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2021-09-29

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Why AMD Stock Sank 6% Tuesday<blockquote>为什么 AMD 股价周二下跌 6%</blockquote>

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What happened<blockquote><a href=\"https://laohu8.com/S/AMD\">AMD</a>首席执行官预测不到一年的时间内芯片短缺将“不那么严重”。发生了什么事</blockquote> The duration of the&nbsp;global semiconductor shortagejust keeps getting shorter -- and with it, investor confidence insemiconductor stockslike<a href=\"https://laohu8.com/S/AEIS\">Advanced</a> Micro Devices(NASDAQ:AMD), which closed down 6.1% Tuesday.<blockquote>全球半导体短缺的持续时间越来越短，随之而来的是投资者对半导体股票的信心<a href=\"https://laohu8.com/S/AEIS\">先进的</a>微器件（纳斯达克股票代码：AMD）周二收盘下跌 6.1%。</blockquote> Granted, a whole lot of stocks closed down today (the entireS&amp;P 500lost 2% on average), as rising interest rates spookedgrowth investors. But in the case of AMD, there seems to be a separate factor at work.<blockquote>诚然，由于利率上升吓坏了成长型投资者，今天很多股票收盘下跌（整个标准普尔 500 指数平均下跌 2%）。但就AMD而言，似乎有一个单独的因素在起作用。</blockquote> So what<blockquote>那又怎样</blockquote> If you recall, market researcher International Data Corporation (IDC) predicted last week that the dearth of semiconductors, which has hamstrung markets for everything from PCs to automobiles over the past year, will begin easing later this year. Then, \"the industry will see normalization and balance by the middle of 2022, with a potential for overcapacity in 2023 as larger scale capacity expansions begin to come on line toward the end of 2022.\"<blockquote>如果你还记得的话，市场研究公司国际数据公司（IDC）上周预测，半导体短缺将在今年晚些时候开始缓解，半导体短缺在过去一年中一直困扰着从个人电脑到汽车等各种产品的市场。然后，“到 2022 年中期，该行业将实现正常化和平衡，随着 2022 年底更大规模的产能扩张开始上线，2023 年可能会出现产能过剩。”</blockquote> Tesla CEO Elon Musk, too, has expressed the opinion that the semiconductor shortage will be \"short term I think.\" And on Tuesday, AMD CEO Lisa Su rounded out the list, confirming that both IDC and Musk are most likely correct.<blockquote>特斯拉首席执行官埃隆·马斯克也表示，半导体短缺将是“短期的”。周二，AMD 首席执行官苏丽莎 (Lisa Su) 补充了这份名单，证实 IDC 和马斯克都很可能是正确的。</blockquote> Speaking at the Code Conference in Beverly Hills, California, reports CNBC, Su pointed to a number of new semiconductor manufacturing plants coming online over the next few months as evidence that, while supplies will remain \"likely tight\" through the first half of next year, the chip shortage may end sooner than some investors expect.<blockquote>据美国消费者新闻与商业频道 (CNBC) 报道，苏在加利福尼亚州比佛利山庄举行的代码会议上发表讲话时指出，未来几个月将有一些新的半导体制造工厂上线，这证明虽然明年上半年供应“可能仍然紧张”，但芯片短缺可能会比一些投资者预期的更早结束。</blockquote> Now what<blockquote>现在呢</blockquote> What does that mean for the future? Chip companies began investing in infrastructure to make more chips \"perhaps a year ago,\" says Su. Now, \"it might take, you know, 18 to 24 months to put on a new plant.\" But for a plant started a year ago, that means that there's only six to 12 months left to go before that plant starts churning out chips.<blockquote>这对未来意味着什么？苏说，“也许一年前”，芯片公司就开始投资基础设施来生产更多芯片。现在，“你知道，可能需要 18 到 24 个月才能建造一座新工厂。”但对于一年前启动的工厂来说，这意味着距离工厂开始生产芯片只剩下 6 到 12 个月的时间了。</blockquote> This implies that by somewhere between the second quarter of 2022, and at the latest, the fourth quarter of 2022, chip supply should begin reaching the level necessary to fulfill even surging chip demand. That's good news for consumers -- good news, too, for automotive and other companies that have been starved for chips of late. As 2022 rolls over into 2023, however, and the potential for overcapacity begins to loom, it could be bad news for profits at AMD and its peers.<blockquote>这意味着，到 2022 年第二季度，最迟到 2022 年第四季度，芯片供应应该开始达到满足甚至激增的芯片需求所需的水平。这对消费者来说是个好消息，对最近急需芯片的汽车和其他公司来说也是个好消息。然而，随着 2022 年进入 2023 年，产能过剩的可能性开始显现，这对 AMD 及其同行的利润来说可能是个坏消息。</blockquote> But such is the risk of investing incyclical industries.<blockquote>但这就是投资非周期性行业的风险。</blockquote>","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 Sank 6% Tuesday<blockquote>为什么 AMD 股价周二下跌 6%</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 Sank 6% Tuesday<blockquote>为什么 AMD 股价周二下跌 6%</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Fool2021-09-29 07:58\n\n</h4>\n</header>\n<article>\n <a href=\"https://laohu8.com/S/AMD\">AMD</a> CEO predicts \"less severe\" chip shortage in less than a year. What happened<blockquote><a href=\"https://laohu8.com/S/AMD\">AMD</a>首席执行官预测不到一年的时间内芯片短缺将“不那么严重”。发生了什么事</blockquote> The duration of the&nbsp;global semiconductor shortagejust keeps getting shorter -- and with it, investor confidence insemiconductor stockslike<a href=\"https://laohu8.com/S/AEIS\">Advanced</a> Micro Devices(NASDAQ:AMD), which closed down 6.1% Tuesday.<blockquote>全球半导体短缺的持续时间越来越短，随之而来的是投资者对半导体股票的信心<a href=\"https://laohu8.com/S/AEIS\">先进的</a>微器件（纳斯达克股票代码：AMD）周二收盘下跌 6.1%。</blockquote> Granted, a whole lot of stocks closed down today (the entireS&amp;P 500lost 2% on average), as rising interest rates spookedgrowth investors. But in the case of AMD, there seems to be a separate factor at work.<blockquote>诚然，由于利率上升吓坏了成长型投资者，今天很多股票收盘下跌（整个标准普尔 500 指数平均下跌 2%）。但就AMD而言，似乎有一个单独的因素在起作用。</blockquote> So what<blockquote>那又怎样</blockquote> If you recall, market researcher International Data Corporation (IDC) predicted last week that the dearth of semiconductors, which has hamstrung markets for everything from PCs to automobiles over the past year, will begin easing later this year. Then, \"the industry will see normalization and balance by the middle of 2022, with a potential for overcapacity in 2023 as larger scale capacity expansions begin to come on line toward the end of 2022.\"<blockquote>如果你还记得的话，市场研究公司国际数据公司（IDC）上周预测，半导体短缺将在今年晚些时候开始缓解，半导体短缺在过去一年中一直困扰着从个人电脑到汽车等各种产品的市场。然后，“到 2022 年中期，该行业将实现正常化和平衡，随着 2022 年底更大规模的产能扩张开始上线，2023 年可能会出现产能过剩。”</blockquote> Tesla CEO Elon Musk, too, has expressed the opinion that the semiconductor shortage will be \"short term I think.\" And on Tuesday, AMD CEO Lisa Su rounded out the list, confirming that both IDC and Musk are most likely correct.<blockquote>特斯拉首席执行官埃隆·马斯克也表示，半导体短缺将是“短期的”。周二，AMD 首席执行官苏丽莎 (Lisa Su) 补充了这份名单，证实 IDC 和马斯克都很可能是正确的。</blockquote> Speaking at the Code Conference in Beverly Hills, California, reports CNBC, Su pointed to a number of new semiconductor manufacturing plants coming online over the next few months as evidence that, while supplies will remain \"likely tight\" through the first half of next year, the chip shortage may end sooner than some investors expect.<blockquote>据美国消费者新闻与商业频道 (CNBC) 报道，苏在加利福尼亚州比佛利山庄举行的代码会议上发表讲话时指出，未来几个月将有一些新的半导体制造工厂上线，这证明虽然明年上半年供应“可能仍然紧张”，但芯片短缺可能会比一些投资者预期的更早结束。</blockquote> Now what<blockquote>现在呢</blockquote> What does that mean for the future? Chip companies began investing in infrastructure to make more chips \"perhaps a year ago,\" says Su. Now, \"it might take, you know, 18 to 24 months to put on a new plant.\" But for a plant started a year ago, that means that there's only six to 12 months left to go before that plant starts churning out chips.<blockquote>这对未来意味着什么？苏说，“也许一年前”，芯片公司就开始投资基础设施来生产更多芯片。现在，“你知道，可能需要 18 到 24 个月才能建造一座新工厂。”但对于一年前启动的工厂来说，这意味着距离工厂开始生产芯片只剩下 6 到 12 个月的时间了。</blockquote> This implies that by somewhere between the second quarter of 2022, and at the latest, the fourth quarter of 2022, chip supply should begin reaching the level necessary to fulfill even surging chip demand. That's good news for consumers -- good news, too, for automotive and other companies that have been starved for chips of late. As 2022 rolls over into 2023, however, and the potential for overcapacity begins to loom, it could be bad news for profits at AMD and its peers.<blockquote>这意味着，到 2022 年第二季度，最迟到 2022 年第四季度，芯片供应应该开始达到满足甚至激增的芯片需求所需的水平。这对消费者来说是个好消息，对最近急需芯片的汽车和其他公司来说也是个好消息。然而，随着 2022 年进入 2023 年，产能过剩的可能性开始显现，这对 AMD 及其同行的利润来说可能是个坏消息。</blockquote> But such is the risk of investing incyclical industries.<blockquote>但这就是投资非周期性行业的风险。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/09/28/why-amd-stock-sank-6-today/\">Motley Fool</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.fool.com/investing/2021/09/28/why-amd-stock-sank-6-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116220987","content_text":"AMD CEO predicts \"less severe\" chip shortage in less than a year.\n\nWhat happened\nThe duration of the global semiconductor shortagejust keeps getting shorter -- and with it, investor confidence insemiconductor stockslikeAdvanced Micro Devices(NASDAQ:AMD), which closed down 6.1% Tuesday.\nGranted, a whole lot of stocks closed down today (the entireS&P 500lost 2% on average), as rising interest rates spookedgrowth investors. But in the case of AMD, there seems to be a separate factor at work.\nSo what\nIf you recall, market researcher International Data Corporation (IDC) predicted last week that the dearth of semiconductors, which has hamstrung markets for everything from PCs to automobiles over the past year, will begin easing later this year. Then, \"the industry will see normalization and balance by the middle of 2022, with a potential for overcapacity in 2023 as larger scale capacity expansions begin to come on line toward the end of 2022.\"\nTesla CEO Elon Musk, too, has expressed the opinion that the semiconductor shortage will be \"short term I think.\" And on Tuesday, AMD CEO Lisa Su rounded out the list, confirming that both IDC and Musk are most likely correct.\nSpeaking at the Code Conference in Beverly Hills, California, reports CNBC, Su pointed to a number of new semiconductor manufacturing plants coming online over the next few months as evidence that, while supplies will remain \"likely tight\" through the first half of next year, the chip shortage may end sooner than some investors expect.\nNow what\nWhat does that mean for the future? Chip companies began investing in infrastructure to make more chips \"perhaps a year ago,\" says Su. Now, \"it might take, you know, 18 to 24 months to put on a new plant.\" But for a plant started a year ago, that means that there's only six to 12 months left to go before that plant starts churning out chips.\nThis implies that by somewhere between the second quarter of 2022, and at the latest, the fourth quarter of 2022, chip supply should begin reaching the level necessary to fulfill even surging chip demand. That's good news for consumers -- good news, too, for automotive and other companies that have been starved for chips of late. As 2022 rolls over into 2023, however, and the potential for overcapacity begins to loom, it could be bad news for profits at AMD and its peers.\nBut such is the risk of investing incyclical industries.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":3146,"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":10,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/862632521"}