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2021-07-22
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Intel Reports Earnings Thursday. Here’s What to Expect.<blockquote>英特尔周四公布财报。这是可以期待的。</blockquote>
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Here’s What to Expect.<blockquote>英特尔周四公布财报。这是可以期待的。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1186011456","media":"Barrons","summary":"When Intel reports earnings Thursday after the closing bell, it’s going to have to put in some work to convince investors the past three months have gone well.Expectations for chip companies are already high heading into the June quarter, as investors are looking for a batch of earnings that beat estimates and bullish guidance, according to tech strategist Ted Mortonson. However, shares of Intel 13% during the second quarter as the benchmark PHLX Semiconductor index, or Sox, gained 1.7% But so ","content":"<p>When Intel reports earnings Thursday after the closing bell, it’s going to have to put in some work to convince investors the past three months have gone well.</p><p><blockquote>当英特尔周四收盘后公布财报时，它必须做一些工作来让投资者相信过去三个月进展顺利。</blockquote></p><p> Expectations for chip companies are already high heading into the June quarter, as investors are looking for a batch of earnings that beat estimates and bullish guidance, according to tech strategist Ted Mortonson. However, shares of Intel (ticker: INTC) 13% during the second quarter as the benchmark PHLX Semiconductor index, or Sox, gained 1.7% But so long as nothing like last year’s delay of its advanced manufacturing process happens, Intel can likely continue to ride the big demand around the world for chips through the end of the year.</p><p><blockquote>科技策略师特德·莫顿森(Ted Mortonson)表示，进入第二季度，对芯片公司的预期已经很高，因为投资者正在寻找一批超出预期的收益和看涨指引。然而，英特尔（股票代码：INTC）的股价在第二季度上涨了13%，基准PHLX半导体指数（Sox）上涨了1.7%，但只要不发生像去年先进制造工艺延迟那样的情况，英特尔就可能继续在年底前满足全球对芯片的巨大需求。</blockquote></p><p> Newly installed chief executive Pat Gelsinger has already started to make big changes during the second quarter, doubling down on the company’s manufacturing business for its own chips while at the same time expanding its scope by starting a contract manufacturing unit called Intel Foundry Services. He also instituted major personnel changes and restructured parts of the company’s operations.</p><p><blockquote>新任首席执行官帕特·基辛格(Pat Gelsinger)已经开始在第二季度做出重大改变，加倍加大公司自有芯片制造业务的力度，同时通过成立名为英特尔代工服务(Intel Foundry Services)的合同制造部门来扩大其范围。他还进行了重大人事变动并重组了公司的部分业务。</blockquote></p><p> Investors should parse Intel’s Thursday conference call with executives for clues about the company’s forthcoming strategy, including confirmation or details on the company’s talks for a $30 billion bid for U.S.-based semiconductor manufacturing company GlobalFoundries, which The Wall Street Journal reported last Thursday.</p><p><blockquote>投资者应该分析英特尔周四与高管举行的电话会议，以寻找有关该公司即将推出的战略的线索，包括该公司以300亿美元收购美国半导体制造公司GlobalFoundries的谈判的确认或细节，《华尔街日报》上周四报道了这一消息。</blockquote></p><p> GlobalFoundries CEOTom Caulfieldappeared to curb expectations that a deal was in the works in an interview with Bloomberg Television late Monday. The Journal reported last Thursday that Global Foundries executives weren’t involved in the talks; the talks were between Intel and the Abu Dhabi government’s Mubadala Investment vehicle that owns GlobalFoundries. A person familiar with how Mubadala operates told Barron’‘s that keeping GlobalFoundries unaware of a potential deal with Intel would be typical of its behavior.</p><p><blockquote>周一晚间，格芯首席执行官汤姆·考尔菲尔德(Tom Caulfield)在接受彭博电视台采访时似乎抑制了人们对交易正在进行中的预期。《华尔街日报》上周四报道称，Global Foundries高管没有参与谈判；谈判是在英特尔和拥有GlobalFoundries的阿布扎比政府穆巴达拉投资工具之间进行的。一位熟悉穆巴达拉运作方式的人士告诉《巴伦周刊》，让格芯不知道与英特尔的潜在交易将是其典型行为。</blockquote></p><p> Overall, the consensus forecast for second-quarter adjusted earnings is $1.07 a share on revenue of $17.8 billion. Intel sold its memory business last year, which the company and investors often exclude from its revenue.</p><p><blockquote>总体而言，第二季度调整后收益的普遍预测为每股1.07美元，营收为178亿美元。英特尔去年出售了内存业务，该公司和投资者经常将其排除在收入之外。</blockquote></p><p> For the second quarter, investors will be closely watching Intel’s data center business. At the moment, the consensus forecast for Intel’s second-quarter data-center revenue is a decrease of 17% to $5.9 billion, compared with the year-ago period. Still, it’s expected to rise sequentially, from revenue of $5.6 billion in the first quarter.</p><p><blockquote>第二季度，投资者将密切关注英特尔的数据中心业务。目前，市场普遍预测英特尔第二季度数据中心收入将比去年同期下降17%，至59亿美元。尽管如此，预计第一季度营收为56亿美元，环比仍将增长。</blockquote></p><p> Evercore analyst C.J. Muse wrote in a client note that data-center spending recovery, combined with growth in artificial intelligence and machine learning computing–tasks which are typically performed in data centers–could help boost Intel’s revenue for the segment above his outlook.</p><p><blockquote>Evercore分析师C.J.Muse在一份客户报告中写道，数据中心支出的复苏，加上人工智能和机器学习计算（通常在数据中心执行的任务）的增长，可能有助于将英特尔该领域的收入提高到高于他的预期。</blockquote></p><p> Though there are reports that the pandemic-spurred boom of personal computer sales has started to slow, Susquehanna Financial Group analystChristopher Rollandpredicted that Intel will likely achieve its guidance or perform slightly better based on his checks. At the moment, the consensus estimate for Intel’s PC segment is for second-quarter revenue growth of 4.9% to just under $10 billion.</p><p><blockquote>尽管有报道称，大流行刺激的个人电脑销售热潮已开始放缓，但萨斯奎哈纳金融集团分析师克里斯托弗·罗兰预测，根据他的检查，英特尔可能会实现其指导或表现略好。目前，英特尔PC部门的普遍预期是第二季度收入增长4.9%，略低于100亿美元。</blockquote></p><p> Rolland also said that his team has uncovered modest supply constraints for PCs built around chips made by Intel rival Advanced Micro Devices (AMD). If that turns out to be true, it would benefit Intel’s second-quarter PC sales, Rolland said. AMD declined to comment, citing its quiet period ahead of earnings.</p><p><blockquote>魅兰还表示，他的团队发现，围绕英特尔竞争对手超微半导体（AMD）制造的芯片制造的个人电脑存在适度的供应限制。罗兰说，如果事实证明这是真的，这将有利于英特尔第二季度的个人电脑销售。AMD拒绝置评，理由是财报发布前的平静期。</blockquote></p><p> Of the analysts who cover Intel, 18 rate shares Buy, 16 have a Hold rating, and 10 rate it Sell. The average target price is $66.79, which implies a return of 21% from a recent price of $55.</p><p><blockquote>在研究英特尔的分析师中，18名分析师给予买入评级，16名分析师给予持有评级，10名分析师给予卖出评级。平均目标价为66.79美元，这意味着较近期55美元的价格有21%的回报。</blockquote></p><p></p>","source":"lsy1601382232898","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>Intel Reports Earnings Thursday. Here’s What to Expect.<blockquote>英特尔周四公布财报。这是可以期待的。</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\">\nIntel Reports Earnings Thursday. Here’s What to Expect.<blockquote>英特尔周四公布财报。这是可以期待的。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-07-22 08:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>When Intel reports earnings Thursday after the closing bell, it’s going to have to put in some work to convince investors the past three months have gone well.</p><p><blockquote>当英特尔周四收盘后公布财报时，它必须做一些工作来让投资者相信过去三个月进展顺利。</blockquote></p><p> Expectations for chip companies are already high heading into the June quarter, as investors are looking for a batch of earnings that beat estimates and bullish guidance, according to tech strategist Ted Mortonson. However, shares of Intel (ticker: INTC) 13% during the second quarter as the benchmark PHLX Semiconductor index, or Sox, gained 1.7% But so long as nothing like last year’s delay of its advanced manufacturing process happens, Intel can likely continue to ride the big demand around the world for chips through the end of the year.</p><p><blockquote>科技策略师特德·莫顿森(Ted Mortonson)表示，进入第二季度，对芯片公司的预期已经很高，因为投资者正在寻找一批超出预期的收益和看涨指引。然而，英特尔（股票代码：INTC）的股价在第二季度上涨了13%，基准PHLX半导体指数（Sox）上涨了1.7%，但只要不发生像去年先进制造工艺延迟那样的情况，英特尔就可能继续在年底前满足全球对芯片的巨大需求。</blockquote></p><p> Newly installed chief executive Pat Gelsinger has already started to make big changes during the second quarter, doubling down on the company’s manufacturing business for its own chips while at the same time expanding its scope by starting a contract manufacturing unit called Intel Foundry Services. He also instituted major personnel changes and restructured parts of the company’s operations.</p><p><blockquote>新任首席执行官帕特·基辛格(Pat Gelsinger)已经开始在第二季度做出重大改变，加倍加大公司自有芯片制造业务的力度，同时通过成立名为英特尔代工服务(Intel Foundry Services)的合同制造部门来扩大其范围。他还进行了重大人事变动并重组了公司的部分业务。</blockquote></p><p> Investors should parse Intel’s Thursday conference call with executives for clues about the company’s forthcoming strategy, including confirmation or details on the company’s talks for a $30 billion bid for U.S.-based semiconductor manufacturing company GlobalFoundries, which The Wall Street Journal reported last Thursday.</p><p><blockquote>投资者应该分析英特尔周四与高管举行的电话会议，以寻找有关该公司即将推出的战略的线索，包括该公司以300亿美元收购美国半导体制造公司GlobalFoundries的谈判的确认或细节，《华尔街日报》上周四报道了这一消息。</blockquote></p><p> GlobalFoundries CEOTom Caulfieldappeared to curb expectations that a deal was in the works in an interview with Bloomberg Television late Monday. The Journal reported last Thursday that Global Foundries executives weren’t involved in the talks; the talks were between Intel and the Abu Dhabi government’s Mubadala Investment vehicle that owns GlobalFoundries. A person familiar with how Mubadala operates told Barron’‘s that keeping GlobalFoundries unaware of a potential deal with Intel would be typical of its behavior.</p><p><blockquote>周一晚间，格芯首席执行官汤姆·考尔菲尔德(Tom Caulfield)在接受彭博电视台采访时似乎抑制了人们对交易正在进行中的预期。《华尔街日报》上周四报道称，Global Foundries高管没有参与谈判；谈判是在英特尔和拥有GlobalFoundries的阿布扎比政府穆巴达拉投资工具之间进行的。一位熟悉穆巴达拉运作方式的人士告诉《巴伦周刊》，让格芯不知道与英特尔的潜在交易将是其典型行为。</blockquote></p><p> Overall, the consensus forecast for second-quarter adjusted earnings is $1.07 a share on revenue of $17.8 billion. Intel sold its memory business last year, which the company and investors often exclude from its revenue.</p><p><blockquote>总体而言，第二季度调整后收益的普遍预测为每股1.07美元，营收为178亿美元。英特尔去年出售了内存业务，该公司和投资者经常将其排除在收入之外。</blockquote></p><p> For the second quarter, investors will be closely watching Intel’s data center business. At the moment, the consensus forecast for Intel’s second-quarter data-center revenue is a decrease of 17% to $5.9 billion, compared with the year-ago period. Still, it’s expected to rise sequentially, from revenue of $5.6 billion in the first quarter.</p><p><blockquote>第二季度，投资者将密切关注英特尔的数据中心业务。目前，市场普遍预测英特尔第二季度数据中心收入将比去年同期下降17%，至59亿美元。尽管如此，预计第一季度营收为56亿美元，环比仍将增长。</blockquote></p><p> Evercore analyst C.J. Muse wrote in a client note that data-center spending recovery, combined with growth in artificial intelligence and machine learning computing–tasks which are typically performed in data centers–could help boost Intel’s revenue for the segment above his outlook.</p><p><blockquote>Evercore分析师C.J.Muse在一份客户报告中写道，数据中心支出的复苏，加上人工智能和机器学习计算（通常在数据中心执行的任务）的增长，可能有助于将英特尔该领域的收入提高到高于他的预期。</blockquote></p><p> Though there are reports that the pandemic-spurred boom of personal computer sales has started to slow, Susquehanna Financial Group analystChristopher Rollandpredicted that Intel will likely achieve its guidance or perform slightly better based on his checks. At the moment, the consensus estimate for Intel’s PC segment is for second-quarter revenue growth of 4.9% to just under $10 billion.</p><p><blockquote>尽管有报道称，大流行刺激的个人电脑销售热潮已开始放缓，但萨斯奎哈纳金融集团分析师克里斯托弗·罗兰预测，根据他的检查，英特尔可能会实现其指导或表现略好。目前，英特尔PC部门的普遍预期是第二季度收入增长4.9%，略低于100亿美元。</blockquote></p><p> Rolland also said that his team has uncovered modest supply constraints for PCs built around chips made by Intel rival Advanced Micro Devices (AMD). If that turns out to be true, it would benefit Intel’s second-quarter PC sales, Rolland said. AMD declined to comment, citing its quiet period ahead of earnings.</p><p><blockquote>魅兰还表示，他的团队发现，围绕英特尔竞争对手超微半导体（AMD）制造的芯片制造的个人电脑存在适度的供应限制。罗兰说，如果事实证明这是真的，这将有利于英特尔第二季度的个人电脑销售。AMD拒绝置评，理由是财报发布前的平静期。</blockquote></p><p> Of the analysts who cover Intel, 18 rate shares Buy, 16 have a Hold rating, and 10 rate it Sell. The average target price is $66.79, which implies a return of 21% from a recent price of $55.</p><p><blockquote>在研究英特尔的分析师中，18名分析师给予买入评级，16名分析师给予持有评级，10名分析师给予卖出评级。平均目标价为66.79美元，这意味着较近期55美元的价格有21%的回报。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/intel-earnings-51626886116?siteid=yhoof2\">Barrons</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":{"INTC":"英特尔"},"source_url":"https://www.barrons.com/articles/intel-earnings-51626886116?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186011456","content_text":"When Intel reports earnings Thursday after the closing bell, it’s going to have to put in some work to convince investors the past three months have gone well.\nExpectations for chip companies are already high heading into the June quarter, as investors are looking for a batch of earnings that beat estimates and bullish guidance, according to tech strategist Ted Mortonson. However, shares of Intel (ticker: INTC) 13% during the second quarter as the benchmark PHLX Semiconductor index, or Sox, gained 1.7% But so long as nothing like last year’s delay of its advanced manufacturing process happens, Intel can likely continue to ride the big demand around the world for chips through the end of the year.\nNewly installed chief executive Pat Gelsinger has already started to make big changes during the second quarter, doubling down on the company’s manufacturing business for its own chips while at the same time expanding its scope by starting a contract manufacturing unit called Intel Foundry Services. He also instituted major personnel changes and restructured parts of the company’s operations.\nInvestors should parse Intel’s Thursday conference call with executives for clues about the company’s forthcoming strategy, including confirmation or details on the company’s talks for a $30 billion bid for U.S.-based semiconductor manufacturing company GlobalFoundries, which The Wall Street Journal reported last Thursday.\nGlobalFoundries CEOTom Caulfieldappeared to curb expectations that a deal was in the works in an interview with Bloomberg Television late Monday. The Journal reported last Thursday that Global Foundries executives weren’t involved in the talks; the talks were between Intel and the Abu Dhabi government’s Mubadala Investment vehicle that owns GlobalFoundries. A person familiar with how Mubadala operates told Barron’‘s that keeping GlobalFoundries unaware of a potential deal with Intel would be typical of its behavior.\nOverall, the consensus forecast for second-quarter adjusted earnings is $1.07 a share on revenue of $17.8 billion. Intel sold its memory business last year, which the company and investors often exclude from its revenue.\nFor the second quarter, investors will be closely watching Intel’s data center business. At the moment, the consensus forecast for Intel’s second-quarter data-center revenue is a decrease of 17% to $5.9 billion, compared with the year-ago period. Still, it’s expected to rise sequentially, from revenue of $5.6 billion in the first quarter.\nEvercore analyst C.J. Muse wrote in a client note that data-center spending recovery, combined with growth in artificial intelligence and machine learning computing–tasks which are typically performed in data centers–could help boost Intel’s revenue for the segment above his outlook.\nThough there are reports that the pandemic-spurred boom of personal computer sales has started to slow, Susquehanna Financial Group analystChristopher Rollandpredicted that Intel will likely achieve its guidance or perform slightly better based on his checks. At the moment, the consensus estimate for Intel’s PC segment is for second-quarter revenue growth of 4.9% to just under $10 billion.\nRolland also said that his team has uncovered modest supply constraints for PCs built around chips made by Intel rival Advanced Micro Devices (AMD). If that turns out to be true, it would benefit Intel’s second-quarter PC sales, Rolland said. AMD declined to comment, citing its quiet period ahead of earnings.\nOf the analysts who cover Intel, 18 rate shares Buy, 16 have a Hold rating, and 10 rate it Sell. The average target price is $66.79, which implies a return of 21% from a recent price of $55.","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":1682,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":7,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/172377282"}
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