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2021-06-18

Crypto FTW

Crypto Mining Could Give Huge Boost to Seagate and Western Digital Stock<blockquote>加密货币挖矿可能会极大提振希捷和西部数据的股票</blockquote>

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Most cryptocurrencies rely on a “proof of work” model to verify transactions: Miners solve complex mathematical problems that require lots of computational power to earn coins, which explains why traditional mining is so energy-intensive.<blockquote>Chia使用不同于其他加密货币的模型来创建新的硬币。大多数加密货币都依靠 “工作量证明 ”模型来验证交易：矿工解决复杂的数学问题，需要大量的计算能力来赚取硬币，这也解释了为什么传统挖矿如此耗能。</blockquote> Chia’s approach, by contrast, is tied to storage capacity committed to being used on the blockchain, rather than computational might. And that is warping demand for high-capacity drives.<blockquote>相比之下，Chia 的方法与区块链上承诺使用的存储容量挂钩，而不是计算能力。这扭曲了对大容量驱动器的需求。</blockquote> In a research note on Thursday, Loop Capital analyst&nbsp;Ananda Baruah&nbsp;asserts that both&nbsp;SeagateTechnology Holdings (ticker: STX) and&nbsp;Western Digital(WDC)—which together control most of the world’s disk-drive production—could see a sustained boost to both pricing and profits from the Chia-driven acceleration in demand for high-capacity drives.<blockquote>Loop Capital 分析师阿南达-巴鲁阿（Ananda Baruah）在周四的一份研究报告中断言，希捷科技控股公司（股票代码：STX）和西部数据（WDC）共同控制着全球大部分磁盘驱动器生产，这两家公司的定价和利润都可能因 Chia 推动的大容量驱动器需求加速而持续提升。</blockquote> If that demand is sustained, he asserts, Seagate’s annualized earnings could reach $12 a share, well above the Street’s consensus forecasts of profits of $5.52 a share for the June 2021 fiscal year, $7.48 for fiscal 2022, and $7.71 for fiscal 2023. For Western Digital, he writes, profits could reach the $10-$12-per-share range, which compares to Street estimates of $3.83 for the June 2021 fiscal year, $8.87 for fiscal 2022, and $10.54 for fiscal 2023.<blockquote>他断言，如果这种需求持续下去，希捷的年化收益可能达到每股 12 美元，远高于华尔街一致预测的 2021 年 6 月财年每股利润 5.52 美元、2022 财年每股利润 7.48 美元和 2023 财年每股利润 7.71 美元。他写道，对于西部数据来说，每股利润可能达到 10 至 12 美元，而华尔街对 2021 年 6 月财年的预期为 3.83 美元，2022 财年为 8.87 美元，2023 财年为 10.54 美元。</blockquote> While the impact on drive pricing from Chia farming has largely been at the retail level and through distributors, Baruah sees the trend overflowing to contract pricing if the Chia trend is sustained, with higher prices possible for drives sold to both cloud-computing companies and major data-storage systems companies like Hewlett Packard Enterprise (HPE),Dell Technologies‘ (DELL) EMC unit, and&nbsp;NetApp(NTAP).<blockquote>虽然Chia farming对硬盘定价的影响主要是在零售层面和通过分销商，但Baruah认为，如果Chia趋势持续下去，这种趋势将溢出到合同定价，出售给云计算公司和主要数据存储系统公司的硬盘价格可能会更高，如慧与(HPE)、戴尔技术公司(Dell)的EMC部门和NetApp(NTAP)。</blockquote> He contends that both Seagate and Western Digital have begun holding conversations on shifting average selling prices higher. And he adds that “if all of this holds, gross margin expansion could have a long way to go.”<blockquote>他认为，希捷和西部数据都已经开始就提高平均售价进行对话。他补充说，“如果所有这些都成立，毛利率的扩张可能还有很长的路要走”。</blockquote> With distributor inventories depleted, Baruah adds, the hard-drive suppliers are “in prime position” heading into the calendar second half to see elevated pricing. He notes that the last time there was an event-driven price reset in the drive market was 10 years ago, when severe flooding in Thailand knocked out a substantial portion of drive manufacturing capacity. This time, he says, there is less excess capacity in the system, with limited suppliers of both recording heads and magnetic media constraining the ability to satisfy demand.<blockquote>Baruah 补充说，随着分销商库存的耗尽，硬盘供应商 “处于有利地位 ”进入下半年，价格将会上涨。他指出，上一次驱动器市场出现事件驱动的价格重置是在 10 年前，当时泰国的严重洪水摧毁了很大一部分驱动器制造产能。他说，这一次，系统中的过剩容量较少，记录头和磁介质供应商有限，限制了满足需求的能力。</blockquote> Baruah maintains his Buy ratings on both Seagate and Western Digital. He has price targets of $100 on Seagate and $90 on Western. Both stocks are lower in recent trading, with Seagate off 4.2%, at $88.82, and Western Digital down 3.4%, at $70.77. The&nbsp;S&amp;P 500&nbsp;index is down 0.04%.<blockquote>巴鲁阿维持希捷和西部数据的买入评级。他对希捷的目标价为 100 美元，对西方的目标价为 90 美元。两只股票在最近的交易中都下跌，希捷下跌 4.2%，至 88.82 美元，西部数据下跌 3.4%，至 70.77 美元。标普500指数下跌0.04%。</blockquote>","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>Crypto Mining Could Give Huge Boost to Seagate and Western Digital Stock<blockquote>加密货币挖矿可能会极大提振希捷和西部数据的股票</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\">\nCrypto Mining Could Give Huge Boost to Seagate and Western Digital Stock<blockquote>加密货币挖矿可能会极大提振希捷和西部数据的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-06-18 10:44\n\n</h4>\n</header>\n<article>\nDisk-drive demand continues to be warped by the rapid adoption of Chia, a cryptocurrency that relies on large capacity drives to “farm” new coins.<blockquote>Chia 是一种依靠大容量驱动器 “种植 ”新硬币的加密货币，其快速普及继续扭曲磁盘驱动器的需求。</blockquote> , Chia uses a different model than other cryptocurrencies to create new coins. Most cryptocurrencies rely on a “proof of work” model to verify transactions: Miners solve complex mathematical problems that require lots of computational power to earn coins, which explains why traditional mining is so energy-intensive.<blockquote>Chia使用不同于其他加密货币的模型来创建新的硬币。大多数加密货币都依靠 “工作量证明 ”模型来验证交易：矿工解决复杂的数学问题，需要大量的计算能力来赚取硬币，这也解释了为什么传统挖矿如此耗能。</blockquote> Chia’s approach, by contrast, is tied to storage capacity committed to being used on the blockchain, rather than computational might. And that is warping demand for high-capacity drives.<blockquote>相比之下，Chia 的方法与区块链上承诺使用的存储容量挂钩，而不是计算能力。这扭曲了对大容量驱动器的需求。</blockquote> In a research note on Thursday, Loop Capital analyst&nbsp;Ananda Baruah&nbsp;asserts that both&nbsp;SeagateTechnology Holdings (ticker: STX) and&nbsp;Western Digital(WDC)—which together control most of the world’s disk-drive production—could see a sustained boost to both pricing and profits from the Chia-driven acceleration in demand for high-capacity drives.<blockquote>Loop Capital 分析师阿南达-巴鲁阿（Ananda Baruah）在周四的一份研究报告中断言，希捷科技控股公司（股票代码：STX）和西部数据（WDC）共同控制着全球大部分磁盘驱动器生产，这两家公司的定价和利润都可能因 Chia 推动的大容量驱动器需求加速而持续提升。</blockquote> If that demand is sustained, he asserts, Seagate’s annualized earnings could reach $12 a share, well above the Street’s consensus forecasts of profits of $5.52 a share for the June 2021 fiscal year, $7.48 for fiscal 2022, and $7.71 for fiscal 2023. For Western Digital, he writes, profits could reach the $10-$12-per-share range, which compares to Street estimates of $3.83 for the June 2021 fiscal year, $8.87 for fiscal 2022, and $10.54 for fiscal 2023.<blockquote>他断言，如果这种需求持续下去，希捷的年化收益可能达到每股 12 美元，远高于华尔街一致预测的 2021 年 6 月财年每股利润 5.52 美元、2022 财年每股利润 7.48 美元和 2023 财年每股利润 7.71 美元。他写道，对于西部数据来说，每股利润可能达到 10 至 12 美元，而华尔街对 2021 年 6 月财年的预期为 3.83 美元，2022 财年为 8.87 美元，2023 财年为 10.54 美元。</blockquote> While the impact on drive pricing from Chia farming has largely been at the retail level and through distributors, Baruah sees the trend overflowing to contract pricing if the Chia trend is sustained, with higher prices possible for drives sold to both cloud-computing companies and major data-storage systems companies like Hewlett Packard Enterprise (HPE),Dell Technologies‘ (DELL) EMC unit, and&nbsp;NetApp(NTAP).<blockquote>虽然Chia farming对硬盘定价的影响主要是在零售层面和通过分销商，但Baruah认为，如果Chia趋势持续下去，这种趋势将溢出到合同定价，出售给云计算公司和主要数据存储系统公司的硬盘价格可能会更高，如慧与(HPE)、戴尔技术公司(Dell)的EMC部门和NetApp(NTAP)。</blockquote> He contends that both Seagate and Western Digital have begun holding conversations on shifting average selling prices higher. And he adds that “if all of this holds, gross margin expansion could have a long way to go.”<blockquote>他认为，希捷和西部数据都已经开始就提高平均售价进行对话。他补充说，“如果所有这些都成立，毛利率的扩张可能还有很长的路要走”。</blockquote> With distributor inventories depleted, Baruah adds, the hard-drive suppliers are “in prime position” heading into the calendar second half to see elevated pricing. He notes that the last time there was an event-driven price reset in the drive market was 10 years ago, when severe flooding in Thailand knocked out a substantial portion of drive manufacturing capacity. This time, he says, there is less excess capacity in the system, with limited suppliers of both recording heads and magnetic media constraining the ability to satisfy demand.<blockquote>Baruah 补充说，随着分销商库存的耗尽，硬盘供应商 “处于有利地位 ”进入下半年，价格将会上涨。他指出，上一次驱动器市场出现事件驱动的价格重置是在 10 年前，当时泰国的严重洪水摧毁了很大一部分驱动器制造产能。他说，这一次，系统中的过剩容量较少，记录头和磁介质供应商有限，限制了满足需求的能力。</blockquote> Baruah maintains his Buy ratings on both Seagate and Western Digital. He has price targets of $100 on Seagate and $90 on Western. Both stocks are lower in recent trading, with Seagate off 4.2%, at $88.82, and Western Digital down 3.4%, at $70.77. The&nbsp;S&amp;P 500&nbsp;index is down 0.04%.<blockquote>巴鲁阿维持希捷和西部数据的买入评级。他对希捷的目标价为 100 美元，对西方的目标价为 90 美元。两只股票在最近的交易中都下跌，希捷下跌 4.2%，至 88.82 美元，西部数据下跌 3.4%，至 70.77 美元。标普500指数下跌0.04%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/crypto-mining-could-give-huge-boost-to-seagate-and-western-digital-stock-51623944488?mod=hp_DAY_7\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WDC":"西部数据","STX":"希捷科技"},"source_url":"https://www.barrons.com/articles/crypto-mining-could-give-huge-boost-to-seagate-and-western-digital-stock-51623944488?mod=hp_DAY_7","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112448941","content_text":"Disk-drive demand continues to be warped by the rapid adoption of Chia, a cryptocurrency that relies on large capacity drives to “farm” new coins.\n, Chia uses a different model than other cryptocurrencies to create new coins. Most cryptocurrencies rely on a “proof of work” model to verify transactions: Miners solve complex mathematical problems that require lots of computational power to earn coins, which explains why traditional mining is so energy-intensive.\nChia’s approach, by contrast, is tied to storage capacity committed to being used on the blockchain, rather than computational might. And that is warping demand for high-capacity drives.\nIn a research note on Thursday, Loop Capital analyst Ananda Baruah asserts that both SeagateTechnology Holdings (ticker: STX) and Western Digital(WDC)—which together control most of the world’s disk-drive production—could see a sustained boost to both pricing and profits from the Chia-driven acceleration in demand for high-capacity drives.\nIf that demand is sustained, he asserts, Seagate’s annualized earnings could reach $12 a share, well above the Street’s consensus forecasts of profits of $5.52 a share for the June 2021 fiscal year, $7.48 for fiscal 2022, and $7.71 for fiscal 2023. For Western Digital, he writes, profits could reach the $10-$12-per-share range, which compares to Street estimates of $3.83 for the June 2021 fiscal year, $8.87 for fiscal 2022, and $10.54 for fiscal 2023.\nWhile the impact on drive pricing from Chia farming has largely been at the retail level and through distributors, Baruah sees the trend overflowing to contract pricing if the Chia trend is sustained, with higher prices possible for drives sold to both cloud-computing companies and major data-storage systems companies like Hewlett Packard Enterprise (HPE),Dell Technologies‘ (DELL) EMC unit, and NetApp(NTAP).\nHe contends that both Seagate and Western Digital have begun holding conversations on shifting average selling prices higher. And he adds that “if all of this holds, gross margin expansion could have a long way to go.”\nWith distributor inventories depleted, Baruah adds, the hard-drive suppliers are “in prime position” heading into the calendar second half to see elevated pricing. He notes that the last time there was an event-driven price reset in the drive market was 10 years ago, when severe flooding in Thailand knocked out a substantial portion of drive manufacturing capacity. This time, he says, there is less excess capacity in the system, with limited suppliers of both recording heads and magnetic media constraining the ability to satisfy demand.\nBaruah maintains his Buy ratings on both Seagate and Western Digital. He has price targets of $100 on Seagate and $90 on Western. Both stocks are lower in recent trading, with Seagate off 4.2%, at $88.82, and Western Digital down 3.4%, at $70.77. The S&P 500 index is down 0.04%.","news_type":1,"symbols_score_info":{"STX":0.9,"WDC":0.9}},"isVote":1,"tweetType":1,"viewCount":706,"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":9,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/168755906"}