMC) were down 2.9%; unlike its cinema peers, AMC&nbsp;is a meme stock&nbsp;that trades more in line with short seller activity, options volume, and momentum trading quirks&nbsp;than fundamental factors.</p><p><blockquote>周一中午左右，迪士尼股价上涨 0.3%，至 176.58 美元。ofImax (IMAX) 股价下跌 0.4%，至 16.08 美元，Cinemarkstock (CNK) 股价上涨 0.6%，至 15.63 美元。AMC院线控股 (AMC) 股价下跌 2.9%；与电影同行不同，AMC 是一只模因股票，其交易更符合卖空者活动、期权交易量和动量交易怪癖，而不是基本面因素。</blockquote></p><p> Rising Covid-19 cases in the U.S. and the decision to release the movie on Disney+ for a fee are among the concerns for movie theater stocks, but the domestic debut for<i>Jungle Cruise</i>was at the upper end of expectations, according to Colliers Securities analyst Steven Frankel.</p><p><blockquote>美国不断上升的 Covid-19 病例以及在 Disney+ 上付费发行电影的决定是电影院股票的担忧之一，但国内首映<i>丛林巡游</i>高力证券分析师史蒂文·弗兰克尔表示，处于预期的上限。</blockquote></p><p> Frankel covers Imax with a Buy rating and $22 target price. He points out that Imax accounted for just 6% of the domestic box office at $2.2 million and 5% oversees at $1.3 million, which Frankel argues was not surprising for a family film. He also noted that the movie’s overseas results were respectable, given it did not debut in China.</p><p><blockquote>Frankel 对 Imax 给予买入评级和 22 美元的目标价。他指出，Imax仅占国内票房的6%，为220万美元，5%的监督票房为130万美元，弗兰克尔认为这对于一部家庭电影来说并不奇怪。他还指出，鉴于该片并未在中国首映，因此该片在海外的票房成绩相当不错。</blockquote></p><p> “We will be watching to see if, like Black Widow, availability on Disney+ drives a steep box office decline in the film’s second weekend,” Frankel wrote.</p><p><blockquote>“弗兰克尔写道：”我们将拭目以待，看看是否会像《黑寡妇》一样，在 Disney+ 上映会导致影片第二个周末的票房急剧下降。</blockquote></p><p> It’s not just movie theaters that are watching such streaming strategies closely. Scarlett Johansson,the star of&nbsp;<i>Black Widow</i>, filed a lawsuit against Disney that argued the film’s premium release on Disney+ that coincided with the box office debut&nbsp;was a breach of contract. A Disney spokesman said the lawsuit had no merit.</p><p><blockquote>不仅仅是电影院在密切关注这种流媒体策略。斯嘉丽·约翰逊，<i>黑寡妇</i>对迪士尼提起诉讼，认为该片在 Disney+ 上的付费发行与票房首映同时进行，违反了合同。迪士尼发言人表示，该诉讼毫无根据。</blockquote></p><p> While studios like Disney and WarnerMedia have pointed to the pandemic as a reason to&nbsp;experiment with simultaneous streaming releases, the practice could become more widespread as such firms pour money into streaming content libraries.</p><p><blockquote>虽然迪士尼和华纳媒体等工作室指出疫情是尝试同步流媒体发布的一个原因，但随着这些公司向流媒体内容库投入资金，这种做法可能会变得更加普遍。</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>‘Jungle Cruise’ Debut a Boon for Disney+. What That Means for Cinema Stocks.<blockquote>《丛林巡游》的首映为 Disney+ 带来了福音。这对电影股意味着什么。</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\">\n‘Jungle Cruise’ Debut a Boon for Disney+. What That Means for Cinema Stocks.<blockquote>《丛林巡游》的首映为 Disney+ 带来了福音。这对电影股意味着什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-03 13:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Jungle Cruise led this weekend’s box office despite also debuting on Disney+ for a premium fee. Movie theater stocks were mixed following the latest sign of box office stability despite concerns about the Delta variant and streaming service threats.</p><p><blockquote>《丛林巡游》虽然也在 Disney+ 上首映，但票房却很高。尽管对德尔塔变异毒株和流媒体服务威胁感到担忧，但在最新的票房稳定迹象出现后，电影院股票涨跌互现。</blockquote></p><p> The Walt Disney (ticker: DIS) family film starring Dwayne Johnson and Emily Blunt grossed $34.2 million domestically and $27.6 million overseas, according to Deadline. The film also added more than $30 million from Disney+ viewers who paid $30 to stream the movie early, according&nbsp;to Deadline. The outlet noted that’s roughly in line with another Johnson film,<i>Rampage</i>, which grossed $35.7 million during its opening weekend in 2018.</p><p><blockquote>根据Deadline的数据，由道恩·强森和艾米莉·布朗特主演的华特·迪士尼（股票代码：DIS）家庭电影在国内票房为3420万美元，在海外票房为2760万美元。据Deadline称，这部电影还从Disney+观众那里获得了超过3000万美元的收入，他们支付了30美元提前观看了这部电影。该媒体指出，这与约翰逊的另一部电影大致相同、<i>横冲直撞</i>2018 年首映周末票房收入达 3570 万美元。</blockquote></p><p> Disney stock was up 0.3% to $176.58 around noon on Monday. Shares ofImax(IMAX) were down 0.4% to $16.08, while&nbsp;Cinemarkstock (CNK) was up 0.6% to $15.63. Shares of&nbsp;AMC Entertainment Holdings(AMC) were down 2.9%; unlike its cinema peers, AMC&nbsp;is a meme stock&nbsp;that trades more in line with short seller activity, options volume, and momentum trading quirks&nbsp;than fundamental factors.</p><p><blockquote>周一中午左右，迪士尼股价上涨 0.3%，至 176.58 美元。ofImax (IMAX) 股价下跌 0.4%，至 16.08 美元，Cinemarkstock (CNK) 股价上涨 0.6%，至 15.63 美元。AMC院线控股 (AMC) 股价下跌 2.9%；与电影同行不同，AMC 是一只模因股票，其交易更符合卖空者活动、期权交易量和动量交易怪癖，而不是基本面因素。</blockquote></p><p> Rising Covid-19 cases in the U.S. and the decision to release the movie on Disney+ for a fee are among the concerns for movie theater stocks, but the domestic debut for<i>Jungle Cruise</i>was at the upper end of expectations, according to Colliers Securities analyst Steven Frankel.</p><p><blockquote>美国不断上升的 Covid-19 病例以及在 Disney+ 上付费发行电影的决定是电影院股票的担忧之一，但国内首映<i>丛林巡游</i>高力证券分析师史蒂文·弗兰克尔表示，处于预期的上限。</blockquote></p><p> Frankel covers Imax with a Buy rating and $22 target price. He points out that Imax accounted for just 6% of the domestic box office at $2.2 million and 5% oversees at $1.3 million, which Frankel argues was not surprising for a family film. He also noted that the movie’s overseas results were respectable, given it did not debut in China.</p><p><blockquote>Frankel 对 Imax 给予买入评级和 22 美元的目标价。他指出，Imax仅占国内票房的6%，为220万美元，5%的监督票房为130万美元，弗兰克尔认为这对于一部家庭电影来说并不奇怪。他还指出，鉴于该片并未在中国首映，因此该片在海外的票房成绩相当不错。</blockquote></p><p> “We will be watching to see if, like Black Widow, availability on Disney+ drives a steep box office decline in the film’s second weekend,” Frankel wrote.</p><p><blockquote>“弗兰克尔写道：”我们将拭目以待，看看是否会像《黑寡妇》一样，在 Disney+ 上映会导致影片第二个周末的票房急剧下降。</blockquote></p><p> It’s not just movie theaters that are watching such streaming strategies closely. Scarlett Johansson,the star of&nbsp;<i>Black Widow</i>, filed a lawsuit against Disney that argued the film’s premium release on Disney+ that coincided with the box office debut&nbsp;was a breach of contract. A Disney spokesman said the lawsuit had no merit.</p><p><blockquote>不仅仅是电影院在密切关注这种流媒体策略。斯嘉丽·约翰逊，<i>黑寡妇</i>对迪士尼提起诉讼，认为该片在 Disney+ 上的付费发行与票房首映同时进行，违反了合同。迪士尼发言人表示，该诉讼毫无根据。</blockquote></p><p> While studios like Disney and WarnerMedia have pointed to the pandemic as a reason to&nbsp;experiment with simultaneous streaming releases, the practice could become more widespread as such firms pour money into streaming content libraries.</p><p><blockquote>虽然迪士尼和华纳媒体等工作室指出疫情是尝试同步流媒体发布的一个原因，但随着这些公司向流媒体内容库投入资金，这种做法可能会变得更加普遍。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/what-jungle-cruise-debut-disney+-means-for-cinema-stocks-51627923248?mod=hp_DAY_0\">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":{"DIS":"迪士尼"},"source_url":"https://www.barrons.com/articles/what-jungle-cruise-debut-disney+-means-for-cinema-stocks-51627923248?mod=hp_DAY_0","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186825262","content_text":"Jungle Cruise led this weekend’s box office despite also debuting on Disney+ for a premium fee. Movie theater stocks were mixed following the latest sign of box office stability despite concerns about the Delta variant and streaming service threats.\nThe Walt Disney (ticker: DIS) family film starring Dwayne Johnson and Emily Blunt grossed $34.2 million domestically and $27.6 million overseas, according to Deadline. The film also added more than $30 million from Disney+ viewers who paid $30 to stream the movie early, according to Deadline. The outlet noted that’s roughly in line with another Johnson film,Rampage, which grossed $35.7 million during its opening weekend in 2018.\nDisney stock was up 0.3% to $176.58 around noon on Monday. Shares ofImax(IMAX) were down 0.4% to $16.08, while Cinemarkstock (CNK) was up 0.6% to $15.63. Shares of AMC Entertainment Holdings(AMC) were down 2.9%; unlike its cinema peers, AMC is a meme stock that trades more in line with short seller activity, options volume, and momentum trading quirks than fundamental factors.\nRising Covid-19 cases in the U.S. and the decision to release the movie on Disney+ for a fee are among the concerns for movie theater stocks, but the domestic debut forJungle Cruisewas at the upper end of expectations, according to Colliers Securities analyst Steven Frankel.\nFrankel covers Imax with a Buy rating and $22 target price. He points out that Imax accounted for just 6% of the domestic box office at $2.2 million and 5% oversees at $1.3 million, which Frankel argues was not surprising for a family film. He also noted that the movie’s overseas results were respectable, given it did not debut in China.\n“We will be watching to see if, like Black Widow, availability on Disney+ drives a steep box office decline in the film’s second weekend,” Frankel wrote.\nIt’s not just movie theaters that are watching such streaming strategies closely. Scarlett Johansson,the star of Black Widow, filed a lawsuit against Disney that argued the film’s premium release on Disney+ that coincided with the box office debut was a breach of contract. A Disney spokesman said the lawsuit had no merit.\nWhile studios like Disney and WarnerMedia have pointed to the pandemic as a reason to experiment with simultaneous streaming releases, the practice could become more widespread as such firms pour money into streaming content libraries.","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":3167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804446333,"gmtCreate":1627975985322,"gmtModify":1633754719984,"author":{"id":"4091075550137460","authorId":"4091075550137460","name":"TKLY","avatar":"https://static.tigerbbs.com/65cd0539177361966940661e8cc54ef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091075550137460","idStr":"4091075550137460"},"themes":[],"title":"","htmlText":"Oh...","listText":"Oh...","text":"Oh...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804446333","repostId":"1152834921","repostType":4,"isVote":1,"tweetType":1,"viewCount":962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895118899,"gmtCreate":1628728180311,"gmtModify":1633744814679,"author":{"id":"4091075550137460","authorId":"4091075550137460","name":"TKLY","avatar":"https://static.tigerbbs.com/65cd0539177361966940661e8cc54ef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091075550137460","idStr":"4091075550137460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>😀😀😀😀","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>😀😀😀😀","text":"$Apple(AAPL)$😀😀😀😀","images":[{"img":"https://static.tigerbbs.com/7b725cdd7593ab6ab0c152b74eca638a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895118899","isVote":1,"tweetType":1,"viewCount":2476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":898699623,"gmtCreate":1628489881662,"gmtModify":1633746729190,"author":{"id":"4091075550137460","authorId":"4091075550137460","name":"TKLY","avatar":"https://static.tigerbbs.com/65cd0539177361966940661e8cc54ef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091075550137460","idStr":"4091075550137460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>😀😀😀😀","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>😀😀😀😀","text":"$Apple(AAPL)$😀😀😀😀","images":[{"img":"https://static.tigerbbs.com/ffb018013ad71aee7d5a1e24a635b0b5","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898699623","isVote":1,"tweetType":1,"viewCount":3709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":898607019,"gmtCreate":1628489648531,"gmtModify":1633746730860,"author":{"id":"4091075550137460","authorId":"4091075550137460","name":"TKLY","avatar":"https://static.tigerbbs.com/65cd0539177361966940661e8cc54ef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091075550137460","idStr":"4091075550137460"},"themes":[],"title":"","htmlText":"😀😀😀😀","listText":"😀😀😀😀","text":"😀😀😀😀","images":[{"img":"https://static.tigerbbs.com/1b13faf56177c7155698a2a223e38062","width":"1080","height":"2579"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898607019","isVote":1,"tweetType":1,"viewCount":3871,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":891499739,"gmtCreate":1628407120121,"gmtModify":1633747285812,"author":{"id":"4091075550137460","authorId":"4091075550137460","name":"TKLY","avatar":"https://static.tigerbbs.com/65cd0539177361966940661e8cc54ef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091075550137460","idStr":"4091075550137460"},"themes":[],"title":"","htmlText":"[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;","listText":"[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;","text":"[开心] [开心] [开心]","images":[{"img":"https://static.tigerbbs.com/b8c049bbdfc6cf5e239df2738d10446b","width":"1080","height":"2579"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891499739","isVote":1,"tweetType":1,"viewCount":3361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":807207922,"gmtCreate":1628037500566,"gmtModify":1633754206024,"author":{"id":"4091075550137460","authorId":"4091075550137460","name":"TKLY","avatar":"https://static.tigerbbs.com/65cd0539177361966940661e8cc54ef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091075550137460","idStr":"4091075550137460"},"themes":[],"title":"","htmlText":"Oh....","listText":"Oh....","text":"Oh....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807207922","repostId":"2156878121","repostType":4,"isVote":1,"tweetType":1,"viewCount":2518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807010197,"gmtCreate":1627988357119,"gmtModify":1633754636118,"author":{"id":"4091075550137460","authorId":"4091075550137460","name":"TKLY","avatar":"https://static.tigerbbs.com/65cd0539177361966940661e8cc54ef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091075550137460","idStr":"4091075550137460"},"themes":[],"title":"","htmlText":"Wow...","listText":"Wow...","text":"Wow...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807010197","repostId":"1109177267","repostType":4,"repost":{"id":"1109177267","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627987064,"share":"https://www.laohunote.com/m/news/1109177267?lang=zh_CN&edition=full","pubTime":"2021-08-03 18:37","market":"us","language":"en","title":"The rising AMD is getting aggressive<blockquote>崛起的 AMD 变得咄咄逼人</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109177267","media":"Tiger Newspress","summary":"Advanced Micro Devices reported its revenues and earnings for the second quarter ended June 30 excee","content":"<p>Advanced Micro Devices reported its revenues and earnings for the second quarter ended June 30 exceeded expectations, with revenue growing 99% to $3.85 billion.</p><p><blockquote>Advanced Micro Devices 报告称，截至 6 月 30 日的第二季度收入和盈利超出预期，收入增长 99%，达到 38.5 亿美元。</blockquote></p><p> Non-GAAP net income for the quarter was $778 million, or 63 cents a share, beating expectations of 54 cents a share on a non-GAAP basis. AMD said it was increasing its annual earnings forecast.</p><p><blockquote>本季度非 GAAP 净利润为 7.78 亿美元，即每股 63 美分，超出非 GAAP 每股 54 美分的预期。AMD 表示正在上调年度盈利预测。</blockquote></p><p> The Santa Clara, California-based company has had a good run on momentum behind its Zen and Zen 2 architectures for processors, which can generate 50% or more better performance per clock cycle than the previous generation. This architecture put AMD ahead of Intel in performance for the first time in a decade, and it has helped the perennial No. 2 PC chip maker into a fast-growing contender against Intel.</p><p><blockquote>这家总部位于加利福尼亚州圣克拉拉的公司在其Zen和Zen 2处理器架构背后的势头上表现良好，每时钟周期的性能比上一代提高50%或更多。这种架构使AMD十年来首次在性能上领先于英特尔，并帮助这家常年排名第二的PC芯片制造商成为与英特尔竞争的快速增长的竞争者。</blockquote></p><p> Intel, meanwhile, has had stumbles not only on the chip design side but also in manufacturing, where it has lost its technological advantage to rivals such as TSMC, which makes both processors and graphics chips for AMD. As a result, AMD has been making historic market share gains for the past three years. What’s interesting is AMD has been making these gains amid a historic chip shortage driven by the supply whipsaw from the pandemic and unprecedented demand for electronic goods.</p><p><blockquote>与此同时，英特尔不仅在芯片设计方面遭遇了挫折，在制造方面也遭遇了挫折，其技术优势被台积电等竞争对手夺走，台积电为 AMD 生产处理器和图形芯片。因此，AMD在过去三年中一直在取得历史性的市场份额增长。有趣的是，在大流行病造成的供应短缺和前所未有的电子产品需求导致芯片短缺的情况下，AMD 一直在取得这些收益。</blockquote></p><p> “Our business performed exceptionally well in the second quarter as revenue and operating margin doubled and profitability more than tripled year-over-year,” AMD CEO Lisa Su said in a statement. “We are growing significantly faster than the market with strong demand across all of our businesses. We now expect our 2021 annual revenue to grow by approximately 60% year-over-year driven by strong execution and increased customer preference for our leadership products.”</p><p><blockquote>“AMD 首席执行官苏丽莎在一份声明中说：”我们的业务在第二季度表现异常出色，收入和营业利润率同比翻了一番，盈利能力同比增长了两倍多。“我们的增长速度明显快于市场，所有业务的需求都很强劲。我们现在预计，在强劲的执行力和客户对我们领导力产品日益增长的偏好的推动下，2021 年的年收入将同比增长约 60%。”</blockquote></p><p> Intel, meanwhile, is doubling down on its manufacturing investments as a way to stay competitive and take advantage of the chip boom and supply shortage.</p><p><blockquote>与此同时，英特尔正在加倍加大制造投资，以此来保持竞争力并利用芯片繁荣和供应短缺的优势。</blockquote></p><p> <h4>Quarterly financial segment summary</h4> Computing and graphics segment revenue was $2.25 billion, up 65% year-over-year and 7% quarter-over-quarter driven by higher client and graphics processor sales. Client processor average selling price (ASP) grew year-over-year and quarter-over-quarter driven by a richer mix of Ryzen desktop and notebook processor sales. It was the fifth straight quarter of record processor revenue.</p><p><blockquote><h4>季度财务分部摘要</h4>受客户端和图形处理器销售额增长的推动，计算和图形部门收入为 22.5 亿美元，同比增长 65%，环比增长 7%。在锐龙台式机和笔记本电脑处理器销售组合更加丰富的推动下，客户端处理器平均售价（ASP）同比和环比增长。这是处理器收入连续第五个季度创纪录。</blockquote></p><p> Graphics processing unit (GPU) ASP grew year-over-year and quarter-over-quarter driven by high-end graphics product sales, including datacenter GPU sales. Operating income was $526 million, compared to $200 million a year ago and $485 million in the prior quarter. The increases were primarily driven by higher revenue.</p><p><blockquote>在高端图形产品销售（包括数据中心GPU销售）的推动下，图形处理单元（GPU）平均销售额同比和环比增长。经营利润为 5.26 亿美元，而去年同期为 2 亿美元，上一季度为 4.85 亿美元。增长主要是由收入增加推动的。</blockquote></p><p> Enterprise, embedded, and semi-custom segment revenue was $1.6 billion, up 183% year-over-year and 19% quarter-over-quarter. The increases were driven by higher Epyc processor revenue and semi-custom product sales. The semi-custom products include processors for the PlayStation 5 and Xbox Series X/S game consoles.</p><p><blockquote>企业、嵌入式和半定制部门的收入为 16 亿美元，同比增长 183%，环比增长 19%。增长是由更高的 Epyc 处理器收入和半定制产品销售推动的。半定制产品包括PlayStation 5和Xbox Series X/S游戏机的处理器。</blockquote></p><p> <h4>Optimistic Revenue Outlook on Strong Demand</h4> AMD gave a bullish third-quarter sales forecast, indicating it’s gaining market share from Intel Corp. in the lucrative market for server chips.</p><p><blockquote><h4>需求强劲，收入前景乐观</h4>AMD 给出了乐观的第三季度销售预测，表明在利润丰厚的服务器芯片市场上，AMD 正在从英特尔公司手中夺取市场份额。</blockquote></p><p> AMD, the second-largest maker of computer processors behind Intel, predicted third-quarter revenue will be about $4.1 billion, plus or minus $100 million. On average, analysts had projected revenue of $3.8 billion. The company also raised its annual outlook and now expects revenue to increase by 60% up from a previous forecast for 50% growth.</p><p><blockquote>仅次于英特尔的第二大计算机处理器制造商AMD预计第三季度营收约为41亿美元，上下浮动1亿美元。分析师平均预计收入为 38 亿美元。该公司还上调了年度预期，目前预计收入将比之前预测的 50% 增长增长 60%。</blockquote></p><p> Chief Executive Officer Lisa Su has brought the company back from the brink of irrelevance with a raft of new products that customers see as competitive with Intel’s offerings for the first time in years. Investors have poured money into AMD’s stock over the last five years, expecting Su’s changes to result in higher market share and earnings.</p><p><blockquote>首席执行官苏丽莎（Lisa Su）凭借一系列新产品将公司从无关紧要的边缘拉了回来，客户多年来首次认为这些新产品与英特尔的产品具有竞争力。在过去的五年里，投资者一直在向 AMD 的股票投入资金，他们期望 Su 的变化能带来更高的市场份额和收益。</blockquote></p><p> “We are growing significantly faster than the market with strong demand across all of our businesses,” Su said in a statement.</p><p><blockquote>“苏在一份声明中说：”我们的增长速度明显快于市场，我们所有业务的需求都很强劲。</blockquote></p><p> AMD’s earnings report Tuesday indicates the company is taking market share at Intel’s expense. Intel, the world’s largest superconductor manufacturer, reported a 6% decline in second-quarter revenue. AMD also competes with Nvidia Corp. in the market for graphics processors used in cards for gaming personal computers.</p><p><blockquote>AMD 周二的财报显示，该公司正在以英特尔为代价夺取市场份额。全球最大的超导体制造商英特尔公布第二季度收入下降 6%。AMD 还在游戏个人电脑显卡中使用的图形处理器市场上与 Nvidia Corp. 竞争。</blockquote></p><p> Su said the company can continue to grow, even if PC demand falls in 2022. “We expect our competition to be really good and we need to be better than that,” Su said during a conference call after the results.</p><p><blockquote>苏表示，即使 2022 年个人电脑需求下降，该公司也能继续增长。“苏在赛后的电话会议上说：”我们希望我们的竞争对手会非常精彩，我们需要做得更好。</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>The rising AMD is getting aggressive<blockquote>崛起的 AMD 变得咄咄逼人</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\">\nThe rising AMD is getting aggressive<blockquote>崛起的 AMD 变得咄咄逼人</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-03 18:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Advanced Micro Devices reported its revenues and earnings for the second quarter ended June 30 exceeded expectations, with revenue growing 99% to $3.85 billion.</p><p><blockquote>Advanced Micro Devices 报告称，截至 6 月 30 日的第二季度收入和盈利超出预期，收入增长 99%，达到 38.5 亿美元。</blockquote></p><p> Non-GAAP net income for the quarter was $778 million, or 63 cents a share, beating expectations of 54 cents a share on a non-GAAP basis. AMD said it was increasing its annual earnings forecast.</p><p><blockquote>本季度非 GAAP 净利润为 7.78 亿美元，即每股 63 美分，超出非 GAAP 每股 54 美分的预期。AMD 表示正在上调年度盈利预测。</blockquote></p><p> The Santa Clara, California-based company has had a good run on momentum behind its Zen and Zen 2 architectures for processors, which can generate 50% or more better performance per clock cycle than the previous generation. This architecture put AMD ahead of Intel in performance for the first time in a decade, and it has helped the perennial No. 2 PC chip maker into a fast-growing contender against Intel.</p><p><blockquote>这家总部位于加利福尼亚州圣克拉拉的公司在其Zen和Zen 2处理器架构背后的势头上表现良好，每时钟周期的性能比上一代提高50%或更多。这种架构使AMD十年来首次在性能上领先于英特尔，并帮助这家常年排名第二的PC芯片制造商成为与英特尔竞争的快速增长的竞争者。</blockquote></p><p> Intel, meanwhile, has had stumbles not only on the chip design side but also in manufacturing, where it has lost its technological advantage to rivals such as TSMC, which makes both processors and graphics chips for AMD. As a result, AMD has been making historic market share gains for the past three years. What’s interesting is AMD has been making these gains amid a historic chip shortage driven by the supply whipsaw from the pandemic and unprecedented demand for electronic goods.</p><p><blockquote>与此同时，英特尔不仅在芯片设计方面遭遇了挫折，在制造方面也遭遇了挫折，其技术优势被台积电等竞争对手夺走，台积电为 AMD 生产处理器和图形芯片。因此，AMD在过去三年中一直在取得历史性的市场份额增长。有趣的是，在大流行病造成的供应短缺和前所未有的电子产品需求导致芯片短缺的情况下，AMD 一直在取得这些收益。</blockquote></p><p> “Our business performed exceptionally well in the second quarter as revenue and operating margin doubled and profitability more than tripled year-over-year,” AMD CEO Lisa Su said in a statement. “We are growing significantly faster than the market with strong demand across all of our businesses. We now expect our 2021 annual revenue to grow by approximately 60% year-over-year driven by strong execution and increased customer preference for our leadership products.”</p><p><blockquote>“AMD 首席执行官苏丽莎在一份声明中说：”我们的业务在第二季度表现异常出色，收入和营业利润率同比翻了一番，盈利能力同比增长了两倍多。“我们的增长速度明显快于市场，所有业务的需求都很强劲。我们现在预计，在强劲的执行力和客户对我们领导力产品日益增长的偏好的推动下，2021 年的年收入将同比增长约 60%。”</blockquote></p><p> Intel, meanwhile, is doubling down on its manufacturing investments as a way to stay competitive and take advantage of the chip boom and supply shortage.</p><p><blockquote>与此同时，英特尔正在加倍加大制造投资，以此来保持竞争力并利用芯片繁荣和供应短缺的优势。</blockquote></p><p> <h4>Quarterly financial segment summary</h4> Computing and graphics segment revenue was $2.25 billion, up 65% year-over-year and 7% quarter-over-quarter driven by higher client and graphics processor sales. Client processor average selling price (ASP) grew year-over-year and quarter-over-quarter driven by a richer mix of Ryzen desktop and notebook processor sales. It was the fifth straight quarter of record processor revenue.</p><p><blockquote><h4>季度财务分部摘要</h4>受客户端和图形处理器销售额增长的推动，计算和图形部门收入为 22.5 亿美元，同比增长 65%，环比增长 7%。在锐龙台式机和笔记本电脑处理器销售组合更加丰富的推动下，客户端处理器平均售价（ASP）同比和环比增长。这是处理器收入连续第五个季度创纪录。</blockquote></p><p> Graphics processing unit (GPU) ASP grew year-over-year and quarter-over-quarter driven by high-end graphics product sales, including datacenter GPU sales. Operating income was $526 million, compared to $200 million a year ago and $485 million in the prior quarter. The increases were primarily driven by higher revenue.</p><p><blockquote>在高端图形产品销售（包括数据中心GPU销售）的推动下，图形处理单元（GPU）平均销售额同比和环比增长。经营利润为 5.26 亿美元，而去年同期为 2 亿美元，上一季度为 4.85 亿美元。增长主要是由收入增加推动的。</blockquote></p><p> Enterprise, embedded, and semi-custom segment revenue was $1.6 billion, up 183% year-over-year and 19% quarter-over-quarter. The increases were driven by higher Epyc processor revenue and semi-custom product sales. The semi-custom products include processors for the PlayStation 5 and Xbox Series X/S game consoles.</p><p><blockquote>企业、嵌入式和半定制部门的收入为 16 亿美元，同比增长 183%，环比增长 19%。增长是由更高的 Epyc 处理器收入和半定制产品销售推动的。半定制产品包括PlayStation 5和Xbox Series X/S游戏机的处理器。</blockquote></p><p> <h4>Optimistic Revenue Outlook on Strong Demand</h4> AMD gave a bullish third-quarter sales forecast, indicating it’s gaining market share from Intel Corp. in the lucrative market for server chips.</p><p><blockquote><h4>需求强劲，收入前景乐观</h4>AMD 给出了乐观的第三季度销售预测，表明在利润丰厚的服务器芯片市场上，AMD 正在从英特尔公司手中夺取市场份额。</blockquote></p><p> AMD, the second-largest maker of computer processors behind Intel, predicted third-quarter revenue will be about $4.1 billion, plus or minus $100 million. On average, analysts had projected revenue of $3.8 billion. The company also raised its annual outlook and now expects revenue to increase by 60% up from a previous forecast for 50% growth.</p><p><blockquote>仅次于英特尔的第二大计算机处理器制造商AMD预计第三季度营收约为41亿美元，上下浮动1亿美元。分析师平均预计收入为 38 亿美元。该公司还上调了年度预期，目前预计收入将比之前预测的 50% 增长增长 60%。</blockquote></p><p> Chief Executive Officer Lisa Su has brought the company back from the brink of irrelevance with a raft of new products that customers see as competitive with Intel’s offerings for the first time in years. Investors have poured money into AMD’s stock over the last five years, expecting Su’s changes to result in higher market share and earnings.</p><p><blockquote>首席执行官苏丽莎（Lisa Su）凭借一系列新产品将公司从无关紧要的边缘拉了回来，客户多年来首次认为这些新产品与英特尔的产品具有竞争力。在过去的五年里，投资者一直在向 AMD 的股票投入资金，他们期望 Su 的变化能带来更高的市场份额和收益。</blockquote></p><p> “We are growing significantly faster than the market with strong demand across all of our businesses,” Su said in a statement.</p><p><blockquote>“苏在一份声明中说：”我们的增长速度明显快于市场，我们所有业务的需求都很强劲。</blockquote></p><p> AMD’s earnings report Tuesday indicates the company is taking market share at Intel’s expense. Intel, the world’s largest superconductor manufacturer, reported a 6% decline in second-quarter revenue. AMD also competes with Nvidia Corp. in the market for graphics processors used in cards for gaming personal computers.</p><p><blockquote>AMD 周二的财报显示，该公司正在以英特尔为代价夺取市场份额。全球最大的超导体制造商英特尔公布第二季度收入下降 6%。AMD 还在游戏个人电脑显卡中使用的图形处理器市场上与 Nvidia Corp. 竞争。</blockquote></p><p> Su said the company can continue to grow, even if PC demand falls in 2022. “We expect our competition to be really good and we need to be better than that,” Su said during a conference call after the results.</p><p><blockquote>苏表示，即使 2022 年个人电脑需求下降，该公司也能继续增长。“苏在赛后的电话会议上说：”我们希望我们的竞争对手会非常精彩，我们需要做得更好。</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"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109177267","content_text":"Advanced Micro Devices reported its revenues and earnings for the second quarter ended June 30 exceeded expectations, with revenue growing 99% to $3.85 billion.\nNon-GAAP net income for the quarter was $778 million, or 63 cents a share, beating expectations of 54 cents a share on a non-GAAP basis. AMD said it was increasing its annual earnings forecast.\nThe Santa Clara, California-based company has had a good run on momentum behind its Zen and Zen 2 architectures for processors, which can generate 50% or more better performance per clock cycle than the previous generation. This architecture put AMD ahead of Intel in performance for the first time in a decade, and it has helped the perennial No. 2 PC chip maker into a fast-growing contender against Intel.\nIntel, meanwhile, has had stumbles not only on the chip design side but also in manufacturing, where it has lost its technological advantage to rivals such as TSMC, which makes both processors and graphics chips for AMD. As a result, AMD has been making historic market share gains for the past three years. What’s interesting is AMD has been making these gains amid a historic chip shortage driven by the supply whipsaw from the pandemic and unprecedented demand for electronic goods.\n“Our business performed exceptionally well in the second quarter as revenue and operating margin doubled and profitability more than tripled year-over-year,” AMD CEO Lisa Su said in a statement. “We are growing significantly faster than the market with strong demand across all of our businesses. We now expect our 2021 annual revenue to grow by approximately 60% year-over-year driven by strong execution and increased customer preference for our leadership products.”\nIntel, meanwhile, is doubling down on its manufacturing investments as a way to stay competitive and take advantage of the chip boom and supply shortage.\nQuarterly financial segment summary\nComputing and graphics segment revenue was $2.25 billion, up 65% year-over-year and 7% quarter-over-quarter driven by higher client and graphics processor sales. Client processor average selling price (ASP) grew year-over-year and quarter-over-quarter driven by a richer mix of Ryzen desktop and notebook processor sales. It was the fifth straight quarter of record processor revenue.\nGraphics processing unit (GPU) ASP grew year-over-year and quarter-over-quarter driven by high-end graphics product sales, including datacenter GPU sales. Operating income was $526 million, compared to $200 million a year ago and $485 million in the prior quarter. The increases were primarily driven by higher revenue.\nEnterprise, embedded, and semi-custom segment revenue was $1.6 billion, up 183% year-over-year and 19% quarter-over-quarter. The increases were driven by higher Epyc processor revenue and semi-custom product sales. The semi-custom products include processors for the PlayStation 5 and Xbox Series X/S game consoles.\nOptimistic Revenue Outlook on Strong Demand\nAMD gave a bullish third-quarter sales forecast, indicating it’s gaining market share from Intel Corp. in the lucrative market for server chips.\nAMD, the second-largest maker of computer processors behind Intel, predicted third-quarter revenue will be about $4.1 billion, plus or minus $100 million. On average, analysts had projected revenue of $3.8 billion. The company also raised its annual outlook and now expects revenue to increase by 60% up from a previous forecast for 50% growth.\nChief Executive Officer Lisa Su has brought the company back from the brink of irrelevance with a raft of new products that customers see as competitive with Intel’s offerings for the first time in years. Investors have poured money into AMD’s stock over the last five years, expecting Su’s changes to result in higher market share and earnings.\n“We are growing significantly faster than the market with strong demand across all of our businesses,” Su said in a statement.\nAMD’s earnings report Tuesday indicates the company is taking market share at Intel’s expense. Intel, the world’s largest superconductor manufacturer, reported a 6% decline in second-quarter revenue. AMD also competes with Nvidia Corp. in the market for graphics processors used in cards for gaming personal computers.\nSu said the company can continue to grow, even if PC demand falls in 2022. “We expect our competition to be really good and we need to be better than that,” Su said during a conference call after the results.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":2980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}