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jacquelyn

jacquelyn

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2021-12-26

Won't go wrong buying these 2 stocks for long-term holding.

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2021-12-16

Like~

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2021-12-16

$Bank of America(BAC)$thank u BAC, for helping me recover some of my losses from aapl $185 calls 😂

2021-11-12

$TWTR Hmm.. should i average down? [汗颜]

2021-11-12

Too expensive...

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2021-11-12

Still holding that 1 free share given by Tiger... [笑哭]

Disney shares fell more than 8% in morning trading<blockquote>迪士尼股价早盘下跌逾8%</blockquote>

2021-10-29

$Ford(F)$Might have sold too early, but good to lock in profits!

2021-08-03

This article came in timely as I have just bought $PINS call last night. Hopefully the share price can start climbing up slowly and steadily.

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2021-06-30

How about IVR?

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2021-06-26

$Paysafe Ltd(PSFE)$Was lucky to buy 2 calls the day before the share price shot up. Happy with the profit although it would really be good if Tiger Broker could improve its platform's functionalities asap to accept Trail Sell order so that higher profits could be made.

2021-06-18

Took 3 days to form the word "TIGER" without exchanging any cards.

2021-05-21

Just DCA into QQQ

Today's Tech Sell-Off: Where to Invest $5,000 for the Next 5 Years<blockquote>今日科技股抛售：未来5年在哪里投资5,000美元</blockquote>

2021-05-20

Time to buy XLE ETF - long call to Y2022.

Forget the crypto chaos. Look at this underappreciated sector for stock-market gains, says strategist.<blockquote>忘记加密混乱吧。策略师表示，关注这个被低估的行业，寻找股市上涨的机会。</blockquote>

2021-05-15

Hope this will push up soxl

Semiconductor makers and users form a group to push for chip funding.<blockquote>半导体制造商和用户组成一个团体来推动芯片资金。</blockquote>

2021-05-15

Great~

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2021-05-15

Great~ i'm holding soxl [握手]

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,"authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581927499082603","idStr":"3581927499082603"},"themes":[],"title":"","htmlText":"Won't 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href=\"https://laohu8.com/S/BAC\">$Bank of America(BAC)$</a>thank u BAC, for helping me recover some of my losses from aapl $185 calls 😂","listText":"<a href=\"https://laohu8.com/S/BAC\">$Bank of America(BAC)$</a>thank u BAC, for helping me recover some of my losses from aapl $185 calls 😂","text":"$Bank of America(BAC)$thank u BAC, for helping me recover some of my losses from aapl $185 calls 😂","images":[{"img":"https://static.tigerbbs.com/56869e2d4ac918325099942e60efb71d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690268313","isVote":1,"tweetType":1,"viewCount":2253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":870749061,"gmtCreate":1636654191648,"gmtModify":1636654281319,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581927499082603","idStr":"3581927499082603"},"themes":[],"title":"","htmlText":"$TWTR Hmm.. should i average down?&nbsp;[汗颜]&nbsp;","listText":"$TWTR Hmm.. should i average down?&nbsp;[汗颜]&nbsp;","text":"$TWTR Hmm.. should i average down? [汗颜]","images":[{"img":"https://static.tigerbbs.com/0775adea257aa84a2af3612e5603bdb0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870749061","isVote":1,"tweetType":1,"viewCount":3826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":870722671,"gmtCreate":1636650643485,"gmtModify":1636650643573,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581927499082603","idStr":"3581927499082603"},"themes":[],"title":"","htmlText":"Too expensive...","listText":"Too expensive...","text":"Too expensive...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870722671","repostId":"2182106301","repostType":4,"isVote":1,"tweetType":1,"viewCount":2673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870726480,"gmtCreate":1636650460239,"gmtModify":1636650460426,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581927499082603","idStr":"3581927499082603"},"themes":[],"title":"","htmlText":"Still holding that 1 free share given by Tiger...&nbsp;[笑哭]&nbsp;","listText":"Still holding that 1 free share given by Tiger...&nbsp;[笑哭]&nbsp;","text":"Still holding that 1 free share given by Tiger... [笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/870726480","repostId":"1152431554","repostType":4,"repost":{"id":"1152431554","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":1636642592,"share":"https://www.laohu8.com/m/news/1152431554?lang=zh_CN&edition=full","pubTime":"2021-11-11 22:56","market":"us","language":"en","title":"Disney shares fell more than 8% in morning trading<blockquote>迪士尼股价早盘下跌逾8%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1152431554","media":"Tiger Newspress","summary":"Atlantic Equities is cutting Disney to Neutral from Buy in the wake of its earnings, pointing to direct-to-consumer additionsslowing more than expected.It is lowering its price target to $172 from $219 per share, just below the last closing price.\"Disney's focus on franchises led to excellent sign-up rates out of the gate, but we are increasingly convinced that the penetration of this fan base is close to saturated in launched markets,\" analyst Hamilton Faber writes in a note.\"While there are ne","content":"<p>Disney&nbsp;shares&nbsp;fell&nbsp;more&nbsp;than&nbsp;8%&nbsp;in&nbsp;morning&nbsp;trading.<img src=\"https://static.tigerbbs.com/17f05b19cd1d11648dfa9756186272f4\" tg-width=\"874\" tg-height=\"611\" width=\"100%\" height=\"auto\"></p><p><blockquote>迪士尼股价早盘下跌逾8%。</blockquote></p><p> Atlantic Equities is cutting Disney&nbsp;to Neutral from Buy in the wake of its earnings, pointing to direct-to-consumer additionsslowing more than expected.</p><p><blockquote>在迪士尼公布财报后，大西洋股票公司将迪士尼从买入下调至中性，指出直接面向消费者的增长放缓幅度超出预期。</blockquote></p><p> It is lowering its price target to $172 from $219 per share, just below the last closing price.</p><p><blockquote>该公司将目标价从每股219美元下调至172美元，略低于上次收盘价。</blockquote></p><p> \"Disney's focus on franchises led to excellent sign-up rates out of the gate, but we are increasingly convinced that the penetration of this fan base is close to saturated in launched markets,\" analyst Hamilton Faber writes in a note.</p><p><blockquote>分析师汉密尔顿·费伯(Hamilton Faber)在一份报告中写道：“迪士尼对特许经营权的关注导致了出色的签约率，但我们越来越相信，这一粉丝群在已推出市场的渗透率已接近饱和。”</blockquote></p><p> \"While there are new geographies to come, we believe volume growth will disappoint,\" Faber says. \"We are retaining our (sum of the parts) valuation but cutting our target DTC revenue multiple from 8x to 5x.\"</p><p><blockquote>“虽然新的地区即将到来，但我们相信销量增长将令人失望，”费伯说。“我们保留（各部分之和）估值，但将目标DTC收入倍数从8倍削减至5倍。”</blockquote></p><p> Faber adds that reiterated Disney+ subscriber guidance of 230-260M subs for 2024 looks aggressive and he is cutting his estimate slightly to 218M.</p><p><blockquote>Faber补充说，重申的2024年Disney+订阅用户指导为2.3亿至2.6亿，看起来很激进，他将预期小幅下调至2.18亿。</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>Disney shares fell more than 8% in morning trading<blockquote>迪士尼股价早盘下跌逾8%</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDisney shares fell more than 8% in morning trading<blockquote>迪士尼股价早盘下跌逾8%</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\">2021-11-11 22:56</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Disney&nbsp;shares&nbsp;fell&nbsp;more&nbsp;than&nbsp;8%&nbsp;in&nbsp;morning&nbsp;trading.<img src=\"https://static.tigerbbs.com/17f05b19cd1d11648dfa9756186272f4\" tg-width=\"874\" tg-height=\"611\" width=\"100%\" height=\"auto\"></p><p><blockquote>迪士尼股价早盘下跌逾8%。</blockquote></p><p> Atlantic Equities is cutting Disney&nbsp;to Neutral from Buy in the wake of its earnings, pointing to direct-to-consumer additionsslowing more than expected.</p><p><blockquote>在迪士尼公布财报后，大西洋股票公司将迪士尼从买入下调至中性，指出直接面向消费者的增长放缓幅度超出预期。</blockquote></p><p> It is lowering its price target to $172 from $219 per share, just below the last closing price.</p><p><blockquote>该公司将目标价从每股219美元下调至172美元，略低于上次收盘价。</blockquote></p><p> \"Disney's focus on franchises led to excellent sign-up rates out of the gate, but we are increasingly convinced that the penetration of this fan base is close to saturated in launched markets,\" analyst Hamilton Faber writes in a note.</p><p><blockquote>分析师汉密尔顿·费伯(Hamilton Faber)在一份报告中写道：“迪士尼对特许经营权的关注导致了出色的签约率，但我们越来越相信，这一粉丝群在已推出市场的渗透率已接近饱和。”</blockquote></p><p> \"While there are new geographies to come, we believe volume growth will disappoint,\" Faber says. \"We are retaining our (sum of the parts) valuation but cutting our target DTC revenue multiple from 8x to 5x.\"</p><p><blockquote>“虽然新的地区即将到来，但我们相信销量增长将令人失望，”费伯说。“我们保留（各部分之和）估值，但将目标DTC收入倍数从8倍削减至5倍。”</blockquote></p><p> Faber adds that reiterated Disney+ subscriber guidance of 230-260M subs for 2024 looks aggressive and he is cutting his estimate slightly to 218M.</p><p><blockquote>Faber补充说，重申的2024年Disney+订阅用户指导为2.3亿至2.6亿，看起来很激进，他将预期小幅下调至2.18亿。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152431554","content_text":"Disney shares fell more than 8% in morning trading.\nAtlantic Equities is cutting Disney to Neutral from Buy in the wake of its earnings, pointing to direct-to-consumer additionsslowing more than expected.\nIt is lowering its price target to $172 from $219 per share, just below the last closing price.\n\"Disney's focus on franchises led to excellent sign-up rates out of the gate, but we are increasingly convinced that the penetration of this fan base is close to saturated in launched markets,\" analyst Hamilton Faber writes in a note.\n\"While there are new geographies to come, we believe volume growth will disappoint,\" Faber says. \"We are retaining our (sum of the parts) valuation but cutting our target DTC revenue multiple from 8x to 5x.\"\nFaber adds that reiterated Disney+ subscriber guidance of 230-260M subs for 2024 looks aggressive and he is cutting his estimate slightly to 218M.","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":2663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857669775,"gmtCreate":1635522114896,"gmtModify":1635522114896,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581927499082603","idStr":"3581927499082603"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/F\">$Ford(F)$</a>Might have sold too early, but good to lock in profits!&nbsp;","listText":"<a href=\"https://laohu8.com/S/F\">$Ford(F)$</a>Might have sold too early, but good to lock in profits!&nbsp;","text":"$Ford(F)$Might have sold too early, but good to lock in profits!","images":[{"img":"https://static.tigerbbs.com/3e7dde22fcbd4bf59c255b4dc1364ce5","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857669775","isVote":1,"tweetType":1,"viewCount":2987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":807935088,"gmtCreate":1627995372944,"gmtModify":1633754567456,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581927499082603","idStr":"3581927499082603"},"themes":[],"title":"","htmlText":"This article came in timely as I have just bought $PINS call last night. Hopefully the share price can start climbing up slowly and steadily.","listText":"This article came in timely as I have just bought $PINS call last night. Hopefully the share price can start climbing up slowly and steadily.","text":"This article came in timely as I have just bought $PINS call last night. Hopefully the share price can start climbing up slowly and steadily.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807935088","repostId":"2156116066","repostType":4,"isVote":1,"tweetType":1,"viewCount":2326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151024503,"gmtCreate":1625059284902,"gmtModify":1633945362947,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581927499082603","idStr":"3581927499082603"},"themes":[],"title":"","htmlText":"How about IVR?&nbsp;","listText":"How about IVR?&nbsp;","text":"How about IVR?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151024503","repostId":"2147818632","repostType":4,"isVote":1,"tweetType":1,"viewCount":2612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125941007,"gmtCreate":1624643839209,"gmtModify":1631886377363,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581927499082603","idStr":"3581927499082603"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PSFE\">$Paysafe Ltd(PSFE)$</a>Was lucky to buy 2 calls the day before the share price shot up. Happy with the profit although it would really be good if Tiger Broker could improve its platform's functionalities asap to accept Trail Sell order so that higher profits could be made.&nbsp;","listText":"<a href=\"https://laohu8.com/S/PSFE\">$Paysafe Ltd(PSFE)$</a>Was lucky to buy 2 calls the day before the share price shot up. Happy with the profit although it would really be good if Tiger Broker could improve its platform's functionalities asap to accept Trail Sell order so that higher profits could be made.&nbsp;","text":"$Paysafe Ltd(PSFE)$Was lucky to buy 2 calls the day before the share price shot up. Happy with the profit although it would really be good if Tiger Broker could improve its platform's functionalities asap to accept Trail Sell order so that higher profits could be made.","images":[{"img":"https://static.tigerbbs.com/435fd0b6164e1c30373063ab7db27024","width":"1080","height":"1691"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/125941007","isVote":1,"tweetType":1,"viewCount":2381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":162086951,"gmtCreate":1624027616373,"gmtModify":1634023867424,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581927499082603","idStr":"3581927499082603"},"themes":[],"title":"","htmlText":"Took 3 days to form the word \"TIGER\" without exchanging any cards.","listText":"Took 3 days to form the word \"TIGER\" without exchanging any cards.","text":"Took 3 days to form the word \"TIGER\" without exchanging any cards.","images":[{"img":"https://static.tigerbbs.com/2b91c75b2610c8d1693a48105027f24a","width":"1080","height":"2222"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/162086951","isVote":1,"tweetType":1,"viewCount":825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":130661323,"gmtCreate":1621539102062,"gmtModify":1631884221799,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581927499082603","idStr":"3581927499082603"},"themes":[],"title":"","htmlText":"Just&nbsp;DCA into QQQ","listText":"Just&nbsp;DCA into QQQ","text":"Just DCA into QQQ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/130661323","repostId":"1114639105","repostType":4,"repost":{"id":"1114639105","kind":"news","pubTimestamp":1621524985,"share":"https://www.laohu8.com/m/news/1114639105?lang=zh_CN&edition=full","pubTime":"2021-05-20 23:36","market":"us","language":"en","title":"Today's Tech Sell-Off: Where to Invest $5,000 for the Next 5 Years<blockquote>今日科技股抛售：未来5年在哪里投资5,000美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1114639105","media":"Motley Fool","summary":"These tech giants might multiply your $5,000 investment substantially in the coming years.The Nasdaq-100 Technology Sector index has retreated more than 7% in the past month, bringing down the valuations of some fast-growing names in tech that were considered overvalued earlier. But one shouldn't forget that this same index has jumped more than 240% in the past five years, which means that a $5,000 investment in the index would be worth $17,000 now.Advanced Micro Devices  stock has done even bet","content":"<p>These tech giants might multiply your $5,000 investment substantially in the coming years.</p><p><blockquote>这些科技巨头可能会在未来几年大幅增加你的5000美元投资。</blockquote></p><p> The&nbsp;<b>Nasdaq-100 Technology Sector</b>&nbsp;index has retreated more than 7% in the past month, bringing down the valuations of some fast-growing names in tech that were considered overvalued earlier. But one shouldn't forget that this same index has jumped more than 240% in the past five years, which means that a $5,000 investment in the index would be worth $17,000 now.</p><p><blockquote>The<b>纳斯达克100指数科技板块</b>该指数在过去一个月下跌了7%以上，导致一些快速增长的科技公司的估值下降，这些公司此前被认为估值过高。但人们不应该忘记，同一指数在过去五年中上涨了240%以上，这意味着对该指数的5,000美元投资现在价值17,000美元。</blockquote></p><p> <b>Advanced Micro Devices</b>&nbsp;(NASDAQ:AMD)&nbsp;stock has done even better over five years, rising over 1,850% and turning $5,000 into nearly $100,000. Rival graphics card specialist&nbsp;<b>NVIDIA</b>(NASDAQ:NVDA)has soared over 1,200% over a similar period. Both stocks have pulled back thanks to the tech sell-off, but these two stocks could deliver outsized gains over the next five years as well, thanks to the catalysts they are sitting on. Let's find out why.</p><p><blockquote><b>先进微设备公司</b>（纳斯达克：AMD）股票五年来表现更好，上涨了1,850%以上，从5,000美元变成了近100,000美元。竞争对手显卡专家<b>英伟达</b>（纳斯达克：NVDA）同期飙升超过1,200%。由于科技股的抛售，这两只股票都出现了回调，但由于它们所处的催化剂，这两只股票也可能在未来五年内带来巨大的涨幅。让我们找出原因。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45c65cfc8b2918e175d465448db6ae7c\" tg-width=\"2000\" tg-height=\"1427\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>1. Advanced Micro Devices</b></p><p><blockquote><b>1.先进微设备公司</b></blockquote></p><p> AMD's fortunes have&nbsp;changed big time&nbsp;over the past five years. A competitive product lineup has allowed it to&nbsp;take market share away&nbsp;from&nbsp;<b>Intel</b>&nbsp;(NASDAQ:INTC)&nbsp;in the x86 processor market, a trend that's expected to continue in the next five years.</p><p><blockquote>过去五年，AMD的命运发生了巨大变化。具有竞争力的产品阵容使其能够从<b>英特尔</b>（纳斯达克：INTC）在x86处理器市场，这一趋势预计将在未来五年内持续下去。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c49fb00a03d9fc043669c6253b537fc8\" tg-width=\"720\" tg-height=\"387\"><span>AMD DATA BY YCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS提供的AMD数据</span></p></blockquote></p><p> AMD has made solid progress in the PC market through its Ryzen CPUs (central processing units) and Radeon GPUs (graphics processing units). According to the latest data&nbsp;from Steam Hardware Survey for April, AMD now controls almost 29.5% of the PC CPU space. It controlled 25% of the market in December 2020, with Intel holding the rest. Steam data is a credible source for PC market share information, as the platform is used by 120 million monthly active users worldwide.</p><p><blockquote>AMD通过其Ryzen CPU（中央处理器）和Radeon GPU（图形处理器）在PC市场取得了坚实的进展。根据Steam硬件调查4月份的最新数据，AMD现在控制了近29.5%的PC CPU空间。2020年12月，它控制了25%的市场份额，其余份额由英特尔持有。Steam数据是PC市场份额信息的可靠来源，因为该平台在全球有1.2亿月活跃用户使用。</blockquote></p><p> Meanwhile, Mercury Research estimates that AMD's desktop PC market share increased to 19.3% at the end of the first quarter, up from just 11.4% four years ago. It also holds 18% of the mobile CPU market. AMD's CPU market share is expected to&nbsp;jump as high as 50%&nbsp;in 2021 as per Wall Street. This doesn't seem surprising given thetechnology advantage&nbsp;AMD enjoys over Intel, as well as&nbsp;Chipzilla's troubles&nbsp;with getting its latest chips out of the gate.</p><p><blockquote>与此同时，Mercury Research估计，AMD在第一季度末的桌面PC市场份额从四年前的11.4%增至19.3%。它还占据了18%的移动CPU市场。据华尔街报道，AMD的CPU市场份额预计将在2021年跃升至50%。考虑到AMD相对于英特尔的技术优势，以及Chipzilla在推出最新芯片方面遇到的麻烦，这似乎并不奇怪。</blockquote></p><p> AMD has also turned on the heat in the laptop market. The company's Ryzen 5000 mobile processors are expected to&nbsp;power 50% more models&nbsp;this year and pave the way for more market share gains.</p><p><blockquote>AMD也开启了笔记本电脑市场的热度。该公司的锐龙5000移动处理器预计今年将为多50%的型号提供动力，并为更多的市场份额增长铺平道路。</blockquote></p><p> Meanwhile, AMD has made solid progress in the server processor market, finishing Q1 with an 8.9% share. It was nowhere to be seen in server processors four years ago, but the&nbsp;arrival of the EPYC chips&nbsp;has given it a big shot in the arm. AMD is poised to&nbsp;take away more market share&nbsp;from Intel in servers in the coming years and could make billions of dollars from this space.</p><p><blockquote>与此同时，AMD在服务器处理器市场取得了坚实的进展，第一季度以8.9%的份额结束。四年前，它在服务器处理器中还看不到，但EPYC芯片的到来给了它一剂强心针。AMD准备在未来几年从英特尔手中夺走更多服务器市场份额，并可能从这一领域赚取数十亿美元。</blockquote></p><p> On the other hand, the arrival of the latest gaming consoles from&nbsp;<b>Sony</b>&nbsp;and&nbsp;<b>Microsoft</b>&nbsp;that are powered by AMD's chips is&nbsp;moving the needle in a big way&nbsp;for the chipmaker. The PlayStation 5 has sold 7.8 million units so far. It is expected&nbsp;to sell over 200 million units over its lifetime, according to an analyst at Japanese firm Rakuten Securities, as compared to 116 million units of the previous generation PS4.</p><p><blockquote>另一方面，最新游戏机的到来<b>索尼</b>和<b>微软</b>由AMD芯片驱动的芯片对这家芯片制造商来说是一个巨大的推动。PlayStation 5迄今为止已售出780万台。据日本乐天证券公司（Rakuten Securities）的一位分析师称，预计它在其生命周期内的销量将超过2亿台，而上一代PS4的销量为1.16亿台。</blockquote></p><p> What's more, AMD is reportedly getting&nbsp;80% more revenue from each unit of the PS5 over the PS4. So, a combination of higher shipments and stronger revenue from each gaming console should unlock a massive revenue opportunity for the company in the long run. Not surprisingly, analysts expect&nbsp;AMD to deliver almost 30% annual earnings growth over the next five years -- making it a&nbsp;top growth stock&nbsp;where one can park $5,000 right now, given that it is trading at less than 28 times&nbsp;forward earnings.</p><p><blockquote>更重要的是，据报道，AMD从每台PS5中获得的收入比PS4多80%。因此，从长远来看，每台游戏机更高的出货量和更强劲的收入相结合，应该会为公司带来巨大的收入机会。毫不奇怪，分析师预计AMD在未来五年内将实现近30%的年盈利增长——鉴于其预期市盈率不到28倍，这使其成为目前可以投资5,000美元的顶级成长股。</blockquote></p><p> <b>2. NVIDIA</b></p><p><blockquote><b>2.英伟达</b></blockquote></p><p> NVIDIA has come a long way in the past five years. The chipmaker has&nbsp;branched out into&nbsp;several fast-growing applications such as data centers, artificial intelligence, autonomous cars, and&nbsp;5G wireless networks&nbsp;from supplying graphics cards for gaming PCs.</p><p><blockquote>英伟达在过去五年中取得了长足的进步。这家芯片制造商已从为游戏PC提供显卡扩展到数据中心、人工智能、自动驾驶汽车和5G无线网络等多个快速增长的应用领域。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60ad2c7070e39d4c3cca24654ff15c3d\" tg-width=\"720\" tg-height=\"387\"><span>NVDA DATA BY YCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS提供的NVDA数据</span></p></blockquote></p><p> Gaming continues to be NVIDIA's biggest source of revenue, accounting for 46% of its top line last fiscal year. The segment's revenue was up 41% in fiscal 2021 to $7.7 billion, thanks to the launch of NVIDIA's new RTX 30 series graphics cards, which have set the sales charts on fire by triggering a&nbsp;massive upgrade cycle.</p><p><blockquote>游戏仍然是英伟达最大的收入来源，占其上一财年营收的46%。得益于英伟达新RTX 30系列显卡的推出，该部门的收入在2021财年增长了41%，达到77亿美元，这些显卡通过引发大规模升级周期而点燃了销售排行榜。</blockquote></p><p></p><p> NVIDIA estimates that 85% of its installed base is yet to upgrade to the RTX series cards, which pack a&nbsp;huge performance bump&nbsp;at aggressive price points over prior generation cards. That's a huge opportunity, as NVIDIA's installed base of gaming graphics cards&nbsp;stands at 140 million. More importantly, the company's new GPUs are driving an increase in the average selling price (ASP).</p><p><blockquote>NVIDIA估计，其85%的安装基础尚未升级到RTX系列卡，与上一代卡相比，RTX系列卡的性能大幅提升，价格极具竞争力。这是一个巨大的机会，因为NVIDIA的游戏显卡安装基数为1.4亿。更重要的是，该公司的新GPU正在推动平均售价（ASP）的上涨。</blockquote></p><p> The latest Ampere-based GPUs recorded&nbsp;an ASP of $360 in the first six months of their launch thanks to an increase in the proportion of customers buying higher-priced cards. That's 20% higher than the previous generation Turing cards that had an ASP of $300 in the initial six months, and well above the $245 ASP of the Pascal cards that were released&nbsp;five years ago.</p><p><blockquote>由于购买高价卡的客户比例增加，最新的基于Ampere的GPU在推出的前六个月的平均售价为360美元。这比上一代图灵卡在最初六个月的平均售价为300美元高出20%，也远高于五年前发布的Pascal卡的平均售价245美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/248662e56d72ba00757a9c18076ebd6b\" tg-width=\"2000\" tg-height=\"1125\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> So, NVIDIA's gaming business could keep growing at a terrific pace over the next five years thanks to a combination of strong volumes and improved pricing. Jon Peddie Research estimates&nbsp;that 41.5 million discrete GPUs were sold in 2020, and NVIDIA&nbsp;dominated this market&nbsp;with a share of 82% at the end of the year. This bodes well for NVIDIA's future, as the GPU market is expected to clock annual growth of nearly 34% through 2027 as per third-party&nbsp;estimates.</p><p><blockquote>因此，得益于强劲的销量和改进的定价，英伟达的游戏业务可能会在未来五年内继续以惊人的速度增长。Jon Peddie Research估计，2020年售出了4150万个独立GPU，英伟达在年底以82%的份额主导了这一市场。这对NVIDIA的未来来说是个好兆头，因为根据第三方的估计，到2027年，GPU市场的年增长率预计将接近34%。</blockquote></p><p> Beyond gaming, NVIDIA is sitting on huge opportunities in nascent markets such as self-driving cars. The company has struck several partnerships in this space and has already lined up automotive design wins&nbsp;worth $8 billion&nbsp;for the next five years. This figure could keep growing thanks to NVIDIA's solid product roadmap, which indicates that it is working on more powerful self-driving platforms that should hit the market in the coming years.</p><p><blockquote>除了游戏之外，英伟达还在自动驾驶汽车等新兴市场坐拥巨大机遇。该公司已在该领域建立了多个合作伙伴关系，并已在未来五年内赢得了价值80亿美元的汽车设计大奖。由于英伟达坚实的产品路线图，这一数字可能会继续增长，这表明它正在开发更强大的自动驾驶平台，这些平台应该会在未来几年上市。</blockquote></p><p> Throw in the fact that NVIDIA's terrific growth in the data center market won't be fading any time soon, and investors will have one more reason to hold on to this tech titan. The data center business generated $6.7 billion in revenue in FY21, up 124% year over year. It accounted for 40% of the total revenue. NVIDIA is now branching out into new areas to ensure that this business keeps growing at elevated rates.</p><p><blockquote>再加上英伟达在数据中心市场的惊人增长不会很快消退，投资者将有更多理由持有这家科技巨头。数据中心业务在2021财年创造了67亿美元的收入，同比增长124%。占总收入的40%。NVIDIA现在正在拓展新领域，以确保该业务保持高速增长。</blockquote></p><p> It recently announced&nbsp;the Grace CPU, a server processor that's expected to go on sale in 2023. This would be new territory for NVIDIA, and success here could supercharge the company's data center business, as the server processor market is expected to be worth $19 billion&nbsp;by 2023.</p><p><blockquote>它最近宣布了Grace CPU，这是一款服务器处理器，预计将于2023年上市。这对英伟达来说将是一个新的领域，在这方面的成功可能会推动该公司的数据中心业务，因为预计到2023年，服务器处理器市场的价值将达到190亿美元。</blockquote></p><p> So, NVIDIA still has a lot of room for growth. Analysts forecast 20%-plus annual earnings growth for the next five years, though NVIDIA could do better if the new opportunities it is attacking bear fruit. In all, NVIDIA looks like a top stock where investors can park $5,000, as it is set for multi-year growth and trades at an attractive 36 times&nbsp;forward earnings as compared to 2020's average multiple of 46.</p><p><blockquote>所以，英伟达还有很大的增长空间。分析师预测未来五年的年盈利增长将超过20%，不过如果英伟达正在攻击的新机会取得成果，它可能会做得更好。总而言之，英伟达看起来是一只投资者可以投资5,000美元的顶级股票，因为它有望实现多年增长，并且预期市盈率为36倍，而2020年的平均市盈率为46倍，颇具吸引力。</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>Today's Tech Sell-Off: Where to Invest $5,000 for the Next 5 Years<blockquote>今日科技股抛售：未来5年在哪里投资5,000美元</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\">\nToday's Tech Sell-Off: Where to Invest $5,000 for the Next 5 Years<blockquote>今日科技股抛售：未来5年在哪里投资5,000美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-05-20 23:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p>These tech giants might multiply your $5,000 investment substantially in the coming years.</p><p><blockquote>这些科技巨头可能会在未来几年大幅增加你的5000美元投资。</blockquote></p><p> The&nbsp;<b>Nasdaq-100 Technology Sector</b>&nbsp;index has retreated more than 7% in the past month, bringing down the valuations of some fast-growing names in tech that were considered overvalued earlier. But one shouldn't forget that this same index has jumped more than 240% in the past five years, which means that a $5,000 investment in the index would be worth $17,000 now.</p><p><blockquote>The<b>纳斯达克100指数科技板块</b>该指数在过去一个月下跌了7%以上，导致一些快速增长的科技公司的估值下降，这些公司此前被认为估值过高。但人们不应该忘记，同一指数在过去五年中上涨了240%以上，这意味着对该指数的5,000美元投资现在价值17,000美元。</blockquote></p><p> <b>Advanced Micro Devices</b>&nbsp;(NASDAQ:AMD)&nbsp;stock has done even better over five years, rising over 1,850% and turning $5,000 into nearly $100,000. Rival graphics card specialist&nbsp;<b>NVIDIA</b>(NASDAQ:NVDA)has soared over 1,200% over a similar period. Both stocks have pulled back thanks to the tech sell-off, but these two stocks could deliver outsized gains over the next five years as well, thanks to the catalysts they are sitting on. Let's find out why.</p><p><blockquote><b>先进微设备公司</b>（纳斯达克：AMD）股票五年来表现更好，上涨了1,850%以上，从5,000美元变成了近100,000美元。竞争对手显卡专家<b>英伟达</b>（纳斯达克：NVDA）同期飙升超过1,200%。由于科技股的抛售，这两只股票都出现了回调，但由于它们所处的催化剂，这两只股票也可能在未来五年内带来巨大的涨幅。让我们找出原因。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45c65cfc8b2918e175d465448db6ae7c\" tg-width=\"2000\" tg-height=\"1427\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>1. Advanced Micro Devices</b></p><p><blockquote><b>1.先进微设备公司</b></blockquote></p><p> AMD's fortunes have&nbsp;changed big time&nbsp;over the past five years. A competitive product lineup has allowed it to&nbsp;take market share away&nbsp;from&nbsp;<b>Intel</b>&nbsp;(NASDAQ:INTC)&nbsp;in the x86 processor market, a trend that's expected to continue in the next five years.</p><p><blockquote>过去五年，AMD的命运发生了巨大变化。具有竞争力的产品阵容使其能够从<b>英特尔</b>（纳斯达克：INTC）在x86处理器市场，这一趋势预计将在未来五年内持续下去。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c49fb00a03d9fc043669c6253b537fc8\" tg-width=\"720\" tg-height=\"387\"><span>AMD DATA BY YCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS提供的AMD数据</span></p></blockquote></p><p> AMD has made solid progress in the PC market through its Ryzen CPUs (central processing units) and Radeon GPUs (graphics processing units). According to the latest data&nbsp;from Steam Hardware Survey for April, AMD now controls almost 29.5% of the PC CPU space. It controlled 25% of the market in December 2020, with Intel holding the rest. Steam data is a credible source for PC market share information, as the platform is used by 120 million monthly active users worldwide.</p><p><blockquote>AMD通过其Ryzen CPU（中央处理器）和Radeon GPU（图形处理器）在PC市场取得了坚实的进展。根据Steam硬件调查4月份的最新数据，AMD现在控制了近29.5%的PC CPU空间。2020年12月，它控制了25%的市场份额，其余份额由英特尔持有。Steam数据是PC市场份额信息的可靠来源，因为该平台在全球有1.2亿月活跃用户使用。</blockquote></p><p> Meanwhile, Mercury Research estimates that AMD's desktop PC market share increased to 19.3% at the end of the first quarter, up from just 11.4% four years ago. It also holds 18% of the mobile CPU market. AMD's CPU market share is expected to&nbsp;jump as high as 50%&nbsp;in 2021 as per Wall Street. This doesn't seem surprising given thetechnology advantage&nbsp;AMD enjoys over Intel, as well as&nbsp;Chipzilla's troubles&nbsp;with getting its latest chips out of the gate.</p><p><blockquote>与此同时，Mercury Research估计，AMD在第一季度末的桌面PC市场份额从四年前的11.4%增至19.3%。它还占据了18%的移动CPU市场。据华尔街报道，AMD的CPU市场份额预计将在2021年跃升至50%。考虑到AMD相对于英特尔的技术优势，以及Chipzilla在推出最新芯片方面遇到的麻烦，这似乎并不奇怪。</blockquote></p><p> AMD has also turned on the heat in the laptop market. The company's Ryzen 5000 mobile processors are expected to&nbsp;power 50% more models&nbsp;this year and pave the way for more market share gains.</p><p><blockquote>AMD也开启了笔记本电脑市场的热度。该公司的锐龙5000移动处理器预计今年将为多50%的型号提供动力，并为更多的市场份额增长铺平道路。</blockquote></p><p> Meanwhile, AMD has made solid progress in the server processor market, finishing Q1 with an 8.9% share. It was nowhere to be seen in server processors four years ago, but the&nbsp;arrival of the EPYC chips&nbsp;has given it a big shot in the arm. AMD is poised to&nbsp;take away more market share&nbsp;from Intel in servers in the coming years and could make billions of dollars from this space.</p><p><blockquote>与此同时，AMD在服务器处理器市场取得了坚实的进展，第一季度以8.9%的份额结束。四年前，它在服务器处理器中还看不到，但EPYC芯片的到来给了它一剂强心针。AMD准备在未来几年从英特尔手中夺走更多服务器市场份额，并可能从这一领域赚取数十亿美元。</blockquote></p><p> On the other hand, the arrival of the latest gaming consoles from&nbsp;<b>Sony</b>&nbsp;and&nbsp;<b>Microsoft</b>&nbsp;that are powered by AMD's chips is&nbsp;moving the needle in a big way&nbsp;for the chipmaker. The PlayStation 5 has sold 7.8 million units so far. It is expected&nbsp;to sell over 200 million units over its lifetime, according to an analyst at Japanese firm Rakuten Securities, as compared to 116 million units of the previous generation PS4.</p><p><blockquote>另一方面，最新游戏机的到来<b>索尼</b>和<b>微软</b>由AMD芯片驱动的芯片对这家芯片制造商来说是一个巨大的推动。PlayStation 5迄今为止已售出780万台。据日本乐天证券公司（Rakuten Securities）的一位分析师称，预计它在其生命周期内的销量将超过2亿台，而上一代PS4的销量为1.16亿台。</blockquote></p><p> What's more, AMD is reportedly getting&nbsp;80% more revenue from each unit of the PS5 over the PS4. So, a combination of higher shipments and stronger revenue from each gaming console should unlock a massive revenue opportunity for the company in the long run. Not surprisingly, analysts expect&nbsp;AMD to deliver almost 30% annual earnings growth over the next five years -- making it a&nbsp;top growth stock&nbsp;where one can park $5,000 right now, given that it is trading at less than 28 times&nbsp;forward earnings.</p><p><blockquote>更重要的是，据报道，AMD从每台PS5中获得的收入比PS4多80%。因此，从长远来看，每台游戏机更高的出货量和更强劲的收入相结合，应该会为公司带来巨大的收入机会。毫不奇怪，分析师预计AMD在未来五年内将实现近30%的年盈利增长——鉴于其预期市盈率不到28倍，这使其成为目前可以投资5,000美元的顶级成长股。</blockquote></p><p> <b>2. NVIDIA</b></p><p><blockquote><b>2.英伟达</b></blockquote></p><p> NVIDIA has come a long way in the past five years. The chipmaker has&nbsp;branched out into&nbsp;several fast-growing applications such as data centers, artificial intelligence, autonomous cars, and&nbsp;5G wireless networks&nbsp;from supplying graphics cards for gaming PCs.</p><p><blockquote>英伟达在过去五年中取得了长足的进步。这家芯片制造商已从为游戏PC提供显卡扩展到数据中心、人工智能、自动驾驶汽车和5G无线网络等多个快速增长的应用领域。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60ad2c7070e39d4c3cca24654ff15c3d\" tg-width=\"720\" tg-height=\"387\"><span>NVDA DATA BY YCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS提供的NVDA数据</span></p></blockquote></p><p> Gaming continues to be NVIDIA's biggest source of revenue, accounting for 46% of its top line last fiscal year. The segment's revenue was up 41% in fiscal 2021 to $7.7 billion, thanks to the launch of NVIDIA's new RTX 30 series graphics cards, which have set the sales charts on fire by triggering a&nbsp;massive upgrade cycle.</p><p><blockquote>游戏仍然是英伟达最大的收入来源，占其上一财年营收的46%。得益于英伟达新RTX 30系列显卡的推出，该部门的收入在2021财年增长了41%，达到77亿美元，这些显卡通过引发大规模升级周期而点燃了销售排行榜。</blockquote></p><p></p><p> NVIDIA estimates that 85% of its installed base is yet to upgrade to the RTX series cards, which pack a&nbsp;huge performance bump&nbsp;at aggressive price points over prior generation cards. That's a huge opportunity, as NVIDIA's installed base of gaming graphics cards&nbsp;stands at 140 million. More importantly, the company's new GPUs are driving an increase in the average selling price (ASP).</p><p><blockquote>NVIDIA估计，其85%的安装基础尚未升级到RTX系列卡，与上一代卡相比，RTX系列卡的性能大幅提升，价格极具竞争力。这是一个巨大的机会，因为NVIDIA的游戏显卡安装基数为1.4亿。更重要的是，该公司的新GPU正在推动平均售价（ASP）的上涨。</blockquote></p><p> The latest Ampere-based GPUs recorded&nbsp;an ASP of $360 in the first six months of their launch thanks to an increase in the proportion of customers buying higher-priced cards. That's 20% higher than the previous generation Turing cards that had an ASP of $300 in the initial six months, and well above the $245 ASP of the Pascal cards that were released&nbsp;five years ago.</p><p><blockquote>由于购买高价卡的客户比例增加，最新的基于Ampere的GPU在推出的前六个月的平均售价为360美元。这比上一代图灵卡在最初六个月的平均售价为300美元高出20%，也远高于五年前发布的Pascal卡的平均售价245美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/248662e56d72ba00757a9c18076ebd6b\" tg-width=\"2000\" tg-height=\"1125\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> So, NVIDIA's gaming business could keep growing at a terrific pace over the next five years thanks to a combination of strong volumes and improved pricing. Jon Peddie Research estimates&nbsp;that 41.5 million discrete GPUs were sold in 2020, and NVIDIA&nbsp;dominated this market&nbsp;with a share of 82% at the end of the year. This bodes well for NVIDIA's future, as the GPU market is expected to clock annual growth of nearly 34% through 2027 as per third-party&nbsp;estimates.</p><p><blockquote>因此，得益于强劲的销量和改进的定价，英伟达的游戏业务可能会在未来五年内继续以惊人的速度增长。Jon Peddie Research估计，2020年售出了4150万个独立GPU，英伟达在年底以82%的份额主导了这一市场。这对NVIDIA的未来来说是个好兆头，因为根据第三方的估计，到2027年，GPU市场的年增长率预计将接近34%。</blockquote></p><p> Beyond gaming, NVIDIA is sitting on huge opportunities in nascent markets such as self-driving cars. The company has struck several partnerships in this space and has already lined up automotive design wins&nbsp;worth $8 billion&nbsp;for the next five years. This figure could keep growing thanks to NVIDIA's solid product roadmap, which indicates that it is working on more powerful self-driving platforms that should hit the market in the coming years.</p><p><blockquote>除了游戏之外，英伟达还在自动驾驶汽车等新兴市场坐拥巨大机遇。该公司已在该领域建立了多个合作伙伴关系，并已在未来五年内赢得了价值80亿美元的汽车设计大奖。由于英伟达坚实的产品路线图，这一数字可能会继续增长，这表明它正在开发更强大的自动驾驶平台，这些平台应该会在未来几年上市。</blockquote></p><p> Throw in the fact that NVIDIA's terrific growth in the data center market won't be fading any time soon, and investors will have one more reason to hold on to this tech titan. The data center business generated $6.7 billion in revenue in FY21, up 124% year over year. It accounted for 40% of the total revenue. NVIDIA is now branching out into new areas to ensure that this business keeps growing at elevated rates.</p><p><blockquote>再加上英伟达在数据中心市场的惊人增长不会很快消退，投资者将有更多理由持有这家科技巨头。数据中心业务在2021财年创造了67亿美元的收入，同比增长124%。占总收入的40%。NVIDIA现在正在拓展新领域，以确保该业务保持高速增长。</blockquote></p><p> It recently announced&nbsp;the Grace CPU, a server processor that's expected to go on sale in 2023. This would be new territory for NVIDIA, and success here could supercharge the company's data center business, as the server processor market is expected to be worth $19 billion&nbsp;by 2023.</p><p><blockquote>它最近宣布了Grace CPU，这是一款服务器处理器，预计将于2023年上市。这对英伟达来说将是一个新的领域，在这方面的成功可能会推动该公司的数据中心业务，因为预计到2023年，服务器处理器市场的价值将达到190亿美元。</blockquote></p><p> So, NVIDIA still has a lot of room for growth. Analysts forecast 20%-plus annual earnings growth for the next five years, though NVIDIA could do better if the new opportunities it is attacking bear fruit. In all, NVIDIA looks like a top stock where investors can park $5,000, as it is set for multi-year growth and trades at an attractive 36 times&nbsp;forward earnings as compared to 2020's average multiple of 46.</p><p><blockquote>所以，英伟达还有很大的增长空间。分析师预测未来五年的年盈利增长将超过20%，不过如果英伟达正在攻击的新机会取得成果，它可能会做得更好。总而言之，英伟达看起来是一只投资者可以投资5,000美元的顶级股票，因为它有望实现多年增长，并且预期市盈率为36倍，而2020年的平均市盈率为46倍，颇具吸引力。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/05/20/tech-sell-off-where-invest-5000-for-next-5-years/\">Motley Fool</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","NVDA":"英伟达","NDX":"纳斯达克100指数"},"source_url":"https://www.fool.com/investing/2021/05/20/tech-sell-off-where-invest-5000-for-next-5-years/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114639105","content_text":"These tech giants might multiply your $5,000 investment substantially in the coming years.\nThe Nasdaq-100 Technology Sector index has retreated more than 7% in the past month, bringing down the valuations of some fast-growing names in tech that were considered overvalued earlier. But one shouldn't forget that this same index has jumped more than 240% in the past five years, which means that a $5,000 investment in the index would be worth $17,000 now.\nAdvanced Micro Devices (NASDAQ:AMD) stock has done even better over five years, rising over 1,850% and turning $5,000 into nearly $100,000. Rival graphics card specialist NVIDIA(NASDAQ:NVDA)has soared over 1,200% over a similar period. Both stocks have pulled back thanks to the tech sell-off, but these two stocks could deliver outsized gains over the next five years as well, thanks to the catalysts they are sitting on. Let's find out why.\nIMAGE SOURCE: GETTY IMAGES.\n1. Advanced Micro Devices\nAMD's fortunes have changed big time over the past five years. A competitive product lineup has allowed it to take market share away from Intel (NASDAQ:INTC) in the x86 processor market, a trend that's expected to continue in the next five years.\nAMD DATA BY YCHARTS\nAMD has made solid progress in the PC market through its Ryzen CPUs (central processing units) and Radeon GPUs (graphics processing units). According to the latest data from Steam Hardware Survey for April, AMD now controls almost 29.5% of the PC CPU space. It controlled 25% of the market in December 2020, with Intel holding the rest. Steam data is a credible source for PC market share information, as the platform is used by 120 million monthly active users worldwide.\nMeanwhile, Mercury Research estimates that AMD's desktop PC market share increased to 19.3% at the end of the first quarter, up from just 11.4% four years ago. It also holds 18% of the mobile CPU market. AMD's CPU market share is expected to jump as high as 50% in 2021 as per Wall Street. This doesn't seem surprising given thetechnology advantage AMD enjoys over Intel, as well as Chipzilla's troubles with getting its latest chips out of the gate.\nAMD has also turned on the heat in the laptop market. The company's Ryzen 5000 mobile processors are expected to power 50% more models this year and pave the way for more market share gains.\nMeanwhile, AMD has made solid progress in the server processor market, finishing Q1 with an 8.9% share. It was nowhere to be seen in server processors four years ago, but the arrival of the EPYC chips has given it a big shot in the arm. AMD is poised to take away more market share from Intel in servers in the coming years and could make billions of dollars from this space.\nOn the other hand, the arrival of the latest gaming consoles from Sony and Microsoft that are powered by AMD's chips is moving the needle in a big way for the chipmaker. The PlayStation 5 has sold 7.8 million units so far. It is expected to sell over 200 million units over its lifetime, according to an analyst at Japanese firm Rakuten Securities, as compared to 116 million units of the previous generation PS4.\nWhat's more, AMD is reportedly getting 80% more revenue from each unit of the PS5 over the PS4. So, a combination of higher shipments and stronger revenue from each gaming console should unlock a massive revenue opportunity for the company in the long run. Not surprisingly, analysts expect AMD to deliver almost 30% annual earnings growth over the next five years -- making it a top growth stock where one can park $5,000 right now, given that it is trading at less than 28 times forward earnings.\n2. NVIDIA\nNVIDIA has come a long way in the past five years. The chipmaker has branched out into several fast-growing applications such as data centers, artificial intelligence, autonomous cars, and 5G wireless networks from supplying graphics cards for gaming PCs.\nNVDA DATA BY YCHARTS\nGaming continues to be NVIDIA's biggest source of revenue, accounting for 46% of its top line last fiscal year. The segment's revenue was up 41% in fiscal 2021 to $7.7 billion, thanks to the launch of NVIDIA's new RTX 30 series graphics cards, which have set the sales charts on fire by triggering a massive upgrade cycle.\nNVIDIA estimates that 85% of its installed base is yet to upgrade to the RTX series cards, which pack a huge performance bump at aggressive price points over prior generation cards. That's a huge opportunity, as NVIDIA's installed base of gaming graphics cards stands at 140 million. More importantly, the company's new GPUs are driving an increase in the average selling price (ASP).\nThe latest Ampere-based GPUs recorded an ASP of $360 in the first six months of their launch thanks to an increase in the proportion of customers buying higher-priced cards. That's 20% higher than the previous generation Turing cards that had an ASP of $300 in the initial six months, and well above the $245 ASP of the Pascal cards that were released five years ago.\nIMAGE SOURCE: GETTY IMAGES.\nSo, NVIDIA's gaming business could keep growing at a terrific pace over the next five years thanks to a combination of strong volumes and improved pricing. Jon Peddie Research estimates that 41.5 million discrete GPUs were sold in 2020, and NVIDIA dominated this market with a share of 82% at the end of the year. This bodes well for NVIDIA's future, as the GPU market is expected to clock annual growth of nearly 34% through 2027 as per third-party estimates.\nBeyond gaming, NVIDIA is sitting on huge opportunities in nascent markets such as self-driving cars. The company has struck several partnerships in this space and has already lined up automotive design wins worth $8 billion for the next five years. This figure could keep growing thanks to NVIDIA's solid product roadmap, which indicates that it is working on more powerful self-driving platforms that should hit the market in the coming years.\nThrow in the fact that NVIDIA's terrific growth in the data center market won't be fading any time soon, and investors will have one more reason to hold on to this tech titan. The data center business generated $6.7 billion in revenue in FY21, up 124% year over year. It accounted for 40% of the total revenue. NVIDIA is now branching out into new areas to ensure that this business keeps growing at elevated rates.\nIt recently announced the Grace CPU, a server processor that's expected to go on sale in 2023. This would be new territory for NVIDIA, and success here could supercharge the company's data center business, as the server processor market is expected to be worth $19 billion by 2023.\nSo, NVIDIA still has a lot of room for growth. Analysts forecast 20%-plus annual earnings growth for the next five years, though NVIDIA could do better if the new opportunities it is attacking bear fruit. In all, NVIDIA looks like a top stock where investors can park $5,000, as it is set for multi-year growth and trades at an attractive 36 times forward earnings as compared to 2020's average multiple of 46.","news_type":1,"symbols_score_info":{"AMD":0.9,"NDX":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130889659,"gmtCreate":1621523357271,"gmtModify":1631885486738,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581927499082603","idStr":"3581927499082603"},"themes":[],"title":"","htmlText":"Time to buy XLE ETF - long call to Y2022.","listText":"Time to buy XLE ETF - long call to Y2022.","text":"Time to buy XLE ETF - long call to Y2022.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/130889659","repostId":"2136921902","repostType":4,"repost":{"id":"2136921902","kind":"highlight","pubTimestamp":1621514880,"share":"https://www.laohu8.com/m/news/2136921902?lang=zh_CN&edition=full","pubTime":"2021-05-20 20:48","market":"us","language":"en","title":"Forget the crypto chaos. Look at this underappreciated sector for stock-market gains, says strategist.<blockquote>忘记加密混乱吧。策略师表示，关注这个被低估的行业，寻找股市上涨的机会。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2136921902","media":"MarketWatch","summary":"The cryptocurrency chaos continued on Thursday, as investor sentiment on stocks exhibited similar ji","content":"<p>The cryptocurrency chaos continued on Thursday, as investor sentiment on stocks exhibited similar jitters. Equities are set to extend declines as crypto markets remain volatile and depressed.</p><p><blockquote>周四，加密货币混乱仍在继续，投资者对股票的情绪也表现出类似的不安。由于加密货币市场仍然波动和低迷，股市将继续下跌。</blockquote></p><p> But let's block out the noise over bitcoin, Elon Musk's tweets, and concerns about inflation and technology-stock valuations.</p><p><blockquote>但让我们屏蔽有关比特币、埃隆·马斯克的推文以及对通胀和科技股估值的担忧的噪音。</blockquote></p><p> Our call of the day, from strategist Jesse Felder of the Felder Report financial blog , urged investors to look to an underappreciated sector for stock-market gains: energy.</p><p><blockquote>费尔德报告金融博客策略师杰西·费尔德 (Jesse Felder) 的今日看涨期权敦促投资者关注一个被低估的行业，以获得股市上涨：能源。</blockquote></p><p> One of Felder's mantras is to look for investing opportunities outside of major indexes. The rise of passive investing, with massive funds passively tracking stock market indexes, makes these opportunities more prevalent and attractive, he said.</p><p><blockquote>费尔德的口头禅之一是在主要指数之外寻找投资机会。他说，被动投资的兴起，大量资金被动跟踪股票市场指数，使得这些机会更加普遍和有吸引力。</blockquote></p><p> According to Felder, passive investing has recently become less popular, as investors increasingly embrace variations of ESG: environmental, social, and governance investing, which measures social and environmental impact. That includes the more speculative side of the trend, like green energy stocks Ørsted and Plug Power <a href=\"https://laohu8.com/S/PLUG\">$(PLUG)$</a>, and electric-vehicle companies like Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> and NIO <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>.</p><p><blockquote>费尔德表示，随着投资者越来越多地接受 ESG 的变体：环境、社会和治理投资，衡量社会和环境影响，被动投资最近变得不那么受欢迎。这包括趋势中更具投机性的一面，例如绿色能源股票Ørsted和普拉格能源<a href=\"https://laohu8.com/S/PLUG\">$(插头)$</a>以及特斯拉等电动汽车公司<a href=\"https://laohu8.com/S/TSLA\">$(特斯拉)$</a>和蔚来<a href=\"https://laohu8.com/S/NIO\">$(蔚来)$</a>.</blockquote></p><p> Felder said this has resulted in portfolios that are more concentrated in popular sectors such as tech, and underweight in the traditional energy sector.</p><p><blockquote>费尔德表示，这导致投资组合更加集中在科技等热门行业，而跑输大盘则集中在传统能源行业。</blockquote></p><p> \"In this way, ESG has merely served to magnify the momentum that passive index funds create when they allocate more new money to stocks and sectors with rising values, like tech and communications services,\" Felder said, with funds allocating less new money to sectors with falling values, like energy.</p><p><blockquote>费尔德表示：“通过这种方式，ESG 只是放大了被动指数基金在将更多新资金分配给价值上涨的股票和行业（例如科技和通信服务）时创造的势头。”基金将更少的新资金分配给价值下跌的行业，例如能源。</blockquote></p><p> \"As a result, opportunities that run counter to these trends have become even more attractive than they otherwise would have,\" he said.</p><p><blockquote>“因此，与这些趋势背道而驰的机会变得比其他情况下更具吸引力，”他说。</blockquote></p><p> The momentum is now shifting. Energy has begun to outperform the rest of the stock market, including tech, and \"many may be asking themselves whether this trend is sustainable.\" Felder thinks it is.</p><p><blockquote>现在势头正在转变。能源股的表现已开始优于包括科技股在内的其他股市，“许多人可能会问自己这种趋势是否可持续。”费尔德认为是。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ca60c8ba87702d88f1e7cd965b99671\" tg-width=\"1260\" tg-height=\"912\"><span>CHART VIA THE FELDER REPORT BLOG.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表通过费尔德报告博客。</span></p></blockquote></p><p> Felder pointed to the chart, above, which shows historical weightings within the S&amp;P 500 index. Energy has a smaller portion that it did two decades ago, at the beginning of its last major bull market. Tech and communications-services stocks are slightly below all-time highs notched at the peak of the dot-com bubble.</p><p><blockquote>费尔德指着上面的图表，该图表显示了标普500指数中的历史权重。能源的份额比二十年前（上一次大牛市开始时）要小。科技和通信服务股略低于互联网泡沫顶峰时的历史高点。</blockquote></p><p> \"For my money, those alligator jaws look more likely to snap shut than to open even wider,\" Felder said.</p><p><blockquote>“在我看来，这些鳄鱼下巴看起来更有可能snap闭合，而不是张得更大，”费尔德说。</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>Forget the crypto chaos. Look at this underappreciated sector for stock-market gains, says strategist.<blockquote>忘记加密混乱吧。策略师表示，关注这个被低估的行业，寻找股市上涨的机会。</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\">\nForget the crypto chaos. Look at this underappreciated sector for stock-market gains, says strategist.<blockquote>忘记加密混乱吧。策略师表示，关注这个被低估的行业，寻找股市上涨的机会。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-05-20 20:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The cryptocurrency chaos continued on Thursday, as investor sentiment on stocks exhibited similar jitters. Equities are set to extend declines as crypto markets remain volatile and depressed.</p><p><blockquote>周四，加密货币混乱仍在继续，投资者对股票的情绪也表现出类似的不安。由于加密货币市场仍然波动和低迷，股市将继续下跌。</blockquote></p><p> But let's block out the noise over bitcoin, Elon Musk's tweets, and concerns about inflation and technology-stock valuations.</p><p><blockquote>但让我们屏蔽有关比特币、埃隆·马斯克的推文以及对通胀和科技股估值的担忧的噪音。</blockquote></p><p> Our call of the day, from strategist Jesse Felder of the Felder Report financial blog , urged investors to look to an underappreciated sector for stock-market gains: energy.</p><p><blockquote>费尔德报告金融博客策略师杰西·费尔德 (Jesse Felder) 的今日看涨期权敦促投资者关注一个被低估的行业，以获得股市上涨：能源。</blockquote></p><p> One of Felder's mantras is to look for investing opportunities outside of major indexes. The rise of passive investing, with massive funds passively tracking stock market indexes, makes these opportunities more prevalent and attractive, he said.</p><p><blockquote>费尔德的口头禅之一是在主要指数之外寻找投资机会。他说，被动投资的兴起，大量资金被动跟踪股票市场指数，使得这些机会更加普遍和有吸引力。</blockquote></p><p> According to Felder, passive investing has recently become less popular, as investors increasingly embrace variations of ESG: environmental, social, and governance investing, which measures social and environmental impact. That includes the more speculative side of the trend, like green energy stocks Ørsted and Plug Power <a href=\"https://laohu8.com/S/PLUG\">$(PLUG)$</a>, and electric-vehicle companies like Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> and NIO <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>.</p><p><blockquote>费尔德表示，随着投资者越来越多地接受 ESG 的变体：环境、社会和治理投资，衡量社会和环境影响，被动投资最近变得不那么受欢迎。这包括趋势中更具投机性的一面，例如绿色能源股票Ørsted和普拉格能源<a href=\"https://laohu8.com/S/PLUG\">$(插头)$</a>以及特斯拉等电动汽车公司<a href=\"https://laohu8.com/S/TSLA\">$(特斯拉)$</a>和蔚来<a href=\"https://laohu8.com/S/NIO\">$(蔚来)$</a>.</blockquote></p><p> Felder said this has resulted in portfolios that are more concentrated in popular sectors such as tech, and underweight in the traditional energy sector.</p><p><blockquote>费尔德表示，这导致投资组合更加集中在科技等热门行业，而跑输大盘则集中在传统能源行业。</blockquote></p><p> \"In this way, ESG has merely served to magnify the momentum that passive index funds create when they allocate more new money to stocks and sectors with rising values, like tech and communications services,\" Felder said, with funds allocating less new money to sectors with falling values, like energy.</p><p><blockquote>费尔德表示：“通过这种方式，ESG 只是放大了被动指数基金在将更多新资金分配给价值上涨的股票和行业（例如科技和通信服务）时创造的势头。”基金将更少的新资金分配给价值下跌的行业，例如能源。</blockquote></p><p> \"As a result, opportunities that run counter to these trends have become even more attractive than they otherwise would have,\" he said.</p><p><blockquote>“因此，与这些趋势背道而驰的机会变得比其他情况下更具吸引力，”他说。</blockquote></p><p> The momentum is now shifting. Energy has begun to outperform the rest of the stock market, including tech, and \"many may be asking themselves whether this trend is sustainable.\" Felder thinks it is.</p><p><blockquote>现在势头正在转变。能源股的表现已开始优于包括科技股在内的其他股市，“许多人可能会问自己这种趋势是否可持续。”费尔德认为是。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ca60c8ba87702d88f1e7cd965b99671\" tg-width=\"1260\" tg-height=\"912\"><span>CHART VIA THE FELDER REPORT BLOG.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表通过费尔德报告博客。</span></p></blockquote></p><p> Felder pointed to the chart, above, which shows historical weightings within the S&amp;P 500 index. Energy has a smaller portion that it did two decades ago, at the beginning of its last major bull market. Tech and communications-services stocks are slightly below all-time highs notched at the peak of the dot-com bubble.</p><p><blockquote>费尔德指着上面的图表，该图表显示了标普500指数中的历史权重。能源的份额比二十年前（上一次大牛市开始时）要小。科技和通信服务股略低于互联网泡沫顶峰时的历史高点。</blockquote></p><p> \"For my money, those alligator jaws look more likely to snap shut than to open even wider,\" Felder said.</p><p><blockquote>“在我看来，这些鳄鱼下巴看起来更有可能snap闭合，而不是张得更大，”费尔德说。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/forget-the-crypto-chaos-look-at-this-underappreciated-sector-for-stock-market-gains-says-strategist-11621509767?mod=home-page\">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":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/forget-the-crypto-chaos-look-at-this-underappreciated-sector-for-stock-market-gains-says-strategist-11621509767?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2136921902","content_text":"The cryptocurrency chaos continued on Thursday, as investor sentiment on stocks exhibited similar jitters. Equities are set to extend declines as crypto markets remain volatile and depressed.\nBut let's block out the noise over bitcoin, Elon Musk's tweets, and concerns about inflation and technology-stock valuations.\nOur call of the day, from strategist Jesse Felder of the Felder Report financial blog , urged investors to look to an underappreciated sector for stock-market gains: energy.\nOne of Felder's mantras is to look for investing opportunities outside of major indexes. The rise of passive investing, with massive funds passively tracking stock market indexes, makes these opportunities more prevalent and attractive, he said.\nAccording to Felder, passive investing has recently become less popular, as investors increasingly embrace variations of ESG: environmental, social, and governance investing, which measures social and environmental impact. That includes the more speculative side of the trend, like green energy stocks Ørsted and Plug Power $(PLUG)$, and electric-vehicle companies like Tesla $(TSLA)$ and NIO $(NIO)$.\nFelder said this has resulted in portfolios that are more concentrated in popular sectors such as tech, and underweight in the traditional energy sector.\n\"In this way, ESG has merely served to magnify the momentum that passive index funds create when they allocate more new money to stocks and sectors with rising values, like tech and communications services,\" Felder said, with funds allocating less new money to sectors with falling values, like energy.\n\"As a result, opportunities that run counter to these trends have become even more attractive than they otherwise would have,\" he said.\nThe momentum is now shifting. Energy has begun to outperform the rest of the stock market, including tech, and \"many may be asking themselves whether this trend is sustainable.\" Felder thinks it is.\nCHART VIA THE FELDER REPORT BLOG.\nFelder pointed to the chart, above, which shows historical weightings within the S&P 500 index. Energy has a smaller portion that it did two decades ago, at the beginning of its last major bull market. Tech and communications-services stocks are slightly below all-time highs notched at the peak of the dot-com bubble.\n\"For my money, those alligator jaws look more likely to snap shut than to open even wider,\" Felder said.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":933,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196310860,"gmtCreate":1621015515250,"gmtModify":1631884327375,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581927499082603","idStr":"3581927499082603"},"themes":[],"title":"","htmlText":"Hope this will push up soxl&nbsp;","listText":"Hope this will push up soxl&nbsp;","text":"Hope this will push up soxl","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/196310860","repostId":"1146669720","repostType":4,"repost":{"id":"1146669720","kind":"news","pubTimestamp":1620999779,"share":"https://www.laohu8.com/m/news/1146669720?lang=zh_CN&edition=full","pubTime":"2021-05-14 21:42","market":"us","language":"en","title":"Semiconductor makers and users form a group to push for chip funding.<blockquote>半导体制造商和用户组成一个团体来推动芯片资金。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1146669720","media":"NewYork Times","summary":"Semiconductor companies and big businesses that use chips have formed a coalition to push for tens o","content":"<p>Semiconductor companies and big businesses that use chips have formed a coalition to push for tens of billions of dollars in federal funding for semiconductor research and manufacturing in the United States.</p><p><blockquote>半导体公司和使用芯片的大企业组成了一个联盟，以推动数百亿美元的联邦资金用于美国的半导体研究和制造。</blockquote></p><p> The new group, theSemiconductors in America Coalition, announced its formation on Tuesday amida global semiconductor shortagethat has caused disruptions throughout the economy. Its members include chip makers like Intel, Nvidia and Qualcomm and companies that rely on semiconductors, like Amazon Web Services, Apple, AT&amp;T, Google, Microsoft and Verizon.</p><p><blockquote>新组织“美国半导体联盟”于周二宣布成立，以应对全球半导体短缺问题，该短缺已对整个经济造成干扰。其成员包括英特尔、英伟达和高通等芯片制造商以及Amazon Web Services、苹果、AT&amp;T、谷歌、微软和Verizon等依赖半导体的公司。</blockquote></p><p> The coalition is calling on Congress to provide $50 billion for semiconductor research and manufacturing, which President Biden has proposed as part of his $2.3 trillion infrastructure package.</p><p><blockquote>该联盟呼吁国会为半导体研究和制造提供500亿美元，这是拜登总统提出的2.3万亿美元基础设施计划的一部分。</blockquote></p><p> “Leaders from a broad range of critical sectors of the U.S. economy, as well as a large and bipartisan group of policymakers in Washington, recognize the essential role of semiconductors in America’s current and future strength,” said John Neuffer, the president and chief executive of the Semiconductor Industry Association, a trade group.</p><p><blockquote>美国总统兼首席执行官约翰·诺伊弗(John Neuffer)表示：“来自美国经济广泛关键部门的领导人以及华盛顿的一个大型两党政策制定者团体都认识到半导体在美国当前和未来实力中的重要作用。”贸易团体半导体行业协会。</blockquote></p><p> In a letter to congressional leaders, the new coalition noted the shortage of semiconductors and said that in the long term, federal funding “would help America build the additional capacity necessary to have more resilient supply chains to ensure critical technologies will be there when we need them.”</p><p><blockquote>在给国会领导人的一封信中，新联盟指出了半导体的短缺，并表示从长远来看，联邦资金“将帮助美国建立必要的额外能力，以拥有更具弹性的供应链，以确保关键技术在我们需要时能够到位。”他们。”</blockquote></p><p> The shortage has been acutely feltin the auto industry, forcing carmakers to idle plants.Ford Motorsaid last month that it expected the shortage to cut vehicle production by about 50 percent in the second quarter and lower the company’s profit by about $2.5 billion this year.</p><p><blockquote>汽车行业严重感受到了短缺，迫使汽车制造商闲置工厂。福特汽车上个月表示，预计短缺将使第二季度汽车产量减少约50%，并使公司今年的利润减少约25亿美元。</blockquote></p><p> The new coalition does not include any automakers, which have their own ideas for how the government should encourage domestic semiconductor manufacturing. In a letter to congressional leaders last week, groups representing automakers, automotive suppliers and autoworkers expressed support for Mr. Biden’s $50 billion proposal but emphasized the need to increase manufacturing capacity for automotive-grade chips as part of the effort.</p><p><blockquote>新联盟不包括任何汽车制造商，他们对政府应该如何鼓励国内半导体制造有自己的想法。在上周致国会领导人的一封信中，代表汽车制造商、汽车供应商和汽车工人的团体表示支持拜登500亿美元的提议，但强调作为努力的一部分，需要提高汽车级芯片的制造能力。</blockquote></p><p> The letter — from the American Automotive Policy Council, the Motor &amp; Equipment Manufacturers Association and the United Auto Workers union — suggested providing “specific funding for semiconductor facilities that commit to dedicating a portion of their capacity to motor vehicle-grade chip production.”</p><p><blockquote>这封来自美国汽车政策委员会、汽车和设备制造商协会以及美国汽车工人联合会的信建议“为致力于将部分产能用于汽车级芯片生产的半导体工厂提供具体资金”。</blockquote></p><p> In a letter to congressional leaders last month, technology trade groups argued against setting aside new production capacity for a specific industry, saying that such a move would amount to “unprecedented market interference.”</p><p><blockquote>在上个月致国会领导人的一封信中，技术贸易团体反对为特定行业留出新产能，称此举将相当于“前所未有的市场干预”。</blockquote></p><p></p>","source":"lsy1605590967916","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Semiconductor makers and users form a group to push for chip funding.<blockquote>半导体制造商和用户组成一个团体来推动芯片资金。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSemiconductor makers and users form a group to push for chip funding.<blockquote>半导体制造商和用户组成一个团体来推动芯片资金。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">NewYork Times</strong><span class=\"h-time small\">2021-05-14 21:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Semiconductor companies and big businesses that use chips have formed a coalition to push for tens of billions of dollars in federal funding for semiconductor research and manufacturing in the United States.</p><p><blockquote>半导体公司和使用芯片的大企业组成了一个联盟，以推动数百亿美元的联邦资金用于美国的半导体研究和制造。</blockquote></p><p> The new group, theSemiconductors in America Coalition, announced its formation on Tuesday amida global semiconductor shortagethat has caused disruptions throughout the economy. Its members include chip makers like Intel, Nvidia and Qualcomm and companies that rely on semiconductors, like Amazon Web Services, Apple, AT&amp;T, Google, Microsoft and Verizon.</p><p><blockquote>新组织“美国半导体联盟”于周二宣布成立，以应对全球半导体短缺问题，该短缺已对整个经济造成干扰。其成员包括英特尔、英伟达和高通等芯片制造商以及Amazon Web Services、苹果、AT&amp;T、谷歌、微软和Verizon等依赖半导体的公司。</blockquote></p><p> The coalition is calling on Congress to provide $50 billion for semiconductor research and manufacturing, which President Biden has proposed as part of his $2.3 trillion infrastructure package.</p><p><blockquote>该联盟呼吁国会为半导体研究和制造提供500亿美元，这是拜登总统提出的2.3万亿美元基础设施计划的一部分。</blockquote></p><p> “Leaders from a broad range of critical sectors of the U.S. economy, as well as a large and bipartisan group of policymakers in Washington, recognize the essential role of semiconductors in America’s current and future strength,” said John Neuffer, the president and chief executive of the Semiconductor Industry Association, a trade group.</p><p><blockquote>美国总统兼首席执行官约翰·诺伊弗(John Neuffer)表示：“来自美国经济广泛关键部门的领导人以及华盛顿的一个大型两党政策制定者团体都认识到半导体在美国当前和未来实力中的重要作用。”贸易团体半导体行业协会。</blockquote></p><p> In a letter to congressional leaders, the new coalition noted the shortage of semiconductors and said that in the long term, federal funding “would help America build the additional capacity necessary to have more resilient supply chains to ensure critical technologies will be there when we need them.”</p><p><blockquote>在给国会领导人的一封信中，新联盟指出了半导体的短缺，并表示从长远来看，联邦资金“将帮助美国建立必要的额外能力，以拥有更具弹性的供应链，以确保关键技术在我们需要时能够到位。”他们。”</blockquote></p><p> The shortage has been acutely feltin the auto industry, forcing carmakers to idle plants.Ford Motorsaid last month that it expected the shortage to cut vehicle production by about 50 percent in the second quarter and lower the company’s profit by about $2.5 billion this year.</p><p><blockquote>汽车行业严重感受到了短缺，迫使汽车制造商闲置工厂。福特汽车上个月表示，预计短缺将使第二季度汽车产量减少约50%，并使公司今年的利润减少约25亿美元。</blockquote></p><p> The new coalition does not include any automakers, which have their own ideas for how the government should encourage domestic semiconductor manufacturing. In a letter to congressional leaders last week, groups representing automakers, automotive suppliers and autoworkers expressed support for Mr. Biden’s $50 billion proposal but emphasized the need to increase manufacturing capacity for automotive-grade chips as part of the effort.</p><p><blockquote>新联盟不包括任何汽车制造商，他们对政府应该如何鼓励国内半导体制造有自己的想法。在上周致国会领导人的一封信中，代表汽车制造商、汽车供应商和汽车工人的团体表示支持拜登500亿美元的提议，但强调作为努力的一部分，需要提高汽车级芯片的制造能力。</blockquote></p><p> The letter — from the American Automotive Policy Council, the Motor &amp; Equipment Manufacturers Association and the United Auto Workers union — suggested providing “specific funding for semiconductor facilities that commit to dedicating a portion of their capacity to motor vehicle-grade chip production.”</p><p><blockquote>这封来自美国汽车政策委员会、汽车和设备制造商协会以及美国汽车工人联合会的信建议“为致力于将部分产能用于汽车级芯片生产的半导体工厂提供具体资金”。</blockquote></p><p> In a letter to congressional leaders last month, technology trade groups argued against setting aside new production capacity for a specific industry, saying that such a move would amount to “unprecedented market interference.”</p><p><blockquote>在上个月致国会领导人的一封信中，技术贸易团体反对为特定行业留出新产能，称此举将相当于“前所未有的市场干预”。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.nytimes.com/2021/05/11/business/semiconductor-shortage.html\">NewYork Times</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":{},"source_url":"https://www.nytimes.com/2021/05/11/business/semiconductor-shortage.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146669720","content_text":"Semiconductor companies and big businesses that use chips have formed a coalition to push for tens of billions of dollars in federal funding for semiconductor research and manufacturing in the United States.\nThe new group, theSemiconductors in America Coalition, announced its formation on Tuesday amida global semiconductor shortagethat has caused disruptions throughout the economy. Its members include chip makers like Intel, Nvidia and Qualcomm and companies that rely on semiconductors, like Amazon Web Services, Apple, AT&T, Google, Microsoft and Verizon.\nThe coalition is calling on Congress to provide $50 billion for semiconductor research and manufacturing, which President Biden has proposed as part of his $2.3 trillion infrastructure package.\n“Leaders from a broad range of critical sectors of the U.S. economy, as well as a large and bipartisan group of policymakers in Washington, recognize the essential role of semiconductors in America’s current and future strength,” said John Neuffer, the president and chief executive of the Semiconductor Industry Association, a trade group.\nIn a letter to congressional leaders, the new coalition noted the shortage of semiconductors and said that in the long term, federal funding “would help America build the additional capacity necessary to have more resilient supply chains to ensure critical technologies will be there when we need them.”\nThe shortage has been acutely feltin the auto industry, forcing carmakers to idle plants.Ford Motorsaid last month that it expected the shortage to cut vehicle production by about 50 percent in the second quarter and lower the company’s profit by about $2.5 billion this year.\nThe new coalition does not include any automakers, which have their own ideas for how the government should encourage domestic semiconductor manufacturing. In a letter to congressional leaders last week, groups representing automakers, automotive suppliers and autoworkers expressed support for Mr. Biden’s $50 billion proposal but emphasized the need to increase manufacturing capacity for automotive-grade chips as part of the effort.\nThe letter — from the American Automotive Policy Council, the Motor & Equipment Manufacturers Association and the United Auto Workers union — suggested providing “specific funding for semiconductor facilities that commit to dedicating a portion of their capacity to motor vehicle-grade chip production.”\nIn a letter to congressional leaders last month, technology trade groups argued against setting aside new production capacity for a specific industry, saying that such a move would amount to “unprecedented market interference.”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196310041,"gmtCreate":1621015421783,"gmtModify":1634194548434,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581927499082603","idStr":"3581927499082603"},"themes":[],"title":"","htmlText":"Great~&nbsp;","listText":"Great~&nbsp;","text":"Great~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/196310041","repostId":"1187261016","repostType":4,"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196334884,"gmtCreate":1621014803248,"gmtModify":1634194549659,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581927499082603","idStr":"3581927499082603"},"themes":[],"title":"","htmlText":"Great~ i'm holding soxl&nbsp;[握手]&nbsp;","listText":"Great~ i'm holding soxl&nbsp;[握手]&nbsp;","text":"Great~ i'm holding soxl [握手]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/196334884","repostId":"1187261016","repostType":4,"isVote":1,"tweetType":1,"viewCount":1456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":690268724,"gmtCreate":1639670323018,"gmtModify":1639670323083,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"title":"","htmlText":"Like~","listText":"Like~","text":"Like~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/690268724","repostId":"2191453039","repostType":4,"isVote":1,"tweetType":1,"viewCount":2556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":125941007,"gmtCreate":1624643839209,"gmtModify":1631886377363,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PSFE\">$Paysafe Ltd(PSFE)$</a>Was lucky to buy 2 calls the day before the share price shot up. Happy with the profit although it would really be good if Tiger Broker could improve its platform's functionalities asap to accept Trail Sell order so that higher profits could be made.&nbsp;","listText":"<a href=\"https://laohu8.com/S/PSFE\">$Paysafe Ltd(PSFE)$</a>Was lucky to buy 2 calls the day before the share price shot up. Happy with the profit although it would really be good if Tiger Broker could improve its platform's functionalities asap to accept Trail Sell order so that higher profits could be made.&nbsp;","text":"$Paysafe Ltd(PSFE)$Was lucky to buy 2 calls the day before the share price shot up. Happy with the profit although it would really be good if Tiger Broker could improve its platform's functionalities asap to accept Trail Sell order so that higher profits could be made.","images":[{"img":"https://static.tigerbbs.com/435fd0b6164e1c30373063ab7db27024","width":"1080","height":"1691"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/125941007","isVote":1,"tweetType":1,"viewCount":2381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":870722671,"gmtCreate":1636650643485,"gmtModify":1636650643573,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"title":"","htmlText":"Too expensive...","listText":"Too expensive...","text":"Too expensive...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870722671","repostId":"2182106301","repostType":4,"isVote":1,"tweetType":1,"viewCount":2673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870726480,"gmtCreate":1636650460239,"gmtModify":1636650460426,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"title":"","htmlText":"Still holding that 1 free share given by Tiger...&nbsp;[笑哭]&nbsp;","listText":"Still holding that 1 free share given by Tiger...&nbsp;[笑哭]&nbsp;","text":"Still holding that 1 free share given by Tiger... [笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/870726480","repostId":"1152431554","repostType":4,"repost":{"id":"1152431554","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":1636642592,"share":"https://www.laohu8.com/m/news/1152431554?lang=zh_CN&edition=full","pubTime":"2021-11-11 22:56","market":"us","language":"en","title":"Disney shares fell more than 8% in morning trading<blockquote>迪士尼股价早盘下跌逾8%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1152431554","media":"Tiger Newspress","summary":"Atlantic Equities is cutting Disney to Neutral from Buy in the wake of its earnings, pointing to direct-to-consumer additionsslowing more than expected.It is lowering its price target to $172 from $219 per share, just below the last closing price.\"Disney's focus on franchises led to excellent sign-up rates out of the gate, but we are increasingly convinced that the penetration of this fan base is close to saturated in launched markets,\" analyst Hamilton Faber writes in a note.\"While there are ne","content":"<p>Disney&nbsp;shares&nbsp;fell&nbsp;more&nbsp;than&nbsp;8%&nbsp;in&nbsp;morning&nbsp;trading.<img src=\"https://static.tigerbbs.com/17f05b19cd1d11648dfa9756186272f4\" tg-width=\"874\" tg-height=\"611\" width=\"100%\" height=\"auto\"></p><p><blockquote>迪士尼股价早盘下跌逾8%。</blockquote></p><p> Atlantic Equities is cutting Disney&nbsp;to Neutral from Buy in the wake of its earnings, pointing to direct-to-consumer additionsslowing more than expected.</p><p><blockquote>在迪士尼公布财报后，大西洋股票公司将迪士尼从买入下调至中性，指出直接面向消费者的增长放缓幅度超出预期。</blockquote></p><p> It is lowering its price target to $172 from $219 per share, just below the last closing price.</p><p><blockquote>该公司将目标价从每股219美元下调至172美元，略低于上次收盘价。</blockquote></p><p> \"Disney's focus on franchises led to excellent sign-up rates out of the gate, but we are increasingly convinced that the penetration of this fan base is close to saturated in launched markets,\" analyst Hamilton Faber writes in a note.</p><p><blockquote>分析师汉密尔顿·费伯(Hamilton Faber)在一份报告中写道：“迪士尼对特许经营权的关注导致了出色的签约率，但我们越来越相信，这一粉丝群在已推出市场的渗透率已接近饱和。”</blockquote></p><p> \"While there are new geographies to come, we believe volume growth will disappoint,\" Faber says. \"We are retaining our (sum of the parts) valuation but cutting our target DTC revenue multiple from 8x to 5x.\"</p><p><blockquote>“虽然新的地区即将到来，但我们相信销量增长将令人失望，”费伯说。“我们保留（各部分之和）估值，但将目标DTC收入倍数从8倍削减至5倍。”</blockquote></p><p> Faber adds that reiterated Disney+ subscriber guidance of 230-260M subs for 2024 looks aggressive and he is cutting his estimate slightly to 218M.</p><p><blockquote>Faber补充说，重申的2024年Disney+订阅用户指导为2.3亿至2.6亿，看起来很激进，他将预期小幅下调至2.18亿。</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>Disney shares fell more than 8% in morning trading<blockquote>迪士尼股价早盘下跌逾8%</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\">\nDisney shares fell more than 8% in morning trading<blockquote>迪士尼股价早盘下跌逾8%</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\">2021-11-11 22:56</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Disney&nbsp;shares&nbsp;fell&nbsp;more&nbsp;than&nbsp;8%&nbsp;in&nbsp;morning&nbsp;trading.<img src=\"https://static.tigerbbs.com/17f05b19cd1d11648dfa9756186272f4\" tg-width=\"874\" tg-height=\"611\" width=\"100%\" height=\"auto\"></p><p><blockquote>迪士尼股价早盘下跌逾8%。</blockquote></p><p> Atlantic Equities is cutting Disney&nbsp;to Neutral from Buy in the wake of its earnings, pointing to direct-to-consumer additionsslowing more than expected.</p><p><blockquote>在迪士尼公布财报后，大西洋股票公司将迪士尼从买入下调至中性，指出直接面向消费者的增长放缓幅度超出预期。</blockquote></p><p> It is lowering its price target to $172 from $219 per share, just below the last closing price.</p><p><blockquote>该公司将目标价从每股219美元下调至172美元，略低于上次收盘价。</blockquote></p><p> \"Disney's focus on franchises led to excellent sign-up rates out of the gate, but we are increasingly convinced that the penetration of this fan base is close to saturated in launched markets,\" analyst Hamilton Faber writes in a note.</p><p><blockquote>分析师汉密尔顿·费伯(Hamilton Faber)在一份报告中写道：“迪士尼对特许经营权的关注导致了出色的签约率，但我们越来越相信，这一粉丝群在已推出市场的渗透率已接近饱和。”</blockquote></p><p> \"While there are new geographies to come, we believe volume growth will disappoint,\" Faber says. \"We are retaining our (sum of the parts) valuation but cutting our target DTC revenue multiple from 8x to 5x.\"</p><p><blockquote>“虽然新的地区即将到来，但我们相信销量增长将令人失望，”费伯说。“我们保留（各部分之和）估值，但将目标DTC收入倍数从8倍削减至5倍。”</blockquote></p><p> Faber adds that reiterated Disney+ subscriber guidance of 230-260M subs for 2024 looks aggressive and he is cutting his estimate slightly to 218M.</p><p><blockquote>Faber补充说，重申的2024年Disney+订阅用户指导为2.3亿至2.6亿，看起来很激进，他将预期小幅下调至2.18亿。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152431554","content_text":"Disney shares fell more than 8% in morning trading.\nAtlantic Equities is cutting Disney to Neutral from Buy in the wake of its earnings, pointing to direct-to-consumer additionsslowing more than expected.\nIt is lowering its price target to $172 from $219 per share, just below the last closing price.\n\"Disney's focus on franchises led to excellent sign-up rates out of the gate, but we are increasingly convinced that the penetration of this fan base is close to saturated in launched markets,\" analyst Hamilton Faber writes in a note.\n\"While there are new geographies to come, we believe volume growth will disappoint,\" Faber says. \"We are retaining our (sum of the parts) valuation but cutting our target DTC revenue multiple from 8x to 5x.\"\nFaber adds that reiterated Disney+ subscriber guidance of 230-260M subs for 2024 looks aggressive and he is cutting his estimate slightly to 218M.","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":2663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698442247,"gmtCreate":1640513208263,"gmtModify":1640513208416,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"title":"","htmlText":"Won't go wrong buying these 2 stocks for long-term holding.&nbsp;","listText":"Won't go wrong buying these 2 stocks for long-term holding.&nbsp;","text":"Won't go wrong buying these 2 stocks for long-term holding.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698442247","repostId":"2193781141","repostType":4,"isVote":1,"tweetType":1,"viewCount":2563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690268313,"gmtCreate":1639670290958,"gmtModify":1639670305789,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BAC\">$Bank of America(BAC)$</a>thank u BAC, for helping me recover some of my losses from aapl $185 calls 😂","listText":"<a href=\"https://laohu8.com/S/BAC\">$Bank of America(BAC)$</a>thank u BAC, for helping me recover some of my losses from aapl $185 calls 😂","text":"$Bank of America(BAC)$thank u BAC, for helping me recover some of my losses from aapl $185 calls 😂","images":[{"img":"https://static.tigerbbs.com/56869e2d4ac918325099942e60efb71d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690268313","isVote":1,"tweetType":1,"viewCount":2253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":196310860,"gmtCreate":1621015515250,"gmtModify":1631884327375,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"title":"","htmlText":"Hope this will push up soxl&nbsp;","listText":"Hope this will push up soxl&nbsp;","text":"Hope this will push up soxl","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/196310860","repostId":"1146669720","repostType":4,"repost":{"id":"1146669720","kind":"news","pubTimestamp":1620999779,"share":"https://www.laohu8.com/m/news/1146669720?lang=zh_CN&edition=full","pubTime":"2021-05-14 21:42","market":"us","language":"en","title":"Semiconductor makers and users form a group to push for chip funding.<blockquote>半导体制造商和用户组成一个团体来推动芯片资金。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1146669720","media":"NewYork Times","summary":"Semiconductor companies and big businesses that use chips have formed a coalition to push for tens o","content":"<p>Semiconductor companies and big businesses that use chips have formed a coalition to push for tens of billions of dollars in federal funding for semiconductor research and manufacturing in the United States.</p><p><blockquote>半导体公司和使用芯片的大企业组成了一个联盟，以推动数百亿美元的联邦资金用于美国的半导体研究和制造。</blockquote></p><p> The new group, theSemiconductors in America Coalition, announced its formation on Tuesday amida global semiconductor shortagethat has caused disruptions throughout the economy. Its members include chip makers like Intel, Nvidia and Qualcomm and companies that rely on semiconductors, like Amazon Web Services, Apple, AT&amp;T, Google, Microsoft and Verizon.</p><p><blockquote>新组织“美国半导体联盟”于周二宣布成立，以应对全球半导体短缺问题，该短缺已对整个经济造成干扰。其成员包括英特尔、英伟达和高通等芯片制造商以及Amazon Web Services、苹果、AT&amp;T、谷歌、微软和Verizon等依赖半导体的公司。</blockquote></p><p> The coalition is calling on Congress to provide $50 billion for semiconductor research and manufacturing, which President Biden has proposed as part of his $2.3 trillion infrastructure package.</p><p><blockquote>该联盟呼吁国会为半导体研究和制造提供500亿美元，这是拜登总统提出的2.3万亿美元基础设施计划的一部分。</blockquote></p><p> “Leaders from a broad range of critical sectors of the U.S. economy, as well as a large and bipartisan group of policymakers in Washington, recognize the essential role of semiconductors in America’s current and future strength,” said John Neuffer, the president and chief executive of the Semiconductor Industry Association, a trade group.</p><p><blockquote>美国总统兼首席执行官约翰·诺伊弗(John Neuffer)表示：“来自美国经济广泛关键部门的领导人以及华盛顿的一个大型两党政策制定者团体都认识到半导体在美国当前和未来实力中的重要作用。”贸易团体半导体行业协会。</blockquote></p><p> In a letter to congressional leaders, the new coalition noted the shortage of semiconductors and said that in the long term, federal funding “would help America build the additional capacity necessary to have more resilient supply chains to ensure critical technologies will be there when we need them.”</p><p><blockquote>在给国会领导人的一封信中，新联盟指出了半导体的短缺，并表示从长远来看，联邦资金“将帮助美国建立必要的额外能力，以拥有更具弹性的供应链，以确保关键技术在我们需要时能够到位。”他们。”</blockquote></p><p> The shortage has been acutely feltin the auto industry, forcing carmakers to idle plants.Ford Motorsaid last month that it expected the shortage to cut vehicle production by about 50 percent in the second quarter and lower the company’s profit by about $2.5 billion this year.</p><p><blockquote>汽车行业严重感受到了短缺，迫使汽车制造商闲置工厂。福特汽车上个月表示，预计短缺将使第二季度汽车产量减少约50%，并使公司今年的利润减少约25亿美元。</blockquote></p><p> The new coalition does not include any automakers, which have their own ideas for how the government should encourage domestic semiconductor manufacturing. In a letter to congressional leaders last week, groups representing automakers, automotive suppliers and autoworkers expressed support for Mr. Biden’s $50 billion proposal but emphasized the need to increase manufacturing capacity for automotive-grade chips as part of the effort.</p><p><blockquote>新联盟不包括任何汽车制造商，他们对政府应该如何鼓励国内半导体制造有自己的想法。在上周致国会领导人的一封信中，代表汽车制造商、汽车供应商和汽车工人的团体表示支持拜登500亿美元的提议，但强调作为努力的一部分，需要提高汽车级芯片的制造能力。</blockquote></p><p> The letter — from the American Automotive Policy Council, the Motor &amp; Equipment Manufacturers Association and the United Auto Workers union — suggested providing “specific funding for semiconductor facilities that commit to dedicating a portion of their capacity to motor vehicle-grade chip production.”</p><p><blockquote>这封来自美国汽车政策委员会、汽车和设备制造商协会以及美国汽车工人联合会的信建议“为致力于将部分产能用于汽车级芯片生产的半导体工厂提供具体资金”。</blockquote></p><p> In a letter to congressional leaders last month, technology trade groups argued against setting aside new production capacity for a specific industry, saying that such a move would amount to “unprecedented market interference.”</p><p><blockquote>在上个月致国会领导人的一封信中，技术贸易团体反对为特定行业留出新产能，称此举将相当于“前所未有的市场干预”。</blockquote></p><p></p>","source":"lsy1605590967916","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Semiconductor makers and users form a group to push for chip funding.<blockquote>半导体制造商和用户组成一个团体来推动芯片资金。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSemiconductor makers and users form a group to push for chip funding.<blockquote>半导体制造商和用户组成一个团体来推动芯片资金。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">NewYork Times</strong><span class=\"h-time small\">2021-05-14 21:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Semiconductor companies and big businesses that use chips have formed a coalition to push for tens of billions of dollars in federal funding for semiconductor research and manufacturing in the United States.</p><p><blockquote>半导体公司和使用芯片的大企业组成了一个联盟，以推动数百亿美元的联邦资金用于美国的半导体研究和制造。</blockquote></p><p> The new group, theSemiconductors in America Coalition, announced its formation on Tuesday amida global semiconductor shortagethat has caused disruptions throughout the economy. Its members include chip makers like Intel, Nvidia and Qualcomm and companies that rely on semiconductors, like Amazon Web Services, Apple, AT&amp;T, Google, Microsoft and Verizon.</p><p><blockquote>新组织“美国半导体联盟”于周二宣布成立，以应对全球半导体短缺问题，该短缺已对整个经济造成干扰。其成员包括英特尔、英伟达和高通等芯片制造商以及Amazon Web Services、苹果、AT&amp;T、谷歌、微软和Verizon等依赖半导体的公司。</blockquote></p><p> The coalition is calling on Congress to provide $50 billion for semiconductor research and manufacturing, which President Biden has proposed as part of his $2.3 trillion infrastructure package.</p><p><blockquote>该联盟呼吁国会为半导体研究和制造提供500亿美元，这是拜登总统提出的2.3万亿美元基础设施计划的一部分。</blockquote></p><p> “Leaders from a broad range of critical sectors of the U.S. economy, as well as a large and bipartisan group of policymakers in Washington, recognize the essential role of semiconductors in America’s current and future strength,” said John Neuffer, the president and chief executive of the Semiconductor Industry Association, a trade group.</p><p><blockquote>美国总统兼首席执行官约翰·诺伊弗(John Neuffer)表示：“来自美国经济广泛关键部门的领导人以及华盛顿的一个大型两党政策制定者团体都认识到半导体在美国当前和未来实力中的重要作用。”贸易团体半导体行业协会。</blockquote></p><p> In a letter to congressional leaders, the new coalition noted the shortage of semiconductors and said that in the long term, federal funding “would help America build the additional capacity necessary to have more resilient supply chains to ensure critical technologies will be there when we need them.”</p><p><blockquote>在给国会领导人的一封信中，新联盟指出了半导体的短缺，并表示从长远来看，联邦资金“将帮助美国建立必要的额外能力，以拥有更具弹性的供应链，以确保关键技术在我们需要时能够到位。”他们。”</blockquote></p><p> The shortage has been acutely feltin the auto industry, forcing carmakers to idle plants.Ford Motorsaid last month that it expected the shortage to cut vehicle production by about 50 percent in the second quarter and lower the company’s profit by about $2.5 billion this year.</p><p><blockquote>汽车行业严重感受到了短缺，迫使汽车制造商闲置工厂。福特汽车上个月表示，预计短缺将使第二季度汽车产量减少约50%，并使公司今年的利润减少约25亿美元。</blockquote></p><p> The new coalition does not include any automakers, which have their own ideas for how the government should encourage domestic semiconductor manufacturing. In a letter to congressional leaders last week, groups representing automakers, automotive suppliers and autoworkers expressed support for Mr. Biden’s $50 billion proposal but emphasized the need to increase manufacturing capacity for automotive-grade chips as part of the effort.</p><p><blockquote>新联盟不包括任何汽车制造商，他们对政府应该如何鼓励国内半导体制造有自己的想法。在上周致国会领导人的一封信中，代表汽车制造商、汽车供应商和汽车工人的团体表示支持拜登500亿美元的提议，但强调作为努力的一部分，需要提高汽车级芯片的制造能力。</blockquote></p><p> The letter — from the American Automotive Policy Council, the Motor &amp; Equipment Manufacturers Association and the United Auto Workers union — suggested providing “specific funding for semiconductor facilities that commit to dedicating a portion of their capacity to motor vehicle-grade chip production.”</p><p><blockquote>这封来自美国汽车政策委员会、汽车和设备制造商协会以及美国汽车工人联合会的信建议“为致力于将部分产能用于汽车级芯片生产的半导体工厂提供具体资金”。</blockquote></p><p> In a letter to congressional leaders last month, technology trade groups argued against setting aside new production capacity for a specific industry, saying that such a move would amount to “unprecedented market interference.”</p><p><blockquote>在上个月致国会领导人的一封信中，技术贸易团体反对为特定行业留出新产能，称此举将相当于“前所未有的市场干预”。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.nytimes.com/2021/05/11/business/semiconductor-shortage.html\">NewYork Times</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":{},"source_url":"https://www.nytimes.com/2021/05/11/business/semiconductor-shortage.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146669720","content_text":"Semiconductor companies and big businesses that use chips have formed a coalition to push for tens of billions of dollars in federal funding for semiconductor research and manufacturing in the United States.\nThe new group, theSemiconductors in America Coalition, announced its formation on Tuesday amida global semiconductor shortagethat has caused disruptions throughout the economy. Its members include chip makers like Intel, Nvidia and Qualcomm and companies that rely on semiconductors, like Amazon Web Services, Apple, AT&T, Google, Microsoft and Verizon.\nThe coalition is calling on Congress to provide $50 billion for semiconductor research and manufacturing, which President Biden has proposed as part of his $2.3 trillion infrastructure package.\n“Leaders from a broad range of critical sectors of the U.S. economy, as well as a large and bipartisan group of policymakers in Washington, recognize the essential role of semiconductors in America’s current and future strength,” said John Neuffer, the president and chief executive of the Semiconductor Industry Association, a trade group.\nIn a letter to congressional leaders, the new coalition noted the shortage of semiconductors and said that in the long term, federal funding “would help America build the additional capacity necessary to have more resilient supply chains to ensure critical technologies will be there when we need them.”\nThe shortage has been acutely feltin the auto industry, forcing carmakers to idle plants.Ford Motorsaid last month that it expected the shortage to cut vehicle production by about 50 percent in the second quarter and lower the company’s profit by about $2.5 billion this year.\nThe new coalition does not include any automakers, which have their own ideas for how the government should encourage domestic semiconductor manufacturing. In a letter to congressional leaders last week, groups representing automakers, automotive suppliers and autoworkers expressed support for Mr. Biden’s $50 billion proposal but emphasized the need to increase manufacturing capacity for automotive-grade chips as part of the effort.\nThe letter — from the American Automotive Policy Council, the Motor & Equipment Manufacturers Association and the United Auto Workers union — suggested providing “specific funding for semiconductor facilities that commit to dedicating a portion of their capacity to motor vehicle-grade chip production.”\nIn a letter to congressional leaders last month, technology trade groups argued against setting aside new production capacity for a specific industry, saying that such a move would amount to “unprecedented market interference.”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807935088,"gmtCreate":1627995372944,"gmtModify":1633754567456,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"title":"","htmlText":"This article came in timely as I have just bought $PINS call last night. Hopefully the share price can start climbing up slowly and steadily.","listText":"This article came in timely as I have just bought $PINS call last night. Hopefully the share price can start climbing up slowly and steadily.","text":"This article came in timely as I have just bought $PINS call last night. Hopefully the share price can start climbing up slowly and steadily.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807935088","repostId":"2156116066","repostType":4,"isVote":1,"tweetType":1,"viewCount":2326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196310041,"gmtCreate":1621015421783,"gmtModify":1634194548434,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"title":"","htmlText":"Great~&nbsp;","listText":"Great~&nbsp;","text":"Great~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/196310041","repostId":"1187261016","repostType":4,"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130661323,"gmtCreate":1621539102062,"gmtModify":1631884221799,"author":{"id":"3581927499082603","authorId":"3581927499082603","name":"jacquelyn","avatar":"https://static.tigerbbs.com/76d353b7a623bcc0bb3474b317ce45d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581927499082603","authorIdStr":"3581927499082603"},"themes":[],"title":"","htmlText":"Just&nbsp;DCA into QQQ","listText":"Just&nbsp;DCA into QQQ","text":"Just DCA into QQQ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/130661323","repostId":"1114639105","repostType":4,"repost":{"id":"1114639105","kind":"news","pubTimestamp":1621524985,"share":"https://www.laohu8.com/m/news/1114639105?lang=zh_CN&edition=full","pubTime":"2021-05-20 23:36","market":"us","language":"en","title":"Today's Tech Sell-Off: Where to Invest $5,000 for the Next 5 Years<blockquote>今日科技股抛售：未来5年在哪里投资5,000美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1114639105","media":"Motley Fool","summary":"These tech giants might multiply your $5,000 investment substantially in the coming years.The Nasdaq-100 Technology Sector index has retreated more than 7% in the past month, bringing down the valuations of some fast-growing names in tech that were considered overvalued earlier. But one shouldn't forget that this same index has jumped more than 240% in the past five years, which means that a $5,000 investment in the index would be worth $17,000 now.Advanced Micro Devices  stock has done even bet","content":"<p>These tech giants might multiply your $5,000 investment substantially in the coming years.</p><p><blockquote>这些科技巨头可能会在未来几年大幅增加你的5000美元投资。</blockquote></p><p> The&nbsp;<b>Nasdaq-100 Technology Sector</b>&nbsp;index has retreated more than 7% in the past month, bringing down the valuations of some fast-growing names in tech that were considered overvalued earlier. But one shouldn't forget that this same index has jumped more than 240% in the past five years, which means that a $5,000 investment in the index would be worth $17,000 now.</p><p><blockquote>The<b>纳斯达克100指数科技板块</b>该指数在过去一个月下跌了7%以上，导致一些快速增长的科技公司的估值下降，这些公司此前被认为估值过高。但人们不应该忘记，同一指数在过去五年中上涨了240%以上，这意味着对该指数的5,000美元投资现在价值17,000美元。</blockquote></p><p> <b>Advanced Micro Devices</b>&nbsp;(NASDAQ:AMD)&nbsp;stock has done even better over five years, rising over 1,850% and turning $5,000 into nearly $100,000. Rival graphics card specialist&nbsp;<b>NVIDIA</b>(NASDAQ:NVDA)has soared over 1,200% over a similar period. Both stocks have pulled back thanks to the tech sell-off, but these two stocks could deliver outsized gains over the next five years as well, thanks to the catalysts they are sitting on. Let's find out why.</p><p><blockquote><b>先进微设备公司</b>（纳斯达克：AMD）股票五年来表现更好，上涨了1,850%以上，从5,000美元变成了近100,000美元。竞争对手显卡专家<b>英伟达</b>（纳斯达克：NVDA）同期飙升超过1,200%。由于科技股的抛售，这两只股票都出现了回调，但由于它们所处的催化剂，这两只股票也可能在未来五年内带来巨大的涨幅。让我们找出原因。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45c65cfc8b2918e175d465448db6ae7c\" tg-width=\"2000\" tg-height=\"1427\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>1. Advanced Micro Devices</b></p><p><blockquote><b>1.先进微设备公司</b></blockquote></p><p> AMD's fortunes have&nbsp;changed big time&nbsp;over the past five years. A competitive product lineup has allowed it to&nbsp;take market share away&nbsp;from&nbsp;<b>Intel</b>&nbsp;(NASDAQ:INTC)&nbsp;in the x86 processor market, a trend that's expected to continue in the next five years.</p><p><blockquote>过去五年，AMD的命运发生了巨大变化。具有竞争力的产品阵容使其能够从<b>英特尔</b>（纳斯达克：INTC）在x86处理器市场，这一趋势预计将在未来五年内持续下去。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c49fb00a03d9fc043669c6253b537fc8\" tg-width=\"720\" tg-height=\"387\"><span>AMD DATA BY YCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS提供的AMD数据</span></p></blockquote></p><p> AMD has made solid progress in the PC market through its Ryzen CPUs (central processing units) and Radeon GPUs (graphics processing units). According to the latest data&nbsp;from Steam Hardware Survey for April, AMD now controls almost 29.5% of the PC CPU space. It controlled 25% of the market in December 2020, with Intel holding the rest. Steam data is a credible source for PC market share information, as the platform is used by 120 million monthly active users worldwide.</p><p><blockquote>AMD通过其Ryzen CPU（中央处理器）和Radeon GPU（图形处理器）在PC市场取得了坚实的进展。根据Steam硬件调查4月份的最新数据，AMD现在控制了近29.5%的PC CPU空间。2020年12月，它控制了25%的市场份额，其余份额由英特尔持有。Steam数据是PC市场份额信息的可靠来源，因为该平台在全球有1.2亿月活跃用户使用。</blockquote></p><p> Meanwhile, Mercury Research estimates that AMD's desktop PC market share increased to 19.3% at the end of the first quarter, up from just 11.4% four years ago. It also holds 18% of the mobile CPU market. AMD's CPU market share is expected to&nbsp;jump as high as 50%&nbsp;in 2021 as per Wall Street. This doesn't seem surprising given thetechnology advantage&nbsp;AMD enjoys over Intel, as well as&nbsp;Chipzilla's troubles&nbsp;with getting its latest chips out of the gate.</p><p><blockquote>与此同时，Mercury Research估计，AMD在第一季度末的桌面PC市场份额从四年前的11.4%增至19.3%。它还占据了18%的移动CPU市场。据华尔街报道，AMD的CPU市场份额预计将在2021年跃升至50%。考虑到AMD相对于英特尔的技术优势，以及Chipzilla在推出最新芯片方面遇到的麻烦，这似乎并不奇怪。</blockquote></p><p> AMD has also turned on the heat in the laptop market. The company's Ryzen 5000 mobile processors are expected to&nbsp;power 50% more models&nbsp;this year and pave the way for more market share gains.</p><p><blockquote>AMD也开启了笔记本电脑市场的热度。该公司的锐龙5000移动处理器预计今年将为多50%的型号提供动力，并为更多的市场份额增长铺平道路。</blockquote></p><p> Meanwhile, AMD has made solid progress in the server processor market, finishing Q1 with an 8.9% share. It was nowhere to be seen in server processors four years ago, but the&nbsp;arrival of the EPYC chips&nbsp;has given it a big shot in the arm. AMD is poised to&nbsp;take away more market share&nbsp;from Intel in servers in the coming years and could make billions of dollars from this space.</p><p><blockquote>与此同时，AMD在服务器处理器市场取得了坚实的进展，第一季度以8.9%的份额结束。四年前，它在服务器处理器中还看不到，但EPYC芯片的到来给了它一剂强心针。AMD准备在未来几年从英特尔手中夺走更多服务器市场份额，并可能从这一领域赚取数十亿美元。</blockquote></p><p> On the other hand, the arrival of the latest gaming consoles from&nbsp;<b>Sony</b>&nbsp;and&nbsp;<b>Microsoft</b>&nbsp;that are powered by AMD's chips is&nbsp;moving the needle in a big way&nbsp;for the chipmaker. The PlayStation 5 has sold 7.8 million units so far. It is expected&nbsp;to sell over 200 million units over its lifetime, according to an analyst at Japanese firm Rakuten Securities, as compared to 116 million units of the previous generation PS4.</p><p><blockquote>另一方面，最新游戏机的到来<b>索尼</b>和<b>微软</b>由AMD芯片驱动的芯片对这家芯片制造商来说是一个巨大的推动。PlayStation 5迄今为止已售出780万台。据日本乐天证券公司（Rakuten Securities）的一位分析师称，预计它在其生命周期内的销量将超过2亿台，而上一代PS4的销量为1.16亿台。</blockquote></p><p> What's more, AMD is reportedly getting&nbsp;80% more revenue from each unit of the PS5 over the PS4. So, a combination of higher shipments and stronger revenue from each gaming console should unlock a massive revenue opportunity for the company in the long run. Not surprisingly, analysts expect&nbsp;AMD to deliver almost 30% annual earnings growth over the next five years -- making it a&nbsp;top growth stock&nbsp;where one can park $5,000 right now, given that it is trading at less than 28 times&nbsp;forward earnings.</p><p><blockquote>更重要的是，据报道，AMD从每台PS5中获得的收入比PS4多80%。因此，从长远来看，每台游戏机更高的出货量和更强劲的收入相结合，应该会为公司带来巨大的收入机会。毫不奇怪，分析师预计AMD在未来五年内将实现近30%的年盈利增长——鉴于其预期市盈率不到28倍，这使其成为目前可以投资5,000美元的顶级成长股。</blockquote></p><p> <b>2. NVIDIA</b></p><p><blockquote><b>2.英伟达</b></blockquote></p><p> NVIDIA has come a long way in the past five years. The chipmaker has&nbsp;branched out into&nbsp;several fast-growing applications such as data centers, artificial intelligence, autonomous cars, and&nbsp;5G wireless networks&nbsp;from supplying graphics cards for gaming PCs.</p><p><blockquote>英伟达在过去五年中取得了长足的进步。这家芯片制造商已从为游戏PC提供显卡扩展到数据中心、人工智能、自动驾驶汽车和5G无线网络等多个快速增长的应用领域。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60ad2c7070e39d4c3cca24654ff15c3d\" tg-width=\"720\" tg-height=\"387\"><span>NVDA DATA BY YCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS提供的NVDA数据</span></p></blockquote></p><p> Gaming continues to be NVIDIA's biggest source of revenue, accounting for 46% of its top line last fiscal year. The segment's revenue was up 41% in fiscal 2021 to $7.7 billion, thanks to the launch of NVIDIA's new RTX 30 series graphics cards, which have set the sales charts on fire by triggering a&nbsp;massive upgrade cycle.</p><p><blockquote>游戏仍然是英伟达最大的收入来源，占其上一财年营收的46%。得益于英伟达新RTX 30系列显卡的推出，该部门的收入在2021财年增长了41%，达到77亿美元，这些显卡通过引发大规模升级周期而点燃了销售排行榜。</blockquote></p><p></p><p> NVIDIA estimates that 85% of its installed base is yet to upgrade to the RTX series cards, which pack a&nbsp;huge performance bump&nbsp;at aggressive price points over prior generation cards. That's a huge opportunity, as NVIDIA's installed base of gaming graphics cards&nbsp;stands at 140 million. More importantly, the company's new GPUs are driving an increase in the average selling price (ASP).</p><p><blockquote>NVIDIA估计，其85%的安装基础尚未升级到RTX系列卡，与上一代卡相比，RTX系列卡的性能大幅提升，价格极具竞争力。这是一个巨大的机会，因为NVIDIA的游戏显卡安装基数为1.4亿。更重要的是，该公司的新GPU正在推动平均售价（ASP）的上涨。</blockquote></p><p> The latest Ampere-based GPUs recorded&nbsp;an ASP of $360 in the first six months of their launch thanks to an increase in the proportion of customers buying higher-priced cards. That's 20% higher than the previous generation Turing cards that had an ASP of $300 in the initial six months, and well above the $245 ASP of the Pascal cards that were released&nbsp;five years ago.</p><p><blockquote>由于购买高价卡的客户比例增加，最新的基于Ampere的GPU在推出的前六个月的平均售价为360美元。这比上一代图灵卡在最初六个月的平均售价为300美元高出20%，也远高于五年前发布的Pascal卡的平均售价245美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/248662e56d72ba00757a9c18076ebd6b\" tg-width=\"2000\" tg-height=\"1125\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> So, NVIDIA's gaming business could keep growing at a terrific pace over the next five years thanks to a combination of strong volumes and improved pricing. Jon Peddie Research estimates&nbsp;that 41.5 million discrete GPUs were sold in 2020, and NVIDIA&nbsp;dominated this market&nbsp;with a share of 82% at the end of the year. This bodes well for NVIDIA's future, as the GPU market is expected to clock annual growth of nearly 34% through 2027 as per third-party&nbsp;estimates.</p><p><blockquote>因此，得益于强劲的销量和改进的定价，英伟达的游戏业务可能会在未来五年内继续以惊人的速度增长。Jon Peddie Research估计，2020年售出了4150万个独立GPU，英伟达在年底以82%的份额主导了这一市场。这对NVIDIA的未来来说是个好兆头，因为根据第三方的估计，到2027年，GPU市场的年增长率预计将接近34%。</blockquote></p><p> Beyond gaming, NVIDIA is sitting on huge opportunities in nascent markets such as self-driving cars. The company has struck several partnerships in this space and has already lined up automotive design wins&nbsp;worth $8 billion&nbsp;for the next five years. This figure could keep growing thanks to NVIDIA's solid product roadmap, which indicates that it is working on more powerful self-driving platforms that should hit the market in the coming years.</p><p><blockquote>除了游戏之外，英伟达还在自动驾驶汽车等新兴市场坐拥巨大机遇。该公司已在该领域建立了多个合作伙伴关系，并已在未来五年内赢得了价值80亿美元的汽车设计大奖。由于英伟达坚实的产品路线图，这一数字可能会继续增长，这表明它正在开发更强大的自动驾驶平台，这些平台应该会在未来几年上市。</blockquote></p><p> Throw in the fact that NVIDIA's terrific growth in the data center market won't be fading any time soon, and investors will have one more reason to hold on to this tech titan. The data center business generated $6.7 billion in revenue in FY21, up 124% year over year. It accounted for 40% of the total revenue. NVIDIA is now branching out into new areas to ensure that this business keeps growing at elevated rates.</p><p><blockquote>再加上英伟达在数据中心市场的惊人增长不会很快消退，投资者将有更多理由持有这家科技巨头。数据中心业务在2021财年创造了67亿美元的收入，同比增长124%。占总收入的40%。NVIDIA现在正在拓展新领域，以确保该业务保持高速增长。</blockquote></p><p> It recently announced&nbsp;the Grace CPU, a server processor that's expected to go on sale in 2023. This would be new territory for NVIDIA, and success here could supercharge the company's data center business, as the server processor market is expected to be worth $19 billion&nbsp;by 2023.</p><p><blockquote>它最近宣布了Grace CPU，这是一款服务器处理器，预计将于2023年上市。这对英伟达来说将是一个新的领域，在这方面的成功可能会推动该公司的数据中心业务，因为预计到2023年，服务器处理器市场的价值将达到190亿美元。</blockquote></p><p> So, NVIDIA still has a lot of room for growth. Analysts forecast 20%-plus annual earnings growth for the next five years, though NVIDIA could do better if the new opportunities it is attacking bear fruit. In all, NVIDIA looks like a top stock where investors can park $5,000, as it is set for multi-year growth and trades at an attractive 36 times&nbsp;forward earnings as compared to 2020's average multiple of 46.</p><p><blockquote>所以，英伟达还有很大的增长空间。分析师预测未来五年的年盈利增长将超过20%，不过如果英伟达正在攻击的新机会取得成果，它可能会做得更好。总而言之，英伟达看起来是一只投资者可以投资5,000美元的顶级股票，因为它有望实现多年增长，并且预期市盈率为36倍，而2020年的平均市盈率为46倍，颇具吸引力。</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>Today's Tech Sell-Off: Where to Invest $5,000 for the Next 5 Years<blockquote>今日科技股抛售：未来5年在哪里投资5,000美元</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\">\nToday's Tech Sell-Off: Where to Invest $5,000 for the Next 5 Years<blockquote>今日科技股抛售：未来5年在哪里投资5,000美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-05-20 23:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p>These tech giants might multiply your $5,000 investment substantially in the coming years.</p><p><blockquote>这些科技巨头可能会在未来几年大幅增加你的5000美元投资。</blockquote></p><p> The&nbsp;<b>Nasdaq-100 Technology Sector</b>&nbsp;index has retreated more than 7% in the past month, bringing down the valuations of some fast-growing names in tech that were considered overvalued earlier. But one shouldn't forget that this same index has jumped more than 240% in the past five years, which means that a $5,000 investment in the index would be worth $17,000 now.</p><p><blockquote>The<b>纳斯达克100指数科技板块</b>该指数在过去一个月下跌了7%以上，导致一些快速增长的科技公司的估值下降，这些公司此前被认为估值过高。但人们不应该忘记，同一指数在过去五年中上涨了240%以上，这意味着对该指数的5,000美元投资现在价值17,000美元。</blockquote></p><p> <b>Advanced Micro Devices</b>&nbsp;(NASDAQ:AMD)&nbsp;stock has done even better over five years, rising over 1,850% and turning $5,000 into nearly $100,000. Rival graphics card specialist&nbsp;<b>NVIDIA</b>(NASDAQ:NVDA)has soared over 1,200% over a similar period. Both stocks have pulled back thanks to the tech sell-off, but these two stocks could deliver outsized gains over the next five years as well, thanks to the catalysts they are sitting on. Let's find out why.</p><p><blockquote><b>先进微设备公司</b>（纳斯达克：AMD）股票五年来表现更好，上涨了1,850%以上，从5,000美元变成了近100,000美元。竞争对手显卡专家<b>英伟达</b>（纳斯达克：NVDA）同期飙升超过1,200%。由于科技股的抛售，这两只股票都出现了回调，但由于它们所处的催化剂，这两只股票也可能在未来五年内带来巨大的涨幅。让我们找出原因。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45c65cfc8b2918e175d465448db6ae7c\" tg-width=\"2000\" tg-height=\"1427\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>1. Advanced Micro Devices</b></p><p><blockquote><b>1.先进微设备公司</b></blockquote></p><p> AMD's fortunes have&nbsp;changed big time&nbsp;over the past five years. A competitive product lineup has allowed it to&nbsp;take market share away&nbsp;from&nbsp;<b>Intel</b>&nbsp;(NASDAQ:INTC)&nbsp;in the x86 processor market, a trend that's expected to continue in the next five years.</p><p><blockquote>过去五年，AMD的命运发生了巨大变化。具有竞争力的产品阵容使其能够从<b>英特尔</b>（纳斯达克：INTC）在x86处理器市场，这一趋势预计将在未来五年内持续下去。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c49fb00a03d9fc043669c6253b537fc8\" tg-width=\"720\" tg-height=\"387\"><span>AMD DATA BY YCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS提供的AMD数据</span></p></blockquote></p><p> AMD has made solid progress in the PC market through its Ryzen CPUs (central processing units) and Radeon GPUs (graphics processing units). According to the latest data&nbsp;from Steam Hardware Survey for April, AMD now controls almost 29.5% of the PC CPU space. It controlled 25% of the market in December 2020, with Intel holding the rest. Steam data is a credible source for PC market share information, as the platform is used by 120 million monthly active users worldwide.</p><p><blockquote>AMD通过其Ryzen CPU（中央处理器）和Radeon GPU（图形处理器）在PC市场取得了坚实的进展。根据Steam硬件调查4月份的最新数据，AMD现在控制了近29.5%的PC CPU空间。2020年12月，它控制了25%的市场份额，其余份额由英特尔持有。Steam数据是PC市场份额信息的可靠来源，因为该平台在全球有1.2亿月活跃用户使用。</blockquote></p><p> Meanwhile, Mercury Research estimates that AMD's desktop PC market share increased to 19.3% at the end of the first quarter, up from just 11.4% four years ago. It also holds 18% of the mobile CPU market. AMD's CPU market share is expected to&nbsp;jump as high as 50%&nbsp;in 2021 as per Wall Street. This doesn't seem surprising given thetechnology advantage&nbsp;AMD enjoys over Intel, as well as&nbsp;Chipzilla's troubles&nbsp;with getting its latest chips out of the gate.</p><p><blockquote>与此同时，Mercury Research估计，AMD在第一季度末的桌面PC市场份额从四年前的11.4%增至19.3%。它还占据了18%的移动CPU市场。据华尔街报道，AMD的CPU市场份额预计将在2021年跃升至50%。考虑到AMD相对于英特尔的技术优势，以及Chipzilla在推出最新芯片方面遇到的麻烦，这似乎并不奇怪。</blockquote></p><p> AMD has also turned on the heat in the laptop market. The company's Ryzen 5000 mobile processors are expected to&nbsp;power 50% more models&nbsp;this year and pave the way for more market share gains.</p><p><blockquote>AMD也开启了笔记本电脑市场的热度。该公司的锐龙5000移动处理器预计今年将为多50%的型号提供动力，并为更多的市场份额增长铺平道路。</blockquote></p><p> Meanwhile, AMD has made solid progress in the server processor market, finishing Q1 with an 8.9% share. It was nowhere to be seen in server processors four years ago, but the&nbsp;arrival of the EPYC chips&nbsp;has given it a big shot in the arm. AMD is poised to&nbsp;take away more market share&nbsp;from Intel in servers in the coming years and could make billions of dollars from this space.</p><p><blockquote>与此同时，AMD在服务器处理器市场取得了坚实的进展，第一季度以8.9%的份额结束。四年前，它在服务器处理器中还看不到，但EPYC芯片的到来给了它一剂强心针。AMD准备在未来几年从英特尔手中夺走更多服务器市场份额，并可能从这一领域赚取数十亿美元。</blockquote></p><p> On the other hand, the arrival of the latest gaming consoles from&nbsp;<b>Sony</b>&nbsp;and&nbsp;<b>Microsoft</b>&nbsp;that are powered by AMD's chips is&nbsp;moving the needle in a big way&nbsp;for the chipmaker. The PlayStation 5 has sold 7.8 million units so far. It is expected&nbsp;to sell over 200 million units over its lifetime, according to an analyst at Japanese firm Rakuten Securities, as compared to 116 million units of the previous generation PS4.</p><p><blockquote>另一方面，最新游戏机的到来<b>索尼</b>和<b>微软</b>由AMD芯片驱动的芯片对这家芯片制造商来说是一个巨大的推动。PlayStation 5迄今为止已售出780万台。据日本乐天证券公司（Rakuten Securities）的一位分析师称，预计它在其生命周期内的销量将超过2亿台，而上一代PS4的销量为1.16亿台。</blockquote></p><p> What's more, AMD is reportedly getting&nbsp;80% more revenue from each unit of the PS5 over the PS4. So, a combination of higher shipments and stronger revenue from each gaming console should unlock a massive revenue opportunity for the company in the long run. Not surprisingly, analysts expect&nbsp;AMD to deliver almost 30% annual earnings growth over the next five years -- making it a&nbsp;top growth stock&nbsp;where one can park $5,000 right now, given that it is trading at less than 28 times&nbsp;forward earnings.</p><p><blockquote>更重要的是，据报道，AMD从每台PS5中获得的收入比PS4多80%。因此，从长远来看，每台游戏机更高的出货量和更强劲的收入相结合，应该会为公司带来巨大的收入机会。毫不奇怪，分析师预计AMD在未来五年内将实现近30%的年盈利增长——鉴于其预期市盈率不到28倍，这使其成为目前可以投资5,000美元的顶级成长股。</blockquote></p><p> <b>2. NVIDIA</b></p><p><blockquote><b>2.英伟达</b></blockquote></p><p> NVIDIA has come a long way in the past five years. The chipmaker has&nbsp;branched out into&nbsp;several fast-growing applications such as data centers, artificial intelligence, autonomous cars, and&nbsp;5G wireless networks&nbsp;from supplying graphics cards for gaming PCs.</p><p><blockquote>英伟达在过去五年中取得了长足的进步。这家芯片制造商已从为游戏PC提供显卡扩展到数据中心、人工智能、自动驾驶汽车和5G无线网络等多个快速增长的应用领域。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60ad2c7070e39d4c3cca24654ff15c3d\" tg-width=\"720\" tg-height=\"387\"><span>NVDA DATA BY YCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS提供的NVDA数据</span></p></blockquote></p><p> Gaming continues to be NVIDIA's biggest source of revenue, accounting for 46% of its top line last fiscal year. The segment's revenue was up 41% in fiscal 2021 to $7.7 billion, thanks to the launch of NVIDIA's new RTX 30 series graphics cards, which have set the sales charts on fire by triggering a&nbsp;massive upgrade cycle.</p><p><blockquote>游戏仍然是英伟达最大的收入来源，占其上一财年营收的46%。得益于英伟达新RTX 30系列显卡的推出，该部门的收入在2021财年增长了41%，达到77亿美元，这些显卡通过引发大规模升级周期而点燃了销售排行榜。</blockquote></p><p></p><p> NVIDIA estimates that 85% of its installed base is yet to upgrade to the RTX series cards, which pack a&nbsp;huge performance bump&nbsp;at aggressive price points over prior generation cards. That's a huge opportunity, as NVIDIA's installed base of gaming graphics cards&nbsp;stands at 140 million. More importantly, the company's new GPUs are driving an increase in the average selling price (ASP).</p><p><blockquote>NVIDIA估计，其85%的安装基础尚未升级到RTX系列卡，与上一代卡相比，RTX系列卡的性能大幅提升，价格极具竞争力。这是一个巨大的机会，因为NVIDIA的游戏显卡安装基数为1.4亿。更重要的是，该公司的新GPU正在推动平均售价（ASP）的上涨。</blockquote></p><p> The latest Ampere-based GPUs recorded&nbsp;an ASP of $360 in the first six months of their launch thanks to an increase in the proportion of customers buying higher-priced cards. That's 20% higher than the previous generation Turing cards that had an ASP of $300 in the initial six months, and well above the $245 ASP of the Pascal cards that were released&nbsp;five years ago.</p><p><blockquote>由于购买高价卡的客户比例增加，最新的基于Ampere的GPU在推出的前六个月的平均售价为360美元。这比上一代图灵卡在最初六个月的平均售价为300美元高出20%，也远高于五年前发布的Pascal卡的平均售价245美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/248662e56d72ba00757a9c18076ebd6b\" tg-width=\"2000\" tg-height=\"1125\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> So, NVIDIA's gaming business could keep growing at a terrific pace over the next five years thanks to a combination of strong volumes and improved pricing. Jon Peddie Research estimates&nbsp;that 41.5 million discrete GPUs were sold in 2020, and NVIDIA&nbsp;dominated this market&nbsp;with a share of 82% at the end of the year. This bodes well for NVIDIA's future, as the GPU market is expected to clock annual growth of nearly 34% through 2027 as per third-party&nbsp;estimates.</p><p><blockquote>因此，得益于强劲的销量和改进的定价，英伟达的游戏业务可能会在未来五年内继续以惊人的速度增长。Jon Peddie Research估计，2020年售出了4150万个独立GPU，英伟达在年底以82%的份额主导了这一市场。这对NVIDIA的未来来说是个好兆头，因为根据第三方的估计，到2027年，GPU市场的年增长率预计将接近34%。</blockquote></p><p> Beyond gaming, NVIDIA is sitting on huge opportunities in nascent markets such as self-driving cars. The company has struck several partnerships in this space and has already lined up automotive design wins&nbsp;worth $8 billion&nbsp;for the next five years. This figure could keep growing thanks to NVIDIA's solid product roadmap, which indicates that it is working on more powerful self-driving platforms that should hit the market in the coming years.</p><p><blockquote>除了游戏之外，英伟达还在自动驾驶汽车等新兴市场坐拥巨大机遇。该公司已在该领域建立了多个合作伙伴关系，并已在未来五年内赢得了价值80亿美元的汽车设计大奖。由于英伟达坚实的产品路线图，这一数字可能会继续增长，这表明它正在开发更强大的自动驾驶平台，这些平台应该会在未来几年上市。</blockquote></p><p> Throw in the fact that NVIDIA's terrific growth in the data center market won't be fading any time soon, and investors will have one more reason to hold on to this tech titan. The data center business generated $6.7 billion in revenue in FY21, up 124% year over year. It accounted for 40% of the total revenue. NVIDIA is now branching out into new areas to ensure that this business keeps growing at elevated rates.</p><p><blockquote>再加上英伟达在数据中心市场的惊人增长不会很快消退，投资者将有更多理由持有这家科技巨头。数据中心业务在2021财年创造了67亿美元的收入，同比增长124%。占总收入的40%。NVIDIA现在正在拓展新领域，以确保该业务保持高速增长。</blockquote></p><p> It recently announced&nbsp;the Grace CPU, a server processor that's expected to go on sale in 2023. This would be new territory for NVIDIA, and success here could supercharge the company's data center business, as the server processor market is expected to be worth $19 billion&nbsp;by 2023.</p><p><blockquote>它最近宣布了Grace CPU，这是一款服务器处理器，预计将于2023年上市。这对英伟达来说将是一个新的领域，在这方面的成功可能会推动该公司的数据中心业务，因为预计到2023年，服务器处理器市场的价值将达到190亿美元。</blockquote></p><p> So, NVIDIA still has a lot of room for growth. Analysts forecast 20%-plus annual earnings growth for the next five years, though NVIDIA could do better if the new opportunities it is attacking bear fruit. In all, NVIDIA looks like a top stock where investors can park $5,000, as it is set for multi-year growth and trades at an attractive 36 times&nbsp;forward earnings as compared to 2020's average multiple of 46.</p><p><blockquote>所以，英伟达还有很大的增长空间。分析师预测未来五年的年盈利增长将超过20%，不过如果英伟达正在攻击的新机会取得成果，它可能会做得更好。总而言之，英伟达看起来是一只投资者可以投资5,000美元的顶级股票，因为它有望实现多年增长，并且预期市盈率为36倍，而2020年的平均市盈率为46倍，颇具吸引力。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/05/20/tech-sell-off-where-invest-5000-for-next-5-years/\">Motley Fool</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","NVDA":"英伟达","NDX":"纳斯达克100指数"},"source_url":"https://www.fool.com/investing/2021/05/20/tech-sell-off-where-invest-5000-for-next-5-years/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114639105","content_text":"These tech giants might multiply your $5,000 investment substantially in the coming years.\nThe Nasdaq-100 Technology Sector index has retreated more than 7% in the past month, bringing down the valuations of some fast-growing names in tech that were considered overvalued earlier. But one shouldn't forget that this same index has jumped more than 240% in the past five years, which means that a $5,000 investment in the index would be worth $17,000 now.\nAdvanced Micro Devices (NASDAQ:AMD) stock has done even better over five years, rising over 1,850% and turning $5,000 into nearly $100,000. Rival graphics card specialist NVIDIA(NASDAQ:NVDA)has soared over 1,200% over a similar period. Both stocks have pulled back thanks to the tech sell-off, but these two stocks could deliver outsized gains over the next five years as well, thanks to the catalysts they are sitting on. Let's find out why.\nIMAGE SOURCE: GETTY IMAGES.\n1. Advanced Micro Devices\nAMD's fortunes have changed big time over the past five years. A competitive product lineup has allowed it to take market share away from Intel (NASDAQ:INTC) in the x86 processor market, a trend that's expected to continue in the next five years.\nAMD DATA BY YCHARTS\nAMD has made solid progress in the PC market through its Ryzen CPUs (central processing units) and Radeon GPUs (graphics processing units). According to the latest data from Steam Hardware Survey for April, AMD now controls almost 29.5% of the PC CPU space. It controlled 25% of the market in December 2020, with Intel holding the rest. Steam data is a credible source for PC market share information, as the platform is used by 120 million monthly active users worldwide.\nMeanwhile, Mercury Research estimates that AMD's desktop PC market share increased to 19.3% at the end of the first quarter, up from just 11.4% four years ago. It also holds 18% of the mobile CPU market. AMD's CPU market share is expected to jump as high as 50% in 2021 as per Wall Street. This doesn't seem surprising given thetechnology advantage AMD enjoys over Intel, as well as Chipzilla's troubles with getting its latest chips out of the gate.\nAMD has also turned on the heat in the laptop market. The company's Ryzen 5000 mobile processors are expected to power 50% more models this year and pave the way for more market share gains.\nMeanwhile, AMD has made solid progress in the server processor market, finishing Q1 with an 8.9% share. It was nowhere to be seen in server processors four years ago, but the arrival of the EPYC chips has given it a big shot in the arm. AMD is poised to take away more market share from Intel in servers in the coming years and could make billions of dollars from this space.\nOn the other hand, the arrival of the latest gaming consoles from Sony and Microsoft that are powered by AMD's chips is moving the needle in a big way for the chipmaker. The PlayStation 5 has sold 7.8 million units so far. It is expected to sell over 200 million units over its lifetime, according to an analyst at Japanese firm Rakuten Securities, as compared to 116 million units of the previous generation PS4.\nWhat's more, AMD is reportedly getting 80% more revenue from each unit of the PS5 over the PS4. So, a combination of higher shipments and stronger revenue from each gaming console should unlock a massive revenue opportunity for the company in the long run. Not surprisingly, analysts expect AMD to deliver almost 30% annual earnings growth over the next five years -- making it a top growth stock where one can park $5,000 right now, given that it is trading at less than 28 times forward earnings.\n2. NVIDIA\nNVIDIA has come a long way in the past five years. The chipmaker has branched out into several fast-growing applications such as data centers, artificial intelligence, autonomous cars, and 5G wireless networks from supplying graphics cards for gaming PCs.\nNVDA DATA BY YCHARTS\nGaming continues to be NVIDIA's biggest source of revenue, accounting for 46% of its top line last fiscal year. The segment's revenue was up 41% in fiscal 2021 to $7.7 billion, thanks to the launch of NVIDIA's new RTX 30 series graphics cards, which have set the sales charts on fire by triggering a massive upgrade cycle.\nNVIDIA estimates that 85% of its installed base is yet to upgrade to the RTX series cards, which pack a huge performance bump at aggressive price points over prior generation cards. That's a huge opportunity, as NVIDIA's installed base of gaming graphics cards stands at 140 million. More importantly, the company's new GPUs are driving an increase in the average selling price (ASP).\nThe latest Ampere-based GPUs recorded an ASP of $360 in the first six months of their launch thanks to an increase in the proportion of customers buying higher-priced cards. That's 20% higher than the previous generation Turing cards that had an ASP of $300 in the initial six months, and well above the $245 ASP of the Pascal cards that were released five years ago.\nIMAGE SOURCE: GETTY IMAGES.\nSo, NVIDIA's gaming business could keep growing at a terrific pace over the next five years thanks to a combination of strong volumes and improved pricing. Jon Peddie Research estimates that 41.5 million discrete GPUs were sold in 2020, and NVIDIA dominated this market with a share of 82% at the end of the year. This bodes well for NVIDIA's future, as the GPU market is expected to clock annual growth of nearly 34% through 2027 as per third-party estimates.\nBeyond gaming, NVIDIA is sitting on huge opportunities in nascent markets such as self-driving cars. The company has struck several partnerships in this space and has already lined up automotive design wins worth $8 billion for the next five years. This figure could keep growing thanks to NVIDIA's solid product roadmap, which indicates that it is working on more powerful self-driving platforms that should hit the market in the coming years.\nThrow in the fact that NVIDIA's terrific growth in the data center market won't be fading any time soon, and investors will have one more reason to hold on to this tech titan. The data center business generated $6.7 billion in revenue in FY21, up 124% year over year. It accounted for 40% of the total revenue. NVIDIA is now branching out into new areas to ensure that this business keeps growing at elevated rates.\nIt recently announced the Grace CPU, a server processor that's expected to go on sale in 2023. This would be new territory for NVIDIA, and success here could supercharge the company's data center business, as the server processor market is expected to be worth $19 billion by 2023.\nSo, NVIDIA still has a lot of room for growth. Analysts forecast 20%-plus annual earnings growth for the next five years, though NVIDIA could do better if the new opportunities it is attacking bear fruit. In all, NVIDIA looks like a top stock where investors can park $5,000, as it is set for multi-year growth and trades at an attractive 36 times forward earnings as compared to 2020's average multiple of 46.","news_type":1,"symbols_score_info":{"AMD":0.9,"NDX":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}