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2021-04-25
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Why AMD Stock Popped After Intel's Earnings Beat<blockquote>为什么英特尔盈利超出预期后 AMD 股价飙升</blockquote>
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AMD's shares were up 4.5% as of 11:30 a.m. EDT.</p><p><blockquote>瑞星股份<b>英特尔</b>(纳斯达克股票代码:INTC)竞争对手和同行半导体巨头<b>先进微器件</b>(纳斯达克股票代码:AMD)周五在纳斯达克早盘交易中大幅上涨,这是英特尔令人失望的 2021 年第一季度收益报告发布后的第一天。截至美国东部时间上午 11:30,AMD 股价上涨 4.5%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/368e9bc79febd0164dab4a88ffd13c42\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/cf04377bf945cfdaa9a52157bb5560f7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p>Intel, if you haven't heard, actually beat on its Q1 earnings. Despite sales declining 1% year over year, the company managed to report a pro forma profit of $1.39 per share, which was ahead of analyst expectations.</p><p><blockquote>如果你还没听说过的话,英特尔第一季度的盈利实际上超出了预期。尽管销售额同比下降 1%,但该公司仍实现了每股 1.39 美元的备考利润,超出了分析师的预期。</blockquote></p><p>Regardless, Intel reported a steep 540 basis point decline in its gross margin to 55.2%, and it saw its operating margin cut nearly in half as the company spent heavily to race to catch up to its rivals in advanced computer chips. Analysts at Citigroup commented yesterday that Intel stock appears to be close to its peak valuation and is likely to decline as investors acclimate to the new environment in which Intel is losing, not gaining, market share.</p><p><blockquote>无论如何,英特尔报告其毛利率大幅下降 540 个基点至 55.2%,并且由于该公司斥巨资在先进计算机芯片领域追赶竞争对手,其营业利润率下降了近一半。花旗集团分析师昨日评论称,英特尔股价似乎已接近峰值估值,随着投资者适应英特尔市场份额正在失去而不是增加的新环境,英特尔股价可能会下跌。</blockquote></p><p>And the reason this is good news for AMD is that, according to Citi at least, it's AMD that's taking that market share away from Intel.</p><p><blockquote>这对 AMD 来说是个好消息的原因是,至少根据花旗的说法,是 AMD 从英特尔手中夺走了市场份额。</blockquote></p><p><b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p>So what's an investor to do with all this information?</p><p><blockquote>那么投资者该如何处理所有这些信息呢?</blockquote></p><p>At a valuation of just 13.6 times trailing earnings, Intel stock certainly looks like a relative bargain when compared with AMD stock, which trades at 38.4 times earnings. But AMD has acash-rich balance sheet, versus Intel that's carrying $13.5 billion in net debt. And analysts see Intel's earnings growing only 10% annually over the next five years, while AMD is pegged for 29.5% annualized earnings growth, according toS&P Global Market Intelligencedata.</p><p><blockquote>英特尔股票的估值仅为历史市盈率的 13.6 倍,与市盈率为 38.4 倍的 AMD 股票相比,看起来确实相对便宜。但 AMD 的资产负债表现金充裕,而英特尔的净债务为 135 亿美元。根据 toS&P Global Market Intelligencedata,分析师预计英特尔未来五年的盈利年增长率仅为 10%,而 AMD 的年化盈利增长率为 29.5%。</blockquote></p><p>Intel may look like a value stockright now, but it's AMD that's gotall the momentum.</p><p><blockquote>英特尔现在可能看起来像是一只价值股,但 AMD 正在推动这一势头。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why AMD Stock Popped After Intel's Earnings Beat<blockquote>为什么英特尔盈利超出预期后 AMD 股价飙升</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 AMD Stock Popped After Intel's Earnings Beat<blockquote>为什么英特尔盈利超出预期后 AMD 股价飙升</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-04-23 23:32</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Here's a hint: It's not because Intel reported great news.</p><p><blockquote>这里有一个提示:这并不是因为英特尔报道了好消息。</blockquote></p><p><b>What happened</b></p><p><blockquote><b>发生了什么事</b></blockquote></p><p>Shares of rising <b>Intel</b> (NASDAQ:INTC) rival and fellow semiconductors giant <b>Advanced Micro Devices</b> (NASDAQ:AMD) popped in early trading on the Nasdaq Friday, the first day afterIntel's disappointing Q1 2021 earnings report. AMD's shares were up 4.5% as of 11:30 a.m. EDT.</p><p><blockquote>瑞星股份<b>英特尔</b>(纳斯达克股票代码:INTC)竞争对手和同行半导体巨头<b>先进微器件</b>(纳斯达克股票代码:AMD)周五在纳斯达克早盘交易中大幅上涨,这是英特尔令人失望的 2021 年第一季度收益报告发布后的第一天。截至美国东部时间上午 11:30,AMD 股价上涨 4.5%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/368e9bc79febd0164dab4a88ffd13c42\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/cf04377bf945cfdaa9a52157bb5560f7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p>Intel, if you haven't heard, actually beat on its Q1 earnings. Despite sales declining 1% year over year, the company managed to report a pro forma profit of $1.39 per share, which was ahead of analyst expectations.</p><p><blockquote>如果你还没听说过的话,英特尔第一季度的盈利实际上超出了预期。尽管销售额同比下降 1%,但该公司仍实现了每股 1.39 美元的备考利润,超出了分析师的预期。</blockquote></p><p>Regardless, Intel reported a steep 540 basis point decline in its gross margin to 55.2%, and it saw its operating margin cut nearly in half as the company spent heavily to race to catch up to its rivals in advanced computer chips. Analysts at Citigroup commented yesterday that Intel stock appears to be close to its peak valuation and is likely to decline as investors acclimate to the new environment in which Intel is losing, not gaining, market share.</p><p><blockquote>无论如何,英特尔报告其毛利率大幅下降 540 个基点至 55.2%,并且由于该公司斥巨资在先进计算机芯片领域追赶竞争对手,其营业利润率下降了近一半。花旗集团分析师昨日评论称,英特尔股价似乎已接近峰值估值,随着投资者适应英特尔市场份额正在失去而不是增加的新环境,英特尔股价可能会下跌。</blockquote></p><p>And the reason this is good news for AMD is that, according to Citi at least, it's AMD that's taking that market share away from Intel.</p><p><blockquote>这对 AMD 来说是个好消息的原因是,至少根据花旗的说法,是 AMD 从英特尔手中夺走了市场份额。</blockquote></p><p><b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p>So what's an investor to do with all this information?</p><p><blockquote>那么投资者该如何处理所有这些信息呢?</blockquote></p><p>At a valuation of just 13.6 times trailing earnings, Intel stock certainly looks like a relative bargain when compared with AMD stock, which trades at 38.4 times earnings. But AMD has acash-rich balance sheet, versus Intel that's carrying $13.5 billion in net debt. And analysts see Intel's earnings growing only 10% annually over the next five years, while AMD is pegged for 29.5% annualized earnings growth, according toS&P Global Market Intelligencedata.</p><p><blockquote>英特尔股票的估值仅为历史市盈率的 13.6 倍,与市盈率为 38.4 倍的 AMD 股票相比,看起来确实相对便宜。但 AMD 的资产负债表现金充裕,而英特尔的净债务为 135 亿美元。根据 toS&P Global Market Intelligencedata,分析师预计英特尔未来五年的盈利年增长率仅为 10%,而 AMD 的年化盈利增长率为 29.5%。</blockquote></p><p>Intel may look like a value stockright now, but it's AMD that's gotall the momentum.</p><p><blockquote>英特尔现在可能看起来像是一只价值股,但 AMD 正在推动这一势头。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","AMD":"美国超微公司"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180713929","content_text":"Here's a hint: It's not because Intel reported great news.What happenedShares of rising Intel (NASDAQ:INTC) rival and fellow semiconductors giant Advanced Micro Devices (NASDAQ:AMD) popped in early trading on the Nasdaq Friday, the first day afterIntel's disappointing Q1 2021 earnings report. AMD's shares were up 4.5% as of 11:30 a.m. EDT.So whatIntel, if you haven't heard, actually beat on its Q1 earnings. Despite sales declining 1% year over year, the company managed to report a pro forma profit of $1.39 per share, which was ahead of analyst expectations.Regardless, Intel reported a steep 540 basis point decline in its gross margin to 55.2%, and it saw its operating margin cut nearly in half as the company spent heavily to race to catch up to its rivals in advanced computer chips. Analysts at Citigroup commented yesterday that Intel stock appears to be close to its peak valuation and is likely to decline as investors acclimate to the new environment in which Intel is losing, not gaining, market share.And the reason this is good news for AMD is that, according to Citi at least, it's AMD that's taking that market share away from Intel.Now whatSo what's an investor to do with all this information?At a valuation of just 13.6 times trailing earnings, Intel stock certainly looks like a relative bargain when compared with AMD stock, which trades at 38.4 times earnings. But AMD has acash-rich balance sheet, versus Intel that's carrying $13.5 billion in net debt. And analysts see Intel's earnings growing only 10% annually over the next five years, while AMD is pegged for 29.5% annualized earnings growth, according toS&P Global Market Intelligencedata.Intel may look like a value stockright now, but it's AMD that's gotall the momentum.","news_type":1,"symbols_score_info":{"INTC":0.9,"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":2283,"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":3,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/375398428"}
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