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2021-07-16

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Why an Analyst Raised AMD’s Price Target by 459%<blockquote>为什么分析师将AMD目标价上调459%</blockquote>

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He just woke up after deep sleeping 2 years.[捂脸]","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/170360221","repostId":1130216654,"repostType":4,"repost":{"id":"1130216654","kind":"news","pubTimestamp":1626401928,"share":"https://www.laohu8.com/m/news/1130216654?lang=zh_CN&edition=full","pubTime":"2021-07-16 10:18","market":"us","language":"en","title":"Why an Analyst Raised AMD’s Price Target by 459%<blockquote>为什么分析师将AMD目标价上调459%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130216654","media":"Barron's","summary":"Advanced Micro Devices succeeded in turning around a longtime bear Thursday after the chip maker acc","content":"Advanced Micro Devices succeeded in turning around a longtime bear Thursday after the chip maker accelerated its market-share gains in server processors at the expense of rival Intel.<blockquote>Advanced Micro Devices周四成功扭转了长期的熊市，此前这家芯片制造商以牺牲竞争对手英特尔的利益为代价，加速了服务器处理器市场份额的增长。</blockquote> Citigroup analyst Christopher Danely upgraded his call on AMD shares (ticker: AMD) to Neutral from Sell, and bumped his price target to $95 from $17—a spike of 459%.<blockquote>花旗集团分析师Christopher Danely将AMD股票（股票代码：AMD）的看涨期权从卖出上调至中性，并将目标价从17美元上调至95美元，涨幅为459%。</blockquote> Danely wrote in a Thursday note that his team’s checks suggest that AMD is taking market share from Intel (INTC)–gaining 1.5% in the first quarter—for the first time in 15 years. He predicts the gains will continue and that AMD will reach a 20% market share by the end of 2022, close to the company’s previous peak. In the beginning of 2019, AMD had a share of roughly 2.5% in server multiprocessing units, according to Citi’s data.<blockquote>Danely在周四的一份报告中写道，他的团队的检查表明，AMD正在从英特尔(INTC)手中夺取市场份额——第一季度增长了1.5%——这是15年来的首次。他预测，这种增长将持续下去，AMD将在2022年底达到20%的市场份额，接近该公司之前的峰值。根据花旗的数据，2019年初，AMD在服务器多处理单元中的份额约为2.5%。</blockquote> AMD’s share gains should last at least two years, he said—benefiting from ongoing production problems at Intel, among other things. Intel’s next-generation production technology will suffer from delays, the analyst predicted. Production holdups likely mean that Intel’s margins will thin, as semiconductor manufacturers typically increase their profit the longer a chip is produced.<blockquote>他表示，AMD的份额增长应该会持续至少两年——受益于英特尔持续的生产问题等。这位分析师预测，英特尔的下一代生产技术将遭受延迟。生产停滞可能意味着英特尔的利润率将会下降，因为芯片生产的时间越长，半导体制造商的利润通常就会增加。</blockquote> For investors who buy in to Danely’s thesis, the analyst recommends a pairs trade: underweight Intel stock while overweighting AMD shares. A pairs trade typically involves two stocks whose movements are inversely linked: An investor shorts, or bets against, one, while taking a long position in the other. Danely wrote that risks to such a trade include Intel fixing its production issues in a shorter-than-expected time frame and AMD facing delays with its server chips.<blockquote>对于认同Danely论文的投资者，分析师建议进行配对交易：跑输大盘英特尔股票，同时增持AMD股票。配对交易通常涉及两只走势呈负相关的股票：投资者做空或做空一只股票，同时做多另一只股票。Danely写道，此类交易的风险包括英特尔在比预期更短的时间内解决其生产问题，以及AMD面临其服务器芯片的延迟。</blockquote> Previously, Danely had justified his relatively low AMD target price with a prediction that Intel would engage in a price war with AMD and crush its advances into markets dominated by Intel. Danely wrote that he still views a price war in central processing units as likely, and now expects it to begin when personal computer sales cool and Intel’s market-share losses Mount.<blockquote>此前，Danely曾预测英特尔将与AMD进行价格战，并粉碎其进军英特尔主导市场的步伐，以此来证明其相对较低的AMD目标价是合理的。丹利写道，他仍然认为中央处理器有可能爆发价格战，现在预计当个人电脑销售降温和英特尔市场份额损失增加时，这场价格战将会开始。</blockquote> Despite Danely’s positive call on AMD—and a videogame hardware announcement featuring the company’s chips—shares fell 2.4% to close the regular session at $86.93. Intel stock dropped 1.3%, to $55.81, amid broad weakness in tech, including chip stocks, after Taiwan Semiconductor Manufacturing (TSM) reported earnings before the opening bell Thursday. The PHLX Semiconductor Index fell 2.2%.<blockquote>尽管Danely对AMD的看涨期权持积极态度，并发布了以该公司芯片为特色的视频游戏硬件公告，但该公司股价仍下跌2.4%，常规交易日收于86.93美元。台积电(TSM)周四开盘前公布财报后，由于包括芯片股在内的科技股普遍疲软，英特尔股价下跌1.3%，至55.81美元。PHLX半导体指数下跌2.2%。</blockquote>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why an Analyst Raised AMD’s Price Target by 459%<blockquote>为什么分析师将AMD目标价上调459%</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\">\nWhy an Analyst Raised AMD’s Price Target by 459%<blockquote>为什么分析师将AMD目标价上调459%</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarron's2021-07-16 10:18\n\n</h4>\n</header>\n<article>\nAdvanced Micro Devices succeeded in turning around a longtime bear Thursday after the chip maker accelerated its market-share gains in server processors at the expense of rival Intel.<blockquote>Advanced Micro Devices周四成功扭转了长期的熊市，此前这家芯片制造商以牺牲竞争对手英特尔的利益为代价，加速了服务器处理器市场份额的增长。</blockquote> Citigroup analyst Christopher Danely upgraded his call on AMD shares (ticker: AMD) to Neutral from Sell, and bumped his price target to $95 from $17—a spike of 459%.<blockquote>花旗集团分析师Christopher Danely将AMD股票（股票代码：AMD）的看涨期权从卖出上调至中性，并将目标价从17美元上调至95美元，涨幅为459%。</blockquote> Danely wrote in a Thursday note that his team’s checks suggest that AMD is taking market share from Intel (INTC)–gaining 1.5% in the first quarter—for the first time in 15 years. He predicts the gains will continue and that AMD will reach a 20% market share by the end of 2022, close to the company’s previous peak. In the beginning of 2019, AMD had a share of roughly 2.5% in server multiprocessing units, according to Citi’s data.<blockquote>Danely在周四的一份报告中写道，他的团队的检查表明，AMD正在从英特尔(INTC)手中夺取市场份额——第一季度增长了1.5%——这是15年来的首次。他预测，这种增长将持续下去，AMD将在2022年底达到20%的市场份额，接近该公司之前的峰值。根据花旗的数据，2019年初，AMD在服务器多处理单元中的份额约为2.5%。</blockquote> AMD’s share gains should last at least two years, he said—benefiting from ongoing production problems at Intel, among other things. Intel’s next-generation production technology will suffer from delays, the analyst predicted. Production holdups likely mean that Intel’s margins will thin, as semiconductor manufacturers typically increase their profit the longer a chip is produced.<blockquote>他表示，AMD的份额增长应该会持续至少两年——受益于英特尔持续的生产问题等。这位分析师预测，英特尔的下一代生产技术将遭受延迟。生产停滞可能意味着英特尔的利润率将会下降，因为芯片生产的时间越长，半导体制造商的利润通常就会增加。</blockquote> For investors who buy in to Danely’s thesis, the analyst recommends a pairs trade: underweight Intel stock while overweighting AMD shares. A pairs trade typically involves two stocks whose movements are inversely linked: An investor shorts, or bets against, one, while taking a long position in the other. Danely wrote that risks to such a trade include Intel fixing its production issues in a shorter-than-expected time frame and AMD facing delays with its server chips.<blockquote>对于认同Danely论文的投资者，分析师建议进行配对交易：跑输大盘英特尔股票，同时增持AMD股票。配对交易通常涉及两只走势呈负相关的股票：投资者做空或做空一只股票，同时做多另一只股票。Danely写道，此类交易的风险包括英特尔在比预期更短的时间内解决其生产问题，以及AMD面临其服务器芯片的延迟。</blockquote> Previously, Danely had justified his relatively low AMD target price with a prediction that Intel would engage in a price war with AMD and crush its advances into markets dominated by Intel. Danely wrote that he still views a price war in central processing units as likely, and now expects it to begin when personal computer sales cool and Intel’s market-share losses Mount.<blockquote>此前，Danely曾预测英特尔将与AMD进行价格战，并粉碎其进军英特尔主导市场的步伐，以此来证明其相对较低的AMD目标价是合理的。丹利写道，他仍然认为中央处理器有可能爆发价格战，现在预计当个人电脑销售降温和英特尔市场份额损失增加时，这场价格战将会开始。</blockquote> Despite Danely’s positive call on AMD—and a videogame hardware announcement featuring the company’s chips—shares fell 2.4% to close the regular session at $86.93. Intel stock dropped 1.3%, to $55.81, amid broad weakness in tech, including chip stocks, after Taiwan Semiconductor Manufacturing (TSM) reported earnings before the opening bell Thursday. The PHLX Semiconductor Index fell 2.2%.<blockquote>尽管Danely对AMD的看涨期权持积极态度，并发布了以该公司芯片为特色的视频游戏硬件公告，但该公司股价仍下跌2.4%，常规交易日收于86.93美元。台积电(TSM)周四开盘前公布财报后，由于包括芯片股在内的科技股普遍疲软，英特尔股价下跌1.3%，至55.81美元。PHLX半导体指数下跌2.2%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/amd-stock-51626387836?siteid=yhoof2\">Barron's</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":{"AMD":"美国超微公司"},"source_url":"https://www.barrons.com/articles/amd-stock-51626387836?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130216654","content_text":"Advanced Micro Devices succeeded in turning around a longtime bear Thursday after the chip maker accelerated its market-share gains in server processors at the expense of rival Intel.\nCitigroup analyst Christopher Danely upgraded his call on AMD shares (ticker: AMD) to Neutral from Sell, and bumped his price target to $95 from $17—a spike of 459%.\nDanely wrote in a Thursday note that his team’s checks suggest that AMD is taking market share from Intel (INTC)–gaining 1.5% in the first quarter—for the first time in 15 years. He predicts the gains will continue and that AMD will reach a 20% market share by the end of 2022, close to the company’s previous peak. In the beginning of 2019, AMD had a share of roughly 2.5% in server multiprocessing units, according to Citi’s data.\nAMD’s share gains should last at least two years, he said—benefiting from ongoing production problems at Intel, among other things. Intel’s next-generation production technology will suffer from delays, the analyst predicted. Production holdups likely mean that Intel’s margins will thin, as semiconductor manufacturers typically increase their profit the longer a chip is produced.\nFor investors who buy in to Danely’s thesis, the analyst recommends a pairs trade: underweight Intel stock while overweighting AMD shares. A pairs trade typically involves two stocks whose movements are inversely linked: An investor shorts, or bets against, one, while taking a long position in the other. Danely wrote that risks to such a trade include Intel fixing its production issues in a shorter-than-expected time frame and AMD facing delays with its server chips.\nPreviously, Danely had justified his relatively low AMD target price with a prediction that Intel would engage in a price war with AMD and crush its advances into markets dominated by Intel. Danely wrote that he still views a price war in central processing units as likely, and now expects it to begin when personal computer sales cool and Intel’s market-share losses Mount.\nDespite Danely’s positive call on AMD—and a videogame hardware announcement featuring the company’s chips—shares fell 2.4% to close the regular session at $86.93. Intel stock dropped 1.3%, to $55.81, amid broad weakness in tech, including chip stocks, after Taiwan Semiconductor Manufacturing (TSM) reported earnings before the opening bell Thursday. The PHLX Semiconductor Index fell 2.2%.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":2094,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":51,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/170360221"}