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2021-06-09

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Semiconductor Watchlist: Jim Cramer Says to Own Nvidia, AMD and Broadcom<blockquote>半导体观察名单：吉姆·克莱默表示将拥有英伟达、AMD 和博通</blockquote>

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":189368826,"tweetId":"189368826","gmtCreate":1623245847065,"gmtModify":1634035427527,"author":{"id":3562242161850032,"idStr":"3562242161850032","authorId":3562242161850032,"authorIdStr":"3562242161850032","name":"Lucky222","avatar":"https://static.tigerbbs.com/b508cc2a57922485ad47a4671237db54","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":13,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":5,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Good read</body></html>","htmlText":"<html><head></head><body>Good read</body></html>","text":"Good read","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/189368826","repostId":1163875762,"repostType":4,"repost":{"id":"1163875762","kind":"news","pubTimestamp":1623242261,"share":"https://www.laohu8.com/m/news/1163875762?lang=zh_CN&edition=full","pubTime":"2021-06-09 20:37","market":"us","language":"en","title":"Semiconductor Watchlist: Jim Cramer Says to Own Nvidia, AMD and Broadcom<blockquote>半导体观察名单：吉姆·克莱默表示将拥有英伟达、AMD 和博通</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163875762","media":"The Street","summary":"See buy or sell recommendations for AMD, Applied Materials, Qualcomm, NXP, Broadcom, Taiwan Semicond","content":" See buy or sell recommendations for AMD, Applied Materials, Qualcomm, NXP, Broadcom, Taiwan Semiconductor, and more semiconductor stocks. China's memory chip makers are pushing into the lower end of the market even as the country faces an increasingly steep uphill battle to achieve its self-sufficiency goals amid ongoing geopolitical tensions and a global semiconductor shortage that's expected to run into next year,according to South China Morning Post.<blockquote>查看 AMD、应用材料、高通、恩智浦、博通、台积电和更多半导体股票的买入或卖出建议。据《南华早报》报道， 尽管在持续的地缘政治紧张局势和预计将持续到明年的全球半导体短缺的情况下， 中国的存储芯片制造商正在向市场低端推进， 尽管中国在实现自给自足目标方面面临着越来越艰难的艰苦战斗。</blockquote> Yangtze YTMC and Changxin Memory Technologies represent a new disruptive force in the sector and are expected to increase global capacity by 29 percent between 2020 and 2022, economists from investment bank Natixis said on Wednesday.<blockquote>投资银行 Natixis 的经济学家周三表示，长江 YTMC 和长鑫存储技术代表了该行业新的颠覆性力量，预计在 2020 年至 2022 年间将全球产能增加 29%。</blockquote> TheStreet's Jim Cramer is eyeing Applied Materials&nbsp;(AMAT) -Get Report&nbsp;and other semiconductor capital equipment stocks. \"They haven't let us down,\"Cramer said&nbsp;in a conversation with TheStreet's Katherine Ross. \"When you get that group going, that's the best leadership group there is,\" he added.<blockquote>TheStreet 的 Jim Cramer 正在关注应用材料（非常)-获取报告和其他半导体资本设备股票。“他们没有让我们失望，”克莱默在与《TheStreet》的凯瑟琳·罗斯的谈话中说道。“当你让这个团队运转起来时，这就是最好的领导团队，”他补充道。</blockquote> Cramer also said Monday that the key to the market for him is still the Nasdaq. \"We need to see Advanced Micro Devices&nbsp;(AMD) -Get Report&nbsp;not get beaten down by Nvidia&nbsp;(NVDA) -Get Report... We need to see all sorts of technology stocks keep up with what I regard as a runaway industrial market,\" he said.<blockquote>克莱默周一还表示，对他来说，市场的关键仍然是纳斯达克。“我们需要看到先进的微设备（AMD）-获取报告而不是被Nvidia打败（NVDA)-获取报告……我们需要看到各种科技股跟上我认为失控的工业市场，”他说。</blockquote> Nvidia is still dominating the semiconductor market. And in terms of diversifying, Nvidia CEO Jensen Huang’s acquisition strategy has helped the firm branch into the automotive industry through high-profile partnerships through its NVIDIA drive network as well as data centers, aided by the acquisition of Mellanox, as well as AI technology through its anticipated takeover of Arm.<blockquote>英伟达仍然主导着半导体市场。在多元化方面，英伟达首席执行官黄仁勋的收购战略帮助该公司通过其英伟达驱动器网络和数据中心建立高调的合作伙伴关系，在收购 Mellanox 的帮助下，以及通过预期收购 Arm 的人工智能技术，进军汽车行业。</blockquote> While the semiconductor industry is certainly crowded, Nvidia has managed to set itself apart beyond its firm base in gaming and graphic chip dominance. As such, it might also be a perfect candidate for mention alongside the long-time tech leaders. Also, its market cap is a healthy $400+ billion, adding to its potential to fit with the rest of the group,according to TheStreet's Kevin Curran.<blockquote>虽然半导体行业确实很拥挤，但英伟达已经设法超越了其在游戏和图形芯片主导地位的坚实基础，脱颖而出。因此，它也可能是与长期科技领导者一起被提及的完美候选人。此外，据 TheStreet 的凯文·柯伦 (Kevin Curran) 称，其市值已超过 4000 亿美元，这增加了其与集团其他公司接轨的潜力。</blockquote> Nvidia is also among companies that have noted a degree of uncertainty in predicting the impact ofcryptocurrency mining on near-term sales.<blockquote>英伟达也是在预测加密货币挖矿对近期销售的影响时注意到一定程度的不确定性的公司之一。</blockquote> \"It's hard to estimate exactly how much and where crypto mining is being done. However, we can only assume that the vast majority of it is contributed by professional miners, especially when the amount of mining increases tremendously like it has,\" CEO Jensen Huang told investors on a conference call this past week.<blockquote>“很难准确估计加密货币挖矿的数量和地点。然而，我们只能假设其中绝大多数是由专业矿工贡献的，尤其是当挖矿量像现在这样大幅增加时，”首席执行官黄仁勋上周在电话会议上告诉投资者。</blockquote> TheStreet's Jim Cramer noted in his dailyAction Alerts Plus rundownthis past week that while Nvidia has performed well and itsrecent 4-for-1 stock splitmakes sense, the link betweencryptocurrency mining and Nvidia’s performanceis not necessarily that strong.<blockquote>TheStreet 的吉姆-克莱默（Jim Cramer）在过去一周的每日行动警报和摘要中指出，虽然 Nvidia 的表现不错，最近 4 比 1 的股票分割也合情合理，但加密货币挖矿与 Nvidia 业绩之间的联系并不一定那么紧密。</blockquote> Nvidia has submitted an application to Chinese competition regulators to review its proposed $40 billion takeover of the U.K. chip designer Arm, according to the Financial Times. The chip company announced the deal about eight months ago and said it expects to close the deal by next March.<blockquote>据英国《金融时报》报道，英伟达已向中国竞争监管机构提交申请，要求审查其以 400 亿美元收购英国芯片设计公司 Arm 的提议。这家芯片公司大约八个月前宣布了这笔交易，并表示预计将在明年3月之前完成这笔交易。</blockquote> Nvidia's application was made in recent weeks and sets in<blockquote>Nvidia 的申请是在最近几周提出的，并将于</blockquote> motion a period of scrutiny that could take up to 18 months, according to Chinese antitrust lawyers, the Financial Times reported. In February,U.S. federal regulators opened an investigation into Nvidia's agreement to purchase Arm.<blockquote>据英国《金融时报》报道，中国反垄断律师表示，动议进行长达 18 个月的审查。二月份，美国联邦监管机构对英伟达收购 Arm 的协议展开调查。</blockquote> Meanwhile,&nbsp;Broadcom&nbsp;(AVGO) -Get Report&nbsp;issued a bullish fiscal-third quarter revenue outlook and topped estimates in the second quarter onstrong demand for the company's semiconductors.<blockquote>与此同时，博通（阿夫戈) -Get Report 发布了乐观的第三财季收入前景，并由于公司半导体需求强劲，第二季度收入超出预期。</blockquote> The company said it expects third-quarter revenue of about $6.75 billion, higher than expectations of $6.6 billion. In addition, the company estimated adjusted EBITDA would 60% of projected revenue, or about $4.05 billion, above estimates of $3.88 billion.<blockquote>该公司表示，预计第三季度营收约为67.5亿美元，高于预期的66亿美元。此外，该公司预计调整后 EBITDA 将占预计收入的 60%，即约 40.5 亿美元，高于预期的 38.8 亿美元。</blockquote> “Due to the strength in demand for semiconductors across our multiple end markets, we delivered 20% year-over-year<blockquote>“由于我们多个终端市场对半导体的强劲需求，我们实现了 20% 的同比增长。</blockquote> increase in semiconductor revenue,” said CEO Hock Tan.<blockquote>半导体收入的增长，”首席执行官Hock Tan说。</blockquote> “Our third-quarter outlook projects this year-over-year growth to sustain, as we continue to see strong demand from service providers and hypercloud.”<blockquote>“我们对第三季度的展望预计同比增长将持续，因为我们将继续看到服务提供商和超级云的强劲需求。”</blockquote> Cramer is watching the semiconductor capital equipment stocks closely, which he said: \"had let us down.\" \"There was a belief that there was a glut of certain kinds of chips,\" he added.<blockquote>克莱默正在密切关注半导体资本设备股，他表示：“这让我们失望了。”“人们认为某些类型的芯片过剩，”他补充道。</blockquote> \"And even though a lot of people were worried about the supply of chips, a lot of the smartest people were saying, listen, get out of the semiconductor-capital stocks and there isn't a glut. There is a glut developing of a certain kind and Applied Materials kind of straightened that out.\"<blockquote>“尽管很多人担心芯片的供应，但很多最聪明的人都在说，听着，摆脱半导体资本股，并不存在过剩。某种类型的开发存在过剩，应用材料有点纠正了这一点。”</blockquote> Here is a list of the semiconductor stocks to watch and their performance by percentage change at the close of trading on Tuesday, June 8:<blockquote>以下是 6 月 8 日星期二收盘时值得关注的半导体股票及其表现百分比变化列表：</blockquote> Nvidia<blockquote>英伟达</blockquote> Large-cap tech stock Nvidia&nbsp;(NVDA) -Get Report&nbsp;is cruising higher. The company's stock rose afterthe semiconductor makerreported fiscal-first-quarter earnings and revenue that topped analyst expectations. Nvidia reported quarterly earnings of $3.66 a share on revenue of $5.66 billion. Analysts were expecting earnings of $3.29 a share on revenue of $5.4 billion.<blockquote>大型科技股英伟达（NVDA)-获取报告正在更高的位置。这家半导体制造商公布第一财季盈利和收入超出分析师预期后，该公司股价上涨。英伟达公布季度收益为每股 3.66 美元，营收为 56.6 亿美元。分析师预计每股收益为 3.29 美元，营收为 54 亿美元。</blockquote> Joel Kulina, SVP of Equity Trading at Wedbush Securities,&nbsp;argues for the addition of both Microsoft&nbsp;(MSFT) -Get Report&nbsp;and his chosen semiconductor stalwart Nvidia&nbsp;to result in the catchy FANGMAN,wrote TheStreet's Kevin Curran.&nbsp;“FANGMAN has been one of the better ones I’ve come across, easy to say; includes large-cap growth names across various pockets of tech.”<blockquote>Wedbush Securities 股票交易高级副总裁 Joel Kulina 主张增加这两种微软（微软TheStreet 的凯文-柯伦（Kevin Curran）写道：“Get Report 和他选择的半导体巨头英伟达（Nvidia）将创造出引人注目的 FANGMAN。” “FANGMAN 是我见过的最好的公司之一，说起来容易，包括各个科技领域的大盘股成长公司。</blockquote> Nvidia would fit in well as its dominance in graphics chips has helped the firm assert a dominant market share in graphics cards, clocking in at a whopping 82% market share per Jon Peddie Research.<blockquote>Nvidia 很适合，因为其在图形芯片领域的主导地位帮助该公司在显卡领域占据了主导地位，根据 Jon Peddie Research 的数据，其市场份额高达 82%。</blockquote> TheStreet Quant Ratings rates Nvidiaas a Buy with a rating score of B.<blockquote>The Street Quant Ratings 将 Nvidia 评为买入，评级为 B。</blockquote> Applied Materials<blockquote>应用材料</blockquote> Jim Cramer recently named chip equipment&nbsp;major Applied Materials&nbsp;(AMAT) -Get Report&nbsp;asone of the stocks that got away.<blockquote>Jim Cramer最近将芯片设备命名为主要应用材料（非常) -获取逃跑股票的报告。</blockquote> He called out the bull market in semiconductor equipment. We need to make more chips, he said, and companies like Applied Materials&nbsp;can make that happen.<blockquote>他喊出了半导体设备的牛市。他说，我们需要制造更多芯片，而像应用材料公司这样的公司可以实现这一点。</blockquote> The&nbsp;semiconductor equipment major&nbsp;reported mixed fiscal-second-quarter earnings and received a number of positive reviews and price-target upgrades from Wall Street analysts.<blockquote>这家半导体设备巨头公布的第二财季收益好坏参半，并获得了华尔街分析师的大量正面评价和目标价上调。</blockquote> TheStreet Quant Ratings rates Applied Materialsas a Buy with a rating score of A-.<blockquote>Street Quant Ratings 将 Applied Materials 评为买入，评级为 A-。</blockquote> Qualcomm<blockquote>高通</blockquote> Shares of Qualcomm&nbsp;(QCOM) -Get Report&nbsp;and other Apple&nbsp;(AAPL) -Get Report&nbsp;suppliers were dropping after a media report said Apple's 5G baseband chip could be used in the iPhone as soon as 2023.<blockquote>高通股份（QCOM)-获取报告和其他苹果(苹果) - 媒体报道称苹果 5G 基带芯片最早可能在 2023 年用于 iPhone 后，供应商纷纷下降。</blockquote> AppleInsider cited TF International Securities analyst Ming-Chi Kuo as the person making its prediction. Kuo seesQualcomm having to change its strategyto combat order losses from Apple.<blockquote>AppleInsider 援引天风国际证券分析师郭明𫓹的话说，做出了这一预测。郭认为高通必须改变其战略，以应对来自苹果的订单损失。</blockquote> Jim Cramer recently said investors should\"own Qualcomm stock.\"<blockquote>吉姆·克莱默最近表示，投资者应该“拥有高通股票”。</blockquote> TheStreet Quant Ratings rates Qualcommas a Buy with a rating score of B+.<blockquote>TheStreet Quant Ratings 给予高通买入评级为 B+。</blockquote> NXP Semiconductors<blockquote>恩智浦半导体</blockquote> NXP Semiconductors&nbsp;(NXPI) -Get Report&nbsp;swung to a stronger-than-expected first-quarter profit from a year-earlier loss on 27% higher revenue.<blockquote>恩智浦半导体（恩智浦) -Get 报告第一季度利润从去年同期亏损转为强于预期，收入增长 27%。</blockquote> The Eindhoven, Netherlands, chipmaker reported that it earned $1.25 a share compared with a loss of 8 cents a share in the year-earlier quarter. Revenue reached $2.57 billion from $2.02 billion.<blockquote>这家总部位于荷兰埃因霍温的芯片制造商报告称，其每股收益为 1.25 美元，而去年同期每股亏损 8 美分。收入从 20.2 亿美元达到 25.7 亿美元。</blockquote> TheStreet Quant Ratings rates NXP Semiconductorsas a Buy with a rating score of B.<blockquote>The Street Quant Ratings 将恩智浦半导体评为买入，评级为 B。</blockquote> Advanced Micro Devices<blockquote>先进微器件</blockquote> Advanced Micro Devices&nbsp;(AMD) -Get Report&nbsp;was higher this past week after Benchmark initiatedcoverage of the chipmakerwith a buy rating and $100 price target.<blockquote>先进微器件（AMD) - 在 Benchmark 开始对这家芯片制造商给予买入评级和 100 美元目标价后，Get 报告上周走高。</blockquote> Analyst Cody Acree said he expected \"the firm’s leadership to continue to drive share gains for at least the next few years.\"<blockquote>分析师科迪-阿克里（Cody Acree）表示，他预计 “该公司的领导层至少在未来几年内将继续推动股价上涨”。</blockquote> TheStreet Quant Ratings rates AMDas a Buy with a rating score of B.<blockquote>TheStreet Quant Ratings 将 AMDas 评为买入，评级为 B。</blockquote> Taiwan Semiconductor Manufacturing<blockquote>台积电</blockquote> Cramer recently said&nbsp;that if investors think chips are truly in short supply and we need capital equipment, then the company they most need is Lam Research(LRCX) -Get Report, other than Taiwan Semiconductor Manufacturing(TSM) -Get Report.<blockquote>克莱默最近表示，如果投资者认为芯片真的供不应求，我们需要资本设备，那么他们最需要的公司就是Lam Research（LRCX）-获取报告，台积电除外（TSM)-获取报告。</blockquote> Cramer spoke recently aboutpicking stocks against a broad worldview, and Taiwan Semiconductors was discussed.<blockquote>克莱默最近谈到了根据广阔的世界观挑选股票，并讨论了台积电。</blockquote> \"For me, I'm particularly concerned about the Chinese making a move on Taiwan. We're squeezing their critical companies to the de facto takeover of Taiwan Semiconductor.I don't want inflation to be so raging that Jay Powell can't engineer a soft landing,\" Cramer said.<blockquote>“对我来说，我特别担心中国人在台湾采取行动。我们正在挤压他们的关键公司事实上收购台积电。我不希望通货膨胀如此严重，以至于杰伊·鲍威尔无法设计软着陆，”克莱默说。</blockquote> TheStreet Quant Ratings rates TSMas a Buy with a rating score of A.<blockquote>TheStreet Quant Ratings 将 TSMA 评为买入，评级分为 A。</blockquote> Micron Technology<blockquote>美光科技</blockquote> Micron Technology&nbsp;(MU) -Get Report&nbsp;recently announced the successful closing of nearly$3.7 billion inaugural sustainability-linked credit facilities.<blockquote>美光科技（穆) -Get Report 最近宣布成功关闭近 37 亿美元的首批可持续发展相关信贷额度。</blockquote> The facilities, which create additional long-term value for Micron's stakeholders, reinforce the company's commitment to sustainability and 2030 environmental goals.<blockquote>这些设施为美光的利益相关者创造了额外的长期价值，强化了公司对可持续发展和 2030 年环境目标的承诺。</blockquote> TheStreet Quant Ratings rates Micronas a Buy with a rating score of B.<blockquote>TheStreet Quant Ratings 将 Micronas 评为买入，评级为 B。</blockquote> Broadcom<blockquote>博通</blockquote> Broadcom&nbsp;(AVGO) -Get Report&nbsp;has performed quite well over the past year, up about 55% in that span. However, the stock has been relatively stagnant so far in 2021, up just 6%.<blockquote>博通（阿夫戈) -Get Report 在过去一年中表现相当不错，在此期间增长了约 55%。然而，2021年迄今为止，该股一直相对停滞，仅上涨6%。</blockquote> From early November to mid-February, Broadcom really found its groove. Shares rallied more than 40% in that span as the chipmaker saw its stock glide higher. While Broadcom topped out around the time that other high-growth stocks did, it didn’t suffer the same fate as those caught in theensuing bear market.<blockquote>从11月初到2月中旬，博通真正找到了自己的最佳状态。随着这家芯片制造商的股价走高，其股价在此期间上涨了 40% 以上。虽然博通与其他高增长股票在同一时间见顶，但它并没有遭受与随后熊市中陷入困境的股票相同的命运。</blockquote> \"This is a high-multiple stock that has people spooked. I own it for my charitable trust and you should, too.\" Cramer recently said of Broadcomduring a Mad Money Lightning Round.<blockquote>“这是一只让人们感到害怕的高市盈率股票。我持有它是为了我的慈善信托基金，你也应该持有它。”克莱默最近在疯狂金钱闪电回合中谈到了博通。</blockquote> TheStreet Quant Ratings rates Broadcomas a Buy with a rating score of B.<blockquote>The Street Quant Ratings 将 Broadcom 评为买入，评级为 B。</blockquote> Intel<blockquote>英特尔</blockquote> Analyst Cody Acree said in a research note that AMD's management, led by Chief Executive Lisa Su, \"has developed a base processor architecture (Zen), and its generational improvements, that have proven over the last few years to be highly competitive - and often superior - to Intel’s&nbsp;(INTC) -Get Report&nbsp;designs, particularly with AMD using Taiwan Semiconductor’s&nbsp;most advanced commercial volume lithography process.\"<blockquote>分析师科迪·阿克里（Cody Acree）在一份研究报告中表示，以首席执行官苏丽莎（Lisa Su）为首的AMD管理层“开发了一种基本处理器架构（Zen）及其代际改进，在过去几年中，这些架构已被证明极具竞争力，而且往往优于英特尔（国际电联) -获取报告设计，特别是 AMD 使用台积电最先进的商业体积光刻工艺。”</blockquote> In January Su unveiled theRyzen 5000 Zen 3series, a new generation of mobile and desktop gaming chips.<blockquote>今年1月，苏推出了新一代移动和桌面游戏芯片theRyzen 5000 Zen 3系列。</blockquote> \"While Intel has struggled to respond with a trump architectural offering, its biggest challenge ... has been that Intel mismanaged its pace of bleeding-end manufacturing technology, leaving the company at a disadvantage to the leading foundry providers,\" Acree said.<blockquote>阿克里表示：“虽然英特尔一直在努力应对特朗普架构产品，但其最大的挑战……是英特尔对其高端制造技术的步伐管理不善，导致该公司相对于领先的代工供应商处于劣势。”</blockquote> With Intel somewhat handcuffed, the analyst added, \"AMD has been able to capitalize on the opportunity and has been gaining broad market share over the past few years.\"<blockquote>这位分析师补充道，由于英特尔有些束缚，“AMD 能够利用这个机会，并在过去几年中获得了广泛的市场份额。”</blockquote> Intel, despite what the company keeps saying, is nowhere, according to Cramer. \"Yes, it bothers me right now that the stock is down a buck. Yes! It's killing me! And Intel keeps saying that they're going to pass AMD any minute. That's nonsense,\" Cramer said.<blockquote>克莱默表示，尽管英特尔一直说，但该公司却无处可去。“是的，现在股价下跌一美元让我很困扰。是的!这让我很难过!英特尔一直说他们随时都会超过 AMD。这是无稽之谈，”克莱默说。</blockquote> TheStreet Quant Ratings rates Intelas a Buy with a rating score of A-.<blockquote>TheStreet Quant Ratings 将 Intelas 评为买入，评级为 A-。</blockquote> Texas Instruments<blockquote>德州仪器</blockquote> Chipmaker Texas Instruments&nbsp;(TXN) -Get Report&nbsp;reported first-quarter revenue and earnings that topped analyst estimates, as well as strong second-quarter guidance.<blockquote>芯片制造商德州仪器（TXN) -Get Report 报告的第一季度收入和盈利超出了分析师的预期，以及强劲的第二季度指引。</blockquote> The company reported first-quarter revenue of $4.29 billionvs. the analyst consensus of $4.00 billion, while adjusted earnings came in at $1.87 per share versus consensus estimates for $1.58 per share. Operating income for the quarter was $1.94 billion vs. consensus estimates of $1.71 billion.<blockquote>该公司公布第一季度营收为 42.9 亿美元。分析师普遍预期为 40 亿美元，调整后每股收益为 1.87 美元，而普遍预期为每股 1.58 美元。本季度经营利润为 19.4 亿美元，而市场普遍预期为 17.1 亿美元。</blockquote> TheStreet Quant Ratings rates Texas Instrumentsas a Buy with a rating score of A.<blockquote>TheStreet Quant Ratings 将德州仪器评为买入，评级分为 A。</blockquote> AMD, Broadcom, and Nvidia are key holdings inJim Cramer'sAction Alerts PLUS charitable trust.Want to be alerted before Jim Cramer buys or sells any stock?Learn more from Cramer and his membership team now.<blockquote>AMD、博通和英伟达是inJim Cramer的行动警报和慈善信托的主要控股公司。想在吉姆·克莱默买卖任何股票之前收到提醒吗？现在就向克莱默和他的会员团队了解更多信息。</blockquote>","source":"lsy1610613172068","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>Semiconductor Watchlist: Jim Cramer Says to Own Nvidia, AMD and Broadcom<blockquote>半导体观察名单：吉姆·克莱默表示将拥有英伟达、AMD 和博通</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\">\nSemiconductor Watchlist: Jim Cramer Says to Own Nvidia, AMD and Broadcom<blockquote>半导体观察名单：吉姆·克莱默表示将拥有英伟达、AMD 和博通</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nThe Street2021-06-09 20:37\n\n</h4>\n</header>\n<article>\n See buy or sell recommendations for AMD, Applied Materials, Qualcomm, NXP, Broadcom, Taiwan Semiconductor, and more semiconductor stocks. China's memory chip makers are pushing into the lower end of the market even as the country faces an increasingly steep uphill battle to achieve its self-sufficiency goals amid ongoing geopolitical tensions and a global semiconductor shortage that's expected to run into next year,according to South China Morning Post.<blockquote>查看 AMD、应用材料、高通、恩智浦、博通、台积电和更多半导体股票的买入或卖出建议。据《南华早报》报道， 尽管在持续的地缘政治紧张局势和预计将持续到明年的全球半导体短缺的情况下， 中国的存储芯片制造商正在向市场低端推进， 尽管中国在实现自给自足目标方面面临着越来越艰难的艰苦战斗。</blockquote> Yangtze YTMC and Changxin Memory Technologies represent a new disruptive force in the sector and are expected to increase global capacity by 29 percent between 2020 and 2022, economists from investment bank Natixis said on Wednesday.<blockquote>投资银行 Natixis 的经济学家周三表示，长江 YTMC 和长鑫存储技术代表了该行业新的颠覆性力量，预计在 2020 年至 2022 年间将全球产能增加 29%。</blockquote> TheStreet's Jim Cramer is eyeing Applied Materials&nbsp;(AMAT) -Get Report&nbsp;and other semiconductor capital equipment stocks. \"They haven't let us down,\"Cramer said&nbsp;in a conversation with TheStreet's Katherine Ross. \"When you get that group going, that's the best leadership group there is,\" he added.<blockquote>TheStreet 的 Jim Cramer 正在关注应用材料（非常)-获取报告和其他半导体资本设备股票。“他们没有让我们失望，”克莱默在与《TheStreet》的凯瑟琳·罗斯的谈话中说道。“当你让这个团队运转起来时，这就是最好的领导团队，”他补充道。</blockquote> Cramer also said Monday that the key to the market for him is still the Nasdaq. \"We need to see Advanced Micro Devices&nbsp;(AMD) -Get Report&nbsp;not get beaten down by Nvidia&nbsp;(NVDA) -Get Report... We need to see all sorts of technology stocks keep up with what I regard as a runaway industrial market,\" he said.<blockquote>克莱默周一还表示，对他来说，市场的关键仍然是纳斯达克。“我们需要看到先进的微设备（AMD）-获取报告而不是被Nvidia打败（NVDA)-获取报告……我们需要看到各种科技股跟上我认为失控的工业市场，”他说。</blockquote> Nvidia is still dominating the semiconductor market. And in terms of diversifying, Nvidia CEO Jensen Huang’s acquisition strategy has helped the firm branch into the automotive industry through high-profile partnerships through its NVIDIA drive network as well as data centers, aided by the acquisition of Mellanox, as well as AI technology through its anticipated takeover of Arm.<blockquote>英伟达仍然主导着半导体市场。在多元化方面，英伟达首席执行官黄仁勋的收购战略帮助该公司通过其英伟达驱动器网络和数据中心建立高调的合作伙伴关系，在收购 Mellanox 的帮助下，以及通过预期收购 Arm 的人工智能技术，进军汽车行业。</blockquote> While the semiconductor industry is certainly crowded, Nvidia has managed to set itself apart beyond its firm base in gaming and graphic chip dominance. As such, it might also be a perfect candidate for mention alongside the long-time tech leaders. Also, its market cap is a healthy $400+ billion, adding to its potential to fit with the rest of the group,according to TheStreet's Kevin Curran.<blockquote>虽然半导体行业确实很拥挤，但英伟达已经设法超越了其在游戏和图形芯片主导地位的坚实基础，脱颖而出。因此，它也可能是与长期科技领导者一起被提及的完美候选人。此外，据 TheStreet 的凯文·柯伦 (Kevin Curran) 称，其市值已超过 4000 亿美元，这增加了其与集团其他公司接轨的潜力。</blockquote> Nvidia is also among companies that have noted a degree of uncertainty in predicting the impact ofcryptocurrency mining on near-term sales.<blockquote>英伟达也是在预测加密货币挖矿对近期销售的影响时注意到一定程度的不确定性的公司之一。</blockquote> \"It's hard to estimate exactly how much and where crypto mining is being done. However, we can only assume that the vast majority of it is contributed by professional miners, especially when the amount of mining increases tremendously like it has,\" CEO Jensen Huang told investors on a conference call this past week.<blockquote>“很难准确估计加密货币挖矿的数量和地点。然而，我们只能假设其中绝大多数是由专业矿工贡献的，尤其是当挖矿量像现在这样大幅增加时，”首席执行官黄仁勋上周在电话会议上告诉投资者。</blockquote> TheStreet's Jim Cramer noted in his dailyAction Alerts Plus rundownthis past week that while Nvidia has performed well and itsrecent 4-for-1 stock splitmakes sense, the link betweencryptocurrency mining and Nvidia’s performanceis not necessarily that strong.<blockquote>TheStreet 的吉姆-克莱默（Jim Cramer）在过去一周的每日行动警报和摘要中指出，虽然 Nvidia 的表现不错，最近 4 比 1 的股票分割也合情合理，但加密货币挖矿与 Nvidia 业绩之间的联系并不一定那么紧密。</blockquote> Nvidia has submitted an application to Chinese competition regulators to review its proposed $40 billion takeover of the U.K. chip designer Arm, according to the Financial Times. The chip company announced the deal about eight months ago and said it expects to close the deal by next March.<blockquote>据英国《金融时报》报道，英伟达已向中国竞争监管机构提交申请，要求审查其以 400 亿美元收购英国芯片设计公司 Arm 的提议。这家芯片公司大约八个月前宣布了这笔交易，并表示预计将在明年3月之前完成这笔交易。</blockquote> Nvidia's application was made in recent weeks and sets in<blockquote>Nvidia 的申请是在最近几周提出的，并将于</blockquote> motion a period of scrutiny that could take up to 18 months, according to Chinese antitrust lawyers, the Financial Times reported. In February,U.S. federal regulators opened an investigation into Nvidia's agreement to purchase Arm.<blockquote>据英国《金融时报》报道，中国反垄断律师表示，动议进行长达 18 个月的审查。二月份，美国联邦监管机构对英伟达收购 Arm 的协议展开调查。</blockquote> Meanwhile,&nbsp;Broadcom&nbsp;(AVGO) -Get Report&nbsp;issued a bullish fiscal-third quarter revenue outlook and topped estimates in the second quarter onstrong demand for the company's semiconductors.<blockquote>与此同时，博通（阿夫戈) -Get Report 发布了乐观的第三财季收入前景，并由于公司半导体需求强劲，第二季度收入超出预期。</blockquote> The company said it expects third-quarter revenue of about $6.75 billion, higher than expectations of $6.6 billion. In addition, the company estimated adjusted EBITDA would 60% of projected revenue, or about $4.05 billion, above estimates of $3.88 billion.<blockquote>该公司表示，预计第三季度营收约为67.5亿美元，高于预期的66亿美元。此外，该公司预计调整后 EBITDA 将占预计收入的 60%，即约 40.5 亿美元，高于预期的 38.8 亿美元。</blockquote> “Due to the strength in demand for semiconductors across our multiple end markets, we delivered 20% year-over-year<blockquote>“由于我们多个终端市场对半导体的强劲需求，我们实现了 20% 的同比增长。</blockquote> increase in semiconductor revenue,” said CEO Hock Tan.<blockquote>半导体收入的增长，”首席执行官Hock Tan说。</blockquote> “Our third-quarter outlook projects this year-over-year growth to sustain, as we continue to see strong demand from service providers and hypercloud.”<blockquote>“我们对第三季度的展望预计同比增长将持续，因为我们将继续看到服务提供商和超级云的强劲需求。”</blockquote> Cramer is watching the semiconductor capital equipment stocks closely, which he said: \"had let us down.\" \"There was a belief that there was a glut of certain kinds of chips,\" he added.<blockquote>克莱默正在密切关注半导体资本设备股，他表示：“这让我们失望了。”“人们认为某些类型的芯片过剩，”他补充道。</blockquote> \"And even though a lot of people were worried about the supply of chips, a lot of the smartest people were saying, listen, get out of the semiconductor-capital stocks and there isn't a glut. There is a glut developing of a certain kind and Applied Materials kind of straightened that out.\"<blockquote>“尽管很多人担心芯片的供应，但很多最聪明的人都在说，听着，摆脱半导体资本股，并不存在过剩。某种类型的开发存在过剩，应用材料有点纠正了这一点。”</blockquote> Here is a list of the semiconductor stocks to watch and their performance by percentage change at the close of trading on Tuesday, June 8:<blockquote>以下是 6 月 8 日星期二收盘时值得关注的半导体股票及其表现百分比变化列表：</blockquote> Nvidia<blockquote>英伟达</blockquote> Large-cap tech stock Nvidia&nbsp;(NVDA) -Get Report&nbsp;is cruising higher. The company's stock rose afterthe semiconductor makerreported fiscal-first-quarter earnings and revenue that topped analyst expectations. Nvidia reported quarterly earnings of $3.66 a share on revenue of $5.66 billion. Analysts were expecting earnings of $3.29 a share on revenue of $5.4 billion.<blockquote>大型科技股英伟达（NVDA)-获取报告正在更高的位置。这家半导体制造商公布第一财季盈利和收入超出分析师预期后，该公司股价上涨。英伟达公布季度收益为每股 3.66 美元，营收为 56.6 亿美元。分析师预计每股收益为 3.29 美元，营收为 54 亿美元。</blockquote> Joel Kulina, SVP of Equity Trading at Wedbush Securities,&nbsp;argues for the addition of both Microsoft&nbsp;(MSFT) -Get Report&nbsp;and his chosen semiconductor stalwart Nvidia&nbsp;to result in the catchy FANGMAN,wrote TheStreet's Kevin Curran.&nbsp;“FANGMAN has been one of the better ones I’ve come across, easy to say; includes large-cap growth names across various pockets of tech.”<blockquote>Wedbush Securities 股票交易高级副总裁 Joel Kulina 主张增加这两种微软（微软TheStreet 的凯文-柯伦（Kevin Curran）写道：“Get Report 和他选择的半导体巨头英伟达（Nvidia）将创造出引人注目的 FANGMAN。” “FANGMAN 是我见过的最好的公司之一，说起来容易，包括各个科技领域的大盘股成长公司。</blockquote> Nvidia would fit in well as its dominance in graphics chips has helped the firm assert a dominant market share in graphics cards, clocking in at a whopping 82% market share per Jon Peddie Research.<blockquote>Nvidia 很适合，因为其在图形芯片领域的主导地位帮助该公司在显卡领域占据了主导地位，根据 Jon Peddie Research 的数据，其市场份额高达 82%。</blockquote> TheStreet Quant Ratings rates Nvidiaas a Buy with a rating score of B.<blockquote>The Street Quant Ratings 将 Nvidia 评为买入，评级为 B。</blockquote> Applied Materials<blockquote>应用材料</blockquote> Jim Cramer recently named chip equipment&nbsp;major Applied Materials&nbsp;(AMAT) -Get Report&nbsp;asone of the stocks that got away.<blockquote>Jim Cramer最近将芯片设备命名为主要应用材料（非常) -获取逃跑股票的报告。</blockquote> He called out the bull market in semiconductor equipment. We need to make more chips, he said, and companies like Applied Materials&nbsp;can make that happen.<blockquote>他喊出了半导体设备的牛市。他说，我们需要制造更多芯片，而像应用材料公司这样的公司可以实现这一点。</blockquote> The&nbsp;semiconductor equipment major&nbsp;reported mixed fiscal-second-quarter earnings and received a number of positive reviews and price-target upgrades from Wall Street analysts.<blockquote>这家半导体设备巨头公布的第二财季收益好坏参半，并获得了华尔街分析师的大量正面评价和目标价上调。</blockquote> TheStreet Quant Ratings rates Applied Materialsas a Buy with a rating score of A-.<blockquote>Street Quant Ratings 将 Applied Materials 评为买入，评级为 A-。</blockquote> Qualcomm<blockquote>高通</blockquote> Shares of Qualcomm&nbsp;(QCOM) -Get Report&nbsp;and other Apple&nbsp;(AAPL) -Get Report&nbsp;suppliers were dropping after a media report said Apple's 5G baseband chip could be used in the iPhone as soon as 2023.<blockquote>高通股份（QCOM)-获取报告和其他苹果(苹果) - 媒体报道称苹果 5G 基带芯片最早可能在 2023 年用于 iPhone 后，供应商纷纷下降。</blockquote> AppleInsider cited TF International Securities analyst Ming-Chi Kuo as the person making its prediction. Kuo seesQualcomm having to change its strategyto combat order losses from Apple.<blockquote>AppleInsider 援引天风国际证券分析师郭明𫓹的话说，做出了这一预测。郭认为高通必须改变其战略，以应对来自苹果的订单损失。</blockquote> Jim Cramer recently said investors should\"own Qualcomm stock.\"<blockquote>吉姆·克莱默最近表示，投资者应该“拥有高通股票”。</blockquote> TheStreet Quant Ratings rates Qualcommas a Buy with a rating score of B+.<blockquote>TheStreet Quant Ratings 给予高通买入评级为 B+。</blockquote> NXP Semiconductors<blockquote>恩智浦半导体</blockquote> NXP Semiconductors&nbsp;(NXPI) -Get Report&nbsp;swung to a stronger-than-expected first-quarter profit from a year-earlier loss on 27% higher revenue.<blockquote>恩智浦半导体（恩智浦) -Get 报告第一季度利润从去年同期亏损转为强于预期，收入增长 27%。</blockquote> The Eindhoven, Netherlands, chipmaker reported that it earned $1.25 a share compared with a loss of 8 cents a share in the year-earlier quarter. Revenue reached $2.57 billion from $2.02 billion.<blockquote>这家总部位于荷兰埃因霍温的芯片制造商报告称，其每股收益为 1.25 美元，而去年同期每股亏损 8 美分。收入从 20.2 亿美元达到 25.7 亿美元。</blockquote> TheStreet Quant Ratings rates NXP Semiconductorsas a Buy with a rating score of B.<blockquote>The Street Quant Ratings 将恩智浦半导体评为买入，评级为 B。</blockquote> Advanced Micro Devices<blockquote>先进微器件</blockquote> Advanced Micro Devices&nbsp;(AMD) -Get Report&nbsp;was higher this past week after Benchmark initiatedcoverage of the chipmakerwith a buy rating and $100 price target.<blockquote>先进微器件（AMD) - 在 Benchmark 开始对这家芯片制造商给予买入评级和 100 美元目标价后，Get 报告上周走高。</blockquote> Analyst Cody Acree said he expected \"the firm’s leadership to continue to drive share gains for at least the next few years.\"<blockquote>分析师科迪-阿克里（Cody Acree）表示，他预计 “该公司的领导层至少在未来几年内将继续推动股价上涨”。</blockquote> TheStreet Quant Ratings rates AMDas a Buy with a rating score of B.<blockquote>TheStreet Quant Ratings 将 AMDas 评为买入，评级为 B。</blockquote> Taiwan Semiconductor Manufacturing<blockquote>台积电</blockquote> Cramer recently said&nbsp;that if investors think chips are truly in short supply and we need capital equipment, then the company they most need is Lam Research(LRCX) -Get Report, other than Taiwan Semiconductor Manufacturing(TSM) -Get Report.<blockquote>克莱默最近表示，如果投资者认为芯片真的供不应求，我们需要资本设备，那么他们最需要的公司就是Lam Research（LRCX）-获取报告，台积电除外（TSM)-获取报告。</blockquote> Cramer spoke recently aboutpicking stocks against a broad worldview, and Taiwan Semiconductors was discussed.<blockquote>克莱默最近谈到了根据广阔的世界观挑选股票，并讨论了台积电。</blockquote> \"For me, I'm particularly concerned about the Chinese making a move on Taiwan. We're squeezing their critical companies to the de facto takeover of Taiwan Semiconductor.I don't want inflation to be so raging that Jay Powell can't engineer a soft landing,\" Cramer said.<blockquote>“对我来说，我特别担心中国人在台湾采取行动。我们正在挤压他们的关键公司事实上收购台积电。我不希望通货膨胀如此严重，以至于杰伊·鲍威尔无法设计软着陆，”克莱默说。</blockquote> TheStreet Quant Ratings rates TSMas a Buy with a rating score of A.<blockquote>TheStreet Quant Ratings 将 TSMA 评为买入，评级分为 A。</blockquote> Micron Technology<blockquote>美光科技</blockquote> Micron Technology&nbsp;(MU) -Get Report&nbsp;recently announced the successful closing of nearly$3.7 billion inaugural sustainability-linked credit facilities.<blockquote>美光科技（穆) -Get Report 最近宣布成功关闭近 37 亿美元的首批可持续发展相关信贷额度。</blockquote> The facilities, which create additional long-term value for Micron's stakeholders, reinforce the company's commitment to sustainability and 2030 environmental goals.<blockquote>这些设施为美光的利益相关者创造了额外的长期价值，强化了公司对可持续发展和 2030 年环境目标的承诺。</blockquote> TheStreet Quant Ratings rates Micronas a Buy with a rating score of B.<blockquote>TheStreet Quant Ratings 将 Micronas 评为买入，评级为 B。</blockquote> Broadcom<blockquote>博通</blockquote> Broadcom&nbsp;(AVGO) -Get Report&nbsp;has performed quite well over the past year, up about 55% in that span. However, the stock has been relatively stagnant so far in 2021, up just 6%.<blockquote>博通（阿夫戈) -Get Report 在过去一年中表现相当不错，在此期间增长了约 55%。然而，2021年迄今为止，该股一直相对停滞，仅上涨6%。</blockquote> From early November to mid-February, Broadcom really found its groove. Shares rallied more than 40% in that span as the chipmaker saw its stock glide higher. While Broadcom topped out around the time that other high-growth stocks did, it didn’t suffer the same fate as those caught in theensuing bear market.<blockquote>从11月初到2月中旬，博通真正找到了自己的最佳状态。随着这家芯片制造商的股价走高，其股价在此期间上涨了 40% 以上。虽然博通与其他高增长股票在同一时间见顶，但它并没有遭受与随后熊市中陷入困境的股票相同的命运。</blockquote> \"This is a high-multiple stock that has people spooked. I own it for my charitable trust and you should, too.\" Cramer recently said of Broadcomduring a Mad Money Lightning Round.<blockquote>“这是一只让人们感到害怕的高市盈率股票。我持有它是为了我的慈善信托基金，你也应该持有它。”克莱默最近在疯狂金钱闪电回合中谈到了博通。</blockquote> TheStreet Quant Ratings rates Broadcomas a Buy with a rating score of B.<blockquote>The Street Quant Ratings 将 Broadcom 评为买入，评级为 B。</blockquote> Intel<blockquote>英特尔</blockquote> Analyst Cody Acree said in a research note that AMD's management, led by Chief Executive Lisa Su, \"has developed a base processor architecture (Zen), and its generational improvements, that have proven over the last few years to be highly competitive - and often superior - to Intel’s&nbsp;(INTC) -Get Report&nbsp;designs, particularly with AMD using Taiwan Semiconductor’s&nbsp;most advanced commercial volume lithography process.\"<blockquote>分析师科迪·阿克里（Cody Acree）在一份研究报告中表示，以首席执行官苏丽莎（Lisa Su）为首的AMD管理层“开发了一种基本处理器架构（Zen）及其代际改进，在过去几年中，这些架构已被证明极具竞争力，而且往往优于英特尔（国际电联) -获取报告设计，特别是 AMD 使用台积电最先进的商业体积光刻工艺。”</blockquote> In January Su unveiled theRyzen 5000 Zen 3series, a new generation of mobile and desktop gaming chips.<blockquote>今年1月，苏推出了新一代移动和桌面游戏芯片theRyzen 5000 Zen 3系列。</blockquote> \"While Intel has struggled to respond with a trump architectural offering, its biggest challenge ... has been that Intel mismanaged its pace of bleeding-end manufacturing technology, leaving the company at a disadvantage to the leading foundry providers,\" Acree said.<blockquote>阿克里表示：“虽然英特尔一直在努力应对特朗普架构产品，但其最大的挑战……是英特尔对其高端制造技术的步伐管理不善，导致该公司相对于领先的代工供应商处于劣势。”</blockquote> With Intel somewhat handcuffed, the analyst added, \"AMD has been able to capitalize on the opportunity and has been gaining broad market share over the past few years.\"<blockquote>这位分析师补充道，由于英特尔有些束缚，“AMD 能够利用这个机会，并在过去几年中获得了广泛的市场份额。”</blockquote> Intel, despite what the company keeps saying, is nowhere, according to Cramer. \"Yes, it bothers me right now that the stock is down a buck. Yes! It's killing me! And Intel keeps saying that they're going to pass AMD any minute. That's nonsense,\" Cramer said.<blockquote>克莱默表示，尽管英特尔一直说，但该公司却无处可去。“是的，现在股价下跌一美元让我很困扰。是的!这让我很难过!英特尔一直说他们随时都会超过 AMD。这是无稽之谈，”克莱默说。</blockquote> TheStreet Quant Ratings rates Intelas a Buy with a rating score of A-.<blockquote>TheStreet Quant Ratings 将 Intelas 评为买入，评级为 A-。</blockquote> Texas Instruments<blockquote>德州仪器</blockquote> Chipmaker Texas Instruments&nbsp;(TXN) -Get Report&nbsp;reported first-quarter revenue and earnings that topped analyst estimates, as well as strong second-quarter guidance.<blockquote>芯片制造商德州仪器（TXN) -Get Report 报告的第一季度收入和盈利超出了分析师的预期，以及强劲的第二季度指引。</blockquote> The company reported first-quarter revenue of $4.29 billionvs. the analyst consensus of $4.00 billion, while adjusted earnings came in at $1.87 per share versus consensus estimates for $1.58 per share. Operating income for the quarter was $1.94 billion vs. consensus estimates of $1.71 billion.<blockquote>该公司公布第一季度营收为 42.9 亿美元。分析师普遍预期为 40 亿美元，调整后每股收益为 1.87 美元，而普遍预期为每股 1.58 美元。本季度经营利润为 19.4 亿美元，而市场普遍预期为 17.1 亿美元。</blockquote> TheStreet Quant Ratings rates Texas Instrumentsas a Buy with a rating score of A.<blockquote>TheStreet Quant Ratings 将德州仪器评为买入，评级分为 A。</blockquote> AMD, Broadcom, and Nvidia are key holdings inJim Cramer'sAction Alerts PLUS charitable trust.Want to be alerted before Jim Cramer buys or sells any stock?Learn more from Cramer and his membership team now.<blockquote>AMD、博通和英伟达是inJim Cramer的行动警报和慈善信托的主要控股公司。想在吉姆·克莱默买卖任何股票之前收到提醒吗？现在就向克莱默和他的会员团队了解更多信息。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/technology/semiconductor-watchlist-jim-cramer-says-to-own-nvidia-amd-broadcom\">The Street</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":{"INTC":"英特尔","TSM":"台积电","AVGO":"博通","NXPI":"恩智浦","MU":"美光科技","QCOM":"高通","NVDA":"英伟达","AMD":"美国超微公司","AMAT":"应用材料","TXN":"德州仪器"},"source_url":"https://www.thestreet.com/technology/semiconductor-watchlist-jim-cramer-says-to-own-nvidia-amd-broadcom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163875762","content_text":"See buy or sell recommendations for AMD, Applied Materials, Qualcomm, NXP, Broadcom, Taiwan Semiconductor, and more semiconductor stocks.\n\nChina's memory chip makers are pushing into the lower end of the market even as the country faces an increasingly steep uphill battle to achieve its self-sufficiency goals amid ongoing geopolitical tensions and a global semiconductor shortage that's expected to run into next year,according to South China Morning Post.\nYangtze YTMC and Changxin Memory Technologies represent a new disruptive force in the sector and are expected to increase global capacity by 29 percent between 2020 and 2022, economists from investment bank Natixis said on Wednesday.\nTheStreet's Jim Cramer is eyeing Applied Materials (AMAT) -Get Report and other semiconductor capital equipment stocks. \"They haven't let us down,\"Cramer said in a conversation with TheStreet's Katherine Ross. \"When you get that group going, that's the best leadership group there is,\" he added.\nCramer also said Monday that the key to the market for him is still the Nasdaq. \"We need to see Advanced Micro Devices (AMD) -Get Report not get beaten down by Nvidia (NVDA) -Get Report... We need to see all sorts of technology stocks keep up with what I regard as a runaway industrial market,\" he said.\nNvidia is still dominating the semiconductor market. And in terms of diversifying, Nvidia CEO Jensen Huang’s acquisition strategy has helped the firm branch into the automotive industry through high-profile partnerships through its NVIDIA drive network as well as data centers, aided by the acquisition of Mellanox, as well as AI technology through its anticipated takeover of Arm.\nWhile the semiconductor industry is certainly crowded, Nvidia has managed to set itself apart beyond its firm base in gaming and graphic chip dominance. As such, it might also be a perfect candidate for mention alongside the long-time tech leaders. Also, its market cap is a healthy $400+ billion, adding to its potential to fit with the rest of the group,according to TheStreet's Kevin Curran.\nNvidia is also among companies that have noted a degree of uncertainty in predicting the impact ofcryptocurrency mining on near-term sales.\n\"It's hard to estimate exactly how much and where crypto mining is being done. However, we can only assume that the vast majority of it is contributed by professional miners, especially when the amount of mining increases tremendously like it has,\" CEO Jensen Huang told investors on a conference call this past week.\nTheStreet's Jim Cramer noted in his dailyAction Alerts Plus rundownthis past week that while Nvidia has performed well and itsrecent 4-for-1 stock splitmakes sense, the link betweencryptocurrency mining and Nvidia’s performanceis not necessarily that strong.\nNvidia has submitted an application to Chinese competition regulators to review its proposed $40 billion takeover of the U.K. chip designer Arm, according to the Financial Times. The chip company announced the deal about eight months ago and said it expects to close the deal by next March.\nNvidia's application was made in recent weeks and sets in\nmotion a period of scrutiny that could take up to 18 months, according to Chinese antitrust lawyers, the Financial Times reported. In February,U.S. federal regulators opened an investigation into Nvidia's agreement to purchase Arm.\nMeanwhile, Broadcom (AVGO) -Get Report issued a bullish fiscal-third quarter revenue outlook and topped estimates in the second quarter onstrong demand for the company's semiconductors.\nThe company said it expects third-quarter revenue of about $6.75 billion, higher than expectations of $6.6 billion. In addition, the company estimated adjusted EBITDA would 60% of projected revenue, or about $4.05 billion, above estimates of $3.88 billion.\n“Due to the strength in demand for semiconductors across our multiple end markets, we delivered 20% year-over-year\nincrease in semiconductor revenue,” said CEO Hock Tan.\n“Our third-quarter outlook projects this year-over-year growth to sustain, as we continue to see strong demand from service providers and hypercloud.”\nCramer is watching the semiconductor capital equipment stocks closely, which he said: \"had let us down.\" \"There was a belief that there was a glut of certain kinds of chips,\" he added.\n\"And even though a lot of people were worried about the supply of chips, a lot of the smartest people were saying, listen, get out of the semiconductor-capital stocks and there isn't a glut. There is a glut developing of a certain kind and Applied Materials kind of straightened that out.\"\nHere is a list of the semiconductor stocks to watch and their performance by percentage change at the close of trading on Tuesday, June 8:\nNvidia\nLarge-cap tech stock Nvidia (NVDA) -Get Report is cruising higher. The company's stock rose afterthe semiconductor makerreported fiscal-first-quarter earnings and revenue that topped analyst expectations. Nvidia reported quarterly earnings of $3.66 a share on revenue of $5.66 billion. Analysts were expecting earnings of $3.29 a share on revenue of $5.4 billion.\nJoel Kulina, SVP of Equity Trading at Wedbush Securities, argues for the addition of both Microsoft (MSFT) -Get Report and his chosen semiconductor stalwart Nvidia to result in the catchy FANGMAN,wrote TheStreet's Kevin Curran. “FANGMAN has been one of the better ones I’ve come across, easy to say; includes large-cap growth names across various pockets of tech.”\nNvidia would fit in well as its dominance in graphics chips has helped the firm assert a dominant market share in graphics cards, clocking in at a whopping 82% market share per Jon Peddie Research.\nTheStreet Quant Ratings rates Nvidiaas a Buy with a rating score of B.\nApplied Materials\nJim Cramer recently named chip equipment major Applied Materials (AMAT) -Get Report asone of the stocks that got away.\nHe called out the bull market in semiconductor equipment. We need to make more chips, he said, and companies like Applied Materials can make that happen.\nThe semiconductor equipment major reported mixed fiscal-second-quarter earnings and received a number of positive reviews and price-target upgrades from Wall Street analysts.\nTheStreet Quant Ratings rates Applied Materialsas a Buy with a rating score of A-.\nQualcomm\nShares of Qualcomm (QCOM) -Get Report and other Apple (AAPL) -Get Report suppliers were dropping after a media report said Apple's 5G baseband chip could be used in the iPhone as soon as 2023.\nAppleInsider cited TF International Securities analyst Ming-Chi Kuo as the person making its prediction. Kuo seesQualcomm having to change its strategyto combat order losses from Apple.\nJim Cramer recently said investors should\"own Qualcomm stock.\"\nTheStreet Quant Ratings rates Qualcommas a Buy with a rating score of B+.\nNXP Semiconductors\nNXP Semiconductors (NXPI) -Get Report swung to a stronger-than-expected first-quarter profit from a year-earlier loss on 27% higher revenue.\nThe Eindhoven, Netherlands, chipmaker reported that it earned $1.25 a share compared with a loss of 8 cents a share in the year-earlier quarter. Revenue reached $2.57 billion from $2.02 billion.\nTheStreet Quant Ratings rates NXP Semiconductorsas a Buy with a rating score of B.\nAdvanced Micro Devices\nAdvanced Micro Devices (AMD) -Get Report was higher this past week after Benchmark initiatedcoverage of the chipmakerwith a buy rating and $100 price target.\nAnalyst Cody Acree said he expected \"the firm’s leadership to continue to drive share gains for at least the next few years.\"\nTheStreet Quant Ratings rates AMDas a Buy with a rating score of B.\nTaiwan Semiconductor Manufacturing\nCramer recently said that if investors think chips are truly in short supply and we need capital equipment, then the company they most need is Lam Research(LRCX) -Get Report, other than Taiwan Semiconductor Manufacturing(TSM) -Get Report.\nCramer spoke recently aboutpicking stocks against a broad worldview, and Taiwan Semiconductors was discussed.\n\"For me, I'm particularly concerned about the Chinese making a move on Taiwan. We're squeezing their critical companies to the de facto takeover of Taiwan Semiconductor.I don't want inflation to be so raging that Jay Powell can't engineer a soft landing,\" Cramer said.\nTheStreet Quant Ratings rates TSMas a Buy with a rating score of A.\nMicron Technology\nMicron Technology (MU) -Get Report recently announced the successful closing of nearly$3.7 billion inaugural sustainability-linked credit facilities.\nThe facilities, which create additional long-term value for Micron's stakeholders, reinforce the company's commitment to sustainability and 2030 environmental goals.\nTheStreet Quant Ratings rates Micronas a Buy with a rating score of B.\nBroadcom\nBroadcom (AVGO) -Get Report has performed quite well over the past year, up about 55% in that span. However, the stock has been relatively stagnant so far in 2021, up just 6%.\nFrom early November to mid-February, Broadcom really found its groove. Shares rallied more than 40% in that span as the chipmaker saw its stock glide higher. While Broadcom topped out around the time that other high-growth stocks did, it didn’t suffer the same fate as those caught in theensuing bear market.\n\"This is a high-multiple stock that has people spooked. I own it for my charitable trust and you should, too.\" Cramer recently said of Broadcomduring a Mad Money Lightning Round.\nTheStreet Quant Ratings rates Broadcomas a Buy with a rating score of B.\nIntel\nAnalyst Cody Acree said in a research note that AMD's management, led by Chief Executive Lisa Su, \"has developed a base processor architecture (Zen), and its generational improvements, that have proven over the last few years to be highly competitive - and often superior - to Intel’s (INTC) -Get Report designs, particularly with AMD using Taiwan Semiconductor’s most advanced commercial volume lithography process.\"\nIn January Su unveiled theRyzen 5000 Zen 3series, a new generation of mobile and desktop gaming chips.\n\"While Intel has struggled to respond with a trump architectural offering, its biggest challenge ... has been that Intel mismanaged its pace of bleeding-end manufacturing technology, leaving the company at a disadvantage to the leading foundry providers,\" Acree said.\nWith Intel somewhat handcuffed, the analyst added, \"AMD has been able to capitalize on the opportunity and has been gaining broad market share over the past few years.\"\nIntel, despite what the company keeps saying, is nowhere, according to Cramer. \"Yes, it bothers me right now that the stock is down a buck. Yes! It's killing me! And Intel keeps saying that they're going to pass AMD any minute. That's nonsense,\" Cramer said.\nTheStreet Quant Ratings rates Intelas a Buy with a rating score of A-.\nTexas Instruments\nChipmaker Texas Instruments (TXN) -Get Report reported first-quarter revenue and earnings that topped analyst estimates, as well as strong second-quarter guidance.\nThe company reported first-quarter revenue of $4.29 billionvs. the analyst consensus of $4.00 billion, while adjusted earnings came in at $1.87 per share versus consensus estimates for $1.58 per share. Operating income for the quarter was $1.94 billion vs. consensus estimates of $1.71 billion.\nTheStreet Quant Ratings rates Texas Instrumentsas a Buy with a rating score of A.\nAMD, Broadcom, and Nvidia are key holdings inJim Cramer'sAction Alerts PLUS charitable trust.Want to be alerted before Jim Cramer buys or sells any stock?Learn more from Cramer and his membership team now.","news_type":1,"symbols_score_info":{"QCOM":0.9,"AMD":0.9,"MU":0.9,"NVDA":0.9,"TXN":0.9,"AMAT":0.9,"BRCM":0.9,"TSM":0.9,"INTC":0.9,"AVGO":0.9,"NXPI":0.9}},"isVote":1,"tweetType":1,"viewCount":1719,"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":8,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/189368826"}