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dotdot112

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2021-12-17

[Sad]

Why AMD, Qualcomm, and Skyworks Stocks Crashed<blockquote>AMD、高通和Skyworks股价为何暴跌</blockquote>

2021-12-11

[Miser]

抱歉，原内容已删除

2021-12-08

[Happy]

抱歉，原内容已删除

2021-12-08

[Happy] [Happy]

抱歉，原内容已删除

2021-12-01

Turbulence ahead?

Nasdaq 100 futures rose nearly 1%, Dow Jones futures rose 0.43%, S&P 500 futures rose 0.71.<blockquote>纳斯达克100期货涨近1%，道琼斯期货涨0.43%，标普500期货涨0.71。</blockquote>

2021-12-01

[Strong]

Nasdaq 100 futures rose nearly 1%, Dow Jones futures rose 0.43%, S&P 500 futures rose 0.71.<blockquote>纳斯达克100期货涨近1%，道琼斯期货涨0.43%，标普500期货涨0.71。</blockquote>

2021-12-01

[Strong]

GlobalFoundries forecasts upbeat sales on booming chip demand<blockquote>GlobalFoundries预测芯片需求蓬勃发展将带来乐观销售</blockquote>

2021-11-30

[Strong]

抱歉，原内容已删除

2021-11-17

Great ariticle, would you like to share it?

抱歉，原内容已删除

2021-11-13

$Upstart Holdings, Inc.(UPST)$wait for a higher high close?

2021-11-12

Great ariticle, would you like to share it?

抱歉，原内容已删除

2021-11-12

$FRENCKEN GROUP LIMITED(E28.SI)$[Miser] [Miser]

2021-11-12

$Apple(AAPL)$For coins and likes.. tq

2021-11-11

$Apple(AAPL)$For coins and likes tq

2021-11-11

$Q & M DENTAL GROUP (S) LIMITED(QC7.SI)$Will it go back to glory?

2021-11-10

$Apple(AAPL)$For coins and likes tq

2021-11-09

$Apple(AAPL)$For coins and likes tq

2021-11-08

$DBS GROUP HOLDINGS LTD(D05.SI)$Ath

2021-11-08

$Apple(AAPL)$For coins and likes tq

2021-11-07

$Netflix(NFLX)$Miss the rally[Sad]

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10:36","market":"us","language":"en","title":"Why AMD, Qualcomm, and Skyworks Stocks Crashed<blockquote>AMD、高通和Skyworks股价为何暴跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156042491","media":"Motley Fool","summary":"What happened\nIt's Thursday, and semiconductor stocks are in a funk. As of 4 p.m. ET, shares of Adva","content":"<p><b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p> It's Thursday, and&nbsp;semiconductor&nbsp;stocks are in a funk. As of 4 p.m. ET, shares of&nbsp;<b>Advanced Micro Devices</b>(NASDAQ:AMD)have already lost 5.37%,&nbsp;<b>Qualcomm</b>(NASDAQ:QCOM)is down 5.88%, and&nbsp;<b>Skyworks Solutions</b>(NASDAQ:SWKS)is taking it particularly hard on the chin -- down 8.47%.</p><p><blockquote>今天是周四，半导体股陷入恐慌。截至下午4点美国东部时间，股份<b>先进微设备公司</b>（纳斯达克：AMD）已经下跌了5.37%，<b>Qualcomm</b>（纳斯达克：QCOM）下跌5.88%，<b>Skyworks解决方案</b>（纳斯达克：SWKS）的表现尤其糟糕，下跌了8.47%。</blockquote></p><p> I blame&nbsp;<b>Apple</b>&nbsp;for all of the above.</p><p><blockquote>我责怪<b>苹果</b>对于以上所有内容。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Investors in chips stocks today have only a choice between bad short-term news and potentially worse long-term news, I fear. In the short term, the bad news is this:</p><p><blockquote>我担心，如今芯片股的投资者只能在糟糕的短期消息和可能更糟糕的长期消息之间做出选择。短期来看，坏消息是这样的：</blockquote></p><p> iPhone 13 smartphones are in short supply this holiday season, according to a report from an analyst at&nbsp;<b>KeyBanc Capital Markets</b>, relayed byThe Fly. Indeed, demand for the devices has outstripped supply since Thanksgiving. And despite reports that&nbsp;things had been getting better earlier this month&nbsp;as the delta COVID-19 pandemic switched over into an omicron COVID-19 pandemic, KeyBanc analyst John Vinh now observes that \"the majority of stores\" he has surveyed report not having&nbsp;<i>any</i>&nbsp;iPhone 13 Pro or Max phones in stock.</p><p><blockquote>根据分析师的报告，iPhone 13智能手机在这个假期供不应求<b>KeyBanc资本市场</b>，由苍蝇接力。事实上，自感恩节以来，对这些设备的需求已经超过了供应。尽管有报道称，本月早些时候，随着三角洲COVID-19大流行转变为奥密克戎COVID-19大流行，情况有所好转，但KeyBanc分析师John Vinh现在观察到，他调查的“大多数商店”报告没有<i>任何</i>iPhone 13 Pro或Max手机有货。</blockquote></p><p> Granted, he concludes that this news is ultimately only neutral for companies including AMD, Qualcomm, and Skyworks that supply chips for Apple devices -- but neutral isn't good. While suppliers can presumably charge Apple premium prices in a time of constrained chip supply, fewer iPhone sales still logically implies fewer chips being sold to build those Apple products.</p><p><blockquote>诚然，他的结论是，这一消息最终只对AMD、高通和Skyworks等为苹果设备供应芯片的公司是中立的，但中立并不好。虽然在芯片供应紧张的情况下，供应商可能会向苹果收取溢价，但iPhone销量减少在逻辑上仍然意味着用于制造这些苹果产品的芯片减少。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> At the same time, you have to figure that, at some point, Apple is going to get upset at its inability to obtain all the chips it wants. This, combined with the company's already-confirmed belief that it can&nbsp;design better chips itself&nbsp;than it can buy from third-party chipmakers, creates&nbsp;a longer-term risk&nbsp;of semiconductor companies losing Apple (and eventually, companies other than Apple) as dependable customers.</p><p><blockquote>与此同时，你必须明白，在某个时候，苹果将会因为无法获得它想要的所有芯片而感到不安。这一点，再加上该公司已经证实的信念，即它可以自己设计比从第三方芯片制造商那里购买更好的芯片，这就造成了半导体公司失去苹果（最终失去苹果以外的公司）作为可靠客户的长期风险。</blockquote></p><p> In that regard, we note that Bloomberg is reporting today that Apple has begun hiring engineers skilled in building wireless communication chips, with the aim of \"eventually\" replacing suppliers&nbsp;<b>Broadcom</b>&nbsp;and Skyworks with wireless chips Apple designs in-house.</p><p><blockquote>在这方面，我们注意到彭博社今天报道说，苹果已经开始招聘擅长制造无线通信芯片的工程师，目的是“最终”取代供应商<b>Broadcom</b>Skyworks采用苹果内部设计的无线芯片。</blockquote></p><p> Now, you might not think that bad news for Skyworks would necessarily affect companies like AMD and Qualcomm -- and today, Skyworks<i>is</i>in fact faring worse than the others. One reason: A decision by Apple to design its own wireless chips appears to be part of the same story that saw Apple oust&nbsp;<b>Intel</b>&nbsp;as its favored chip supplier&nbsp;last year.</p><p><blockquote>现在，您可能不会认为Skyworks的坏消息一定会影响AMD和高通等公司——而今天，Skyworks<i>是</i>事实上比其他人过得更糟。原因之一：苹果设计自己的无线芯片的决定似乎是导致苹果下台的同一故事的一部分<b>英特尔</b>作为其去年青睐的芯片供应商。</blockquote></p><p> More and more frequently, it appears that Apple -- and eventually other companies -- may be deciding that it's better to design their chips in-house than buy off the shelf. Long term, that's a threat to all dedicated semiconductor companies.</p><p><blockquote>越来越多的情况是，苹果——最终还有其他公司——可能会决定在内部设计芯片比购买现成的芯片更好。从长远来看，这对所有专注的半导体公司都是一个威胁。</blockquote></p><p> And it's why pretty much everyone associated with the chip industry&nbsp;is going down.</p><p><blockquote>这就是为什么几乎所有与芯片行业相关的人都在走下坡路。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why AMD, Qualcomm, and Skyworks Stocks Crashed<blockquote>AMD、高通和Skyworks股价为何暴跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy AMD, Qualcomm, and Skyworks Stocks Crashed<blockquote>AMD、高通和Skyworks股价为何暴跌</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\">2021-12-17 10:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p> It's Thursday, and&nbsp;semiconductor&nbsp;stocks are in a funk. As of 4 p.m. ET, shares of&nbsp;<b>Advanced Micro Devices</b>(NASDAQ:AMD)have already lost 5.37%,&nbsp;<b>Qualcomm</b>(NASDAQ:QCOM)is down 5.88%, and&nbsp;<b>Skyworks Solutions</b>(NASDAQ:SWKS)is taking it particularly hard on the chin -- down 8.47%.</p><p><blockquote>今天是周四，半导体股陷入恐慌。截至下午4点美国东部时间，股份<b>先进微设备公司</b>（纳斯达克：AMD）已经下跌了5.37%，<b>Qualcomm</b>（纳斯达克：QCOM）下跌5.88%，<b>Skyworks解决方案</b>（纳斯达克：SWKS）的表现尤其糟糕，下跌了8.47%。</blockquote></p><p> I blame&nbsp;<b>Apple</b>&nbsp;for all of the above.</p><p><blockquote>我责怪<b>苹果</b>对于以上所有内容。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Investors in chips stocks today have only a choice between bad short-term news and potentially worse long-term news, I fear. In the short term, the bad news is this:</p><p><blockquote>我担心，如今芯片股的投资者只能在糟糕的短期消息和可能更糟糕的长期消息之间做出选择。短期来看，坏消息是这样的：</blockquote></p><p> iPhone 13 smartphones are in short supply this holiday season, according to a report from an analyst at&nbsp;<b>KeyBanc Capital Markets</b>, relayed byThe Fly. Indeed, demand for the devices has outstripped supply since Thanksgiving. And despite reports that&nbsp;things had been getting better earlier this month&nbsp;as the delta COVID-19 pandemic switched over into an omicron COVID-19 pandemic, KeyBanc analyst John Vinh now observes that \"the majority of stores\" he has surveyed report not having&nbsp;<i>any</i>&nbsp;iPhone 13 Pro or Max phones in stock.</p><p><blockquote>根据分析师的报告，iPhone 13智能手机在这个假期供不应求<b>KeyBanc资本市场</b>，由苍蝇接力。事实上，自感恩节以来，对这些设备的需求已经超过了供应。尽管有报道称，本月早些时候，随着三角洲COVID-19大流行转变为奥密克戎COVID-19大流行，情况有所好转，但KeyBanc分析师John Vinh现在观察到，他调查的“大多数商店”报告没有<i>任何</i>iPhone 13 Pro或Max手机有货。</blockquote></p><p> Granted, he concludes that this news is ultimately only neutral for companies including AMD, Qualcomm, and Skyworks that supply chips for Apple devices -- but neutral isn't good. While suppliers can presumably charge Apple premium prices in a time of constrained chip supply, fewer iPhone sales still logically implies fewer chips being sold to build those Apple products.</p><p><blockquote>诚然，他的结论是，这一消息最终只对AMD、高通和Skyworks等为苹果设备供应芯片的公司是中立的，但中立并不好。虽然在芯片供应紧张的情况下，供应商可能会向苹果收取溢价，但iPhone销量减少在逻辑上仍然意味着用于制造这些苹果产品的芯片减少。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> At the same time, you have to figure that, at some point, Apple is going to get upset at its inability to obtain all the chips it wants. This, combined with the company's already-confirmed belief that it can&nbsp;design better chips itself&nbsp;than it can buy from third-party chipmakers, creates&nbsp;a longer-term risk&nbsp;of semiconductor companies losing Apple (and eventually, companies other than Apple) as dependable customers.</p><p><blockquote>与此同时，你必须明白，在某个时候，苹果将会因为无法获得它想要的所有芯片而感到不安。这一点，再加上该公司已经证实的信念，即它可以自己设计比从第三方芯片制造商那里购买更好的芯片，这就造成了半导体公司失去苹果（最终失去苹果以外的公司）作为可靠客户的长期风险。</blockquote></p><p> In that regard, we note that Bloomberg is reporting today that Apple has begun hiring engineers skilled in building wireless communication chips, with the aim of \"eventually\" replacing suppliers&nbsp;<b>Broadcom</b>&nbsp;and Skyworks with wireless chips Apple designs in-house.</p><p><blockquote>在这方面，我们注意到彭博社今天报道说，苹果已经开始招聘擅长制造无线通信芯片的工程师，目的是“最终”取代供应商<b>Broadcom</b>Skyworks采用苹果内部设计的无线芯片。</blockquote></p><p> Now, you might not think that bad news for Skyworks would necessarily affect companies like AMD and Qualcomm -- and today, Skyworks<i>is</i>in fact faring worse than the others. One reason: A decision by Apple to design its own wireless chips appears to be part of the same story that saw Apple oust&nbsp;<b>Intel</b>&nbsp;as its favored chip supplier&nbsp;last year.</p><p><blockquote>现在，您可能不会认为Skyworks的坏消息一定会影响AMD和高通等公司——而今天，Skyworks<i>是</i>事实上比其他人过得更糟。原因之一：苹果设计自己的无线芯片的决定似乎是导致苹果下台的同一故事的一部分<b>英特尔</b>作为其去年青睐的芯片供应商。</blockquote></p><p> More and more frequently, it appears that Apple -- and eventually other companies -- may be deciding that it's better to design their chips in-house than buy off the shelf. Long term, that's a threat to all dedicated semiconductor companies.</p><p><blockquote>越来越多的情况是，苹果——最终还有其他公司——可能会决定在内部设计芯片比购买现成的芯片更好。从长远来看，这对所有专注的半导体公司都是一个威胁。</blockquote></p><p> And it's why pretty much everyone associated with the chip industry&nbsp;is going down.</p><p><blockquote>这就是为什么几乎所有与芯片行业相关的人都在走下坡路。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/16/why-amd-qualcomm-and-skyworks-stocks-just-crashed/\">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":{"QCOM":"高通","AMD":"美国超微公司","SWKS":"思佳讯"},"source_url":"https://www.fool.com/investing/2021/12/16/why-amd-qualcomm-and-skyworks-stocks-just-crashed/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156042491","content_text":"What happened\nIt's Thursday, and semiconductor stocks are in a funk. As of 4 p.m. ET, shares of Advanced Micro Devices(NASDAQ:AMD)have already lost 5.37%, Qualcomm(NASDAQ:QCOM)is down 5.88%, and Skyworks Solutions(NASDAQ:SWKS)is taking it particularly hard on the chin -- down 8.47%.\nI blame Apple for all of the above.\nSo what\nInvestors in chips stocks today have only a choice between bad short-term news and potentially worse long-term news, I fear. In the short term, the bad news is this:\niPhone 13 smartphones are in short supply this holiday season, according to a report from an analyst at KeyBanc Capital Markets, relayed byThe Fly. Indeed, demand for the devices has outstripped supply since Thanksgiving. And despite reports that things had been getting better earlier this month as the delta COVID-19 pandemic switched over into an omicron COVID-19 pandemic, KeyBanc analyst John Vinh now observes that \"the majority of stores\" he has surveyed report not having any iPhone 13 Pro or Max phones in stock.\nGranted, he concludes that this news is ultimately only neutral for companies including AMD, Qualcomm, and Skyworks that supply chips for Apple devices -- but neutral isn't good. While suppliers can presumably charge Apple premium prices in a time of constrained chip supply, fewer iPhone sales still logically implies fewer chips being sold to build those Apple products.\nNow what\nAt the same time, you have to figure that, at some point, Apple is going to get upset at its inability to obtain all the chips it wants. This, combined with the company's already-confirmed belief that it can design better chips itself than it can buy from third-party chipmakers, creates a longer-term risk of semiconductor companies losing Apple (and eventually, companies other than Apple) as dependable customers.\nIn that regard, we note that Bloomberg is reporting today that Apple has begun hiring engineers skilled in building wireless communication chips, with the aim of \"eventually\" replacing suppliers Broadcom and Skyworks with wireless chips Apple designs in-house.\nNow, you might not think that bad news for Skyworks would necessarily affect companies like AMD and Qualcomm -- and today, Skyworksisin fact faring worse than the others. One reason: A decision by Apple to design its own wireless chips appears to be part of the same story that saw Apple oust Intel as its favored chip supplier last year.\nMore and more frequently, it appears that Apple -- and eventually other companies -- may be deciding that it's better to design their chips in-house than buy off the shelf. Long term, that's a threat to all dedicated semiconductor companies.\nAnd it's why pretty much everyone associated with the chip industry is going down.","news_type":1,"symbols_score_info":{"QCOM":0.9,"SWKS":0.9,"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":2683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605412216,"gmtCreate":1639214726374,"gmtModify":1639214727631,"author":{"id":"4088216255024030","authorId":"4088216255024030","name":"dotdot112","avatar":"https://static.tigerbbs.com/305b55c5fda3f8c47f2ae77d43f75e28","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088216255024030","idStr":"4088216255024030"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605412216","repostId":"2190484675","repostType":2,"isVote":1,"tweetType":1,"viewCount":3431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602325587,"gmtCreate":1638974835059,"gmtModify":1638974836183,"author":{"id":"4088216255024030","authorId":"4088216255024030","name":"dotdot112","avatar":"https://static.tigerbbs.com/305b55c5fda3f8c47f2ae77d43f75e28","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088216255024030","idStr":"4088216255024030"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602325587","repostId":"1180032077","repostType":4,"isVote":1,"tweetType":1,"viewCount":3410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602325169,"gmtCreate":1638974818266,"gmtModify":1638974819334,"author":{"id":"4088216255024030","authorId":"4088216255024030","name":"dotdot112","avatar":"https://static.tigerbbs.com/305b55c5fda3f8c47f2ae77d43f75e28","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088216255024030","idStr":"4088216255024030"},"themes":[],"htmlText":"[Happy]&nbsp;[Happy]&nbsp;","listText":"[Happy]&nbsp;[Happy]&nbsp;","text":"[Happy] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/602325169","repostId":"1180032077","repostType":4,"isVote":1,"tweetType":1,"viewCount":1870,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609753607,"gmtCreate":1638330049980,"gmtModify":1638330050527,"author":{"id":"4088216255024030","authorId":"4088216255024030","name":"dotdot112","avatar":"https://static.tigerbbs.com/305b55c5fda3f8c47f2ae77d43f75e28","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088216255024030","idStr":"4088216255024030"},"themes":[],"htmlText":"Turbulence ahead?","listText":"Turbulence ahead?","text":"Turbulence ahead?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609753607","repostId":"1170836911","repostType":4,"repost":{"id":"1170836911","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":1638325856,"share":"https://www.laohu8.com/m/news/1170836911?lang=zh_CN&edition=full","pubTime":"2021-12-01 10:30","market":"fut","language":"en","title":"Nasdaq 100 futures rose nearly 1%, Dow Jones futures rose 0.43%, S&P 500 futures rose 0.71.<blockquote>纳斯达克100期货涨近1%，道琼斯期货涨0.43%，标普500期货涨0.71。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170836911","media":"Tiger Newspress","summary":"Nasdaq 100 futures rose nearly 1%, Dow Jones futures rose 0.43%, S&P 500 futures rose 0.71.","content":"<p>Nasdaq 100 futures&nbsp;rose&nbsp;nearly&nbsp;1%,&nbsp;Dow Jones futures&nbsp;rose&nbsp;0.43%,&nbsp;S&amp;P 500 futures&nbsp;rose&nbsp;0.71.<img src=\"https://static.tigerbbs.com/6ac50d4db7a6e6be75344d218d521d0b\" tg-width=\"558\" tg-height=\"187\" referrerpolicy=\"no-referrer\"></p><p><blockquote>纳斯达克100指数期货上涨近1%，道琼斯指数期货上涨0.43%，标准普尔500指数期货上涨0.71。</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>Nasdaq 100 futures rose nearly 1%, Dow Jones futures rose 0.43%, S&P 500 futures rose 0.71.<blockquote>纳斯达克100期货涨近1%，道琼斯期货涨0.43%，标普500期货涨0.71。</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\">\nNasdaq 100 futures rose nearly 1%, Dow Jones futures rose 0.43%, S&P 500 futures rose 0.71.<blockquote>纳斯达克100期货涨近1%，道琼斯期货涨0.43%，标普500期货涨0.71。</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\">2021-12-01 10:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Nasdaq 100 futures&nbsp;rose&nbsp;nearly&nbsp;1%,&nbsp;Dow Jones futures&nbsp;rose&nbsp;0.43%,&nbsp;S&amp;P 500 futures&nbsp;rose&nbsp;0.71.<img src=\"https://static.tigerbbs.com/6ac50d4db7a6e6be75344d218d521d0b\" tg-width=\"558\" tg-height=\"187\" referrerpolicy=\"no-referrer\"></p><p><blockquote>纳斯达克100指数期货上涨近1%，道琼斯指数期货上涨0.43%，标准普尔500指数期货上涨0.71。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170836911","content_text":"Nasdaq 100 futures rose nearly 1%, Dow Jones futures rose 0.43%, S&P 500 futures rose 0.71.","news_type":1,"symbols_score_info":{"NQmain":0.9,"ESmain":0.9,"YMmain":0.9}},"isVote":1,"tweetType":1,"viewCount":2256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609753129,"gmtCreate":1638330026616,"gmtModify":1638330027185,"author":{"id":"4088216255024030","authorId":"4088216255024030","name":"dotdot112","avatar":"https://static.tigerbbs.com/305b55c5fda3f8c47f2ae77d43f75e28","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088216255024030","idStr":"4088216255024030"},"themes":[],"htmlText":"[Strong]&nbsp;","listText":"[Strong]&nbsp;","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609753129","repostId":"1170836911","repostType":4,"repost":{"id":"1170836911","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":1638325856,"share":"https://www.laohu8.com/m/news/1170836911?lang=zh_CN&edition=full","pubTime":"2021-12-01 10:30","market":"fut","language":"en","title":"Nasdaq 100 futures rose nearly 1%, Dow Jones futures rose 0.43%, S&P 500 futures rose 0.71.<blockquote>纳斯达克100期货涨近1%，道琼斯期货涨0.43%，标普500期货涨0.71。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170836911","media":"Tiger Newspress","summary":"Nasdaq 100 futures rose nearly 1%, Dow Jones futures rose 0.43%, S&P 500 futures rose 0.71.","content":"<p>Nasdaq 100 futures&nbsp;rose&nbsp;nearly&nbsp;1%,&nbsp;Dow Jones futures&nbsp;rose&nbsp;0.43%,&nbsp;S&amp;P 500 futures&nbsp;rose&nbsp;0.71.<img src=\"https://static.tigerbbs.com/6ac50d4db7a6e6be75344d218d521d0b\" tg-width=\"558\" tg-height=\"187\" referrerpolicy=\"no-referrer\"></p><p><blockquote>纳斯达克100指数期货上涨近1%，道琼斯指数期货上涨0.43%，标准普尔500指数期货上涨0.71。</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>Nasdaq 100 futures rose nearly 1%, Dow Jones futures rose 0.43%, S&P 500 futures rose 0.71.<blockquote>纳斯达克100期货涨近1%，道琼斯期货涨0.43%，标普500期货涨0.71。</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\">\nNasdaq 100 futures rose nearly 1%, Dow Jones futures rose 0.43%, S&P 500 futures rose 0.71.<blockquote>纳斯达克100期货涨近1%，道琼斯期货涨0.43%，标普500期货涨0.71。</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\">2021-12-01 10:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Nasdaq 100 futures&nbsp;rose&nbsp;nearly&nbsp;1%,&nbsp;Dow Jones futures&nbsp;rose&nbsp;0.43%,&nbsp;S&amp;P 500 futures&nbsp;rose&nbsp;0.71.<img src=\"https://static.tigerbbs.com/6ac50d4db7a6e6be75344d218d521d0b\" tg-width=\"558\" tg-height=\"187\" referrerpolicy=\"no-referrer\"></p><p><blockquote>纳斯达克100指数期货上涨近1%，道琼斯指数期货上涨0.43%，标准普尔500指数期货上涨0.71。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170836911","content_text":"Nasdaq 100 futures rose nearly 1%, Dow Jones futures rose 0.43%, S&P 500 futures rose 0.71.","news_type":1,"symbols_score_info":{"NQmain":0.9,"ESmain":0.9,"YMmain":0.9}},"isVote":1,"tweetType":1,"viewCount":2105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609759755,"gmtCreate":1638329997055,"gmtModify":1638329997632,"author":{"id":"4088216255024030","authorId":"4088216255024030","name":"dotdot112","avatar":"https://static.tigerbbs.com/305b55c5fda3f8c47f2ae77d43f75e28","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088216255024030","idStr":"4088216255024030"},"themes":[],"htmlText":"[Strong]&nbsp;","listText":"[Strong]&nbsp;","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609759755","repostId":"1122277459","repostType":4,"repost":{"id":"1122277459","kind":"news","pubTimestamp":1638314069,"share":"https://www.laohu8.com/m/news/1122277459?lang=zh_CN&edition=full","pubTime":"2021-12-01 07:14","market":"us","language":"en","title":"GlobalFoundries forecasts upbeat sales on booming chip demand<blockquote>GlobalFoundries预测芯片需求蓬勃发展将带来乐观销售</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122277459","media":"Reuters","summary":"GlobalFoundries(GFS.O)forecast upbeat current-quarter sales on Tuesday, in its first earnings update","content":"<p>GlobalFoundries(GFS.O)forecast upbeat current-quarter sales on Tuesday, in its first earnings update after going public in October, banking on a spike in chip demand as companies scramble to secure supplies amid a global semiconductor crunch.</p><p><blockquote>GlobalFoundries(GFS.O)周二在10月份上市后的首次财报更新中预测本季度销售乐观，预计随着全球半导体紧缩，各公司争先恐后地确保供应，芯片需求将激增。</blockquote></p><p> The Malta, New York-based company makes silicon wafers for chip designers such as Advanced Micro Devices, Broadcom Inc&nbsp;and Qualcomm Inc, which do not have their own fabrication plants, called fabs.</p><p><blockquote>这家总部位于纽约马耳他的公司为Advanced Micro Devices、Broadcom Inc和Qualcomm Inc等芯片设计公司生产硅片，这些公司没有自己的制造厂（称为晶圆厂）。</blockquote></p><p> Although the pandemic has fueled demand for laptops, mobile phones and cars, it has also exacerbated a worldwide shortage of semiconductor chips, forcing automakers and electronic firms to curtail production and delay rollouts of new products.</p><p><blockquote>尽管疫情刺激了对笔记本电脑、手机和汽车的需求，但也加剧了全球半导体芯片的短缺，迫使汽车制造商和电子公司削减产量并推迟新产品的推出。</blockquote></p><p> The current shortage centers around less-advanced chips used in making integrated circuits (ICs) and microcontrollers and comes as foundries such as Taiwan Semiconductor Manufacturing Co Ltd(2330.TW)shift their focus on making higher-margin, cutting-edge chips used in smart phones and laptops.</p><p><blockquote>目前的短缺主要集中在用于制造集成电路(IC)和微控制器的不太先进的芯片上，而台积电股份有限公司(2330.TW)等代工厂将重点转向制造用于制造利润更高的尖端芯片。智能手机和笔记本电脑。</blockquote></p><p> That, in turn, has helped GlobalFoundries, which is the world's third-largest foundry by revenue, to stay competitive in that segment of the market.</p><p><blockquote>这反过来又帮助全球收入第三大代工厂GlobalFoundries在该细分市场保持竞争力。</blockquote></p><p> The company forecast fourth-quarter revenue of between $1.8 billion and $1.83 billion, the low end of which was in line analyts' estimates, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据，该公司预计第四季度营收在18亿美元至18.3亿美元之间，其低端符合line analyts的预期。</blockquote></p><p> GlobalFoundries posted revenue of $1.7 billion and a profit of 7 cents per share for the third quarter ended Sept. 30, both of which beat Wall Street's estimates.</p><p><blockquote>格芯公布截至9月30日的第三季度营收为17亿美元，每股利润为7美分，均超出华尔街预期。</blockquote></p><p> Chief Executive Officer Tom Caulfield said higher wafer output primarily drove revenue growth.</p><p><blockquote>首席执行官Tom Caulfield表示，更高的晶圆产量主要推动了收入增长。</blockquote></p><p> Still, the company's gross margins remained markedly low at about 18% in the latest quarter, compared with foundry rivals TSMC and Intel, whose gross margins came in well above 50%.</p><p><blockquote>尽管如此，该公司最近一个季度的毛利率仍明显较低，约为18%，而代工竞争对手台积电和英特尔的毛利率远高于50%。</blockquote></p><p> Shares of the company rose 1.27% in extended trading. They have risen nearly 50% since going public, valuing the company at more than $37 billion.</p><p><blockquote>该公司股价在盘后交易中上涨1.27%。自上市以来，它们已上涨近50%，公司估值超过370亿美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GlobalFoundries forecasts upbeat sales on booming chip demand<blockquote>GlobalFoundries预测芯片需求蓬勃发展将带来乐观销售</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGlobalFoundries forecasts upbeat sales on booming chip demand<blockquote>GlobalFoundries预测芯片需求蓬勃发展将带来乐观销售</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-12-01 07:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p>GlobalFoundries(GFS.O)forecast upbeat current-quarter sales on Tuesday, in its first earnings update after going public in October, banking on a spike in chip demand as companies scramble to secure supplies amid a global semiconductor crunch.</p><p><blockquote>GlobalFoundries(GFS.O)周二在10月份上市后的首次财报更新中预测本季度销售乐观，预计随着全球半导体紧缩，各公司争先恐后地确保供应，芯片需求将激增。</blockquote></p><p> The Malta, New York-based company makes silicon wafers for chip designers such as Advanced Micro Devices, Broadcom Inc&nbsp;and Qualcomm Inc, which do not have their own fabrication plants, called fabs.</p><p><blockquote>这家总部位于纽约马耳他的公司为Advanced Micro Devices、Broadcom Inc和Qualcomm Inc等芯片设计公司生产硅片，这些公司没有自己的制造厂（称为晶圆厂）。</blockquote></p><p> Although the pandemic has fueled demand for laptops, mobile phones and cars, it has also exacerbated a worldwide shortage of semiconductor chips, forcing automakers and electronic firms to curtail production and delay rollouts of new products.</p><p><blockquote>尽管疫情刺激了对笔记本电脑、手机和汽车的需求，但也加剧了全球半导体芯片的短缺，迫使汽车制造商和电子公司削减产量并推迟新产品的推出。</blockquote></p><p> The current shortage centers around less-advanced chips used in making integrated circuits (ICs) and microcontrollers and comes as foundries such as Taiwan Semiconductor Manufacturing Co Ltd(2330.TW)shift their focus on making higher-margin, cutting-edge chips used in smart phones and laptops.</p><p><blockquote>目前的短缺主要集中在用于制造集成电路(IC)和微控制器的不太先进的芯片上，而台积电股份有限公司(2330.TW)等代工厂将重点转向制造用于制造利润更高的尖端芯片。智能手机和笔记本电脑。</blockquote></p><p> That, in turn, has helped GlobalFoundries, which is the world's third-largest foundry by revenue, to stay competitive in that segment of the market.</p><p><blockquote>这反过来又帮助全球收入第三大代工厂GlobalFoundries在该细分市场保持竞争力。</blockquote></p><p> The company forecast fourth-quarter revenue of between $1.8 billion and $1.83 billion, the low end of which was in line analyts' estimates, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据，该公司预计第四季度营收在18亿美元至18.3亿美元之间，其低端符合line analyts的预期。</blockquote></p><p> GlobalFoundries posted revenue of $1.7 billion and a profit of 7 cents per share for the third quarter ended Sept. 30, both of which beat Wall Street's estimates.</p><p><blockquote>格芯公布截至9月30日的第三季度营收为17亿美元，每股利润为7美分，均超出华尔街预期。</blockquote></p><p> Chief Executive Officer Tom Caulfield said higher wafer output primarily drove revenue growth.</p><p><blockquote>首席执行官Tom Caulfield表示，更高的晶圆产量主要推动了收入增长。</blockquote></p><p> Still, the company's gross margins remained markedly low at about 18% in the latest quarter, compared with foundry rivals TSMC and Intel, whose gross margins came in well above 50%.</p><p><blockquote>尽管如此，该公司最近一个季度的毛利率仍明显较低，约为18%，而代工竞争对手台积电和英特尔的毛利率远高于50%。</blockquote></p><p> Shares of the company rose 1.27% in extended trading. They have risen nearly 50% since going public, valuing the company at more than $37 billion.</p><p><blockquote>该公司股价在盘后交易中上涨1.27%。自上市以来，它们已上涨近50%，公司估值超过370亿美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/technology/globalfoundries-posts-56-rise-quarterly-sales-booming-chip-demand-2021-11-30/\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GFS":"GLOBALFOUNDRIES Inc."},"source_url":"https://www.reuters.com/technology/globalfoundries-posts-56-rise-quarterly-sales-booming-chip-demand-2021-11-30/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122277459","content_text":"GlobalFoundries(GFS.O)forecast upbeat current-quarter sales on Tuesday, in its first earnings update after going public in October, banking on a spike in chip demand as companies scramble to secure supplies amid a global semiconductor crunch.\nThe Malta, New York-based company makes silicon wafers for chip designers such as Advanced Micro Devices, Broadcom Inc and Qualcomm Inc, which do not have their own fabrication plants, called fabs.\nAlthough the pandemic has fueled demand for laptops, mobile phones and cars, it has also exacerbated a worldwide shortage of semiconductor chips, forcing automakers and electronic firms to curtail production and delay rollouts of new products.\nThe current shortage centers around less-advanced chips used in making integrated circuits (ICs) and microcontrollers and comes as foundries such as Taiwan Semiconductor Manufacturing Co Ltd(2330.TW)shift their focus on making higher-margin, cutting-edge chips used in smart phones and laptops.\nThat, in turn, has helped GlobalFoundries, which is the world's third-largest foundry by revenue, to stay competitive in that segment of the market.\nThe company forecast fourth-quarter revenue of between $1.8 billion and $1.83 billion, the low end of which was in line analyts' estimates, according to Refinitiv data.\nGlobalFoundries posted revenue of $1.7 billion and a profit of 7 cents per share for the third quarter ended Sept. 30, both of which beat Wall Street's estimates.\nChief Executive Officer Tom Caulfield said higher wafer output primarily drove revenue growth.\nStill, the company's gross margins remained markedly low at about 18% in the latest quarter, compared with foundry rivals TSMC and Intel, whose gross margins came in well above 50%.\nShares of the company rose 1.27% in extended trading. They have risen nearly 50% since going public, valuing the company at more than $37 billion.","news_type":1,"symbols_score_info":{"GFS":0.9}},"isVote":1,"tweetType":1,"viewCount":3222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609214967,"gmtCreate":1638285589787,"gmtModify":1638285590343,"author":{"id":"4088216255024030","authorId":"4088216255024030","name":"dotdot112","avatar":"https://static.tigerbbs.com/305b55c5fda3f8c47f2ae77d43f75e28","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088216255024030","idStr":"4088216255024030"},"themes":[],"htmlText":"[Strong]&nbsp;","listText":"[Strong]&nbsp;","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609214967","repostId":"1138597982","repostType":2,"isVote":1,"tweetType":1,"viewCount":3359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878357186,"gmtCreate":1637154076490,"gmtModify":1637154076973,"author":{"id":"4088216255024030","authorId":"4088216255024030","name":"dotdot112","avatar":"https://static.tigerbbs.com/305b55c5fda3f8c47f2ae77d43f75e28","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088216255024030","idStr":"4088216255024030"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/878357186","repostId":"878900779","repostType":1,"isVote":1,"tweetType":1,"viewCount":3645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879547836,"gmtCreate":1636757308421,"gmtModify":1636757308920,"author":{"id":"4088216255024030","authorId":"4088216255024030","name":"dotdot112","avatar":"https://static.tigerbbs.com/305b55c5fda3f8c47f2ae77d43f75e28","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088216255024030","idStr":"4088216255024030"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a>wait for a higher high close?","listText":"<a href=\"https://laohu8.com/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a>wait for a higher high close?","text":"$Upstart Holdings, Inc.(UPST)$wait for a higher high close?","images":[{"img":"https://static.tigerbbs.com/816b283848dd3c636b51655e05d5045f","width":"750","height":"2067"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879547836","isVote":1,"tweetType":1,"viewCount":2482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":879245761,"gmtCreate":1636730681366,"gmtModify":1636730681810,"author":{"id":"4088216255024030","authorId":"4088216255024030","name":"dotdot112","avatar":"https://static.tigerbbs.com/305b55c5fda3f8c47f2ae77d43f75e28","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088216255024030","idStr":"4088216255024030"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia shares rose more than 3% to a new high<blockquote>英伟达股价涨超3%创新高</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\">2021-11-04 21:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Nvidia shares rose more than 3% to a new high&nbsp;in&nbsp;morning trading</p><p><blockquote>英伟达股价早盘涨超3%创新高</blockquote></p><p> <img src=\"https://static.tigerbbs.com/91f537d50834f0a84524b9b13559b91e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120921072","content_text":"Nvidia shares rose more than 3% to a new high in morning trading","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690785420,"gmtCreate":1639709301068,"gmtModify":1639709377015,"author":{"id":"4088216255024030","authorId":"4088216255024030","name":"dotdot112","avatar":"https://static.tigerbbs.com/305b55c5fda3f8c47f2ae77d43f75e28","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088216255024030","idStr":"4088216255024030"},"themes":[],"htmlText":"[Sad]&nbsp;","listText":"[Sad]&nbsp;","text":"[Sad]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690785420","repostId":"1156042491","repostType":4,"repost":{"id":"1156042491","kind":"news","pubTimestamp":1639708576,"share":"https://www.laohu8.com/m/news/1156042491?lang=zh_CN&edition=full","pubTime":"2021-12-17 10:36","market":"us","language":"en","title":"Why AMD, Qualcomm, and Skyworks Stocks Crashed<blockquote>AMD、高通和Skyworks股价为何暴跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156042491","media":"Motley Fool","summary":"What happened\nIt's Thursday, and semiconductor stocks are in a funk. As of 4 p.m. ET, shares of Adva","content":"<p><b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p> It's Thursday, and&nbsp;semiconductor&nbsp;stocks are in a funk. As of 4 p.m. ET, shares of&nbsp;<b>Advanced Micro Devices</b>(NASDAQ:AMD)have already lost 5.37%,&nbsp;<b>Qualcomm</b>(NASDAQ:QCOM)is down 5.88%, and&nbsp;<b>Skyworks Solutions</b>(NASDAQ:SWKS)is taking it particularly hard on the chin -- down 8.47%.</p><p><blockquote>今天是周四，半导体股陷入恐慌。截至下午4点美国东部时间，股份<b>先进微设备公司</b>（纳斯达克：AMD）已经下跌了5.37%，<b>Qualcomm</b>（纳斯达克：QCOM）下跌5.88%，<b>Skyworks解决方案</b>（纳斯达克：SWKS）的表现尤其糟糕，下跌了8.47%。</blockquote></p><p> I blame&nbsp;<b>Apple</b>&nbsp;for all of the above.</p><p><blockquote>我责怪<b>苹果</b>对于以上所有内容。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Investors in chips stocks today have only a choice between bad short-term news and potentially worse long-term news, I fear. In the short term, the bad news is this:</p><p><blockquote>我担心，如今芯片股的投资者只能在糟糕的短期消息和可能更糟糕的长期消息之间做出选择。短期来看，坏消息是这样的：</blockquote></p><p> iPhone 13 smartphones are in short supply this holiday season, according to a report from an analyst at&nbsp;<b>KeyBanc Capital Markets</b>, relayed byThe Fly. Indeed, demand for the devices has outstripped supply since Thanksgiving. And despite reports that&nbsp;things had been getting better earlier this month&nbsp;as the delta COVID-19 pandemic switched over into an omicron COVID-19 pandemic, KeyBanc analyst John Vinh now observes that \"the majority of stores\" he has surveyed report not having&nbsp;<i>any</i>&nbsp;iPhone 13 Pro or Max phones in stock.</p><p><blockquote>根据分析师的报告，iPhone 13智能手机在这个假期供不应求<b>KeyBanc资本市场</b>，由苍蝇接力。事实上，自感恩节以来，对这些设备的需求已经超过了供应。尽管有报道称，本月早些时候，随着三角洲COVID-19大流行转变为奥密克戎COVID-19大流行，情况有所好转，但KeyBanc分析师John Vinh现在观察到，他调查的“大多数商店”报告没有<i>任何</i>iPhone 13 Pro或Max手机有货。</blockquote></p><p> Granted, he concludes that this news is ultimately only neutral for companies including AMD, Qualcomm, and Skyworks that supply chips for Apple devices -- but neutral isn't good. While suppliers can presumably charge Apple premium prices in a time of constrained chip supply, fewer iPhone sales still logically implies fewer chips being sold to build those Apple products.</p><p><blockquote>诚然，他的结论是，这一消息最终只对AMD、高通和Skyworks等为苹果设备供应芯片的公司是中立的，但中立并不好。虽然在芯片供应紧张的情况下，供应商可能会向苹果收取溢价，但iPhone销量减少在逻辑上仍然意味着用于制造这些苹果产品的芯片减少。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> At the same time, you have to figure that, at some point, Apple is going to get upset at its inability to obtain all the chips it wants. This, combined with the company's already-confirmed belief that it can&nbsp;design better chips itself&nbsp;than it can buy from third-party chipmakers, creates&nbsp;a longer-term risk&nbsp;of semiconductor companies losing Apple (and eventually, companies other than Apple) as dependable customers.</p><p><blockquote>与此同时，你必须明白，在某个时候，苹果将会因为无法获得它想要的所有芯片而感到不安。这一点，再加上该公司已经证实的信念，即它可以自己设计比从第三方芯片制造商那里购买更好的芯片，这就造成了半导体公司失去苹果（最终失去苹果以外的公司）作为可靠客户的长期风险。</blockquote></p><p> In that regard, we note that Bloomberg is reporting today that Apple has begun hiring engineers skilled in building wireless communication chips, with the aim of \"eventually\" replacing suppliers&nbsp;<b>Broadcom</b>&nbsp;and Skyworks with wireless chips Apple designs in-house.</p><p><blockquote>在这方面，我们注意到彭博社今天报道说，苹果已经开始招聘擅长制造无线通信芯片的工程师，目的是“最终”取代供应商<b>Broadcom</b>Skyworks采用苹果内部设计的无线芯片。</blockquote></p><p> Now, you might not think that bad news for Skyworks would necessarily affect companies like AMD and Qualcomm -- and today, Skyworks<i>is</i>in fact faring worse than the others. One reason: A decision by Apple to design its own wireless chips appears to be part of the same story that saw Apple oust&nbsp;<b>Intel</b>&nbsp;as its favored chip supplier&nbsp;last year.</p><p><blockquote>现在，您可能不会认为Skyworks的坏消息一定会影响AMD和高通等公司——而今天，Skyworks<i>是</i>事实上比其他人过得更糟。原因之一：苹果设计自己的无线芯片的决定似乎是导致苹果下台的同一故事的一部分<b>英特尔</b>作为其去年青睐的芯片供应商。</blockquote></p><p> More and more frequently, it appears that Apple -- and eventually other companies -- may be deciding that it's better to design their chips in-house than buy off the shelf. Long term, that's a threat to all dedicated semiconductor companies.</p><p><blockquote>越来越多的情况是，苹果——最终还有其他公司——可能会决定在内部设计芯片比购买现成的芯片更好。从长远来看，这对所有专注的半导体公司都是一个威胁。</blockquote></p><p> And it's why pretty much everyone associated with the chip industry&nbsp;is going down.</p><p><blockquote>这就是为什么几乎所有与芯片行业相关的人都在走下坡路。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why AMD, Qualcomm, and Skyworks Stocks Crashed<blockquote>AMD、高通和Skyworks股价为何暴跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy AMD, Qualcomm, and Skyworks Stocks Crashed<blockquote>AMD、高通和Skyworks股价为何暴跌</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\">2021-12-17 10:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p> It's Thursday, and&nbsp;semiconductor&nbsp;stocks are in a funk. As of 4 p.m. ET, shares of&nbsp;<b>Advanced Micro Devices</b>(NASDAQ:AMD)have already lost 5.37%,&nbsp;<b>Qualcomm</b>(NASDAQ:QCOM)is down 5.88%, and&nbsp;<b>Skyworks Solutions</b>(NASDAQ:SWKS)is taking it particularly hard on the chin -- down 8.47%.</p><p><blockquote>今天是周四，半导体股陷入恐慌。截至下午4点美国东部时间，股份<b>先进微设备公司</b>（纳斯达克：AMD）已经下跌了5.37%，<b>Qualcomm</b>（纳斯达克：QCOM）下跌5.88%，<b>Skyworks解决方案</b>（纳斯达克：SWKS）的表现尤其糟糕，下跌了8.47%。</blockquote></p><p> I blame&nbsp;<b>Apple</b>&nbsp;for all of the above.</p><p><blockquote>我责怪<b>苹果</b>对于以上所有内容。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Investors in chips stocks today have only a choice between bad short-term news and potentially worse long-term news, I fear. In the short term, the bad news is this:</p><p><blockquote>我担心，如今芯片股的投资者只能在糟糕的短期消息和可能更糟糕的长期消息之间做出选择。短期来看，坏消息是这样的：</blockquote></p><p> iPhone 13 smartphones are in short supply this holiday season, according to a report from an analyst at&nbsp;<b>KeyBanc Capital Markets</b>, relayed byThe Fly. Indeed, demand for the devices has outstripped supply since Thanksgiving. And despite reports that&nbsp;things had been getting better earlier this month&nbsp;as the delta COVID-19 pandemic switched over into an omicron COVID-19 pandemic, KeyBanc analyst John Vinh now observes that \"the majority of stores\" he has surveyed report not having&nbsp;<i>any</i>&nbsp;iPhone 13 Pro or Max phones in stock.</p><p><blockquote>根据分析师的报告，iPhone 13智能手机在这个假期供不应求<b>KeyBanc资本市场</b>，由苍蝇接力。事实上，自感恩节以来，对这些设备的需求已经超过了供应。尽管有报道称，本月早些时候，随着三角洲COVID-19大流行转变为奥密克戎COVID-19大流行，情况有所好转，但KeyBanc分析师John Vinh现在观察到，他调查的“大多数商店”报告没有<i>任何</i>iPhone 13 Pro或Max手机有货。</blockquote></p><p> Granted, he concludes that this news is ultimately only neutral for companies including AMD, Qualcomm, and Skyworks that supply chips for Apple devices -- but neutral isn't good. While suppliers can presumably charge Apple premium prices in a time of constrained chip supply, fewer iPhone sales still logically implies fewer chips being sold to build those Apple products.</p><p><blockquote>诚然，他的结论是，这一消息最终只对AMD、高通和Skyworks等为苹果设备供应芯片的公司是中立的，但中立并不好。虽然在芯片供应紧张的情况下，供应商可能会向苹果收取溢价，但iPhone销量减少在逻辑上仍然意味着用于制造这些苹果产品的芯片减少。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> At the same time, you have to figure that, at some point, Apple is going to get upset at its inability to obtain all the chips it wants. This, combined with the company's already-confirmed belief that it can&nbsp;design better chips itself&nbsp;than it can buy from third-party chipmakers, creates&nbsp;a longer-term risk&nbsp;of semiconductor companies losing Apple (and eventually, companies other than Apple) as dependable customers.</p><p><blockquote>与此同时，你必须明白，在某个时候，苹果将会因为无法获得它想要的所有芯片而感到不安。这一点，再加上该公司已经证实的信念，即它可以自己设计比从第三方芯片制造商那里购买更好的芯片，这就造成了半导体公司失去苹果（最终失去苹果以外的公司）作为可靠客户的长期风险。</blockquote></p><p> In that regard, we note that Bloomberg is reporting today that Apple has begun hiring engineers skilled in building wireless communication chips, with the aim of \"eventually\" replacing suppliers&nbsp;<b>Broadcom</b>&nbsp;and Skyworks with wireless chips Apple designs in-house.</p><p><blockquote>在这方面，我们注意到彭博社今天报道说，苹果已经开始招聘擅长制造无线通信芯片的工程师，目的是“最终”取代供应商<b>Broadcom</b>Skyworks采用苹果内部设计的无线芯片。</blockquote></p><p> Now, you might not think that bad news for Skyworks would necessarily affect companies like AMD and Qualcomm -- and today, Skyworks<i>is</i>in fact faring worse than the others. One reason: A decision by Apple to design its own wireless chips appears to be part of the same story that saw Apple oust&nbsp;<b>Intel</b>&nbsp;as its favored chip supplier&nbsp;last year.</p><p><blockquote>现在，您可能不会认为Skyworks的坏消息一定会影响AMD和高通等公司——而今天，Skyworks<i>是</i>事实上比其他人过得更糟。原因之一：苹果设计自己的无线芯片的决定似乎是导致苹果下台的同一故事的一部分<b>英特尔</b>作为其去年青睐的芯片供应商。</blockquote></p><p> More and more frequently, it appears that Apple -- and eventually other companies -- may be deciding that it's better to design their chips in-house than buy off the shelf. Long term, that's a threat to all dedicated semiconductor companies.</p><p><blockquote>越来越多的情况是，苹果——最终还有其他公司——可能会决定在内部设计芯片比购买现成的芯片更好。从长远来看，这对所有专注的半导体公司都是一个威胁。</blockquote></p><p> And it's why pretty much everyone associated with the chip industry&nbsp;is going down.</p><p><blockquote>这就是为什么几乎所有与芯片行业相关的人都在走下坡路。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/16/why-amd-qualcomm-and-skyworks-stocks-just-crashed/\">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":{"QCOM":"高通","AMD":"美国超微公司","SWKS":"思佳讯"},"source_url":"https://www.fool.com/investing/2021/12/16/why-amd-qualcomm-and-skyworks-stocks-just-crashed/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156042491","content_text":"What happened\nIt's Thursday, and semiconductor stocks are in a funk. As of 4 p.m. ET, shares of Advanced Micro Devices(NASDAQ:AMD)have already lost 5.37%, Qualcomm(NASDAQ:QCOM)is down 5.88%, and Skyworks Solutions(NASDAQ:SWKS)is taking it particularly hard on the chin -- down 8.47%.\nI blame Apple for all of the above.\nSo what\nInvestors in chips stocks today have only a choice between bad short-term news and potentially worse long-term news, I fear. In the short term, the bad news is this:\niPhone 13 smartphones are in short supply this holiday season, according to a report from an analyst at KeyBanc Capital Markets, relayed byThe Fly. Indeed, demand for the devices has outstripped supply since Thanksgiving. And despite reports that things had been getting better earlier this month as the delta COVID-19 pandemic switched over into an omicron COVID-19 pandemic, KeyBanc analyst John Vinh now observes that \"the majority of stores\" he has surveyed report not having any iPhone 13 Pro or Max phones in stock.\nGranted, he concludes that this news is ultimately only neutral for companies including AMD, Qualcomm, and Skyworks that supply chips for Apple devices -- but neutral isn't good. While suppliers can presumably charge Apple premium prices in a time of constrained chip supply, fewer iPhone sales still logically implies fewer chips being sold to build those Apple products.\nNow what\nAt the same time, you have to figure that, at some point, Apple is going to get upset at its inability to obtain all the chips it wants. This, combined with the company's already-confirmed belief that it can design better chips itself than it can buy from third-party chipmakers, creates a longer-term risk of semiconductor companies losing Apple (and eventually, companies other than Apple) as dependable customers.\nIn that regard, we note that Bloomberg is reporting today that Apple has begun hiring engineers skilled in building wireless communication chips, with the aim of \"eventually\" replacing suppliers Broadcom and Skyworks with wireless chips Apple designs in-house.\nNow, you might not think that bad news for Skyworks would necessarily affect companies like AMD and Qualcomm -- and today, Skyworksisin fact faring worse than the others. One reason: A decision by Apple to design its own wireless chips appears to be part of the same story that saw Apple oust Intel as its favored chip supplier last year.\nMore and more frequently, it appears that Apple -- and eventually other companies -- may be deciding that it's better to design their chips in-house than buy off the shelf. Long term, that's a threat to all dedicated semiconductor companies.\nAnd it's why pretty much everyone associated with the chip industry is going 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