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2021-08-03

Oh no. Really?!

Apple Will Have To Face Patent Infringement Lawsuit Over Apple Watch Heart Rate Sensor, Rules Court<blockquote>法院裁定，苹果将面临苹果手表心率传感器专利侵权诉讼</blockquote>

2021-08-03

Wow

抱歉，原内容已删除

2021-08-03

Yes it is.

The rising AMD is getting aggressive<blockquote>崛起的AMD越来越咄咄逼人</blockquote>

2021-08-03

Rise and shine please go steady.

The rising AMD is getting aggressive<blockquote>崛起的AMD越来越咄咄逼人</blockquote>

2021-08-02

$Taiwan Semiconductor Manufacturing(TSM)$come on let's fly! 🚀

2021-08-02

Yes

Can Tesla's stock price return to the upward channel?<blockquote>特斯拉股价能否重回上升通道？</blockquote>

2021-08-02

Etsy go

抱歉，原内容已删除

2021-08-02

Im late for tsla

Stocks open higher to kick off August on positive note<blockquote>股市高开，以积极的基调开启八月</blockquote>

2021-07-27

$Taiwan Semiconductor Manufacturing(TSM)$TSM go go go!

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Really?!","listText":"Oh no. Really?!","text":"Oh no. Really?!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807907528","repostId":"1104668581","repostType":4,"repost":{"id":"1104668581","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627977934,"share":"https://www.laohu8.com/m/news/1104668581?lang=zh_CN&edition=full","pubTime":"2021-08-03 16:05","market":"us","language":"en","title":"Apple Will Have To Face Patent Infringement Lawsuit Over Apple Watch Heart Rate Sensor, Rules Court<blockquote>法院裁定，苹果将面临苹果手表心率传感器专利侵权诉讼</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1104668581","media":"Benzinga","summary":"Apple Inc. will have to face a patent infringement lawsuit over the heart rate sensor technology in ","content":"<p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc.</b>&nbsp;will have to face a patent infringement lawsuit over the heart rate sensor technology in the <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Watch, AppleInsiderreportedMonday, citing a ruling by the U.S. Court of Appeals for the Federal Circuit.</p><p><blockquote><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司。</b>将不得不面临针对心率传感器技术的专利侵权诉讼<a href=\"https://laohu8.com/S/AAPL\">苹果</a>AppleInsider周一援引美国联邦巡回上诉法院的一项裁决报道。</blockquote></p><p> <b>What Happened</b>: The original lawsuit - filed by&nbsp;<b>Omni MedSci Inc.</b>&nbsp;in 2018 - had alleged that Apple Watch’s heart rate measurement technology infringed on multiple patents owned by the company, as per the report.</p><p><blockquote><b>发生了什么</b>：原诉讼-由<b>Omni MedSci公司。</b>据报道，2018年——指控苹果手表的心率测量技术侵犯了该公司拥有的多项专利。</blockquote></p><p> Apple’s move to get the lawsuit dismissed was denied by a U.S. District Court. The case was brought to the Federal Circuit after the<b>Tim Cook</b>-led company appealed the decision, the report noted.</p><p><blockquote>苹果要求驳回诉讼的举动被美国地方法院驳回。此案被提交到联邦巡回法院<b>蒂姆·库克</b>报告指出，-led公司对这一决定提出上诉。</blockquote></p><p> The patents were reportedly owned by University of Michigan professor&nbsp;<b>Mohammed Islam</b>, who later assigned the patent rights to Omni MedSci.</p><p><blockquote>据报道，这些专利归密歇根大学教授所有<b>穆罕默德·伊斯兰</b>，后者后来将专利权转让给Omni MedSci。</blockquote></p><p> However, Apple had argued that the patents actually belonged to the University of Michigan, citing Islam’s employment agreement with the university, as per the report. The federal circuit disagreed with the tech giant’s argument.</p><p><blockquote>然而，据报道，苹果辩称，这些专利实际上属于密歇根大学，并引用了伊斯兰与该大学的就业协议。联邦巡回法院不同意这家科技巨头的论点。</blockquote></p><p> <b>Why It Matters:</b>&nbsp;Apple is facing other lawsuits too related to the Apple Watch.It wasreportedin May that privately-held medical device maker<b>AliveCor Inc.</b>filed a federal antitrust lawsuit against the Cupertino-based company, accusing it of monopolizing the market for heart-rate technology for the Apple Watch.</p><p><blockquote><b>为什么重要：</b>苹果还面临着其他与苹果观察组织有关的诉讼。据五月份报道，这家私营医疗器械制造商<b>AliveCor公司。</b>对这家总部位于库比蒂诺的公司提起联邦反垄断诉讼，指控其垄断苹果手表心率技术市场。</blockquote></p><p> The Apple Watch is an important product for Apple and is part of the company’s wearables, home, and accessories segment that generated sales of $8.78 billion in the recent third quarter, up 36% year-over-year.</p><p><blockquote>苹果手表是苹果的重要产品，也是该公司可穿戴设备、家居和配件部门的一部分，该部门在最近第三季度的销售额为87.8亿美元，同比增长36%。</blockquote></p><p> <b>Price Action</b>: Apple shares closed 0.2% lower in Monday’s trading session at $145.52.</p><p><blockquote><b>价格行为</b>：苹果股价在周一交易时段收盘下跌0.2%，至145.52美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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}\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\">\nApple Will Have To Face Patent Infringement Lawsuit Over Apple Watch Heart Rate Sensor, Rules Court<blockquote>法院裁定，苹果将面临苹果手表心率传感器专利侵权诉讼</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-08-03 16:05</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc.</b>&nbsp;will have to face a patent infringement lawsuit over the heart rate sensor technology in the <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Watch, AppleInsiderreportedMonday, citing a ruling by the U.S. Court of Appeals for the Federal Circuit.</p><p><blockquote><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司。</b>将不得不面临针对心率传感器技术的专利侵权诉讼<a href=\"https://laohu8.com/S/AAPL\">苹果</a>AppleInsider周一援引美国联邦巡回上诉法院的一项裁决报道。</blockquote></p><p> <b>What Happened</b>: The original lawsuit - filed by&nbsp;<b>Omni MedSci Inc.</b>&nbsp;in 2018 - had alleged that Apple Watch’s heart rate measurement technology infringed on multiple patents owned by the company, as per the report.</p><p><blockquote><b>发生了什么</b>：原诉讼-由<b>Omni MedSci公司。</b>据报道，2018年——指控苹果手表的心率测量技术侵犯了该公司拥有的多项专利。</blockquote></p><p> Apple’s move to get the lawsuit dismissed was denied by a U.S. District Court. The case was brought to the Federal Circuit after the<b>Tim Cook</b>-led company appealed the decision, the report noted.</p><p><blockquote>苹果要求驳回诉讼的举动被美国地方法院驳回。此案被提交到联邦巡回法院<b>蒂姆·库克</b>报告指出，-led公司对这一决定提出上诉。</blockquote></p><p> The patents were reportedly owned by University of Michigan professor&nbsp;<b>Mohammed Islam</b>, who later assigned the patent rights to Omni MedSci.</p><p><blockquote>据报道，这些专利归密歇根大学教授所有<b>穆罕默德·伊斯兰</b>，后者后来将专利权转让给Omni MedSci。</blockquote></p><p> However, Apple had argued that the patents actually belonged to the University of Michigan, citing Islam’s employment agreement with the university, as per the report. The federal circuit disagreed with the tech giant’s argument.</p><p><blockquote>然而，据报道，苹果辩称，这些专利实际上属于密歇根大学，并引用了伊斯兰与该大学的就业协议。联邦巡回法院不同意这家科技巨头的论点。</blockquote></p><p> <b>Why It Matters:</b>&nbsp;Apple is facing other lawsuits too related to the Apple Watch.It wasreportedin May that privately-held medical device maker<b>AliveCor Inc.</b>filed a federal antitrust lawsuit against the Cupertino-based company, accusing it of monopolizing the market for heart-rate technology for the Apple Watch.</p><p><blockquote><b>为什么重要：</b>苹果还面临着其他与苹果观察组织有关的诉讼。据五月份报道，这家私营医疗器械制造商<b>AliveCor公司。</b>对这家总部位于库比蒂诺的公司提起联邦反垄断诉讼，指控其垄断苹果手表心率技术市场。</blockquote></p><p> The Apple Watch is an important product for Apple and is part of the company’s wearables, home, and accessories segment that generated sales of $8.78 billion in the recent third quarter, up 36% year-over-year.</p><p><blockquote>苹果手表是苹果的重要产品，也是该公司可穿戴设备、家居和配件部门的一部分，该部门在最近第三季度的销售额为87.8亿美元，同比增长36%。</blockquote></p><p> <b>Price Action</b>: Apple shares closed 0.2% lower in Monday’s trading session at $145.52.</p><p><blockquote><b>价格行为</b>：苹果股价在周一交易时段收盘下跌0.2%，至145.52美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09086":"华夏纳指-U","03086":"华夏纳指","AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104668581","content_text":"Apple Inc. will have to face a patent infringement lawsuit over the heart rate sensor technology in the Apple Watch, AppleInsiderreportedMonday, citing a ruling by the U.S. Court of Appeals for the Federal Circuit.\nWhat Happened: The original lawsuit - filed by Omni MedSci Inc. in 2018 - had alleged that Apple Watch’s heart rate measurement technology infringed on multiple patents owned by the company, as per the report.\nApple’s move to get the lawsuit dismissed was denied by a U.S. District Court. The case was brought to the Federal Circuit after theTim Cook-led company appealed the decision, the report noted.\nThe patents were reportedly owned by University of Michigan professor Mohammed Islam, who later assigned the patent rights to Omni MedSci.\nHowever, Apple had argued that the patents actually belonged to the University of Michigan, citing Islam’s employment agreement with the university, as per the report. The federal circuit disagreed with the tech giant’s argument.\nWhy It Matters: Apple is facing other lawsuits too related to the Apple Watch.It wasreportedin May that privately-held medical device makerAliveCor Inc.filed a federal antitrust lawsuit against the Cupertino-based company, accusing it of monopolizing the market for heart-rate technology for the Apple Watch.\nThe Apple Watch is an important product for Apple and is part of the company’s wearables, home, and accessories segment that generated sales of $8.78 billion in the recent third quarter, up 36% year-over-year.\nPrice Action: Apple shares closed 0.2% lower in Monday’s trading session at $145.52.","news_type":1,"symbols_score_info":{"AAPL":0.9,"09086":0.9,"03086":0.9}},"isVote":1,"tweetType":1,"viewCount":1824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807085416,"gmtCreate":1627989179035,"gmtModify":1633754623403,"author":{"id":"3583291700458745","authorId":"3583291700458745","name":"emmajojo","avatar":"https://static.tigerbbs.com/039493cd6325cbca870ec5d73103fd5a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583291700458745","authorIdStr":"3583291700458745"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807085416","repostId":"2156146935","repostType":4,"isVote":1,"tweetType":1,"viewCount":2890,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807082069,"gmtCreate":1627989068451,"gmtModify":1633754624575,"author":{"id":"3583291700458745","authorId":"3583291700458745","name":"emmajojo","avatar":"https://static.tigerbbs.com/039493cd6325cbca870ec5d73103fd5a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583291700458745","authorIdStr":"3583291700458745"},"themes":[],"htmlText":"Yes it is.","listText":"Yes it is.","text":"Yes it is.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807082069","repostId":"1109177267","repostType":4,"repost":{"id":"1109177267","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":1627987064,"share":"https://www.laohu8.com/m/news/1109177267?lang=zh_CN&edition=full","pubTime":"2021-08-03 18:37","market":"us","language":"en","title":"The rising AMD is getting aggressive<blockquote>崛起的AMD越来越咄咄逼人</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109177267","media":"Tiger Newspress","summary":"Advanced Micro Devices reported its revenues and earnings for the second quarter ended June 30 excee","content":"<p>Advanced Micro Devices reported its revenues and earnings for the second quarter ended June 30 exceeded expectations, with revenue growing 99% to $3.85 billion.</p><p><blockquote>Advanced Micro Devices报告称，截至6月30日的第二季度收入和盈利超出预期，收入增长99%至38.5亿美元。</blockquote></p><p> Non-GAAP net income for the quarter was $778 million, or 63 cents a share, beating expectations of 54 cents a share on a non-GAAP basis. AMD said it was increasing its annual earnings forecast.</p><p><blockquote>该季度非GAAP净利润为7.78亿美元，即每股63美分，超出非GAAP每股54美分的预期。AMD表示，正在上调年度盈利预期。</blockquote></p><p> The Santa Clara, California-based company has had a good run on momentum behind its Zen and Zen 2 architectures for processors, which can generate 50% or more better performance per clock cycle than the previous generation. This architecture put AMD ahead of Intel in performance for the first time in a decade, and it has helped the perennial No. 2 PC chip maker into a fast-growing contender against Intel.</p><p><blockquote>这家总部位于加利福尼亚州圣克拉拉的公司在其Zen和Zen 2处理器架构背后取得了良好的发展势头，与上一代相比，每个时钟周期的性能可以提高50%或更多。这种架构使AMD十年来首次在性能上领先于英特尔，并帮助这家常年排名第二的PC芯片制造商成为与英特尔快速增长的竞争者。</blockquote></p><p> Intel, meanwhile, has had stumbles not only on the chip design side but also in manufacturing, where it has lost its technological advantage to rivals such as TSMC, which makes both processors and graphics chips for AMD. As a result, AMD has been making historic market share gains for the past three years. What’s interesting is AMD has been making these gains amid a historic chip shortage driven by the supply whipsaw from the pandemic and unprecedented demand for electronic goods.</p><p><blockquote>与此同时，英特尔不仅在芯片设计方面，而且在制造方面也遇到了挫折，其技术优势被台积电等竞争对手夺走，台积电为AMD生产处理器和图形芯片。因此，AMD在过去三年中取得了历史性的市场份额增长。有趣的是，AMD是在疫情造成的供应冲击和对电子产品前所未有的需求导致历史性芯片短缺的情况下取得这些收益的。</blockquote></p><p> “Our business performed exceptionally well in the second quarter as revenue and operating margin doubled and profitability more than tripled year-over-year,” AMD CEO Lisa Su said in a statement. “We are growing significantly faster than the market with strong demand across all of our businesses. We now expect our 2021 annual revenue to grow by approximately 60% year-over-year driven by strong execution and increased customer preference for our leadership products.”</p><p><blockquote>AMD首席执行官苏姿丰在一份声明中表示：“我们的业务在第二季度表现异常出色，收入和营业利润率同比翻了一番，盈利能力同比增长了两倍多。”“我们的增长速度明显快于市场，我们所有业务的需求都很强劲。我们现在预计，在强有力的执行力和客户对我们领导产品偏好增加的推动下，我们2021年收入将同比增长约60%。”</blockquote></p><p> Intel, meanwhile, is doubling down on its manufacturing investments as a way to stay competitive and take advantage of the chip boom and supply shortage.</p><p><blockquote>与此同时，英特尔正在加倍加大制造投资，以保持竞争力并利用芯片繁荣和供应短缺的机会。</blockquote></p><p> <h4>Quarterly financial segment summary</h4> Computing and graphics segment revenue was $2.25 billion, up 65% year-over-year and 7% quarter-over-quarter driven by higher client and graphics processor sales. Client processor average selling price (ASP) grew year-over-year and quarter-over-quarter driven by a richer mix of Ryzen desktop and notebook processor sales. It was the fifth straight quarter of record processor revenue.</p><p><blockquote><h4>季度财务分部摘要</h4>在客户端和图形处理器销售额增长的推动下，计算和图形部门收入为22.5亿美元，同比增长65%，环比增长7%。在锐龙台式机和笔记本处理器销售组合更加丰富的推动下，客户端处理器平均售价（ASP）同比和环比增长。这是连续第五个季度创纪录的处理器收入。</blockquote></p><p> Graphics processing unit (GPU) ASP grew year-over-year and quarter-over-quarter driven by high-end graphics product sales, including datacenter GPU sales. Operating income was $526 million, compared to $200 million a year ago and $485 million in the prior quarter. The increases were primarily driven by higher revenue.</p><p><blockquote>在包括数据中心GPU销售在内的高端图形产品销售的推动下，图形处理单元（GPU）ASP同比和环比增长。营业收入为5.26亿美元，去年同期为2亿美元，上一季度为4.85亿美元。增长主要是由收入增加推动的。</blockquote></p><p> Enterprise, embedded, and semi-custom segment revenue was $1.6 billion, up 183% year-over-year and 19% quarter-over-quarter. The increases were driven by higher Epyc processor revenue and semi-custom product sales. The semi-custom products include processors for the PlayStation 5 and Xbox Series X/S game consoles.</p><p><blockquote>企业、嵌入式和半定制部门收入为16亿美元，同比增长183%，环比增长19%。这一增长是由Epyc处理器收入和半定制产品销售的增加推动的。半定制产品包括PlayStation 5和Xbox Series X/S游戏机的处理器。</blockquote></p><p> <h4>Optimistic Revenue Outlook on Strong Demand</h4> AMD gave a bullish third-quarter sales forecast, indicating it’s gaining market share from Intel Corp. in the lucrative market for server chips.</p><p><blockquote><h4>强劲需求带来乐观的收入前景</h4>AMD给出了乐观的第三季度销售预测，表明它正在利润丰厚的服务器芯片市场上从英特尔公司手中夺取市场份额。</blockquote></p><p> AMD, the second-largest maker of computer processors behind Intel, predicted third-quarter revenue will be about $4.1 billion, plus or minus $100 million. On average, analysts had projected revenue of $3.8 billion. The company also raised its annual outlook and now expects revenue to increase by 60% up from a previous forecast for 50% growth.</p><p><blockquote>AMD是仅次于英特尔的第二大计算机处理器制造商，预计第三季度营收约为41亿美元，正负1亿美元。分析师平均预计营收为38亿美元。该公司还上调了年度预期，目前预计收入将比之前预测的50%增长增长60%。</blockquote></p><p> Chief Executive Officer Lisa Su has brought the company back from the brink of irrelevance with a raft of new products that customers see as competitive with Intel’s offerings for the first time in years. Investors have poured money into AMD’s stock over the last five years, expecting Su’s changes to result in higher market share and earnings.</p><p><blockquote>首席执行官苏姿丰凭借一系列新产品将公司从无关紧要的边缘拉了回来，客户多年来首次认为这些产品与英特尔的产品具有竞争力。过去五年，投资者纷纷向AMD股票投入资金，预计苏的变化将带来更高的市场份额和收益。</blockquote></p><p> “We are growing significantly faster than the market with strong demand across all of our businesses,” Su said in a statement.</p><p><blockquote>苏在一份声明中表示：“我们的增长速度明显快于市场，我们所有业务的需求都很强劲。”</blockquote></p><p> AMD’s earnings report Tuesday indicates the company is taking market share at Intel’s expense. Intel, the world’s largest superconductor manufacturer, reported a 6% decline in second-quarter revenue. AMD also competes with Nvidia Corp. in the market for graphics processors used in cards for gaming personal computers.</p><p><blockquote>AMD周二的收益报告表明，该公司正在以牺牲英特尔的利益为代价夺取市场份额。全球最大超导体制造商英特尔公布第二季度营收下降6%。AMD还在游戏个人电脑卡中使用的图形处理器市场上与英伟达公司竞争。</blockquote></p><p> Su said the company can continue to grow, even if PC demand falls in 2022. “We expect our competition to be really good and we need to be better than that,” Su said during a conference call after the results.</p><p><blockquote>Su表示，即使2022年PC需求下降，该公司也可以继续增长。“我们希望我们的竞争非常激烈，我们需要做得更好，”苏在结果公布后的电话会议上表示。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The rising AMD is getting aggressive<blockquote>崛起的AMD越来越咄咄逼人</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe rising AMD is getting aggressive<blockquote>崛起的AMD越来越咄咄逼人</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\">2021-08-03 18:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Advanced Micro Devices reported its revenues and earnings for the second quarter ended June 30 exceeded expectations, with revenue growing 99% to $3.85 billion.</p><p><blockquote>Advanced Micro Devices报告称，截至6月30日的第二季度收入和盈利超出预期，收入增长99%至38.5亿美元。</blockquote></p><p> Non-GAAP net income for the quarter was $778 million, or 63 cents a share, beating expectations of 54 cents a share on a non-GAAP basis. AMD said it was increasing its annual earnings forecast.</p><p><blockquote>该季度非GAAP净利润为7.78亿美元，即每股63美分，超出非GAAP每股54美分的预期。AMD表示，正在上调年度盈利预期。</blockquote></p><p> The Santa Clara, California-based company has had a good run on momentum behind its Zen and Zen 2 architectures for processors, which can generate 50% or more better performance per clock cycle than the previous generation. This architecture put AMD ahead of Intel in performance for the first time in a decade, and it has helped the perennial No. 2 PC chip maker into a fast-growing contender against Intel.</p><p><blockquote>这家总部位于加利福尼亚州圣克拉拉的公司在其Zen和Zen 2处理器架构背后取得了良好的发展势头，与上一代相比，每个时钟周期的性能可以提高50%或更多。这种架构使AMD十年来首次在性能上领先于英特尔，并帮助这家常年排名第二的PC芯片制造商成为与英特尔快速增长的竞争者。</blockquote></p><p> Intel, meanwhile, has had stumbles not only on the chip design side but also in manufacturing, where it has lost its technological advantage to rivals such as TSMC, which makes both processors and graphics chips for AMD. As a result, AMD has been making historic market share gains for the past three years. What’s interesting is AMD has been making these gains amid a historic chip shortage driven by the supply whipsaw from the pandemic and unprecedented demand for electronic goods.</p><p><blockquote>与此同时，英特尔不仅在芯片设计方面，而且在制造方面也遇到了挫折，其技术优势被台积电等竞争对手夺走，台积电为AMD生产处理器和图形芯片。因此，AMD在过去三年中取得了历史性的市场份额增长。有趣的是，AMD是在疫情造成的供应冲击和对电子产品前所未有的需求导致历史性芯片短缺的情况下取得这些收益的。</blockquote></p><p> “Our business performed exceptionally well in the second quarter as revenue and operating margin doubled and profitability more than tripled year-over-year,” AMD CEO Lisa Su said in a statement. “We are growing significantly faster than the market with strong demand across all of our businesses. We now expect our 2021 annual revenue to grow by approximately 60% year-over-year driven by strong execution and increased customer preference for our leadership products.”</p><p><blockquote>AMD首席执行官苏姿丰在一份声明中表示：“我们的业务在第二季度表现异常出色，收入和营业利润率同比翻了一番，盈利能力同比增长了两倍多。”“我们的增长速度明显快于市场，我们所有业务的需求都很强劲。我们现在预计，在强有力的执行力和客户对我们领导产品偏好增加的推动下，我们2021年收入将同比增长约60%。”</blockquote></p><p> Intel, meanwhile, is doubling down on its manufacturing investments as a way to stay competitive and take advantage of the chip boom and supply shortage.</p><p><blockquote>与此同时，英特尔正在加倍加大制造投资，以保持竞争力并利用芯片繁荣和供应短缺的机会。</blockquote></p><p> <h4>Quarterly financial segment summary</h4> Computing and graphics segment revenue was $2.25 billion, up 65% year-over-year and 7% quarter-over-quarter driven by higher client and graphics processor sales. Client processor average selling price (ASP) grew year-over-year and quarter-over-quarter driven by a richer mix of Ryzen desktop and notebook processor sales. It was the fifth straight quarter of record processor revenue.</p><p><blockquote><h4>季度财务分部摘要</h4>在客户端和图形处理器销售额增长的推动下，计算和图形部门收入为22.5亿美元，同比增长65%，环比增长7%。在锐龙台式机和笔记本处理器销售组合更加丰富的推动下，客户端处理器平均售价（ASP）同比和环比增长。这是连续第五个季度创纪录的处理器收入。</blockquote></p><p> Graphics processing unit (GPU) ASP grew year-over-year and quarter-over-quarter driven by high-end graphics product sales, including datacenter GPU sales. Operating income was $526 million, compared to $200 million a year ago and $485 million in the prior quarter. The increases were primarily driven by higher revenue.</p><p><blockquote>在包括数据中心GPU销售在内的高端图形产品销售的推动下，图形处理单元（GPU）ASP同比和环比增长。营业收入为5.26亿美元，去年同期为2亿美元，上一季度为4.85亿美元。增长主要是由收入增加推动的。</blockquote></p><p> Enterprise, embedded, and semi-custom segment revenue was $1.6 billion, up 183% year-over-year and 19% quarter-over-quarter. The increases were driven by higher Epyc processor revenue and semi-custom product sales. The semi-custom products include processors for the PlayStation 5 and Xbox Series X/S game consoles.</p><p><blockquote>企业、嵌入式和半定制部门收入为16亿美元，同比增长183%，环比增长19%。这一增长是由Epyc处理器收入和半定制产品销售的增加推动的。半定制产品包括PlayStation 5和Xbox Series X/S游戏机的处理器。</blockquote></p><p> <h4>Optimistic Revenue Outlook on Strong Demand</h4> AMD gave a bullish third-quarter sales forecast, indicating it’s gaining market share from Intel Corp. in the lucrative market for server chips.</p><p><blockquote><h4>强劲需求带来乐观的收入前景</h4>AMD给出了乐观的第三季度销售预测，表明它正在利润丰厚的服务器芯片市场上从英特尔公司手中夺取市场份额。</blockquote></p><p> AMD, the second-largest maker of computer processors behind Intel, predicted third-quarter revenue will be about $4.1 billion, plus or minus $100 million. On average, analysts had projected revenue of $3.8 billion. The company also raised its annual outlook and now expects revenue to increase by 60% up from a previous forecast for 50% growth.</p><p><blockquote>AMD是仅次于英特尔的第二大计算机处理器制造商，预计第三季度营收约为41亿美元，正负1亿美元。分析师平均预计营收为38亿美元。该公司还上调了年度预期，目前预计收入将比之前预测的50%增长增长60%。</blockquote></p><p> Chief Executive Officer Lisa Su has brought the company back from the brink of irrelevance with a raft of new products that customers see as competitive with Intel’s offerings for the first time in years. Investors have poured money into AMD’s stock over the last five years, expecting Su’s changes to result in higher market share and earnings.</p><p><blockquote>首席执行官苏姿丰凭借一系列新产品将公司从无关紧要的边缘拉了回来，客户多年来首次认为这些产品与英特尔的产品具有竞争力。过去五年，投资者纷纷向AMD股票投入资金，预计苏的变化将带来更高的市场份额和收益。</blockquote></p><p> “We are growing significantly faster than the market with strong demand across all of our businesses,” Su said in a statement.</p><p><blockquote>苏在一份声明中表示：“我们的增长速度明显快于市场，我们所有业务的需求都很强劲。”</blockquote></p><p> AMD’s earnings report Tuesday indicates the company is taking market share at Intel’s expense. Intel, the world’s largest superconductor manufacturer, reported a 6% decline in second-quarter revenue. AMD also competes with Nvidia Corp. in the market for graphics processors used in cards for gaming personal computers.</p><p><blockquote>AMD周二的收益报告表明，该公司正在以牺牲英特尔的利益为代价夺取市场份额。全球最大超导体制造商英特尔公布第二季度营收下降6%。AMD还在游戏个人电脑卡中使用的图形处理器市场上与英伟达公司竞争。</blockquote></p><p> Su said the company can continue to grow, even if PC demand falls in 2022. “We expect our competition to be really good and we need to be better than that,” Su said during a conference call after the results.</p><p><blockquote>Su表示，即使2022年PC需求下降，该公司也可以继续增长。“我们希望我们的竞争非常激烈，我们需要做得更好，”苏在结果公布后的电话会议上表示。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109177267","content_text":"Advanced Micro Devices reported its revenues and earnings for the second quarter ended June 30 exceeded expectations, with revenue growing 99% to $3.85 billion.\nNon-GAAP net income for the quarter was $778 million, or 63 cents a share, beating expectations of 54 cents a share on a non-GAAP basis. AMD said it was increasing its annual earnings forecast.\nThe Santa Clara, California-based company has had a good run on momentum behind its Zen and Zen 2 architectures for processors, which can generate 50% or more better performance per clock cycle than the previous generation. This architecture put AMD ahead of Intel in performance for the first time in a decade, and it has helped the perennial No. 2 PC chip maker into a fast-growing contender against Intel.\nIntel, meanwhile, has had stumbles not only on the chip design side but also in manufacturing, where it has lost its technological advantage to rivals such as TSMC, which makes both processors and graphics chips for AMD. As a result, AMD has been making historic market share gains for the past three years. What’s interesting is AMD has been making these gains amid a historic chip shortage driven by the supply whipsaw from the pandemic and unprecedented demand for electronic goods.\n“Our business performed exceptionally well in the second quarter as revenue and operating margin doubled and profitability more than tripled year-over-year,” AMD CEO Lisa Su said in a statement. “We are growing significantly faster than the market with strong demand across all of our businesses. We now expect our 2021 annual revenue to grow by approximately 60% year-over-year driven by strong execution and increased customer preference for our leadership products.”\nIntel, meanwhile, is doubling down on its manufacturing investments as a way to stay competitive and take advantage of the chip boom and supply shortage.\nQuarterly financial segment summary\nComputing and graphics segment revenue was $2.25 billion, up 65% year-over-year and 7% quarter-over-quarter driven by higher client and graphics processor sales. Client processor average selling price (ASP) grew year-over-year and quarter-over-quarter driven by a richer mix of Ryzen desktop and notebook processor sales. It was the fifth straight quarter of record processor revenue.\nGraphics processing unit (GPU) ASP grew year-over-year and quarter-over-quarter driven by high-end graphics product sales, including datacenter GPU sales. Operating income was $526 million, compared to $200 million a year ago and $485 million in the prior quarter. The increases were primarily driven by higher revenue.\nEnterprise, embedded, and semi-custom segment revenue was $1.6 billion, up 183% year-over-year and 19% quarter-over-quarter. The increases were driven by higher Epyc processor revenue and semi-custom product sales. The semi-custom products include processors for the PlayStation 5 and Xbox Series X/S game consoles.\nOptimistic Revenue Outlook on Strong Demand\nAMD gave a bullish third-quarter sales forecast, indicating it’s gaining market share from Intel Corp. in the lucrative market for server chips.\nAMD, the second-largest maker of computer processors behind Intel, predicted third-quarter revenue will be about $4.1 billion, plus or minus $100 million. On average, analysts had projected revenue of $3.8 billion. The company also raised its annual outlook and now expects revenue to increase by 60% up from a previous forecast for 50% growth.\nChief Executive Officer Lisa Su has brought the company back from the brink of irrelevance with a raft of new products that customers see as competitive with Intel’s offerings for the first time in years. Investors have poured money into AMD’s stock over the last five years, expecting Su’s changes to result in higher market share and earnings.\n“We are growing significantly faster than the market with strong demand across all of our businesses,” Su said in a statement.\nAMD’s earnings report Tuesday indicates the company is taking market share at Intel’s expense. Intel, the world’s largest superconductor manufacturer, reported a 6% decline in second-quarter revenue. AMD also competes with Nvidia Corp. in the market for graphics processors used in cards for gaming personal computers.\nSu said the company can continue to grow, even if PC demand falls in 2022. “We expect our competition to be really good and we need to be better than that,” Su said during a conference call after the results.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":2752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807081959,"gmtCreate":1627988923371,"gmtModify":1633754627117,"author":{"id":"3583291700458745","authorId":"3583291700458745","name":"emmajojo","avatar":"https://static.tigerbbs.com/039493cd6325cbca870ec5d73103fd5a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583291700458745","authorIdStr":"3583291700458745"},"themes":[],"htmlText":"Rise and shine please go steady.","listText":"Rise and shine please go steady.","text":"Rise and shine please go steady.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807081959","repostId":"1109177267","repostType":4,"repost":{"id":"1109177267","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":1627987064,"share":"https://www.laohu8.com/m/news/1109177267?lang=zh_CN&edition=full","pubTime":"2021-08-03 18:37","market":"us","language":"en","title":"The rising AMD is getting aggressive<blockquote>崛起的AMD越来越咄咄逼人</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109177267","media":"Tiger Newspress","summary":"Advanced Micro Devices reported its revenues and earnings for the second quarter ended June 30 excee","content":"<p>Advanced Micro Devices reported its revenues and earnings for the second quarter ended June 30 exceeded expectations, with revenue growing 99% to $3.85 billion.</p><p><blockquote>Advanced Micro Devices报告称，截至6月30日的第二季度收入和盈利超出预期，收入增长99%至38.5亿美元。</blockquote></p><p> Non-GAAP net income for the quarter was $778 million, or 63 cents a share, beating expectations of 54 cents a share on a non-GAAP basis. AMD said it was increasing its annual earnings forecast.</p><p><blockquote>该季度非GAAP净利润为7.78亿美元，即每股63美分，超出非GAAP每股54美分的预期。AMD表示，正在上调年度盈利预期。</blockquote></p><p> The Santa Clara, California-based company has had a good run on momentum behind its Zen and Zen 2 architectures for processors, which can generate 50% or more better performance per clock cycle than the previous generation. This architecture put AMD ahead of Intel in performance for the first time in a decade, and it has helped the perennial No. 2 PC chip maker into a fast-growing contender against Intel.</p><p><blockquote>这家总部位于加利福尼亚州圣克拉拉的公司在其Zen和Zen 2处理器架构背后取得了良好的发展势头，与上一代相比，每个时钟周期的性能可以提高50%或更多。这种架构使AMD十年来首次在性能上领先于英特尔，并帮助这家常年排名第二的PC芯片制造商成为与英特尔快速增长的竞争者。</blockquote></p><p> Intel, meanwhile, has had stumbles not only on the chip design side but also in manufacturing, where it has lost its technological advantage to rivals such as TSMC, which makes both processors and graphics chips for AMD. As a result, AMD has been making historic market share gains for the past three years. What’s interesting is AMD has been making these gains amid a historic chip shortage driven by the supply whipsaw from the pandemic and unprecedented demand for electronic goods.</p><p><blockquote>与此同时，英特尔不仅在芯片设计方面，而且在制造方面也遇到了挫折，其技术优势被台积电等竞争对手夺走，台积电为AMD生产处理器和图形芯片。因此，AMD在过去三年中取得了历史性的市场份额增长。有趣的是，AMD是在疫情造成的供应冲击和对电子产品前所未有的需求导致历史性芯片短缺的情况下取得这些收益的。</blockquote></p><p> “Our business performed exceptionally well in the second quarter as revenue and operating margin doubled and profitability more than tripled year-over-year,” AMD CEO Lisa Su said in a statement. “We are growing significantly faster than the market with strong demand across all of our businesses. We now expect our 2021 annual revenue to grow by approximately 60% year-over-year driven by strong execution and increased customer preference for our leadership products.”</p><p><blockquote>AMD首席执行官苏姿丰在一份声明中表示：“我们的业务在第二季度表现异常出色，收入和营业利润率同比翻了一番，盈利能力同比增长了两倍多。”“我们的增长速度明显快于市场，我们所有业务的需求都很强劲。我们现在预计，在强有力的执行力和客户对我们领导产品偏好增加的推动下，我们2021年收入将同比增长约60%。”</blockquote></p><p> Intel, meanwhile, is doubling down on its manufacturing investments as a way to stay competitive and take advantage of the chip boom and supply shortage.</p><p><blockquote>与此同时，英特尔正在加倍加大制造投资，以保持竞争力并利用芯片繁荣和供应短缺的机会。</blockquote></p><p> <h4>Quarterly financial segment summary</h4> Computing and graphics segment revenue was $2.25 billion, up 65% year-over-year and 7% quarter-over-quarter driven by higher client and graphics processor sales. Client processor average selling price (ASP) grew year-over-year and quarter-over-quarter driven by a richer mix of Ryzen desktop and notebook processor sales. It was the fifth straight quarter of record processor revenue.</p><p><blockquote><h4>季度财务分部摘要</h4>在客户端和图形处理器销售额增长的推动下，计算和图形部门收入为22.5亿美元，同比增长65%，环比增长7%。在锐龙台式机和笔记本处理器销售组合更加丰富的推动下，客户端处理器平均售价（ASP）同比和环比增长。这是连续第五个季度创纪录的处理器收入。</blockquote></p><p> Graphics processing unit (GPU) ASP grew year-over-year and quarter-over-quarter driven by high-end graphics product sales, including datacenter GPU sales. Operating income was $526 million, compared to $200 million a year ago and $485 million in the prior quarter. The increases were primarily driven by higher revenue.</p><p><blockquote>在包括数据中心GPU销售在内的高端图形产品销售的推动下，图形处理单元（GPU）ASP同比和环比增长。营业收入为5.26亿美元，去年同期为2亿美元，上一季度为4.85亿美元。增长主要是由收入增加推动的。</blockquote></p><p> Enterprise, embedded, and semi-custom segment revenue was $1.6 billion, up 183% year-over-year and 19% quarter-over-quarter. The increases were driven by higher Epyc processor revenue and semi-custom product sales. The semi-custom products include processors for the PlayStation 5 and Xbox Series X/S game consoles.</p><p><blockquote>企业、嵌入式和半定制部门收入为16亿美元，同比增长183%，环比增长19%。这一增长是由Epyc处理器收入和半定制产品销售的增加推动的。半定制产品包括PlayStation 5和Xbox Series X/S游戏机的处理器。</blockquote></p><p> <h4>Optimistic Revenue Outlook on Strong Demand</h4> AMD gave a bullish third-quarter sales forecast, indicating it’s gaining market share from Intel Corp. in the lucrative market for server chips.</p><p><blockquote><h4>强劲需求带来乐观的收入前景</h4>AMD给出了乐观的第三季度销售预测，表明它正在利润丰厚的服务器芯片市场上从英特尔公司手中夺取市场份额。</blockquote></p><p> AMD, the second-largest maker of computer processors behind Intel, predicted third-quarter revenue will be about $4.1 billion, plus or minus $100 million. On average, analysts had projected revenue of $3.8 billion. The company also raised its annual outlook and now expects revenue to increase by 60% up from a previous forecast for 50% growth.</p><p><blockquote>AMD是仅次于英特尔的第二大计算机处理器制造商，预计第三季度营收约为41亿美元，正负1亿美元。分析师平均预计营收为38亿美元。该公司还上调了年度预期，目前预计收入将比之前预测的50%增长增长60%。</blockquote></p><p> Chief Executive Officer Lisa Su has brought the company back from the brink of irrelevance with a raft of new products that customers see as competitive with Intel’s offerings for the first time in years. Investors have poured money into AMD’s stock over the last five years, expecting Su’s changes to result in higher market share and earnings.</p><p><blockquote>首席执行官苏姿丰凭借一系列新产品将公司从无关紧要的边缘拉了回来，客户多年来首次认为这些产品与英特尔的产品具有竞争力。过去五年，投资者纷纷向AMD股票投入资金，预计苏的变化将带来更高的市场份额和收益。</blockquote></p><p> “We are growing significantly faster than the market with strong demand across all of our businesses,” Su said in a statement.</p><p><blockquote>苏在一份声明中表示：“我们的增长速度明显快于市场，我们所有业务的需求都很强劲。”</blockquote></p><p> AMD’s earnings report Tuesday indicates the company is taking market share at Intel’s expense. Intel, the world’s largest superconductor manufacturer, reported a 6% decline in second-quarter revenue. AMD also competes with Nvidia Corp. in the market for graphics processors used in cards for gaming personal computers.</p><p><blockquote>AMD周二的收益报告表明，该公司正在以牺牲英特尔的利益为代价夺取市场份额。全球最大超导体制造商英特尔公布第二季度营收下降6%。AMD还在游戏个人电脑卡中使用的图形处理器市场上与英伟达公司竞争。</blockquote></p><p> Su said the company can continue to grow, even if PC demand falls in 2022. “We expect our competition to be really good and we need to be better than that,” Su said during a conference call after the results.</p><p><blockquote>Su表示，即使2022年PC需求下降，该公司也可以继续增长。“我们希望我们的竞争非常激烈，我们需要做得更好，”苏在结果公布后的电话会议上表示。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The rising AMD is getting aggressive<blockquote>崛起的AMD越来越咄咄逼人</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe rising AMD is getting aggressive<blockquote>崛起的AMD越来越咄咄逼人</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\">2021-08-03 18:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Advanced Micro Devices reported its revenues and earnings for the second quarter ended June 30 exceeded expectations, with revenue growing 99% to $3.85 billion.</p><p><blockquote>Advanced Micro Devices报告称，截至6月30日的第二季度收入和盈利超出预期，收入增长99%至38.5亿美元。</blockquote></p><p> Non-GAAP net income for the quarter was $778 million, or 63 cents a share, beating expectations of 54 cents a share on a non-GAAP basis. AMD said it was increasing its annual earnings forecast.</p><p><blockquote>该季度非GAAP净利润为7.78亿美元，即每股63美分，超出非GAAP每股54美分的预期。AMD表示，正在上调年度盈利预期。</blockquote></p><p> The Santa Clara, California-based company has had a good run on momentum behind its Zen and Zen 2 architectures for processors, which can generate 50% or more better performance per clock cycle than the previous generation. This architecture put AMD ahead of Intel in performance for the first time in a decade, and it has helped the perennial No. 2 PC chip maker into a fast-growing contender against Intel.</p><p><blockquote>这家总部位于加利福尼亚州圣克拉拉的公司在其Zen和Zen 2处理器架构背后取得了良好的发展势头，与上一代相比，每个时钟周期的性能可以提高50%或更多。这种架构使AMD十年来首次在性能上领先于英特尔，并帮助这家常年排名第二的PC芯片制造商成为与英特尔快速增长的竞争者。</blockquote></p><p> Intel, meanwhile, has had stumbles not only on the chip design side but also in manufacturing, where it has lost its technological advantage to rivals such as TSMC, which makes both processors and graphics chips for AMD. As a result, AMD has been making historic market share gains for the past three years. What’s interesting is AMD has been making these gains amid a historic chip shortage driven by the supply whipsaw from the pandemic and unprecedented demand for electronic goods.</p><p><blockquote>与此同时，英特尔不仅在芯片设计方面，而且在制造方面也遇到了挫折，其技术优势被台积电等竞争对手夺走，台积电为AMD生产处理器和图形芯片。因此，AMD在过去三年中取得了历史性的市场份额增长。有趣的是，AMD是在疫情造成的供应冲击和对电子产品前所未有的需求导致历史性芯片短缺的情况下取得这些收益的。</blockquote></p><p> “Our business performed exceptionally well in the second quarter as revenue and operating margin doubled and profitability more than tripled year-over-year,” AMD CEO Lisa Su said in a statement. “We are growing significantly faster than the market with strong demand across all of our businesses. We now expect our 2021 annual revenue to grow by approximately 60% year-over-year driven by strong execution and increased customer preference for our leadership products.”</p><p><blockquote>AMD首席执行官苏姿丰在一份声明中表示：“我们的业务在第二季度表现异常出色，收入和营业利润率同比翻了一番，盈利能力同比增长了两倍多。”“我们的增长速度明显快于市场，我们所有业务的需求都很强劲。我们现在预计，在强有力的执行力和客户对我们领导产品偏好增加的推动下，我们2021年收入将同比增长约60%。”</blockquote></p><p> Intel, meanwhile, is doubling down on its manufacturing investments as a way to stay competitive and take advantage of the chip boom and supply shortage.</p><p><blockquote>与此同时，英特尔正在加倍加大制造投资，以保持竞争力并利用芯片繁荣和供应短缺的机会。</blockquote></p><p> <h4>Quarterly financial segment summary</h4> Computing and graphics segment revenue was $2.25 billion, up 65% year-over-year and 7% quarter-over-quarter driven by higher client and graphics processor sales. Client processor average selling price (ASP) grew year-over-year and quarter-over-quarter driven by a richer mix of Ryzen desktop and notebook processor sales. It was the fifth straight quarter of record processor revenue.</p><p><blockquote><h4>季度财务分部摘要</h4>在客户端和图形处理器销售额增长的推动下，计算和图形部门收入为22.5亿美元，同比增长65%，环比增长7%。在锐龙台式机和笔记本处理器销售组合更加丰富的推动下，客户端处理器平均售价（ASP）同比和环比增长。这是连续第五个季度创纪录的处理器收入。</blockquote></p><p> Graphics processing unit (GPU) ASP grew year-over-year and quarter-over-quarter driven by high-end graphics product sales, including datacenter GPU sales. Operating income was $526 million, compared to $200 million a year ago and $485 million in the prior quarter. The increases were primarily driven by higher revenue.</p><p><blockquote>在包括数据中心GPU销售在内的高端图形产品销售的推动下，图形处理单元（GPU）ASP同比和环比增长。营业收入为5.26亿美元，去年同期为2亿美元，上一季度为4.85亿美元。增长主要是由收入增加推动的。</blockquote></p><p> Enterprise, embedded, and semi-custom segment revenue was $1.6 billion, up 183% year-over-year and 19% quarter-over-quarter. The increases were driven by higher Epyc processor revenue and semi-custom product sales. The semi-custom products include processors for the PlayStation 5 and Xbox Series X/S game consoles.</p><p><blockquote>企业、嵌入式和半定制部门收入为16亿美元，同比增长183%，环比增长19%。这一增长是由Epyc处理器收入和半定制产品销售的增加推动的。半定制产品包括PlayStation 5和Xbox Series X/S游戏机的处理器。</blockquote></p><p> <h4>Optimistic Revenue Outlook on Strong Demand</h4> AMD gave a bullish third-quarter sales forecast, indicating it’s gaining market share from Intel Corp. in the lucrative market for server chips.</p><p><blockquote><h4>强劲需求带来乐观的收入前景</h4>AMD给出了乐观的第三季度销售预测，表明它正在利润丰厚的服务器芯片市场上从英特尔公司手中夺取市场份额。</blockquote></p><p> AMD, the second-largest maker of computer processors behind Intel, predicted third-quarter revenue will be about $4.1 billion, plus or minus $100 million. On average, analysts had projected revenue of $3.8 billion. The company also raised its annual outlook and now expects revenue to increase by 60% up from a previous forecast for 50% growth.</p><p><blockquote>AMD是仅次于英特尔的第二大计算机处理器制造商，预计第三季度营收约为41亿美元，正负1亿美元。分析师平均预计营收为38亿美元。该公司还上调了年度预期，目前预计收入将比之前预测的50%增长增长60%。</blockquote></p><p> Chief Executive Officer Lisa Su has brought the company back from the brink of irrelevance with a raft of new products that customers see as competitive with Intel’s offerings for the first time in years. Investors have poured money into AMD’s stock over the last five years, expecting Su’s changes to result in higher market share and earnings.</p><p><blockquote>首席执行官苏姿丰凭借一系列新产品将公司从无关紧要的边缘拉了回来，客户多年来首次认为这些产品与英特尔的产品具有竞争力。过去五年，投资者纷纷向AMD股票投入资金，预计苏的变化将带来更高的市场份额和收益。</blockquote></p><p> “We are growing significantly faster than the market with strong demand across all of our businesses,” Su said in a statement.</p><p><blockquote>苏在一份声明中表示：“我们的增长速度明显快于市场，我们所有业务的需求都很强劲。”</blockquote></p><p> AMD’s earnings report Tuesday indicates the company is taking market share at Intel’s expense. Intel, the world’s largest superconductor manufacturer, reported a 6% decline in second-quarter revenue. AMD also competes with Nvidia Corp. in the market for graphics processors used in cards for gaming personal computers.</p><p><blockquote>AMD周二的收益报告表明，该公司正在以牺牲英特尔的利益为代价夺取市场份额。全球最大超导体制造商英特尔公布第二季度营收下降6%。AMD还在游戏个人电脑卡中使用的图形处理器市场上与英伟达公司竞争。</blockquote></p><p> Su said the company can continue to grow, even if PC demand falls in 2022. “We expect our competition to be really good and we need to be better than that,” Su said during a conference call after the results.</p><p><blockquote>Su表示，即使2022年PC需求下降，该公司也可以继续增长。“我们希望我们的竞争非常激烈，我们需要做得更好，”苏在结果公布后的电话会议上表示。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109177267","content_text":"Advanced Micro Devices reported its revenues and earnings for the second quarter ended June 30 exceeded expectations, with revenue growing 99% to $3.85 billion.\nNon-GAAP net income for the quarter was $778 million, or 63 cents a share, beating expectations of 54 cents a share on a non-GAAP basis. AMD said it was increasing its annual earnings forecast.\nThe Santa Clara, California-based company has had a good run on momentum behind its Zen and Zen 2 architectures for processors, which can generate 50% or more better performance per clock cycle than the previous generation. This architecture put AMD ahead of Intel in performance for the first time in a decade, and it has helped the perennial No. 2 PC chip maker into a fast-growing contender against Intel.\nIntel, meanwhile, has had stumbles not only on the chip design side but also in manufacturing, where it has lost its technological advantage to rivals such as TSMC, which makes both processors and graphics chips for AMD. As a result, AMD has been making historic market share gains for the past three years. What’s interesting is AMD has been making these gains amid a historic chip shortage driven by the supply whipsaw from the pandemic and unprecedented demand for electronic goods.\n“Our business performed exceptionally well in the second quarter as revenue and operating margin doubled and profitability more than tripled year-over-year,” AMD CEO Lisa Su said in a statement. “We are growing significantly faster than the market with strong demand across all of our businesses. We now expect our 2021 annual revenue to grow by approximately 60% year-over-year driven by strong execution and increased customer preference for our leadership products.”\nIntel, meanwhile, is doubling down on its manufacturing investments as a way to stay competitive and take advantage of the chip boom and supply shortage.\nQuarterly financial segment summary\nComputing and graphics segment revenue was $2.25 billion, up 65% year-over-year and 7% quarter-over-quarter driven by higher client and graphics processor sales. Client processor average selling price (ASP) grew year-over-year and quarter-over-quarter driven by a richer mix of Ryzen desktop and notebook processor sales. It was the fifth straight quarter of record processor revenue.\nGraphics processing unit (GPU) ASP grew year-over-year and quarter-over-quarter driven by high-end graphics product sales, including datacenter GPU sales. Operating income was $526 million, compared to $200 million a year ago and $485 million in the prior quarter. The increases were primarily driven by higher revenue.\nEnterprise, embedded, and semi-custom segment revenue was $1.6 billion, up 183% year-over-year and 19% quarter-over-quarter. The increases were driven by higher Epyc processor revenue and semi-custom product sales. The semi-custom products include processors for the PlayStation 5 and Xbox Series X/S game consoles.\nOptimistic Revenue Outlook on Strong Demand\nAMD gave a bullish third-quarter sales forecast, indicating it’s gaining market share from Intel Corp. in the lucrative market for server chips.\nAMD, the second-largest maker of computer processors behind Intel, predicted third-quarter revenue will be about $4.1 billion, plus or minus $100 million. On average, analysts had projected revenue of $3.8 billion. The company also raised its annual outlook and now expects revenue to increase by 60% up from a previous forecast for 50% growth.\nChief Executive Officer Lisa Su has brought the company back from the brink of irrelevance with a raft of new products that customers see as competitive with Intel’s offerings for the first time in years. Investors have poured money into AMD’s stock over the last five years, expecting Su’s changes to result in higher market share and earnings.\n“We are growing significantly faster than the market with strong demand across all of our businesses,” Su said in a statement.\nAMD’s earnings report Tuesday indicates the company is taking market share at Intel’s expense. Intel, the world’s largest superconductor manufacturer, reported a 6% decline in second-quarter revenue. AMD also competes with Nvidia Corp. in the market for graphics processors used in cards for gaming personal computers.\nSu said the company can continue to grow, even if PC demand falls in 2022. “We expect our competition to be really good and we need to be better than that,” Su said during a conference call after the results.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":2529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804951238,"gmtCreate":1627917560124,"gmtModify":1631885283284,"author":{"id":"3583291700458745","authorId":"3583291700458745","name":"emmajojo","avatar":"https://static.tigerbbs.com/039493cd6325cbca870ec5d73103fd5a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583291700458745","authorIdStr":"3583291700458745"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>come on let's fly! 🚀","listText":"<a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>come on let's fly! 🚀","text":"$Taiwan Semiconductor Manufacturing(TSM)$come on let's fly! 🚀","images":[{"img":"https://static.tigerbbs.com/3c2763bea257bb4a2d184eafcdb6f878","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/804951238","isVote":1,"tweetType":1,"viewCount":1721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":804950631,"gmtCreate":1627917429723,"gmtModify":1633755264194,"author":{"id":"3583291700458745","authorId":"3583291700458745","name":"emmajojo","avatar":"https://static.tigerbbs.com/039493cd6325cbca870ec5d73103fd5a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583291700458745","authorIdStr":"3583291700458745"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804950631","repostId":"1131923658","repostType":4,"repost":{"id":"1131923658","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":1627898076,"share":"https://www.laohu8.com/m/news/1131923658?lang=zh_CN&edition=full","pubTime":"2021-08-02 17:54","market":"us","language":"en","title":"Can Tesla's stock price return to the upward channel?<blockquote>特斯拉股价能否重回上升通道？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1131923658","media":"Tiger Newspress","summary":"Tesla released Q2 earnings and revenues last week that beat analysts' expectations.\n\"In the second q","content":"<p>Tesla released Q2 earnings and revenues last week that beat analysts' expectations.</p><p><blockquote>特斯拉上周发布的第二季度盈利和收入超出了分析师的预期。</blockquote></p><p> \"In the second quarter of 2021, we broke new and notable records,\" said Tesla in the company's second-quarter update. \"We produced and delivered over 200,000 vehicles, achieved an operating margin of 11% and exceeded [$1 billion] of GAAP net income for the first time in our history.\"</p><p><blockquote>特斯拉在公司第二季度更新中表示：“2021年第二季度，我们打破了新的、引人注目的记录。”“我们生产和交付了超过200,000辆汽车，实现了11%的营业利润率，并在我们历史上首次超过[10亿美元]GAAP净利润。”</blockquote></p><p> Here's a closer look at the quarter, captured by five must-see takeaways from the report.</p><p><blockquote>以下是对本季度的近距离观察，其中包括报告中的五个必看要点。</blockquote></p><p> <b>1. Revenue hit $12 billion</b></p><p><blockquote><b>1.营收达到120亿美元</b></blockquote></p><p> Helped by a 121% year-over-year increase in vehicle deliveries, Tesla's revenue surged 98% year over year to approximately $12 billion. This crushed analysts' average forecast for revenue of $11.3 billion.</p><p><blockquote>得益于汽车交付量同比增长121%，特斯拉的收入同比飙升98%，达到约120亿美元。这超出了分析师113亿美元营收的平均预期。</blockquote></p><p> <b>2. Profits skyrocketed</b></p><p><blockquote><b>2、利润暴涨</b></blockquote></p><p> Of course, with revenue like this, it wasn't surprising to see profits soar. Net income increased from $104 million in the year-ago period to $1.14 billion. Non-GAAP (adjusted) net income increased 258% year over year to $1.6 billion. This translated to non-GAAP earnings per share of $1.45 -- far ahead of a consensus analyst estimate of $0.98.</p><p><blockquote>当然，有了这样的收入，利润飙升也就不足为奇了。净利润从去年同期的1.04亿美元增至11.4亿美元。非GAAP（调整后）净利润同比增长258%至16亿美元。这意味着非GAAP每股收益为1.45美元，远高于分析师普遍预期的0.98美元。</blockquote></p><p> The outsized growth in Tesla's profits demonstrates the scalability of the company's business model.</p><p><blockquote>特斯拉利润的大幅增长表明了该公司商业模式的可扩展性。</blockquote></p><p> <b>3. Free cash flow remains healthy</b></p><p><blockquote><b>3.自由现金流保持健康</b></blockquote></p><p> Tesla once again generated positive free cash flow, or cash flow from operations less capital expenditures. Free cash flow for the period increased from $418 million in the year-ago period to $619 million.</p><p><blockquote>特斯拉再次产生了正的自由现金流，即运营现金流减去资本支出。期内自由现金流从去年同期的4.18亿美元增至6.19亿美元。</blockquote></p><p> Total cash on hand fell from $17.1 billion in the first quarter of 2021 to $16.2 billion but this was primarily due to $1.6 billion in net debt and finance lease repayments.</p><p><blockquote>手头现金总额从2021年第一季度的171亿美元下降至162亿美元，但这主要是由于16亿美元的净债务和融资租赁还款。</blockquote></p><p> <b>4. Vehicle demand is robust</b></p><p><blockquote><b>四、车辆需求旺盛</b></blockquote></p><p> Tesla once again said demand for its vehicles achieved record levels. Indeed, demand is so robust that the company is supply constrained. \"Global demand continues to be robust, and we are producing at the limits of available parts supply,\" Tesla explained.</p><p><blockquote>特斯拉再次表示，对其汽车的需求达到了创纪录的水平。事实上，需求如此强劲，以至于该公司的供应受到限制。“全球需求持续强劲，我们正在现有零部件供应的极限下进行生产，”特斯拉解释道。</blockquote></p><p> <b>5. There's more sharp growth to come</b></p><p><blockquote><b>5.未来还会有更大幅度的增长</b></blockquote></p><p> Importantly, Tesla remains optimistic about its growth trajectory. The company says it continues to expect to grow its total deliveries more than 50% year over year this year. This implies 2021 total deliveries of more than 750,000. So far, Tesla has delivered more than 386,000 vehicles this year.</p><p><blockquote>重要的是，特斯拉对其增长轨迹保持乐观。该公司表示，预计今年的总交付量将同比增长50%以上。这意味着2021年总交付量将超过75万辆。截至目前，特斯拉今年已交付超过38.6万辆汽车。</blockquote></p><p> \"The rate of growth will depend on our equipment capacity, operational efficiency, and the capacity and stability of the supply chain,\" Tesla noted.</p><p><blockquote>“增长率将取决于我们的设备容量、运营效率以及供应链的容量和稳定性，”特斯拉指出。</blockquote></p><p> <h4>Four Challenges to Tesla’s Growth</h4> However,investors are concerned with several factors that may slow Tesla's feverish share price growth soon.</p><p><blockquote><h4>特斯拉经济增长面临的四大挑战</h4>然而，投资者担心几个因素可能会很快减缓特斯拉狂热的股价增长。</blockquote></p><p> <b>High Valuation</b></p><p><blockquote><b>高估值</b></blockquote></p><p> Wall Street is an efficient market, discounting good news and bad news on listed companies. As a result, shares are run-up ahead of good news and sold-off ahead of bad news. Sometimes, Mr. Market—to use Benjamin Graham's terminology—is too optimistic, sending the shares of listed companies well above their fundamental or intrinsic value. Other times, Mr. Market is too pessimistic, sending shares of listed companies well below their intrinsic value.</p><p><blockquote>华尔街是一个有效的市场，对上市公司的好消息和坏消息都进行了贴现。因此，股价在好消息之前上涨，在坏消息之前遭到抛售。有时，市场先生——用本杰明·格雷厄姆的术语来说——过于乐观，导致上市公司的股价远高于其基本或内在价值。其他时候，先生。市场过于悲观，导致上市公司股价远低于其内在价值。</blockquote></p><p> Tesla's shares are overvalued by many standards. TipRanks, for instance, estimates Tesla's 12-month-trailing return on equity to be a modest 12.41%, while estimates put Tesla's intrinsic value at $160.11, well below its current price level.</p><p><blockquote>从许多标准来看，特斯拉的股价都被高估了。例如，TipRanks估计特斯拉过去12个月的股本回报率为12.41%，而特斯拉的内在价值估计为160.11美元，远低于当前的价格水平。</blockquote></p><p> <b>Competition from Colonizers</b></p><p><blockquote><b>来自殖民者的竞争</b></blockquote></p><p> Once, Tesla had little competition, as the electric vehicle (EV) market it pioneered had little competition from traditional automakers. However, that's no longer the case, as General Motors, Ford, Volkswagen, and Toyota are invading the electric market.</p><p><blockquote>曾经，特斯拉几乎没有竞争，因为它开创的电动汽车（EV）市场几乎没有来自传统汽车制造商的竞争。然而，随着通用汽车、福特、大众和丰田正在入侵电动市场，情况已不再如此。</blockquote></p><p> These \"colonizers\" of the EV market have the manufacturing experience, expertise, and distribution networks to scale up EV production and cross the \"tipping point\" of bringing EVs to the masses. Meanwhile, the entry of new competitors into the EV market could unleash price competition that will erode Tesla's revenue growth and profit margins. That's something Wall Street is watching closely in quarterly financial statements.</p><p><blockquote>这些电动汽车市场的“殖民者”拥有制造经验、专业知识和分销网络，可以扩大电动汽车生产规模，跨越将电动汽车推向大众的“临界点”。与此同时，新竞争对手进入电动汽车市场可能会引发价格竞争，从而削弱特斯拉的收入增长和利润率。这是华尔街在季度财务报表中密切关注的事情。</blockquote></p><p> <b>Bitcoin Exposure</b></p><p><blockquote><b>比特币风险</b></blockquote></p><p> Tesla's CEO Elon Musk has an affinity for bitcoin. That's why he has been investing some of the company's cash in digital currency. As of the end of March, Tesla's $1.5 billion investment was worth $2.48 billion, based on the surge in bitcoin in the first quarter. However, that has its risks, too, given bitcoin's volatility.</p><p><blockquote>特斯拉CEO Elon Musk对比特币情有独钟。这就是为什么他一直将公司的部分现金投资于数字货币。截至3月底，特斯拉15亿美元的投资价值24.8亿美元，以第一季度比特币的激增计算。然而，考虑到比特币的波动性，这也有其风险。</blockquote></p><p> Adding to bitcoin's volatility are accounting rules that treat the digital currency as an indefinite-lived intangible asset. Thus, it is subject to impairment losses if its fair value decreases below the carrying value during the assessed reporting period. Companies cannot recover impairment losses for any subsequent increase in fair value until the asset's sale. Tesla reported bitcoin-related impairments of $23 million in Q2 as the price of digital currency dived.</p><p><blockquote>将数字货币视为无限期无形资产的会计规则加剧了比特币的波动性。因此，倘其公平值于评估报告期内减值至低于账面值，则须计提减值亏损。在资产出售之前，公司无法收回公允价值后续增加的减值损失。随着数字货币价格暴跌，特斯拉报告第二季度与比特币相关的减值为2300万美元。</blockquote></p><p> <b>Rising Material Costs</b></p><p><blockquote><b>材料成本上升</b></blockquote></p><p></p><p> Together with traditional automobile makers, Tesla faces a severe material shortage due to supply chain disruptions during the COVID-19 pandemic, which is expected to slow down the pace of its feverish growth.</p><p><blockquote>由于COVID-19大流行期间供应链中断，特斯拉与传统汽车制造商一起面临严重的材料短缺，预计这将减缓其狂热增长的步伐。</blockquote></p><p> \"While we're making cars at full speed, the global chip shortage situation remains quite serious,\" Musk told investors. \"For the rest of this year, our growth rates will be determined by the slowest part in our supply chain,\" adding that there are a wide range of chips that will serve as that brake on growth.</p><p><blockquote>“在我们全速造车的同时，全球芯片短缺的情况仍然相当严重，”马斯克告诉投资者。“在今年剩余时间里，我们的增长率将取决于供应链中最慢的部分，”他补充说，有多种芯片将成为增长的刹车。</blockquote></p><p> <h4>Mixed reviews from Wall Street</h4> Needham analyst Rajvindra Gill said Tesla shares are already priced to perfection, which could explain the stock’s weakness on Tuesday.</p><p><blockquote><h4>华尔街褒贬不一</h4>Needham分析师Rajvindra Gill表示，特斯拉股票的定价已经非常完美，这可以解释该股周二的疲软。</blockquote></p><p> “Tesla's ‘priced to perfection’ valuation is hard for us to justify, even with more positive recent Results,” Gill wrote.</p><p><blockquote>吉尔写道：“即使最近的业绩更加积极，我们也很难证明特斯拉‘定价完美’的估值是合理的。”</blockquote></p><p> Morgan Stanley analyst Adam Jonas said the quarter likely didn’t change the narrative for bulls or bears, and Tesla is still not a value stock priced at an enterprise multiple of 70x.</p><p><blockquote>Morgan Stanley分析师Adam Jonas表示，本季度可能不会改变多头或空头的说法，特斯拉仍然不是企业市盈率70倍的价值股。</blockquote></p><p> “Tesla is not only among the fastest growing auto companies in the world, it is also one of the most profitable,” Jonas wrote.</p><p><blockquote>“特斯拉不仅是世界上增长最快的汽车公司之一，也是最赚钱的公司之一，”Jonas写道。</blockquote></p><p> Wells Fargo analyst Colin Langan said auto gross margins were impressive, but they may not last.</p><p><blockquote>富国银行分析师Colin Langan表示，汽车毛利率令人印象深刻，但可能不会持续。</blockquote></p><p> “We see auto margins moderating in Q3/Q4 due to rising raw mat costs and mix dilution as the lower priced Model Y SR launches in China,” Langran wrote.</p><p><blockquote>Langran写道：“随着价格较低的Model Y SR在中国推出，由于原材料成本上升和混合动力稀释，我们预计第三季度/第四季度汽车利润率将放缓。”</blockquote></p><p> John Murphy with B. of A. Securities struck a more cautious tone. Despite the beat, \"competition is fierce and heating up,\" he said. \"(Tesla's) operating environment is shifting from that of a vacuum to an increasingly crowded space.\"</p><p><blockquote>B.of A.Securities的约翰·墨菲(John Murphy)的语气更加谨慎。尽管节奏很慢，但“竞争非常激烈，而且正在升温，”他说。“（特斯拉的）运营环境正在从真空转向日益拥挤的空间。”</blockquote></p><p> The quarterly beat was \"very much helped by positive pricing dynamics and good execution,\" and Murphy raised his price target on the stock to $800 from $750, which represents an upside around 26% from Tuesday's prices. He kept B. of A.'s neutral rating on the stock.</p><p><blockquote>季度业绩“在很大程度上得益于积极的定价动态和良好的执行力”，墨菲将该股的目标价从750美元上调至800美元，较周二的价格上涨约26%。他维持B.of A.对该股的中性评级。</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>Can Tesla's stock price return to the upward channel?<blockquote>特斯拉股价能否重回上升通道？</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\">\nCan Tesla's stock price return to the upward channel?<blockquote>特斯拉股价能否重回上升通道？</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\">2021-08-02 17:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla released Q2 earnings and revenues last week that beat analysts' expectations.</p><p><blockquote>特斯拉上周发布的第二季度盈利和收入超出了分析师的预期。</blockquote></p><p> \"In the second quarter of 2021, we broke new and notable records,\" said Tesla in the company's second-quarter update. \"We produced and delivered over 200,000 vehicles, achieved an operating margin of 11% and exceeded [$1 billion] of GAAP net income for the first time in our history.\"</p><p><blockquote>特斯拉在公司第二季度更新中表示：“2021年第二季度，我们打破了新的、引人注目的记录。”“我们生产和交付了超过200,000辆汽车，实现了11%的营业利润率，并在我们历史上首次超过[10亿美元]GAAP净利润。”</blockquote></p><p> Here's a closer look at the quarter, captured by five must-see takeaways from the report.</p><p><blockquote>以下是对本季度的近距离观察，其中包括报告中的五个必看要点。</blockquote></p><p> <b>1. Revenue hit $12 billion</b></p><p><blockquote><b>1.营收达到120亿美元</b></blockquote></p><p> Helped by a 121% year-over-year increase in vehicle deliveries, Tesla's revenue surged 98% year over year to approximately $12 billion. This crushed analysts' average forecast for revenue of $11.3 billion.</p><p><blockquote>得益于汽车交付量同比增长121%，特斯拉的收入同比飙升98%，达到约120亿美元。这超出了分析师113亿美元营收的平均预期。</blockquote></p><p> <b>2. Profits skyrocketed</b></p><p><blockquote><b>2、利润暴涨</b></blockquote></p><p> Of course, with revenue like this, it wasn't surprising to see profits soar. Net income increased from $104 million in the year-ago period to $1.14 billion. Non-GAAP (adjusted) net income increased 258% year over year to $1.6 billion. This translated to non-GAAP earnings per share of $1.45 -- far ahead of a consensus analyst estimate of $0.98.</p><p><blockquote>当然，有了这样的收入，利润飙升也就不足为奇了。净利润从去年同期的1.04亿美元增至11.4亿美元。非GAAP（调整后）净利润同比增长258%至16亿美元。这意味着非GAAP每股收益为1.45美元，远高于分析师普遍预期的0.98美元。</blockquote></p><p> The outsized growth in Tesla's profits demonstrates the scalability of the company's business model.</p><p><blockquote>特斯拉利润的大幅增长表明了该公司商业模式的可扩展性。</blockquote></p><p> <b>3. Free cash flow remains healthy</b></p><p><blockquote><b>3.自由现金流保持健康</b></blockquote></p><p> Tesla once again generated positive free cash flow, or cash flow from operations less capital expenditures. Free cash flow for the period increased from $418 million in the year-ago period to $619 million.</p><p><blockquote>特斯拉再次产生了正的自由现金流，即运营现金流减去资本支出。期内自由现金流从去年同期的4.18亿美元增至6.19亿美元。</blockquote></p><p> Total cash on hand fell from $17.1 billion in the first quarter of 2021 to $16.2 billion but this was primarily due to $1.6 billion in net debt and finance lease repayments.</p><p><blockquote>手头现金总额从2021年第一季度的171亿美元下降至162亿美元，但这主要是由于16亿美元的净债务和融资租赁还款。</blockquote></p><p> <b>4. Vehicle demand is robust</b></p><p><blockquote><b>四、车辆需求旺盛</b></blockquote></p><p> Tesla once again said demand for its vehicles achieved record levels. Indeed, demand is so robust that the company is supply constrained. \"Global demand continues to be robust, and we are producing at the limits of available parts supply,\" Tesla explained.</p><p><blockquote>特斯拉再次表示，对其汽车的需求达到了创纪录的水平。事实上，需求如此强劲，以至于该公司的供应受到限制。“全球需求持续强劲，我们正在现有零部件供应的极限下进行生产，”特斯拉解释道。</blockquote></p><p> <b>5. There's more sharp growth to come</b></p><p><blockquote><b>5.未来还会有更大幅度的增长</b></blockquote></p><p> Importantly, Tesla remains optimistic about its growth trajectory. The company says it continues to expect to grow its total deliveries more than 50% year over year this year. This implies 2021 total deliveries of more than 750,000. So far, Tesla has delivered more than 386,000 vehicles this year.</p><p><blockquote>重要的是，特斯拉对其增长轨迹保持乐观。该公司表示，预计今年的总交付量将同比增长50%以上。这意味着2021年总交付量将超过75万辆。截至目前，特斯拉今年已交付超过38.6万辆汽车。</blockquote></p><p> \"The rate of growth will depend on our equipment capacity, operational efficiency, and the capacity and stability of the supply chain,\" Tesla noted.</p><p><blockquote>“增长率将取决于我们的设备容量、运营效率以及供应链的容量和稳定性，”特斯拉指出。</blockquote></p><p> <h4>Four Challenges to Tesla’s Growth</h4> However,investors are concerned with several factors that may slow Tesla's feverish share price growth soon.</p><p><blockquote><h4>特斯拉经济增长面临的四大挑战</h4>然而，投资者担心几个因素可能会很快减缓特斯拉狂热的股价增长。</blockquote></p><p> <b>High Valuation</b></p><p><blockquote><b>高估值</b></blockquote></p><p> Wall Street is an efficient market, discounting good news and bad news on listed companies. As a result, shares are run-up ahead of good news and sold-off ahead of bad news. Sometimes, Mr. Market—to use Benjamin Graham's terminology—is too optimistic, sending the shares of listed companies well above their fundamental or intrinsic value. Other times, Mr. Market is too pessimistic, sending shares of listed companies well below their intrinsic value.</p><p><blockquote>华尔街是一个有效的市场，对上市公司的好消息和坏消息都进行了贴现。因此，股价在好消息之前上涨，在坏消息之前遭到抛售。有时，市场先生——用本杰明·格雷厄姆的术语来说——过于乐观，导致上市公司的股价远高于其基本或内在价值。其他时候，先生。市场过于悲观，导致上市公司股价远低于其内在价值。</blockquote></p><p> Tesla's shares are overvalued by many standards. TipRanks, for instance, estimates Tesla's 12-month-trailing return on equity to be a modest 12.41%, while estimates put Tesla's intrinsic value at $160.11, well below its current price level.</p><p><blockquote>从许多标准来看，特斯拉的股价都被高估了。例如，TipRanks估计特斯拉过去12个月的股本回报率为12.41%，而特斯拉的内在价值估计为160.11美元，远低于当前的价格水平。</blockquote></p><p> <b>Competition from Colonizers</b></p><p><blockquote><b>来自殖民者的竞争</b></blockquote></p><p> Once, Tesla had little competition, as the electric vehicle (EV) market it pioneered had little competition from traditional automakers. However, that's no longer the case, as General Motors, Ford, Volkswagen, and Toyota are invading the electric market.</p><p><blockquote>曾经，特斯拉几乎没有竞争，因为它开创的电动汽车（EV）市场几乎没有来自传统汽车制造商的竞争。然而，随着通用汽车、福特、大众和丰田正在入侵电动市场，情况已不再如此。</blockquote></p><p> These \"colonizers\" of the EV market have the manufacturing experience, expertise, and distribution networks to scale up EV production and cross the \"tipping point\" of bringing EVs to the masses. Meanwhile, the entry of new competitors into the EV market could unleash price competition that will erode Tesla's revenue growth and profit margins. That's something Wall Street is watching closely in quarterly financial statements.</p><p><blockquote>这些电动汽车市场的“殖民者”拥有制造经验、专业知识和分销网络，可以扩大电动汽车生产规模，跨越将电动汽车推向大众的“临界点”。与此同时，新竞争对手进入电动汽车市场可能会引发价格竞争，从而削弱特斯拉的收入增长和利润率。这是华尔街在季度财务报表中密切关注的事情。</blockquote></p><p> <b>Bitcoin Exposure</b></p><p><blockquote><b>比特币风险</b></blockquote></p><p> Tesla's CEO Elon Musk has an affinity for bitcoin. That's why he has been investing some of the company's cash in digital currency. As of the end of March, Tesla's $1.5 billion investment was worth $2.48 billion, based on the surge in bitcoin in the first quarter. However, that has its risks, too, given bitcoin's volatility.</p><p><blockquote>特斯拉CEO Elon Musk对比特币情有独钟。这就是为什么他一直将公司的部分现金投资于数字货币。截至3月底，特斯拉15亿美元的投资价值24.8亿美元，以第一季度比特币的激增计算。然而，考虑到比特币的波动性，这也有其风险。</blockquote></p><p> Adding to bitcoin's volatility are accounting rules that treat the digital currency as an indefinite-lived intangible asset. Thus, it is subject to impairment losses if its fair value decreases below the carrying value during the assessed reporting period. Companies cannot recover impairment losses for any subsequent increase in fair value until the asset's sale. Tesla reported bitcoin-related impairments of $23 million in Q2 as the price of digital currency dived.</p><p><blockquote>将数字货币视为无限期无形资产的会计规则加剧了比特币的波动性。因此，倘其公平值于评估报告期内减值至低于账面值，则须计提减值亏损。在资产出售之前，公司无法收回公允价值后续增加的减值损失。随着数字货币价格暴跌，特斯拉报告第二季度与比特币相关的减值为2300万美元。</blockquote></p><p> <b>Rising Material Costs</b></p><p><blockquote><b>材料成本上升</b></blockquote></p><p></p><p> Together with traditional automobile makers, Tesla faces a severe material shortage due to supply chain disruptions during the COVID-19 pandemic, which is expected to slow down the pace of its feverish growth.</p><p><blockquote>由于COVID-19大流行期间供应链中断，特斯拉与传统汽车制造商一起面临严重的材料短缺，预计这将减缓其狂热增长的步伐。</blockquote></p><p> \"While we're making cars at full speed, the global chip shortage situation remains quite serious,\" Musk told investors. \"For the rest of this year, our growth rates will be determined by the slowest part in our supply chain,\" adding that there are a wide range of chips that will serve as that brake on growth.</p><p><blockquote>“在我们全速造车的同时，全球芯片短缺的情况仍然相当严重，”马斯克告诉投资者。“在今年剩余时间里，我们的增长率将取决于供应链中最慢的部分，”他补充说，有多种芯片将成为增长的刹车。</blockquote></p><p> <h4>Mixed reviews from Wall Street</h4> Needham analyst Rajvindra Gill said Tesla shares are already priced to perfection, which could explain the stock’s weakness on Tuesday.</p><p><blockquote><h4>华尔街褒贬不一</h4>Needham分析师Rajvindra Gill表示，特斯拉股票的定价已经非常完美，这可以解释该股周二的疲软。</blockquote></p><p> “Tesla's ‘priced to perfection’ valuation is hard for us to justify, even with more positive recent Results,” Gill wrote.</p><p><blockquote>吉尔写道：“即使最近的业绩更加积极，我们也很难证明特斯拉‘定价完美’的估值是合理的。”</blockquote></p><p> Morgan Stanley analyst Adam Jonas said the quarter likely didn’t change the narrative for bulls or bears, and Tesla is still not a value stock priced at an enterprise multiple of 70x.</p><p><blockquote>Morgan Stanley分析师Adam Jonas表示，本季度可能不会改变多头或空头的说法，特斯拉仍然不是企业市盈率70倍的价值股。</blockquote></p><p> “Tesla is not only among the fastest growing auto companies in the world, it is also one of the most profitable,” Jonas wrote.</p><p><blockquote>“特斯拉不仅是世界上增长最快的汽车公司之一，也是最赚钱的公司之一，”Jonas写道。</blockquote></p><p> Wells Fargo analyst Colin Langan said auto gross margins were impressive, but they may not last.</p><p><blockquote>富国银行分析师Colin Langan表示，汽车毛利率令人印象深刻，但可能不会持续。</blockquote></p><p> “We see auto margins moderating in Q3/Q4 due to rising raw mat costs and mix dilution as the lower priced Model Y SR launches in China,” Langran wrote.</p><p><blockquote>Langran写道：“随着价格较低的Model Y SR在中国推出，由于原材料成本上升和混合动力稀释，我们预计第三季度/第四季度汽车利润率将放缓。”</blockquote></p><p> John Murphy with B. of A. Securities struck a more cautious tone. Despite the beat, \"competition is fierce and heating up,\" he said. \"(Tesla's) operating environment is shifting from that of a vacuum to an increasingly crowded space.\"</p><p><blockquote>B.of A.Securities的约翰·墨菲(John Murphy)的语气更加谨慎。尽管节奏很慢，但“竞争非常激烈，而且正在升温，”他说。“（特斯拉的）运营环境正在从真空转向日益拥挤的空间。”</blockquote></p><p> The quarterly beat was \"very much helped by positive pricing dynamics and good execution,\" and Murphy raised his price target on the stock to $800 from $750, which represents an upside around 26% from Tuesday's prices. He kept B. of A.'s neutral rating on the stock.</p><p><blockquote>季度业绩“在很大程度上得益于积极的定价动态和良好的执行力”，墨菲将该股的目标价从750美元上调至800美元，较周二的价格上涨约26%。他维持B.of A.对该股的中性评级。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131923658","content_text":"Tesla released Q2 earnings and revenues last week that beat analysts' expectations.\n\"In the second quarter of 2021, we broke new and notable records,\" said Tesla in the company's second-quarter update. \"We produced and delivered over 200,000 vehicles, achieved an operating margin of 11% and exceeded [$1 billion] of GAAP net income for the first time in our history.\"\nHere's a closer look at the quarter, captured by five must-see takeaways from the report.\n1. Revenue hit $12 billion\nHelped by a 121% year-over-year increase in vehicle deliveries, Tesla's revenue surged 98% year over year to approximately $12 billion. This crushed analysts' average forecast for revenue of $11.3 billion.\n2. Profits skyrocketed\nOf course, with revenue like this, it wasn't surprising to see profits soar. Net income increased from $104 million in the year-ago period to $1.14 billion. Non-GAAP (adjusted) net income increased 258% year over year to $1.6 billion. This translated to non-GAAP earnings per share of $1.45 -- far ahead of a consensus analyst estimate of $0.98.\nThe outsized growth in Tesla's profits demonstrates the scalability of the company's business model.\n3. Free cash flow remains healthy\nTesla once again generated positive free cash flow, or cash flow from operations less capital expenditures. Free cash flow for the period increased from $418 million in the year-ago period to $619 million.\nTotal cash on hand fell from $17.1 billion in the first quarter of 2021 to $16.2 billion but this was primarily due to $1.6 billion in net debt and finance lease repayments.\n4. Vehicle demand is robust\nTesla once again said demand for its vehicles achieved record levels. Indeed, demand is so robust that the company is supply constrained. \"Global demand continues to be robust, and we are producing at the limits of available parts supply,\" Tesla explained.\n5. There's more sharp growth to come\nImportantly, Tesla remains optimistic about its growth trajectory. The company says it continues to expect to grow its total deliveries more than 50% year over year this year. This implies 2021 total deliveries of more than 750,000. So far, Tesla has delivered more than 386,000 vehicles this year.\n\"The rate of growth will depend on our equipment capacity, operational efficiency, and the capacity and stability of the supply chain,\" Tesla noted.\nFour Challenges to Tesla’s Growth\nHowever,investors are concerned with several factors that may slow Tesla's feverish share price growth soon.\nHigh Valuation\nWall Street is an efficient market, discounting good news and bad news on listed companies. As a result, shares are run-up ahead of good news and sold-off ahead of bad news. Sometimes, Mr. Market—to use Benjamin Graham's terminology—is too optimistic, sending the shares of listed companies well above their fundamental or intrinsic value. Other times, Mr. Market is too pessimistic, sending shares of listed companies well below their intrinsic value.\nTesla's shares are overvalued by many standards. TipRanks, for instance, estimates Tesla's 12-month-trailing return on equity to be a modest 12.41%, while estimates put Tesla's intrinsic value at $160.11, well below its current price level.\nCompetition from Colonizers\nOnce, Tesla had little competition, as the electric vehicle (EV) market it pioneered had little competition from traditional automakers. However, that's no longer the case, as General Motors, Ford, Volkswagen, and Toyota are invading the electric market.\nThese \"colonizers\" of the EV market have the manufacturing experience, expertise, and distribution networks to scale up EV production and cross the \"tipping point\" of bringing EVs to the masses. Meanwhile, the entry of new competitors into the EV market could unleash price competition that will erode Tesla's revenue growth and profit margins. That's something Wall Street is watching closely in quarterly financial statements.\nBitcoin Exposure\nTesla's CEO Elon Musk has an affinity for bitcoin. That's why he has been investing some of the company's cash in digital currency. As of the end of March, Tesla's $1.5 billion investment was worth $2.48 billion, based on the surge in bitcoin in the first quarter. However, that has its risks, too, given bitcoin's volatility.\nAdding to bitcoin's volatility are accounting rules that treat the digital currency as an indefinite-lived intangible asset. Thus, it is subject to impairment losses if its fair value decreases below the carrying value during the assessed reporting period. Companies cannot recover impairment losses for any subsequent increase in fair value until the asset's sale. Tesla reported bitcoin-related impairments of $23 million in Q2 as the price of digital currency dived.\nRising Material Costs\nTogether with traditional automobile makers, Tesla faces a severe material shortage due to supply chain disruptions during the COVID-19 pandemic, which is expected to slow down the pace of its feverish growth.\n\"While we're making cars at full speed, the global chip shortage situation remains quite serious,\" Musk told investors. \"For the rest of this year, our growth rates will be determined by the slowest part in our supply chain,\" adding that there are a wide range of chips that will serve as that brake on growth.\nMixed reviews from Wall Street\nNeedham analyst Rajvindra Gill said Tesla shares are already priced to perfection, which could explain the stock’s weakness on Tuesday.\n“Tesla's ‘priced to perfection’ valuation is hard for us to justify, even with more positive recent Results,” Gill wrote.\nMorgan Stanley analyst Adam Jonas said the quarter likely didn’t change the narrative for bulls or bears, and Tesla is still not a value stock priced at an enterprise multiple of 70x.\n“Tesla is not only among the fastest growing auto companies in the world, it is also one of the most profitable,” Jonas wrote.\nWells Fargo analyst Colin Langan said auto gross margins were impressive, but they may not last.\n“We see auto margins moderating in Q3/Q4 due to rising raw mat costs and mix dilution as the lower priced Model Y SR launches in China,” Langran wrote.\nJohn Murphy with B. of A. Securities struck a more cautious tone. Despite the beat, \"competition is fierce and heating up,\" he said. \"(Tesla's) operating environment is shifting from that of a vacuum to an increasingly crowded space.\"\nThe quarterly beat was \"very much helped by positive pricing dynamics and good execution,\" and Murphy raised his price target on the stock to $800 from $750, which represents an upside around 26% from Tuesday's prices. He kept B. of A.'s neutral rating on the stock.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804927425,"gmtCreate":1627917391967,"gmtModify":1631884337692,"author":{"id":"3583291700458745","authorId":"3583291700458745","name":"emmajojo","avatar":"https://static.tigerbbs.com/039493cd6325cbca870ec5d73103fd5a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583291700458745","authorIdStr":"3583291700458745"},"themes":[],"htmlText":"Etsy go&nbsp;","listText":"Etsy go&nbsp;","text":"Etsy go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804927425","repostId":"2156161791","repostType":4,"isVote":1,"tweetType":1,"viewCount":1556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804924255,"gmtCreate":1627917354577,"gmtModify":1633755265908,"author":{"id":"3583291700458745","authorId":"3583291700458745","name":"emmajojo","avatar":"https://static.tigerbbs.com/039493cd6325cbca870ec5d73103fd5a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583291700458745","authorIdStr":"3583291700458745"},"themes":[],"htmlText":"Im late for tsla","listText":"Im late for tsla","text":"Im late for tsla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804924255","repostId":"1146501234","repostType":4,"repost":{"id":"1146501234","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":1627911092,"share":"https://www.laohu8.com/m/news/1146501234?lang=zh_CN&edition=full","pubTime":"2021-08-02 21:31","market":"us","language":"en","title":"Stocks open higher to kick off August on positive note<blockquote>股市高开，以积极的基调开启八月</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1146501234","media":"Tiger Newspress","summary":"(August 2) Stocks open higher to kick off August on positive note.\nThe Dow Jones Industrial Average ","content":"<p>(August 2)&nbsp;Stocks open higher to kick off August on positive note.</p><p><blockquote>（8月2日）股市高开，以积极的基调开启8月。</blockquote></p><p> The Dow Jones Industrial Average rose 179 points, or about 0.5%. S&amp;P 500 gained 0.6% and <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite added 0.5%. The S&amp;P 500 and the Dow sit less than 1% from new all-time highs.</p><p><blockquote>道琼斯工业平均指数上涨179点，涨幅约0.5%。标普500上涨0.6%<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>复合材料增加了0.5%。标普500和道琼斯指数距离历史新高不到1%。</blockquote></p><p> Stocks continued to shake off concerns about the delta variant of Covid, and stocks that would benefit the most from a continued economic recovery led the gains in premarket trading Monday.</p><p><blockquote>股市继续摆脱对新冠疫情德尔塔变异毒株的担忧，从经济持续复苏中受益最多的股票在周一盘前交易中领涨。</blockquote></p><p> EV&nbsp;stocks&nbsp;rose&nbsp;in&nbsp;morning&nbsp;trading.&nbsp;<a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a> stock swings to a gain of 2.37% toward 4th-straight gain after July deliveries data.</p><p><blockquote>电动汽车股早盘上涨。<a href=\"https://laohu8.com/S/NIO\">蔚来</a>7月份交付数据公布后，股价上涨2.37%，连续第四次上涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9b07d02e81b388039bda713efd01303f\" tg-width=\"311\" tg-height=\"157\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Among individual stocks, Square gained about&nbsp;7%. The payments company agreed to buy Australia’s Afterpay—which allows users to pay for goods in interest-free installments—in an all-stockdeal valued at around $29 billion.</p><p><blockquote>个股中，Square涨约7%。这家支付公司同意以价值约290亿美元的全股票交易收购澳大利亚的Afterpay，该公司允许用户以无息分期付款的方式支付商品费用。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/32530bdd06153792ae5e34fcc36920b4\" tg-width=\"725\" tg-height=\"633\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Shares of Carnival Corp. were up 2.52% in early trading. Major banks including Morgan Stanley and Bank of America were higher. Airline shares were mostly higher.</p><p><blockquote>嘉年华公司股价早盘上涨2.52%。摩根士丹利和美国银行等主要银行走高。航空公司股价大多走高。</blockquote></p><p> “We believe the reopening and recovery trend is on track and continue to see upside for equities,” wrote Mark Haefele, chief investment officer of global wealth management at UBS. “We expect the S&amp;P 500 to climb to around 4,650 by June next year, versus 4,395 at present. But we see the greatest upside for cyclical parts of the market, including energy, financials, and Japanese stocks.”</p><p><blockquote>瑞银全球财富管理首席投资官马克·海菲尔写道：“我们相信重新开放和复苏趋势已步入正轨，股市将继续上涨。”“我们预计，到明年6月，标普500将攀升至4,650点左右，而目前为4,395点。但我们认为市场周期性部分的上涨空间最大，包括能源、金融和日本股市。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9d1f8013a64fda7879ad10c4e7559aec\" tg-width=\"313\" tg-height=\"363\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks open higher to kick off August on positive note<blockquote>股市高开，以积极的基调开启八月</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStocks open higher to kick off August on positive note<blockquote>股市高开，以积极的基调开启八月</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\">2021-08-02 21:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(August 2)&nbsp;Stocks open higher to kick off August on positive note.</p><p><blockquote>（8月2日）股市高开，以积极的基调开启8月。</blockquote></p><p> The Dow Jones Industrial Average rose 179 points, or about 0.5%. S&amp;P 500 gained 0.6% and <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite added 0.5%. The S&amp;P 500 and the Dow sit less than 1% from new all-time highs.</p><p><blockquote>道琼斯工业平均指数上涨179点，涨幅约0.5%。标普500上涨0.6%<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>复合材料增加了0.5%。标普500和道琼斯指数距离历史新高不到1%。</blockquote></p><p> Stocks continued to shake off concerns about the delta variant of Covid, and stocks that would benefit the most from a continued economic recovery led the gains in premarket trading Monday.</p><p><blockquote>股市继续摆脱对新冠疫情德尔塔变异毒株的担忧，从经济持续复苏中受益最多的股票在周一盘前交易中领涨。</blockquote></p><p> EV&nbsp;stocks&nbsp;rose&nbsp;in&nbsp;morning&nbsp;trading.&nbsp;<a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a> stock swings to a gain of 2.37% toward 4th-straight gain after July deliveries data.</p><p><blockquote>电动汽车股早盘上涨。<a href=\"https://laohu8.com/S/NIO\">蔚来</a>7月份交付数据公布后，股价上涨2.37%，连续第四次上涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9b07d02e81b388039bda713efd01303f\" tg-width=\"311\" tg-height=\"157\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Among individual stocks, Square gained about&nbsp;7%. The payments company agreed to buy Australia’s Afterpay—which allows users to pay for goods in interest-free installments—in an all-stockdeal valued at around $29 billion.</p><p><blockquote>个股中，Square涨约7%。这家支付公司同意以价值约290亿美元的全股票交易收购澳大利亚的Afterpay，该公司允许用户以无息分期付款的方式支付商品费用。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/32530bdd06153792ae5e34fcc36920b4\" tg-width=\"725\" tg-height=\"633\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Shares of Carnival Corp. were up 2.52% in early trading. Major banks including Morgan Stanley and Bank of America were higher. Airline shares were mostly higher.</p><p><blockquote>嘉年华公司股价早盘上涨2.52%。摩根士丹利和美国银行等主要银行走高。航空公司股价大多走高。</blockquote></p><p> “We believe the reopening and recovery trend is on track and continue to see upside for equities,” wrote Mark Haefele, chief investment officer of global wealth management at UBS. “We expect the S&amp;P 500 to climb to around 4,650 by June next year, versus 4,395 at present. But we see the greatest upside for cyclical parts of the market, including energy, financials, and Japanese stocks.”</p><p><blockquote>瑞银全球财富管理首席投资官马克·海菲尔写道：“我们相信重新开放和复苏趋势已步入正轨，股市将继续上涨。”“我们预计，到明年6月，标普500将攀升至4,650点左右，而目前为4,395点。但我们认为市场周期性部分的上涨空间最大，包括能源、金融和日本股市。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9d1f8013a64fda7879ad10c4e7559aec\" tg-width=\"313\" tg-height=\"363\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146501234","content_text":"(August 2) Stocks open higher to kick off August on positive note.\nThe Dow Jones Industrial Average rose 179 points, or about 0.5%. S&P 500 gained 0.6% and Nasdaq Composite added 0.5%. The S&P 500 and the Dow sit less than 1% from new all-time highs.\nStocks continued to shake off concerns about the delta variant of Covid, and stocks that would benefit the most from a continued economic recovery led the gains in premarket trading Monday.\nEV stocks rose in morning trading. NIO Inc. stock swings to a gain of 2.37% toward 4th-straight gain after July deliveries data.\n\nAmong individual stocks, Square gained about 7%. The payments company agreed to buy Australia’s Afterpay—which allows users to pay for goods in interest-free installments—in an all-stockdeal valued at around $29 billion.\n\nShares of Carnival Corp. were up 2.52% in early trading. Major banks including Morgan Stanley and Bank of America were higher. Airline shares were mostly higher.\n“We believe the reopening and recovery trend is on track and continue to see upside for equities,” wrote Mark Haefele, chief investment officer of global wealth management at UBS. “We expect the S&P 500 to climb to around 4,650 by June next year, versus 4,395 at present. But we see the greatest upside for cyclical parts of the market, including energy, financials, and Japanese stocks.”","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":1646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803064397,"gmtCreate":1627397024119,"gmtModify":1633765383376,"author":{"id":"3583291700458745","authorId":"3583291700458745","name":"emmajojo","avatar":"https://static.tigerbbs.com/039493cd6325cbca870ec5d73103fd5a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583291700458745","authorIdStr":"3583291700458745"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>TSM go go go!","listText":"<a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>TSM go go go!","text":"$Taiwan Semiconductor Manufacturing(TSM)$TSM go go go!","images":[{"img":"https://static.tigerbbs.com/b20e46761413f9b2e519f93361a31c9d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803064397","isVote":1,"tweetType":1,"viewCount":1218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":807082069,"gmtCreate":1627989068451,"gmtModify":1633754624575,"author":{"id":"3583291700458745","authorId":"3583291700458745","name":"emmajojo","avatar":"https://static.tigerbbs.com/039493cd6325cbca870ec5d73103fd5a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583291700458745","idStr":"3583291700458745"},"themes":[],"htmlText":"Yes it is.","listText":"Yes it is.","text":"Yes it is.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807082069","repostId":"1109177267","repostType":4,"repost":{"id":"1109177267","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":1627987064,"share":"https://www.laohu8.com/m/news/1109177267?lang=zh_CN&edition=full","pubTime":"2021-08-03 18:37","market":"us","language":"en","title":"The rising AMD is getting aggressive<blockquote>崛起的AMD越来越咄咄逼人</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109177267","media":"Tiger Newspress","summary":"Advanced Micro Devices reported its revenues and earnings for the second quarter ended June 30 excee","content":"<p>Advanced Micro Devices reported its revenues and earnings for the second quarter ended June 30 exceeded expectations, with revenue growing 99% to $3.85 billion.</p><p><blockquote>Advanced Micro Devices报告称，截至6月30日的第二季度收入和盈利超出预期，收入增长99%至38.5亿美元。</blockquote></p><p> Non-GAAP net income for the quarter was $778 million, or 63 cents a share, beating expectations of 54 cents a share on a non-GAAP basis. AMD said it was increasing its annual earnings forecast.</p><p><blockquote>该季度非GAAP净利润为7.78亿美元，即每股63美分，超出非GAAP每股54美分的预期。AMD表示，正在上调年度盈利预期。</blockquote></p><p> The Santa Clara, California-based company has had a good run on momentum behind its Zen and Zen 2 architectures for processors, which can generate 50% or more better performance per clock cycle than the previous generation. This architecture put AMD ahead of Intel in performance for the first time in a decade, and it has helped the perennial No. 2 PC chip maker into a fast-growing contender against Intel.</p><p><blockquote>这家总部位于加利福尼亚州圣克拉拉的公司在其Zen和Zen 2处理器架构背后取得了良好的发展势头，与上一代相比，每个时钟周期的性能可以提高50%或更多。这种架构使AMD十年来首次在性能上领先于英特尔，并帮助这家常年排名第二的PC芯片制造商成为与英特尔快速增长的竞争者。</blockquote></p><p> Intel, meanwhile, has had stumbles not only on the chip design side but also in manufacturing, where it has lost its technological advantage to rivals such as TSMC, which makes both processors and graphics chips for AMD. As a result, AMD has been making historic market share gains for the past three years. What’s interesting is AMD has been making these gains amid a historic chip shortage driven by the supply whipsaw from the pandemic and unprecedented demand for electronic goods.</p><p><blockquote>与此同时，英特尔不仅在芯片设计方面，而且在制造方面也遇到了挫折，其技术优势被台积电等竞争对手夺走，台积电为AMD生产处理器和图形芯片。因此，AMD在过去三年中取得了历史性的市场份额增长。有趣的是，AMD是在疫情造成的供应冲击和对电子产品前所未有的需求导致历史性芯片短缺的情况下取得这些收益的。</blockquote></p><p> “Our business performed exceptionally well in the second quarter as revenue and operating margin doubled and profitability more than tripled year-over-year,” AMD CEO Lisa Su said in a statement. “We are growing significantly faster than the market with strong demand across all of our businesses. We now expect our 2021 annual revenue to grow by approximately 60% year-over-year driven by strong execution and increased customer preference for our leadership products.”</p><p><blockquote>AMD首席执行官苏姿丰在一份声明中表示：“我们的业务在第二季度表现异常出色，收入和营业利润率同比翻了一番，盈利能力同比增长了两倍多。”“我们的增长速度明显快于市场，我们所有业务的需求都很强劲。我们现在预计，在强有力的执行力和客户对我们领导产品偏好增加的推动下，我们2021年收入将同比增长约60%。”</blockquote></p><p> Intel, meanwhile, is doubling down on its manufacturing investments as a way to stay competitive and take advantage of the chip boom and supply shortage.</p><p><blockquote>与此同时，英特尔正在加倍加大制造投资，以保持竞争力并利用芯片繁荣和供应短缺的机会。</blockquote></p><p> <h4>Quarterly financial segment summary</h4> Computing and graphics segment revenue was $2.25 billion, up 65% year-over-year and 7% quarter-over-quarter driven by higher client and graphics processor sales. Client processor average selling price (ASP) grew year-over-year and quarter-over-quarter driven by a richer mix of Ryzen desktop and notebook processor sales. It was the fifth straight quarter of record processor revenue.</p><p><blockquote><h4>季度财务分部摘要</h4>在客户端和图形处理器销售额增长的推动下，计算和图形部门收入为22.5亿美元，同比增长65%，环比增长7%。在锐龙台式机和笔记本处理器销售组合更加丰富的推动下，客户端处理器平均售价（ASP）同比和环比增长。这是连续第五个季度创纪录的处理器收入。</blockquote></p><p> Graphics processing unit (GPU) ASP grew year-over-year and quarter-over-quarter driven by high-end graphics product sales, including datacenter GPU sales. Operating income was $526 million, compared to $200 million a year ago and $485 million in the prior quarter. The increases were primarily driven by higher revenue.</p><p><blockquote>在包括数据中心GPU销售在内的高端图形产品销售的推动下，图形处理单元（GPU）ASP同比和环比增长。营业收入为5.26亿美元，去年同期为2亿美元，上一季度为4.85亿美元。增长主要是由收入增加推动的。</blockquote></p><p> Enterprise, embedded, and semi-custom segment revenue was $1.6 billion, up 183% year-over-year and 19% quarter-over-quarter. The increases were driven by higher Epyc processor revenue and semi-custom product sales. The semi-custom products include processors for the PlayStation 5 and Xbox Series X/S game consoles.</p><p><blockquote>企业、嵌入式和半定制部门收入为16亿美元，同比增长183%，环比增长19%。这一增长是由Epyc处理器收入和半定制产品销售的增加推动的。半定制产品包括PlayStation 5和Xbox Series X/S游戏机的处理器。</blockquote></p><p> <h4>Optimistic Revenue Outlook on Strong Demand</h4> AMD gave a bullish third-quarter sales forecast, indicating it’s gaining market share from Intel Corp. in the lucrative market for server chips.</p><p><blockquote><h4>强劲需求带来乐观的收入前景</h4>AMD给出了乐观的第三季度销售预测，表明它正在利润丰厚的服务器芯片市场上从英特尔公司手中夺取市场份额。</blockquote></p><p> AMD, the second-largest maker of computer processors behind Intel, predicted third-quarter revenue will be about $4.1 billion, plus or minus $100 million. On average, analysts had projected revenue of $3.8 billion. The company also raised its annual outlook and now expects revenue to increase by 60% up from a previous forecast for 50% growth.</p><p><blockquote>AMD是仅次于英特尔的第二大计算机处理器制造商，预计第三季度营收约为41亿美元，正负1亿美元。分析师平均预计营收为38亿美元。该公司还上调了年度预期，目前预计收入将比之前预测的50%增长增长60%。</blockquote></p><p> Chief Executive Officer Lisa Su has brought the company back from the brink of irrelevance with a raft of new products that customers see as competitive with Intel’s offerings for the first time in years. Investors have poured money into AMD’s stock over the last five years, expecting Su’s changes to result in higher market share and earnings.</p><p><blockquote>首席执行官苏姿丰凭借一系列新产品将公司从无关紧要的边缘拉了回来，客户多年来首次认为这些产品与英特尔的产品具有竞争力。过去五年，投资者纷纷向AMD股票投入资金，预计苏的变化将带来更高的市场份额和收益。</blockquote></p><p> “We are growing significantly faster than the market with strong demand across all of our businesses,” Su said in a statement.</p><p><blockquote>苏在一份声明中表示：“我们的增长速度明显快于市场，我们所有业务的需求都很强劲。”</blockquote></p><p> AMD’s earnings report Tuesday indicates the company is taking market share at Intel’s expense. Intel, the world’s largest superconductor manufacturer, reported a 6% decline in second-quarter revenue. AMD also competes with Nvidia Corp. in the market for graphics processors used in cards for gaming personal computers.</p><p><blockquote>AMD周二的收益报告表明，该公司正在以牺牲英特尔的利益为代价夺取市场份额。全球最大超导体制造商英特尔公布第二季度营收下降6%。AMD还在游戏个人电脑卡中使用的图形处理器市场上与英伟达公司竞争。</blockquote></p><p> Su said the company can continue to grow, even if PC demand falls in 2022. “We expect our competition to be really good and we need to be better than that,” Su said during a conference call after the results.</p><p><blockquote>Su表示，即使2022年PC需求下降，该公司也可以继续增长。“我们希望我们的竞争非常激烈，我们需要做得更好，”苏在结果公布后的电话会议上表示。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The rising AMD is getting aggressive<blockquote>崛起的AMD越来越咄咄逼人</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe rising AMD is getting aggressive<blockquote>崛起的AMD越来越咄咄逼人</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\">2021-08-03 18:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Advanced Micro Devices reported its revenues and earnings for the second quarter ended June 30 exceeded expectations, with revenue growing 99% to $3.85 billion.</p><p><blockquote>Advanced Micro Devices报告称，截至6月30日的第二季度收入和盈利超出预期，收入增长99%至38.5亿美元。</blockquote></p><p> Non-GAAP net income for the quarter was $778 million, or 63 cents a share, beating expectations of 54 cents a share on a non-GAAP basis. AMD said it was increasing its annual earnings forecast.</p><p><blockquote>该季度非GAAP净利润为7.78亿美元，即每股63美分，超出非GAAP每股54美分的预期。AMD表示，正在上调年度盈利预期。</blockquote></p><p> The Santa Clara, California-based company has had a good run on momentum behind its Zen and Zen 2 architectures for processors, which can generate 50% or more better performance per clock cycle than the previous generation. This architecture put AMD ahead of Intel in performance for the first time in a decade, and it has helped the perennial No. 2 PC chip maker into a fast-growing contender against Intel.</p><p><blockquote>这家总部位于加利福尼亚州圣克拉拉的公司在其Zen和Zen 2处理器架构背后取得了良好的发展势头，与上一代相比，每个时钟周期的性能可以提高50%或更多。这种架构使AMD十年来首次在性能上领先于英特尔，并帮助这家常年排名第二的PC芯片制造商成为与英特尔快速增长的竞争者。</blockquote></p><p> Intel, meanwhile, has had stumbles not only on the chip design side but also in manufacturing, where it has lost its technological advantage to rivals such as TSMC, which makes both processors and graphics chips for AMD. As a result, AMD has been making historic market share gains for the past three years. What’s interesting is AMD has been making these gains amid a historic chip shortage driven by the supply whipsaw from the pandemic and unprecedented demand for electronic goods.</p><p><blockquote>与此同时，英特尔不仅在芯片设计方面，而且在制造方面也遇到了挫折，其技术优势被台积电等竞争对手夺走，台积电为AMD生产处理器和图形芯片。因此，AMD在过去三年中取得了历史性的市场份额增长。有趣的是，AMD是在疫情造成的供应冲击和对电子产品前所未有的需求导致历史性芯片短缺的情况下取得这些收益的。</blockquote></p><p> “Our business performed exceptionally well in the second quarter as revenue and operating margin doubled and profitability more than tripled year-over-year,” AMD CEO Lisa Su said in a statement. “We are growing significantly faster than the market with strong demand across all of our businesses. We now expect our 2021 annual revenue to grow by approximately 60% year-over-year driven by strong execution and increased customer preference for our leadership products.”</p><p><blockquote>AMD首席执行官苏姿丰在一份声明中表示：“我们的业务在第二季度表现异常出色，收入和营业利润率同比翻了一番，盈利能力同比增长了两倍多。”“我们的增长速度明显快于市场，我们所有业务的需求都很强劲。我们现在预计，在强有力的执行力和客户对我们领导产品偏好增加的推动下，我们2021年收入将同比增长约60%。”</blockquote></p><p> Intel, meanwhile, is doubling down on its manufacturing investments as a way to stay competitive and take advantage of the chip boom and supply shortage.</p><p><blockquote>与此同时，英特尔正在加倍加大制造投资，以保持竞争力并利用芯片繁荣和供应短缺的机会。</blockquote></p><p> <h4>Quarterly financial segment summary</h4> Computing and graphics segment revenue was $2.25 billion, up 65% year-over-year and 7% quarter-over-quarter driven by higher client and graphics processor sales. Client processor average selling price (ASP) grew year-over-year and quarter-over-quarter driven by a richer mix of Ryzen desktop and notebook processor sales. It was the fifth straight quarter of record processor revenue.</p><p><blockquote><h4>季度财务分部摘要</h4>在客户端和图形处理器销售额增长的推动下，计算和图形部门收入为22.5亿美元，同比增长65%，环比增长7%。在锐龙台式机和笔记本处理器销售组合更加丰富的推动下，客户端处理器平均售价（ASP）同比和环比增长。这是连续第五个季度创纪录的处理器收入。</blockquote></p><p> Graphics processing unit (GPU) ASP grew year-over-year and quarter-over-quarter driven by high-end graphics product sales, including datacenter GPU sales. Operating income was $526 million, compared to $200 million a year ago and $485 million in the prior quarter. The increases were primarily driven by higher revenue.</p><p><blockquote>在包括数据中心GPU销售在内的高端图形产品销售的推动下，图形处理单元（GPU）ASP同比和环比增长。营业收入为5.26亿美元，去年同期为2亿美元，上一季度为4.85亿美元。增长主要是由收入增加推动的。</blockquote></p><p> Enterprise, embedded, and semi-custom segment revenue was $1.6 billion, up 183% year-over-year and 19% quarter-over-quarter. The increases were driven by higher Epyc processor revenue and semi-custom product sales. The semi-custom products include processors for the PlayStation 5 and Xbox Series X/S game consoles.</p><p><blockquote>企业、嵌入式和半定制部门收入为16亿美元，同比增长183%，环比增长19%。这一增长是由Epyc处理器收入和半定制产品销售的增加推动的。半定制产品包括PlayStation 5和Xbox Series X/S游戏机的处理器。</blockquote></p><p> <h4>Optimistic Revenue Outlook on Strong Demand</h4> AMD gave a bullish third-quarter sales forecast, indicating it’s gaining market share from Intel Corp. in the lucrative market for server chips.</p><p><blockquote><h4>强劲需求带来乐观的收入前景</h4>AMD给出了乐观的第三季度销售预测，表明它正在利润丰厚的服务器芯片市场上从英特尔公司手中夺取市场份额。</blockquote></p><p> AMD, the second-largest maker of computer processors behind Intel, predicted third-quarter revenue will be about $4.1 billion, plus or minus $100 million. On average, analysts had projected revenue of $3.8 billion. The company also raised its annual outlook and now expects revenue to increase by 60% up from a previous forecast for 50% growth.</p><p><blockquote>AMD是仅次于英特尔的第二大计算机处理器制造商，预计第三季度营收约为41亿美元，正负1亿美元。分析师平均预计营收为38亿美元。该公司还上调了年度预期，目前预计收入将比之前预测的50%增长增长60%。</blockquote></p><p> Chief Executive Officer Lisa Su has brought the company back from the brink of irrelevance with a raft of new products that customers see as competitive with Intel’s offerings for the first time in years. Investors have poured money into AMD’s stock over the last five years, expecting Su’s changes to result in higher market share and earnings.</p><p><blockquote>首席执行官苏姿丰凭借一系列新产品将公司从无关紧要的边缘拉了回来，客户多年来首次认为这些产品与英特尔的产品具有竞争力。过去五年，投资者纷纷向AMD股票投入资金，预计苏的变化将带来更高的市场份额和收益。</blockquote></p><p> “We are growing significantly faster than the market with strong demand across all of our businesses,” Su said in a statement.</p><p><blockquote>苏在一份声明中表示：“我们的增长速度明显快于市场，我们所有业务的需求都很强劲。”</blockquote></p><p> AMD’s earnings report Tuesday indicates the company is taking market share at Intel’s expense. Intel, the world’s largest superconductor manufacturer, reported a 6% decline in second-quarter revenue. AMD also competes with Nvidia Corp. in the market for graphics processors used in cards for gaming personal computers.</p><p><blockquote>AMD周二的收益报告表明，该公司正在以牺牲英特尔的利益为代价夺取市场份额。全球最大超导体制造商英特尔公布第二季度营收下降6%。AMD还在游戏个人电脑卡中使用的图形处理器市场上与英伟达公司竞争。</blockquote></p><p> Su said the company can continue to grow, even if PC demand falls in 2022. “We expect our competition to be really good and we need to be better than that,” Su said during a conference call after the results.</p><p><blockquote>Su表示，即使2022年PC需求下降，该公司也可以继续增长。“我们希望我们的竞争非常激烈，我们需要做得更好，”苏在结果公布后的电话会议上表示。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109177267","content_text":"Advanced Micro Devices reported its revenues and earnings for the second quarter ended June 30 exceeded expectations, with revenue growing 99% to $3.85 billion.\nNon-GAAP net income for the quarter was $778 million, or 63 cents a share, beating expectations of 54 cents a share on a non-GAAP basis. AMD said it was increasing its annual earnings forecast.\nThe Santa Clara, California-based company has had a good run on momentum behind its Zen and Zen 2 architectures for processors, which can generate 50% or more better performance per clock cycle than the previous generation. This architecture put AMD ahead of Intel in performance for the first time in a decade, and it has helped the perennial No. 2 PC chip maker into a fast-growing contender against Intel.\nIntel, meanwhile, has had stumbles not only on the chip design side but also in manufacturing, where it has lost its technological advantage to rivals such as TSMC, which makes both processors and graphics chips for AMD. As a result, AMD has been making historic market share gains for the past three years. What’s interesting is AMD has been making these gains amid a historic chip shortage driven by the supply whipsaw from the pandemic and unprecedented demand for electronic goods.\n“Our business performed exceptionally well in the second quarter as revenue and operating margin doubled and profitability more than tripled year-over-year,” AMD CEO Lisa Su said in a statement. “We are growing significantly faster than the market with strong demand across all of our businesses. We now expect our 2021 annual revenue to grow by approximately 60% year-over-year driven by strong execution and increased customer preference for our leadership products.”\nIntel, meanwhile, is doubling down on its manufacturing investments as a way to stay competitive and take advantage of the chip boom and supply shortage.\nQuarterly financial segment summary\nComputing and graphics segment revenue was $2.25 billion, up 65% year-over-year and 7% quarter-over-quarter driven by higher client and graphics processor sales. Client processor average selling price (ASP) grew year-over-year and quarter-over-quarter driven by a richer mix of Ryzen desktop and notebook processor sales. It was the fifth straight quarter of record processor revenue.\nGraphics processing unit (GPU) ASP grew year-over-year and quarter-over-quarter driven by high-end graphics product sales, including datacenter GPU sales. Operating income was $526 million, compared to $200 million a year ago and $485 million in the prior quarter. The increases were primarily driven by higher revenue.\nEnterprise, embedded, and semi-custom segment revenue was $1.6 billion, up 183% year-over-year and 19% quarter-over-quarter. The increases were driven by higher Epyc processor revenue and semi-custom product sales. The semi-custom products include processors for the PlayStation 5 and Xbox Series X/S game consoles.\nOptimistic Revenue Outlook on Strong Demand\nAMD gave a bullish third-quarter sales forecast, indicating it’s gaining market share from Intel Corp. in the lucrative market for server chips.\nAMD, the second-largest maker of computer processors behind Intel, predicted third-quarter revenue will be about $4.1 billion, plus or minus $100 million. On average, analysts had projected revenue of $3.8 billion. The company also raised its annual outlook and now expects revenue to increase by 60% up from a previous forecast for 50% growth.\nChief Executive Officer Lisa Su has brought the company back from the brink of irrelevance with a raft of new products that customers see as competitive with Intel’s offerings for the first time in years. Investors have poured money into AMD’s stock over the last five years, expecting Su’s changes to result in higher market share and earnings.\n“We are growing significantly faster than the market with strong demand across all of our businesses,” Su said in a statement.\nAMD’s earnings report Tuesday indicates the company is taking market share at Intel’s expense. Intel, the world’s largest superconductor manufacturer, reported a 6% decline in second-quarter revenue. AMD also competes with Nvidia Corp. in the market for graphics processors used in cards for gaming personal computers.\nSu said the company can continue to grow, even if PC demand falls in 2022. “We expect our competition to be really good and we need to be better than that,” Su said during a conference call after the results.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":2752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804951238,"gmtCreate":1627917560124,"gmtModify":1631885283284,"author":{"id":"3583291700458745","authorId":"3583291700458745","name":"emmajojo","avatar":"https://static.tigerbbs.com/039493cd6325cbca870ec5d73103fd5a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583291700458745","idStr":"3583291700458745"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>come on let's fly! 🚀","listText":"<a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>come on let's fly! 🚀","text":"$Taiwan Semiconductor Manufacturing(TSM)$come on let's fly! 🚀","images":[{"img":"https://static.tigerbbs.com/3c2763bea257bb4a2d184eafcdb6f878","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/804951238","isVote":1,"tweetType":1,"viewCount":1721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":807081959,"gmtCreate":1627988923371,"gmtModify":1633754627117,"author":{"id":"3583291700458745","authorId":"3583291700458745","name":"emmajojo","avatar":"https://static.tigerbbs.com/039493cd6325cbca870ec5d73103fd5a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583291700458745","idStr":"3583291700458745"},"themes":[],"htmlText":"Rise and shine please go steady.","listText":"Rise and shine please go steady.","text":"Rise and shine please go steady.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807081959","repostId":"1109177267","repostType":4,"repost":{"id":"1109177267","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":1627987064,"share":"https://www.laohu8.com/m/news/1109177267?lang=zh_CN&edition=full","pubTime":"2021-08-03 18:37","market":"us","language":"en","title":"The rising AMD is getting aggressive<blockquote>崛起的AMD越来越咄咄逼人</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109177267","media":"Tiger Newspress","summary":"Advanced Micro Devices reported its revenues and earnings for the second quarter ended June 30 excee","content":"<p>Advanced Micro Devices reported its revenues and earnings for the second quarter ended June 30 exceeded expectations, with revenue growing 99% to $3.85 billion.</p><p><blockquote>Advanced Micro Devices报告称，截至6月30日的第二季度收入和盈利超出预期，收入增长99%至38.5亿美元。</blockquote></p><p> Non-GAAP net income for the quarter was $778 million, or 63 cents a share, beating expectations of 54 cents a share on a non-GAAP basis. AMD said it was increasing its annual earnings forecast.</p><p><blockquote>该季度非GAAP净利润为7.78亿美元，即每股63美分，超出非GAAP每股54美分的预期。AMD表示，正在上调年度盈利预期。</blockquote></p><p> The Santa Clara, California-based company has had a good run on momentum behind its Zen and Zen 2 architectures for processors, which can generate 50% or more better performance per clock cycle than the previous generation. This architecture put AMD ahead of Intel in performance for the first time in a decade, and it has helped the perennial No. 2 PC chip maker into a fast-growing contender against Intel.</p><p><blockquote>这家总部位于加利福尼亚州圣克拉拉的公司在其Zen和Zen 2处理器架构背后取得了良好的发展势头，与上一代相比，每个时钟周期的性能可以提高50%或更多。这种架构使AMD十年来首次在性能上领先于英特尔，并帮助这家常年排名第二的PC芯片制造商成为与英特尔快速增长的竞争者。</blockquote></p><p> Intel, meanwhile, has had stumbles not only on the chip design side but also in manufacturing, where it has lost its technological advantage to rivals such as TSMC, which makes both processors and graphics chips for AMD. As a result, AMD has been making historic market share gains for the past three years. What’s interesting is AMD has been making these gains amid a historic chip shortage driven by the supply whipsaw from the pandemic and unprecedented demand for electronic goods.</p><p><blockquote>与此同时，英特尔不仅在芯片设计方面，而且在制造方面也遇到了挫折，其技术优势被台积电等竞争对手夺走，台积电为AMD生产处理器和图形芯片。因此，AMD在过去三年中取得了历史性的市场份额增长。有趣的是，AMD是在疫情造成的供应冲击和对电子产品前所未有的需求导致历史性芯片短缺的情况下取得这些收益的。</blockquote></p><p> “Our business performed exceptionally well in the second quarter as revenue and operating margin doubled and profitability more than tripled year-over-year,” AMD CEO Lisa Su said in a statement. “We are growing significantly faster than the market with strong demand across all of our businesses. We now expect our 2021 annual revenue to grow by approximately 60% year-over-year driven by strong execution and increased customer preference for our leadership products.”</p><p><blockquote>AMD首席执行官苏姿丰在一份声明中表示：“我们的业务在第二季度表现异常出色，收入和营业利润率同比翻了一番，盈利能力同比增长了两倍多。”“我们的增长速度明显快于市场，我们所有业务的需求都很强劲。我们现在预计，在强有力的执行力和客户对我们领导产品偏好增加的推动下，我们2021年收入将同比增长约60%。”</blockquote></p><p> Intel, meanwhile, is doubling down on its manufacturing investments as a way to stay competitive and take advantage of the chip boom and supply shortage.</p><p><blockquote>与此同时，英特尔正在加倍加大制造投资，以保持竞争力并利用芯片繁荣和供应短缺的机会。</blockquote></p><p> <h4>Quarterly financial segment summary</h4> Computing and graphics segment revenue was $2.25 billion, up 65% year-over-year and 7% quarter-over-quarter driven by higher client and graphics processor sales. Client processor average selling price (ASP) grew year-over-year and quarter-over-quarter driven by a richer mix of Ryzen desktop and notebook processor sales. It was the fifth straight quarter of record processor revenue.</p><p><blockquote><h4>季度财务分部摘要</h4>在客户端和图形处理器销售额增长的推动下，计算和图形部门收入为22.5亿美元，同比增长65%，环比增长7%。在锐龙台式机和笔记本处理器销售组合更加丰富的推动下，客户端处理器平均售价（ASP）同比和环比增长。这是连续第五个季度创纪录的处理器收入。</blockquote></p><p> Graphics processing unit (GPU) ASP grew year-over-year and quarter-over-quarter driven by high-end graphics product sales, including datacenter GPU sales. Operating income was $526 million, compared to $200 million a year ago and $485 million in the prior quarter. The increases were primarily driven by higher revenue.</p><p><blockquote>在包括数据中心GPU销售在内的高端图形产品销售的推动下，图形处理单元（GPU）ASP同比和环比增长。营业收入为5.26亿美元，去年同期为2亿美元，上一季度为4.85亿美元。增长主要是由收入增加推动的。</blockquote></p><p> Enterprise, embedded, and semi-custom segment revenue was $1.6 billion, up 183% year-over-year and 19% quarter-over-quarter. The increases were driven by higher Epyc processor revenue and semi-custom product sales. The semi-custom products include processors for the PlayStation 5 and Xbox Series X/S game consoles.</p><p><blockquote>企业、嵌入式和半定制部门收入为16亿美元，同比增长183%，环比增长19%。这一增长是由Epyc处理器收入和半定制产品销售的增加推动的。半定制产品包括PlayStation 5和Xbox Series X/S游戏机的处理器。</blockquote></p><p> <h4>Optimistic Revenue Outlook on Strong Demand</h4> AMD gave a bullish third-quarter sales forecast, indicating it’s gaining market share from Intel Corp. in the lucrative market for server chips.</p><p><blockquote><h4>强劲需求带来乐观的收入前景</h4>AMD给出了乐观的第三季度销售预测，表明它正在利润丰厚的服务器芯片市场上从英特尔公司手中夺取市场份额。</blockquote></p><p> AMD, the second-largest maker of computer processors behind Intel, predicted third-quarter revenue will be about $4.1 billion, plus or minus $100 million. On average, analysts had projected revenue of $3.8 billion. The company also raised its annual outlook and now expects revenue to increase by 60% up from a previous forecast for 50% growth.</p><p><blockquote>AMD是仅次于英特尔的第二大计算机处理器制造商，预计第三季度营收约为41亿美元，正负1亿美元。分析师平均预计营收为38亿美元。该公司还上调了年度预期，目前预计收入将比之前预测的50%增长增长60%。</blockquote></p><p> Chief Executive Officer Lisa Su has brought the company back from the brink of irrelevance with a raft of new products that customers see as competitive with Intel’s offerings for the first time in years. Investors have poured money into AMD’s stock over the last five years, expecting Su’s changes to result in higher market share and earnings.</p><p><blockquote>首席执行官苏姿丰凭借一系列新产品将公司从无关紧要的边缘拉了回来，客户多年来首次认为这些产品与英特尔的产品具有竞争力。过去五年，投资者纷纷向AMD股票投入资金，预计苏的变化将带来更高的市场份额和收益。</blockquote></p><p> “We are growing significantly faster than the market with strong demand across all of our businesses,” Su said in a statement.</p><p><blockquote>苏在一份声明中表示：“我们的增长速度明显快于市场，我们所有业务的需求都很强劲。”</blockquote></p><p> AMD’s earnings report Tuesday indicates the company is taking market share at Intel’s expense. Intel, the world’s largest superconductor manufacturer, reported a 6% decline in second-quarter revenue. AMD also competes with Nvidia Corp. in the market for graphics processors used in cards for gaming personal computers.</p><p><blockquote>AMD周二的收益报告表明，该公司正在以牺牲英特尔的利益为代价夺取市场份额。全球最大超导体制造商英特尔公布第二季度营收下降6%。AMD还在游戏个人电脑卡中使用的图形处理器市场上与英伟达公司竞争。</blockquote></p><p> Su said the company can continue to grow, even if PC demand falls in 2022. “We expect our competition to be really good and we need to be better than that,” Su said during a conference call after the results.</p><p><blockquote>Su表示，即使2022年PC需求下降，该公司也可以继续增长。“我们希望我们的竞争非常激烈，我们需要做得更好，”苏在结果公布后的电话会议上表示。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The rising AMD is getting aggressive<blockquote>崛起的AMD越来越咄咄逼人</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe rising AMD is getting aggressive<blockquote>崛起的AMD越来越咄咄逼人</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\">2021-08-03 18:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Advanced Micro Devices reported its revenues and earnings for the second quarter ended June 30 exceeded expectations, with revenue growing 99% to $3.85 billion.</p><p><blockquote>Advanced Micro Devices报告称，截至6月30日的第二季度收入和盈利超出预期，收入增长99%至38.5亿美元。</blockquote></p><p> Non-GAAP net income for the quarter was $778 million, or 63 cents a share, beating expectations of 54 cents a share on a non-GAAP basis. AMD said it was increasing its annual earnings forecast.</p><p><blockquote>该季度非GAAP净利润为7.78亿美元，即每股63美分，超出非GAAP每股54美分的预期。AMD表示，正在上调年度盈利预期。</blockquote></p><p> The Santa Clara, California-based company has had a good run on momentum behind its Zen and Zen 2 architectures for processors, which can generate 50% or more better performance per clock cycle than the previous generation. This architecture put AMD ahead of Intel in performance for the first time in a decade, and it has helped the perennial No. 2 PC chip maker into a fast-growing contender against Intel.</p><p><blockquote>这家总部位于加利福尼亚州圣克拉拉的公司在其Zen和Zen 2处理器架构背后取得了良好的发展势头，与上一代相比，每个时钟周期的性能可以提高50%或更多。这种架构使AMD十年来首次在性能上领先于英特尔，并帮助这家常年排名第二的PC芯片制造商成为与英特尔快速增长的竞争者。</blockquote></p><p> Intel, meanwhile, has had stumbles not only on the chip design side but also in manufacturing, where it has lost its technological advantage to rivals such as TSMC, which makes both processors and graphics chips for AMD. As a result, AMD has been making historic market share gains for the past three years. What’s interesting is AMD has been making these gains amid a historic chip shortage driven by the supply whipsaw from the pandemic and unprecedented demand for electronic goods.</p><p><blockquote>与此同时，英特尔不仅在芯片设计方面，而且在制造方面也遇到了挫折，其技术优势被台积电等竞争对手夺走，台积电为AMD生产处理器和图形芯片。因此，AMD在过去三年中取得了历史性的市场份额增长。有趣的是，AMD是在疫情造成的供应冲击和对电子产品前所未有的需求导致历史性芯片短缺的情况下取得这些收益的。</blockquote></p><p> “Our business performed exceptionally well in the second quarter as revenue and operating margin doubled and profitability more than tripled year-over-year,” AMD CEO Lisa Su said in a statement. “We are growing significantly faster than the market with strong demand across all of our businesses. We now expect our 2021 annual revenue to grow by approximately 60% year-over-year driven by strong execution and increased customer preference for our leadership products.”</p><p><blockquote>AMD首席执行官苏姿丰在一份声明中表示：“我们的业务在第二季度表现异常出色，收入和营业利润率同比翻了一番，盈利能力同比增长了两倍多。”“我们的增长速度明显快于市场，我们所有业务的需求都很强劲。我们现在预计，在强有力的执行力和客户对我们领导产品偏好增加的推动下，我们2021年收入将同比增长约60%。”</blockquote></p><p> Intel, meanwhile, is doubling down on its manufacturing investments as a way to stay competitive and take advantage of the chip boom and supply shortage.</p><p><blockquote>与此同时，英特尔正在加倍加大制造投资，以保持竞争力并利用芯片繁荣和供应短缺的机会。</blockquote></p><p> <h4>Quarterly financial segment summary</h4> Computing and graphics segment revenue was $2.25 billion, up 65% year-over-year and 7% quarter-over-quarter driven by higher client and graphics processor sales. Client processor average selling price (ASP) grew year-over-year and quarter-over-quarter driven by a richer mix of Ryzen desktop and notebook processor sales. It was the fifth straight quarter of record processor revenue.</p><p><blockquote><h4>季度财务分部摘要</h4>在客户端和图形处理器销售额增长的推动下，计算和图形部门收入为22.5亿美元，同比增长65%，环比增长7%。在锐龙台式机和笔记本处理器销售组合更加丰富的推动下，客户端处理器平均售价（ASP）同比和环比增长。这是连续第五个季度创纪录的处理器收入。</blockquote></p><p> Graphics processing unit (GPU) ASP grew year-over-year and quarter-over-quarter driven by high-end graphics product sales, including datacenter GPU sales. Operating income was $526 million, compared to $200 million a year ago and $485 million in the prior quarter. The increases were primarily driven by higher revenue.</p><p><blockquote>在包括数据中心GPU销售在内的高端图形产品销售的推动下，图形处理单元（GPU）ASP同比和环比增长。营业收入为5.26亿美元，去年同期为2亿美元，上一季度为4.85亿美元。增长主要是由收入增加推动的。</blockquote></p><p> Enterprise, embedded, and semi-custom segment revenue was $1.6 billion, up 183% year-over-year and 19% quarter-over-quarter. The increases were driven by higher Epyc processor revenue and semi-custom product sales. The semi-custom products include processors for the PlayStation 5 and Xbox Series X/S game consoles.</p><p><blockquote>企业、嵌入式和半定制部门收入为16亿美元，同比增长183%，环比增长19%。这一增长是由Epyc处理器收入和半定制产品销售的增加推动的。半定制产品包括PlayStation 5和Xbox Series X/S游戏机的处理器。</blockquote></p><p> <h4>Optimistic Revenue Outlook on Strong Demand</h4> AMD gave a bullish third-quarter sales forecast, indicating it’s gaining market share from Intel Corp. in the lucrative market for server chips.</p><p><blockquote><h4>强劲需求带来乐观的收入前景</h4>AMD给出了乐观的第三季度销售预测，表明它正在利润丰厚的服务器芯片市场上从英特尔公司手中夺取市场份额。</blockquote></p><p> AMD, the second-largest maker of computer processors behind Intel, predicted third-quarter revenue will be about $4.1 billion, plus or minus $100 million. On average, analysts had projected revenue of $3.8 billion. The company also raised its annual outlook and now expects revenue to increase by 60% up from a previous forecast for 50% growth.</p><p><blockquote>AMD是仅次于英特尔的第二大计算机处理器制造商，预计第三季度营收约为41亿美元，正负1亿美元。分析师平均预计营收为38亿美元。该公司还上调了年度预期，目前预计收入将比之前预测的50%增长增长60%。</blockquote></p><p> Chief Executive Officer Lisa Su has brought the company back from the brink of irrelevance with a raft of new products that customers see as competitive with Intel’s offerings for the first time in years. Investors have poured money into AMD’s stock over the last five years, expecting Su’s changes to result in higher market share and earnings.</p><p><blockquote>首席执行官苏姿丰凭借一系列新产品将公司从无关紧要的边缘拉了回来，客户多年来首次认为这些产品与英特尔的产品具有竞争力。过去五年，投资者纷纷向AMD股票投入资金，预计苏的变化将带来更高的市场份额和收益。</blockquote></p><p> “We are growing significantly faster than the market with strong demand across all of our businesses,” Su said in a statement.</p><p><blockquote>苏在一份声明中表示：“我们的增长速度明显快于市场，我们所有业务的需求都很强劲。”</blockquote></p><p> AMD’s earnings report Tuesday indicates the company is taking market share at Intel’s expense. Intel, the world’s largest superconductor manufacturer, reported a 6% decline in second-quarter revenue. AMD also competes with Nvidia Corp. in the market for graphics processors used in cards for gaming personal computers.</p><p><blockquote>AMD周二的收益报告表明，该公司正在以牺牲英特尔的利益为代价夺取市场份额。全球最大超导体制造商英特尔公布第二季度营收下降6%。AMD还在游戏个人电脑卡中使用的图形处理器市场上与英伟达公司竞争。</blockquote></p><p> Su said the company can continue to grow, even if PC demand falls in 2022. “We expect our competition to be really good and we need to be better than that,” Su said during a conference call after the results.</p><p><blockquote>Su表示，即使2022年PC需求下降，该公司也可以继续增长。“我们希望我们的竞争非常激烈，我们需要做得更好，”苏在结果公布后的电话会议上表示。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109177267","content_text":"Advanced Micro Devices reported its revenues and earnings for the second quarter ended June 30 exceeded expectations, with revenue growing 99% to $3.85 billion.\nNon-GAAP net income for the quarter was $778 million, or 63 cents a share, beating expectations of 54 cents a share on a non-GAAP basis. AMD said it was increasing its annual earnings forecast.\nThe Santa Clara, California-based company has had a good run on momentum behind its Zen and Zen 2 architectures for processors, which can generate 50% or more better performance per clock cycle than the previous generation. This architecture put AMD ahead of Intel in performance for the first time in a decade, and it has helped the perennial No. 2 PC chip maker into a fast-growing contender against Intel.\nIntel, meanwhile, has had stumbles not only on the chip design side but also in manufacturing, where it has lost its technological advantage to rivals such as TSMC, which makes both processors and graphics chips for AMD. As a result, AMD has been making historic market share gains for the past three years. What’s interesting is AMD has been making these gains amid a historic chip shortage driven by the supply whipsaw from the pandemic and unprecedented demand for electronic goods.\n“Our business performed exceptionally well in the second quarter as revenue and operating margin doubled and profitability more than tripled year-over-year,” AMD CEO Lisa Su said in a statement. “We are growing significantly faster than the market with strong demand across all of our businesses. We now expect our 2021 annual revenue to grow by approximately 60% year-over-year driven by strong execution and increased customer preference for our leadership products.”\nIntel, meanwhile, is doubling down on its manufacturing investments as a way to stay competitive and take advantage of the chip boom and supply shortage.\nQuarterly financial segment summary\nComputing and graphics segment revenue was $2.25 billion, up 65% year-over-year and 7% quarter-over-quarter driven by higher client and graphics processor sales. Client processor average selling price (ASP) grew year-over-year and quarter-over-quarter driven by a richer mix of Ryzen desktop and notebook processor sales. It was the fifth straight quarter of record processor revenue.\nGraphics processing unit (GPU) ASP grew year-over-year and quarter-over-quarter driven by high-end graphics product sales, including datacenter GPU sales. Operating income was $526 million, compared to $200 million a year ago and $485 million in the prior quarter. The increases were primarily driven by higher revenue.\nEnterprise, embedded, and semi-custom segment revenue was $1.6 billion, up 183% year-over-year and 19% quarter-over-quarter. The increases were driven by higher Epyc processor revenue and semi-custom product sales. The semi-custom products include processors for the PlayStation 5 and Xbox Series X/S game consoles.\nOptimistic Revenue Outlook on Strong Demand\nAMD gave a bullish third-quarter sales forecast, indicating it’s gaining market share from Intel Corp. in the lucrative market for server chips.\nAMD, the second-largest maker of computer processors behind Intel, predicted third-quarter revenue will be about $4.1 billion, plus or minus $100 million. On average, analysts had projected revenue of $3.8 billion. The company also raised its annual outlook and now expects revenue to increase by 60% up from a previous forecast for 50% growth.\nChief Executive Officer Lisa Su has brought the company back from the brink of irrelevance with a raft of new products that customers see as competitive with Intel’s offerings for the first time in years. Investors have poured money into AMD’s stock over the last five years, expecting Su’s changes to result in higher market share and earnings.\n“We are growing significantly faster than the market with strong demand across all of our businesses,” Su said in a statement.\nAMD’s earnings report Tuesday indicates the company is taking market share at Intel’s expense. Intel, the world’s largest superconductor manufacturer, reported a 6% decline in second-quarter revenue. AMD also competes with Nvidia Corp. in the market for graphics processors used in cards for gaming personal computers.\nSu said the company can continue to grow, even if PC demand falls in 2022. “We expect our competition to be really good and we need to be better than that,” Su said during a conference call after the results.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":2529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804924255,"gmtCreate":1627917354577,"gmtModify":1633755265908,"author":{"id":"3583291700458745","authorId":"3583291700458745","name":"emmajojo","avatar":"https://static.tigerbbs.com/039493cd6325cbca870ec5d73103fd5a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583291700458745","idStr":"3583291700458745"},"themes":[],"htmlText":"Im late for tsla","listText":"Im late for tsla","text":"Im late for tsla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804924255","repostId":"1146501234","repostType":4,"repost":{"id":"1146501234","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":1627911092,"share":"https://www.laohu8.com/m/news/1146501234?lang=zh_CN&edition=full","pubTime":"2021-08-02 21:31","market":"us","language":"en","title":"Stocks open higher to kick off August on positive note<blockquote>股市高开，以积极的基调开启八月</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1146501234","media":"Tiger Newspress","summary":"(August 2) Stocks open higher to kick off August on positive note.\nThe Dow Jones Industrial Average ","content":"<p>(August 2)&nbsp;Stocks open higher to kick off August on positive note.</p><p><blockquote>（8月2日）股市高开，以积极的基调开启8月。</blockquote></p><p> The Dow Jones Industrial Average rose 179 points, or about 0.5%. S&amp;P 500 gained 0.6% and <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite added 0.5%. The S&amp;P 500 and the Dow sit less than 1% from new all-time highs.</p><p><blockquote>道琼斯工业平均指数上涨179点，涨幅约0.5%。标普500上涨0.6%<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>复合材料增加了0.5%。标普500和道琼斯指数距离历史新高不到1%。</blockquote></p><p> Stocks continued to shake off concerns about the delta variant of Covid, and stocks that would benefit the most from a continued economic recovery led the gains in premarket trading Monday.</p><p><blockquote>股市继续摆脱对新冠疫情德尔塔变异毒株的担忧，从经济持续复苏中受益最多的股票在周一盘前交易中领涨。</blockquote></p><p> EV&nbsp;stocks&nbsp;rose&nbsp;in&nbsp;morning&nbsp;trading.&nbsp;<a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a> stock swings to a gain of 2.37% toward 4th-straight gain after July deliveries data.</p><p><blockquote>电动汽车股早盘上涨。<a href=\"https://laohu8.com/S/NIO\">蔚来</a>7月份交付数据公布后，股价上涨2.37%，连续第四次上涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9b07d02e81b388039bda713efd01303f\" tg-width=\"311\" tg-height=\"157\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Among individual stocks, Square gained about&nbsp;7%. The payments company agreed to buy Australia’s Afterpay—which allows users to pay for goods in interest-free installments—in an all-stockdeal valued at around $29 billion.</p><p><blockquote>个股中，Square涨约7%。这家支付公司同意以价值约290亿美元的全股票交易收购澳大利亚的Afterpay，该公司允许用户以无息分期付款的方式支付商品费用。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/32530bdd06153792ae5e34fcc36920b4\" tg-width=\"725\" tg-height=\"633\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Shares of Carnival Corp. were up 2.52% in early trading. Major banks including Morgan Stanley and Bank of America were higher. Airline shares were mostly higher.</p><p><blockquote>嘉年华公司股价早盘上涨2.52%。摩根士丹利和美国银行等主要银行走高。航空公司股价大多走高。</blockquote></p><p> “We believe the reopening and recovery trend is on track and continue to see upside for equities,” wrote Mark Haefele, chief investment officer of global wealth management at UBS. “We expect the S&amp;P 500 to climb to around 4,650 by June next year, versus 4,395 at present. But we see the greatest upside for cyclical parts of the market, including energy, financials, and Japanese stocks.”</p><p><blockquote>瑞银全球财富管理首席投资官马克·海菲尔写道：“我们相信重新开放和复苏趋势已步入正轨，股市将继续上涨。”“我们预计，到明年6月，标普500将攀升至4,650点左右，而目前为4,395点。但我们认为市场周期性部分的上涨空间最大，包括能源、金融和日本股市。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9d1f8013a64fda7879ad10c4e7559aec\" tg-width=\"313\" tg-height=\"363\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks open higher to kick off August on positive note<blockquote>股市高开，以积极的基调开启八月</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStocks open higher to kick off August on positive note<blockquote>股市高开，以积极的基调开启八月</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\">2021-08-02 21:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(August 2)&nbsp;Stocks open higher to kick off August on positive note.</p><p><blockquote>（8月2日）股市高开，以积极的基调开启8月。</blockquote></p><p> The Dow Jones Industrial Average rose 179 points, or about 0.5%. S&amp;P 500 gained 0.6% and <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite added 0.5%. The S&amp;P 500 and the Dow sit less than 1% from new all-time highs.</p><p><blockquote>道琼斯工业平均指数上涨179点，涨幅约0.5%。标普500上涨0.6%<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>复合材料增加了0.5%。标普500和道琼斯指数距离历史新高不到1%。</blockquote></p><p> Stocks continued to shake off concerns about the delta variant of Covid, and stocks that would benefit the most from a continued economic recovery led the gains in premarket trading Monday.</p><p><blockquote>股市继续摆脱对新冠疫情德尔塔变异毒株的担忧，从经济持续复苏中受益最多的股票在周一盘前交易中领涨。</blockquote></p><p> EV&nbsp;stocks&nbsp;rose&nbsp;in&nbsp;morning&nbsp;trading.&nbsp;<a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a> stock swings to a gain of 2.37% toward 4th-straight gain after July deliveries data.</p><p><blockquote>电动汽车股早盘上涨。<a href=\"https://laohu8.com/S/NIO\">蔚来</a>7月份交付数据公布后，股价上涨2.37%，连续第四次上涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9b07d02e81b388039bda713efd01303f\" tg-width=\"311\" tg-height=\"157\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Among individual stocks, Square gained about&nbsp;7%. The payments company agreed to buy Australia’s Afterpay—which allows users to pay for goods in interest-free installments—in an all-stockdeal valued at around $29 billion.</p><p><blockquote>个股中，Square涨约7%。这家支付公司同意以价值约290亿美元的全股票交易收购澳大利亚的Afterpay，该公司允许用户以无息分期付款的方式支付商品费用。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/32530bdd06153792ae5e34fcc36920b4\" tg-width=\"725\" tg-height=\"633\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Shares of Carnival Corp. were up 2.52% in early trading. Major banks including Morgan Stanley and Bank of America were higher. Airline shares were mostly higher.</p><p><blockquote>嘉年华公司股价早盘上涨2.52%。摩根士丹利和美国银行等主要银行走高。航空公司股价大多走高。</blockquote></p><p> “We believe the reopening and recovery trend is on track and continue to see upside for equities,” wrote Mark Haefele, chief investment officer of global wealth management at UBS. “We expect the S&amp;P 500 to climb to around 4,650 by June next year, versus 4,395 at present. But we see the greatest upside for cyclical parts of the market, including energy, financials, and Japanese stocks.”</p><p><blockquote>瑞银全球财富管理首席投资官马克·海菲尔写道：“我们相信重新开放和复苏趋势已步入正轨，股市将继续上涨。”“我们预计，到明年6月，标普500将攀升至4,650点左右，而目前为4,395点。但我们认为市场周期性部分的上涨空间最大，包括能源、金融和日本股市。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9d1f8013a64fda7879ad10c4e7559aec\" tg-width=\"313\" tg-height=\"363\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146501234","content_text":"(August 2) Stocks open higher to kick off August on positive note.\nThe Dow Jones Industrial Average rose 179 points, or about 0.5%. S&P 500 gained 0.6% and Nasdaq Composite added 0.5%. The S&P 500 and the Dow sit less than 1% from new all-time highs.\nStocks continued to shake off concerns about the delta variant of Covid, and stocks that would benefit the most from a continued economic recovery led the gains in premarket trading Monday.\nEV stocks rose in morning trading. NIO Inc. stock swings to a gain of 2.37% toward 4th-straight gain after July deliveries data.\n\nAmong individual stocks, Square gained about 7%. The payments company agreed to buy Australia’s Afterpay—which allows users to pay for goods in interest-free installments—in an all-stockdeal valued at around $29 billion.\n\nShares of Carnival Corp. were up 2.52% in early trading. Major banks including Morgan Stanley and Bank of America were higher. Airline shares were mostly higher.\n“We believe the reopening and recovery trend is on track and continue to see upside for equities,” wrote Mark Haefele, chief investment officer of global wealth management at UBS. “We expect the S&P 500 to climb to around 4,650 by June next year, versus 4,395 at present. But we see the greatest upside for cyclical parts of the market, including energy, financials, and Japanese stocks.”","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":1646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804927425,"gmtCreate":1627917391967,"gmtModify":1631884337692,"author":{"id":"3583291700458745","authorId":"3583291700458745","name":"emmajojo","avatar":"https://static.tigerbbs.com/039493cd6325cbca870ec5d73103fd5a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583291700458745","idStr":"3583291700458745"},"themes":[],"htmlText":"Etsy go&nbsp;","listText":"Etsy go&nbsp;","text":"Etsy go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804927425","repostId":"2156161791","repostType":4,"isVote":1,"tweetType":1,"viewCount":1556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807907528,"gmtCreate":1627994107564,"gmtModify":1633754578332,"author":{"id":"3583291700458745","authorId":"3583291700458745","name":"emmajojo","avatar":"https://static.tigerbbs.com/039493cd6325cbca870ec5d73103fd5a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583291700458745","idStr":"3583291700458745"},"themes":[],"htmlText":"Oh no. Really?!","listText":"Oh no. Really?!","text":"Oh no. Really?!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807907528","repostId":"1104668581","repostType":4,"repost":{"id":"1104668581","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627977934,"share":"https://www.laohu8.com/m/news/1104668581?lang=zh_CN&edition=full","pubTime":"2021-08-03 16:05","market":"us","language":"en","title":"Apple Will Have To Face Patent Infringement Lawsuit Over Apple Watch Heart Rate Sensor, Rules Court<blockquote>法院裁定，苹果将面临苹果手表心率传感器专利侵权诉讼</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1104668581","media":"Benzinga","summary":"Apple Inc. will have to face a patent infringement lawsuit over the heart rate sensor technology in ","content":"<p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc.</b>&nbsp;will have to face a patent infringement lawsuit over the heart rate sensor technology in the <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Watch, AppleInsiderreportedMonday, citing a ruling by the U.S. Court of Appeals for the Federal Circuit.</p><p><blockquote><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司。</b>将不得不面临针对心率传感器技术的专利侵权诉讼<a href=\"https://laohu8.com/S/AAPL\">苹果</a>AppleInsider周一援引美国联邦巡回上诉法院的一项裁决报道。</blockquote></p><p> <b>What Happened</b>: The original lawsuit - filed by&nbsp;<b>Omni MedSci Inc.</b>&nbsp;in 2018 - had alleged that Apple Watch’s heart rate measurement technology infringed on multiple patents owned by the company, as per the report.</p><p><blockquote><b>发生了什么</b>：原诉讼-由<b>Omni MedSci公司。</b>据报道，2018年——指控苹果手表的心率测量技术侵犯了该公司拥有的多项专利。</blockquote></p><p> Apple’s move to get the lawsuit dismissed was denied by a U.S. District Court. The case was brought to the Federal Circuit after the<b>Tim Cook</b>-led company appealed the decision, the report noted.</p><p><blockquote>苹果要求驳回诉讼的举动被美国地方法院驳回。此案被提交到联邦巡回法院<b>蒂姆·库克</b>报告指出，-led公司对这一决定提出上诉。</blockquote></p><p> The patents were reportedly owned by University of Michigan professor&nbsp;<b>Mohammed Islam</b>, who later assigned the patent rights to Omni MedSci.</p><p><blockquote>据报道，这些专利归密歇根大学教授所有<b>穆罕默德·伊斯兰</b>，后者后来将专利权转让给Omni MedSci。</blockquote></p><p> However, Apple had argued that the patents actually belonged to the University of Michigan, citing Islam’s employment agreement with the university, as per the report. The federal circuit disagreed with the tech giant’s argument.</p><p><blockquote>然而，据报道，苹果辩称，这些专利实际上属于密歇根大学，并引用了伊斯兰与该大学的就业协议。联邦巡回法院不同意这家科技巨头的论点。</blockquote></p><p> <b>Why It Matters:</b>&nbsp;Apple is facing other lawsuits too related to the Apple Watch.It wasreportedin May that privately-held medical device maker<b>AliveCor Inc.</b>filed a federal antitrust lawsuit against the Cupertino-based company, accusing it of monopolizing the market for heart-rate technology for the Apple Watch.</p><p><blockquote><b>为什么重要：</b>苹果还面临着其他与苹果观察组织有关的诉讼。据五月份报道，这家私营医疗器械制造商<b>AliveCor公司。</b>对这家总部位于库比蒂诺的公司提起联邦反垄断诉讼，指控其垄断苹果手表心率技术市场。</blockquote></p><p> The Apple Watch is an important product for Apple and is part of the company’s wearables, home, and accessories segment that generated sales of $8.78 billion in the recent third quarter, up 36% year-over-year.</p><p><blockquote>苹果手表是苹果的重要产品，也是该公司可穿戴设备、家居和配件部门的一部分，该部门在最近第三季度的销售额为87.8亿美元，同比增长36%。</blockquote></p><p> <b>Price Action</b>: Apple shares closed 0.2% lower in Monday’s trading session at $145.52.</p><p><blockquote><b>价格行为</b>：苹果股价在周一交易时段收盘下跌0.2%，至145.52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>Apple Will Have To Face Patent Infringement Lawsuit Over Apple Watch Heart Rate Sensor, Rules Court<blockquote>法院裁定，苹果将面临苹果手表心率传感器专利侵权诉讼</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\">\nApple Will Have To Face Patent Infringement Lawsuit Over Apple Watch Heart Rate Sensor, Rules Court<blockquote>法院裁定，苹果将面临苹果手表心率传感器专利侵权诉讼</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-08-03 16:05</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc.</b>&nbsp;will have to face a patent infringement lawsuit over the heart rate sensor technology in the <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Watch, AppleInsiderreportedMonday, citing a ruling by the U.S. Court of Appeals for the Federal Circuit.</p><p><blockquote><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司。</b>将不得不面临针对心率传感器技术的专利侵权诉讼<a href=\"https://laohu8.com/S/AAPL\">苹果</a>AppleInsider周一援引美国联邦巡回上诉法院的一项裁决报道。</blockquote></p><p> <b>What Happened</b>: The original lawsuit - filed by&nbsp;<b>Omni MedSci Inc.</b>&nbsp;in 2018 - had alleged that Apple Watch’s heart rate measurement technology infringed on multiple patents owned by the company, as per the report.</p><p><blockquote><b>发生了什么</b>：原诉讼-由<b>Omni MedSci公司。</b>据报道，2018年——指控苹果手表的心率测量技术侵犯了该公司拥有的多项专利。</blockquote></p><p> Apple’s move to get the lawsuit dismissed was denied by a U.S. District Court. The case was brought to the Federal Circuit after the<b>Tim Cook</b>-led company appealed the decision, the report noted.</p><p><blockquote>苹果要求驳回诉讼的举动被美国地方法院驳回。此案被提交到联邦巡回法院<b>蒂姆·库克</b>报告指出，-led公司对这一决定提出上诉。</blockquote></p><p> The patents were reportedly owned by University of Michigan professor&nbsp;<b>Mohammed Islam</b>, who later assigned the patent rights to Omni MedSci.</p><p><blockquote>据报道，这些专利归密歇根大学教授所有<b>穆罕默德·伊斯兰</b>，后者后来将专利权转让给Omni MedSci。</blockquote></p><p> However, Apple had argued that the patents actually belonged to the University of Michigan, citing Islam’s employment agreement with the university, as per the report. The federal circuit disagreed with the tech giant’s argument.</p><p><blockquote>然而，据报道，苹果辩称，这些专利实际上属于密歇根大学，并引用了伊斯兰与该大学的就业协议。联邦巡回法院不同意这家科技巨头的论点。</blockquote></p><p> <b>Why It Matters:</b>&nbsp;Apple is facing other lawsuits too related to the Apple Watch.It wasreportedin May that privately-held medical device maker<b>AliveCor Inc.</b>filed a federal antitrust lawsuit against the Cupertino-based company, accusing it of monopolizing the market for heart-rate technology for the Apple Watch.</p><p><blockquote><b>为什么重要：</b>苹果还面临着其他与苹果观察组织有关的诉讼。据五月份报道，这家私营医疗器械制造商<b>AliveCor公司。</b>对这家总部位于库比蒂诺的公司提起联邦反垄断诉讼，指控其垄断苹果手表心率技术市场。</blockquote></p><p> The Apple Watch is an important product for Apple and is part of the company’s wearables, home, and accessories segment that generated sales of $8.78 billion in the recent third quarter, up 36% year-over-year.</p><p><blockquote>苹果手表是苹果的重要产品，也是该公司可穿戴设备、家居和配件部门的一部分，该部门在最近第三季度的销售额为87.8亿美元，同比增长36%。</blockquote></p><p> <b>Price Action</b>: Apple shares closed 0.2% lower in Monday’s trading session at $145.52.</p><p><blockquote><b>价格行为</b>：苹果股价在周一交易时段收盘下跌0.2%，至145.52美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09086":"华夏纳指-U","03086":"华夏纳指","AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104668581","content_text":"Apple Inc. will have to face a patent infringement lawsuit over the heart rate sensor technology in the Apple Watch, AppleInsiderreportedMonday, citing a ruling by the U.S. Court of Appeals for the Federal Circuit.\nWhat Happened: The original lawsuit - filed by Omni MedSci Inc. in 2018 - had alleged that Apple Watch’s heart rate measurement technology infringed on multiple patents owned by the company, as per the report.\nApple’s move to get the lawsuit dismissed was denied by a U.S. District Court. The case was brought to the Federal Circuit after theTim Cook-led company appealed the decision, the report noted.\nThe patents were reportedly owned by University of Michigan professor Mohammed Islam, who later assigned the patent rights to Omni MedSci.\nHowever, Apple had argued that the patents actually belonged to the University of Michigan, citing Islam’s employment agreement with the university, as per the report. The federal circuit disagreed with the tech giant’s argument.\nWhy It Matters: Apple is facing other lawsuits too related to the Apple Watch.It wasreportedin May that privately-held medical device makerAliveCor Inc.filed a federal antitrust lawsuit against the Cupertino-based company, accusing it of monopolizing the market for heart-rate technology for the Apple Watch.\nThe Apple Watch is an important product for Apple and is part of the company’s wearables, home, and accessories segment that generated sales of $8.78 billion in the recent third quarter, up 36% year-over-year.\nPrice Action: Apple shares closed 0.2% lower in Monday’s trading session at $145.52.","news_type":1,"symbols_score_info":{"AAPL":0.9,"09086":0.9,"03086":0.9}},"isVote":1,"tweetType":1,"viewCount":1824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807085416,"gmtCreate":1627989179035,"gmtModify":1633754623403,"author":{"id":"3583291700458745","authorId":"3583291700458745","name":"emmajojo","avatar":"https://static.tigerbbs.com/039493cd6325cbca870ec5d73103fd5a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583291700458745","idStr":"3583291700458745"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807085416","repostId":"2156146935","repostType":4,"isVote":1,"tweetType":1,"viewCount":2890,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804950631,"gmtCreate":1627917429723,"gmtModify":1633755264194,"author":{"id":"3583291700458745","authorId":"3583291700458745","name":"emmajojo","avatar":"https://static.tigerbbs.com/039493cd6325cbca870ec5d73103fd5a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583291700458745","idStr":"3583291700458745"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804950631","repostId":"1131923658","repostType":4,"repost":{"id":"1131923658","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":1627898076,"share":"https://www.laohu8.com/m/news/1131923658?lang=zh_CN&edition=full","pubTime":"2021-08-02 17:54","market":"us","language":"en","title":"Can Tesla's stock price return to the upward channel?<blockquote>特斯拉股价能否重回上升通道？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1131923658","media":"Tiger Newspress","summary":"Tesla released Q2 earnings and revenues last week that beat analysts' expectations.\n\"In the second q","content":"<p>Tesla released Q2 earnings and revenues last week that beat analysts' expectations.</p><p><blockquote>特斯拉上周发布的第二季度盈利和收入超出了分析师的预期。</blockquote></p><p> \"In the second quarter of 2021, we broke new and notable records,\" said Tesla in the company's second-quarter update. \"We produced and delivered over 200,000 vehicles, achieved an operating margin of 11% and exceeded [$1 billion] of GAAP net income for the first time in our history.\"</p><p><blockquote>特斯拉在公司第二季度更新中表示：“2021年第二季度，我们打破了新的、引人注目的记录。”“我们生产和交付了超过200,000辆汽车，实现了11%的营业利润率，并在我们历史上首次超过[10亿美元]GAAP净利润。”</blockquote></p><p> Here's a closer look at the quarter, captured by five must-see takeaways from the report.</p><p><blockquote>以下是对本季度的近距离观察，其中包括报告中的五个必看要点。</blockquote></p><p> <b>1. Revenue hit $12 billion</b></p><p><blockquote><b>1.营收达到120亿美元</b></blockquote></p><p> Helped by a 121% year-over-year increase in vehicle deliveries, Tesla's revenue surged 98% year over year to approximately $12 billion. This crushed analysts' average forecast for revenue of $11.3 billion.</p><p><blockquote>得益于汽车交付量同比增长121%，特斯拉的收入同比飙升98%，达到约120亿美元。这超出了分析师113亿美元营收的平均预期。</blockquote></p><p> <b>2. Profits skyrocketed</b></p><p><blockquote><b>2、利润暴涨</b></blockquote></p><p> Of course, with revenue like this, it wasn't surprising to see profits soar. Net income increased from $104 million in the year-ago period to $1.14 billion. Non-GAAP (adjusted) net income increased 258% year over year to $1.6 billion. This translated to non-GAAP earnings per share of $1.45 -- far ahead of a consensus analyst estimate of $0.98.</p><p><blockquote>当然，有了这样的收入，利润飙升也就不足为奇了。净利润从去年同期的1.04亿美元增至11.4亿美元。非GAAP（调整后）净利润同比增长258%至16亿美元。这意味着非GAAP每股收益为1.45美元，远高于分析师普遍预期的0.98美元。</blockquote></p><p> The outsized growth in Tesla's profits demonstrates the scalability of the company's business model.</p><p><blockquote>特斯拉利润的大幅增长表明了该公司商业模式的可扩展性。</blockquote></p><p> <b>3. Free cash flow remains healthy</b></p><p><blockquote><b>3.自由现金流保持健康</b></blockquote></p><p> Tesla once again generated positive free cash flow, or cash flow from operations less capital expenditures. Free cash flow for the period increased from $418 million in the year-ago period to $619 million.</p><p><blockquote>特斯拉再次产生了正的自由现金流，即运营现金流减去资本支出。期内自由现金流从去年同期的4.18亿美元增至6.19亿美元。</blockquote></p><p> Total cash on hand fell from $17.1 billion in the first quarter of 2021 to $16.2 billion but this was primarily due to $1.6 billion in net debt and finance lease repayments.</p><p><blockquote>手头现金总额从2021年第一季度的171亿美元下降至162亿美元，但这主要是由于16亿美元的净债务和融资租赁还款。</blockquote></p><p> <b>4. Vehicle demand is robust</b></p><p><blockquote><b>四、车辆需求旺盛</b></blockquote></p><p> Tesla once again said demand for its vehicles achieved record levels. Indeed, demand is so robust that the company is supply constrained. \"Global demand continues to be robust, and we are producing at the limits of available parts supply,\" Tesla explained.</p><p><blockquote>特斯拉再次表示，对其汽车的需求达到了创纪录的水平。事实上，需求如此强劲，以至于该公司的供应受到限制。“全球需求持续强劲，我们正在现有零部件供应的极限下进行生产，”特斯拉解释道。</blockquote></p><p> <b>5. There's more sharp growth to come</b></p><p><blockquote><b>5.未来还会有更大幅度的增长</b></blockquote></p><p> Importantly, Tesla remains optimistic about its growth trajectory. The company says it continues to expect to grow its total deliveries more than 50% year over year this year. This implies 2021 total deliveries of more than 750,000. So far, Tesla has delivered more than 386,000 vehicles this year.</p><p><blockquote>重要的是，特斯拉对其增长轨迹保持乐观。该公司表示，预计今年的总交付量将同比增长50%以上。这意味着2021年总交付量将超过75万辆。截至目前，特斯拉今年已交付超过38.6万辆汽车。</blockquote></p><p> \"The rate of growth will depend on our equipment capacity, operational efficiency, and the capacity and stability of the supply chain,\" Tesla noted.</p><p><blockquote>“增长率将取决于我们的设备容量、运营效率以及供应链的容量和稳定性，”特斯拉指出。</blockquote></p><p> <h4>Four Challenges to Tesla’s Growth</h4> However,investors are concerned with several factors that may slow Tesla's feverish share price growth soon.</p><p><blockquote><h4>特斯拉经济增长面临的四大挑战</h4>然而，投资者担心几个因素可能会很快减缓特斯拉狂热的股价增长。</blockquote></p><p> <b>High Valuation</b></p><p><blockquote><b>高估值</b></blockquote></p><p> Wall Street is an efficient market, discounting good news and bad news on listed companies. As a result, shares are run-up ahead of good news and sold-off ahead of bad news. Sometimes, Mr. Market—to use Benjamin Graham's terminology—is too optimistic, sending the shares of listed companies well above their fundamental or intrinsic value. Other times, Mr. Market is too pessimistic, sending shares of listed companies well below their intrinsic value.</p><p><blockquote>华尔街是一个有效的市场，对上市公司的好消息和坏消息都进行了贴现。因此，股价在好消息之前上涨，在坏消息之前遭到抛售。有时，市场先生——用本杰明·格雷厄姆的术语来说——过于乐观，导致上市公司的股价远高于其基本或内在价值。其他时候，先生。市场过于悲观，导致上市公司股价远低于其内在价值。</blockquote></p><p> Tesla's shares are overvalued by many standards. TipRanks, for instance, estimates Tesla's 12-month-trailing return on equity to be a modest 12.41%, while estimates put Tesla's intrinsic value at $160.11, well below its current price level.</p><p><blockquote>从许多标准来看，特斯拉的股价都被高估了。例如，TipRanks估计特斯拉过去12个月的股本回报率为12.41%，而特斯拉的内在价值估计为160.11美元，远低于当前的价格水平。</blockquote></p><p> <b>Competition from Colonizers</b></p><p><blockquote><b>来自殖民者的竞争</b></blockquote></p><p> Once, Tesla had little competition, as the electric vehicle (EV) market it pioneered had little competition from traditional automakers. However, that's no longer the case, as General Motors, Ford, Volkswagen, and Toyota are invading the electric market.</p><p><blockquote>曾经，特斯拉几乎没有竞争，因为它开创的电动汽车（EV）市场几乎没有来自传统汽车制造商的竞争。然而，随着通用汽车、福特、大众和丰田正在入侵电动市场，情况已不再如此。</blockquote></p><p> These \"colonizers\" of the EV market have the manufacturing experience, expertise, and distribution networks to scale up EV production and cross the \"tipping point\" of bringing EVs to the masses. Meanwhile, the entry of new competitors into the EV market could unleash price competition that will erode Tesla's revenue growth and profit margins. That's something Wall Street is watching closely in quarterly financial statements.</p><p><blockquote>这些电动汽车市场的“殖民者”拥有制造经验、专业知识和分销网络，可以扩大电动汽车生产规模，跨越将电动汽车推向大众的“临界点”。与此同时，新竞争对手进入电动汽车市场可能会引发价格竞争，从而削弱特斯拉的收入增长和利润率。这是华尔街在季度财务报表中密切关注的事情。</blockquote></p><p> <b>Bitcoin Exposure</b></p><p><blockquote><b>比特币风险</b></blockquote></p><p> Tesla's CEO Elon Musk has an affinity for bitcoin. That's why he has been investing some of the company's cash in digital currency. As of the end of March, Tesla's $1.5 billion investment was worth $2.48 billion, based on the surge in bitcoin in the first quarter. However, that has its risks, too, given bitcoin's volatility.</p><p><blockquote>特斯拉CEO Elon Musk对比特币情有独钟。这就是为什么他一直将公司的部分现金投资于数字货币。截至3月底，特斯拉15亿美元的投资价值24.8亿美元，以第一季度比特币的激增计算。然而，考虑到比特币的波动性，这也有其风险。</blockquote></p><p> Adding to bitcoin's volatility are accounting rules that treat the digital currency as an indefinite-lived intangible asset. Thus, it is subject to impairment losses if its fair value decreases below the carrying value during the assessed reporting period. Companies cannot recover impairment losses for any subsequent increase in fair value until the asset's sale. Tesla reported bitcoin-related impairments of $23 million in Q2 as the price of digital currency dived.</p><p><blockquote>将数字货币视为无限期无形资产的会计规则加剧了比特币的波动性。因此，倘其公平值于评估报告期内减值至低于账面值，则须计提减值亏损。在资产出售之前，公司无法收回公允价值后续增加的减值损失。随着数字货币价格暴跌，特斯拉报告第二季度与比特币相关的减值为2300万美元。</blockquote></p><p> <b>Rising Material Costs</b></p><p><blockquote><b>材料成本上升</b></blockquote></p><p></p><p> Together with traditional automobile makers, Tesla faces a severe material shortage due to supply chain disruptions during the COVID-19 pandemic, which is expected to slow down the pace of its feverish growth.</p><p><blockquote>由于COVID-19大流行期间供应链中断，特斯拉与传统汽车制造商一起面临严重的材料短缺，预计这将减缓其狂热增长的步伐。</blockquote></p><p> \"While we're making cars at full speed, the global chip shortage situation remains quite serious,\" Musk told investors. \"For the rest of this year, our growth rates will be determined by the slowest part in our supply chain,\" adding that there are a wide range of chips that will serve as that brake on growth.</p><p><blockquote>“在我们全速造车的同时，全球芯片短缺的情况仍然相当严重，”马斯克告诉投资者。“在今年剩余时间里，我们的增长率将取决于供应链中最慢的部分，”他补充说，有多种芯片将成为增长的刹车。</blockquote></p><p> <h4>Mixed reviews from Wall Street</h4> Needham analyst Rajvindra Gill said Tesla shares are already priced to perfection, which could explain the stock’s weakness on Tuesday.</p><p><blockquote><h4>华尔街褒贬不一</h4>Needham分析师Rajvindra Gill表示，特斯拉股票的定价已经非常完美，这可以解释该股周二的疲软。</blockquote></p><p> “Tesla's ‘priced to perfection’ valuation is hard for us to justify, even with more positive recent Results,” Gill wrote.</p><p><blockquote>吉尔写道：“即使最近的业绩更加积极，我们也很难证明特斯拉‘定价完美’的估值是合理的。”</blockquote></p><p> Morgan Stanley analyst Adam Jonas said the quarter likely didn’t change the narrative for bulls or bears, and Tesla is still not a value stock priced at an enterprise multiple of 70x.</p><p><blockquote>Morgan Stanley分析师Adam Jonas表示，本季度可能不会改变多头或空头的说法，特斯拉仍然不是企业市盈率70倍的价值股。</blockquote></p><p> “Tesla is not only among the fastest growing auto companies in the world, it is also one of the most profitable,” Jonas wrote.</p><p><blockquote>“特斯拉不仅是世界上增长最快的汽车公司之一，也是最赚钱的公司之一，”Jonas写道。</blockquote></p><p> Wells Fargo analyst Colin Langan said auto gross margins were impressive, but they may not last.</p><p><blockquote>富国银行分析师Colin Langan表示，汽车毛利率令人印象深刻，但可能不会持续。</blockquote></p><p> “We see auto margins moderating in Q3/Q4 due to rising raw mat costs and mix dilution as the lower priced Model Y SR launches in China,” Langran wrote.</p><p><blockquote>Langran写道：“随着价格较低的Model Y SR在中国推出，由于原材料成本上升和混合动力稀释，我们预计第三季度/第四季度汽车利润率将放缓。”</blockquote></p><p> John Murphy with B. of A. Securities struck a more cautious tone. Despite the beat, \"competition is fierce and heating up,\" he said. \"(Tesla's) operating environment is shifting from that of a vacuum to an increasingly crowded space.\"</p><p><blockquote>B.of A.Securities的约翰·墨菲(John Murphy)的语气更加谨慎。尽管节奏很慢，但“竞争非常激烈，而且正在升温，”他说。“（特斯拉的）运营环境正在从真空转向日益拥挤的空间。”</blockquote></p><p> The quarterly beat was \"very much helped by positive pricing dynamics and good execution,\" and Murphy raised his price target on the stock to $800 from $750, which represents an upside around 26% from Tuesday's prices. He kept B. of A.'s neutral rating on the stock.</p><p><blockquote>季度业绩“在很大程度上得益于积极的定价动态和良好的执行力”，墨菲将该股的目标价从750美元上调至800美元，较周二的价格上涨约26%。他维持B.of A.对该股的中性评级。</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>Can Tesla's stock price return to the upward channel?<blockquote>特斯拉股价能否重回上升通道？</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\">\nCan Tesla's stock price return to the upward channel?<blockquote>特斯拉股价能否重回上升通道？</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\">2021-08-02 17:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla released Q2 earnings and revenues last week that beat analysts' expectations.</p><p><blockquote>特斯拉上周发布的第二季度盈利和收入超出了分析师的预期。</blockquote></p><p> \"In the second quarter of 2021, we broke new and notable records,\" said Tesla in the company's second-quarter update. \"We produced and delivered over 200,000 vehicles, achieved an operating margin of 11% and exceeded [$1 billion] of GAAP net income for the first time in our history.\"</p><p><blockquote>特斯拉在公司第二季度更新中表示：“2021年第二季度，我们打破了新的、引人注目的记录。”“我们生产和交付了超过200,000辆汽车，实现了11%的营业利润率，并在我们历史上首次超过[10亿美元]GAAP净利润。”</blockquote></p><p> Here's a closer look at the quarter, captured by five must-see takeaways from the report.</p><p><blockquote>以下是对本季度的近距离观察，其中包括报告中的五个必看要点。</blockquote></p><p> <b>1. Revenue hit $12 billion</b></p><p><blockquote><b>1.营收达到120亿美元</b></blockquote></p><p> Helped by a 121% year-over-year increase in vehicle deliveries, Tesla's revenue surged 98% year over year to approximately $12 billion. This crushed analysts' average forecast for revenue of $11.3 billion.</p><p><blockquote>得益于汽车交付量同比增长121%，特斯拉的收入同比飙升98%，达到约120亿美元。这超出了分析师113亿美元营收的平均预期。</blockquote></p><p> <b>2. Profits skyrocketed</b></p><p><blockquote><b>2、利润暴涨</b></blockquote></p><p> Of course, with revenue like this, it wasn't surprising to see profits soar. Net income increased from $104 million in the year-ago period to $1.14 billion. Non-GAAP (adjusted) net income increased 258% year over year to $1.6 billion. This translated to non-GAAP earnings per share of $1.45 -- far ahead of a consensus analyst estimate of $0.98.</p><p><blockquote>当然，有了这样的收入，利润飙升也就不足为奇了。净利润从去年同期的1.04亿美元增至11.4亿美元。非GAAP（调整后）净利润同比增长258%至16亿美元。这意味着非GAAP每股收益为1.45美元，远高于分析师普遍预期的0.98美元。</blockquote></p><p> The outsized growth in Tesla's profits demonstrates the scalability of the company's business model.</p><p><blockquote>特斯拉利润的大幅增长表明了该公司商业模式的可扩展性。</blockquote></p><p> <b>3. Free cash flow remains healthy</b></p><p><blockquote><b>3.自由现金流保持健康</b></blockquote></p><p> Tesla once again generated positive free cash flow, or cash flow from operations less capital expenditures. Free cash flow for the period increased from $418 million in the year-ago period to $619 million.</p><p><blockquote>特斯拉再次产生了正的自由现金流，即运营现金流减去资本支出。期内自由现金流从去年同期的4.18亿美元增至6.19亿美元。</blockquote></p><p> Total cash on hand fell from $17.1 billion in the first quarter of 2021 to $16.2 billion but this was primarily due to $1.6 billion in net debt and finance lease repayments.</p><p><blockquote>手头现金总额从2021年第一季度的171亿美元下降至162亿美元，但这主要是由于16亿美元的净债务和融资租赁还款。</blockquote></p><p> <b>4. Vehicle demand is robust</b></p><p><blockquote><b>四、车辆需求旺盛</b></blockquote></p><p> Tesla once again said demand for its vehicles achieved record levels. Indeed, demand is so robust that the company is supply constrained. \"Global demand continues to be robust, and we are producing at the limits of available parts supply,\" Tesla explained.</p><p><blockquote>特斯拉再次表示，对其汽车的需求达到了创纪录的水平。事实上，需求如此强劲，以至于该公司的供应受到限制。“全球需求持续强劲，我们正在现有零部件供应的极限下进行生产，”特斯拉解释道。</blockquote></p><p> <b>5. There's more sharp growth to come</b></p><p><blockquote><b>5.未来还会有更大幅度的增长</b></blockquote></p><p> Importantly, Tesla remains optimistic about its growth trajectory. The company says it continues to expect to grow its total deliveries more than 50% year over year this year. This implies 2021 total deliveries of more than 750,000. So far, Tesla has delivered more than 386,000 vehicles this year.</p><p><blockquote>重要的是，特斯拉对其增长轨迹保持乐观。该公司表示，预计今年的总交付量将同比增长50%以上。这意味着2021年总交付量将超过75万辆。截至目前，特斯拉今年已交付超过38.6万辆汽车。</blockquote></p><p> \"The rate of growth will depend on our equipment capacity, operational efficiency, and the capacity and stability of the supply chain,\" Tesla noted.</p><p><blockquote>“增长率将取决于我们的设备容量、运营效率以及供应链的容量和稳定性，”特斯拉指出。</blockquote></p><p> <h4>Four Challenges to Tesla’s Growth</h4> However,investors are concerned with several factors that may slow Tesla's feverish share price growth soon.</p><p><blockquote><h4>特斯拉经济增长面临的四大挑战</h4>然而，投资者担心几个因素可能会很快减缓特斯拉狂热的股价增长。</blockquote></p><p> <b>High Valuation</b></p><p><blockquote><b>高估值</b></blockquote></p><p> Wall Street is an efficient market, discounting good news and bad news on listed companies. As a result, shares are run-up ahead of good news and sold-off ahead of bad news. Sometimes, Mr. Market—to use Benjamin Graham's terminology—is too optimistic, sending the shares of listed companies well above their fundamental or intrinsic value. Other times, Mr. Market is too pessimistic, sending shares of listed companies well below their intrinsic value.</p><p><blockquote>华尔街是一个有效的市场，对上市公司的好消息和坏消息都进行了贴现。因此，股价在好消息之前上涨，在坏消息之前遭到抛售。有时，市场先生——用本杰明·格雷厄姆的术语来说——过于乐观，导致上市公司的股价远高于其基本或内在价值。其他时候，先生。市场过于悲观，导致上市公司股价远低于其内在价值。</blockquote></p><p> Tesla's shares are overvalued by many standards. TipRanks, for instance, estimates Tesla's 12-month-trailing return on equity to be a modest 12.41%, while estimates put Tesla's intrinsic value at $160.11, well below its current price level.</p><p><blockquote>从许多标准来看，特斯拉的股价都被高估了。例如，TipRanks估计特斯拉过去12个月的股本回报率为12.41%，而特斯拉的内在价值估计为160.11美元，远低于当前的价格水平。</blockquote></p><p> <b>Competition from Colonizers</b></p><p><blockquote><b>来自殖民者的竞争</b></blockquote></p><p> Once, Tesla had little competition, as the electric vehicle (EV) market it pioneered had little competition from traditional automakers. However, that's no longer the case, as General Motors, Ford, Volkswagen, and Toyota are invading the electric market.</p><p><blockquote>曾经，特斯拉几乎没有竞争，因为它开创的电动汽车（EV）市场几乎没有来自传统汽车制造商的竞争。然而，随着通用汽车、福特、大众和丰田正在入侵电动市场，情况已不再如此。</blockquote></p><p> These \"colonizers\" of the EV market have the manufacturing experience, expertise, and distribution networks to scale up EV production and cross the \"tipping point\" of bringing EVs to the masses. Meanwhile, the entry of new competitors into the EV market could unleash price competition that will erode Tesla's revenue growth and profit margins. That's something Wall Street is watching closely in quarterly financial statements.</p><p><blockquote>这些电动汽车市场的“殖民者”拥有制造经验、专业知识和分销网络，可以扩大电动汽车生产规模，跨越将电动汽车推向大众的“临界点”。与此同时，新竞争对手进入电动汽车市场可能会引发价格竞争，从而削弱特斯拉的收入增长和利润率。这是华尔街在季度财务报表中密切关注的事情。</blockquote></p><p> <b>Bitcoin Exposure</b></p><p><blockquote><b>比特币风险</b></blockquote></p><p> Tesla's CEO Elon Musk has an affinity for bitcoin. That's why he has been investing some of the company's cash in digital currency. As of the end of March, Tesla's $1.5 billion investment was worth $2.48 billion, based on the surge in bitcoin in the first quarter. However, that has its risks, too, given bitcoin's volatility.</p><p><blockquote>特斯拉CEO Elon Musk对比特币情有独钟。这就是为什么他一直将公司的部分现金投资于数字货币。截至3月底，特斯拉15亿美元的投资价值24.8亿美元，以第一季度比特币的激增计算。然而，考虑到比特币的波动性，这也有其风险。</blockquote></p><p> Adding to bitcoin's volatility are accounting rules that treat the digital currency as an indefinite-lived intangible asset. Thus, it is subject to impairment losses if its fair value decreases below the carrying value during the assessed reporting period. Companies cannot recover impairment losses for any subsequent increase in fair value until the asset's sale. Tesla reported bitcoin-related impairments of $23 million in Q2 as the price of digital currency dived.</p><p><blockquote>将数字货币视为无限期无形资产的会计规则加剧了比特币的波动性。因此，倘其公平值于评估报告期内减值至低于账面值，则须计提减值亏损。在资产出售之前，公司无法收回公允价值后续增加的减值损失。随着数字货币价格暴跌，特斯拉报告第二季度与比特币相关的减值为2300万美元。</blockquote></p><p> <b>Rising Material Costs</b></p><p><blockquote><b>材料成本上升</b></blockquote></p><p></p><p> Together with traditional automobile makers, Tesla faces a severe material shortage due to supply chain disruptions during the COVID-19 pandemic, which is expected to slow down the pace of its feverish growth.</p><p><blockquote>由于COVID-19大流行期间供应链中断，特斯拉与传统汽车制造商一起面临严重的材料短缺，预计这将减缓其狂热增长的步伐。</blockquote></p><p> \"While we're making cars at full speed, the global chip shortage situation remains quite serious,\" Musk told investors. \"For the rest of this year, our growth rates will be determined by the slowest part in our supply chain,\" adding that there are a wide range of chips that will serve as that brake on growth.</p><p><blockquote>“在我们全速造车的同时，全球芯片短缺的情况仍然相当严重，”马斯克告诉投资者。“在今年剩余时间里，我们的增长率将取决于供应链中最慢的部分，”他补充说，有多种芯片将成为增长的刹车。</blockquote></p><p> <h4>Mixed reviews from Wall Street</h4> Needham analyst Rajvindra Gill said Tesla shares are already priced to perfection, which could explain the stock’s weakness on Tuesday.</p><p><blockquote><h4>华尔街褒贬不一</h4>Needham分析师Rajvindra Gill表示，特斯拉股票的定价已经非常完美，这可以解释该股周二的疲软。</blockquote></p><p> “Tesla's ‘priced to perfection’ valuation is hard for us to justify, even with more positive recent Results,” Gill wrote.</p><p><blockquote>吉尔写道：“即使最近的业绩更加积极，我们也很难证明特斯拉‘定价完美’的估值是合理的。”</blockquote></p><p> Morgan Stanley analyst Adam Jonas said the quarter likely didn’t change the narrative for bulls or bears, and Tesla is still not a value stock priced at an enterprise multiple of 70x.</p><p><blockquote>Morgan Stanley分析师Adam Jonas表示，本季度可能不会改变多头或空头的说法，特斯拉仍然不是企业市盈率70倍的价值股。</blockquote></p><p> “Tesla is not only among the fastest growing auto companies in the world, it is also one of the most profitable,” Jonas wrote.</p><p><blockquote>“特斯拉不仅是世界上增长最快的汽车公司之一，也是最赚钱的公司之一，”Jonas写道。</blockquote></p><p> Wells Fargo analyst Colin Langan said auto gross margins were impressive, but they may not last.</p><p><blockquote>富国银行分析师Colin Langan表示，汽车毛利率令人印象深刻，但可能不会持续。</blockquote></p><p> “We see auto margins moderating in Q3/Q4 due to rising raw mat costs and mix dilution as the lower priced Model Y SR launches in China,” Langran wrote.</p><p><blockquote>Langran写道：“随着价格较低的Model Y SR在中国推出，由于原材料成本上升和混合动力稀释，我们预计第三季度/第四季度汽车利润率将放缓。”</blockquote></p><p> John Murphy with B. of A. Securities struck a more cautious tone. Despite the beat, \"competition is fierce and heating up,\" he said. \"(Tesla's) operating environment is shifting from that of a vacuum to an increasingly crowded space.\"</p><p><blockquote>B.of A.Securities的约翰·墨菲(John Murphy)的语气更加谨慎。尽管节奏很慢，但“竞争非常激烈，而且正在升温，”他说。“（特斯拉的）运营环境正在从真空转向日益拥挤的空间。”</blockquote></p><p> The quarterly beat was \"very much helped by positive pricing dynamics and good execution,\" and Murphy raised his price target on the stock to $800 from $750, which represents an upside around 26% from Tuesday's prices. He kept B. of A.'s neutral rating on the stock.</p><p><blockquote>季度业绩“在很大程度上得益于积极的定价动态和良好的执行力”，墨菲将该股的目标价从750美元上调至800美元，较周二的价格上涨约26%。他维持B.of A.对该股的中性评级。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131923658","content_text":"Tesla released Q2 earnings and revenues last week that beat analysts' expectations.\n\"In the second quarter of 2021, we broke new and notable records,\" said Tesla in the company's second-quarter update. \"We produced and delivered over 200,000 vehicles, achieved an operating margin of 11% and exceeded [$1 billion] of GAAP net income for the first time in our history.\"\nHere's a closer look at the quarter, captured by five must-see takeaways from the report.\n1. Revenue hit $12 billion\nHelped by a 121% year-over-year increase in vehicle deliveries, Tesla's revenue surged 98% year over year to approximately $12 billion. This crushed analysts' average forecast for revenue of $11.3 billion.\n2. Profits skyrocketed\nOf course, with revenue like this, it wasn't surprising to see profits soar. Net income increased from $104 million in the year-ago period to $1.14 billion. Non-GAAP (adjusted) net income increased 258% year over year to $1.6 billion. This translated to non-GAAP earnings per share of $1.45 -- far ahead of a consensus analyst estimate of $0.98.\nThe outsized growth in Tesla's profits demonstrates the scalability of the company's business model.\n3. Free cash flow remains healthy\nTesla once again generated positive free cash flow, or cash flow from operations less capital expenditures. Free cash flow for the period increased from $418 million in the year-ago period to $619 million.\nTotal cash on hand fell from $17.1 billion in the first quarter of 2021 to $16.2 billion but this was primarily due to $1.6 billion in net debt and finance lease repayments.\n4. Vehicle demand is robust\nTesla once again said demand for its vehicles achieved record levels. Indeed, demand is so robust that the company is supply constrained. \"Global demand continues to be robust, and we are producing at the limits of available parts supply,\" Tesla explained.\n5. There's more sharp growth to come\nImportantly, Tesla remains optimistic about its growth trajectory. The company says it continues to expect to grow its total deliveries more than 50% year over year this year. This implies 2021 total deliveries of more than 750,000. So far, Tesla has delivered more than 386,000 vehicles this year.\n\"The rate of growth will depend on our equipment capacity, operational efficiency, and the capacity and stability of the supply chain,\" Tesla noted.\nFour Challenges to Tesla’s Growth\nHowever,investors are concerned with several factors that may slow Tesla's feverish share price growth soon.\nHigh Valuation\nWall Street is an efficient market, discounting good news and bad news on listed companies. As a result, shares are run-up ahead of good news and sold-off ahead of bad news. Sometimes, Mr. Market—to use Benjamin Graham's terminology—is too optimistic, sending the shares of listed companies well above their fundamental or intrinsic value. Other times, Mr. Market is too pessimistic, sending shares of listed companies well below their intrinsic value.\nTesla's shares are overvalued by many standards. TipRanks, for instance, estimates Tesla's 12-month-trailing return on equity to be a modest 12.41%, while estimates put Tesla's intrinsic value at $160.11, well below its current price level.\nCompetition from Colonizers\nOnce, Tesla had little competition, as the electric vehicle (EV) market it pioneered had little competition from traditional automakers. However, that's no longer the case, as General Motors, Ford, Volkswagen, and Toyota are invading the electric market.\nThese \"colonizers\" of the EV market have the manufacturing experience, expertise, and distribution networks to scale up EV production and cross the \"tipping point\" of bringing EVs to the masses. Meanwhile, the entry of new competitors into the EV market could unleash price competition that will erode Tesla's revenue growth and profit margins. That's something Wall Street is watching closely in quarterly financial statements.\nBitcoin Exposure\nTesla's CEO Elon Musk has an affinity for bitcoin. That's why he has been investing some of the company's cash in digital currency. As of the end of March, Tesla's $1.5 billion investment was worth $2.48 billion, based on the surge in bitcoin in the first quarter. However, that has its risks, too, given bitcoin's volatility.\nAdding to bitcoin's volatility are accounting rules that treat the digital currency as an indefinite-lived intangible asset. Thus, it is subject to impairment losses if its fair value decreases below the carrying value during the assessed reporting period. Companies cannot recover impairment losses for any subsequent increase in fair value until the asset's sale. Tesla reported bitcoin-related impairments of $23 million in Q2 as the price of digital currency dived.\nRising Material Costs\nTogether with traditional automobile makers, Tesla faces a severe material shortage due to supply chain disruptions during the COVID-19 pandemic, which is expected to slow down the pace of its feverish growth.\n\"While we're making cars at full speed, the global chip shortage situation remains quite serious,\" Musk told investors. \"For the rest of this year, our growth rates will be determined by the slowest part in our supply chain,\" adding that there are a wide range of chips that will serve as that brake on growth.\nMixed reviews from Wall Street\nNeedham analyst Rajvindra Gill said Tesla shares are already priced to perfection, which could explain the stock’s weakness on Tuesday.\n“Tesla's ‘priced to perfection’ valuation is hard for us to justify, even with more positive recent Results,” Gill wrote.\nMorgan Stanley analyst Adam Jonas said the quarter likely didn’t change the narrative for bulls or bears, and Tesla is still not a value stock priced at an enterprise multiple of 70x.\n“Tesla is not only among the fastest growing auto companies in the world, it is also one of the most profitable,” Jonas wrote.\nWells Fargo analyst Colin Langan said auto gross margins were impressive, but they may not last.\n“We see auto margins moderating in Q3/Q4 due to rising raw mat costs and mix dilution as the lower priced Model Y SR launches in China,” Langran wrote.\nJohn Murphy with B. of A. Securities struck a more cautious tone. Despite the beat, \"competition is fierce and heating up,\" he said. \"(Tesla's) operating environment is shifting from that of a vacuum to an increasingly crowded space.\"\nThe quarterly beat was \"very much helped by positive pricing dynamics and good execution,\" and Murphy raised his price target on the stock to $800 from $750, which represents an upside around 26% from Tuesday's prices. He kept B. of A.'s neutral rating on the stock.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803064397,"gmtCreate":1627397024119,"gmtModify":1633765383376,"author":{"id":"3583291700458745","authorId":"3583291700458745","name":"emmajojo","avatar":"https://static.tigerbbs.com/039493cd6325cbca870ec5d73103fd5a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583291700458745","idStr":"3583291700458745"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>TSM go go go!","listText":"<a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>TSM go go go!","text":"$Taiwan Semiconductor Manufacturing(TSM)$TSM go go go!","images":[{"img":"https://static.tigerbbs.com/b20e46761413f9b2e519f93361a31c9d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803064397","isVote":1,"tweetType":1,"viewCount":1218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}