szueyann
2021-05-21
Please like and comment. Thanks
Today's Tech Sell-Off: Where to Invest $5,000 for the Next 5 Years<blockquote>今日科技股抛售：未来5年在哪里投资5,000美元</blockquote>
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
9
5
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":130284176,"tweetId":"130284176","gmtCreate":1621552876495,"gmtModify":1634188259756,"author":{"id":3573721781255613,"idStr":"3573721781255613","authorId":3573721781255613,"authorIdStr":"3573721781255613","name":"szueyann","avatar":"https://static.tigerbbs.com/cba9c6b1e785a9cf7301a7e6a2ff2354","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":154,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Please like and comment. Thanks</p></body></html>","htmlText":"<html><head></head><body><p>Please like and comment. Thanks</p></body></html>","text":"Please like and comment. Thanks","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":9,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/130284176","repostId":1114639105,"repostType":4,"repost":{"id":"1114639105","kind":"news","pubTimestamp":1621524985,"share":"https://www.laohu8.com/m/news/1114639105?lang=zh_CN&edition=full","pubTime":"2021-05-20 23:36","market":"us","language":"en","title":"Today's Tech Sell-Off: Where to Invest $5,000 for the Next 5 Years<blockquote>今日科技股抛售：未来5年在哪里投资5,000美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1114639105","media":"Motley Fool","summary":"These tech giants might multiply your $5,000 investment substantially in the coming years.The Nasdaq-100 Technology Sector index has retreated more than 7% in the past month, bringing down the valuations of some fast-growing names in tech that were considered overvalued earlier. But one shouldn't forget that this same index has jumped more than 240% in the past five years, which means that a $5,000 investment in the index would be worth $17,000 now.Advanced Micro Devices stock has done even bet","content":"<p>These tech giants might multiply your $5,000 investment substantially in the coming years.</p><p><blockquote>这些科技巨头可能会在未来几年大幅增加你的5000美元投资。</blockquote></p><p> The <b>Nasdaq-100 Technology Sector</b> index has retreated more than 7% in the past month, bringing down the valuations of some fast-growing names in tech that were considered overvalued earlier. But one shouldn't forget that this same index has jumped more than 240% in the past five years, which means that a $5,000 investment in the index would be worth $17,000 now.</p><p><blockquote>The<b>纳斯达克100指数科技板块</b>该指数在过去一个月下跌了7%以上，导致一些快速增长的科技公司的估值下降，这些公司此前被认为估值过高。但人们不应该忘记，同一指数在过去五年中上涨了240%以上，这意味着对该指数的5,000美元投资现在价值17,000美元。</blockquote></p><p> <b>Advanced Micro Devices</b> (NASDAQ:AMD) stock has done even better over five years, rising over 1,850% and turning $5,000 into nearly $100,000. Rival graphics card specialist <b>NVIDIA</b>(NASDAQ:NVDA)has soared over 1,200% over a similar period. Both stocks have pulled back thanks to the tech sell-off, but these two stocks could deliver outsized gains over the next five years as well, thanks to the catalysts they are sitting on. Let's find out why.</p><p><blockquote><b>先进微设备公司</b>（纳斯达克：AMD）股票五年来表现更好，上涨了1,850%以上，从5,000美元变成了近100,000美元。竞争对手显卡专家<b>英伟达</b>（纳斯达克：NVDA）同期飙升超过1,200%。由于科技股的抛售，这两只股票都出现了回调，但由于它们所处的催化剂，这两只股票也可能在未来五年内带来巨大的涨幅。让我们找出原因。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45c65cfc8b2918e175d465448db6ae7c\" tg-width=\"2000\" tg-height=\"1427\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>1. Advanced Micro Devices</b></p><p><blockquote><b>1.先进微设备公司</b></blockquote></p><p> AMD's fortunes have changed big time over the past five years. A competitive product lineup has allowed it to take market share away from <b>Intel</b> (NASDAQ:INTC) in the x86 processor market, a trend that's expected to continue in the next five years.</p><p><blockquote>过去五年，AMD的命运发生了巨大变化。具有竞争力的产品阵容使其能够从<b>英特尔</b>（纳斯达克：INTC）在x86处理器市场，这一趋势预计将在未来五年内持续下去。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c49fb00a03d9fc043669c6253b537fc8\" tg-width=\"720\" tg-height=\"387\"><span>AMD DATA BY YCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS提供的AMD数据</span></p></blockquote></p><p> AMD has made solid progress in the PC market through its Ryzen CPUs (central processing units) and Radeon GPUs (graphics processing units). According to the latest data from Steam Hardware Survey for April, AMD now controls almost 29.5% of the PC CPU space. It controlled 25% of the market in December 2020, with Intel holding the rest. Steam data is a credible source for PC market share information, as the platform is used by 120 million monthly active users worldwide.</p><p><blockquote>AMD通过其Ryzen CPU（中央处理器）和Radeon GPU（图形处理器）在PC市场取得了坚实的进展。根据Steam硬件调查4月份的最新数据，AMD现在控制了近29.5%的PC CPU空间。2020年12月，它控制了25%的市场份额，其余份额由英特尔持有。Steam数据是PC市场份额信息的可靠来源，因为该平台在全球有1.2亿月活跃用户使用。</blockquote></p><p> Meanwhile, Mercury Research estimates that AMD's desktop PC market share increased to 19.3% at the end of the first quarter, up from just 11.4% four years ago. It also holds 18% of the mobile CPU market. AMD's CPU market share is expected to jump as high as 50% in 2021 as per Wall Street. This doesn't seem surprising given thetechnology advantage AMD enjoys over Intel, as well as Chipzilla's troubles with getting its latest chips out of the gate.</p><p><blockquote>与此同时，Mercury Research估计，AMD在第一季度末的桌面PC市场份额从四年前的11.4%增至19.3%。它还占据了18%的移动CPU市场。据华尔街报道，AMD的CPU市场份额预计将在2021年跃升至50%。考虑到AMD相对于英特尔的技术优势，以及Chipzilla在推出最新芯片方面遇到的麻烦，这似乎并不奇怪。</blockquote></p><p> AMD has also turned on the heat in the laptop market. The company's Ryzen 5000 mobile processors are expected to power 50% more models this year and pave the way for more market share gains.</p><p><blockquote>AMD也开启了笔记本电脑市场的热度。该公司的锐龙5000移动处理器预计今年将为多50%的型号提供动力，并为更多的市场份额增长铺平道路。</blockquote></p><p> Meanwhile, AMD has made solid progress in the server processor market, finishing Q1 with an 8.9% share. It was nowhere to be seen in server processors four years ago, but the arrival of the EPYC chips has given it a big shot in the arm. AMD is poised to take away more market share from Intel in servers in the coming years and could make billions of dollars from this space.</p><p><blockquote>与此同时，AMD在服务器处理器市场取得了坚实的进展，第一季度以8.9%的份额结束。四年前，它在服务器处理器中还看不到，但EPYC芯片的到来给了它一剂强心针。AMD准备在未来几年从英特尔手中夺走更多服务器市场份额，并可能从这一领域赚取数十亿美元。</blockquote></p><p> On the other hand, the arrival of the latest gaming consoles from <b>Sony</b> and <b>Microsoft</b> that are powered by AMD's chips is moving the needle in a big way for the chipmaker. The PlayStation 5 has sold 7.8 million units so far. It is expected to sell over 200 million units over its lifetime, according to an analyst at Japanese firm Rakuten Securities, as compared to 116 million units of the previous generation PS4.</p><p><blockquote>另一方面，最新游戏机的到来<b>索尼</b>和<b>微软</b>由AMD芯片驱动的芯片对这家芯片制造商来说是一个巨大的推动。PlayStation 5迄今为止已售出780万台。据日本乐天证券公司（Rakuten Securities）的一位分析师称，预计它在其生命周期内的销量将超过2亿台，而上一代PS4的销量为1.16亿台。</blockquote></p><p> What's more, AMD is reportedly getting 80% more revenue from each unit of the PS5 over the PS4. So, a combination of higher shipments and stronger revenue from each gaming console should unlock a massive revenue opportunity for the company in the long run. Not surprisingly, analysts expect AMD to deliver almost 30% annual earnings growth over the next five years -- making it a top growth stock where one can park $5,000 right now, given that it is trading at less than 28 times forward earnings.</p><p><blockquote>更重要的是，据报道，AMD从每台PS5中获得的收入比PS4多80%。因此，从长远来看，每台游戏机更高的出货量和更强劲的收入相结合，应该会为公司带来巨大的收入机会。毫不奇怪，分析师预计AMD在未来五年内将实现近30%的年盈利增长——鉴于其预期市盈率不到28倍，这使其成为目前可以投资5,000美元的顶级成长股。</blockquote></p><p> <b>2. NVIDIA</b></p><p><blockquote><b>2.英伟达</b></blockquote></p><p> NVIDIA has come a long way in the past five years. The chipmaker has branched out into several fast-growing applications such as data centers, artificial intelligence, autonomous cars, and 5G wireless networks from supplying graphics cards for gaming PCs.</p><p><blockquote>英伟达在过去五年中取得了长足的进步。这家芯片制造商已从为游戏PC提供显卡扩展到数据中心、人工智能、自动驾驶汽车和5G无线网络等多个快速增长的应用领域。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60ad2c7070e39d4c3cca24654ff15c3d\" tg-width=\"720\" tg-height=\"387\"><span>NVDA DATA BY YCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS提供的NVDA数据</span></p></blockquote></p><p> Gaming continues to be NVIDIA's biggest source of revenue, accounting for 46% of its top line last fiscal year. The segment's revenue was up 41% in fiscal 2021 to $7.7 billion, thanks to the launch of NVIDIA's new RTX 30 series graphics cards, which have set the sales charts on fire by triggering a massive upgrade cycle.</p><p><blockquote>游戏仍然是英伟达最大的收入来源，占其上一财年营收的46%。得益于英伟达新RTX 30系列显卡的推出，该部门的收入在2021财年增长了41%，达到77亿美元，这些显卡通过引发大规模升级周期而点燃了销售排行榜。</blockquote></p><p></p><p> NVIDIA estimates that 85% of its installed base is yet to upgrade to the RTX series cards, which pack a huge performance bump at aggressive price points over prior generation cards. That's a huge opportunity, as NVIDIA's installed base of gaming graphics cards stands at 140 million. More importantly, the company's new GPUs are driving an increase in the average selling price (ASP).</p><p><blockquote>NVIDIA估计，其85%的安装基础尚未升级到RTX系列卡，与上一代卡相比，RTX系列卡的性能大幅提升，价格极具竞争力。这是一个巨大的机会，因为NVIDIA的游戏显卡安装基数为1.4亿。更重要的是，该公司的新GPU正在推动平均售价（ASP）的上涨。</blockquote></p><p> The latest Ampere-based GPUs recorded an ASP of $360 in the first six months of their launch thanks to an increase in the proportion of customers buying higher-priced cards. That's 20% higher than the previous generation Turing cards that had an ASP of $300 in the initial six months, and well above the $245 ASP of the Pascal cards that were released five years ago.</p><p><blockquote>由于购买高价卡的客户比例增加，最新的基于Ampere的GPU在推出的前六个月的平均售价为360美元。这比上一代图灵卡在最初六个月的平均售价为300美元高出20%，也远高于五年前发布的Pascal卡的平均售价245美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/248662e56d72ba00757a9c18076ebd6b\" tg-width=\"2000\" tg-height=\"1125\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> So, NVIDIA's gaming business could keep growing at a terrific pace over the next five years thanks to a combination of strong volumes and improved pricing. Jon Peddie Research estimates that 41.5 million discrete GPUs were sold in 2020, and NVIDIA dominated this market with a share of 82% at the end of the year. This bodes well for NVIDIA's future, as the GPU market is expected to clock annual growth of nearly 34% through 2027 as per third-party estimates.</p><p><blockquote>因此，得益于强劲的销量和改进的定价，英伟达的游戏业务可能会在未来五年内继续以惊人的速度增长。Jon Peddie Research估计，2020年售出了4150万个独立GPU，英伟达在年底以82%的份额主导了这一市场。这对NVIDIA的未来来说是个好兆头，因为根据第三方的估计，到2027年，GPU市场的年增长率预计将接近34%。</blockquote></p><p> Beyond gaming, NVIDIA is sitting on huge opportunities in nascent markets such as self-driving cars. The company has struck several partnerships in this space and has already lined up automotive design wins worth $8 billion for the next five years. This figure could keep growing thanks to NVIDIA's solid product roadmap, which indicates that it is working on more powerful self-driving platforms that should hit the market in the coming years.</p><p><blockquote>除了游戏之外，英伟达还在自动驾驶汽车等新兴市场坐拥巨大机遇。该公司已在该领域建立了多个合作伙伴关系，并已在未来五年内赢得了价值80亿美元的汽车设计大奖。由于英伟达坚实的产品路线图，这一数字可能会继续增长，这表明它正在开发更强大的自动驾驶平台，这些平台应该会在未来几年上市。</blockquote></p><p> Throw in the fact that NVIDIA's terrific growth in the data center market won't be fading any time soon, and investors will have one more reason to hold on to this tech titan. The data center business generated $6.7 billion in revenue in FY21, up 124% year over year. It accounted for 40% of the total revenue. NVIDIA is now branching out into new areas to ensure that this business keeps growing at elevated rates.</p><p><blockquote>再加上英伟达在数据中心市场的惊人增长不会很快消退，投资者将有更多理由持有这家科技巨头。数据中心业务在2021财年创造了67亿美元的收入，同比增长124%。占总收入的40%。NVIDIA现在正在拓展新领域，以确保该业务保持高速增长。</blockquote></p><p> It recently announced the Grace CPU, a server processor that's expected to go on sale in 2023. This would be new territory for NVIDIA, and success here could supercharge the company's data center business, as the server processor market is expected to be worth $19 billion by 2023.</p><p><blockquote>它最近宣布了Grace CPU，这是一款服务器处理器，预计将于2023年上市。这对英伟达来说将是一个新的领域，在这方面的成功可能会推动该公司的数据中心业务，因为预计到2023年，服务器处理器市场的价值将达到190亿美元。</blockquote></p><p> So, NVIDIA still has a lot of room for growth. Analysts forecast 20%-plus annual earnings growth for the next five years, though NVIDIA could do better if the new opportunities it is attacking bear fruit. In all, NVIDIA looks like a top stock where investors can park $5,000, as it is set for multi-year growth and trades at an attractive 36 times forward earnings as compared to 2020's average multiple of 46.</p><p><blockquote>所以，英伟达还有很大的增长空间。分析师预测未来五年的年盈利增长将超过20%，不过如果英伟达正在攻击的新机会取得成果，它可能会做得更好。总而言之，英伟达看起来是一只投资者可以投资5,000美元的顶级股票，因为它有望实现多年增长，并且预期市盈率为36倍，而2020年的平均市盈率为46倍，颇具吸引力。</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>Today's Tech Sell-Off: Where to Invest $5,000 for the Next 5 Years<blockquote>今日科技股抛售：未来5年在哪里投资5,000美元</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\">\nToday's Tech Sell-Off: Where to Invest $5,000 for the Next 5 Years<blockquote>今日科技股抛售：未来5年在哪里投资5,000美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-05-20 23:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p>These tech giants might multiply your $5,000 investment substantially in the coming years.</p><p><blockquote>这些科技巨头可能会在未来几年大幅增加你的5000美元投资。</blockquote></p><p> The <b>Nasdaq-100 Technology Sector</b> index has retreated more than 7% in the past month, bringing down the valuations of some fast-growing names in tech that were considered overvalued earlier. But one shouldn't forget that this same index has jumped more than 240% in the past five years, which means that a $5,000 investment in the index would be worth $17,000 now.</p><p><blockquote>The<b>纳斯达克100指数科技板块</b>该指数在过去一个月下跌了7%以上，导致一些快速增长的科技公司的估值下降，这些公司此前被认为估值过高。但人们不应该忘记，同一指数在过去五年中上涨了240%以上，这意味着对该指数的5,000美元投资现在价值17,000美元。</blockquote></p><p> <b>Advanced Micro Devices</b> (NASDAQ:AMD) stock has done even better over five years, rising over 1,850% and turning $5,000 into nearly $100,000. Rival graphics card specialist <b>NVIDIA</b>(NASDAQ:NVDA)has soared over 1,200% over a similar period. Both stocks have pulled back thanks to the tech sell-off, but these two stocks could deliver outsized gains over the next five years as well, thanks to the catalysts they are sitting on. Let's find out why.</p><p><blockquote><b>先进微设备公司</b>（纳斯达克：AMD）股票五年来表现更好，上涨了1,850%以上，从5,000美元变成了近100,000美元。竞争对手显卡专家<b>英伟达</b>（纳斯达克：NVDA）同期飙升超过1,200%。由于科技股的抛售，这两只股票都出现了回调，但由于它们所处的催化剂，这两只股票也可能在未来五年内带来巨大的涨幅。让我们找出原因。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45c65cfc8b2918e175d465448db6ae7c\" tg-width=\"2000\" tg-height=\"1427\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>1. Advanced Micro Devices</b></p><p><blockquote><b>1.先进微设备公司</b></blockquote></p><p> AMD's fortunes have changed big time over the past five years. A competitive product lineup has allowed it to take market share away from <b>Intel</b> (NASDAQ:INTC) in the x86 processor market, a trend that's expected to continue in the next five years.</p><p><blockquote>过去五年，AMD的命运发生了巨大变化。具有竞争力的产品阵容使其能够从<b>英特尔</b>（纳斯达克：INTC）在x86处理器市场，这一趋势预计将在未来五年内持续下去。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c49fb00a03d9fc043669c6253b537fc8\" tg-width=\"720\" tg-height=\"387\"><span>AMD DATA BY YCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS提供的AMD数据</span></p></blockquote></p><p> AMD has made solid progress in the PC market through its Ryzen CPUs (central processing units) and Radeon GPUs (graphics processing units). According to the latest data from Steam Hardware Survey for April, AMD now controls almost 29.5% of the PC CPU space. It controlled 25% of the market in December 2020, with Intel holding the rest. Steam data is a credible source for PC market share information, as the platform is used by 120 million monthly active users worldwide.</p><p><blockquote>AMD通过其Ryzen CPU（中央处理器）和Radeon GPU（图形处理器）在PC市场取得了坚实的进展。根据Steam硬件调查4月份的最新数据，AMD现在控制了近29.5%的PC CPU空间。2020年12月，它控制了25%的市场份额，其余份额由英特尔持有。Steam数据是PC市场份额信息的可靠来源，因为该平台在全球有1.2亿月活跃用户使用。</blockquote></p><p> Meanwhile, Mercury Research estimates that AMD's desktop PC market share increased to 19.3% at the end of the first quarter, up from just 11.4% four years ago. It also holds 18% of the mobile CPU market. AMD's CPU market share is expected to jump as high as 50% in 2021 as per Wall Street. This doesn't seem surprising given thetechnology advantage AMD enjoys over Intel, as well as Chipzilla's troubles with getting its latest chips out of the gate.</p><p><blockquote>与此同时，Mercury Research估计，AMD在第一季度末的桌面PC市场份额从四年前的11.4%增至19.3%。它还占据了18%的移动CPU市场。据华尔街报道，AMD的CPU市场份额预计将在2021年跃升至50%。考虑到AMD相对于英特尔的技术优势，以及Chipzilla在推出最新芯片方面遇到的麻烦，这似乎并不奇怪。</blockquote></p><p> AMD has also turned on the heat in the laptop market. The company's Ryzen 5000 mobile processors are expected to power 50% more models this year and pave the way for more market share gains.</p><p><blockquote>AMD也开启了笔记本电脑市场的热度。该公司的锐龙5000移动处理器预计今年将为多50%的型号提供动力，并为更多的市场份额增长铺平道路。</blockquote></p><p> Meanwhile, AMD has made solid progress in the server processor market, finishing Q1 with an 8.9% share. It was nowhere to be seen in server processors four years ago, but the arrival of the EPYC chips has given it a big shot in the arm. AMD is poised to take away more market share from Intel in servers in the coming years and could make billions of dollars from this space.</p><p><blockquote>与此同时，AMD在服务器处理器市场取得了坚实的进展，第一季度以8.9%的份额结束。四年前，它在服务器处理器中还看不到，但EPYC芯片的到来给了它一剂强心针。AMD准备在未来几年从英特尔手中夺走更多服务器市场份额，并可能从这一领域赚取数十亿美元。</blockquote></p><p> On the other hand, the arrival of the latest gaming consoles from <b>Sony</b> and <b>Microsoft</b> that are powered by AMD's chips is moving the needle in a big way for the chipmaker. The PlayStation 5 has sold 7.8 million units so far. It is expected to sell over 200 million units over its lifetime, according to an analyst at Japanese firm Rakuten Securities, as compared to 116 million units of the previous generation PS4.</p><p><blockquote>另一方面，最新游戏机的到来<b>索尼</b>和<b>微软</b>由AMD芯片驱动的芯片对这家芯片制造商来说是一个巨大的推动。PlayStation 5迄今为止已售出780万台。据日本乐天证券公司（Rakuten Securities）的一位分析师称，预计它在其生命周期内的销量将超过2亿台，而上一代PS4的销量为1.16亿台。</blockquote></p><p> What's more, AMD is reportedly getting 80% more revenue from each unit of the PS5 over the PS4. So, a combination of higher shipments and stronger revenue from each gaming console should unlock a massive revenue opportunity for the company in the long run. Not surprisingly, analysts expect AMD to deliver almost 30% annual earnings growth over the next five years -- making it a top growth stock where one can park $5,000 right now, given that it is trading at less than 28 times forward earnings.</p><p><blockquote>更重要的是，据报道，AMD从每台PS5中获得的收入比PS4多80%。因此，从长远来看，每台游戏机更高的出货量和更强劲的收入相结合，应该会为公司带来巨大的收入机会。毫不奇怪，分析师预计AMD在未来五年内将实现近30%的年盈利增长——鉴于其预期市盈率不到28倍，这使其成为目前可以投资5,000美元的顶级成长股。</blockquote></p><p> <b>2. NVIDIA</b></p><p><blockquote><b>2.英伟达</b></blockquote></p><p> NVIDIA has come a long way in the past five years. The chipmaker has branched out into several fast-growing applications such as data centers, artificial intelligence, autonomous cars, and 5G wireless networks from supplying graphics cards for gaming PCs.</p><p><blockquote>英伟达在过去五年中取得了长足的进步。这家芯片制造商已从为游戏PC提供显卡扩展到数据中心、人工智能、自动驾驶汽车和5G无线网络等多个快速增长的应用领域。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60ad2c7070e39d4c3cca24654ff15c3d\" tg-width=\"720\" tg-height=\"387\"><span>NVDA DATA BY YCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS提供的NVDA数据</span></p></blockquote></p><p> Gaming continues to be NVIDIA's biggest source of revenue, accounting for 46% of its top line last fiscal year. The segment's revenue was up 41% in fiscal 2021 to $7.7 billion, thanks to the launch of NVIDIA's new RTX 30 series graphics cards, which have set the sales charts on fire by triggering a massive upgrade cycle.</p><p><blockquote>游戏仍然是英伟达最大的收入来源，占其上一财年营收的46%。得益于英伟达新RTX 30系列显卡的推出，该部门的收入在2021财年增长了41%，达到77亿美元，这些显卡通过引发大规模升级周期而点燃了销售排行榜。</blockquote></p><p></p><p> NVIDIA estimates that 85% of its installed base is yet to upgrade to the RTX series cards, which pack a huge performance bump at aggressive price points over prior generation cards. That's a huge opportunity, as NVIDIA's installed base of gaming graphics cards stands at 140 million. More importantly, the company's new GPUs are driving an increase in the average selling price (ASP).</p><p><blockquote>NVIDIA估计，其85%的安装基础尚未升级到RTX系列卡，与上一代卡相比，RTX系列卡的性能大幅提升，价格极具竞争力。这是一个巨大的机会，因为NVIDIA的游戏显卡安装基数为1.4亿。更重要的是，该公司的新GPU正在推动平均售价（ASP）的上涨。</blockquote></p><p> The latest Ampere-based GPUs recorded an ASP of $360 in the first six months of their launch thanks to an increase in the proportion of customers buying higher-priced cards. That's 20% higher than the previous generation Turing cards that had an ASP of $300 in the initial six months, and well above the $245 ASP of the Pascal cards that were released five years ago.</p><p><blockquote>由于购买高价卡的客户比例增加，最新的基于Ampere的GPU在推出的前六个月的平均售价为360美元。这比上一代图灵卡在最初六个月的平均售价为300美元高出20%，也远高于五年前发布的Pascal卡的平均售价245美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/248662e56d72ba00757a9c18076ebd6b\" tg-width=\"2000\" tg-height=\"1125\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> So, NVIDIA's gaming business could keep growing at a terrific pace over the next five years thanks to a combination of strong volumes and improved pricing. Jon Peddie Research estimates that 41.5 million discrete GPUs were sold in 2020, and NVIDIA dominated this market with a share of 82% at the end of the year. This bodes well for NVIDIA's future, as the GPU market is expected to clock annual growth of nearly 34% through 2027 as per third-party estimates.</p><p><blockquote>因此，得益于强劲的销量和改进的定价，英伟达的游戏业务可能会在未来五年内继续以惊人的速度增长。Jon Peddie Research估计，2020年售出了4150万个独立GPU，英伟达在年底以82%的份额主导了这一市场。这对NVIDIA的未来来说是个好兆头，因为根据第三方的估计，到2027年，GPU市场的年增长率预计将接近34%。</blockquote></p><p> Beyond gaming, NVIDIA is sitting on huge opportunities in nascent markets such as self-driving cars. The company has struck several partnerships in this space and has already lined up automotive design wins worth $8 billion for the next five years. This figure could keep growing thanks to NVIDIA's solid product roadmap, which indicates that it is working on more powerful self-driving platforms that should hit the market in the coming years.</p><p><blockquote>除了游戏之外，英伟达还在自动驾驶汽车等新兴市场坐拥巨大机遇。该公司已在该领域建立了多个合作伙伴关系，并已在未来五年内赢得了价值80亿美元的汽车设计大奖。由于英伟达坚实的产品路线图，这一数字可能会继续增长，这表明它正在开发更强大的自动驾驶平台，这些平台应该会在未来几年上市。</blockquote></p><p> Throw in the fact that NVIDIA's terrific growth in the data center market won't be fading any time soon, and investors will have one more reason to hold on to this tech titan. The data center business generated $6.7 billion in revenue in FY21, up 124% year over year. It accounted for 40% of the total revenue. NVIDIA is now branching out into new areas to ensure that this business keeps growing at elevated rates.</p><p><blockquote>再加上英伟达在数据中心市场的惊人增长不会很快消退，投资者将有更多理由持有这家科技巨头。数据中心业务在2021财年创造了67亿美元的收入，同比增长124%。占总收入的40%。NVIDIA现在正在拓展新领域，以确保该业务保持高速增长。</blockquote></p><p> It recently announced the Grace CPU, a server processor that's expected to go on sale in 2023. This would be new territory for NVIDIA, and success here could supercharge the company's data center business, as the server processor market is expected to be worth $19 billion by 2023.</p><p><blockquote>它最近宣布了Grace CPU，这是一款服务器处理器，预计将于2023年上市。这对英伟达来说将是一个新的领域，在这方面的成功可能会推动该公司的数据中心业务，因为预计到2023年，服务器处理器市场的价值将达到190亿美元。</blockquote></p><p> So, NVIDIA still has a lot of room for growth. Analysts forecast 20%-plus annual earnings growth for the next five years, though NVIDIA could do better if the new opportunities it is attacking bear fruit. In all, NVIDIA looks like a top stock where investors can park $5,000, as it is set for multi-year growth and trades at an attractive 36 times forward earnings as compared to 2020's average multiple of 46.</p><p><blockquote>所以，英伟达还有很大的增长空间。分析师预测未来五年的年盈利增长将超过20%，不过如果英伟达正在攻击的新机会取得成果，它可能会做得更好。总而言之，英伟达看起来是一只投资者可以投资5,000美元的顶级股票，因为它有望实现多年增长，并且预期市盈率为36倍，而2020年的平均市盈率为46倍，颇具吸引力。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/05/20/tech-sell-off-where-invest-5000-for-next-5-years/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","NDX":"纳斯达克100指数","AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2021/05/20/tech-sell-off-where-invest-5000-for-next-5-years/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114639105","content_text":"These tech giants might multiply your $5,000 investment substantially in the coming years.\nThe Nasdaq-100 Technology Sector index has retreated more than 7% in the past month, bringing down the valuations of some fast-growing names in tech that were considered overvalued earlier. But one shouldn't forget that this same index has jumped more than 240% in the past five years, which means that a $5,000 investment in the index would be worth $17,000 now.\nAdvanced Micro Devices (NASDAQ:AMD) stock has done even better over five years, rising over 1,850% and turning $5,000 into nearly $100,000. Rival graphics card specialist NVIDIA(NASDAQ:NVDA)has soared over 1,200% over a similar period. Both stocks have pulled back thanks to the tech sell-off, but these two stocks could deliver outsized gains over the next five years as well, thanks to the catalysts they are sitting on. Let's find out why.\nIMAGE SOURCE: GETTY IMAGES.\n1. Advanced Micro Devices\nAMD's fortunes have changed big time over the past five years. A competitive product lineup has allowed it to take market share away from Intel (NASDAQ:INTC) in the x86 processor market, a trend that's expected to continue in the next five years.\nAMD DATA BY YCHARTS\nAMD has made solid progress in the PC market through its Ryzen CPUs (central processing units) and Radeon GPUs (graphics processing units). According to the latest data from Steam Hardware Survey for April, AMD now controls almost 29.5% of the PC CPU space. It controlled 25% of the market in December 2020, with Intel holding the rest. Steam data is a credible source for PC market share information, as the platform is used by 120 million monthly active users worldwide.\nMeanwhile, Mercury Research estimates that AMD's desktop PC market share increased to 19.3% at the end of the first quarter, up from just 11.4% four years ago. It also holds 18% of the mobile CPU market. AMD's CPU market share is expected to jump as high as 50% in 2021 as per Wall Street. This doesn't seem surprising given thetechnology advantage AMD enjoys over Intel, as well as Chipzilla's troubles with getting its latest chips out of the gate.\nAMD has also turned on the heat in the laptop market. The company's Ryzen 5000 mobile processors are expected to power 50% more models this year and pave the way for more market share gains.\nMeanwhile, AMD has made solid progress in the server processor market, finishing Q1 with an 8.9% share. It was nowhere to be seen in server processors four years ago, but the arrival of the EPYC chips has given it a big shot in the arm. AMD is poised to take away more market share from Intel in servers in the coming years and could make billions of dollars from this space.\nOn the other hand, the arrival of the latest gaming consoles from Sony and Microsoft that are powered by AMD's chips is moving the needle in a big way for the chipmaker. The PlayStation 5 has sold 7.8 million units so far. It is expected to sell over 200 million units over its lifetime, according to an analyst at Japanese firm Rakuten Securities, as compared to 116 million units of the previous generation PS4.\nWhat's more, AMD is reportedly getting 80% more revenue from each unit of the PS5 over the PS4. So, a combination of higher shipments and stronger revenue from each gaming console should unlock a massive revenue opportunity for the company in the long run. Not surprisingly, analysts expect AMD to deliver almost 30% annual earnings growth over the next five years -- making it a top growth stock where one can park $5,000 right now, given that it is trading at less than 28 times forward earnings.\n2. NVIDIA\nNVIDIA has come a long way in the past five years. The chipmaker has branched out into several fast-growing applications such as data centers, artificial intelligence, autonomous cars, and 5G wireless networks from supplying graphics cards for gaming PCs.\nNVDA DATA BY YCHARTS\nGaming continues to be NVIDIA's biggest source of revenue, accounting for 46% of its top line last fiscal year. The segment's revenue was up 41% in fiscal 2021 to $7.7 billion, thanks to the launch of NVIDIA's new RTX 30 series graphics cards, which have set the sales charts on fire by triggering a massive upgrade cycle.\nNVIDIA estimates that 85% of its installed base is yet to upgrade to the RTX series cards, which pack a huge performance bump at aggressive price points over prior generation cards. That's a huge opportunity, as NVIDIA's installed base of gaming graphics cards stands at 140 million. More importantly, the company's new GPUs are driving an increase in the average selling price (ASP).\nThe latest Ampere-based GPUs recorded an ASP of $360 in the first six months of their launch thanks to an increase in the proportion of customers buying higher-priced cards. That's 20% higher than the previous generation Turing cards that had an ASP of $300 in the initial six months, and well above the $245 ASP of the Pascal cards that were released five years ago.\nIMAGE SOURCE: GETTY IMAGES.\nSo, NVIDIA's gaming business could keep growing at a terrific pace over the next five years thanks to a combination of strong volumes and improved pricing. Jon Peddie Research estimates that 41.5 million discrete GPUs were sold in 2020, and NVIDIA dominated this market with a share of 82% at the end of the year. This bodes well for NVIDIA's future, as the GPU market is expected to clock annual growth of nearly 34% through 2027 as per third-party estimates.\nBeyond gaming, NVIDIA is sitting on huge opportunities in nascent markets such as self-driving cars. The company has struck several partnerships in this space and has already lined up automotive design wins worth $8 billion for the next five years. This figure could keep growing thanks to NVIDIA's solid product roadmap, which indicates that it is working on more powerful self-driving platforms that should hit the market in the coming years.\nThrow in the fact that NVIDIA's terrific growth in the data center market won't be fading any time soon, and investors will have one more reason to hold on to this tech titan. The data center business generated $6.7 billion in revenue in FY21, up 124% year over year. It accounted for 40% of the total revenue. NVIDIA is now branching out into new areas to ensure that this business keeps growing at elevated rates.\nIt recently announced the Grace CPU, a server processor that's expected to go on sale in 2023. This would be new territory for NVIDIA, and success here could supercharge the company's data center business, as the server processor market is expected to be worth $19 billion by 2023.\nSo, NVIDIA still has a lot of room for growth. Analysts forecast 20%-plus annual earnings growth for the next five years, though NVIDIA could do better if the new opportunities it is attacking bear fruit. In all, NVIDIA looks like a top stock where investors can park $5,000, as it is set for multi-year growth and trades at an attractive 36 times forward earnings as compared to 2020's average multiple of 46.","news_type":1,"symbols_score_info":{"NVDA":0.9,"AMD":0.9,"NDX":0.9}},"isVote":1,"tweetType":1,"viewCount":793,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":27,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/130284176"}
精彩评论