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navoyhot

navoyhot

Enthusiast in open source it

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9主题

0勋章

2021-01-30

散户就是缺类毛主席这样的金融战略指挥家

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2021-03-30

buy buy warren

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2021-10-26

tsmc is gone by 2024

AMD earnings look to again succeed where Intel disappointed<blockquote>AMD盈利有望在英特尔失望的地方再次取得成功</blockquote>

2021-04-18

4.5% of GDP not bad

Taiwan's Drought Poses Additional Threat To Looming Global Chip Crisis: WSJ<blockquote>《华尔街日报》：台湾干旱对迫在眉睫的全球芯片危机构成额外威胁</blockquote>

2021-03-30

rise be a value stock

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2021-03-19

机构坑散户

油价久违大跌超4% 发生了什么？

2021-10-26

intel is avoiding monopoly investigation

AMD earnings look to again succeed where Intel disappointed<blockquote>AMD盈利有望在英特尔失望的地方再次取得成功</blockquote>

2021-03-20

government pressure

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2021-12-07

waiting for big short

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2021-10-14

it would do well to elaborate about economic stresses and its policy to help needy

Singapore's central bank tightens policy in surprise move<blockquote>新加坡央行出人意料地收紧政策</blockquote>

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ago, a bunch of day traders from the fringes of the internet figured out how to beat Wall Street at its own game. Or so they thought.</p><p><blockquote><b>纽约（CNN商业）——</b>大约一年前，一群来自互联网边缘的日内交易者想出了如何在华尔街自己的游戏中击败华尔街。至少他们是这么认为的。</blockquote></p><p> Around mid-January, shares of&nbsp;GameStop(GME)&nbsp;— a brick-and-mortar retailer that most analysts expected to go the way of Blockbuster — began surging, fueled by a pile-on of day traders from the WallStreetBets forum on Reddit. They were doubling, tripling, their positions by the day, chanting \"diamond hands,\" and \"to the moon,\" rally cries to hold onto their shares rather than cash out.&nbsp;The term \"meme stock\" sauntered into the mainstream.</p><p><blockquote>1月中旬左右，在Reddit上WallStreetBets论坛上大量日内交易者的推动下，游戏驿站(GME)（一家大多数分析师预计将重蹈百视达(Blockbuster)的覆辙）的股价开始飙升。他们的头寸每天都在增加一倍、三倍，高呼“钻石之手”和“奔向月球”，集会口号是持有自己的股票而不是套现。“模因股票”一词逐渐成为主流。</blockquote></p><p> Better still, these amateur traders, who winkingly referred to themselves as \"Apes,\" were sticking it to the fat cats on Wall Street who'd heavily shorted GameStop. The more people tried to dismiss the Reddit crowd — Citron Research called them \"the suckers at this poker game\" — the more they drove up the stock, squeezing the short sellers.</p><p><blockquote>更好的是，这些自称为“猿类”的业余交易员，把钱花在了那些严重做空游戏驿站的华尔街大佬身上。越多的人试图解雇Reddit人群——Citron Research称他们为“这场扑克游戏中的傻瓜”——他们就越会推高股价，挤压卖空者。</blockquote></p><p> In the end, the GameStop rally sent the stock up 1,600% before coming back down to Earth. Citron, meanwhile,&nbsp;shut down&nbsp;its short-selling business after the episode. Melvin Capital, one of Wall Street's elite hedge funds, was so&nbsp;financially gutted&nbsp;it had to be bailed out&nbsp;by&nbsp;two other firms. The Apes rejoiced. Who's the sucker now?</p><p><blockquote>最终，游戏驿站的反弹使该股上涨了1,600%，然后又回到了现实。与此同时，香橼在事件发生后关闭了其卖空业务。华尔街精英对冲基金之一梅尔文资本(Melvin Capital)的财务状况严重受损，不得不由另外两家公司进行救助。猿类欢欣鼓舞。现在谁是傻瓜？</blockquote></p><p> It looked, in the moment, like David had taken down Goliath. But the giant was merely caught off guard.</p><p><blockquote>在那一刻，看起来就像是大卫打倒了歌利亚。但巨人只是措手不及。</blockquote></p><p> The GameStop saga, brief though it was, marked a turning point for Wall Street. Did the Apes&nbsp;overthrow the establishment? No, far from it. But the spectacle of the uprising was every bit as important as the result. Once GameStop caught the public's imagination, Wall Street could no longer afford to dismiss social media or the investors who congregate on it.</p><p><blockquote>游戏驿站事件虽然短暂，但却标志着华尔街的一个转折点。猿类推翻了当权派吗？不，远非如此。但是起义的场面和结果一样重要。一旦游戏驿站抓住了公众的想象力，华尔街就再也不能忽视社交媒体或聚集在社交媒体上的投资者了。</blockquote></p><p> \"Most people saw it as this revolution,\" says Spencer Jakab, a Wall Street Journal columnist and author of a forthcoming book about the GameStop rally. \"And a lot of young people are still convinced that they're fighting some kind of virtuous fight against evil hedge funds... but, basically, the story is the same: If you think you've figured something out to beat Wall Street, you probably haven't.\"</p><p><blockquote>“大多数人认为这是一场革命，”Spencer Jakab说，他是《华尔街日报》的专栏作家，也是即将出版的一本关于游戏驿站集会的书的作者。“许多年轻人仍然相信，他们正在与邪恶的对冲基金进行某种良性斗争……但是，基本上，故事是一样的：如果你认为你已经找到了击败华尔街的方法，你可能还没有。”</blockquote></p><p> The Reddit army's moment fizzled in early February when GameStop cratered to around $45. Those who joined late, buying the stock at its peak of around $480, were left with huge losses. These days, GME trades around $145 — up nearly 700% for the year, but far from January's highs.</p><p><blockquote>Reddit军队的时刻在2月初失败了，当时游戏驿站跌至45美元左右。那些较晚加入的人，在该股480美元左右的峰值买入，却遭受了巨大损失。如今，GME的交易价格约为145美元，今年上涨了近700%，但远未达到1月份的高点。</blockquote></p><p> Jaime Rogozinski, the founder of WallStreetBets, acknowledges that what happened with GameStop wasn't a revolution per se, but that doesn't mean the community or the ethos that guided it — sniffing out market inefficiencies and exploiting them for profit — is dead.</p><p><blockquote>WallStreetBets的创始人海梅·罗戈津斯基(Jaime Rogozinski)承认，游戏驿站发生的事情本身并不是一场革命，但这并不意味着社区或指导它的精神——嗅出市场效率低下并利用它们获利——已经死亡。</blockquote></p><p> \"They're little accounts, but they've now figured out how to push a stock price, even with their insignificant size,\" Rogozinski told CNN Business.&nbsp; \"They're not going to stop looking for these things.\"</p><p><blockquote>罗戈津斯基告诉CNN商业频道：“他们是小账户，但他们现在已经想出了如何推高股价，尽管他们的规模微不足道。他们不会停止寻找这些东西。”</blockquote></p><p> The original WallStreetBets page has more than doubled in size since the GME rally, going from about 5 million at the end of January to over 11 million now -- an explosion of popularity that's put off some early adherents who broke off to form new, more specialized investing groups on Reddit and elsewhere.</p><p><blockquote>自GME集会以来，最初的WallStreetBets页面的规模增加了一倍多，从1月底的约500万增加到现在的超过1100万——这种受欢迎程度的爆发让一些早期追随者望而却步，他们离开并组建了新的、更专业的Reddit和其他地方的投资团体。</blockquote></p><p> So who won, David or Goliath? Maybe both.</p><p><blockquote>那么谁赢了，大卫还是歌利亚？也许两者都有。</blockquote></p><p> The force of the January squeeze was powerful enough to make even the stodgiest of Wall Street elite sit up and take notice. US regulators are paying&nbsp;close attention, too.</p><p><blockquote>一月份挤压的力量强大到足以让华尔街最古板的精英们坐起来并注意到这一点。美国监管机构也在密切关注。</blockquote></p><p> \"You'll be hard-pressed to find a company that has over 100% short float now, right?\" Rogozinski says. In other words, no Wall Street firm with any sense wants to end up like Melvin, a titan that was squeezed so hard by the GameStop surge it lost 53% of its fund in under a month. If you massively short a stock and run up your exposure, you're putting a target on your back.</p><p><blockquote>“现在很难找到一家空头流通量超过100%的公司，对吧？”罗戈津斯基说。换句话说，没有一家有理智的华尔街公司愿意落得像Melvin那样的下场，Melvin是一家受到游戏驿站飙升挤压的巨头，在不到一个月的时间里损失了53%的基金。如果你大量做空一只股票并增加你的风险敞口，你就是在背上放了一个目标。</blockquote></p><p> WallStreetBets, with all its crude jargon and machismo, became a check on institutional investors who had perhaps gotten too cozy. Not wanting to be&nbsp;wrong twice, firms have hired social media managers and subscribed to services that monitor social chatter. JPMorgan, for one, is currently testing a new tool aimed at protecting clients from losses tied to meme stocks,Bloomberg reported&nbsp;earlier this month.</p><p><blockquote>WallStreetBets凭借其粗俗的行话和大男子主义，成为了对可能过于舒适的机构投资者的制衡。不想犯两次错误，公司聘请了社交媒体经理，并订阅了监控社交聊天的服务。据彭博社本月早些时候报道，摩根大通目前正在测试一种新工具，旨在保护客户免受与meme股票相关的损失。</blockquote></p><p> \"If you don't have a clear view of what retail is up to, it feels like you're driving partially blind,\" Chris Berthe, JPMorgan's global co-head of cash equities trading, told Bloomberg.</p><p><blockquote>摩根大通现金股票交易全球联席主管克里斯·贝尔特(Chris Berthe)告诉彭博社：“如果你不清楚零售业在做什么，就会感觉自己是部分盲目驾驶。”</blockquote></p><p> For better or worse, Jakab says, all of this has made Wall Street even better at making money.</p><p><blockquote>贾卡布说，无论好坏，所有这些都让华尔街更擅长赚钱。</blockquote></p><p> \"I think what's changed is that Wall Street is totally aware of what's going on,\" says Jakab. \"And they are not going to get caught out in the same way again. They monitor social media, they're going to be more judicious about getting exposed.\"</p><p><blockquote>“我认为改变的是华尔街完全意识到正在发生的事情，”贾卡布说。“他们不会再以同样的方式被抓到。他们监控社交媒体，他们会更加明智地暴露自己。”</blockquote></p><p></p><p> For all the so-called Apes accomplished, Jakab argues, in the end it was the little guy that got hosed in the GameStop saga. His book, \"The Revolution That Wasn't: GameStop, Reddit, and the Fleecing of Small Investors,\" Jakab makes the case that despite all the talk of sticking it to the Man, the rally only tipped the odds further in Wall Street's favor.</p><p><blockquote>贾卡布认为，对于所有所谓的类人猿来说，最终在《游戏驿站》传奇中被扫地出门的是小家伙。贾卡布在他的书《不是的革命：游戏驿站、Reddit和对小投资者的诈骗》中指出，尽管人们都在谈论坚持到底，但这次反弹只会进一步使华尔街的胜算对华尔街有利。</blockquote></p><p> \"Wall Street likes this,\" he told CNN Business. \"Wall Street likes millions of young people who hate Wall Street putting their money on Wall Street — they don't care if they're hated.\"</p><p><blockquote>“华尔街喜欢这样，”他告诉CNN商业频道。“华尔街喜欢数百万讨厌华尔街的年轻人把钱投入华尔街——他们不在乎自己是否被讨厌。”</blockquote></p><p> Perhaps the more significant legacy of WallStreetBets and the GME saga is cultural. Spend half a minute on the site and you quickly understand this isn't a convention of Boomers in suits but rather a bunch of young Millennials and Gen Zers (still mostly male) talking about complicated options trades via memes and emoji.</p><p><blockquote>也许WallStreetBets和GME传奇更重要的遗产是文化。在网站上花半分钟，你很快就会明白这不是西装革履的婴儿潮一代的惯例，而是一群年轻的千禧一代和Z世代（仍然以男性为主）通过模因和表情符号谈论复杂的期权交易。</blockquote></p><p> \"The best analogy that I can come up with is, you've had these seasoned professional poker players playing this game for decades, and now they've all had to scoot over to make room for this new player that doesn't use the same rules,\" Rogozinski says. \"You have somewhat of a reckless individual that has a different concept of risk and a different objective. And so these players now have to adjust their strategy.\"</p><p><blockquote>“我能想到的最好的类比是，这些经验丰富的职业扑克玩家已经玩了几十年了，现在他们都不得不快速移动，为这个不使用相同规则的新玩家腾出空间，”罗戈津斯基说。“你有一个有点鲁莽的人，他们有不同的风险概念和不同的目标。所以这些玩家现在必须调整他们的策略。”</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>The year Reddit changed Wall Street forever<blockquote>Reddit永远改变了华尔街的一年</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\">\nThe year Reddit changed Wall Street forever<blockquote>Reddit永远改变了华尔街的一年</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN Business</strong><span class=\"h-time small\">2021-12-20 07:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>New York (CNN Business)&nbsp;-</b>&nbsp;Nearly a year ago, a bunch of day traders from the fringes of the internet figured out how to beat Wall Street at its own game. Or so they thought.</p><p><blockquote><b>纽约（CNN商业）——</b>大约一年前，一群来自互联网边缘的日内交易者想出了如何在华尔街自己的游戏中击败华尔街。至少他们是这么认为的。</blockquote></p><p> Around mid-January, shares of&nbsp;GameStop(GME)&nbsp;— a brick-and-mortar retailer that most analysts expected to go the way of Blockbuster — began surging, fueled by a pile-on of day traders from the WallStreetBets forum on Reddit. They were doubling, tripling, their positions by the day, chanting \"diamond hands,\" and \"to the moon,\" rally cries to hold onto their shares rather than cash out.&nbsp;The term \"meme stock\" sauntered into the mainstream.</p><p><blockquote>1月中旬左右，在Reddit上WallStreetBets论坛上大量日内交易者的推动下，游戏驿站(GME)（一家大多数分析师预计将重蹈百视达(Blockbuster)的覆辙）的股价开始飙升。他们的头寸每天都在增加一倍、三倍，高呼“钻石之手”和“奔向月球”，集会口号是持有自己的股票而不是套现。“模因股票”一词逐渐成为主流。</blockquote></p><p> Better still, these amateur traders, who winkingly referred to themselves as \"Apes,\" were sticking it to the fat cats on Wall Street who'd heavily shorted GameStop. The more people tried to dismiss the Reddit crowd — Citron Research called them \"the suckers at this poker game\" — the more they drove up the stock, squeezing the short sellers.</p><p><blockquote>更好的是，这些自称为“猿类”的业余交易员，把钱花在了那些严重做空游戏驿站的华尔街大佬身上。越多的人试图解雇Reddit人群——Citron Research称他们为“这场扑克游戏中的傻瓜”——他们就越会推高股价，挤压卖空者。</blockquote></p><p> In the end, the GameStop rally sent the stock up 1,600% before coming back down to Earth. Citron, meanwhile,&nbsp;shut down&nbsp;its short-selling business after the episode. Melvin Capital, one of Wall Street's elite hedge funds, was so&nbsp;financially gutted&nbsp;it had to be bailed out&nbsp;by&nbsp;two other firms. The Apes rejoiced. Who's the sucker now?</p><p><blockquote>最终，游戏驿站的反弹使该股上涨了1,600%，然后又回到了现实。与此同时，香橼在事件发生后关闭了其卖空业务。华尔街精英对冲基金之一梅尔文资本(Melvin Capital)的财务状况严重受损，不得不由另外两家公司进行救助。猿类欢欣鼓舞。现在谁是傻瓜？</blockquote></p><p> It looked, in the moment, like David had taken down Goliath. But the giant was merely caught off guard.</p><p><blockquote>在那一刻，看起来就像是大卫打倒了歌利亚。但巨人只是措手不及。</blockquote></p><p> The GameStop saga, brief though it was, marked a turning point for Wall Street. Did the Apes&nbsp;overthrow the establishment? No, far from it. But the spectacle of the uprising was every bit as important as the result. Once GameStop caught the public's imagination, Wall Street could no longer afford to dismiss social media or the investors who congregate on it.</p><p><blockquote>游戏驿站事件虽然短暂，但却标志着华尔街的一个转折点。猿类推翻了当权派吗？不，远非如此。但是起义的场面和结果一样重要。一旦游戏驿站抓住了公众的想象力，华尔街就再也不能忽视社交媒体或聚集在社交媒体上的投资者了。</blockquote></p><p> \"Most people saw it as this revolution,\" says Spencer Jakab, a Wall Street Journal columnist and author of a forthcoming book about the GameStop rally. \"And a lot of young people are still convinced that they're fighting some kind of virtuous fight against evil hedge funds... but, basically, the story is the same: If you think you've figured something out to beat Wall Street, you probably haven't.\"</p><p><blockquote>“大多数人认为这是一场革命，”Spencer Jakab说，他是《华尔街日报》的专栏作家，也是即将出版的一本关于游戏驿站集会的书的作者。“许多年轻人仍然相信，他们正在与邪恶的对冲基金进行某种良性斗争……但是，基本上，故事是一样的：如果你认为你已经找到了击败华尔街的方法，你可能还没有。”</blockquote></p><p> The Reddit army's moment fizzled in early February when GameStop cratered to around $45. Those who joined late, buying the stock at its peak of around $480, were left with huge losses. These days, GME trades around $145 — up nearly 700% for the year, but far from January's highs.</p><p><blockquote>Reddit军队的时刻在2月初失败了，当时游戏驿站跌至45美元左右。那些较晚加入的人，在该股480美元左右的峰值买入，却遭受了巨大损失。如今，GME的交易价格约为145美元，今年上涨了近700%，但远未达到1月份的高点。</blockquote></p><p> Jaime Rogozinski, the founder of WallStreetBets, acknowledges that what happened with GameStop wasn't a revolution per se, but that doesn't mean the community or the ethos that guided it — sniffing out market inefficiencies and exploiting them for profit — is dead.</p><p><blockquote>WallStreetBets的创始人海梅·罗戈津斯基(Jaime Rogozinski)承认，游戏驿站发生的事情本身并不是一场革命，但这并不意味着社区或指导它的精神——嗅出市场效率低下并利用它们获利——已经死亡。</blockquote></p><p> \"They're little accounts, but they've now figured out how to push a stock price, even with their insignificant size,\" Rogozinski told CNN Business.&nbsp; \"They're not going to stop looking for these things.\"</p><p><blockquote>罗戈津斯基告诉CNN商业频道：“他们是小账户，但他们现在已经想出了如何推高股价，尽管他们的规模微不足道。他们不会停止寻找这些东西。”</blockquote></p><p> The original WallStreetBets page has more than doubled in size since the GME rally, going from about 5 million at the end of January to over 11 million now -- an explosion of popularity that's put off some early adherents who broke off to form new, more specialized investing groups on Reddit and elsewhere.</p><p><blockquote>自GME集会以来，最初的WallStreetBets页面的规模增加了一倍多，从1月底的约500万增加到现在的超过1100万——这种受欢迎程度的爆发让一些早期追随者望而却步，他们离开并组建了新的、更专业的Reddit和其他地方的投资团体。</blockquote></p><p> So who won, David or Goliath? Maybe both.</p><p><blockquote>那么谁赢了，大卫还是歌利亚？也许两者都有。</blockquote></p><p> The force of the January squeeze was powerful enough to make even the stodgiest of Wall Street elite sit up and take notice. US regulators are paying&nbsp;close attention, too.</p><p><blockquote>一月份挤压的力量强大到足以让华尔街最古板的精英们坐起来并注意到这一点。美国监管机构也在密切关注。</blockquote></p><p> \"You'll be hard-pressed to find a company that has over 100% short float now, right?\" Rogozinski says. In other words, no Wall Street firm with any sense wants to end up like Melvin, a titan that was squeezed so hard by the GameStop surge it lost 53% of its fund in under a month. If you massively short a stock and run up your exposure, you're putting a target on your back.</p><p><blockquote>“现在很难找到一家空头流通量超过100%的公司，对吧？”罗戈津斯基说。换句话说，没有一家有理智的华尔街公司愿意落得像Melvin那样的下场，Melvin是一家受到游戏驿站飙升挤压的巨头，在不到一个月的时间里损失了53%的基金。如果你大量做空一只股票并增加你的风险敞口，你就是在背上放了一个目标。</blockquote></p><p> WallStreetBets, with all its crude jargon and machismo, became a check on institutional investors who had perhaps gotten too cozy. Not wanting to be&nbsp;wrong twice, firms have hired social media managers and subscribed to services that monitor social chatter. JPMorgan, for one, is currently testing a new tool aimed at protecting clients from losses tied to meme stocks,Bloomberg reported&nbsp;earlier this month.</p><p><blockquote>WallStreetBets凭借其粗俗的行话和大男子主义，成为了对可能过于舒适的机构投资者的制衡。不想犯两次错误，公司聘请了社交媒体经理，并订阅了监控社交聊天的服务。据彭博社本月早些时候报道，摩根大通目前正在测试一种新工具，旨在保护客户免受与meme股票相关的损失。</blockquote></p><p> \"If you don't have a clear view of what retail is up to, it feels like you're driving partially blind,\" Chris Berthe, JPMorgan's global co-head of cash equities trading, told Bloomberg.</p><p><blockquote>摩根大通现金股票交易全球联席主管克里斯·贝尔特(Chris Berthe)告诉彭博社：“如果你不清楚零售业在做什么，就会感觉自己是部分盲目驾驶。”</blockquote></p><p> For better or worse, Jakab says, all of this has made Wall Street even better at making money.</p><p><blockquote>贾卡布说，无论好坏，所有这些都让华尔街更擅长赚钱。</blockquote></p><p> \"I think what's changed is that Wall Street is totally aware of what's going on,\" says Jakab. \"And they are not going to get caught out in the same way again. They monitor social media, they're going to be more judicious about getting exposed.\"</p><p><blockquote>“我认为改变的是华尔街完全意识到正在发生的事情，”贾卡布说。“他们不会再以同样的方式被抓到。他们监控社交媒体，他们会更加明智地暴露自己。”</blockquote></p><p></p><p> For all the so-called Apes accomplished, Jakab argues, in the end it was the little guy that got hosed in the GameStop saga. His book, \"The Revolution That Wasn't: GameStop, Reddit, and the Fleecing of Small Investors,\" Jakab makes the case that despite all the talk of sticking it to the Man, the rally only tipped the odds further in Wall Street's favor.</p><p><blockquote>贾卡布认为，对于所有所谓的类人猿来说，最终在《游戏驿站》传奇中被扫地出门的是小家伙。贾卡布在他的书《不是的革命：游戏驿站、Reddit和对小投资者的诈骗》中指出，尽管人们都在谈论坚持到底，但这次反弹只会进一步使华尔街的胜算对华尔街有利。</blockquote></p><p> \"Wall Street likes this,\" he told CNN Business. \"Wall Street likes millions of young people who hate Wall Street putting their money on Wall Street — they don't care if they're hated.\"</p><p><blockquote>“华尔街喜欢这样，”他告诉CNN商业频道。“华尔街喜欢数百万讨厌华尔街的年轻人把钱投入华尔街——他们不在乎自己是否被讨厌。”</blockquote></p><p> Perhaps the more significant legacy of WallStreetBets and the GME saga is cultural. Spend half a minute on the site and you quickly understand this isn't a convention of Boomers in suits but rather a bunch of young Millennials and Gen Zers (still mostly male) talking about complicated options trades via memes and emoji.</p><p><blockquote>也许WallStreetBets和GME传奇更重要的遗产是文化。在网站上花半分钟，你很快就会明白这不是西装革履的婴儿潮一代的惯例，而是一群年轻的千禧一代和Z世代（仍然以男性为主）通过模因和表情符号谈论复杂的期权交易。</blockquote></p><p> \"The best analogy that I can come up with is, you've had these seasoned professional poker players playing this game for decades, and now they've all had to scoot over to make room for this new player that doesn't use the same rules,\" Rogozinski says. \"You have somewhat of a reckless individual that has a different concept of risk and a different objective. And so these players now have to adjust their strategy.\"</p><p><blockquote>“我能想到的最好的类比是，这些经验丰富的职业扑克玩家已经玩了几十年了，现在他们都不得不快速移动，为这个不使用相同规则的新玩家腾出空间，”罗戈津斯基说。“你有一个有点鲁莽的人，他们有不同的风险概念和不同的目标。所以这些玩家现在必须调整他们的策略。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/12/19/investing/stocks-week-ahead-reddit-wallstreetbets-gamestop/index.html\">CNN Business</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":{".SPX":"S&P 500 Index","AMC":"AMC院线",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","GME":"游戏驿站"},"source_url":"https://edition.cnn.com/2021/12/19/investing/stocks-week-ahead-reddit-wallstreetbets-gamestop/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197053463","content_text":"New York (CNN Business) - Nearly a year ago, a bunch of day traders from the fringes of the internet figured out how to beat Wall Street at its own game. Or so they thought.\nAround mid-January, shares of GameStop(GME) — a brick-and-mortar retailer that most analysts expected to go the way of Blockbuster — began surging, fueled by a pile-on of day traders from the WallStreetBets forum on Reddit. They were doubling, tripling, their positions by the day, chanting \"diamond hands,\" and \"to the moon,\" rally cries to hold onto their shares rather than cash out. The term \"meme stock\" sauntered into the mainstream.\nBetter still, these amateur traders, who winkingly referred to themselves as \"Apes,\" were sticking it to the fat cats on Wall Street who'd heavily shorted GameStop. The more people tried to dismiss the Reddit crowd — Citron Research called them \"the suckers at this poker game\" — the more they drove up the stock, squeezing the short sellers.\nIn the end, the GameStop rally sent the stock up 1,600% before coming back down to Earth. Citron, meanwhile, shut down its short-selling business after the episode. Melvin Capital, one of Wall Street's elite hedge funds, was so financially gutted it had to be bailed out by two other firms. The Apes rejoiced. Who's the sucker now?\nIt looked, in the moment, like David had taken down Goliath. But the giant was merely caught off guard.\nThe GameStop saga, brief though it was, marked a turning point for Wall Street. Did the Apes overthrow the establishment? No, far from it. But the spectacle of the uprising was every bit as important as the result. Once GameStop caught the public's imagination, Wall Street could no longer afford to dismiss social media or the investors who congregate on it.\n\"Most people saw it as this revolution,\" says Spencer Jakab, a Wall Street Journal columnist and author of a forthcoming book about the GameStop rally. \"And a lot of young people are still convinced that they're fighting some kind of virtuous fight against evil hedge funds... but, basically, the story is the same: If you think you've figured something out to beat Wall Street, you probably haven't.\"\nThe Reddit army's moment fizzled in early February when GameStop cratered to around $45. Those who joined late, buying the stock at its peak of around $480, were left with huge losses. These days, GME trades around $145 — up nearly 700% for the year, but far from January's highs.\nJaime Rogozinski, the founder of WallStreetBets, acknowledges that what happened with GameStop wasn't a revolution per se, but that doesn't mean the community or the ethos that guided it — sniffing out market inefficiencies and exploiting them for profit — is dead.\n\"They're little accounts, but they've now figured out how to push a stock price, even with their insignificant size,\" Rogozinski told CNN Business.  \"They're not going to stop looking for these things.\"\nThe original WallStreetBets page has more than doubled in size since the GME rally, going from about 5 million at the end of January to over 11 million now -- an explosion of popularity that's put off some early adherents who broke off to form new, more specialized investing groups on Reddit and elsewhere.\nSo who won, David or Goliath? Maybe both.\nThe force of the January squeeze was powerful enough to make even the stodgiest of Wall Street elite sit up and take notice. US regulators are paying close attention, too.\n\"You'll be hard-pressed to find a company that has over 100% short float now, right?\" Rogozinski says. In other words, no Wall Street firm with any sense wants to end up like Melvin, a titan that was squeezed so hard by the GameStop surge it lost 53% of its fund in under a month. If you massively short a stock and run up your exposure, you're putting a target on your back.\nWallStreetBets, with all its crude jargon and machismo, became a check on institutional investors who had perhaps gotten too cozy. Not wanting to be wrong twice, firms have hired social media managers and subscribed to services that monitor social chatter. JPMorgan, for one, is currently testing a new tool aimed at protecting clients from losses tied to meme stocks,Bloomberg reported earlier this month.\n\"If you don't have a clear view of what retail is up to, it feels like you're driving partially blind,\" Chris Berthe, JPMorgan's global co-head of cash equities trading, told Bloomberg.\nFor better or worse, Jakab says, all of this has made Wall Street even better at making money.\n\"I think what's changed is that Wall Street is totally aware of what's going on,\" says Jakab. \"And they are not going to get caught out in the same way again. They monitor social media, they're going to be more judicious about getting exposed.\"\nFor all the so-called Apes accomplished, Jakab argues, in the end it was the little guy that got hosed in the GameStop saga. His book, \"The Revolution That Wasn't: GameStop, Reddit, and the Fleecing of Small Investors,\" Jakab makes the case that despite all the talk of sticking it to the Man, the rally only tipped the odds further in Wall Street's favor.\n\"Wall Street likes this,\" he told CNN Business. \"Wall Street likes millions of young people who hate Wall Street putting their money on Wall Street — they don't care if they're hated.\"\nPerhaps the more significant legacy of WallStreetBets and the GME saga is cultural. Spend half a minute on the site and you quickly understand this isn't a convention of Boomers in suits but rather a bunch of young Millennials and Gen Zers (still mostly male) talking about complicated options trades via memes and emoji.\n\"The best analogy that I can come up with is, you've had these seasoned professional poker players playing this game for decades, and now they've all had to scoot over to make room for this new player that doesn't use the same rules,\" Rogozinski says. \"You have somewhat of a reckless individual that has a different concept of risk and a different objective. And so these players now have to adjust their strategy.\"","news_type":1,"symbols_score_info":{".SPX":0.9,"AMC":0.9,".DJI":0.9,"GME":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":4457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606888984,"gmtCreate":1638855966466,"gmtModify":1638855966817,"author":{"id":"3549788653484864","authorId":"3549788653484864","name":"navoyhot","avatar":"https://static.tigerbbs.com/8692178649b8135209aa3b327b034334","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549788653484864","authorIdStr":"3549788653484864"},"themes":[],"htmlText":"waiting for big short","listText":"waiting for big short","text":"waiting for big short","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606888984","repostId":"2189686612","repostType":4,"isVote":1,"tweetType":1,"viewCount":4282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876647712,"gmtCreate":1637312607021,"gmtModify":1637312607229,"author":{"id":"3549788653484864","authorId":"3549788653484864","name":"navoyhot","avatar":"https://static.tigerbbs.com/8692178649b8135209aa3b327b034334","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549788653484864","authorIdStr":"3549788653484864"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876647712","repostId":"2184481464","repostType":2,"isVote":1,"tweetType":1,"viewCount":4079,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876647410,"gmtCreate":1637312595488,"gmtModify":1637312599639,"author":{"id":"3549788653484864","authorId":"3549788653484864","name":"navoyhot","avatar":"https://static.tigerbbs.com/8692178649b8135209aa3b327b034334","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549788653484864","authorIdStr":"3549788653484864"},"themes":[],"htmlText":"🐷在飞的行情，大家加油","listText":"🐷在飞的行情，大家加油","text":"🐷在飞的行情，大家加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876647410","repostId":"2184481464","repostType":2,"isVote":1,"tweetType":1,"viewCount":5378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852050404,"gmtCreate":1635226096032,"gmtModify":1635226096538,"author":{"id":"3549788653484864","authorId":"3549788653484864","name":"navoyhot","avatar":"https://static.tigerbbs.com/8692178649b8135209aa3b327b034334","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549788653484864","authorIdStr":"3549788653484864"},"themes":[],"htmlText":"tsmc is gone by 2024","listText":"tsmc is gone by 2024","text":"tsmc is gone by 2024","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/852050404","repostId":"2177412181","repostType":4,"repost":{"id":"2177412181","kind":"highlight","pubTimestamp":1635219132,"share":"https://www.laohu8.com/m/news/2177412181?lang=zh_CN&edition=full","pubTime":"2021-10-26 11:32","market":"us","language":"en","title":"AMD earnings look to again succeed where Intel disappointed<blockquote>AMD盈利有望在英特尔失望的地方再次取得成功</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2177412181","media":"MarketWatch","summary":"AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analy","content":"<p>AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink</p><p><blockquote>AMD盈利预览：在英特尔连续两个季度下滑后，分析师现在指出，由于英特尔的利润率预计将萎缩，AMD的利润率将不断增长</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30ec3c9220844c561016f0de86f86f52\" tg-width=\"699\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Advanced Micro Devices Inc.’s growing series of Epyc server chips has been the talk of Wall Street in recent quarters, but that may switch to gross margins in this quarter’s earnings report.</span></p><p><blockquote><p class=\"t-img-caption\"><span>Advanced Micro Devices Inc.不断增长的Epyc服务器芯片系列最近几个季度一直是华尔街的热门话题，但在本季度的收益报告中，这可能会转向毛利率。</span></p></blockquote></p><p> Advanced Micro Devices Inc. is set to follow yet another rough earnings report from Intel Corp., and once again could show gains in an area that caused pain for its larger rival.</p><p><blockquote>超微设备公司（Advanced Micro Devices Inc.）将紧随英特尔公司（Intel Corp.）发布另一份粗略的收益报告，并可能再次在给其规模更大的竞争对手带来痛苦的领域显示收益。</blockquote></p><p> AMD&nbsp;is scheduled to report third-quarter earnings on Tuesday after the close of markets, after Intel&nbsp;reported an earnings beat Thursday that hardly mattered as revenue came in light. More important to analysts was Intel's forecast for declining margins over the next few years as its chief executive doubles down on new manufacturing capacity to try to retake its former glory as the undisputed chip leader.</p><p><blockquote>AMD定于周二收盘后公布第三季度收益，此前英特尔周四公布的收益超出预期，但随着收入的公布，这几乎无关紧要。对分析师来说，更重要的是英特尔预测未来几年利润率将下降，因为其首席执行官加倍投资新的制造能力，试图重新夺回其作为无可争议的芯片领导者的昔日荣耀。</blockquote></p><p> That led to downgrades on Friday and Intel's worst one-day performance since the chip leader said it was going to delay its next generation of chips, an announcement that had fired up even more investor support for AMD back then.</p><p><blockquote>这导致了周五的评级下调，以及英特尔自这家芯片领导者表示将推迟下一代芯片以来最糟糕的单日表现，这一声明当时引发了更多投资者对AMD的支持。</blockquote></p><p> Bernstein analyst Stacy Rasgon, who has a market perform rating on AMD and a $110 price target, said AMD will continue to benefit from Intel's transition, and called attention to an AMD metric that was one of enormous concern during Intel's call: Gross margins.</p><p><blockquote>Bernstein分析师Stacy Rasgon对AMD给予市场表现评级，目标价为110美元，她表示AMD将继续受益于英特尔的转型，并呼吁人们关注英特尔看涨期权期间备受关注的AMD指标之一：毛利率。</blockquote></p><p> \"We believe Street gross margin estimates appear unaggressive going forward (which is not something we have typically said for AMD), and the company is now (for the first time ever) starting to return cash,\" Rasgon said.</p><p><blockquote>拉斯贡表示：“我们认为，未来华尔街的毛利率预期似乎并不激进（这不是我们通常对AMD所说的），该公司现在（有史以来第一次）开始返还现金。”</blockquote></p><p> That underscores another show of how Intel and AMD are transitioning with respect to one another: Analysts on the Intel call were very concerned that Intel's margins were falling despite company assurances they would stay just above 50% for the next few years. Meanwhile, AMD gross margins have been rising, and are likely to break above 50%, if not in this earnings report, then sometime soon. Three months ago, AMD reported gross margins of 48%, up from 44% in the previous year.</p><p><blockquote>这再次凸显了英特尔和AMD如何相互转型：英特尔看涨期权上的分析师非常担心英特尔的利润率正在下降，尽管该公司保证未来几年利润率将保持在50%以上。与此同时，AMD的毛利率一直在上升，很可能会突破50%，如果不是在这份收益报告中，那么很快就会突破50%。三个月前，AMD公布的毛利率为48%，高于上一年的44%。</blockquote></p><p> While AMD is referred to as Intel's \"smaller rival,\" that gap has been steadily closing for a while now. At Friday's close, AMD had a market cap of $145.34 billion, or nearly 73% of Intel's $200.66 billion. Just this past summer, AMD's $111.5 billion valuation was a little more than half Intel's $219.5 billion cap.</p><p><blockquote>虽然AMD被称为英特尔的“较小竞争对手”，但这一差距已经稳步缩小了一段时间。截至周五收盘，AMD市值为1453.4亿美元，占英特尔2006.6亿美元市值的近73%。就在去年夏天，AMD 1115亿美元的估值略高于英特尔2195亿美元上限的一半。</blockquote></p><p> One other are to look at will be data-center sales, as finally swung to a gain in that important segment in the quarter. Over the past two quarters, Intel has posted significant year-over-year declines in the increasingly important category, while AMD has more than doubled its sales. That raises the question whether Intel clawed back some market share, or whether data-center sales were just generally better all around, which AMD's report could answer.</p><p><blockquote>另一个值得关注的是数据中心销售，该销售最终在本季度实现了增长。在过去的两个季度中，英特尔在这一日益重要的类别中的销售额同比大幅下降，而AMD的销售额则增长了一倍多。这就提出了一个问题：英特尔是否夺回了一些市场份额，或者数据中心的销售是否总体上更好，AMD的报告可以回答这个问题。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> <b>Earnings: </b>Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 66 cents a share, up from 41 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 72 cents a share.</p><p><blockquote><b>收益：</b>在FactSet调查的34名分析师中，AMD平均预计调整后每股收益为66美分，高于去年同期的每股41美分。Estimize是一个软件平台，众包对冲基金高管、券商、买方分析师和其他人对评级每股收益72美分的估计。</blockquote></p><p> <b>Revenue:</b> Of the 32 analysts polled by FactSet, AMD, on average, is expected to post revenue of $4.11 billion, up from the $2.8 billion reported in the year-ago quarter. AMD had forecast $4 billion to $4.2 billion. Estimize expects revenue of $4.22 billion.</p><p><blockquote><b>收入：</b>在FactSet调查的32名分析师中，AMD平均预计营收为41.1亿美元，高于去年同期的28亿美元。AMD此前预测为40亿至42亿美元。Estimize预计营收为42.2亿美元。</blockquote></p><p> <b>Stock movement:</b> While AMD earnings and sales have both topped Wall Street estimates over the past five quarterly reports, but shares only gained the next day twice, about three months ago and when the stock popped nearly 13% five quarters ago.</p><p><blockquote><b>股票变动：</b>尽管AMD在过去五份季度报告中的盈利和销售额均超出了华尔街的预期，但该股仅在第二天上涨了两次，分别是大约三个月前和五个季度前该股上涨了近13%。</blockquote></p><p> AMD shares rose 9.6% in the third quarter. In contrast, the PHLX Semiconductor Index declined 2.6%, the S&amp;P 500 index rose 0.2%, and the tech-heavy Nasdaq Composite Index declined 0.4%. On Friday, the day after Intel's report, AMD shares closed at a record high of $119.82.</p><p><blockquote>AMD股价第三季度上涨9.6%。相比之下，PHLX半导体指数下跌2.6%，标普500指数上涨0.2%，以科技股为主的纳斯达克综合指数下跌0.4%。周五，也就是英特尔发布报告的第二天，AMD股价收于119.82美元的历史新高。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> Cowen analyst Matthew Ramsay, who has an outperform rating and a $120 price target on AMD, said he's \"lookin' for more of the same.\"</p><p><blockquote>Cowen分析师马修·拉姆齐(Matthew Ramsay)对AMD给予跑赢大盘评级，目标价为120美元，他表示“正在寻找更多同样的结果”。</blockquote></p><p> \"We continue to monitor the PC market for signs of demand slowing or supply improving,\" Ramsay said. \"Near-term, we see resilient demand outside Chromebooks, but prefer a prudent/agnostic view on 2022 like AMD took on its last call.\"</p><p><blockquote>Ramsay表示：“我们将继续关注PC市场，寻找需求放缓或供应改善的迹象。”“短期内，我们看到Chromebook以外的需求具有弹性，但更倾向于对2022年采取谨慎/不可知论的观点，就像AMD在上一次看涨期权中采取的那样。”</blockquote></p><p> Earlier in the month, research firms released data showing that pandemic-fueled growth in PC shipments had slowed considerably as the world not only wrestles with a chip shortage but overall supply-chain issues.</p><p><blockquote>本月早些时候，研究公司发布的数据显示，疫情推动的个人电脑出货量增长已大幅放缓，因为世界不仅面临芯片短缺问题，还面临整体供应链问题。</blockquote></p><p></p><p> On data-center sales, Ramsay is even more optimistic estimating that segment will account for more than 25% of sales compared with less than 20% a year ago.</p><p><blockquote>在数据中心销售额方面，Ramsay更加乐观地估计该细分市场将占销售额的25%以上，而一年前这一比例还不到20%。</blockquote></p><p> \"We believe datacenter passing a quarter of AMD's business could draw investor attention,\" Ramsay said. \"We remind investors that the most important business for AMD remains datacenter, which we estimate doubled in 2020, with CEO Lisa Su noting she sees the business momentum accelerating in 2021.\"</p><p><blockquote>拉姆齐表示：“我们相信数据中心超过AMD四分之一的业务可能会引起投资者的关注。”“我们提醒投资者，AMD最重要的业务仍然是数据中心，我们估计该业务在2020年翻了一番，首席执行官Lisa Su指出，她预计2021年业务势头将加速。”</blockquote></p><p> Susquehanna Financial analyst Christopher Rolland, who has a positive rating and a $130 price target on AMD, said he expects another solid quarter driven by enterprise and server sales, but that \"given the slowing PC market, we do not expect mgmt to raise their FY top-line guidance as they have done in numerous updates over the last year.\"</p><p><blockquote>Susquehanna Financial分析师Christopher Rolland对AMD给予正面评级，目标价为130美元，他表示，他预计企业和服务器销售将推动另一个稳健的季度，但“鉴于PC市场放缓，我们预计管理层不会提高他们的财务业绩。”正如他们在去年的多次更新中所做的那样，顶线指导。”</blockquote></p><p> Still, Rolland expects AMD to report share gains from Intel in both desktop and laptop PCs as well as enterprise and gaming PCs.</p><p><blockquote>尽管如此，魅兰预计AMD在台式机和笔记本电脑以及企业级和游戏PC领域的份额将从英特尔增长。</blockquote></p><p> Of the 39 analysts who cover AMD, 23 have buy or overweight ratings, and 16 have hold ratings, with an average price target of $117.55.</p><p><blockquote>在关注AMD的39名分析师中，23名分析师给予买入或跑赢大盘评级，16名分析师给予持有评级，平均目标价为117.55美元。</blockquote></p><p></p>","source":"lsy1603348471595","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>AMD earnings look to again succeed where Intel disappointed<blockquote>AMD盈利有望在英特尔失望的地方再次取得成功</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\">\nAMD earnings look to again succeed where Intel disappointed<blockquote>AMD盈利有望在英特尔失望的地方再次取得成功</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-26 11:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink</p><p><blockquote>AMD盈利预览：在英特尔连续两个季度下滑后，分析师现在指出，由于英特尔的利润率预计将萎缩，AMD的利润率将不断增长</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30ec3c9220844c561016f0de86f86f52\" tg-width=\"699\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Advanced Micro Devices Inc.’s growing series of Epyc server chips has been the talk of Wall Street in recent quarters, but that may switch to gross margins in this quarter’s earnings report.</span></p><p><blockquote><p class=\"t-img-caption\"><span>Advanced Micro Devices Inc.不断增长的Epyc服务器芯片系列最近几个季度一直是华尔街的热门话题，但在本季度的收益报告中，这可能会转向毛利率。</span></p></blockquote></p><p> Advanced Micro Devices Inc. is set to follow yet another rough earnings report from Intel Corp., and once again could show gains in an area that caused pain for its larger rival.</p><p><blockquote>超微设备公司（Advanced Micro Devices Inc.）将紧随英特尔公司（Intel Corp.）发布另一份粗略的收益报告，并可能再次在给其规模更大的竞争对手带来痛苦的领域显示收益。</blockquote></p><p> AMD&nbsp;is scheduled to report third-quarter earnings on Tuesday after the close of markets, after Intel&nbsp;reported an earnings beat Thursday that hardly mattered as revenue came in light. More important to analysts was Intel's forecast for declining margins over the next few years as its chief executive doubles down on new manufacturing capacity to try to retake its former glory as the undisputed chip leader.</p><p><blockquote>AMD定于周二收盘后公布第三季度收益，此前英特尔周四公布的收益超出预期，但随着收入的公布，这几乎无关紧要。对分析师来说，更重要的是英特尔预测未来几年利润率将下降，因为其首席执行官加倍投资新的制造能力，试图重新夺回其作为无可争议的芯片领导者的昔日荣耀。</blockquote></p><p> That led to downgrades on Friday and Intel's worst one-day performance since the chip leader said it was going to delay its next generation of chips, an announcement that had fired up even more investor support for AMD back then.</p><p><blockquote>这导致了周五的评级下调，以及英特尔自这家芯片领导者表示将推迟下一代芯片以来最糟糕的单日表现，这一声明当时引发了更多投资者对AMD的支持。</blockquote></p><p> Bernstein analyst Stacy Rasgon, who has a market perform rating on AMD and a $110 price target, said AMD will continue to benefit from Intel's transition, and called attention to an AMD metric that was one of enormous concern during Intel's call: Gross margins.</p><p><blockquote>Bernstein分析师Stacy Rasgon对AMD给予市场表现评级，目标价为110美元，她表示AMD将继续受益于英特尔的转型，并呼吁人们关注英特尔看涨期权期间备受关注的AMD指标之一：毛利率。</blockquote></p><p> \"We believe Street gross margin estimates appear unaggressive going forward (which is not something we have typically said for AMD), and the company is now (for the first time ever) starting to return cash,\" Rasgon said.</p><p><blockquote>拉斯贡表示：“我们认为，未来华尔街的毛利率预期似乎并不激进（这不是我们通常对AMD所说的），该公司现在（有史以来第一次）开始返还现金。”</blockquote></p><p> That underscores another show of how Intel and AMD are transitioning with respect to one another: Analysts on the Intel call were very concerned that Intel's margins were falling despite company assurances they would stay just above 50% for the next few years. Meanwhile, AMD gross margins have been rising, and are likely to break above 50%, if not in this earnings report, then sometime soon. Three months ago, AMD reported gross margins of 48%, up from 44% in the previous year.</p><p><blockquote>这再次凸显了英特尔和AMD如何相互转型：英特尔看涨期权上的分析师非常担心英特尔的利润率正在下降，尽管该公司保证未来几年利润率将保持在50%以上。与此同时，AMD的毛利率一直在上升，很可能会突破50%，如果不是在这份收益报告中，那么很快就会突破50%。三个月前，AMD公布的毛利率为48%，高于上一年的44%。</blockquote></p><p> While AMD is referred to as Intel's \"smaller rival,\" that gap has been steadily closing for a while now. At Friday's close, AMD had a market cap of $145.34 billion, or nearly 73% of Intel's $200.66 billion. Just this past summer, AMD's $111.5 billion valuation was a little more than half Intel's $219.5 billion cap.</p><p><blockquote>虽然AMD被称为英特尔的“较小竞争对手”，但这一差距已经稳步缩小了一段时间。截至周五收盘，AMD市值为1453.4亿美元，占英特尔2006.6亿美元市值的近73%。就在去年夏天，AMD 1115亿美元的估值略高于英特尔2195亿美元上限的一半。</blockquote></p><p> One other are to look at will be data-center sales, as finally swung to a gain in that important segment in the quarter. Over the past two quarters, Intel has posted significant year-over-year declines in the increasingly important category, while AMD has more than doubled its sales. That raises the question whether Intel clawed back some market share, or whether data-center sales were just generally better all around, which AMD's report could answer.</p><p><blockquote>另一个值得关注的是数据中心销售，该销售最终在本季度实现了增长。在过去的两个季度中，英特尔在这一日益重要的类别中的销售额同比大幅下降，而AMD的销售额则增长了一倍多。这就提出了一个问题：英特尔是否夺回了一些市场份额，或者数据中心的销售是否总体上更好，AMD的报告可以回答这个问题。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> <b>Earnings: </b>Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 66 cents a share, up from 41 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 72 cents a share.</p><p><blockquote><b>收益：</b>在FactSet调查的34名分析师中，AMD平均预计调整后每股收益为66美分，高于去年同期的每股41美分。Estimize是一个软件平台，众包对冲基金高管、券商、买方分析师和其他人对评级每股收益72美分的估计。</blockquote></p><p> <b>Revenue:</b> Of the 32 analysts polled by FactSet, AMD, on average, is expected to post revenue of $4.11 billion, up from the $2.8 billion reported in the year-ago quarter. AMD had forecast $4 billion to $4.2 billion. Estimize expects revenue of $4.22 billion.</p><p><blockquote><b>收入：</b>在FactSet调查的32名分析师中，AMD平均预计营收为41.1亿美元，高于去年同期的28亿美元。AMD此前预测为40亿至42亿美元。Estimize预计营收为42.2亿美元。</blockquote></p><p> <b>Stock movement:</b> While AMD earnings and sales have both topped Wall Street estimates over the past five quarterly reports, but shares only gained the next day twice, about three months ago and when the stock popped nearly 13% five quarters ago.</p><p><blockquote><b>股票变动：</b>尽管AMD在过去五份季度报告中的盈利和销售额均超出了华尔街的预期，但该股仅在第二天上涨了两次，分别是大约三个月前和五个季度前该股上涨了近13%。</blockquote></p><p> AMD shares rose 9.6% in the third quarter. In contrast, the PHLX Semiconductor Index declined 2.6%, the S&amp;P 500 index rose 0.2%, and the tech-heavy Nasdaq Composite Index declined 0.4%. On Friday, the day after Intel's report, AMD shares closed at a record high of $119.82.</p><p><blockquote>AMD股价第三季度上涨9.6%。相比之下，PHLX半导体指数下跌2.6%，标普500指数上涨0.2%，以科技股为主的纳斯达克综合指数下跌0.4%。周五，也就是英特尔发布报告的第二天，AMD股价收于119.82美元的历史新高。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> Cowen analyst Matthew Ramsay, who has an outperform rating and a $120 price target on AMD, said he's \"lookin' for more of the same.\"</p><p><blockquote>Cowen分析师马修·拉姆齐(Matthew Ramsay)对AMD给予跑赢大盘评级，目标价为120美元，他表示“正在寻找更多同样的结果”。</blockquote></p><p> \"We continue to monitor the PC market for signs of demand slowing or supply improving,\" Ramsay said. \"Near-term, we see resilient demand outside Chromebooks, but prefer a prudent/agnostic view on 2022 like AMD took on its last call.\"</p><p><blockquote>Ramsay表示：“我们将继续关注PC市场，寻找需求放缓或供应改善的迹象。”“短期内，我们看到Chromebook以外的需求具有弹性，但更倾向于对2022年采取谨慎/不可知论的观点，就像AMD在上一次看涨期权中采取的那样。”</blockquote></p><p> Earlier in the month, research firms released data showing that pandemic-fueled growth in PC shipments had slowed considerably as the world not only wrestles with a chip shortage but overall supply-chain issues.</p><p><blockquote>本月早些时候，研究公司发布的数据显示，疫情推动的个人电脑出货量增长已大幅放缓，因为世界不仅面临芯片短缺问题，还面临整体供应链问题。</blockquote></p><p></p><p> On data-center sales, Ramsay is even more optimistic estimating that segment will account for more than 25% of sales compared with less than 20% a year ago.</p><p><blockquote>在数据中心销售额方面，Ramsay更加乐观地估计该细分市场将占销售额的25%以上，而一年前这一比例还不到20%。</blockquote></p><p> \"We believe datacenter passing a quarter of AMD's business could draw investor attention,\" Ramsay said. \"We remind investors that the most important business for AMD remains datacenter, which we estimate doubled in 2020, with CEO Lisa Su noting she sees the business momentum accelerating in 2021.\"</p><p><blockquote>拉姆齐表示：“我们相信数据中心超过AMD四分之一的业务可能会引起投资者的关注。”“我们提醒投资者，AMD最重要的业务仍然是数据中心，我们估计该业务在2020年翻了一番，首席执行官Lisa Su指出，她预计2021年业务势头将加速。”</blockquote></p><p> Susquehanna Financial analyst Christopher Rolland, who has a positive rating and a $130 price target on AMD, said he expects another solid quarter driven by enterprise and server sales, but that \"given the slowing PC market, we do not expect mgmt to raise their FY top-line guidance as they have done in numerous updates over the last year.\"</p><p><blockquote>Susquehanna Financial分析师Christopher Rolland对AMD给予正面评级，目标价为130美元，他表示，他预计企业和服务器销售将推动另一个稳健的季度，但“鉴于PC市场放缓，我们预计管理层不会提高他们的财务业绩。”正如他们在去年的多次更新中所做的那样，顶线指导。”</blockquote></p><p> Still, Rolland expects AMD to report share gains from Intel in both desktop and laptop PCs as well as enterprise and gaming PCs.</p><p><blockquote>尽管如此，魅兰预计AMD在台式机和笔记本电脑以及企业级和游戏PC领域的份额将从英特尔增长。</blockquote></p><p> Of the 39 analysts who cover AMD, 23 have buy or overweight ratings, and 16 have hold ratings, with an average price target of $117.55.</p><p><blockquote>在关注AMD的39名分析师中，23名分析师给予买入或跑赢大盘评级，16名分析师给予持有评级，平均目标价为117.55美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/amd-earnings-look-to-again-succeed-where-intel-disappointed-11634942264?mod=mw_quote_news\">MarketWatch</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":{"AMD":"美国超微公司"},"source_url":"https://www.marketwatch.com/story/amd-earnings-look-to-again-succeed-where-intel-disappointed-11634942264?mod=mw_quote_news","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177412181","content_text":"AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink\nAdvanced Micro Devices Inc.’s growing series of Epyc server chips has been the talk of Wall Street in recent quarters, but that may switch to gross margins in this quarter’s earnings report.\nAdvanced Micro Devices Inc. is set to follow yet another rough earnings report from Intel Corp., and once again could show gains in an area that caused pain for its larger rival.\nAMD is scheduled to report third-quarter earnings on Tuesday after the close of markets, after Intel reported an earnings beat Thursday that hardly mattered as revenue came in light. More important to analysts was Intel's forecast for declining margins over the next few years as its chief executive doubles down on new manufacturing capacity to try to retake its former glory as the undisputed chip leader.\nThat led to downgrades on Friday and Intel's worst one-day performance since the chip leader said it was going to delay its next generation of chips, an announcement that had fired up even more investor support for AMD back then.\nBernstein analyst Stacy Rasgon, who has a market perform rating on AMD and a $110 price target, said AMD will continue to benefit from Intel's transition, and called attention to an AMD metric that was one of enormous concern during Intel's call: Gross margins.\n\"We believe Street gross margin estimates appear unaggressive going forward (which is not something we have typically said for AMD), and the company is now (for the first time ever) starting to return cash,\" Rasgon said.\nThat underscores another show of how Intel and AMD are transitioning with respect to one another: Analysts on the Intel call were very concerned that Intel's margins were falling despite company assurances they would stay just above 50% for the next few years. Meanwhile, AMD gross margins have been rising, and are likely to break above 50%, if not in this earnings report, then sometime soon. Three months ago, AMD reported gross margins of 48%, up from 44% in the previous year.\nWhile AMD is referred to as Intel's \"smaller rival,\" that gap has been steadily closing for a while now. At Friday's close, AMD had a market cap of $145.34 billion, or nearly 73% of Intel's $200.66 billion. Just this past summer, AMD's $111.5 billion valuation was a little more than half Intel's $219.5 billion cap.\nOne other are to look at will be data-center sales, as finally swung to a gain in that important segment in the quarter. Over the past two quarters, Intel has posted significant year-over-year declines in the increasingly important category, while AMD has more than doubled its sales. That raises the question whether Intel clawed back some market share, or whether data-center sales were just generally better all around, which AMD's report could answer.\nWhat to expect\nEarnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 66 cents a share, up from 41 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 72 cents a share.\nRevenue: Of the 32 analysts polled by FactSet, AMD, on average, is expected to post revenue of $4.11 billion, up from the $2.8 billion reported in the year-ago quarter. AMD had forecast $4 billion to $4.2 billion. Estimize expects revenue of $4.22 billion.\nStock movement: While AMD earnings and sales have both topped Wall Street estimates over the past five quarterly reports, but shares only gained the next day twice, about three months ago and when the stock popped nearly 13% five quarters ago.\nAMD shares rose 9.6% in the third quarter. In contrast, the PHLX Semiconductor Index declined 2.6%, the S&P 500 index rose 0.2%, and the tech-heavy Nasdaq Composite Index declined 0.4%. On Friday, the day after Intel's report, AMD shares closed at a record high of $119.82.\nWhat analysts are saying\nCowen analyst Matthew Ramsay, who has an outperform rating and a $120 price target on AMD, said he's \"lookin' for more of the same.\"\n\"We continue to monitor the PC market for signs of demand slowing or supply improving,\" Ramsay said. \"Near-term, we see resilient demand outside Chromebooks, but prefer a prudent/agnostic view on 2022 like AMD took on its last call.\"\nEarlier in the month, research firms released data showing that pandemic-fueled growth in PC shipments had slowed considerably as the world not only wrestles with a chip shortage but overall supply-chain issues.\nOn data-center sales, Ramsay is even more optimistic estimating that segment will account for more than 25% of sales compared with less than 20% a year ago.\n\"We believe datacenter passing a quarter of AMD's business could draw investor attention,\" Ramsay said. \"We remind investors that the most important business for AMD remains datacenter, which we estimate doubled in 2020, with CEO Lisa Su noting she sees the business momentum accelerating in 2021.\"\nSusquehanna Financial analyst Christopher Rolland, who has a positive rating and a $130 price target on AMD, said he expects another solid quarter driven by enterprise and server sales, but that \"given the slowing PC market, we do not expect mgmt to raise their FY top-line guidance as they have done in numerous updates over the last year.\"\nStill, Rolland expects AMD to report share gains from Intel in both desktop and laptop PCs as well as enterprise and gaming PCs.\nOf the 39 analysts who cover AMD, 23 have buy or overweight ratings, and 16 have hold ratings, with an average price target of $117.55.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":5133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852050941,"gmtCreate":1635226031560,"gmtModify":1635226032104,"author":{"id":"3549788653484864","authorId":"3549788653484864","name":"navoyhot","avatar":"https://static.tigerbbs.com/8692178649b8135209aa3b327b034334","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549788653484864","authorIdStr":"3549788653484864"},"themes":[],"htmlText":"intel is avoiding monopoly investigation","listText":"intel is avoiding monopoly investigation","text":"intel is avoiding monopoly investigation","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/852050941","repostId":"2177412181","repostType":4,"repost":{"id":"2177412181","kind":"highlight","pubTimestamp":1635219132,"share":"https://www.laohu8.com/m/news/2177412181?lang=zh_CN&edition=full","pubTime":"2021-10-26 11:32","market":"us","language":"en","title":"AMD earnings look to again succeed where Intel disappointed<blockquote>AMD盈利有望在英特尔失望的地方再次取得成功</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2177412181","media":"MarketWatch","summary":"AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analy","content":"<p>AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink</p><p><blockquote>AMD盈利预览：在英特尔连续两个季度下滑后，分析师现在指出，由于英特尔的利润率预计将萎缩，AMD的利润率将不断增长</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30ec3c9220844c561016f0de86f86f52\" tg-width=\"699\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Advanced Micro Devices Inc.’s growing series of Epyc server chips has been the talk of Wall Street in recent quarters, but that may switch to gross margins in this quarter’s earnings report.</span></p><p><blockquote><p class=\"t-img-caption\"><span>Advanced Micro Devices Inc.不断增长的Epyc服务器芯片系列最近几个季度一直是华尔街的热门话题，但在本季度的收益报告中，这可能会转向毛利率。</span></p></blockquote></p><p> Advanced Micro Devices Inc. is set to follow yet another rough earnings report from Intel Corp., and once again could show gains in an area that caused pain for its larger rival.</p><p><blockquote>超微设备公司（Advanced Micro Devices Inc.）将紧随英特尔公司（Intel Corp.）发布另一份粗略的收益报告，并可能再次在给其规模更大的竞争对手带来痛苦的领域显示收益。</blockquote></p><p> AMD&nbsp;is scheduled to report third-quarter earnings on Tuesday after the close of markets, after Intel&nbsp;reported an earnings beat Thursday that hardly mattered as revenue came in light. More important to analysts was Intel's forecast for declining margins over the next few years as its chief executive doubles down on new manufacturing capacity to try to retake its former glory as the undisputed chip leader.</p><p><blockquote>AMD定于周二收盘后公布第三季度收益，此前英特尔周四公布的收益超出预期，但随着收入的公布，这几乎无关紧要。对分析师来说，更重要的是英特尔预测未来几年利润率将下降，因为其首席执行官加倍投资新的制造能力，试图重新夺回其作为无可争议的芯片领导者的昔日荣耀。</blockquote></p><p> That led to downgrades on Friday and Intel's worst one-day performance since the chip leader said it was going to delay its next generation of chips, an announcement that had fired up even more investor support for AMD back then.</p><p><blockquote>这导致了周五的评级下调，以及英特尔自这家芯片领导者表示将推迟下一代芯片以来最糟糕的单日表现，这一声明当时引发了更多投资者对AMD的支持。</blockquote></p><p> Bernstein analyst Stacy Rasgon, who has a market perform rating on AMD and a $110 price target, said AMD will continue to benefit from Intel's transition, and called attention to an AMD metric that was one of enormous concern during Intel's call: Gross margins.</p><p><blockquote>Bernstein分析师Stacy Rasgon对AMD给予市场表现评级，目标价为110美元，她表示AMD将继续受益于英特尔的转型，并呼吁人们关注英特尔看涨期权期间备受关注的AMD指标之一：毛利率。</blockquote></p><p> \"We believe Street gross margin estimates appear unaggressive going forward (which is not something we have typically said for AMD), and the company is now (for the first time ever) starting to return cash,\" Rasgon said.</p><p><blockquote>拉斯贡表示：“我们认为，未来华尔街的毛利率预期似乎并不激进（这不是我们通常对AMD所说的），该公司现在（有史以来第一次）开始返还现金。”</blockquote></p><p> That underscores another show of how Intel and AMD are transitioning with respect to one another: Analysts on the Intel call were very concerned that Intel's margins were falling despite company assurances they would stay just above 50% for the next few years. Meanwhile, AMD gross margins have been rising, and are likely to break above 50%, if not in this earnings report, then sometime soon. Three months ago, AMD reported gross margins of 48%, up from 44% in the previous year.</p><p><blockquote>这再次凸显了英特尔和AMD如何相互转型：英特尔看涨期权上的分析师非常担心英特尔的利润率正在下降，尽管该公司保证未来几年利润率将保持在50%以上。与此同时，AMD的毛利率一直在上升，很可能会突破50%，如果不是在这份收益报告中，那么很快就会突破50%。三个月前，AMD公布的毛利率为48%，高于上一年的44%。</blockquote></p><p> While AMD is referred to as Intel's \"smaller rival,\" that gap has been steadily closing for a while now. At Friday's close, AMD had a market cap of $145.34 billion, or nearly 73% of Intel's $200.66 billion. Just this past summer, AMD's $111.5 billion valuation was a little more than half Intel's $219.5 billion cap.</p><p><blockquote>虽然AMD被称为英特尔的“较小竞争对手”，但这一差距已经稳步缩小了一段时间。截至周五收盘，AMD市值为1453.4亿美元，占英特尔2006.6亿美元市值的近73%。就在去年夏天，AMD 1115亿美元的估值略高于英特尔2195亿美元上限的一半。</blockquote></p><p> One other are to look at will be data-center sales, as finally swung to a gain in that important segment in the quarter. Over the past two quarters, Intel has posted significant year-over-year declines in the increasingly important category, while AMD has more than doubled its sales. That raises the question whether Intel clawed back some market share, or whether data-center sales were just generally better all around, which AMD's report could answer.</p><p><blockquote>另一个值得关注的是数据中心销售，该销售最终在本季度实现了增长。在过去的两个季度中，英特尔在这一日益重要的类别中的销售额同比大幅下降，而AMD的销售额则增长了一倍多。这就提出了一个问题：英特尔是否夺回了一些市场份额，或者数据中心的销售是否总体上更好，AMD的报告可以回答这个问题。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> <b>Earnings: </b>Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 66 cents a share, up from 41 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 72 cents a share.</p><p><blockquote><b>收益：</b>在FactSet调查的34名分析师中，AMD平均预计调整后每股收益为66美分，高于去年同期的每股41美分。Estimize是一个软件平台，众包对冲基金高管、券商、买方分析师和其他人对评级每股收益72美分的估计。</blockquote></p><p> <b>Revenue:</b> Of the 32 analysts polled by FactSet, AMD, on average, is expected to post revenue of $4.11 billion, up from the $2.8 billion reported in the year-ago quarter. AMD had forecast $4 billion to $4.2 billion. Estimize expects revenue of $4.22 billion.</p><p><blockquote><b>收入：</b>在FactSet调查的32名分析师中，AMD平均预计营收为41.1亿美元，高于去年同期的28亿美元。AMD此前预测为40亿至42亿美元。Estimize预计营收为42.2亿美元。</blockquote></p><p> <b>Stock movement:</b> While AMD earnings and sales have both topped Wall Street estimates over the past five quarterly reports, but shares only gained the next day twice, about three months ago and when the stock popped nearly 13% five quarters ago.</p><p><blockquote><b>股票变动：</b>尽管AMD在过去五份季度报告中的盈利和销售额均超出了华尔街的预期，但该股仅在第二天上涨了两次，分别是大约三个月前和五个季度前该股上涨了近13%。</blockquote></p><p> AMD shares rose 9.6% in the third quarter. In contrast, the PHLX Semiconductor Index declined 2.6%, the S&amp;P 500 index rose 0.2%, and the tech-heavy Nasdaq Composite Index declined 0.4%. On Friday, the day after Intel's report, AMD shares closed at a record high of $119.82.</p><p><blockquote>AMD股价第三季度上涨9.6%。相比之下，PHLX半导体指数下跌2.6%，标普500指数上涨0.2%，以科技股为主的纳斯达克综合指数下跌0.4%。周五，也就是英特尔发布报告的第二天，AMD股价收于119.82美元的历史新高。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> Cowen analyst Matthew Ramsay, who has an outperform rating and a $120 price target on AMD, said he's \"lookin' for more of the same.\"</p><p><blockquote>Cowen分析师马修·拉姆齐(Matthew Ramsay)对AMD给予跑赢大盘评级，目标价为120美元，他表示“正在寻找更多同样的结果”。</blockquote></p><p> \"We continue to monitor the PC market for signs of demand slowing or supply improving,\" Ramsay said. \"Near-term, we see resilient demand outside Chromebooks, but prefer a prudent/agnostic view on 2022 like AMD took on its last call.\"</p><p><blockquote>Ramsay表示：“我们将继续关注PC市场，寻找需求放缓或供应改善的迹象。”“短期内，我们看到Chromebook以外的需求具有弹性，但更倾向于对2022年采取谨慎/不可知论的观点，就像AMD在上一次看涨期权中采取的那样。”</blockquote></p><p> Earlier in the month, research firms released data showing that pandemic-fueled growth in PC shipments had slowed considerably as the world not only wrestles with a chip shortage but overall supply-chain issues.</p><p><blockquote>本月早些时候，研究公司发布的数据显示，疫情推动的个人电脑出货量增长已大幅放缓，因为世界不仅面临芯片短缺问题，还面临整体供应链问题。</blockquote></p><p></p><p> On data-center sales, Ramsay is even more optimistic estimating that segment will account for more than 25% of sales compared with less than 20% a year ago.</p><p><blockquote>在数据中心销售额方面，Ramsay更加乐观地估计该细分市场将占销售额的25%以上，而一年前这一比例还不到20%。</blockquote></p><p> \"We believe datacenter passing a quarter of AMD's business could draw investor attention,\" Ramsay said. \"We remind investors that the most important business for AMD remains datacenter, which we estimate doubled in 2020, with CEO Lisa Su noting she sees the business momentum accelerating in 2021.\"</p><p><blockquote>拉姆齐表示：“我们相信数据中心超过AMD四分之一的业务可能会引起投资者的关注。”“我们提醒投资者，AMD最重要的业务仍然是数据中心，我们估计该业务在2020年翻了一番，首席执行官Lisa Su指出，她预计2021年业务势头将加速。”</blockquote></p><p> Susquehanna Financial analyst Christopher Rolland, who has a positive rating and a $130 price target on AMD, said he expects another solid quarter driven by enterprise and server sales, but that \"given the slowing PC market, we do not expect mgmt to raise their FY top-line guidance as they have done in numerous updates over the last year.\"</p><p><blockquote>Susquehanna Financial分析师Christopher Rolland对AMD给予正面评级，目标价为130美元，他表示，他预计企业和服务器销售将推动另一个稳健的季度，但“鉴于PC市场放缓，我们预计管理层不会提高他们的财务业绩。”正如他们在去年的多次更新中所做的那样，顶线指导。”</blockquote></p><p> Still, Rolland expects AMD to report share gains from Intel in both desktop and laptop PCs as well as enterprise and gaming PCs.</p><p><blockquote>尽管如此，魅兰预计AMD在台式机和笔记本电脑以及企业级和游戏PC领域的份额将从英特尔增长。</blockquote></p><p> Of the 39 analysts who cover AMD, 23 have buy or overweight ratings, and 16 have hold ratings, with an average price target of $117.55.</p><p><blockquote>在关注AMD的39名分析师中，23名分析师给予买入或跑赢大盘评级，16名分析师给予持有评级，平均目标价为117.55美元。</blockquote></p><p></p>","source":"lsy1603348471595","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>AMD earnings look to again succeed where Intel disappointed<blockquote>AMD盈利有望在英特尔失望的地方再次取得成功</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; 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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\">\nAMD earnings look to again succeed where Intel disappointed<blockquote>AMD盈利有望在英特尔失望的地方再次取得成功</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-26 11:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink</p><p><blockquote>AMD盈利预览：在英特尔连续两个季度下滑后，分析师现在指出，由于英特尔的利润率预计将萎缩，AMD的利润率将不断增长</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30ec3c9220844c561016f0de86f86f52\" tg-width=\"699\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Advanced Micro Devices Inc.’s growing series of Epyc server chips has been the talk of Wall Street in recent quarters, but that may switch to gross margins in this quarter’s earnings report.</span></p><p><blockquote><p class=\"t-img-caption\"><span>Advanced Micro Devices Inc.不断增长的Epyc服务器芯片系列最近几个季度一直是华尔街的热门话题，但在本季度的收益报告中，这可能会转向毛利率。</span></p></blockquote></p><p> Advanced Micro Devices Inc. is set to follow yet another rough earnings report from Intel Corp., and once again could show gains in an area that caused pain for its larger rival.</p><p><blockquote>超微设备公司（Advanced Micro Devices Inc.）将紧随英特尔公司（Intel Corp.）发布另一份粗略的收益报告，并可能再次在给其规模更大的竞争对手带来痛苦的领域显示收益。</blockquote></p><p> AMD&nbsp;is scheduled to report third-quarter earnings on Tuesday after the close of markets, after Intel&nbsp;reported an earnings beat Thursday that hardly mattered as revenue came in light. More important to analysts was Intel's forecast for declining margins over the next few years as its chief executive doubles down on new manufacturing capacity to try to retake its former glory as the undisputed chip leader.</p><p><blockquote>AMD定于周二收盘后公布第三季度收益，此前英特尔周四公布的收益超出预期，但随着收入的公布，这几乎无关紧要。对分析师来说，更重要的是英特尔预测未来几年利润率将下降，因为其首席执行官加倍投资新的制造能力，试图重新夺回其作为无可争议的芯片领导者的昔日荣耀。</blockquote></p><p> That led to downgrades on Friday and Intel's worst one-day performance since the chip leader said it was going to delay its next generation of chips, an announcement that had fired up even more investor support for AMD back then.</p><p><blockquote>这导致了周五的评级下调，以及英特尔自这家芯片领导者表示将推迟下一代芯片以来最糟糕的单日表现，这一声明当时引发了更多投资者对AMD的支持。</blockquote></p><p> Bernstein analyst Stacy Rasgon, who has a market perform rating on AMD and a $110 price target, said AMD will continue to benefit from Intel's transition, and called attention to an AMD metric that was one of enormous concern during Intel's call: Gross margins.</p><p><blockquote>Bernstein分析师Stacy Rasgon对AMD给予市场表现评级，目标价为110美元，她表示AMD将继续受益于英特尔的转型，并呼吁人们关注英特尔看涨期权期间备受关注的AMD指标之一：毛利率。</blockquote></p><p> \"We believe Street gross margin estimates appear unaggressive going forward (which is not something we have typically said for AMD), and the company is now (for the first time ever) starting to return cash,\" Rasgon said.</p><p><blockquote>拉斯贡表示：“我们认为，未来华尔街的毛利率预期似乎并不激进（这不是我们通常对AMD所说的），该公司现在（有史以来第一次）开始返还现金。”</blockquote></p><p> That underscores another show of how Intel and AMD are transitioning with respect to one another: Analysts on the Intel call were very concerned that Intel's margins were falling despite company assurances they would stay just above 50% for the next few years. Meanwhile, AMD gross margins have been rising, and are likely to break above 50%, if not in this earnings report, then sometime soon. Three months ago, AMD reported gross margins of 48%, up from 44% in the previous year.</p><p><blockquote>这再次凸显了英特尔和AMD如何相互转型：英特尔看涨期权上的分析师非常担心英特尔的利润率正在下降，尽管该公司保证未来几年利润率将保持在50%以上。与此同时，AMD的毛利率一直在上升，很可能会突破50%，如果不是在这份收益报告中，那么很快就会突破50%。三个月前，AMD公布的毛利率为48%，高于上一年的44%。</blockquote></p><p> While AMD is referred to as Intel's \"smaller rival,\" that gap has been steadily closing for a while now. At Friday's close, AMD had a market cap of $145.34 billion, or nearly 73% of Intel's $200.66 billion. Just this past summer, AMD's $111.5 billion valuation was a little more than half Intel's $219.5 billion cap.</p><p><blockquote>虽然AMD被称为英特尔的“较小竞争对手”，但这一差距已经稳步缩小了一段时间。截至周五收盘，AMD市值为1453.4亿美元，占英特尔2006.6亿美元市值的近73%。就在去年夏天，AMD 1115亿美元的估值略高于英特尔2195亿美元上限的一半。</blockquote></p><p> One other are to look at will be data-center sales, as finally swung to a gain in that important segment in the quarter. Over the past two quarters, Intel has posted significant year-over-year declines in the increasingly important category, while AMD has more than doubled its sales. That raises the question whether Intel clawed back some market share, or whether data-center sales were just generally better all around, which AMD's report could answer.</p><p><blockquote>另一个值得关注的是数据中心销售，该销售最终在本季度实现了增长。在过去的两个季度中，英特尔在这一日益重要的类别中的销售额同比大幅下降，而AMD的销售额则增长了一倍多。这就提出了一个问题：英特尔是否夺回了一些市场份额，或者数据中心的销售是否总体上更好，AMD的报告可以回答这个问题。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> <b>Earnings: </b>Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 66 cents a share, up from 41 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 72 cents a share.</p><p><blockquote><b>收益：</b>在FactSet调查的34名分析师中，AMD平均预计调整后每股收益为66美分，高于去年同期的每股41美分。Estimize是一个软件平台，众包对冲基金高管、券商、买方分析师和其他人对评级每股收益72美分的估计。</blockquote></p><p> <b>Revenue:</b> Of the 32 analysts polled by FactSet, AMD, on average, is expected to post revenue of $4.11 billion, up from the $2.8 billion reported in the year-ago quarter. AMD had forecast $4 billion to $4.2 billion. Estimize expects revenue of $4.22 billion.</p><p><blockquote><b>收入：</b>在FactSet调查的32名分析师中，AMD平均预计营收为41.1亿美元，高于去年同期的28亿美元。AMD此前预测为40亿至42亿美元。Estimize预计营收为42.2亿美元。</blockquote></p><p> <b>Stock movement:</b> While AMD earnings and sales have both topped Wall Street estimates over the past five quarterly reports, but shares only gained the next day twice, about three months ago and when the stock popped nearly 13% five quarters ago.</p><p><blockquote><b>股票变动：</b>尽管AMD在过去五份季度报告中的盈利和销售额均超出了华尔街的预期，但该股仅在第二天上涨了两次，分别是大约三个月前和五个季度前该股上涨了近13%。</blockquote></p><p> AMD shares rose 9.6% in the third quarter. In contrast, the PHLX Semiconductor Index declined 2.6%, the S&amp;P 500 index rose 0.2%, and the tech-heavy Nasdaq Composite Index declined 0.4%. On Friday, the day after Intel's report, AMD shares closed at a record high of $119.82.</p><p><blockquote>AMD股价第三季度上涨9.6%。相比之下，PHLX半导体指数下跌2.6%，标普500指数上涨0.2%，以科技股为主的纳斯达克综合指数下跌0.4%。周五，也就是英特尔发布报告的第二天，AMD股价收于119.82美元的历史新高。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> Cowen analyst Matthew Ramsay, who has an outperform rating and a $120 price target on AMD, said he's \"lookin' for more of the same.\"</p><p><blockquote>Cowen分析师马修·拉姆齐(Matthew Ramsay)对AMD给予跑赢大盘评级，目标价为120美元，他表示“正在寻找更多同样的结果”。</blockquote></p><p> \"We continue to monitor the PC market for signs of demand slowing or supply improving,\" Ramsay said. \"Near-term, we see resilient demand outside Chromebooks, but prefer a prudent/agnostic view on 2022 like AMD took on its last call.\"</p><p><blockquote>Ramsay表示：“我们将继续关注PC市场，寻找需求放缓或供应改善的迹象。”“短期内，我们看到Chromebook以外的需求具有弹性，但更倾向于对2022年采取谨慎/不可知论的观点，就像AMD在上一次看涨期权中采取的那样。”</blockquote></p><p> Earlier in the month, research firms released data showing that pandemic-fueled growth in PC shipments had slowed considerably as the world not only wrestles with a chip shortage but overall supply-chain issues.</p><p><blockquote>本月早些时候，研究公司发布的数据显示，疫情推动的个人电脑出货量增长已大幅放缓，因为世界不仅面临芯片短缺问题，还面临整体供应链问题。</blockquote></p><p></p><p> On data-center sales, Ramsay is even more optimistic estimating that segment will account for more than 25% of sales compared with less than 20% a year ago.</p><p><blockquote>在数据中心销售额方面，Ramsay更加乐观地估计该细分市场将占销售额的25%以上，而一年前这一比例还不到20%。</blockquote></p><p> \"We believe datacenter passing a quarter of AMD's business could draw investor attention,\" Ramsay said. \"We remind investors that the most important business for AMD remains datacenter, which we estimate doubled in 2020, with CEO Lisa Su noting she sees the business momentum accelerating in 2021.\"</p><p><blockquote>拉姆齐表示：“我们相信数据中心超过AMD四分之一的业务可能会引起投资者的关注。”“我们提醒投资者，AMD最重要的业务仍然是数据中心，我们估计该业务在2020年翻了一番，首席执行官Lisa Su指出，她预计2021年业务势头将加速。”</blockquote></p><p> Susquehanna Financial analyst Christopher Rolland, who has a positive rating and a $130 price target on AMD, said he expects another solid quarter driven by enterprise and server sales, but that \"given the slowing PC market, we do not expect mgmt to raise their FY top-line guidance as they have done in numerous updates over the last year.\"</p><p><blockquote>Susquehanna Financial分析师Christopher Rolland对AMD给予正面评级，目标价为130美元，他表示，他预计企业和服务器销售将推动另一个稳健的季度，但“鉴于PC市场放缓，我们预计管理层不会提高他们的财务业绩。”正如他们在去年的多次更新中所做的那样，顶线指导。”</blockquote></p><p> Still, Rolland expects AMD to report share gains from Intel in both desktop and laptop PCs as well as enterprise and gaming PCs.</p><p><blockquote>尽管如此，魅兰预计AMD在台式机和笔记本电脑以及企业级和游戏PC领域的份额将从英特尔增长。</blockquote></p><p> Of the 39 analysts who cover AMD, 23 have buy or overweight ratings, and 16 have hold ratings, with an average price target of $117.55.</p><p><blockquote>在关注AMD的39名分析师中，23名分析师给予买入或跑赢大盘评级，16名分析师给予持有评级，平均目标价为117.55美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/amd-earnings-look-to-again-succeed-where-intel-disappointed-11634942264?mod=mw_quote_news\">MarketWatch</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":{"AMD":"美国超微公司"},"source_url":"https://www.marketwatch.com/story/amd-earnings-look-to-again-succeed-where-intel-disappointed-11634942264?mod=mw_quote_news","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177412181","content_text":"AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink\nAdvanced Micro Devices Inc.’s growing series of Epyc server chips has been the talk of Wall Street in recent quarters, but that may switch to gross margins in this quarter’s earnings report.\nAdvanced Micro Devices Inc. is set to follow yet another rough earnings report from Intel Corp., and once again could show gains in an area that caused pain for its larger rival.\nAMD is scheduled to report third-quarter earnings on Tuesday after the close of markets, after Intel reported an earnings beat Thursday that hardly mattered as revenue came in light. More important to analysts was Intel's forecast for declining margins over the next few years as its chief executive doubles down on new manufacturing capacity to try to retake its former glory as the undisputed chip leader.\nThat led to downgrades on Friday and Intel's worst one-day performance since the chip leader said it was going to delay its next generation of chips, an announcement that had fired up even more investor support for AMD back then.\nBernstein analyst Stacy Rasgon, who has a market perform rating on AMD and a $110 price target, said AMD will continue to benefit from Intel's transition, and called attention to an AMD metric that was one of enormous concern during Intel's call: Gross margins.\n\"We believe Street gross margin estimates appear unaggressive going forward (which is not something we have typically said for AMD), and the company is now (for the first time ever) starting to return cash,\" Rasgon said.\nThat underscores another show of how Intel and AMD are transitioning with respect to one another: Analysts on the Intel call were very concerned that Intel's margins were falling despite company assurances they would stay just above 50% for the next few years. Meanwhile, AMD gross margins have been rising, and are likely to break above 50%, if not in this earnings report, then sometime soon. Three months ago, AMD reported gross margins of 48%, up from 44% in the previous year.\nWhile AMD is referred to as Intel's \"smaller rival,\" that gap has been steadily closing for a while now. At Friday's close, AMD had a market cap of $145.34 billion, or nearly 73% of Intel's $200.66 billion. Just this past summer, AMD's $111.5 billion valuation was a little more than half Intel's $219.5 billion cap.\nOne other are to look at will be data-center sales, as finally swung to a gain in that important segment in the quarter. Over the past two quarters, Intel has posted significant year-over-year declines in the increasingly important category, while AMD has more than doubled its sales. That raises the question whether Intel clawed back some market share, or whether data-center sales were just generally better all around, which AMD's report could answer.\nWhat to expect\nEarnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 66 cents a share, up from 41 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 72 cents a share.\nRevenue: Of the 32 analysts polled by FactSet, AMD, on average, is expected to post revenue of $4.11 billion, up from the $2.8 billion reported in the year-ago quarter. AMD had forecast $4 billion to $4.2 billion. Estimize expects revenue of $4.22 billion.\nStock movement: While AMD earnings and sales have both topped Wall Street estimates over the past five quarterly reports, but shares only gained the next day twice, about three months ago and when the stock popped nearly 13% five quarters ago.\nAMD shares rose 9.6% in the third quarter. In contrast, the PHLX Semiconductor Index declined 2.6%, the S&P 500 index rose 0.2%, and the tech-heavy Nasdaq Composite Index declined 0.4%. On Friday, the day after Intel's report, AMD shares closed at a record high of $119.82.\nWhat analysts are saying\nCowen analyst Matthew Ramsay, who has an outperform rating and a $120 price target on AMD, said he's \"lookin' for more of the same.\"\n\"We continue to monitor the PC market for signs of demand slowing or supply improving,\" Ramsay said. \"Near-term, we see resilient demand outside Chromebooks, but prefer a prudent/agnostic view on 2022 like AMD took on its last call.\"\nEarlier in the month, research firms released data showing that pandemic-fueled growth in PC shipments had slowed considerably as the world not only wrestles with a chip shortage but overall supply-chain issues.\nOn data-center sales, Ramsay is even more optimistic estimating that segment will account for more than 25% of sales compared with less than 20% a year ago.\n\"We believe datacenter passing a quarter of AMD's business could draw investor attention,\" Ramsay said. \"We remind investors that the most important business for AMD remains datacenter, which we estimate doubled in 2020, with CEO Lisa Su noting she sees the business momentum accelerating in 2021.\"\nSusquehanna Financial analyst Christopher Rolland, who has a positive rating and a $130 price target on AMD, said he expects another solid quarter driven by enterprise and server sales, but that \"given the slowing PC market, we do not expect mgmt to raise their FY top-line guidance as they have done in numerous updates over the last year.\"\nStill, Rolland expects AMD to report share gains from Intel in both desktop and laptop PCs as well as enterprise and gaming PCs.\nOf the 39 analysts who cover AMD, 23 have buy or overweight ratings, and 16 have hold ratings, with an average price target of $117.55.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":4154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":824272612,"gmtCreate":1634330555242,"gmtModify":1634349760770,"author":{"id":"3549788653484864","authorId":"3549788653484864","name":"navoyhot","avatar":"https://static.tigerbbs.com/8692178649b8135209aa3b327b034334","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549788653484864","authorIdStr":"3549788653484864"},"themes":[],"htmlText":"it is part of their pla. since 2008 to reduce national debt","listText":"it is part of their pla. since 2008 to reduce national debt","text":"it is part of their pla. since 2008 to reduce national debt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/824272612","repostId":"2175148593","repostType":2,"isVote":1,"tweetType":1,"viewCount":4866,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825025668,"gmtCreate":1634180476061,"gmtModify":1634180476255,"author":{"id":"3549788653484864","authorId":"3549788653484864","name":"navoyhot","avatar":"https://static.tigerbbs.com/8692178649b8135209aa3b327b034334","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549788653484864","authorIdStr":"3549788653484864"},"themes":[],"htmlText":"it would do well to elaborate about economic stresses and its policy to help needy","listText":"it would do well to elaborate about economic stresses and its policy to help needy","text":"it would do well to elaborate about economic stresses and its policy to help needy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825025668","repostId":"1123802574","repostType":4,"repost":{"id":"1123802574","kind":"news","pubTimestamp":1634171544,"share":"https://www.laohu8.com/m/news/1123802574?lang=zh_CN&edition=full","pubTime":"2021-10-14 08:32","market":"sg","language":"en","title":"Singapore's central bank tightens policy in surprise move<blockquote>新加坡央行出人意料地收紧政策</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123802574","media":"Reuters","summary":"SINGAPORE, Oct 14 (Reuters) - Singapore's central bank unexpectedly tightened its monetary policy on","content":"<p>SINGAPORE, Oct 14 (Reuters) - Singapore's central bank unexpectedly tightened its monetary policy on Thursday, saying the move will ensure price stability over the medium-term.</p><p><blockquote>路透新加坡10月14日-新加坡央行周四意外收紧货币政策，称此举将确保中期物价稳定。</blockquote></p><p> The Monetary Authority of Singapore (MAS) manages monetary policy through exchange rate settings, rather than interest rates, letting the Singapore dollar rise or fall against the currencies of its main trading partners within an undisclosed band.</p><p><blockquote>新加坡金融管理局（MAS）通过汇率设置而不是利率来管理货币政策，让新加坡元兑其主要贸易伙伴的货币在一个未披露的区间内上涨或下跌。</blockquote></p><p> It adjusts its policy via three levers: the slope, mid-point and width of the policy band, known as the Nominal Effective Exchange Rate, or S$NEER.</p><p><blockquote>它通过三个杠杆调整政策：政策区间的斜率、中点和宽度，即名义有效汇率，或新元。</blockquote></p><p> The MAS said on Thursday it would raise slightly the slope of the policy band, from zero percent previously. The width of the band and the level at which it is centred will be unchanged, it said.</p><p><blockquote>新加坡金融管理局周四表示，将略微提高政策区间的斜率，此前为零。它说，波段的宽度和中心水平将保持不变。</blockquote></p><p> \"This appreciation path for the S$NEER policy band will ensure price stability over the medium term while recognising the risks to the economic recovery,\" the MAS said in its statement. It said core inflation is expected to rise to 1–2% next year, and close to 2% in the medium-term.</p><p><blockquote>金管局在声明中表示：“新元NEER政策区间的升值路径将确保中期价格稳定，同时认识到经济复苏的风险。”它表示，预计明年核心通胀率将升至1-2%，中期接近2%。</blockquote></p><p> The Singapore dollar jumped about 0.3% after the announcement to hit a three-week high of S$1.3475 per dollar.</p><p><blockquote>消息公布后，新加坡元上涨约0.3%，触及1美元兑1.3475新元的三周高点。</blockquote></p><p> Eleven of 13 economists polled by Reuters&nbsp;had forecast&nbsp;the MAS would keep its policy unchanged, while only two had expected a slight tightening.</p><p><blockquote>路透社调查的13位经济学家中，有11位预测金管局将维持政策不变，只有两位预计会小幅收紧政策。</blockquote></p><p> \"The economic and inflation assessment sounds definitely more sanguine for 2022 and it looks like they are focusing on cost pressures including labour costs, both domestic and imported,\" said Selena Ling, Head of Treasury Research &amp; Strategy, OCBC Bank.</p><p><blockquote>华侨银行资金研究与策略主管Selena Ling表示：“2022年的经济和通胀评估听起来肯定更加乐观，看起来他们正在关注成本压力，包括国内和进口劳动力成本。”</blockquote></p><p> \"Also surprising is that they have dropped all the caveats about downside risks apart from a brief phrase on the emergence of a vaccine-resistant virus strain or severe global economic stresses.\"</p><p><blockquote>“同样令人惊讶的是，除了关于出现疫苗耐药性病毒株或严重全球经济压力的简短措辞外，他们放弃了所有有关下行风险的警告。”</blockquote></p><p> Separate preliminary data on Thursday showed Singapore's economy grew 6.5% in the third quarter, broadly in line with economists' forecast.</p><p><blockquote>周四公布的另一份初步数据显示，新加坡第三季度经济增长6.5%，基本符合经济学家的预测。</blockquote></p><p> The MAS said GDP growth was expected to be 6–7% this year and register a slower but still-above trend pace in 2022.</p><p><blockquote>MAS表示，预计今年GDP增长为6-7%，2022年增速放缓，但仍高于趋势水平。</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>Singapore's central bank tightens policy in surprise move<blockquote>新加坡央行出人意料地收紧政策</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\">\nSingapore's central bank tightens policy in surprise move<blockquote>新加坡央行出人意料地收紧政策</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-10-14 08:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>SINGAPORE, Oct 14 (Reuters) - Singapore's central bank unexpectedly tightened its monetary policy on Thursday, saying the move will ensure price stability over the medium-term.</p><p><blockquote>路透新加坡10月14日-新加坡央行周四意外收紧货币政策，称此举将确保中期物价稳定。</blockquote></p><p> The Monetary Authority of Singapore (MAS) manages monetary policy through exchange rate settings, rather than interest rates, letting the Singapore dollar rise or fall against the currencies of its main trading partners within an undisclosed band.</p><p><blockquote>新加坡金融管理局（MAS）通过汇率设置而不是利率来管理货币政策，让新加坡元兑其主要贸易伙伴的货币在一个未披露的区间内上涨或下跌。</blockquote></p><p> It adjusts its policy via three levers: the slope, mid-point and width of the policy band, known as the Nominal Effective Exchange Rate, or S$NEER.</p><p><blockquote>它通过三个杠杆调整政策：政策区间的斜率、中点和宽度，即名义有效汇率，或新元。</blockquote></p><p> The MAS said on Thursday it would raise slightly the slope of the policy band, from zero percent previously. The width of the band and the level at which it is centred will be unchanged, it said.</p><p><blockquote>新加坡金融管理局周四表示，将略微提高政策区间的斜率，此前为零。它说，波段的宽度和中心水平将保持不变。</blockquote></p><p> \"This appreciation path for the S$NEER policy band will ensure price stability over the medium term while recognising the risks to the economic recovery,\" the MAS said in its statement. It said core inflation is expected to rise to 1–2% next year, and close to 2% in the medium-term.</p><p><blockquote>金管局在声明中表示：“新元NEER政策区间的升值路径将确保中期价格稳定，同时认识到经济复苏的风险。”它表示，预计明年核心通胀率将升至1-2%，中期接近2%。</blockquote></p><p> The Singapore dollar jumped about 0.3% after the announcement to hit a three-week high of S$1.3475 per dollar.</p><p><blockquote>消息公布后，新加坡元上涨约0.3%，触及1美元兑1.3475新元的三周高点。</blockquote></p><p> Eleven of 13 economists polled by Reuters&nbsp;had forecast&nbsp;the MAS would keep its policy unchanged, while only two had expected a slight tightening.</p><p><blockquote>路透社调查的13位经济学家中，有11位预测金管局将维持政策不变，只有两位预计会小幅收紧政策。</blockquote></p><p> \"The economic and inflation assessment sounds definitely more sanguine for 2022 and it looks like they are focusing on cost pressures including labour costs, both domestic and imported,\" said Selena Ling, Head of Treasury Research &amp; Strategy, OCBC Bank.</p><p><blockquote>华侨银行资金研究与策略主管Selena Ling表示：“2022年的经济和通胀评估听起来肯定更加乐观，看起来他们正在关注成本压力，包括国内和进口劳动力成本。”</blockquote></p><p> \"Also surprising is that they have dropped all the caveats about downside risks apart from a brief phrase on the emergence of a vaccine-resistant virus strain or severe global economic stresses.\"</p><p><blockquote>“同样令人惊讶的是，除了关于出现疫苗耐药性病毒株或严重全球经济压力的简短措辞外，他们放弃了所有有关下行风险的警告。”</blockquote></p><p> Separate preliminary data on Thursday showed Singapore's economy grew 6.5% in the third quarter, broadly in line with economists' forecast.</p><p><blockquote>周四公布的另一份初步数据显示，新加坡第三季度经济增长6.5%，基本符合经济学家的预测。</blockquote></p><p> The MAS said GDP growth was expected to be 6–7% this year and register a slower but still-above trend pace in 2022.</p><p><blockquote>MAS表示，预计今年GDP增长为6-7%，2022年增速放缓，但仍高于趋势水平。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/world/asia-pacific/singapore-central-bank-tightens-policy-surprise-move-2021-10-14/\">Reuters</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":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.reuters.com/world/asia-pacific/singapore-central-bank-tightens-policy-surprise-move-2021-10-14/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123802574","content_text":"SINGAPORE, Oct 14 (Reuters) - Singapore's central bank unexpectedly tightened its monetary policy on Thursday, saying the move will ensure price stability over the medium-term.\nThe Monetary Authority of Singapore (MAS) manages monetary policy through exchange rate settings, rather than interest rates, letting the Singapore dollar rise or fall against the currencies of its main trading partners within an undisclosed band.\nIt adjusts its policy via three levers: the slope, mid-point and width of the policy band, known as the Nominal Effective Exchange Rate, or S$NEER.\nThe MAS said on Thursday it would raise slightly the slope of the policy band, from zero percent previously. The width of the band and the level at which it is centred will be unchanged, it said.\n\"This appreciation path for the S$NEER policy band will ensure price stability over the medium term while recognising the risks to the economic recovery,\" the MAS said in its statement. It said core inflation is expected to rise to 1–2% next year, and close to 2% in the medium-term.\nThe Singapore dollar jumped about 0.3% after the announcement to hit a three-week high of S$1.3475 per dollar.\nEleven of 13 economists polled by Reuters had forecast the MAS would keep its policy unchanged, while only two had expected a slight tightening.\n\"The economic and inflation assessment sounds definitely more sanguine for 2022 and it looks like they are focusing on cost pressures including labour costs, both domestic and imported,\" said Selena Ling, Head of Treasury Research & Strategy, OCBC Bank.\n\"Also surprising is that they have dropped all the caveats about downside risks apart from a brief phrase on the emergence of a vaccine-resistant virus strain or severe global economic stresses.\"\nSeparate preliminary data on Thursday showed Singapore's economy grew 6.5% in the third quarter, broadly in line with economists' forecast.\nThe MAS said GDP growth was expected to be 6–7% this year and register a slower but still-above trend pace in 2022.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":4648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":880317902,"gmtCreate":1631019960706,"gmtModify":1631890521884,"author":{"id":"3549788653484864","authorId":"3549788653484864","name":"navoyhot","avatar":"https://static.tigerbbs.com/8692178649b8135209aa3b327b034334","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549788653484864","authorIdStr":"3549788653484864"},"themes":[],"htmlText":"美元黄金内有乾坤","listText":"美元黄金内有乾坤","text":"美元黄金内有乾坤","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/880317902","repostId":"2165332659","repostType":2,"repost":{"id":"2165332659","kind":"news","pubTimestamp":1630997400,"share":"https://www.laohu8.com/m/news/2165332659?lang=zh_CN&edition=full","pubTime":"2021-09-07 14:50","market":"fut","language":"zh","title":"缩减恐慌的威胁很小！业内人士：新兴市场交易员更应该担心经济放缓，而非Taper","url":"https://stock-news.laohu8.com/highlight/detail?id=2165332659","media":"FX168","summary":"FX168财经报社(香港)讯 眼下，随着全球经济的不断复苏，美联储等多家央行收紧政策似乎势不可挡，不过有分析指出，新兴市场投资者更应该担心的是经济放缓，而不是taper。\n　　FIM Partners负责新兴市场债务的首席...","content":"<html><body><div>\n<div><p>FX168财经报社(香港)讯 眼下，随着全球经济的不断复苏，美联储等多家央行收紧政策似乎势不可挡，不过有分析指出，新兴市场投资者更应该担心的是经济放缓，而不是taper。</p><p>FIM Partners负责新兴市场债务的首席投资长Francesc Balcells说，对发展中国家的资产来说，疫情导致的全球经济增长减速带来的风险比美联储(Fed)取消刺激措施带来的风险更大。</p><p>伦敦的Balcells称，delta变体的扩散是对全球经济的一个关键威胁，而其他限制的出现将是另一个阻力，尤其是在财政支出的影响消退之际。</p><p>他说，相比之下，美联储像2013年那样“缩减恐慌”的可能性很小，因为美国政策制定者早就发出了信号。</p><p>中国和美国最近公布的数据凸显了delta经济压力的影响，因为服务业步履维艰，就业人数减少。这可能预示着更大范围的经济放缓，并危及发展中国家股市和汇市的涨势。</p><p>“市场正在定价的更多是通货再膨胀，而不是全球增长减速，”曾在<a href=\"https://laohu8.com/S/601099\">太平洋</a>投资管理公司担任基金经理的Balcells在接受采访时说。“这将让市场措手不及。这种情况对新兴市场不是特别有利，因为新兴市场非常依赖增长。”</p><p>Balcells称，美联储缩减购债规模的威胁也较小，因投资者对长期债券的仓位不重，而长期债券对升息更为敏感。</p><p>他表示，管理着25亿美元新兴和前沿资产的FIM Partners正通过乌干达先令和埃及镑等欠发达经济体货币的债券和票据的高息差头寸提高回报。</p><p>Balcells在任职7年多后于2019年7月离开Pimco，曾担任该投资公司的执行副总裁。</p></div>\n<div>\n<div>\n<ul>\n<li>\n\n                                                    新兴市场\n                                                \n</li>\n<li>\n\n                                                    美联储\n                                                \n</li>\n</ul>\n</div>\n<div>\n<div>\n<div>分享</div>\n<div>\n<div>  </div>\n</div>\n</div>\n<div>\n</div>\n</div>\n</div>\n</div></body></html>","source":"fxdaily_fut","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>缩减恐慌的威胁很小！业内人士：新兴市场交易员更应该担心经济放缓，而非Taper</title>\n<style 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margin: 0;line-height: 11px;}\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\">\n缩减恐慌的威胁很小！业内人士：新兴市场交易员更应该担心经济放缓，而非Taper\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-07 14:50 北京时间&nbsp;&nbsp;&nbsp;<a href=https://forex.fx168.com/2109/5328949.shtml><strong>FX168</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>FX168财经报社(香港)讯 眼下，随着全球经济的不断复苏，美联储等多家央行收紧政策似乎势不可挡，不过有分析指出，新兴市场投资者更应该担心的是经济放缓，而不是taper。FIM Partners负责新兴市场债务的首席投资长Francesc Balcells说，对发展中国家的资产来说，疫情导致的全球经济增长减速带来的风险比美联储(Fed)取消刺激措施带来的风险更大。伦敦的Balcells称，...</p>\n\n<a href=\"https://forex.fx168.com/2109/5328949.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://forex.fx168.com/2109/W020210907501556081487.jpg","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","PSQ":"做空纳斯达克100指数ETF-ProShares",".IXIC":"NASDAQ Composite","TQQQ":"纳指三倍做多ETF","SPY":"标普500ETF","QQQ":"纳指100ETF",".DJI":"道琼斯","SH":"做空标普500-Proshares",".SPX":"S&P 500 Index","DXD":"两倍做空道琼30指数ETF-ProShares","IVV":"标普500ETF-iShares","DOG":"道指ETF-ProShares做空","SDOW":"三倍做空道指30ETF-ProShares","OEF":"标普100指数ETF-iShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","OEX":"标普100","DJX":"1/100道琼斯","SDS":"两倍做空标普500 ETF-ProShares","DDM":"2倍做多道指ETF-ProShares","SQQQ":"纳指三倍做空ETF","UDOW":"三倍做多道指30ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares"},"source_url":"https://forex.fx168.com/2109/5328949.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2165332659","content_text":"FX168财经报社(香港)讯 眼下，随着全球经济的不断复苏，美联储等多家央行收紧政策似乎势不可挡，不过有分析指出，新兴市场投资者更应该担心的是经济放缓，而不是taper。FIM Partners负责新兴市场债务的首席投资长Francesc Balcells说，对发展中国家的资产来说，疫情导致的全球经济增长减速带来的风险比美联储(Fed)取消刺激措施带来的风险更大。伦敦的Balcells称，delta变体的扩散是对全球经济的一个关键威胁，而其他限制的出现将是另一个阻力，尤其是在财政支出的影响消退之际。他说，相比之下，美联储像2013年那样“缩减恐慌”的可能性很小，因为美国政策制定者早就发出了信号。中国和美国最近公布的数据凸显了delta经济压力的影响，因为服务业步履维艰，就业人数减少。这可能预示着更大范围的经济放缓，并危及发展中国家股市和汇市的涨势。“市场正在定价的更多是通货再膨胀，而不是全球增长减速，”曾在太平洋投资管理公司担任基金经理的Balcells在接受采访时说。“这将让市场措手不及。这种情况对新兴市场不是特别有利，因为新兴市场非常依赖增长。”Balcells称，美联储缩减购债规模的威胁也较小，因投资者对长期债券的仓位不重，而长期债券对升息更为敏感。他表示，管理着25亿美元新兴和前沿资产的FIM Partners正通过乌干达先令和埃及镑等欠发达经济体货币的债券和票据的高息差头寸提高回报。Balcells在任职7年多后于2019年7月离开Pimco，曾担任该投资公司的执行副总裁。\n\n\n\n\n\n                                                    新兴市场\n                                                \n\n\n\n                                                    美联储\n                                                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hike or trade war&nbsp;","listText":"rate hike or trade war&nbsp;","text":"rate hike or trade war","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/105709546","repostId":"2133547975","repostType":2,"isVote":1,"tweetType":1,"viewCount":748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103353487,"gmtCreate":1619750131449,"gmtModify":1631890521887,"author":{"id":"3549788653484864","authorId":"3549788653484864","name":"navoyhot","avatar":"https://static.tigerbbs.com/8692178649b8135209aa3b327b034334","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549788653484864","authorIdStr":"3549788653484864"},"themes":[],"htmlText":"what's next","listText":"what's next","text":"what's next","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/103353487","repostId":"2131301215","repostType":2,"isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373765619,"gmtCreate":1618884721331,"gmtModify":1631890521893,"author":{"id":"3549788653484864","authorId":"3549788653484864","name":"navoyhot","avatar":"https://static.tigerbbs.com/8692178649b8135209aa3b327b034334","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549788653484864","authorIdStr":"3549788653484864"},"themes":[],"htmlText":"均值回归","listText":"均值回归","text":"均值回归","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373765619","repostId":"2128813702","repostType":2,"isVote":1,"tweetType":1,"viewCount":2398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":379282552,"gmtCreate":1618746340876,"gmtModify":1631890521896,"author":{"id":"3549788653484864","authorId":"3549788653484864","name":"navoyhot","avatar":"https://static.tigerbbs.com/8692178649b8135209aa3b327b034334","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549788653484864","authorIdStr":"3549788653484864"},"themes":[],"htmlText":"4.5% of GDP not bad","listText":"4.5% of GDP not bad","text":"4.5% of GDP not bad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/379282552","repostId":"1155509413","repostType":4,"repost":{"id":"1155509413","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1618587639,"share":"https://www.laohu8.com/m/news/1155509413?lang=zh_CN&edition=full","pubTime":"2021-04-16 23:40","market":"us","language":"en","title":"Taiwan's Drought Poses Additional Threat To Looming Global Chip Crisis: WSJ<blockquote>《华尔街日报》：台湾干旱对迫在眉睫的全球芯片危机构成额外威胁</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155509413","media":"Benzinga","summary":"Taiwan’s severe drought could aggravate the ongoing global chip crisis as semiconductor producers required a massive water supply to clean the wafer base, etch patterns, polish layers and rinse components throughout the manufacturing process, the Wall Street Journal reports.Taiwan’s semiconductor wafer-fabrication factories  accounted for two-thirds of the global manufacturing capacity. Most of that capacity belonged to contract chip manufacturer Taiwan Semiconductor Manufacturing Co Ltd .Taiwan","content":"<p>Taiwan’s severe drought could aggravate the ongoing global chip crisis as semiconductor producers required a massive water supply to clean the wafer base, etch patterns, polish layers and rinse components throughout the manufacturing process, the&nbsp;Wall Street Journal reports.</p><p><blockquote>据《华尔街日报》报道，台湾的严重干旱可能会加剧持续的全球芯片危机，因为半导体生产商在整个制造过程中需要大量供水来清洁晶圆底座、蚀刻图案、抛光层和冲洗组件。</blockquote></p><p> Taiwan’s semiconductor wafer-fabrication factories (fabs) accounted for two-thirds of the global manufacturing capacity. Most of that capacity belonged to contract chip manufacturer&nbsp;<b>Taiwan Semiconductor Manufacturing Co Ltd</b>&nbsp;(NYSE:&nbsp;TSM).</p><p><blockquote>台湾的半导体晶圆厂（FAB）占全球制造能力的三分之二。大部分产能属于合同芯片制造商<b>台积电有限公司</b>（纽约证券交易所代码：TSM）。</blockquote></p><p> Taiwan derived most of its water reserves from seasonal typhoons. However, a lack of storms last year had choked supplies, prompting the government to start water rationing for over a million businesses and residents.</p><p><blockquote>台湾的大部分水资源储备来自季节性台风。然而，去年风暴的缺乏导致供应中断，促使政府开始对100多万企业和居民实行水配给。</blockquote></p><p> <b>Samsung Electronics Co Ltd</b>&nbsp;(OTC:&nbsp;SSNLF) had to&nbsp;temporarily shut down&nbsp;two of its Austin chip factories due to Texas weather anomalies. Auto chip manufacturer&nbsp;<b>Renesas Electronics Corp’s</b>&nbsp;(OTC:&nbsp;RNECF) Japanese plant was&nbsp;hampered by&nbsp;the February earthquake and a March fire.</p><p><blockquote><b>三星电子有限公司</b>（场外交易代码：SSNLF）由于得克萨斯州天气异常，不得不暂时关闭其奥斯汀的两家芯片工厂。汽车芯片制造商<b>瑞萨电子公司</b>（场外交易代码：RNECF）日本工厂因二月地震和三月火灾而受到阻碍。</blockquote></p><p> Taiwan’s three science industrial parks responsible for most of the chip-making facilities had to limit their water intake but were exempt from stoppages to date. However, it was affecting some of the companies.</p><p><blockquote>负责大部分芯片制造设施的台湾三个科学工业园区不得不限制用水量，但迄今为止并未停工。然而，它影响了一些公司。</blockquote></p><p> Alternative sources of water and acceleration of conservation would escalate the production costs after supply to one of its chip facilities were reduced, stated&nbsp;<b>Micron Technology Inc</b>&nbsp;(NASDAQ:&nbsp;MU), which had facilities in Taichung and Taoyuan.</p><p><blockquote>表示，在减少对其一个芯片工厂的供应后，替代水源和加速节约将增加生产成本<b>美光科技公司</b>（纳斯达克：MU），在台中和桃园设有设施。</blockquote></p><p> Hsinchu-based TSM and&nbsp;<b>United Microelectronics Corp</b>&nbsp;(NYSE:&nbsp;UMC) had secured alternate water supply sources. TSM was also trying to utilize groundwater from their construction sites.</p><p><blockquote>新竹TSM和<b>联合微电子公司</b>（纽约证券交易所代码：UMC）已获得替代供水来源。TSM还试图利用他们建筑工地的地下水。</blockquote></p><p> TSM did not estimate any significant impact on operations despite the tight water supply.</p><p><blockquote>尽管供水紧张，TSM估计不会对运营产生任何重大影响。</blockquote></p><p> However, Taiwan’s water crisis fueled by climate change could jeopardize global chip production due to their high production concentration in the island country, stated its officials and scholars.</p><p><blockquote>然而，台湾官员和学者表示，气候变化引发的台湾水危机可能会危及全球芯片生产，因为这些芯片的生产高度集中在这个岛国。</blockquote></p><p> Taiwan introduced a drought disaster response agency in October.</p><p><blockquote>台湾在10月引入了干旱灾害响应机构。</blockquote></p><p> The government stopped the water supply for two days per week to some parts of the island from April. TSM aimed to reduce its water requirement per unit by 30% from 2010 levels by 2030.</p><p><blockquote>从4月份开始，政府每周停止向该岛部分地区供水两天。TSM的目标是到2030年将单位用水量比2010年的水平减少30%。</blockquote></p><p> TSM accounted for around 4.5% of Taiwan’s GDP in 2018, and chip sales accounted for 64% of Taiwan’s export growth on average over the past five years.</p><p><blockquote>2018年，TSM约占台湾GDP的4.5%，过去五年芯片销售额平均占台湾出口增长的64%。</blockquote></p><p> Germany has sought Taiwan’s assistance to secure chip supply for German car manufacturers.</p><p><blockquote>德国已寻求台湾的帮助，以确保德国汽车制造商的芯片供应。</blockquote></p><p> <b>Price action:</b>&nbsp;TSM shares traded flat at $118.35 on the last check Friday.</p><p><blockquote><b>价格走势：</b>周五最后一次检查时，TSM股价持平于118.35美元。</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>Taiwan's Drought Poses Additional Threat To Looming Global Chip Crisis: WSJ<blockquote>《华尔街日报》：台湾干旱对迫在眉睫的全球芯片危机构成额外威胁</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\">\nTaiwan's Drought Poses Additional Threat To Looming Global Chip Crisis: WSJ<blockquote>《华尔街日报》：台湾干旱对迫在眉睫的全球芯片危机构成额外威胁</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-04-16 23:40</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Taiwan’s severe drought could aggravate the ongoing global chip crisis as semiconductor producers required a massive water supply to clean the wafer base, etch patterns, polish layers and rinse components throughout the manufacturing process, the&nbsp;Wall Street Journal reports.</p><p><blockquote>据《华尔街日报》报道，台湾的严重干旱可能会加剧持续的全球芯片危机，因为半导体生产商在整个制造过程中需要大量供水来清洁晶圆底座、蚀刻图案、抛光层和冲洗组件。</blockquote></p><p> Taiwan’s semiconductor wafer-fabrication factories (fabs) accounted for two-thirds of the global manufacturing capacity. Most of that capacity belonged to contract chip manufacturer&nbsp;<b>Taiwan Semiconductor Manufacturing Co Ltd</b>&nbsp;(NYSE:&nbsp;TSM).</p><p><blockquote>台湾的半导体晶圆厂（FAB）占全球制造能力的三分之二。大部分产能属于合同芯片制造商<b>台积电有限公司</b>（纽约证券交易所代码：TSM）。</blockquote></p><p> Taiwan derived most of its water reserves from seasonal typhoons. However, a lack of storms last year had choked supplies, prompting the government to start water rationing for over a million businesses and residents.</p><p><blockquote>台湾的大部分水资源储备来自季节性台风。然而，去年风暴的缺乏导致供应中断，促使政府开始对100多万企业和居民实行水配给。</blockquote></p><p> <b>Samsung Electronics Co Ltd</b>&nbsp;(OTC:&nbsp;SSNLF) had to&nbsp;temporarily shut down&nbsp;two of its Austin chip factories due to Texas weather anomalies. Auto chip manufacturer&nbsp;<b>Renesas Electronics Corp’s</b>&nbsp;(OTC:&nbsp;RNECF) Japanese plant was&nbsp;hampered by&nbsp;the February earthquake and a March fire.</p><p><blockquote><b>三星电子有限公司</b>（场外交易代码：SSNLF）由于得克萨斯州天气异常，不得不暂时关闭其奥斯汀的两家芯片工厂。汽车芯片制造商<b>瑞萨电子公司</b>（场外交易代码：RNECF）日本工厂因二月地震和三月火灾而受到阻碍。</blockquote></p><p> Taiwan’s three science industrial parks responsible for most of the chip-making facilities had to limit their water intake but were exempt from stoppages to date. However, it was affecting some of the companies.</p><p><blockquote>负责大部分芯片制造设施的台湾三个科学工业园区不得不限制用水量，但迄今为止并未停工。然而，它影响了一些公司。</blockquote></p><p> Alternative sources of water and acceleration of conservation would escalate the production costs after supply to one of its chip facilities were reduced, stated&nbsp;<b>Micron Technology Inc</b>&nbsp;(NASDAQ:&nbsp;MU), which had facilities in Taichung and Taoyuan.</p><p><blockquote>表示，在减少对其一个芯片工厂的供应后，替代水源和加速节约将增加生产成本<b>美光科技公司</b>（纳斯达克：MU），在台中和桃园设有设施。</blockquote></p><p> Hsinchu-based TSM and&nbsp;<b>United Microelectronics Corp</b>&nbsp;(NYSE:&nbsp;UMC) had secured alternate water supply sources. TSM was also trying to utilize groundwater from their construction sites.</p><p><blockquote>新竹TSM和<b>联合微电子公司</b>（纽约证券交易所代码：UMC）已获得替代供水来源。TSM还试图利用他们建筑工地的地下水。</blockquote></p><p> TSM did not estimate any significant impact on operations despite the tight water supply.</p><p><blockquote>尽管供水紧张，TSM估计不会对运营产生任何重大影响。</blockquote></p><p> However, Taiwan’s water crisis fueled by climate change could jeopardize global chip production due to their high production concentration in the island country, stated its officials and scholars.</p><p><blockquote>然而，台湾官员和学者表示，气候变化引发的台湾水危机可能会危及全球芯片生产，因为这些芯片的生产高度集中在这个岛国。</blockquote></p><p> Taiwan introduced a drought disaster response agency in October.</p><p><blockquote>台湾在10月引入了干旱灾害响应机构。</blockquote></p><p> The government stopped the water supply for two days per week to some parts of the island from April. TSM aimed to reduce its water requirement per unit by 30% from 2010 levels by 2030.</p><p><blockquote>从4月份开始，政府每周停止向该岛部分地区供水两天。TSM的目标是到2030年将单位用水量比2010年的水平减少30%。</blockquote></p><p> TSM accounted for around 4.5% of Taiwan’s GDP in 2018, and chip sales accounted for 64% of Taiwan’s export growth on average over the past five years.</p><p><blockquote>2018年，TSM约占台湾GDP的4.5%，过去五年芯片销售额平均占台湾出口增长的64%。</blockquote></p><p> Germany has sought Taiwan’s assistance to secure chip supply for German car manufacturers.</p><p><blockquote>德国已寻求台湾的帮助，以确保德国汽车制造商的芯片供应。</blockquote></p><p> <b>Price action:</b>&nbsp;TSM shares traded flat at $118.35 on the last check Friday.</p><p><blockquote><b>价格走势：</b>周五最后一次检查时，TSM股价持平于118.35美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","TSM":"台积电"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155509413","content_text":"Taiwan’s severe drought could aggravate the ongoing global chip crisis as semiconductor producers required a massive water supply to clean the wafer base, etch patterns, polish layers and rinse components throughout the manufacturing process, the Wall Street Journal reports.\nTaiwan’s semiconductor wafer-fabrication factories (fabs) accounted for two-thirds of the global manufacturing capacity. Most of that capacity belonged to contract chip manufacturer Taiwan Semiconductor Manufacturing Co Ltd (NYSE: TSM).\nTaiwan derived most of its water reserves from seasonal typhoons. However, a lack of storms last year had choked supplies, prompting the government to start water rationing for over a million businesses and residents.\nSamsung Electronics Co Ltd (OTC: SSNLF) had to temporarily shut down two of its Austin chip factories due to Texas weather anomalies. Auto chip manufacturer Renesas Electronics Corp’s (OTC: RNECF) Japanese plant was hampered by the February earthquake and a March fire.\nTaiwan’s three science industrial parks responsible for most of the chip-making facilities had to limit their water intake but were exempt from stoppages to date. However, it was affecting some of the companies.\nAlternative sources of water and acceleration of conservation would escalate the production costs after supply to one of its chip facilities were reduced, stated Micron Technology Inc (NASDAQ: MU), which had facilities in Taichung and Taoyuan.\nHsinchu-based TSM and United Microelectronics Corp (NYSE: UMC) had secured alternate water supply sources. TSM was also trying to utilize groundwater from their construction sites.\nTSM did not estimate any significant impact on operations despite the tight water supply.\nHowever, Taiwan’s water crisis fueled by climate change could jeopardize global chip production due to their high production concentration in the island country, stated its officials and scholars.\nTaiwan introduced a drought disaster response agency in October.\nThe government stopped the water supply for two days per week to some parts of the island from April. TSM aimed to reduce its water requirement per unit by 30% from 2010 levels by 2030.\nTSM accounted for around 4.5% of Taiwan’s GDP in 2018, and chip sales accounted for 64% of Taiwan’s export growth on average over the past five years.\nGermany has sought Taiwan’s assistance to secure chip supply for German car manufacturers.\nPrice action: TSM shares traded flat at $118.35 on the last check Friday.","news_type":1,"symbols_score_info":{"MU":0.9,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347704353,"gmtCreate":1618529292972,"gmtModify":1631890521900,"author":{"id":"3549788653484864","authorId":"3549788653484864","name":"navoyhot","avatar":"https://static.tigerbbs.com/8692178649b8135209aa3b327b034334","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549788653484864","authorIdStr":"3549788653484864"},"themes":[],"htmlText":"CPI up","listText":"CPI up","text":"CPI up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347704353","repostId":"1148801353","repostType":4,"repost":{"id":"1148801353","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1618493511,"share":"https://www.laohu8.com/m/news/1148801353?lang=zh_CN&edition=full","pubTime":"2021-04-15 21:31","market":"us","language":"en","title":"Stocks jump at the open as Coinbase rises, Americans go shopping<blockquote>随着Coinbase上涨，美国人去购物，股市开盘上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148801353","media":"Tiger Newspress","summary":"(April 15) U.S. stocks opened higher Thursday amid a raft of strong economic reports and corporate r","content":"<p>(April 15)&nbsp;U.S. stocks opened higher Thursday amid a raft of strong economic reports and corporate results.</p><p><blockquote>（四月十五日）美国。由于一系列强劲的经济报告和企业业绩，周四股市高开。</blockquote></p><p>The Dow Jones Industrial Average&nbsp;added 177 points, or 0.5%, according to preliminary estimates, to open near 33,908, while the S&amp;P 500gained 25 points or 0.6%, to start trading near 4,149. The Nasdaq Composite index&nbsp;was up 122 points or 0.9%, near 13,980.</p><p><blockquote>根据初步估计，道琼斯工业平均指数上涨177点，涨幅0.5%，开盘接近33,908点；标准普尔500指数上涨25点，涨幅0.6%，开盘接近4,149点。纳斯达克综合指数上涨122点或0.9%，接近13,980点。</blockquote></p><p>First-time filings for jobless benefits fell sharply in the most recent week, the Labor Department said Thursday morning, and retail sales rocketed nearly 10% in March as Americans spent their stimulus checks.</p><p><blockquote>美国劳工部周四上午表示，最近一周首次申请失业救济人数大幅下降，随着美国人花掉刺激支票，3月份零售额飙升近10%。</blockquote></p><p>Shares of Coinbase Global Inc.&nbsp;gained on the second day of trading for the cryptocurrency exchange, boosted by both retail and institutional investors alike, and earnings for companies like Citigroup Inc.&nbsp;beat analyst expectations.</p><p><blockquote>在散户和机构投资者的推动下，Coinbase Global Inc.的股价在加密货币交易所交易的第二天上涨，花旗集团等公司的盈利超出了分析师的预期。</blockquote></p><p>A separate report on Thursday showed that first-time filings for unemployment insurance dropped to the lowest level since March 2020. The Labor Department reported 576,000 new jobless claims for the week ended April 10. Economists polled by Dow Jones expected a total of 710,000.</p><p><blockquote>周四另一份报告显示，首次申请失业保险的人数降至2020年3月以来的最低水平。劳工部报告称，截至4月10日当周，新申请失业救济人数为576,000人。道琼斯调查的经济学家预计总数为71万人。</blockquote></p><p>Pepsi shares added 0.6% after the consumer snack and drink maker saidsales last quarter rose nearly 7%, topping estimates.</p><p><blockquote>消费零食和饮料制造商百事可乐表示上季度销售额增长近7%，超出预期，该公司股价上涨0.6%。</blockquote></p><p>Shares of UnitedHealth, a Dow member, gained 1% after results topped the Street and the health insurer raised guidance for 2021.</p><p><blockquote>道指成分股成员联合健康(UnitedHealth)的股价上涨1%，此前该健康保险公司的业绩超过华尔街，并且该健康保险公司上调了2021年的指引。</blockquote></p><p>Tech stocks rebounded from Tuesday losses in early trading with shares of Tesla up about 1%. Newly public crypto exchange Coinbase jumped 9% in early trading after it was revealed Ark Invest’s Cathie Woodloaded up on the first day of trading.</p><p><blockquote>科技股在早盘交易中从周二的跌幅中反弹，特斯拉股价上涨约1%。新上市的加密货币交易所Coinbase在交易首日被曝出Ark Invest的Cathie Woodload股价上涨9%。</blockquote></p><p>On Tuesday, the Food and Drug Administration called for a pause&nbsp;in administering J&amp;J’s Covid-19 vaccine aftersix people in the U.S. developed a rare disorderinvolving blood clots. The announcement triggered a sell-off in reopening plays earlier in the week, but is not expected to have a material impact on the pace of the U.S. vaccine rollout.</p><p><blockquote>周二，在美国有六人出现一种涉及血栓的罕见疾病后，美国食品和药物管理局呼吁暂停注射强生的Covid-19疫苗。这一消息在本周早些时候引发了重新开放游戏的抛售，但预计不会对美国疫苗推出的步伐产生重大影响。</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>Stocks jump at the open as Coinbase rises, Americans go shopping<blockquote>随着Coinbase上涨，美国人去购物，股市开盘上涨</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\">\nStocks jump at the open as Coinbase rises, Americans go shopping<blockquote>随着Coinbase上涨，美国人去购物，股市开盘上涨</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\">2021-04-15 21:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(April 15)&nbsp;U.S. stocks opened higher Thursday amid a raft of strong economic reports and corporate results.</p><p><blockquote>（四月十五日）美国。由于一系列强劲的经济报告和企业业绩，周四股市高开。</blockquote></p><p>The Dow Jones Industrial Average&nbsp;added 177 points, or 0.5%, according to preliminary estimates, to open near 33,908, while the S&amp;P 500gained 25 points or 0.6%, to start trading near 4,149. The Nasdaq Composite index&nbsp;was up 122 points or 0.9%, near 13,980.</p><p><blockquote>根据初步估计，道琼斯工业平均指数上涨177点，涨幅0.5%，开盘接近33,908点；标准普尔500指数上涨25点，涨幅0.6%，开盘接近4,149点。纳斯达克综合指数上涨122点或0.9%，接近13,980点。</blockquote></p><p>First-time filings for jobless benefits fell sharply in the most recent week, the Labor Department said Thursday morning, and retail sales rocketed nearly 10% in March as Americans spent their stimulus checks.</p><p><blockquote>美国劳工部周四上午表示，最近一周首次申请失业救济人数大幅下降，随着美国人花掉刺激支票，3月份零售额飙升近10%。</blockquote></p><p>Shares of Coinbase Global Inc.&nbsp;gained on the second day of trading for the cryptocurrency exchange, boosted by both retail and institutional investors alike, and earnings for companies like Citigroup Inc.&nbsp;beat analyst expectations.</p><p><blockquote>在散户和机构投资者的推动下，Coinbase Global Inc.的股价在加密货币交易所交易的第二天上涨，花旗集团等公司的盈利超出了分析师的预期。</blockquote></p><p>A separate report on Thursday showed that first-time filings for unemployment insurance dropped to the lowest level since March 2020. The Labor Department reported 576,000 new jobless claims for the week ended April 10. Economists polled by Dow Jones expected a total of 710,000.</p><p><blockquote>周四另一份报告显示，首次申请失业保险的人数降至2020年3月以来的最低水平。劳工部报告称，截至4月10日当周，新申请失业救济人数为576,000人。道琼斯调查的经济学家预计总数为71万人。</blockquote></p><p>Pepsi shares added 0.6% after the consumer snack and drink maker saidsales last quarter rose nearly 7%, topping estimates.</p><p><blockquote>消费零食和饮料制造商百事可乐表示上季度销售额增长近7%，超出预期，该公司股价上涨0.6%。</blockquote></p><p>Shares of UnitedHealth, a Dow member, gained 1% after results topped the Street and the health insurer raised guidance for 2021.</p><p><blockquote>道指成分股成员联合健康(UnitedHealth)的股价上涨1%，此前该健康保险公司的业绩超过华尔街，并且该健康保险公司上调了2021年的指引。</blockquote></p><p>Tech stocks rebounded from Tuesday losses in early trading with shares of Tesla up about 1%. Newly public crypto exchange Coinbase jumped 9% in early trading after it was revealed Ark Invest’s Cathie Woodloaded up on the first day of trading.</p><p><blockquote>科技股在早盘交易中从周二的跌幅中反弹，特斯拉股价上涨约1%。新上市的加密货币交易所Coinbase在交易首日被曝出Ark Invest的Cathie Woodload股价上涨9%。</blockquote></p><p>On Tuesday, the Food and Drug Administration called for a pause&nbsp;in administering J&amp;J’s Covid-19 vaccine aftersix people in the U.S. developed a rare disorderinvolving blood clots. The announcement triggered a sell-off in reopening plays earlier in the week, but is not expected to have a material impact on the pace of the U.S. vaccine rollout.</p><p><blockquote>周二，在美国有六人出现一种涉及血栓的罕见疾病后，美国食品和药物管理局呼吁暂停注射强生的Covid-19疫苗。这一消息在本周早些时候引发了重新开放游戏的抛售，但预计不会对美国疫苗推出的步伐产生重大影响。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148801353","content_text":"(April 15) U.S. stocks opened higher Thursday amid a raft of strong economic reports and corporate results.The Dow Jones Industrial Average added 177 points, or 0.5%, according to preliminary estimates, to open near 33,908, while the S&P 500gained 25 points or 0.6%, to start trading near 4,149. The Nasdaq Composite index was up 122 points or 0.9%, near 13,980.First-time filings for jobless benefits fell sharply in the most recent week, the Labor Department said Thursday morning, and retail sales rocketed nearly 10% in March as Americans spent their stimulus checks.Shares of Coinbase Global Inc. gained on the second day of trading for the cryptocurrency exchange, boosted by both retail and institutional investors alike, and earnings for companies like Citigroup Inc. beat analyst expectations.A separate report on Thursday showed that first-time filings for unemployment insurance dropped to the lowest level since March 2020. The Labor Department reported 576,000 new jobless claims for the week ended April 10. Economists polled by Dow Jones expected a total of 710,000.Pepsi shares added 0.6% after the consumer snack and drink maker saidsales last quarter rose nearly 7%, topping estimates.Shares of UnitedHealth, a Dow member, gained 1% after results topped the Street and the health insurer raised guidance for 2021.Tech stocks rebounded from Tuesday losses in early trading with shares of Tesla up about 1%. Newly public crypto exchange Coinbase jumped 9% in early trading after it was revealed Ark Invest’s Cathie Woodloaded up on the first day of trading.On Tuesday, the Food and Drug Administration called for a pause in administering J&J’s Covid-19 vaccine aftersix people in the U.S. developed a rare disorderinvolving blood clots. The announcement triggered a sell-off in reopening plays earlier in the week, but is not expected to have a material impact on the pace of the U.S. vaccine rollout.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":1007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347975229,"gmtCreate":1618460928061,"gmtModify":1631890521899,"author":{"id":"3549788653484864","authorId":"3549788653484864","name":"navoyhot","avatar":"https://static.tigerbbs.com/8692178649b8135209aa3b327b034334","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549788653484864","authorIdStr":"3549788653484864"},"themes":[],"htmlText":"inflation or weak usd?","listText":"inflation or weak usd?","text":"inflation or weak usd?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347975229","repostId":"2127307766","repostType":2,"isVote":1,"tweetType":1,"viewCount":613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344423377,"gmtCreate":1618436756299,"gmtModify":1631890521908,"author":{"id":"3549788653484864","authorId":"3549788653484864","name":"navoyhot","avatar":"https://static.tigerbbs.com/8692178649b8135209aa3b327b034334","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549788653484864","authorIdStr":"3549788653484864"},"themes":[],"htmlText":"QE is well maadoff spin off","listText":"QE is well maadoff spin off","text":"QE is well maadoff spin off","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344423377","repostId":"1154533438","repostType":4,"isVote":1,"tweetType":1,"viewCount":803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345678611,"gmtCreate":1618314162533,"gmtModify":1631893631365,"author":{"id":"3549788653484864","authorId":"3549788653484864","name":"navoyhot","avatar":"https://static.tigerbbs.com/8692178649b8135209aa3b327b034334","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549788653484864","authorIdStr":"3549788653484864"},"themes":[],"htmlText":"last year March is the best entry point, now ...cannot short","listText":"last year March is the best entry point, now ...cannot short","text":"last year March is the best entry point, now ...cannot short","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345678611","repostId":"1161929589","repostType":4,"repost":{"id":"1161929589","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1618308981,"share":"https://www.laohu8.com/m/news/1161929589?lang=zh_CN&edition=full","pubTime":"2021-04-13 18:16","market":"us","language":"en","title":"Why Bitcoin Fundamentals Depict A Healthy Bull Market: Cathie Wood's ARK Invest Report<blockquote>为什么比特币基本面描绘了健康的牛市：Cathie Wood的ARK Invest报告</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1161929589","media":"Benzinga","summary":"ARK Invest’s recentreportanalyzing Bitcoin buyers' and sellers' behavior concludes that investors ha","content":"<p>ARK Invest’s recentreportanalyzing Bitcoin buyers'&nbsp;and sellers' behavior concludes that investors have a longer-term conviction and focus when it comes to the leading cryptocurrency.</p><p><blockquote>ARK Invest最近的报告分析了比特币买家和卖家的行为，得出的结论是，投资者对领先的加密货币有更长期的信念和关注。</blockquote></p><p><b>What Happened:</b>Yassine Elmandjra, an analyst at ARK, examined a few key metrics based on on-chain data to monitor the behavior&nbsp; of buyers and sellers.</p><p><blockquote><b>发生了什么：</b>ARK分析师Yassine Elmandjra根据链上数据研究了一些关键指标，以监控买家和卖家的行为。</blockquote></p><p>“From these metrics, we can derive relative valuation metrics that identify short-to mid-term inefficiencies in bitcoin’s price,”&nbsp;he said.</p><p><blockquote>“从这些指标中，我们可以得出相对估值指标，以确定比特币价格的中短期低效率，”他说。</blockquote></p><p>From an increase in the cointime destroyed metric, which examines the time-weighted turnover of Bitcoin, one can ascertain if holders are moving their coins out of long-term storage and taking profits.</p><p><blockquote>从cointime销毁指标（检查比特币的时间加权周转率）的增加，人们可以确定持有者是否正在将他们的硬币从长期存储中移出并获利。</blockquote></p><p>“At slightly above 5 billion today,&nbsp;coinyears destroyed, the rolling sum of coindays destroyed during the last 365 days, we believe depicts a healthy bull market,”&nbsp;said Elmandjra.</p><p><blockquote>Elmandjra表示：“今天销毁的硬币年数略高于50亿，即过去365天内销毁的硬币日数的滚动总和，我们认为这描绘了一个健康的牛市。”</blockquote></p><p><img src=\"https://static.tigerbbs.com/9f375b19a1127808c9dfd0b95f9e80ea\" tg-width=\"1388\" tg-height=\"624\" referrerpolicy=\"no-referrer\">Despite Bitcoin’s price being more than triple its 2017 high, its coinyears destroyed is still significantly below its all-time high in early 2018 when investors cashed out after the price crashed.</p><p><blockquote>尽管比特币的价格是2017年高点的三倍多，但其被摧毁的硬币仍远低于2018年初的历史高点，当时投资者在价格暴跌后纷纷套现。</blockquote></p><p>Elmandjra also analyzed Bitcoin’s “HODL waves,” which divides the total circulating supply of the Bitcoin network into holding period bands.</p><p><blockquote>Elmandjra还分析了比特币的“HODL波”，该波将比特币网络的总流通供应量分为持有期波段。</blockquote></p><p><img src=\"https://static.tigerbbs.com/57fcac512283a552b0f7b499b8bd9a0e\" tg-width=\"1408\" tg-height=\"620\" referrerpolicy=\"no-referrer\">“Today, roughly 55% of bitcoin’s supply hasn’t moved in more than a year, we believe illustrating investors’ longer-term conviction and focus,”&nbsp;noted the ARK analyst.</p><p><blockquote>ARK分析师指出：“如今，比特币大约55%的供应已经一年多没有变动了，我们相信这说明了投资者的长期信念和关注。”</blockquote></p><p>The amount of Bitcoin’s supply that is in profit is also nearing an all-time high, according to these on-chain metrics, which analysts view as another positive indicator for the current bull market.</p><p><blockquote>根据这些链上指标，比特币的盈利供应量也接近历史新高，分析师认为这是当前牛市的另一个积极指标。</blockquote></p><p><b>Price Action:</b>Bitcoin&nbsp;price had regained momentum and broke $63,000 fr the first time in history. The cryptocurrency was up over 3.62% in the past 24-hours, and trading volume was up by over 16% for the same period.</p><p><blockquote><b>价格走势：</b>比特币价格重新获得动力，历史上首次突破63,000美元。该加密货币在过去24小时内上涨了3.62%以上，同期交易量增长了16%以上。</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 Bitcoin Fundamentals Depict A Healthy Bull Market: Cathie Wood's ARK Invest Report<blockquote>为什么比特币基本面描绘了健康的牛市：Cathie Wood的ARK Invest报告</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; 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}\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 Bitcoin Fundamentals Depict A Healthy Bull Market: Cathie Wood's ARK Invest Report<blockquote>为什么比特币基本面描绘了健康的牛市：Cathie Wood的ARK Invest报告</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-04-13 18:16</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>ARK Invest’s recentreportanalyzing Bitcoin buyers'&nbsp;and sellers' behavior concludes that investors have a longer-term conviction and focus when it comes to the leading cryptocurrency.</p><p><blockquote>ARK Invest最近的报告分析了比特币买家和卖家的行为，得出的结论是，投资者对领先的加密货币有更长期的信念和关注。</blockquote></p><p><b>What Happened:</b>Yassine Elmandjra, an analyst at ARK, examined a few key metrics based on on-chain data to monitor the behavior&nbsp; of buyers and sellers.</p><p><blockquote><b>发生了什么：</b>ARK分析师Yassine Elmandjra根据链上数据研究了一些关键指标，以监控买家和卖家的行为。</blockquote></p><p>“From these metrics, we can derive relative valuation metrics that identify short-to mid-term inefficiencies in bitcoin’s price,”&nbsp;he said.</p><p><blockquote>“从这些指标中，我们可以得出相对估值指标，以确定比特币价格的中短期低效率，”他说。</blockquote></p><p>From an increase in the cointime destroyed metric, which examines the time-weighted turnover of Bitcoin, one can ascertain if holders are moving their coins out of long-term storage and taking profits.</p><p><blockquote>从cointime销毁指标（检查比特币的时间加权周转率）的增加，人们可以确定持有者是否正在将他们的硬币从长期存储中移出并获利。</blockquote></p><p>“At slightly above 5 billion today,&nbsp;coinyears destroyed, the rolling sum of coindays destroyed during the last 365 days, we believe depicts a healthy bull market,”&nbsp;said Elmandjra.</p><p><blockquote>Elmandjra表示：“今天销毁的硬币年数略高于50亿，即过去365天内销毁的硬币日数的滚动总和，我们认为这描绘了一个健康的牛市。”</blockquote></p><p><img src=\"https://static.tigerbbs.com/9f375b19a1127808c9dfd0b95f9e80ea\" tg-width=\"1388\" tg-height=\"624\" referrerpolicy=\"no-referrer\">Despite Bitcoin’s price being more than triple its 2017 high, its coinyears destroyed is still significantly below its all-time high in early 2018 when investors cashed out after the price crashed.</p><p><blockquote>尽管比特币的价格是2017年高点的三倍多，但其被摧毁的硬币仍远低于2018年初的历史高点，当时投资者在价格暴跌后纷纷套现。</blockquote></p><p>Elmandjra also analyzed Bitcoin’s “HODL waves,” which divides the total circulating supply of the Bitcoin network into holding period bands.</p><p><blockquote>Elmandjra还分析了比特币的“HODL波”，该波将比特币网络的总流通供应量分为持有期波段。</blockquote></p><p><img src=\"https://static.tigerbbs.com/57fcac512283a552b0f7b499b8bd9a0e\" tg-width=\"1408\" tg-height=\"620\" referrerpolicy=\"no-referrer\">“Today, roughly 55% of bitcoin’s supply hasn’t moved in more than a year, we believe illustrating investors’ longer-term conviction and focus,”&nbsp;noted the ARK analyst.</p><p><blockquote>ARK分析师指出：“如今，比特币大约55%的供应已经一年多没有变动了，我们相信这说明了投资者的长期信念和关注。”</blockquote></p><p>The amount of Bitcoin’s supply that is in profit is also nearing an all-time high, according to these on-chain metrics, which analysts view as another positive indicator for the current bull market.</p><p><blockquote>根据这些链上指标，比特币的盈利供应量也接近历史新高，分析师认为这是当前牛市的另一个积极指标。</blockquote></p><p><b>Price Action:</b>Bitcoin&nbsp;price had regained momentum and broke $63,000 fr the first time in history. The cryptocurrency was up over 3.62% in the past 24-hours, and trading volume was up by over 16% for the same period.</p><p><blockquote><b>价格走势：</b>比特币价格重新获得动力，历史上首次突破63,000美元。该加密货币在过去24小时内上涨了3.62%以上，同期交易量增长了16%以上。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GBTC":"比特币ETF-Grayscale"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161929589","content_text":"ARK Invest’s recentreportanalyzing Bitcoin buyers' and sellers' behavior concludes that investors have a longer-term conviction and focus when it comes to the leading cryptocurrency.What Happened:Yassine Elmandjra, an analyst at ARK, examined a few key metrics based on on-chain data to monitor the behavior  of buyers and sellers.“From these metrics, we can derive relative valuation metrics that identify short-to mid-term inefficiencies in bitcoin’s price,” he said.From an increase in the cointime destroyed metric, which examines the time-weighted turnover of Bitcoin, one can ascertain if holders are moving their coins out of long-term storage and taking profits.“At slightly above 5 billion today, coinyears destroyed, the rolling sum of coindays destroyed during the last 365 days, we believe depicts a healthy bull market,” said Elmandjra.Despite Bitcoin’s price being more than triple its 2017 high, its coinyears destroyed is still significantly below its all-time high in early 2018 when investors cashed out after the price crashed.Elmandjra also analyzed Bitcoin’s “HODL waves,” which divides the total circulating supply of the Bitcoin network into holding period bands.“Today, roughly 55% of bitcoin’s supply hasn’t moved in more than a year, we believe illustrating investors’ longer-term conviction and focus,” noted the ARK analyst.The amount of Bitcoin’s supply that is in profit is also nearing an all-time high, according to these on-chain metrics, which analysts view as another positive indicator for the current bull market.Price Action:Bitcoin price had regained momentum and broke $63,000 fr the first time in history. The cryptocurrency was up over 3.62% in the past 24-hours, and trading volume was up by over 16% for the same period.","news_type":1,"symbols_score_info":{"GBTC":0.9}},"isVote":1,"tweetType":1,"viewCount":1056,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345678911,"gmtCreate":1618314094433,"gmtModify":1631893631377,"author":{"id":"3549788653484864","authorId":"3549788653484864","name":"navoyhot","avatar":"https://static.tigerbbs.com/8692178649b8135209aa3b327b034334","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549788653484864","authorIdStr":"3549788653484864"},"themes":[],"htmlText":"纳斯创新高后，就。。。。","listText":"纳斯创新高后，就。。。。","text":"纳斯创新高后，就。。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345678911","repostId":"2127019169","repostType":2,"isVote":1,"tweetType":1,"viewCount":1635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":312042336,"gmtCreate":1611980168025,"gmtModify":1703757267413,"author":{"id":"3549788653484864","authorId":"3549788653484864","name":"navoyhot","avatar":"https://static.tigerbbs.com/8692178649b8135209aa3b327b034334","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549788653484864","authorIdStr":"3549788653484864"},"themes":[],"htmlText":"散户就是缺类毛主席这样的金融战略指挥家","listText":"散户就是缺类毛主席这样的金融战略指挥家","text":"散户就是缺类毛主席这样的金融战略指挥家","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/312042336","repostId":"1147723336","repostType":4,"isVote":1,"tweetType":1,"viewCount":607,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561960940004717","authorId":"3561960940004717","name":"pebble999","avatar":"https://static.tigerbbs.com/1c209e601ba4fe3a1b380f6ea130d164","crmLevel":2,"crmLevelSwitch":0,"idStr":"3561960940004717","authorIdStr":"3561960940004717"},"content":"那就涉嫌操纵股价啦 你没发现大V都会补充一句 这不是投资建议 类似免责条款这样","text":"那就涉嫌操纵股价啦 你没发现大V都会补充一句 这不是投资建议 类似免责条款这样","html":"那就涉嫌操纵股价啦 你没发现大V都会补充一句 这不是投资建议 类似免责条款这样"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354984958,"gmtCreate":1617118925674,"gmtModify":1634522541186,"author":{"id":"3549788653484864","authorId":"3549788653484864","name":"navoyhot","avatar":"https://static.tigerbbs.com/8692178649b8135209aa3b327b034334","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549788653484864","authorIdStr":"3549788653484864"},"themes":[],"htmlText":"buy buy warren","listText":"buy buy warren","text":"buy buy warren","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/354984958","repostId":"2123291766","repostType":4,"isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":852050404,"gmtCreate":1635226096032,"gmtModify":1635226096538,"author":{"id":"3549788653484864","authorId":"3549788653484864","name":"navoyhot","avatar":"https://static.tigerbbs.com/8692178649b8135209aa3b327b034334","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549788653484864","authorIdStr":"3549788653484864"},"themes":[],"htmlText":"tsmc is gone by 2024","listText":"tsmc is gone by 2024","text":"tsmc is gone by 2024","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/852050404","repostId":"2177412181","repostType":4,"repost":{"id":"2177412181","kind":"highlight","pubTimestamp":1635219132,"share":"https://www.laohu8.com/m/news/2177412181?lang=zh_CN&edition=full","pubTime":"2021-10-26 11:32","market":"us","language":"en","title":"AMD earnings look to again succeed where Intel disappointed<blockquote>AMD盈利有望在英特尔失望的地方再次取得成功</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2177412181","media":"MarketWatch","summary":"AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analy","content":"<p>AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink</p><p><blockquote>AMD盈利预览：在英特尔连续两个季度下滑后，分析师现在指出，由于英特尔的利润率预计将萎缩，AMD的利润率将不断增长</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30ec3c9220844c561016f0de86f86f52\" tg-width=\"699\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Advanced Micro Devices Inc.’s growing series of Epyc server chips has been the talk of Wall Street in recent quarters, but that may switch to gross margins in this quarter’s earnings report.</span></p><p><blockquote><p class=\"t-img-caption\"><span>Advanced Micro Devices Inc.不断增长的Epyc服务器芯片系列最近几个季度一直是华尔街的热门话题，但在本季度的收益报告中，这可能会转向毛利率。</span></p></blockquote></p><p> Advanced Micro Devices Inc. is set to follow yet another rough earnings report from Intel Corp., and once again could show gains in an area that caused pain for its larger rival.</p><p><blockquote>超微设备公司（Advanced Micro Devices Inc.）将紧随英特尔公司（Intel Corp.）发布另一份粗略的收益报告，并可能再次在给其规模更大的竞争对手带来痛苦的领域显示收益。</blockquote></p><p> AMD&nbsp;is scheduled to report third-quarter earnings on Tuesday after the close of markets, after Intel&nbsp;reported an earnings beat Thursday that hardly mattered as revenue came in light. More important to analysts was Intel's forecast for declining margins over the next few years as its chief executive doubles down on new manufacturing capacity to try to retake its former glory as the undisputed chip leader.</p><p><blockquote>AMD定于周二收盘后公布第三季度收益，此前英特尔周四公布的收益超出预期，但随着收入的公布，这几乎无关紧要。对分析师来说，更重要的是英特尔预测未来几年利润率将下降，因为其首席执行官加倍投资新的制造能力，试图重新夺回其作为无可争议的芯片领导者的昔日荣耀。</blockquote></p><p> That led to downgrades on Friday and Intel's worst one-day performance since the chip leader said it was going to delay its next generation of chips, an announcement that had fired up even more investor support for AMD back then.</p><p><blockquote>这导致了周五的评级下调，以及英特尔自这家芯片领导者表示将推迟下一代芯片以来最糟糕的单日表现，这一声明当时引发了更多投资者对AMD的支持。</blockquote></p><p> Bernstein analyst Stacy Rasgon, who has a market perform rating on AMD and a $110 price target, said AMD will continue to benefit from Intel's transition, and called attention to an AMD metric that was one of enormous concern during Intel's call: Gross margins.</p><p><blockquote>Bernstein分析师Stacy Rasgon对AMD给予市场表现评级，目标价为110美元，她表示AMD将继续受益于英特尔的转型，并呼吁人们关注英特尔看涨期权期间备受关注的AMD指标之一：毛利率。</blockquote></p><p> \"We believe Street gross margin estimates appear unaggressive going forward (which is not something we have typically said for AMD), and the company is now (for the first time ever) starting to return cash,\" Rasgon said.</p><p><blockquote>拉斯贡表示：“我们认为，未来华尔街的毛利率预期似乎并不激进（这不是我们通常对AMD所说的），该公司现在（有史以来第一次）开始返还现金。”</blockquote></p><p> That underscores another show of how Intel and AMD are transitioning with respect to one another: Analysts on the Intel call were very concerned that Intel's margins were falling despite company assurances they would stay just above 50% for the next few years. Meanwhile, AMD gross margins have been rising, and are likely to break above 50%, if not in this earnings report, then sometime soon. Three months ago, AMD reported gross margins of 48%, up from 44% in the previous year.</p><p><blockquote>这再次凸显了英特尔和AMD如何相互转型：英特尔看涨期权上的分析师非常担心英特尔的利润率正在下降，尽管该公司保证未来几年利润率将保持在50%以上。与此同时，AMD的毛利率一直在上升，很可能会突破50%，如果不是在这份收益报告中，那么很快就会突破50%。三个月前，AMD公布的毛利率为48%，高于上一年的44%。</blockquote></p><p> While AMD is referred to as Intel's \"smaller rival,\" that gap has been steadily closing for a while now. At Friday's close, AMD had a market cap of $145.34 billion, or nearly 73% of Intel's $200.66 billion. Just this past summer, AMD's $111.5 billion valuation was a little more than half Intel's $219.5 billion cap.</p><p><blockquote>虽然AMD被称为英特尔的“较小竞争对手”，但这一差距已经稳步缩小了一段时间。截至周五收盘，AMD市值为1453.4亿美元，占英特尔2006.6亿美元市值的近73%。就在去年夏天，AMD 1115亿美元的估值略高于英特尔2195亿美元上限的一半。</blockquote></p><p> One other are to look at will be data-center sales, as finally swung to a gain in that important segment in the quarter. Over the past two quarters, Intel has posted significant year-over-year declines in the increasingly important category, while AMD has more than doubled its sales. That raises the question whether Intel clawed back some market share, or whether data-center sales were just generally better all around, which AMD's report could answer.</p><p><blockquote>另一个值得关注的是数据中心销售，该销售最终在本季度实现了增长。在过去的两个季度中，英特尔在这一日益重要的类别中的销售额同比大幅下降，而AMD的销售额则增长了一倍多。这就提出了一个问题：英特尔是否夺回了一些市场份额，或者数据中心的销售是否总体上更好，AMD的报告可以回答这个问题。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> <b>Earnings: </b>Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 66 cents a share, up from 41 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 72 cents a share.</p><p><blockquote><b>收益：</b>在FactSet调查的34名分析师中，AMD平均预计调整后每股收益为66美分，高于去年同期的每股41美分。Estimize是一个软件平台，众包对冲基金高管、券商、买方分析师和其他人对评级每股收益72美分的估计。</blockquote></p><p> <b>Revenue:</b> Of the 32 analysts polled by FactSet, AMD, on average, is expected to post revenue of $4.11 billion, up from the $2.8 billion reported in the year-ago quarter. AMD had forecast $4 billion to $4.2 billion. Estimize expects revenue of $4.22 billion.</p><p><blockquote><b>收入：</b>在FactSet调查的32名分析师中，AMD平均预计营收为41.1亿美元，高于去年同期的28亿美元。AMD此前预测为40亿至42亿美元。Estimize预计营收为42.2亿美元。</blockquote></p><p> <b>Stock movement:</b> While AMD earnings and sales have both topped Wall Street estimates over the past five quarterly reports, but shares only gained the next day twice, about three months ago and when the stock popped nearly 13% five quarters ago.</p><p><blockquote><b>股票变动：</b>尽管AMD在过去五份季度报告中的盈利和销售额均超出了华尔街的预期，但该股仅在第二天上涨了两次，分别是大约三个月前和五个季度前该股上涨了近13%。</blockquote></p><p> AMD shares rose 9.6% in the third quarter. In contrast, the PHLX Semiconductor Index declined 2.6%, the S&amp;P 500 index rose 0.2%, and the tech-heavy Nasdaq Composite Index declined 0.4%. On Friday, the day after Intel's report, AMD shares closed at a record high of $119.82.</p><p><blockquote>AMD股价第三季度上涨9.6%。相比之下，PHLX半导体指数下跌2.6%，标普500指数上涨0.2%，以科技股为主的纳斯达克综合指数下跌0.4%。周五，也就是英特尔发布报告的第二天，AMD股价收于119.82美元的历史新高。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> Cowen analyst Matthew Ramsay, who has an outperform rating and a $120 price target on AMD, said he's \"lookin' for more of the same.\"</p><p><blockquote>Cowen分析师马修·拉姆齐(Matthew Ramsay)对AMD给予跑赢大盘评级，目标价为120美元，他表示“正在寻找更多同样的结果”。</blockquote></p><p> \"We continue to monitor the PC market for signs of demand slowing or supply improving,\" Ramsay said. \"Near-term, we see resilient demand outside Chromebooks, but prefer a prudent/agnostic view on 2022 like AMD took on its last call.\"</p><p><blockquote>Ramsay表示：“我们将继续关注PC市场，寻找需求放缓或供应改善的迹象。”“短期内，我们看到Chromebook以外的需求具有弹性，但更倾向于对2022年采取谨慎/不可知论的观点，就像AMD在上一次看涨期权中采取的那样。”</blockquote></p><p> Earlier in the month, research firms released data showing that pandemic-fueled growth in PC shipments had slowed considerably as the world not only wrestles with a chip shortage but overall supply-chain issues.</p><p><blockquote>本月早些时候，研究公司发布的数据显示，疫情推动的个人电脑出货量增长已大幅放缓，因为世界不仅面临芯片短缺问题，还面临整体供应链问题。</blockquote></p><p></p><p> On data-center sales, Ramsay is even more optimistic estimating that segment will account for more than 25% of sales compared with less than 20% a year ago.</p><p><blockquote>在数据中心销售额方面，Ramsay更加乐观地估计该细分市场将占销售额的25%以上，而一年前这一比例还不到20%。</blockquote></p><p> \"We believe datacenter passing a quarter of AMD's business could draw investor attention,\" Ramsay said. \"We remind investors that the most important business for AMD remains datacenter, which we estimate doubled in 2020, with CEO Lisa Su noting she sees the business momentum accelerating in 2021.\"</p><p><blockquote>拉姆齐表示：“我们相信数据中心超过AMD四分之一的业务可能会引起投资者的关注。”“我们提醒投资者，AMD最重要的业务仍然是数据中心，我们估计该业务在2020年翻了一番，首席执行官Lisa Su指出，她预计2021年业务势头将加速。”</blockquote></p><p> Susquehanna Financial analyst Christopher Rolland, who has a positive rating and a $130 price target on AMD, said he expects another solid quarter driven by enterprise and server sales, but that \"given the slowing PC market, we do not expect mgmt to raise their FY top-line guidance as they have done in numerous updates over the last year.\"</p><p><blockquote>Susquehanna Financial分析师Christopher Rolland对AMD给予正面评级，目标价为130美元，他表示，他预计企业和服务器销售将推动另一个稳健的季度，但“鉴于PC市场放缓，我们预计管理层不会提高他们的财务业绩。”正如他们在去年的多次更新中所做的那样，顶线指导。”</blockquote></p><p> Still, Rolland expects AMD to report share gains from Intel in both desktop and laptop PCs as well as enterprise and gaming PCs.</p><p><blockquote>尽管如此，魅兰预计AMD在台式机和笔记本电脑以及企业级和游戏PC领域的份额将从英特尔增长。</blockquote></p><p> Of the 39 analysts who cover AMD, 23 have buy or overweight ratings, and 16 have hold ratings, with an average price target of $117.55.</p><p><blockquote>在关注AMD的39名分析师中，23名分析师给予买入或跑赢大盘评级，16名分析师给予持有评级，平均目标价为117.55美元。</blockquote></p><p></p>","source":"lsy1603348471595","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>AMD earnings look to again succeed where Intel disappointed<blockquote>AMD盈利有望在英特尔失望的地方再次取得成功</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; 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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\">\nAMD earnings look to again succeed where Intel disappointed<blockquote>AMD盈利有望在英特尔失望的地方再次取得成功</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-26 11:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink</p><p><blockquote>AMD盈利预览：在英特尔连续两个季度下滑后，分析师现在指出，由于英特尔的利润率预计将萎缩，AMD的利润率将不断增长</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30ec3c9220844c561016f0de86f86f52\" tg-width=\"699\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Advanced Micro Devices Inc.’s growing series of Epyc server chips has been the talk of Wall Street in recent quarters, but that may switch to gross margins in this quarter’s earnings report.</span></p><p><blockquote><p class=\"t-img-caption\"><span>Advanced Micro Devices Inc.不断增长的Epyc服务器芯片系列最近几个季度一直是华尔街的热门话题，但在本季度的收益报告中，这可能会转向毛利率。</span></p></blockquote></p><p> Advanced Micro Devices Inc. is set to follow yet another rough earnings report from Intel Corp., and once again could show gains in an area that caused pain for its larger rival.</p><p><blockquote>超微设备公司（Advanced Micro Devices Inc.）将紧随英特尔公司（Intel Corp.）发布另一份粗略的收益报告，并可能再次在给其规模更大的竞争对手带来痛苦的领域显示收益。</blockquote></p><p> AMD&nbsp;is scheduled to report third-quarter earnings on Tuesday after the close of markets, after Intel&nbsp;reported an earnings beat Thursday that hardly mattered as revenue came in light. More important to analysts was Intel's forecast for declining margins over the next few years as its chief executive doubles down on new manufacturing capacity to try to retake its former glory as the undisputed chip leader.</p><p><blockquote>AMD定于周二收盘后公布第三季度收益，此前英特尔周四公布的收益超出预期，但随着收入的公布，这几乎无关紧要。对分析师来说，更重要的是英特尔预测未来几年利润率将下降，因为其首席执行官加倍投资新的制造能力，试图重新夺回其作为无可争议的芯片领导者的昔日荣耀。</blockquote></p><p> That led to downgrades on Friday and Intel's worst one-day performance since the chip leader said it was going to delay its next generation of chips, an announcement that had fired up even more investor support for AMD back then.</p><p><blockquote>这导致了周五的评级下调，以及英特尔自这家芯片领导者表示将推迟下一代芯片以来最糟糕的单日表现，这一声明当时引发了更多投资者对AMD的支持。</blockquote></p><p> Bernstein analyst Stacy Rasgon, who has a market perform rating on AMD and a $110 price target, said AMD will continue to benefit from Intel's transition, and called attention to an AMD metric that was one of enormous concern during Intel's call: Gross margins.</p><p><blockquote>Bernstein分析师Stacy Rasgon对AMD给予市场表现评级，目标价为110美元，她表示AMD将继续受益于英特尔的转型，并呼吁人们关注英特尔看涨期权期间备受关注的AMD指标之一：毛利率。</blockquote></p><p> \"We believe Street gross margin estimates appear unaggressive going forward (which is not something we have typically said for AMD), and the company is now (for the first time ever) starting to return cash,\" Rasgon said.</p><p><blockquote>拉斯贡表示：“我们认为，未来华尔街的毛利率预期似乎并不激进（这不是我们通常对AMD所说的），该公司现在（有史以来第一次）开始返还现金。”</blockquote></p><p> That underscores another show of how Intel and AMD are transitioning with respect to one another: Analysts on the Intel call were very concerned that Intel's margins were falling despite company assurances they would stay just above 50% for the next few years. Meanwhile, AMD gross margins have been rising, and are likely to break above 50%, if not in this earnings report, then sometime soon. Three months ago, AMD reported gross margins of 48%, up from 44% in the previous year.</p><p><blockquote>这再次凸显了英特尔和AMD如何相互转型：英特尔看涨期权上的分析师非常担心英特尔的利润率正在下降，尽管该公司保证未来几年利润率将保持在50%以上。与此同时，AMD的毛利率一直在上升，很可能会突破50%，如果不是在这份收益报告中，那么很快就会突破50%。三个月前，AMD公布的毛利率为48%，高于上一年的44%。</blockquote></p><p> While AMD is referred to as Intel's \"smaller rival,\" that gap has been steadily closing for a while now. At Friday's close, AMD had a market cap of $145.34 billion, or nearly 73% of Intel's $200.66 billion. Just this past summer, AMD's $111.5 billion valuation was a little more than half Intel's $219.5 billion cap.</p><p><blockquote>虽然AMD被称为英特尔的“较小竞争对手”，但这一差距已经稳步缩小了一段时间。截至周五收盘，AMD市值为1453.4亿美元，占英特尔2006.6亿美元市值的近73%。就在去年夏天，AMD 1115亿美元的估值略高于英特尔2195亿美元上限的一半。</blockquote></p><p> One other are to look at will be data-center sales, as finally swung to a gain in that important segment in the quarter. Over the past two quarters, Intel has posted significant year-over-year declines in the increasingly important category, while AMD has more than doubled its sales. That raises the question whether Intel clawed back some market share, or whether data-center sales were just generally better all around, which AMD's report could answer.</p><p><blockquote>另一个值得关注的是数据中心销售，该销售最终在本季度实现了增长。在过去的两个季度中，英特尔在这一日益重要的类别中的销售额同比大幅下降，而AMD的销售额则增长了一倍多。这就提出了一个问题：英特尔是否夺回了一些市场份额，或者数据中心的销售是否总体上更好，AMD的报告可以回答这个问题。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> <b>Earnings: </b>Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 66 cents a share, up from 41 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 72 cents a share.</p><p><blockquote><b>收益：</b>在FactSet调查的34名分析师中，AMD平均预计调整后每股收益为66美分，高于去年同期的每股41美分。Estimize是一个软件平台，众包对冲基金高管、券商、买方分析师和其他人对评级每股收益72美分的估计。</blockquote></p><p> <b>Revenue:</b> Of the 32 analysts polled by FactSet, AMD, on average, is expected to post revenue of $4.11 billion, up from the $2.8 billion reported in the year-ago quarter. AMD had forecast $4 billion to $4.2 billion. Estimize expects revenue of $4.22 billion.</p><p><blockquote><b>收入：</b>在FactSet调查的32名分析师中，AMD平均预计营收为41.1亿美元，高于去年同期的28亿美元。AMD此前预测为40亿至42亿美元。Estimize预计营收为42.2亿美元。</blockquote></p><p> <b>Stock movement:</b> While AMD earnings and sales have both topped Wall Street estimates over the past five quarterly reports, but shares only gained the next day twice, about three months ago and when the stock popped nearly 13% five quarters ago.</p><p><blockquote><b>股票变动：</b>尽管AMD在过去五份季度报告中的盈利和销售额均超出了华尔街的预期，但该股仅在第二天上涨了两次，分别是大约三个月前和五个季度前该股上涨了近13%。</blockquote></p><p> AMD shares rose 9.6% in the third quarter. In contrast, the PHLX Semiconductor Index declined 2.6%, the S&amp;P 500 index rose 0.2%, and the tech-heavy Nasdaq Composite Index declined 0.4%. On Friday, the day after Intel's report, AMD shares closed at a record high of $119.82.</p><p><blockquote>AMD股价第三季度上涨9.6%。相比之下，PHLX半导体指数下跌2.6%，标普500指数上涨0.2%，以科技股为主的纳斯达克综合指数下跌0.4%。周五，也就是英特尔发布报告的第二天，AMD股价收于119.82美元的历史新高。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> Cowen analyst Matthew Ramsay, who has an outperform rating and a $120 price target on AMD, said he's \"lookin' for more of the same.\"</p><p><blockquote>Cowen分析师马修·拉姆齐(Matthew Ramsay)对AMD给予跑赢大盘评级，目标价为120美元，他表示“正在寻找更多同样的结果”。</blockquote></p><p> \"We continue to monitor the PC market for signs of demand slowing or supply improving,\" Ramsay said. \"Near-term, we see resilient demand outside Chromebooks, but prefer a prudent/agnostic view on 2022 like AMD took on its last call.\"</p><p><blockquote>Ramsay表示：“我们将继续关注PC市场，寻找需求放缓或供应改善的迹象。”“短期内，我们看到Chromebook以外的需求具有弹性，但更倾向于对2022年采取谨慎/不可知论的观点，就像AMD在上一次看涨期权中采取的那样。”</blockquote></p><p> Earlier in the month, research firms released data showing that pandemic-fueled growth in PC shipments had slowed considerably as the world not only wrestles with a chip shortage but overall supply-chain issues.</p><p><blockquote>本月早些时候，研究公司发布的数据显示，疫情推动的个人电脑出货量增长已大幅放缓，因为世界不仅面临芯片短缺问题，还面临整体供应链问题。</blockquote></p><p></p><p> On data-center sales, Ramsay is even more optimistic estimating that segment will account for more than 25% of sales compared with less than 20% a year ago.</p><p><blockquote>在数据中心销售额方面，Ramsay更加乐观地估计该细分市场将占销售额的25%以上，而一年前这一比例还不到20%。</blockquote></p><p> \"We believe datacenter passing a quarter of AMD's business could draw investor attention,\" Ramsay said. \"We remind investors that the most important business for AMD remains datacenter, which we estimate doubled in 2020, with CEO Lisa Su noting she sees the business momentum accelerating in 2021.\"</p><p><blockquote>拉姆齐表示：“我们相信数据中心超过AMD四分之一的业务可能会引起投资者的关注。”“我们提醒投资者，AMD最重要的业务仍然是数据中心，我们估计该业务在2020年翻了一番，首席执行官Lisa Su指出，她预计2021年业务势头将加速。”</blockquote></p><p> Susquehanna Financial analyst Christopher Rolland, who has a positive rating and a $130 price target on AMD, said he expects another solid quarter driven by enterprise and server sales, but that \"given the slowing PC market, we do not expect mgmt to raise their FY top-line guidance as they have done in numerous updates over the last year.\"</p><p><blockquote>Susquehanna Financial分析师Christopher Rolland对AMD给予正面评级，目标价为130美元，他表示，他预计企业和服务器销售将推动另一个稳健的季度，但“鉴于PC市场放缓，我们预计管理层不会提高他们的财务业绩。”正如他们在去年的多次更新中所做的那样，顶线指导。”</blockquote></p><p> Still, Rolland expects AMD to report share gains from Intel in both desktop and laptop PCs as well as enterprise and gaming PCs.</p><p><blockquote>尽管如此，魅兰预计AMD在台式机和笔记本电脑以及企业级和游戏PC领域的份额将从英特尔增长。</blockquote></p><p> Of the 39 analysts who cover AMD, 23 have buy or overweight ratings, and 16 have hold ratings, with an average price target of $117.55.</p><p><blockquote>在关注AMD的39名分析师中，23名分析师给予买入或跑赢大盘评级，16名分析师给予持有评级，平均目标价为117.55美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/amd-earnings-look-to-again-succeed-where-intel-disappointed-11634942264?mod=mw_quote_news\">MarketWatch</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":{"AMD":"美国超微公司"},"source_url":"https://www.marketwatch.com/story/amd-earnings-look-to-again-succeed-where-intel-disappointed-11634942264?mod=mw_quote_news","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177412181","content_text":"AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink\nAdvanced Micro Devices Inc.’s growing series of Epyc server chips has been the talk of Wall Street in recent quarters, but that may switch to gross margins in this quarter’s earnings report.\nAdvanced Micro Devices Inc. is set to follow yet another rough earnings report from Intel Corp., and once again could show gains in an area that caused pain for its larger rival.\nAMD is scheduled to report third-quarter earnings on Tuesday after the close of markets, after Intel reported an earnings beat Thursday that hardly mattered as revenue came in light. More important to analysts was Intel's forecast for declining margins over the next few years as its chief executive doubles down on new manufacturing capacity to try to retake its former glory as the undisputed chip leader.\nThat led to downgrades on Friday and Intel's worst one-day performance since the chip leader said it was going to delay its next generation of chips, an announcement that had fired up even more investor support for AMD back then.\nBernstein analyst Stacy Rasgon, who has a market perform rating on AMD and a $110 price target, said AMD will continue to benefit from Intel's transition, and called attention to an AMD metric that was one of enormous concern during Intel's call: Gross margins.\n\"We believe Street gross margin estimates appear unaggressive going forward (which is not something we have typically said for AMD), and the company is now (for the first time ever) starting to return cash,\" Rasgon said.\nThat underscores another show of how Intel and AMD are transitioning with respect to one another: Analysts on the Intel call were very concerned that Intel's margins were falling despite company assurances they would stay just above 50% for the next few years. Meanwhile, AMD gross margins have been rising, and are likely to break above 50%, if not in this earnings report, then sometime soon. Three months ago, AMD reported gross margins of 48%, up from 44% in the previous year.\nWhile AMD is referred to as Intel's \"smaller rival,\" that gap has been steadily closing for a while now. At Friday's close, AMD had a market cap of $145.34 billion, or nearly 73% of Intel's $200.66 billion. Just this past summer, AMD's $111.5 billion valuation was a little more than half Intel's $219.5 billion cap.\nOne other are to look at will be data-center sales, as finally swung to a gain in that important segment in the quarter. Over the past two quarters, Intel has posted significant year-over-year declines in the increasingly important category, while AMD has more than doubled its sales. That raises the question whether Intel clawed back some market share, or whether data-center sales were just generally better all around, which AMD's report could answer.\nWhat to expect\nEarnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 66 cents a share, up from 41 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 72 cents a share.\nRevenue: Of the 32 analysts polled by FactSet, AMD, on average, is expected to post revenue of $4.11 billion, up from the $2.8 billion reported in the year-ago quarter. AMD had forecast $4 billion to $4.2 billion. Estimize expects revenue of $4.22 billion.\nStock movement: While AMD earnings and sales have both topped Wall Street estimates over the past five quarterly reports, but shares only gained the next day twice, about three months ago and when the stock popped nearly 13% five quarters ago.\nAMD shares rose 9.6% in the third quarter. In contrast, the PHLX Semiconductor Index declined 2.6%, the S&P 500 index rose 0.2%, and the tech-heavy Nasdaq Composite Index declined 0.4%. On Friday, the day after Intel's report, AMD shares closed at a record high of $119.82.\nWhat analysts are saying\nCowen analyst Matthew Ramsay, who has an outperform rating and a $120 price target on AMD, said he's \"lookin' for more of the same.\"\n\"We continue to monitor the PC market for signs of demand slowing or supply improving,\" Ramsay said. \"Near-term, we see resilient demand outside Chromebooks, but prefer a prudent/agnostic view on 2022 like AMD took on its last call.\"\nEarlier in the month, research firms released data showing that pandemic-fueled growth in PC shipments had slowed considerably as the world not only wrestles with a chip shortage but overall supply-chain issues.\nOn data-center sales, Ramsay is even more optimistic estimating that segment will account for more than 25% of sales compared with less than 20% a year ago.\n\"We believe datacenter passing a quarter of AMD's business could draw investor attention,\" Ramsay said. \"We remind investors that the most important business for AMD remains datacenter, which we estimate doubled in 2020, with CEO Lisa Su noting she sees the business momentum accelerating in 2021.\"\nSusquehanna Financial analyst Christopher Rolland, who has a positive rating and a $130 price target on AMD, said he expects another solid quarter driven by enterprise and server sales, but that \"given the slowing PC market, we do not expect mgmt to raise their FY top-line guidance as they have done in numerous updates over the last year.\"\nStill, Rolland expects AMD to report share gains from Intel in both desktop and laptop PCs as well as enterprise and gaming PCs.\nOf the 39 analysts who cover AMD, 23 have buy or overweight ratings, and 16 have hold ratings, with an average price target of $117.55.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":5133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":379282552,"gmtCreate":1618746340876,"gmtModify":1631890521896,"author":{"id":"3549788653484864","authorId":"3549788653484864","name":"navoyhot","avatar":"https://static.tigerbbs.com/8692178649b8135209aa3b327b034334","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549788653484864","authorIdStr":"3549788653484864"},"themes":[],"htmlText":"4.5% of GDP not bad","listText":"4.5% of GDP not bad","text":"4.5% of GDP not bad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/379282552","repostId":"1155509413","repostType":4,"repost":{"id":"1155509413","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1618587639,"share":"https://www.laohu8.com/m/news/1155509413?lang=zh_CN&edition=full","pubTime":"2021-04-16 23:40","market":"us","language":"en","title":"Taiwan's Drought Poses Additional Threat To Looming Global Chip Crisis: WSJ<blockquote>《华尔街日报》：台湾干旱对迫在眉睫的全球芯片危机构成额外威胁</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155509413","media":"Benzinga","summary":"Taiwan’s severe drought could aggravate the ongoing global chip crisis as semiconductor producers required a massive water supply to clean the wafer base, etch patterns, polish layers and rinse components throughout the manufacturing process, the Wall Street Journal reports.Taiwan’s semiconductor wafer-fabrication factories  accounted for two-thirds of the global manufacturing capacity. Most of that capacity belonged to contract chip manufacturer Taiwan Semiconductor Manufacturing Co Ltd .Taiwan","content":"<p>Taiwan’s severe drought could aggravate the ongoing global chip crisis as semiconductor producers required a massive water supply to clean the wafer base, etch patterns, polish layers and rinse components throughout the manufacturing process, the&nbsp;Wall Street Journal reports.</p><p><blockquote>据《华尔街日报》报道，台湾的严重干旱可能会加剧持续的全球芯片危机，因为半导体生产商在整个制造过程中需要大量供水来清洁晶圆底座、蚀刻图案、抛光层和冲洗组件。</blockquote></p><p> Taiwan’s semiconductor wafer-fabrication factories (fabs) accounted for two-thirds of the global manufacturing capacity. Most of that capacity belonged to contract chip manufacturer&nbsp;<b>Taiwan Semiconductor Manufacturing Co Ltd</b>&nbsp;(NYSE:&nbsp;TSM).</p><p><blockquote>台湾的半导体晶圆厂（FAB）占全球制造能力的三分之二。大部分产能属于合同芯片制造商<b>台积电有限公司</b>（纽约证券交易所代码：TSM）。</blockquote></p><p> Taiwan derived most of its water reserves from seasonal typhoons. However, a lack of storms last year had choked supplies, prompting the government to start water rationing for over a million businesses and residents.</p><p><blockquote>台湾的大部分水资源储备来自季节性台风。然而，去年风暴的缺乏导致供应中断，促使政府开始对100多万企业和居民实行水配给。</blockquote></p><p> <b>Samsung Electronics Co Ltd</b>&nbsp;(OTC:&nbsp;SSNLF) had to&nbsp;temporarily shut down&nbsp;two of its Austin chip factories due to Texas weather anomalies. Auto chip manufacturer&nbsp;<b>Renesas Electronics Corp’s</b>&nbsp;(OTC:&nbsp;RNECF) Japanese plant was&nbsp;hampered by&nbsp;the February earthquake and a March fire.</p><p><blockquote><b>三星电子有限公司</b>（场外交易代码：SSNLF）由于得克萨斯州天气异常，不得不暂时关闭其奥斯汀的两家芯片工厂。汽车芯片制造商<b>瑞萨电子公司</b>（场外交易代码：RNECF）日本工厂因二月地震和三月火灾而受到阻碍。</blockquote></p><p> Taiwan’s three science industrial parks responsible for most of the chip-making facilities had to limit their water intake but were exempt from stoppages to date. However, it was affecting some of the companies.</p><p><blockquote>负责大部分芯片制造设施的台湾三个科学工业园区不得不限制用水量，但迄今为止并未停工。然而，它影响了一些公司。</blockquote></p><p> Alternative sources of water and acceleration of conservation would escalate the production costs after supply to one of its chip facilities were reduced, stated&nbsp;<b>Micron Technology Inc</b>&nbsp;(NASDAQ:&nbsp;MU), which had facilities in Taichung and Taoyuan.</p><p><blockquote>表示，在减少对其一个芯片工厂的供应后，替代水源和加速节约将增加生产成本<b>美光科技公司</b>（纳斯达克：MU），在台中和桃园设有设施。</blockquote></p><p> Hsinchu-based TSM and&nbsp;<b>United Microelectronics Corp</b>&nbsp;(NYSE:&nbsp;UMC) had secured alternate water supply sources. TSM was also trying to utilize groundwater from their construction sites.</p><p><blockquote>新竹TSM和<b>联合微电子公司</b>（纽约证券交易所代码：UMC）已获得替代供水来源。TSM还试图利用他们建筑工地的地下水。</blockquote></p><p> TSM did not estimate any significant impact on operations despite the tight water supply.</p><p><blockquote>尽管供水紧张，TSM估计不会对运营产生任何重大影响。</blockquote></p><p> However, Taiwan’s water crisis fueled by climate change could jeopardize global chip production due to their high production concentration in the island country, stated its officials and scholars.</p><p><blockquote>然而，台湾官员和学者表示，气候变化引发的台湾水危机可能会危及全球芯片生产，因为这些芯片的生产高度集中在这个岛国。</blockquote></p><p> Taiwan introduced a drought disaster response agency in October.</p><p><blockquote>台湾在10月引入了干旱灾害响应机构。</blockquote></p><p> The government stopped the water supply for two days per week to some parts of the island from April. TSM aimed to reduce its water requirement per unit by 30% from 2010 levels by 2030.</p><p><blockquote>从4月份开始，政府每周停止向该岛部分地区供水两天。TSM的目标是到2030年将单位用水量比2010年的水平减少30%。</blockquote></p><p> TSM accounted for around 4.5% of Taiwan’s GDP in 2018, and chip sales accounted for 64% of Taiwan’s export growth on average over the past five years.</p><p><blockquote>2018年，TSM约占台湾GDP的4.5%，过去五年芯片销售额平均占台湾出口增长的64%。</blockquote></p><p> Germany has sought Taiwan’s assistance to secure chip supply for German car manufacturers.</p><p><blockquote>德国已寻求台湾的帮助，以确保德国汽车制造商的芯片供应。</blockquote></p><p> <b>Price action:</b>&nbsp;TSM shares traded flat at $118.35 on the last check Friday.</p><p><blockquote><b>价格走势：</b>周五最后一次检查时，TSM股价持平于118.35美元。</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>Taiwan's Drought Poses Additional Threat To Looming Global Chip Crisis: WSJ<blockquote>《华尔街日报》：台湾干旱对迫在眉睫的全球芯片危机构成额外威胁</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\">\nTaiwan's Drought Poses Additional Threat To Looming Global Chip Crisis: WSJ<blockquote>《华尔街日报》：台湾干旱对迫在眉睫的全球芯片危机构成额外威胁</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-04-16 23:40</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Taiwan’s severe drought could aggravate the ongoing global chip crisis as semiconductor producers required a massive water supply to clean the wafer base, etch patterns, polish layers and rinse components throughout the manufacturing process, the&nbsp;Wall Street Journal reports.</p><p><blockquote>据《华尔街日报》报道，台湾的严重干旱可能会加剧持续的全球芯片危机，因为半导体生产商在整个制造过程中需要大量供水来清洁晶圆底座、蚀刻图案、抛光层和冲洗组件。</blockquote></p><p> Taiwan’s semiconductor wafer-fabrication factories (fabs) accounted for two-thirds of the global manufacturing capacity. Most of that capacity belonged to contract chip manufacturer&nbsp;<b>Taiwan Semiconductor Manufacturing Co Ltd</b>&nbsp;(NYSE:&nbsp;TSM).</p><p><blockquote>台湾的半导体晶圆厂（FAB）占全球制造能力的三分之二。大部分产能属于合同芯片制造商<b>台积电有限公司</b>（纽约证券交易所代码：TSM）。</blockquote></p><p> Taiwan derived most of its water reserves from seasonal typhoons. However, a lack of storms last year had choked supplies, prompting the government to start water rationing for over a million businesses and residents.</p><p><blockquote>台湾的大部分水资源储备来自季节性台风。然而，去年风暴的缺乏导致供应中断，促使政府开始对100多万企业和居民实行水配给。</blockquote></p><p> <b>Samsung Electronics Co Ltd</b>&nbsp;(OTC:&nbsp;SSNLF) had to&nbsp;temporarily shut down&nbsp;two of its Austin chip factories due to Texas weather anomalies. Auto chip manufacturer&nbsp;<b>Renesas Electronics Corp’s</b>&nbsp;(OTC:&nbsp;RNECF) Japanese plant was&nbsp;hampered by&nbsp;the February earthquake and a March fire.</p><p><blockquote><b>三星电子有限公司</b>（场外交易代码：SSNLF）由于得克萨斯州天气异常，不得不暂时关闭其奥斯汀的两家芯片工厂。汽车芯片制造商<b>瑞萨电子公司</b>（场外交易代码：RNECF）日本工厂因二月地震和三月火灾而受到阻碍。</blockquote></p><p> Taiwan’s three science industrial parks responsible for most of the chip-making facilities had to limit their water intake but were exempt from stoppages to date. However, it was affecting some of the companies.</p><p><blockquote>负责大部分芯片制造设施的台湾三个科学工业园区不得不限制用水量，但迄今为止并未停工。然而，它影响了一些公司。</blockquote></p><p> Alternative sources of water and acceleration of conservation would escalate the production costs after supply to one of its chip facilities were reduced, stated&nbsp;<b>Micron Technology Inc</b>&nbsp;(NASDAQ:&nbsp;MU), which had facilities in Taichung and Taoyuan.</p><p><blockquote>表示，在减少对其一个芯片工厂的供应后，替代水源和加速节约将增加生产成本<b>美光科技公司</b>（纳斯达克：MU），在台中和桃园设有设施。</blockquote></p><p> Hsinchu-based TSM and&nbsp;<b>United Microelectronics Corp</b>&nbsp;(NYSE:&nbsp;UMC) had secured alternate water supply sources. TSM was also trying to utilize groundwater from their construction sites.</p><p><blockquote>新竹TSM和<b>联合微电子公司</b>（纽约证券交易所代码：UMC）已获得替代供水来源。TSM还试图利用他们建筑工地的地下水。</blockquote></p><p> TSM did not estimate any significant impact on operations despite the tight water supply.</p><p><blockquote>尽管供水紧张，TSM估计不会对运营产生任何重大影响。</blockquote></p><p> However, Taiwan’s water crisis fueled by climate change could jeopardize global chip production due to their high production concentration in the island country, stated its officials and scholars.</p><p><blockquote>然而，台湾官员和学者表示，气候变化引发的台湾水危机可能会危及全球芯片生产，因为这些芯片的生产高度集中在这个岛国。</blockquote></p><p> Taiwan introduced a drought disaster response agency in October.</p><p><blockquote>台湾在10月引入了干旱灾害响应机构。</blockquote></p><p> The government stopped the water supply for two days per week to some parts of the island from April. TSM aimed to reduce its water requirement per unit by 30% from 2010 levels by 2030.</p><p><blockquote>从4月份开始，政府每周停止向该岛部分地区供水两天。TSM的目标是到2030年将单位用水量比2010年的水平减少30%。</blockquote></p><p> TSM accounted for around 4.5% of Taiwan’s GDP in 2018, and chip sales accounted for 64% of Taiwan’s export growth on average over the past five years.</p><p><blockquote>2018年，TSM约占台湾GDP的4.5%，过去五年芯片销售额平均占台湾出口增长的64%。</blockquote></p><p> Germany has sought Taiwan’s assistance to secure chip supply for German car manufacturers.</p><p><blockquote>德国已寻求台湾的帮助，以确保德国汽车制造商的芯片供应。</blockquote></p><p> <b>Price action:</b>&nbsp;TSM shares traded flat at $118.35 on the last check Friday.</p><p><blockquote><b>价格走势：</b>周五最后一次检查时，TSM股价持平于118.35美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","TSM":"台积电"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155509413","content_text":"Taiwan’s severe drought could aggravate the ongoing global chip crisis as semiconductor producers required a massive water supply to clean the wafer base, etch patterns, polish layers and rinse components throughout the manufacturing process, the Wall Street Journal reports.\nTaiwan’s semiconductor wafer-fabrication factories (fabs) accounted for two-thirds of the global manufacturing capacity. Most of that capacity belonged to contract chip manufacturer Taiwan Semiconductor Manufacturing Co Ltd (NYSE: TSM).\nTaiwan derived most of its water reserves from seasonal typhoons. However, a lack of storms last year had choked supplies, prompting the government to start water rationing for over a million businesses and residents.\nSamsung Electronics Co Ltd (OTC: SSNLF) had to temporarily shut down two of its Austin chip factories due to Texas weather anomalies. Auto chip manufacturer Renesas Electronics Corp’s (OTC: RNECF) Japanese plant was hampered by the February earthquake and a March fire.\nTaiwan’s three science industrial parks responsible for most of the chip-making facilities had to limit their water intake but were exempt from stoppages to date. However, it was affecting some of the companies.\nAlternative sources of water and acceleration of conservation would escalate the production costs after supply to one of its chip facilities were reduced, stated Micron Technology Inc (NASDAQ: MU), which had facilities in Taichung and Taoyuan.\nHsinchu-based TSM and United Microelectronics Corp (NYSE: UMC) had secured alternate water supply sources. TSM was also trying to utilize groundwater from their construction sites.\nTSM did not estimate any significant impact on operations despite the tight water supply.\nHowever, Taiwan’s water crisis fueled by climate change could jeopardize global chip production due to their high production concentration in the island country, stated its officials and scholars.\nTaiwan introduced a drought disaster response agency in October.\nThe government stopped the water supply for two days per week to some parts of the island from April. TSM aimed to reduce its water requirement per unit by 30% from 2010 levels by 2030.\nTSM accounted for around 4.5% of Taiwan’s GDP in 2018, and chip sales accounted for 64% of Taiwan’s export growth on average over the past five years.\nGermany has sought Taiwan’s assistance to secure chip supply for German car manufacturers.\nPrice action: TSM shares traded flat at $118.35 on the last check Friday.","news_type":1,"symbols_score_info":{"MU":0.9,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354983630,"gmtCreate":1617118580420,"gmtModify":1634522543834,"author":{"id":"3549788653484864","authorId":"3549788653484864","name":"navoyhot","avatar":"https://static.tigerbbs.com/8692178649b8135209aa3b327b034334","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549788653484864","authorIdStr":"3549788653484864"},"themes":[],"htmlText":"rise be a value stock","listText":"rise be a value stock","text":"rise be a value stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/354983630","repostId":"1163996400","repostType":4,"isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327251871,"gmtCreate":1616093537093,"gmtModify":1634527267936,"author":{"id":"3549788653484864","authorId":"3549788653484864","name":"navoyhot","avatar":"https://static.tigerbbs.com/8692178649b8135209aa3b327b034334","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549788653484864","authorIdStr":"3549788653484864"},"themes":[],"htmlText":"机构坑散户","listText":"机构坑散户","text":"机构坑散户","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/327251871","repostId":"2120165601","repostType":2,"repost":{"id":"2120165601","kind":"news","pubTimestamp":1616082504,"share":"https://www.laohu8.com/m/news/2120165601?lang=zh_CN&edition=full","pubTime":"2021-03-18 23:48","market":"hk","language":"zh","title":"油价久违大跌超4% 发生了什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=2120165601","media":"华尔街见闻","summary":"NYMEX轻质原油期货突然出现大幅跳水，盘中跌幅一度达到4%。有市场观点认为，这可能与市场对通胀的担忧情绪传导有关。","content":"<html><body><p>美国时段早间，NYMEX轻质原油期货突然出现大幅跳水，盘中跌幅一度达到4%。</p>\n<p>截止发稿时，主力2105合约报每桶62.16美元，跌3.82%。如果算上今天，油价已经是连续五日出现下跌，而从近期高位67.98美元开始计算的话，回撤幅度超过8.6%。</p>\n<p><img src=\"https://wpimg.wallstcn.com/289ca99e-3f9e-4698-8dad-ffda5d3f671b.png\"/></p>\n<p>对于近日油价出现下跌的原因，有市场观点认为，隔夜美股走低美元走强，反映了市场对通胀的担忧，而这种担忧情绪也传染给了大宗商品市场。根据<a href=\"https://laohu8.com/S/BAC\">美国银行</a>对基金经理进行的一项调查显示，目前市场最担心的两大因素分别为通胀和美联储政策。</p>\n<p>此外，短期价格因素也反映了市场前景相对脆弱，WTI原油出现期货升水，而布伦特原油期货贴水的情况也在减弱，表明市场供应偏紧的情况正在减退。</p>\n<p>有研究公司总裁在接受采访时表示，原油需求并没有像预期的那样恢复到正常水平，从短期来看，欧洲的疫苗消息绝对令人担忧，这会让人们认为布伦特原油70美元还不到时候。</p>\n<p>有分析师总结称，市场情绪正在改变，短期供需的变化为可能的光明前景蒙上了一层阴影。</p>\n<p>消息方面，国际能源署（IEA）上日发布月报数据显示，包括汽油与蒸馏油等制成品在内的整体库存出现明显上升。他们随后指出，考虑到市场供应充足，原油市场不会出现超级周期，任何有关石油短缺的担忧都是错误的。</p>\n<p>该机构在报告当中同时表示，汽油需求可能要到2023年才会恢复至正常水平，因为发展中国家的用油量增长可能会被发达国家转向电动车等的举动所抵消，再加上疫情当中工作模式出现转变，使得对原油的需求逐步减少。</p>\n<p>该机构认为，未来数年对汽油的需求会出现大幅缩减，难以推动油价出现急升。</p></body></html>","source":"wallstreetcn_api","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>油价久违大跌超4% 发生了什么？</title>\n<style 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}\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n油价久违大跌超4% 发生了什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-18 23:48 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3624266><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国时段早间，NYMEX轻质原油期货突然出现大幅跳水，盘中跌幅一度达到4%。\n截止发稿时，主力2105合约报每桶62.16美元，跌3.82%。如果算上今天，油价已经是连续五日出现下跌，而从近期高位67.98美元开始计算的话，回撤幅度超过8.6%。\n\n对于近日油价出现下跌的原因，有市场观点认为，隔夜美股走低美元走强，反映了市场对通胀的担忧，而这种担忧情绪也传染给了大宗商品市场。根据美国银行对基金经理...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3624266\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d26deea7720c8db4c30c727d9798d48e","relate_stocks":{"SCO":"二倍做空彭博原油指数ETF","DUG":"二倍做空石油与天然气ETF(ProShares)","DWT":"三倍做空原油ETN","USO":"美国原油ETF","UCO":"二倍做多彭博原油ETF","DDG":"ProShares做空石油与天然气ETF"},"source_url":"https://wallstreetcn.com/articles/3624266","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2120165601","content_text":"美国时段早间，NYMEX轻质原油期货突然出现大幅跳水，盘中跌幅一度达到4%。\n截止发稿时，主力2105合约报每桶62.16美元，跌3.82%。如果算上今天，油价已经是连续五日出现下跌，而从近期高位67.98美元开始计算的话，回撤幅度超过8.6%。\n\n对于近日油价出现下跌的原因，有市场观点认为，隔夜美股走低美元走强，反映了市场对通胀的担忧，而这种担忧情绪也传染给了大宗商品市场。根据美国银行对基金经理进行的一项调查显示，目前市场最担心的两大因素分别为通胀和美联储政策。\n此外，短期价格因素也反映了市场前景相对脆弱，WTI原油出现期货升水，而布伦特原油期货贴水的情况也在减弱，表明市场供应偏紧的情况正在减退。\n有研究公司总裁在接受采访时表示，原油需求并没有像预期的那样恢复到正常水平，从短期来看，欧洲的疫苗消息绝对令人担忧，这会让人们认为布伦特原油70美元还不到时候。\n有分析师总结称，市场情绪正在改变，短期供需的变化为可能的光明前景蒙上了一层阴影。\n消息方面，国际能源署（IEA）上日发布月报数据显示，包括汽油与蒸馏油等制成品在内的整体库存出现明显上升。他们随后指出，考虑到市场供应充足，原油市场不会出现超级周期，任何有关石油短缺的担忧都是错误的。\n该机构在报告当中同时表示，汽油需求可能要到2023年才会恢复至正常水平，因为发展中国家的用油量增长可能会被发达国家转向电动车等的举动所抵消，再加上疫情当中工作模式出现转变，使得对原油的需求逐步减少。\n该机构认为，未来数年对汽油的需求会出现大幅缩减，难以推动油价出现急升。","news_type":1,"symbols_score_info":{"DDG":0.6,"USO":0.6,"DWTIF":0.6,"UCO":0.6,"CLmain":0.9,"BZmain":0.6,"UWTIF":0.6,"SCO":0.6,"DUG":0.6,"DWT":0.6,"QMmain":0.6}},"isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852050941,"gmtCreate":1635226031560,"gmtModify":1635226032104,"author":{"id":"3549788653484864","authorId":"3549788653484864","name":"navoyhot","avatar":"https://static.tigerbbs.com/8692178649b8135209aa3b327b034334","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549788653484864","authorIdStr":"3549788653484864"},"themes":[],"htmlText":"intel is avoiding monopoly investigation","listText":"intel is avoiding monopoly investigation","text":"intel is avoiding monopoly investigation","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/852050941","repostId":"2177412181","repostType":4,"repost":{"id":"2177412181","kind":"highlight","pubTimestamp":1635219132,"share":"https://www.laohu8.com/m/news/2177412181?lang=zh_CN&edition=full","pubTime":"2021-10-26 11:32","market":"us","language":"en","title":"AMD earnings look to again succeed where Intel disappointed<blockquote>AMD盈利有望在英特尔失望的地方再次取得成功</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2177412181","media":"MarketWatch","summary":"AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analy","content":"<p>AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink</p><p><blockquote>AMD盈利预览：在英特尔连续两个季度下滑后，分析师现在指出，由于英特尔的利润率预计将萎缩，AMD的利润率将不断增长</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30ec3c9220844c561016f0de86f86f52\" tg-width=\"699\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Advanced Micro Devices Inc.’s growing series of Epyc server chips has been the talk of Wall Street in recent quarters, but that may switch to gross margins in this quarter’s earnings report.</span></p><p><blockquote><p class=\"t-img-caption\"><span>Advanced Micro Devices Inc.不断增长的Epyc服务器芯片系列最近几个季度一直是华尔街的热门话题，但在本季度的收益报告中，这可能会转向毛利率。</span></p></blockquote></p><p> Advanced Micro Devices Inc. is set to follow yet another rough earnings report from Intel Corp., and once again could show gains in an area that caused pain for its larger rival.</p><p><blockquote>超微设备公司（Advanced Micro Devices Inc.）将紧随英特尔公司（Intel Corp.）发布另一份粗略的收益报告，并可能再次在给其规模更大的竞争对手带来痛苦的领域显示收益。</blockquote></p><p> AMD&nbsp;is scheduled to report third-quarter earnings on Tuesday after the close of markets, after Intel&nbsp;reported an earnings beat Thursday that hardly mattered as revenue came in light. More important to analysts was Intel's forecast for declining margins over the next few years as its chief executive doubles down on new manufacturing capacity to try to retake its former glory as the undisputed chip leader.</p><p><blockquote>AMD定于周二收盘后公布第三季度收益，此前英特尔周四公布的收益超出预期，但随着收入的公布，这几乎无关紧要。对分析师来说，更重要的是英特尔预测未来几年利润率将下降，因为其首席执行官加倍投资新的制造能力，试图重新夺回其作为无可争议的芯片领导者的昔日荣耀。</blockquote></p><p> That led to downgrades on Friday and Intel's worst one-day performance since the chip leader said it was going to delay its next generation of chips, an announcement that had fired up even more investor support for AMD back then.</p><p><blockquote>这导致了周五的评级下调，以及英特尔自这家芯片领导者表示将推迟下一代芯片以来最糟糕的单日表现，这一声明当时引发了更多投资者对AMD的支持。</blockquote></p><p> Bernstein analyst Stacy Rasgon, who has a market perform rating on AMD and a $110 price target, said AMD will continue to benefit from Intel's transition, and called attention to an AMD metric that was one of enormous concern during Intel's call: Gross margins.</p><p><blockquote>Bernstein分析师Stacy Rasgon对AMD给予市场表现评级，目标价为110美元，她表示AMD将继续受益于英特尔的转型，并呼吁人们关注英特尔看涨期权期间备受关注的AMD指标之一：毛利率。</blockquote></p><p> \"We believe Street gross margin estimates appear unaggressive going forward (which is not something we have typically said for AMD), and the company is now (for the first time ever) starting to return cash,\" Rasgon said.</p><p><blockquote>拉斯贡表示：“我们认为，未来华尔街的毛利率预期似乎并不激进（这不是我们通常对AMD所说的），该公司现在（有史以来第一次）开始返还现金。”</blockquote></p><p> That underscores another show of how Intel and AMD are transitioning with respect to one another: Analysts on the Intel call were very concerned that Intel's margins were falling despite company assurances they would stay just above 50% for the next few years. Meanwhile, AMD gross margins have been rising, and are likely to break above 50%, if not in this earnings report, then sometime soon. Three months ago, AMD reported gross margins of 48%, up from 44% in the previous year.</p><p><blockquote>这再次凸显了英特尔和AMD如何相互转型：英特尔看涨期权上的分析师非常担心英特尔的利润率正在下降，尽管该公司保证未来几年利润率将保持在50%以上。与此同时，AMD的毛利率一直在上升，很可能会突破50%，如果不是在这份收益报告中，那么很快就会突破50%。三个月前，AMD公布的毛利率为48%，高于上一年的44%。</blockquote></p><p> While AMD is referred to as Intel's \"smaller rival,\" that gap has been steadily closing for a while now. At Friday's close, AMD had a market cap of $145.34 billion, or nearly 73% of Intel's $200.66 billion. Just this past summer, AMD's $111.5 billion valuation was a little more than half Intel's $219.5 billion cap.</p><p><blockquote>虽然AMD被称为英特尔的“较小竞争对手”，但这一差距已经稳步缩小了一段时间。截至周五收盘，AMD市值为1453.4亿美元，占英特尔2006.6亿美元市值的近73%。就在去年夏天，AMD 1115亿美元的估值略高于英特尔2195亿美元上限的一半。</blockquote></p><p> One other are to look at will be data-center sales, as finally swung to a gain in that important segment in the quarter. Over the past two quarters, Intel has posted significant year-over-year declines in the increasingly important category, while AMD has more than doubled its sales. That raises the question whether Intel clawed back some market share, or whether data-center sales were just generally better all around, which AMD's report could answer.</p><p><blockquote>另一个值得关注的是数据中心销售，该销售最终在本季度实现了增长。在过去的两个季度中，英特尔在这一日益重要的类别中的销售额同比大幅下降，而AMD的销售额则增长了一倍多。这就提出了一个问题：英特尔是否夺回了一些市场份额，或者数据中心的销售是否总体上更好，AMD的报告可以回答这个问题。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> <b>Earnings: </b>Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 66 cents a share, up from 41 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 72 cents a share.</p><p><blockquote><b>收益：</b>在FactSet调查的34名分析师中，AMD平均预计调整后每股收益为66美分，高于去年同期的每股41美分。Estimize是一个软件平台，众包对冲基金高管、券商、买方分析师和其他人对评级每股收益72美分的估计。</blockquote></p><p> <b>Revenue:</b> Of the 32 analysts polled by FactSet, AMD, on average, is expected to post revenue of $4.11 billion, up from the $2.8 billion reported in the year-ago quarter. AMD had forecast $4 billion to $4.2 billion. Estimize expects revenue of $4.22 billion.</p><p><blockquote><b>收入：</b>在FactSet调查的32名分析师中，AMD平均预计营收为41.1亿美元，高于去年同期的28亿美元。AMD此前预测为40亿至42亿美元。Estimize预计营收为42.2亿美元。</blockquote></p><p> <b>Stock movement:</b> While AMD earnings and sales have both topped Wall Street estimates over the past five quarterly reports, but shares only gained the next day twice, about three months ago and when the stock popped nearly 13% five quarters ago.</p><p><blockquote><b>股票变动：</b>尽管AMD在过去五份季度报告中的盈利和销售额均超出了华尔街的预期，但该股仅在第二天上涨了两次，分别是大约三个月前和五个季度前该股上涨了近13%。</blockquote></p><p> AMD shares rose 9.6% in the third quarter. In contrast, the PHLX Semiconductor Index declined 2.6%, the S&amp;P 500 index rose 0.2%, and the tech-heavy Nasdaq Composite Index declined 0.4%. On Friday, the day after Intel's report, AMD shares closed at a record high of $119.82.</p><p><blockquote>AMD股价第三季度上涨9.6%。相比之下，PHLX半导体指数下跌2.6%，标普500指数上涨0.2%，以科技股为主的纳斯达克综合指数下跌0.4%。周五，也就是英特尔发布报告的第二天，AMD股价收于119.82美元的历史新高。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> Cowen analyst Matthew Ramsay, who has an outperform rating and a $120 price target on AMD, said he's \"lookin' for more of the same.\"</p><p><blockquote>Cowen分析师马修·拉姆齐(Matthew Ramsay)对AMD给予跑赢大盘评级，目标价为120美元，他表示“正在寻找更多同样的结果”。</blockquote></p><p> \"We continue to monitor the PC market for signs of demand slowing or supply improving,\" Ramsay said. \"Near-term, we see resilient demand outside Chromebooks, but prefer a prudent/agnostic view on 2022 like AMD took on its last call.\"</p><p><blockquote>Ramsay表示：“我们将继续关注PC市场，寻找需求放缓或供应改善的迹象。”“短期内，我们看到Chromebook以外的需求具有弹性，但更倾向于对2022年采取谨慎/不可知论的观点，就像AMD在上一次看涨期权中采取的那样。”</blockquote></p><p> Earlier in the month, research firms released data showing that pandemic-fueled growth in PC shipments had slowed considerably as the world not only wrestles with a chip shortage but overall supply-chain issues.</p><p><blockquote>本月早些时候，研究公司发布的数据显示，疫情推动的个人电脑出货量增长已大幅放缓，因为世界不仅面临芯片短缺问题，还面临整体供应链问题。</blockquote></p><p></p><p> On data-center sales, Ramsay is even more optimistic estimating that segment will account for more than 25% of sales compared with less than 20% a year ago.</p><p><blockquote>在数据中心销售额方面，Ramsay更加乐观地估计该细分市场将占销售额的25%以上，而一年前这一比例还不到20%。</blockquote></p><p> \"We believe datacenter passing a quarter of AMD's business could draw investor attention,\" Ramsay said. \"We remind investors that the most important business for AMD remains datacenter, which we estimate doubled in 2020, with CEO Lisa Su noting she sees the business momentum accelerating in 2021.\"</p><p><blockquote>拉姆齐表示：“我们相信数据中心超过AMD四分之一的业务可能会引起投资者的关注。”“我们提醒投资者，AMD最重要的业务仍然是数据中心，我们估计该业务在2020年翻了一番，首席执行官Lisa Su指出，她预计2021年业务势头将加速。”</blockquote></p><p> Susquehanna Financial analyst Christopher Rolland, who has a positive rating and a $130 price target on AMD, said he expects another solid quarter driven by enterprise and server sales, but that \"given the slowing PC market, we do not expect mgmt to raise their FY top-line guidance as they have done in numerous updates over the last year.\"</p><p><blockquote>Susquehanna Financial分析师Christopher Rolland对AMD给予正面评级，目标价为130美元，他表示，他预计企业和服务器销售将推动另一个稳健的季度，但“鉴于PC市场放缓，我们预计管理层不会提高他们的财务业绩。”正如他们在去年的多次更新中所做的那样，顶线指导。”</blockquote></p><p> Still, Rolland expects AMD to report share gains from Intel in both desktop and laptop PCs as well as enterprise and gaming PCs.</p><p><blockquote>尽管如此，魅兰预计AMD在台式机和笔记本电脑以及企业级和游戏PC领域的份额将从英特尔增长。</blockquote></p><p> Of the 39 analysts who cover AMD, 23 have buy or overweight ratings, and 16 have hold ratings, with an average price target of $117.55.</p><p><blockquote>在关注AMD的39名分析师中，23名分析师给予买入或跑赢大盘评级，16名分析师给予持有评级，平均目标价为117.55美元。</blockquote></p><p></p>","source":"lsy1603348471595","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>AMD earnings look to again succeed where Intel disappointed<blockquote>AMD盈利有望在英特尔失望的地方再次取得成功</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; 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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\">\nAMD earnings look to again succeed where Intel disappointed<blockquote>AMD盈利有望在英特尔失望的地方再次取得成功</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-26 11:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink</p><p><blockquote>AMD盈利预览：在英特尔连续两个季度下滑后，分析师现在指出，由于英特尔的利润率预计将萎缩，AMD的利润率将不断增长</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30ec3c9220844c561016f0de86f86f52\" tg-width=\"699\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Advanced Micro Devices Inc.’s growing series of Epyc server chips has been the talk of Wall Street in recent quarters, but that may switch to gross margins in this quarter’s earnings report.</span></p><p><blockquote><p class=\"t-img-caption\"><span>Advanced Micro Devices Inc.不断增长的Epyc服务器芯片系列最近几个季度一直是华尔街的热门话题，但在本季度的收益报告中，这可能会转向毛利率。</span></p></blockquote></p><p> Advanced Micro Devices Inc. is set to follow yet another rough earnings report from Intel Corp., and once again could show gains in an area that caused pain for its larger rival.</p><p><blockquote>超微设备公司（Advanced Micro Devices Inc.）将紧随英特尔公司（Intel Corp.）发布另一份粗略的收益报告，并可能再次在给其规模更大的竞争对手带来痛苦的领域显示收益。</blockquote></p><p> AMD&nbsp;is scheduled to report third-quarter earnings on Tuesday after the close of markets, after Intel&nbsp;reported an earnings beat Thursday that hardly mattered as revenue came in light. More important to analysts was Intel's forecast for declining margins over the next few years as its chief executive doubles down on new manufacturing capacity to try to retake its former glory as the undisputed chip leader.</p><p><blockquote>AMD定于周二收盘后公布第三季度收益，此前英特尔周四公布的收益超出预期，但随着收入的公布，这几乎无关紧要。对分析师来说，更重要的是英特尔预测未来几年利润率将下降，因为其首席执行官加倍投资新的制造能力，试图重新夺回其作为无可争议的芯片领导者的昔日荣耀。</blockquote></p><p> That led to downgrades on Friday and Intel's worst one-day performance since the chip leader said it was going to delay its next generation of chips, an announcement that had fired up even more investor support for AMD back then.</p><p><blockquote>这导致了周五的评级下调，以及英特尔自这家芯片领导者表示将推迟下一代芯片以来最糟糕的单日表现，这一声明当时引发了更多投资者对AMD的支持。</blockquote></p><p> Bernstein analyst Stacy Rasgon, who has a market perform rating on AMD and a $110 price target, said AMD will continue to benefit from Intel's transition, and called attention to an AMD metric that was one of enormous concern during Intel's call: Gross margins.</p><p><blockquote>Bernstein分析师Stacy Rasgon对AMD给予市场表现评级，目标价为110美元，她表示AMD将继续受益于英特尔的转型，并呼吁人们关注英特尔看涨期权期间备受关注的AMD指标之一：毛利率。</blockquote></p><p> \"We believe Street gross margin estimates appear unaggressive going forward (which is not something we have typically said for AMD), and the company is now (for the first time ever) starting to return cash,\" Rasgon said.</p><p><blockquote>拉斯贡表示：“我们认为，未来华尔街的毛利率预期似乎并不激进（这不是我们通常对AMD所说的），该公司现在（有史以来第一次）开始返还现金。”</blockquote></p><p> That underscores another show of how Intel and AMD are transitioning with respect to one another: Analysts on the Intel call were very concerned that Intel's margins were falling despite company assurances they would stay just above 50% for the next few years. Meanwhile, AMD gross margins have been rising, and are likely to break above 50%, if not in this earnings report, then sometime soon. Three months ago, AMD reported gross margins of 48%, up from 44% in the previous year.</p><p><blockquote>这再次凸显了英特尔和AMD如何相互转型：英特尔看涨期权上的分析师非常担心英特尔的利润率正在下降，尽管该公司保证未来几年利润率将保持在50%以上。与此同时，AMD的毛利率一直在上升，很可能会突破50%，如果不是在这份收益报告中，那么很快就会突破50%。三个月前，AMD公布的毛利率为48%，高于上一年的44%。</blockquote></p><p> While AMD is referred to as Intel's \"smaller rival,\" that gap has been steadily closing for a while now. At Friday's close, AMD had a market cap of $145.34 billion, or nearly 73% of Intel's $200.66 billion. Just this past summer, AMD's $111.5 billion valuation was a little more than half Intel's $219.5 billion cap.</p><p><blockquote>虽然AMD被称为英特尔的“较小竞争对手”，但这一差距已经稳步缩小了一段时间。截至周五收盘，AMD市值为1453.4亿美元，占英特尔2006.6亿美元市值的近73%。就在去年夏天，AMD 1115亿美元的估值略高于英特尔2195亿美元上限的一半。</blockquote></p><p> One other are to look at will be data-center sales, as finally swung to a gain in that important segment in the quarter. Over the past two quarters, Intel has posted significant year-over-year declines in the increasingly important category, while AMD has more than doubled its sales. That raises the question whether Intel clawed back some market share, or whether data-center sales were just generally better all around, which AMD's report could answer.</p><p><blockquote>另一个值得关注的是数据中心销售，该销售最终在本季度实现了增长。在过去的两个季度中，英特尔在这一日益重要的类别中的销售额同比大幅下降，而AMD的销售额则增长了一倍多。这就提出了一个问题：英特尔是否夺回了一些市场份额，或者数据中心的销售是否总体上更好，AMD的报告可以回答这个问题。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> <b>Earnings: </b>Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 66 cents a share, up from 41 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 72 cents a share.</p><p><blockquote><b>收益：</b>在FactSet调查的34名分析师中，AMD平均预计调整后每股收益为66美分，高于去年同期的每股41美分。Estimize是一个软件平台，众包对冲基金高管、券商、买方分析师和其他人对评级每股收益72美分的估计。</blockquote></p><p> <b>Revenue:</b> Of the 32 analysts polled by FactSet, AMD, on average, is expected to post revenue of $4.11 billion, up from the $2.8 billion reported in the year-ago quarter. AMD had forecast $4 billion to $4.2 billion. Estimize expects revenue of $4.22 billion.</p><p><blockquote><b>收入：</b>在FactSet调查的32名分析师中，AMD平均预计营收为41.1亿美元，高于去年同期的28亿美元。AMD此前预测为40亿至42亿美元。Estimize预计营收为42.2亿美元。</blockquote></p><p> <b>Stock movement:</b> While AMD earnings and sales have both topped Wall Street estimates over the past five quarterly reports, but shares only gained the next day twice, about three months ago and when the stock popped nearly 13% five quarters ago.</p><p><blockquote><b>股票变动：</b>尽管AMD在过去五份季度报告中的盈利和销售额均超出了华尔街的预期，但该股仅在第二天上涨了两次，分别是大约三个月前和五个季度前该股上涨了近13%。</blockquote></p><p> AMD shares rose 9.6% in the third quarter. In contrast, the PHLX Semiconductor Index declined 2.6%, the S&amp;P 500 index rose 0.2%, and the tech-heavy Nasdaq Composite Index declined 0.4%. On Friday, the day after Intel's report, AMD shares closed at a record high of $119.82.</p><p><blockquote>AMD股价第三季度上涨9.6%。相比之下，PHLX半导体指数下跌2.6%，标普500指数上涨0.2%，以科技股为主的纳斯达克综合指数下跌0.4%。周五，也就是英特尔发布报告的第二天，AMD股价收于119.82美元的历史新高。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> Cowen analyst Matthew Ramsay, who has an outperform rating and a $120 price target on AMD, said he's \"lookin' for more of the same.\"</p><p><blockquote>Cowen分析师马修·拉姆齐(Matthew Ramsay)对AMD给予跑赢大盘评级，目标价为120美元，他表示“正在寻找更多同样的结果”。</blockquote></p><p> \"We continue to monitor the PC market for signs of demand slowing or supply improving,\" Ramsay said. \"Near-term, we see resilient demand outside Chromebooks, but prefer a prudent/agnostic view on 2022 like AMD took on its last call.\"</p><p><blockquote>Ramsay表示：“我们将继续关注PC市场，寻找需求放缓或供应改善的迹象。”“短期内，我们看到Chromebook以外的需求具有弹性，但更倾向于对2022年采取谨慎/不可知论的观点，就像AMD在上一次看涨期权中采取的那样。”</blockquote></p><p> Earlier in the month, research firms released data showing that pandemic-fueled growth in PC shipments had slowed considerably as the world not only wrestles with a chip shortage but overall supply-chain issues.</p><p><blockquote>本月早些时候，研究公司发布的数据显示，疫情推动的个人电脑出货量增长已大幅放缓，因为世界不仅面临芯片短缺问题，还面临整体供应链问题。</blockquote></p><p></p><p> On data-center sales, Ramsay is even more optimistic estimating that segment will account for more than 25% of sales compared with less than 20% a year ago.</p><p><blockquote>在数据中心销售额方面，Ramsay更加乐观地估计该细分市场将占销售额的25%以上，而一年前这一比例还不到20%。</blockquote></p><p> \"We believe datacenter passing a quarter of AMD's business could draw investor attention,\" Ramsay said. \"We remind investors that the most important business for AMD remains datacenter, which we estimate doubled in 2020, with CEO Lisa Su noting she sees the business momentum accelerating in 2021.\"</p><p><blockquote>拉姆齐表示：“我们相信数据中心超过AMD四分之一的业务可能会引起投资者的关注。”“我们提醒投资者，AMD最重要的业务仍然是数据中心，我们估计该业务在2020年翻了一番，首席执行官Lisa Su指出，她预计2021年业务势头将加速。”</blockquote></p><p> Susquehanna Financial analyst Christopher Rolland, who has a positive rating and a $130 price target on AMD, said he expects another solid quarter driven by enterprise and server sales, but that \"given the slowing PC market, we do not expect mgmt to raise their FY top-line guidance as they have done in numerous updates over the last year.\"</p><p><blockquote>Susquehanna Financial分析师Christopher Rolland对AMD给予正面评级，目标价为130美元，他表示，他预计企业和服务器销售将推动另一个稳健的季度，但“鉴于PC市场放缓，我们预计管理层不会提高他们的财务业绩。”正如他们在去年的多次更新中所做的那样，顶线指导。”</blockquote></p><p> Still, Rolland expects AMD to report share gains from Intel in both desktop and laptop PCs as well as enterprise and gaming PCs.</p><p><blockquote>尽管如此，魅兰预计AMD在台式机和笔记本电脑以及企业级和游戏PC领域的份额将从英特尔增长。</blockquote></p><p> Of the 39 analysts who cover AMD, 23 have buy or overweight ratings, and 16 have hold ratings, with an average price target of $117.55.</p><p><blockquote>在关注AMD的39名分析师中，23名分析师给予买入或跑赢大盘评级，16名分析师给予持有评级，平均目标价为117.55美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/amd-earnings-look-to-again-succeed-where-intel-disappointed-11634942264?mod=mw_quote_news\">MarketWatch</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":{"AMD":"美国超微公司"},"source_url":"https://www.marketwatch.com/story/amd-earnings-look-to-again-succeed-where-intel-disappointed-11634942264?mod=mw_quote_news","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177412181","content_text":"AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink\nAdvanced Micro Devices Inc.’s growing series of Epyc server chips has been the talk of Wall Street in recent quarters, but that may switch to gross margins in this quarter’s earnings report.\nAdvanced Micro Devices Inc. is set to follow yet another rough earnings report from Intel Corp., and once again could show gains in an area that caused pain for its larger rival.\nAMD is scheduled to report third-quarter earnings on Tuesday after the close of markets, after Intel reported an earnings beat Thursday that hardly mattered as revenue came in light. More important to analysts was Intel's forecast for declining margins over the next few years as its chief executive doubles down on new manufacturing capacity to try to retake its former glory as the undisputed chip leader.\nThat led to downgrades on Friday and Intel's worst one-day performance since the chip leader said it was going to delay its next generation of chips, an announcement that had fired up even more investor support for AMD back then.\nBernstein analyst Stacy Rasgon, who has a market perform rating on AMD and a $110 price target, said AMD will continue to benefit from Intel's transition, and called attention to an AMD metric that was one of enormous concern during Intel's call: Gross margins.\n\"We believe Street gross margin estimates appear unaggressive going forward (which is not something we have typically said for AMD), and the company is now (for the first time ever) starting to return cash,\" Rasgon said.\nThat underscores another show of how Intel and AMD are transitioning with respect to one another: Analysts on the Intel call were very concerned that Intel's margins were falling despite company assurances they would stay just above 50% for the next few years. Meanwhile, AMD gross margins have been rising, and are likely to break above 50%, if not in this earnings report, then sometime soon. Three months ago, AMD reported gross margins of 48%, up from 44% in the previous year.\nWhile AMD is referred to as Intel's \"smaller rival,\" that gap has been steadily closing for a while now. At Friday's close, AMD had a market cap of $145.34 billion, or nearly 73% of Intel's $200.66 billion. Just this past summer, AMD's $111.5 billion valuation was a little more than half Intel's $219.5 billion cap.\nOne other are to look at will be data-center sales, as finally swung to a gain in that important segment in the quarter. Over the past two quarters, Intel has posted significant year-over-year declines in the increasingly important category, while AMD has more than doubled its sales. That raises the question whether Intel clawed back some market share, or whether data-center sales were just generally better all around, which AMD's report could answer.\nWhat to expect\nEarnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 66 cents a share, up from 41 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 72 cents a share.\nRevenue: Of the 32 analysts polled by FactSet, AMD, on average, is expected to post revenue of $4.11 billion, up from the $2.8 billion reported in the year-ago quarter. AMD had forecast $4 billion to $4.2 billion. Estimize expects revenue of $4.22 billion.\nStock movement: While AMD earnings and sales have both topped Wall Street estimates over the past five quarterly reports, but shares only gained the next day twice, about three months ago and when the stock popped nearly 13% five quarters ago.\nAMD shares rose 9.6% in the third quarter. In contrast, the PHLX Semiconductor Index declined 2.6%, the S&P 500 index rose 0.2%, and the tech-heavy Nasdaq Composite Index declined 0.4%. On Friday, the day after Intel's report, AMD shares closed at a record high of $119.82.\nWhat analysts are saying\nCowen analyst Matthew Ramsay, who has an outperform rating and a $120 price target on AMD, said he's \"lookin' for more of the same.\"\n\"We continue to monitor the PC market for signs of demand slowing or supply improving,\" Ramsay said. \"Near-term, we see resilient demand outside Chromebooks, but prefer a prudent/agnostic view on 2022 like AMD took on its last call.\"\nEarlier in the month, research firms released data showing that pandemic-fueled growth in PC shipments had slowed considerably as the world not only wrestles with a chip shortage but overall supply-chain issues.\nOn data-center sales, Ramsay is even more optimistic estimating that segment will account for more than 25% of sales compared with less than 20% a year ago.\n\"We believe datacenter passing a quarter of AMD's business could draw investor attention,\" Ramsay said. \"We remind investors that the most important business for AMD remains datacenter, which we estimate doubled in 2020, with CEO Lisa Su noting she sees the business momentum accelerating in 2021.\"\nSusquehanna Financial analyst Christopher Rolland, who has a positive rating and a $130 price target on AMD, said he expects another solid quarter driven by enterprise and server sales, but that \"given the slowing PC market, we do not expect mgmt to raise their FY top-line guidance as they have done in numerous updates over the last year.\"\nStill, Rolland expects AMD to report share gains from Intel in both desktop and laptop PCs as well as enterprise and gaming PCs.\nOf the 39 analysts who cover AMD, 23 have buy or overweight ratings, and 16 have hold ratings, with an average price target of $117.55.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":4154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350834509,"gmtCreate":1616174821801,"gmtModify":1634526850627,"author":{"id":"3549788653484864","authorId":"3549788653484864","name":"navoyhot","avatar":"https://static.tigerbbs.com/8692178649b8135209aa3b327b034334","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549788653484864","authorIdStr":"3549788653484864"},"themes":[],"htmlText":"government pressure","listText":"government pressure","text":"government pressure","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350834509","repostId":"1136440314","repostType":4,"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":606888984,"gmtCreate":1638855966466,"gmtModify":1638855966817,"author":{"id":"3549788653484864","authorId":"3549788653484864","name":"navoyhot","avatar":"https://static.tigerbbs.com/8692178649b8135209aa3b327b034334","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549788653484864","authorIdStr":"3549788653484864"},"themes":[],"htmlText":"waiting for big short","listText":"waiting for big short","text":"waiting for big short","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606888984","repostId":"2189686612","repostType":4,"isVote":1,"tweetType":1,"viewCount":4282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825025668,"gmtCreate":1634180476061,"gmtModify":1634180476255,"author":{"id":"3549788653484864","authorId":"3549788653484864","name":"navoyhot","avatar":"https://static.tigerbbs.com/8692178649b8135209aa3b327b034334","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549788653484864","authorIdStr":"3549788653484864"},"themes":[],"htmlText":"it would do well to elaborate about economic stresses and its policy to help needy","listText":"it would do well to elaborate about economic stresses and its policy to help needy","text":"it would do well to elaborate about economic stresses and its policy to help needy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825025668","repostId":"1123802574","repostType":4,"repost":{"id":"1123802574","kind":"news","pubTimestamp":1634171544,"share":"https://www.laohu8.com/m/news/1123802574?lang=zh_CN&edition=full","pubTime":"2021-10-14 08:32","market":"sg","language":"en","title":"Singapore's central bank tightens policy in surprise move<blockquote>新加坡央行出人意料地收紧政策</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123802574","media":"Reuters","summary":"SINGAPORE, Oct 14 (Reuters) - Singapore's central bank unexpectedly tightened its monetary policy on","content":"<p>SINGAPORE, Oct 14 (Reuters) - Singapore's central bank unexpectedly tightened its monetary policy on Thursday, saying the move will ensure price stability over the medium-term.</p><p><blockquote>路透新加坡10月14日-新加坡央行周四意外收紧货币政策，称此举将确保中期物价稳定。</blockquote></p><p> The Monetary Authority of Singapore (MAS) manages monetary policy through exchange rate settings, rather than interest rates, letting the Singapore dollar rise or fall against the currencies of its main trading partners within an undisclosed band.</p><p><blockquote>新加坡金融管理局（MAS）通过汇率设置而不是利率来管理货币政策，让新加坡元兑其主要贸易伙伴的货币在一个未披露的区间内上涨或下跌。</blockquote></p><p> It adjusts its policy via three levers: the slope, mid-point and width of the policy band, known as the Nominal Effective Exchange Rate, or S$NEER.</p><p><blockquote>它通过三个杠杆调整政策：政策区间的斜率、中点和宽度，即名义有效汇率，或新元。</blockquote></p><p> The MAS said on Thursday it would raise slightly the slope of the policy band, from zero percent previously. The width of the band and the level at which it is centred will be unchanged, it said.</p><p><blockquote>新加坡金融管理局周四表示，将略微提高政策区间的斜率，此前为零。它说，波段的宽度和中心水平将保持不变。</blockquote></p><p> \"This appreciation path for the S$NEER policy band will ensure price stability over the medium term while recognising the risks to the economic recovery,\" the MAS said in its statement. It said core inflation is expected to rise to 1–2% next year, and close to 2% in the medium-term.</p><p><blockquote>金管局在声明中表示：“新元NEER政策区间的升值路径将确保中期价格稳定，同时认识到经济复苏的风险。”它表示，预计明年核心通胀率将升至1-2%，中期接近2%。</blockquote></p><p> The Singapore dollar jumped about 0.3% after the announcement to hit a three-week high of S$1.3475 per dollar.</p><p><blockquote>消息公布后，新加坡元上涨约0.3%，触及1美元兑1.3475新元的三周高点。</blockquote></p><p> Eleven of 13 economists polled by Reuters&nbsp;had forecast&nbsp;the MAS would keep its policy unchanged, while only two had expected a slight tightening.</p><p><blockquote>路透社调查的13位经济学家中，有11位预测金管局将维持政策不变，只有两位预计会小幅收紧政策。</blockquote></p><p> \"The economic and inflation assessment sounds definitely more sanguine for 2022 and it looks like they are focusing on cost pressures including labour costs, both domestic and imported,\" said Selena Ling, Head of Treasury Research &amp; Strategy, OCBC Bank.</p><p><blockquote>华侨银行资金研究与策略主管Selena Ling表示：“2022年的经济和通胀评估听起来肯定更加乐观，看起来他们正在关注成本压力，包括国内和进口劳动力成本。”</blockquote></p><p> \"Also surprising is that they have dropped all the caveats about downside risks apart from a brief phrase on the emergence of a vaccine-resistant virus strain or severe global economic stresses.\"</p><p><blockquote>“同样令人惊讶的是，除了关于出现疫苗耐药性病毒株或严重全球经济压力的简短措辞外，他们放弃了所有有关下行风险的警告。”</blockquote></p><p> Separate preliminary data on Thursday showed Singapore's economy grew 6.5% in the third quarter, broadly in line with economists' forecast.</p><p><blockquote>周四公布的另一份初步数据显示，新加坡第三季度经济增长6.5%，基本符合经济学家的预测。</blockquote></p><p> The MAS said GDP growth was expected to be 6–7% this year and register a slower but still-above trend pace in 2022.</p><p><blockquote>MAS表示，预计今年GDP增长为6-7%，2022年增速放缓，但仍高于趋势水平。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nSingapore's central bank tightens policy in surprise move<blockquote>新加坡央行出人意料地收紧政策</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-10-14 08:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>SINGAPORE, Oct 14 (Reuters) - Singapore's central bank unexpectedly tightened its monetary policy on Thursday, saying the move will ensure price stability over the medium-term.</p><p><blockquote>路透新加坡10月14日-新加坡央行周四意外收紧货币政策，称此举将确保中期物价稳定。</blockquote></p><p> The Monetary Authority of Singapore (MAS) manages monetary policy through exchange rate settings, rather than interest rates, letting the Singapore dollar rise or fall against the currencies of its main trading partners within an undisclosed band.</p><p><blockquote>新加坡金融管理局（MAS）通过汇率设置而不是利率来管理货币政策，让新加坡元兑其主要贸易伙伴的货币在一个未披露的区间内上涨或下跌。</blockquote></p><p> It adjusts its policy via three levers: the slope, mid-point and width of the policy band, known as the Nominal Effective Exchange Rate, or S$NEER.</p><p><blockquote>它通过三个杠杆调整政策：政策区间的斜率、中点和宽度，即名义有效汇率，或新元。</blockquote></p><p> The MAS said on Thursday it would raise slightly the slope of the policy band, from zero percent previously. The width of the band and the level at which it is centred will be unchanged, it said.</p><p><blockquote>新加坡金融管理局周四表示，将略微提高政策区间的斜率，此前为零。它说，波段的宽度和中心水平将保持不变。</blockquote></p><p> \"This appreciation path for the S$NEER policy band will ensure price stability over the medium term while recognising the risks to the economic recovery,\" the MAS said in its statement. It said core inflation is expected to rise to 1–2% next year, and close to 2% in the medium-term.</p><p><blockquote>金管局在声明中表示：“新元NEER政策区间的升值路径将确保中期价格稳定，同时认识到经济复苏的风险。”它表示，预计明年核心通胀率将升至1-2%，中期接近2%。</blockquote></p><p> The Singapore dollar jumped about 0.3% after the announcement to hit a three-week high of S$1.3475 per dollar.</p><p><blockquote>消息公布后，新加坡元上涨约0.3%，触及1美元兑1.3475新元的三周高点。</blockquote></p><p> Eleven of 13 economists polled by Reuters&nbsp;had forecast&nbsp;the MAS would keep its policy unchanged, while only two had expected a slight tightening.</p><p><blockquote>路透社调查的13位经济学家中，有11位预测金管局将维持政策不变，只有两位预计会小幅收紧政策。</blockquote></p><p> \"The economic and inflation assessment sounds definitely more sanguine for 2022 and it looks like they are focusing on cost pressures including labour costs, both domestic and imported,\" said Selena Ling, Head of Treasury Research &amp; Strategy, OCBC Bank.</p><p><blockquote>华侨银行资金研究与策略主管Selena Ling表示：“2022年的经济和通胀评估听起来肯定更加乐观，看起来他们正在关注成本压力，包括国内和进口劳动力成本。”</blockquote></p><p> \"Also surprising is that they have dropped all the caveats about downside risks apart from a brief phrase on the emergence of a vaccine-resistant virus strain or severe global economic stresses.\"</p><p><blockquote>“同样令人惊讶的是，除了关于出现疫苗耐药性病毒株或严重全球经济压力的简短措辞外，他们放弃了所有有关下行风险的警告。”</blockquote></p><p> Separate preliminary data on Thursday showed Singapore's economy grew 6.5% in the third quarter, broadly in line with economists' forecast.</p><p><blockquote>周四公布的另一份初步数据显示，新加坡第三季度经济增长6.5%，基本符合经济学家的预测。</blockquote></p><p> The MAS said GDP growth was expected to be 6–7% this year and register a slower but still-above trend pace in 2022.</p><p><blockquote>MAS表示，预计今年GDP增长为6-7%，2022年增速放缓，但仍高于趋势水平。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/world/asia-pacific/singapore-central-bank-tightens-policy-surprise-move-2021-10-14/\">Reuters</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":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.reuters.com/world/asia-pacific/singapore-central-bank-tightens-policy-surprise-move-2021-10-14/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123802574","content_text":"SINGAPORE, Oct 14 (Reuters) - Singapore's central bank unexpectedly tightened its monetary policy on Thursday, saying the move will ensure price stability over the medium-term.\nThe Monetary Authority of Singapore (MAS) manages monetary policy through exchange rate settings, rather than interest rates, letting the Singapore dollar rise or fall against the currencies of its main trading partners within an undisclosed band.\nIt adjusts its policy via three levers: the slope, mid-point and width of the policy band, known as the Nominal Effective Exchange Rate, or S$NEER.\nThe MAS said on Thursday it would raise slightly the slope of the policy band, from zero percent previously. The width of the band and the level at which it is centred will be unchanged, it said.\n\"This appreciation path for the S$NEER policy band will ensure price stability over the medium term while recognising the risks to the economic recovery,\" the MAS said in its statement. It said core inflation is expected to rise to 1–2% next year, and close to 2% in the medium-term.\nThe Singapore dollar jumped about 0.3% after the announcement to hit a three-week high of S$1.3475 per dollar.\nEleven of 13 economists polled by Reuters had forecast the MAS would keep its policy unchanged, while only two had expected a slight tightening.\n\"The economic and inflation assessment sounds definitely more sanguine for 2022 and it looks like they are focusing on cost pressures including labour costs, both domestic and imported,\" said Selena Ling, Head of Treasury Research & Strategy, OCBC Bank.\n\"Also surprising is that they have dropped all the caveats about downside risks apart from a brief phrase on the emergence of a vaccine-resistant virus strain or severe global economic stresses.\"\nSeparate preliminary data on Thursday showed Singapore's economy grew 6.5% in the third quarter, broadly in line with economists' forecast.\nThe MAS said GDP growth was expected to be 6–7% this year and register a slower but still-above trend pace in 2022.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":4648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}