Sector Watch: Nvidia, Intel events could wake up a sleepy semi sector

Kim Khan2020-08-30

The semiconductor sector should be active this week with events from Nvidia and Intel on the cards. On Tuesday at noon ET, Nvidia (NASDAQ:NVDA) CEO Jensen Huang will give a presentation on the company...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2063419437?lang=zh_CN&edition=full","thumbnail":"","is_english":true,"pubTime":"2020-08-30 22:06","share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","id":"2063419437","market":"us","top_or_hot":-1,"title":"Sector Watch: Nvidia, Intel events could wake up a sleepy semi sector","media":"Kim Khan","content":"<div>\n<p>The semiconductor sector should be active this week with events from Nvidia and Intel on the cards.\nOn Tuesday at noon ET, Nvidia (NASDAQ:NVDA) CEO Jensen Huang will give a presentation on the company...</p>\n\n<a href=\"https://seekingalpha.com/news/3609949-sector-watch-nvidia-intel-events-wake-up-sleepy-semi-sector\">网页链接</a>\n\n</div>\n","source":"seekingalpha","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>Sector Watch: Nvidia, Intel events could wake up a sleepy semi sector</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nSector Watch: Nvidia, Intel events could wake up a sleepy semi sector\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-08-30 22:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3609949-sector-watch-nvidia-intel-events-wake-up-sleepy-semi-sector><strong>Kim Khan</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The semiconductor sector should be active this week with events from Nvidia and Intel on the cards.\nOn Tuesday at noon ET, Nvidia (NASDAQ:NVDA) CEO Jensen Huang will give a presentation on the company...</p>\n\n<a href=\"https://seekingalpha.com/news/3609949-sector-watch-nvidia-intel-events-wake-up-sleepy-semi-sector\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"INTC","symbol_name":"英特尔","start_time":0,"source_url":"https://seekingalpha.com/news/3609949-sector-watch-nvidia-intel-events-wake-up-sleepy-semi-sector","article_id":"2063419437","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2063419437","pubTimestamp":1598796417,"sourceInfo":{"source_id":"seekingalpha","name":"Seeking Alpha"},"weMediaInfo":null,"summary":"The semiconductor sector should be active this week with events from Nvidia and Intel on the cards.\n","collect":0,"end_time":0,"defaultTopTitle":"seekingalpha.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"INTC":"英特尔","NVDA":"英伟达","09086":"华夏纳指-U","SOXX":"iShares费城交易所半导体ETF","03086":"华夏纳指","XLK":"高科技指数ETF-SPDR"},"translate_title":"行业观察:英伟达，英特尔事件可能唤醒沉睡的半行业","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"INTC":1,"NVDA":0.9,"SOXX":0.9,"XLK":0.9,"03086":0.6,"09086":0.6},"content_text":"The semiconductor sector should be active this week with events from Nvidia and Intel on the cards.\nOn Tuesday at noon ET, Nvidia (NASDAQ:NVDA) CEO Jensen Huang will give a presentation on the company’s latest innovations in gaming and graphics. It is likely that Nvidia will unveil its GeForce RTX 3000 series of cards at the event and detail the RTX 3080 successor to the RTX 2080.\nAnd on Wednesday, also at noon, Intel (NASDAQ:INTC) will hold its Tiger Lake Virtual launch event to unveil more details on the eleventh-generation laptop-grade processors that promise to bring in faster and more efficient CPU performance as well as boosted graphics.\nThe chip sector is well off the March lows, with the iShares Philadelphia Semiconductor Sector Index ETF (NASDAQ:SOXX) up nearly 23% year to date and 74% off those lows. The SOXX closed at a record $309.71 on Friday.\nBut in the last month it's up just 5.6%, and that includes a significant Friday rally. It’s been trailing the broader market, with the S&P up 14.3%, and trailing the tech sector as a whole, with the SPDR Information Technology Sector ETF (NYSEARCA:XLK) up 14.3%, greatly benefiting from the rallies in Apple and Salesforce.\n\nNvidia has been one of the outstanding semiconductor stocks in the last month, up nearly 24%. It reported upside Q2 results this month, with record data center revenue. But the stock also moved into overbought territory on the relative strength index in the middle of the month.\nSounding a note of caution about the stock’s rise, High Watermark Investments wrote that “as the markets realize that the sustainability of Nvidia's growth also depends on how the competition and hyperscalers react in the longer term, the stock might undergo a significant re-rating to bring the valuations more in line with hardware peers.”\nIntel has been steady for the month, up 5.1%, just a little behind the SOXX. But the shares have yet to recover from a selloff in July on a six-month 7nm product delay, even with the resumption of its buyback with a $10B accelerated share repurchase program. Shares are still below their 50-, 100- and 200-day simple moving averages.\n“Is (the delay) a death-knell for Intel? No. Is it a wake-up call? Yes,” Joseph L. Shaefer wrote on Seeking Alpha. “And if the problem is one of manufacturing capacity rather than significant design flaws, there are other firms Intel can sub-contract to in order to get quickly up to speed.”\n\nCheck out more market-moving events this week in Seeking Alpha's Catalyst Watch.\n Click to subscribe to real-time analytics on SOXXNow read: Intel Is Down - Not Out »","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2063419437"}