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2021-07-22
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Intel Reports Earnings Thursday. Here’s What to Expect.<blockquote>英特尔周四公布财报。以下是可以期待的。</blockquote>
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Here’s What to Expect.<blockquote>英特尔周四公布财报。以下是可以期待的。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1186011456","media":"Barrons","summary":"When Intel reports earnings Thursday after the closing bell, it’s going to have to put in some work to convince investors the past three months have gone well.Expectations for chip companies are already high heading into the June quarter, as investors are looking for a batch of earnings that beat estimates and bullish guidance, according to tech strategist Ted Mortonson. However, shares of Intel 13% during the second quarter as the benchmark PHLX Semiconductor index, or Sox, gained 1.7% But so ","content":"<p>When Intel reports earnings Thursday after the closing bell, it’s going to have to put in some work to convince investors the past three months have gone well.</p><p><blockquote>当英特尔在周四收盘后公布财报时,它将不得不做一些工作来说服投资者过去三个月的业绩很好。</blockquote></p><p> Expectations for chip companies are already high heading into the June quarter, as investors are looking for a batch of earnings that beat estimates and bullish guidance, according to tech strategist Ted Mortonson. However, shares of Intel (ticker: INTC) 13% during the second quarter as the benchmark PHLX Semiconductor index, or Sox, gained 1.7% But so long as nothing like last year’s delay of its advanced manufacturing process happens, Intel can likely continue to ride the big demand around the world for chips through the end of the year.</p><p><blockquote>科技策略师泰德·莫顿森 (Ted Mortonson) 表示,进入 6 月份季度,芯片公司的预期已经很高,因为投资者正在寻找一批超出预期和看涨指引的收益。不过,英特尔(股票代码:INTC)的股价在第二季度上涨了 13%,基准 PHLX 半导体指数(Sox)上涨了 1.7%。</blockquote></p><p> Newly installed chief executive Pat Gelsinger has already started to make big changes during the second quarter, doubling down on the company’s manufacturing business for its own chips while at the same time expanding its scope by starting a contract manufacturing unit called Intel Foundry Services. He also instituted major personnel changes and restructured parts of the company’s operations.</p><p><blockquote>新上任的首席执行官帕特-基辛格(Pat Gelsinger)已经在第二季度开始做出重大改变,加倍加大公司自有芯片制造业务的力度,同时通过成立一个名为英特尔代工服务公司(Intel Foundry Services)的合同制造部门来扩大业务范围。他还进行了重大人事变动,并重组了公司的部分业务。</blockquote></p><p> Investors should parse Intel’s Thursday conference call with executives for clues about the company’s forthcoming strategy, including confirmation or details on the company’s talks for a $30 billion bid for U.S.-based semiconductor manufacturing company GlobalFoundries, which The Wall Street Journal reported last Thursday.</p><p><blockquote>据《华尔街日报》上周四报道,投资者应分析英特尔周四与高管的电话会议,以获取有关该公司即将出台的战略的线索,包括该公司就以 300 亿美元收购美国半导体制造公司 GlobalFoundries 进行谈判的确认或细节。</blockquote></p><p> GlobalFoundries CEOTom Caulfieldappeared to curb expectations that a deal was in the works in an interview with Bloomberg Television late Monday. The Journal reported last Thursday that Global Foundries executives weren’t involved in the talks; the talks were between Intel and the Abu Dhabi government’s Mubadala Investment vehicle that owns GlobalFoundries. A person familiar with how Mubadala operates told Barron’‘s that keeping GlobalFoundries unaware of a potential deal with Intel would be typical of its behavior.</p><p><blockquote>GlobalFoundries 首席执行官 Tom Caulfield 在周一晚间接受彭博电视台采访时似乎抑制了交易正在进行中的预期。《华尔街日报》上周四报道称,全球代工厂的高管没有参与会谈;会谈是在英特尔和阿布扎比政府拥有 GlobalFoundries 的穆巴达拉投资机构之间进行的。一位熟悉 Mubadala 运作方式的人士告诉《巴伦周刊》,让 GlobalFoundries 不知道与英特尔可能达成的交易是其典型行为。</blockquote></p><p> Overall, the consensus forecast for second-quarter adjusted earnings is $1.07 a share on revenue of $17.8 billion. Intel sold its memory business last year, which the company and investors often exclude from its revenue.</p><p><blockquote>总体而言,第二季度调整后收益的普遍预测为每股 1.07 美元,营收为 178 亿美元。英特尔去年出售了其内存业务,该公司和投资者经常将其排除在收入之外。</blockquote></p><p> For the second quarter, investors will be closely watching Intel’s data center business. At the moment, the consensus forecast for Intel’s second-quarter data-center revenue is a decrease of 17% to $5.9 billion, compared with the year-ago period. Still, it’s expected to rise sequentially, from revenue of $5.6 billion in the first quarter.</p><p><blockquote>第二季度,投资者将密切关注英特尔的数据中心业务。目前,人们普遍预测英特尔第二季度数据中心收入将比去年同期下降 17%,降至 59 亿美元。尽管如此,预计该公司仍将在第一季度营收 56 亿美元的基础上逐步上升。</blockquote></p><p> Evercore analyst C.J. Muse wrote in a client note that data-center spending recovery, combined with growth in artificial intelligence and machine learning computing–tasks which are typically performed in data centers–could help boost Intel’s revenue for the segment above his outlook.</p><p><blockquote>Evercore分析师C.J。缪斯在一份客户说明中写道,数据中心支出的复苏,再加上人工智能和机器学习计算(通常在数据中心执行的任务)的增长,可能会帮助英特尔在该领域的收入超过他的预期。</blockquote></p><p> Though there are reports that the pandemic-spurred boom of personal computer sales has started to slow, Susquehanna Financial Group analystChristopher Rollandpredicted that Intel will likely achieve its guidance or perform slightly better based on his checks. At the moment, the consensus estimate for Intel’s PC segment is for second-quarter revenue growth of 4.9% to just under $10 billion.</p><p><blockquote>尽管有报道称大流行刺激的个人电脑销售繁荣已经开始放缓,但萨斯奎汉纳金融集团分析师克里斯托弗·罗兰根据他的检查预测,英特尔可能会实现其指引或表现略好。目前,人们普遍预计英特尔个人电脑部门第二季度收入将增长 4.9%,略低于 100 亿美元。</blockquote></p><p> Rolland also said that his team has uncovered modest supply constraints for PCs built around chips made by Intel rival Advanced Micro Devices (AMD). If that turns out to be true, it would benefit Intel’s second-quarter PC sales, Rolland said. AMD declined to comment, citing its quiet period ahead of earnings.</p><p><blockquote>罗兰还表示,他的团队发现了围绕英特尔竞争对手先进微设备公司(AMD)制造的芯片制造的个人电脑的适度供应限制。罗兰说,如果情况属实,这将有利于英特尔第二季度的个人电脑销售。AMD 拒绝置评,理由是财报发布前的平静期。</blockquote></p><p> Of the analysts who cover Intel, 18 rate shares Buy, 16 have a Hold rating, and 10 rate it Sell. The average target price is $66.79, which implies a return of 21% from a recent price of $55.</p><p><blockquote>在研究英特尔的分析师中,18 位给予买入评级,16 位给予持有评级,10 位给予卖出评级。平均目标价为 66.79 美元,这意味着较近期 55 美元的价格回报率为 21%。</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>Intel Reports Earnings Thursday. Here’s What to Expect.<blockquote>英特尔周四公布财报。以下是可以期待的。</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\">\nIntel Reports Earnings Thursday. Here’s What to Expect.<blockquote>英特尔周四公布财报。以下是可以期待的。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-07-22 08:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>When Intel reports earnings Thursday after the closing bell, it’s going to have to put in some work to convince investors the past three months have gone well.</p><p><blockquote>当英特尔在周四收盘后公布财报时,它将不得不做一些工作来说服投资者过去三个月的业绩很好。</blockquote></p><p> Expectations for chip companies are already high heading into the June quarter, as investors are looking for a batch of earnings that beat estimates and bullish guidance, according to tech strategist Ted Mortonson. However, shares of Intel (ticker: INTC) 13% during the second quarter as the benchmark PHLX Semiconductor index, or Sox, gained 1.7% But so long as nothing like last year’s delay of its advanced manufacturing process happens, Intel can likely continue to ride the big demand around the world for chips through the end of the year.</p><p><blockquote>科技策略师泰德·莫顿森 (Ted Mortonson) 表示,进入 6 月份季度,芯片公司的预期已经很高,因为投资者正在寻找一批超出预期和看涨指引的收益。不过,英特尔(股票代码:INTC)的股价在第二季度上涨了 13%,基准 PHLX 半导体指数(Sox)上涨了 1.7%。</blockquote></p><p> Newly installed chief executive Pat Gelsinger has already started to make big changes during the second quarter, doubling down on the company’s manufacturing business for its own chips while at the same time expanding its scope by starting a contract manufacturing unit called Intel Foundry Services. He also instituted major personnel changes and restructured parts of the company’s operations.</p><p><blockquote>新上任的首席执行官帕特-基辛格(Pat Gelsinger)已经在第二季度开始做出重大改变,加倍加大公司自有芯片制造业务的力度,同时通过成立一个名为英特尔代工服务公司(Intel Foundry Services)的合同制造部门来扩大业务范围。他还进行了重大人事变动,并重组了公司的部分业务。</blockquote></p><p> Investors should parse Intel’s Thursday conference call with executives for clues about the company’s forthcoming strategy, including confirmation or details on the company’s talks for a $30 billion bid for U.S.-based semiconductor manufacturing company GlobalFoundries, which The Wall Street Journal reported last Thursday.</p><p><blockquote>据《华尔街日报》上周四报道,投资者应分析英特尔周四与高管的电话会议,以获取有关该公司即将出台的战略的线索,包括该公司就以 300 亿美元收购美国半导体制造公司 GlobalFoundries 进行谈判的确认或细节。</blockquote></p><p> GlobalFoundries CEOTom Caulfieldappeared to curb expectations that a deal was in the works in an interview with Bloomberg Television late Monday. The Journal reported last Thursday that Global Foundries executives weren’t involved in the talks; the talks were between Intel and the Abu Dhabi government’s Mubadala Investment vehicle that owns GlobalFoundries. A person familiar with how Mubadala operates told Barron’‘s that keeping GlobalFoundries unaware of a potential deal with Intel would be typical of its behavior.</p><p><blockquote>GlobalFoundries 首席执行官 Tom Caulfield 在周一晚间接受彭博电视台采访时似乎抑制了交易正在进行中的预期。《华尔街日报》上周四报道称,全球代工厂的高管没有参与会谈;会谈是在英特尔和阿布扎比政府拥有 GlobalFoundries 的穆巴达拉投资机构之间进行的。一位熟悉 Mubadala 运作方式的人士告诉《巴伦周刊》,让 GlobalFoundries 不知道与英特尔可能达成的交易是其典型行为。</blockquote></p><p> Overall, the consensus forecast for second-quarter adjusted earnings is $1.07 a share on revenue of $17.8 billion. Intel sold its memory business last year, which the company and investors often exclude from its revenue.</p><p><blockquote>总体而言,第二季度调整后收益的普遍预测为每股 1.07 美元,营收为 178 亿美元。英特尔去年出售了其内存业务,该公司和投资者经常将其排除在收入之外。</blockquote></p><p> For the second quarter, investors will be closely watching Intel’s data center business. At the moment, the consensus forecast for Intel’s second-quarter data-center revenue is a decrease of 17% to $5.9 billion, compared with the year-ago period. Still, it’s expected to rise sequentially, from revenue of $5.6 billion in the first quarter.</p><p><blockquote>第二季度,投资者将密切关注英特尔的数据中心业务。目前,人们普遍预测英特尔第二季度数据中心收入将比去年同期下降 17%,降至 59 亿美元。尽管如此,预计该公司仍将在第一季度营收 56 亿美元的基础上逐步上升。</blockquote></p><p> Evercore analyst C.J. Muse wrote in a client note that data-center spending recovery, combined with growth in artificial intelligence and machine learning computing–tasks which are typically performed in data centers–could help boost Intel’s revenue for the segment above his outlook.</p><p><blockquote>Evercore分析师C.J。缪斯在一份客户说明中写道,数据中心支出的复苏,再加上人工智能和机器学习计算(通常在数据中心执行的任务)的增长,可能会帮助英特尔在该领域的收入超过他的预期。</blockquote></p><p> Though there are reports that the pandemic-spurred boom of personal computer sales has started to slow, Susquehanna Financial Group analystChristopher Rollandpredicted that Intel will likely achieve its guidance or perform slightly better based on his checks. At the moment, the consensus estimate for Intel’s PC segment is for second-quarter revenue growth of 4.9% to just under $10 billion.</p><p><blockquote>尽管有报道称大流行刺激的个人电脑销售繁荣已经开始放缓,但萨斯奎汉纳金融集团分析师克里斯托弗·罗兰根据他的检查预测,英特尔可能会实现其指引或表现略好。目前,人们普遍预计英特尔个人电脑部门第二季度收入将增长 4.9%,略低于 100 亿美元。</blockquote></p><p> Rolland also said that his team has uncovered modest supply constraints for PCs built around chips made by Intel rival Advanced Micro Devices (AMD). If that turns out to be true, it would benefit Intel’s second-quarter PC sales, Rolland said. AMD declined to comment, citing its quiet period ahead of earnings.</p><p><blockquote>罗兰还表示,他的团队发现了围绕英特尔竞争对手先进微设备公司(AMD)制造的芯片制造的个人电脑的适度供应限制。罗兰说,如果情况属实,这将有利于英特尔第二季度的个人电脑销售。AMD 拒绝置评,理由是财报发布前的平静期。</blockquote></p><p> Of the analysts who cover Intel, 18 rate shares Buy, 16 have a Hold rating, and 10 rate it Sell. The average target price is $66.79, which implies a return of 21% from a recent price of $55.</p><p><blockquote>在研究英特尔的分析师中,18 位给予买入评级,16 位给予持有评级,10 位给予卖出评级。平均目标价为 66.79 美元,这意味着较近期 55 美元的价格回报率为 21%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/intel-earnings-51626886116?siteid=yhoof2\">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":{"INTC":"英特尔"},"source_url":"https://www.barrons.com/articles/intel-earnings-51626886116?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186011456","content_text":"When Intel reports earnings Thursday after the closing bell, it’s going to have to put in some work to convince investors the past three months have gone well.\nExpectations for chip companies are already high heading into the June quarter, as investors are looking for a batch of earnings that beat estimates and bullish guidance, according to tech strategist Ted Mortonson. However, shares of Intel (ticker: INTC) 13% during the second quarter as the benchmark PHLX Semiconductor index, or Sox, gained 1.7% But so long as nothing like last year’s delay of its advanced manufacturing process happens, Intel can likely continue to ride the big demand around the world for chips through the end of the year.\nNewly installed chief executive Pat Gelsinger has already started to make big changes during the second quarter, doubling down on the company’s manufacturing business for its own chips while at the same time expanding its scope by starting a contract manufacturing unit called Intel Foundry Services. He also instituted major personnel changes and restructured parts of the company’s operations.\nInvestors should parse Intel’s Thursday conference call with executives for clues about the company’s forthcoming strategy, including confirmation or details on the company’s talks for a $30 billion bid for U.S.-based semiconductor manufacturing company GlobalFoundries, which The Wall Street Journal reported last Thursday.\nGlobalFoundries CEOTom Caulfieldappeared to curb expectations that a deal was in the works in an interview with Bloomberg Television late Monday. The Journal reported last Thursday that Global Foundries executives weren’t involved in the talks; the talks were between Intel and the Abu Dhabi government’s Mubadala Investment vehicle that owns GlobalFoundries. A person familiar with how Mubadala operates told Barron’‘s that keeping GlobalFoundries unaware of a potential deal with Intel would be typical of its behavior.\nOverall, the consensus forecast for second-quarter adjusted earnings is $1.07 a share on revenue of $17.8 billion. Intel sold its memory business last year, which the company and investors often exclude from its revenue.\nFor the second quarter, investors will be closely watching Intel’s data center business. At the moment, the consensus forecast for Intel’s second-quarter data-center revenue is a decrease of 17% to $5.9 billion, compared with the year-ago period. Still, it’s expected to rise sequentially, from revenue of $5.6 billion in the first quarter.\nEvercore analyst C.J. Muse wrote in a client note that data-center spending recovery, combined with growth in artificial intelligence and machine learning computing–tasks which are typically performed in data centers–could help boost Intel’s revenue for the segment above his outlook.\nThough there are reports that the pandemic-spurred boom of personal computer sales has started to slow, Susquehanna Financial Group analystChristopher Rollandpredicted that Intel will likely achieve its guidance or perform slightly better based on his checks. At the moment, the consensus estimate for Intel’s PC segment is for second-quarter revenue growth of 4.9% to just under $10 billion.\nRolland also said that his team has uncovered modest supply constraints for PCs built around chips made by Intel rival Advanced Micro Devices (AMD). If that turns out to be true, it would benefit Intel’s second-quarter PC sales, Rolland said. AMD declined to comment, citing its quiet period ahead of earnings.\nOf the analysts who cover Intel, 18 rate shares Buy, 16 have a Hold rating, and 10 rate it Sell. The average target price is $66.79, which implies a return of 21% from a recent price of $55.","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":731,"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":7,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/176742406"}
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