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onenorth打工人
onenorth打工人
·
2021-07-16
$恒生科技ETF(03032)$
……
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onenorth打工人
onenorth打工人
·
2021-06-08
$伯克希尔B(BRK.B)$
就很稳
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onenorth打工人
onenorth打工人
·
2021-04-29
杀熟终结者来了
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onenorth打工人
onenorth打工人
·
2021-04-29
请问为什么当前全球市场芯片短缺呢
福特汽车Q1营收同比增长6%,芯片短缺将致产量减少
一季度,福特汽车市场份额为5.3%,上年同期为6.0%。福特汽车CFO John Lawler在财报中提到,3月瑞萨电子发生火灾加剧了半导体芯片供应状况,该公司认为,预计瑞萨的芯片流量问题将于第二季度开始恢复,并在今年剩余时间改善。
福特汽车Q1营收同比增长6%,芯片短缺将致产量减少
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onenorth打工人
onenorth打工人
·
2021-04-29
$万事达(MA)$
守得云开见月明
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onenorth打工人
onenorth打工人
·
2021-04-28
看好芯片行业 买入amd mu
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onenorth打工人
onenorth打工人
·
2021-04-28
没有谷歌强啊
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onenorth打工人
onenorth打工人
·
2021-04-28
看多芯片板块整体走势
AMD一季度收入超预期激增93%,二季度指引强劲
$AMD$服务器-处理器业务单季收入再创新高,数据中心收入同比翻一倍多;二季度营收指引较市场预期至少高6.7%,将全年营收预期增速从37%升至50%。财报显示,美国芯片巨头AMD今年一季度收入和盈利均明显高于市场预期,二季度业绩指引也强于预期,暗示在个人电脑和服务器的旺盛需求刺激下,有望抢占劲敌$英特尔$的市场份额。财报公布后,AMD股价盘后跳涨,涨幅一度超过4%。
AMD一季度收入超预期激增93%,二季度指引强劲
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onenorth打工人
onenorth打工人
·
2021-04-27
挤一挤水分抄底
美团ADR跌超6%,今日市场监管总局对美团立案调查
周一盘中,美团ADR跌6.2%,今日市场监管总局根据举报依法对美团实施“二选一”等涉嫌垄断行为立案调查。
美团ADR跌超6%,今日市场监管总局对美团立案调查
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onenorth打工人
onenorth打工人
·
2021-04-27
也就是说 赚钱靠的是比特币 不是电动车
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href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a>就很稳","text":"$伯克希尔B(BRK.B)$就很稳","images":[{"img":"https://static.tigerbbs.com/98925b9153fd943910e02b1e006b08c6","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/117262143","isVote":1,"tweetType":1,"viewCount":613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":109056039,"gmtCreate":1619655999821,"gmtModify":1631893315061,"author":{"id":"3568934811138238","authorId":"3568934811138238","name":"onenorth打工人","avatar":"https://static.tigerbbs.com/a22a5c7c2aeaf3af663d7c889ce817a9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568934811138238","authorIdStr":"3568934811138238"},"themes":[],"htmlText":"杀熟终结者来了","listText":"杀熟终结者来了","text":"杀熟终结者来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109056039","repostId":"1170967589","repostType":4,"isVote":1,"tweetType":1,"viewCount":1100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":109053648,"gmtCreate":1619655936484,"gmtModify":1631893315076,"author":{"id":"3568934811138238","authorId":"3568934811138238","name":"onenorth打工人","avatar":"https://static.tigerbbs.com/a22a5c7c2aeaf3af663d7c889ce817a9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568934811138238","authorIdStr":"3568934811138238"},"themes":[],"htmlText":"请问为什么当前全球市场芯片短缺呢","listText":"请问为什么当前全球市场芯片短缺呢","text":"请问为什么当前全球市场芯片短缺呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109053648","repostId":"2131306540","repostType":4,"repost":{"id":"2131306540","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619654081,"share":"https://www.laohu8.com/m/news/2131306540?lang=&edition=full","pubTime":"2021-04-29 07:54","market":"hk","language":"zh","title":"福特汽车Q1营收同比增长6%,芯片短缺将致产量减少","url":"https://stock-news.laohu8.com/highlight/detail?id=2131306540","media":"老虎资讯综合","summary":"一季度,福特汽车市场份额为5.3%,上年同期为6.0%。福特汽车CFO John Lawler在财报中提到,3月瑞萨电子发生火灾加剧了半导体芯片供应状况,该公司认为,预计瑞萨的芯片流量问题将于第二季度开始恢复,并在今年剩余时间改善。","content":"<p>美东时间4月28日盘后,<a href=\"https://laohu8.com/S/F\">福特汽车</a>公布了2021年第一季度财务业绩。数据显示,该公司Q1营收362.28亿美元,上年同期为343.20亿美元,同比增长6%;净利润32.62亿美元,上年同期净亏损19.93亿美元;净利润率为9.0%,上年同期净亏损率5.8%;摊薄后每股收益为0.81美元,上年同期亏损0.50美元。<img src=\"https://static.tigerbbs.com/e1c8718336d2c4c4c81aeb91c0d43876\" tg-width=\"754\" tg-height=\"788\" referrerpolicy=\"no-referrer\">按业务划分,该公司汽车业务营收为335.54亿美元,上年同期为313.42亿美元;福特信贷业务营收为26.63亿美元,上年同期为29.67亿美元;移动出行业务营收为1100万美元,同比持平。</p><p>经营活动产生的现金流为45亿美元,上年同期为负5亿美元。</p><p>一季度,福特汽车市场份额为5.3%,上年同期为6.0%。批发单位(wholesale units)为106.2万,同比下降6%;其中,中国市场批发单位为15万,同比增长85%。</p><p>福特汽车CFO John Lawler在财报中提到,3月瑞萨电子发生火灾加剧了半导体芯片供应状况,该公司认为,预计瑞萨的芯片流量问题将于第二季度开始恢复,并在今年剩余时间改善。</p><p>另外,该公司还表示,将成立一个命名为FordIonPark的全球电池中心,以加快电池和电池技术的研发,包括未来的电池制造。</p><p>展望未来,Lawler表示,由于芯片短缺,以及瑞萨电子火灾事件的影响,预计第二季度计划产量将减少约50%,2021年下半年计划产量将减少10%;今年的产量将减少约110万辆;2021全年调整后EBIT将在55-65亿美元之间,其中包括芯片问题带来的约25亿美元的不利因素,预计调整后自由现金流为5-15亿美元。</p><p>财报公布后,截至发稿,该股盘后跌3.22%,报12.03美元。<img src=\"https://static.tigerbbs.com/e70f966542ace3d4e1b77d43cb43fdec\" tg-width=\"691\" tg-height=\"527\" referrerpolicy=\"no-referrer\"></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>福特汽车Q1营收同比增长6%,芯片短缺将致产量减少</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n福特汽车Q1营收同比增长6%,芯片短缺将致产量减少\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-04-29 07:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美东时间4月28日盘后,<a href=\"https://laohu8.com/S/F\">福特汽车</a>公布了2021年第一季度财务业绩。数据显示,该公司Q1营收362.28亿美元,上年同期为343.20亿美元,同比增长6%;净利润32.62亿美元,上年同期净亏损19.93亿美元;净利润率为9.0%,上年同期净亏损率5.8%;摊薄后每股收益为0.81美元,上年同期亏损0.50美元。<img src=\"https://static.tigerbbs.com/e1c8718336d2c4c4c81aeb91c0d43876\" tg-width=\"754\" tg-height=\"788\" referrerpolicy=\"no-referrer\">按业务划分,该公司汽车业务营收为335.54亿美元,上年同期为313.42亿美元;福特信贷业务营收为26.63亿美元,上年同期为29.67亿美元;移动出行业务营收为1100万美元,同比持平。</p><p>经营活动产生的现金流为45亿美元,上年同期为负5亿美元。</p><p>一季度,福特汽车市场份额为5.3%,上年同期为6.0%。批发单位(wholesale units)为106.2万,同比下降6%;其中,中国市场批发单位为15万,同比增长85%。</p><p>福特汽车CFO John Lawler在财报中提到,3月瑞萨电子发生火灾加剧了半导体芯片供应状况,该公司认为,预计瑞萨的芯片流量问题将于第二季度开始恢复,并在今年剩余时间改善。</p><p>另外,该公司还表示,将成立一个命名为FordIonPark的全球电池中心,以加快电池和电池技术的研发,包括未来的电池制造。</p><p>展望未来,Lawler表示,由于芯片短缺,以及瑞萨电子火灾事件的影响,预计第二季度计划产量将减少约50%,2021年下半年计划产量将减少10%;今年的产量将减少约110万辆;2021全年调整后EBIT将在55-65亿美元之间,其中包括芯片问题带来的约25亿美元的不利因素,预计调整后自由现金流为5-15亿美元。</p><p>财报公布后,截至发稿,该股盘后跌3.22%,报12.03美元。<img src=\"https://static.tigerbbs.com/e70f966542ace3d4e1b77d43cb43fdec\" tg-width=\"691\" tg-height=\"527\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f5e8aba7de194dc92d26747c1cfec057","relate_stocks":{"159813":"芯片","F":"福特汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2131306540","content_text":"美东时间4月28日盘后,福特汽车公布了2021年第一季度财务业绩。数据显示,该公司Q1营收362.28亿美元,上年同期为343.20亿美元,同比增长6%;净利润32.62亿美元,上年同期净亏损19.93亿美元;净利润率为9.0%,上年同期净亏损率5.8%;摊薄后每股收益为0.81美元,上年同期亏损0.50美元。按业务划分,该公司汽车业务营收为335.54亿美元,上年同期为313.42亿美元;福特信贷业务营收为26.63亿美元,上年同期为29.67亿美元;移动出行业务营收为1100万美元,同比持平。经营活动产生的现金流为45亿美元,上年同期为负5亿美元。一季度,福特汽车市场份额为5.3%,上年同期为6.0%。批发单位(wholesale units)为106.2万,同比下降6%;其中,中国市场批发单位为15万,同比增长85%。福特汽车CFO John Lawler在财报中提到,3月瑞萨电子发生火灾加剧了半导体芯片供应状况,该公司认为,预计瑞萨的芯片流量问题将于第二季度开始恢复,并在今年剩余时间改善。另外,该公司还表示,将成立一个命名为FordIonPark的全球电池中心,以加快电池和电池技术的研发,包括未来的电池制造。展望未来,Lawler表示,由于芯片短缺,以及瑞萨电子火灾事件的影响,预计第二季度计划产量将减少约50%,2021年下半年计划产量将减少10%;今年的产量将减少约110万辆;2021全年调整后EBIT将在55-65亿美元之间,其中包括芯片问题带来的约25亿美元的不利因素,预计调整后自由现金流为5-15亿美元。财报公布后,截至发稿,该股盘后跌3.22%,报12.03美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":816,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":109025112,"gmtCreate":1619655722936,"gmtModify":1631885316223,"author":{"id":"3568934811138238","authorId":"3568934811138238","name":"onenorth打工人","avatar":"https://static.tigerbbs.com/a22a5c7c2aeaf3af663d7c889ce817a9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568934811138238","authorIdStr":"3568934811138238"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MA\">$万事达(MA)$</a>守得云开见月明","listText":"<a 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mu","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/100300364","repostId":"2130375785","repostType":4,"isVote":1,"tweetType":1,"viewCount":1341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":100092192,"gmtCreate":1619568495916,"gmtModify":1631884521072,"author":{"id":"3568934811138238","authorId":"3568934811138238","name":"onenorth打工人","avatar":"https://static.tigerbbs.com/a22a5c7c2aeaf3af663d7c889ce817a9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568934811138238","authorIdStr":"3568934811138238"},"themes":[],"htmlText":"没有谷歌强啊","listText":"没有谷歌强啊","text":"没有谷歌强啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/100092192","repostId":"1122860426","repostType":4,"isVote":1,"tweetType":1,"viewCount":1085,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":100096447,"gmtCreate":1619568471889,"gmtModify":1631893315095,"author":{"id":"3568934811138238","authorId":"3568934811138238","name":"onenorth打工人","avatar":"https://static.tigerbbs.com/a22a5c7c2aeaf3af663d7c889ce817a9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568934811138238","authorIdStr":"3568934811138238"},"themes":[],"htmlText":"看多芯片板块整体走势","listText":"看多芯片板块整体走势","text":"看多芯片板块整体走势","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/100096447","repostId":"1119272539","repostType":4,"repost":{"id":"1119272539","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619564996,"share":"https://www.laohu8.com/m/news/1119272539?lang=&edition=full","pubTime":"2021-04-28 07:09","market":"us","language":"zh","title":"AMD一季度收入超预期激增93%,二季度指引强劲","url":"https://stock-news.laohu8.com/highlight/detail?id=1119272539","media":"老虎资讯综合","summary":"$AMD$服务器-处理器业务单季收入再创新高,数据中心收入同比翻一倍多;二季度营收指引较市场预期至少高6.7%,将全年营收预期增速从37%升至50%。财报显示,美国芯片巨头AMD今年一季度收入和盈利均明显高于市场预期,二季度业绩指引也强于预期,暗示在个人电脑和服务器的旺盛需求刺激下,有望抢占劲敌$英特尔$的市场份额。财报公布后,AMD股价盘后跳涨,涨幅一度超过4%。","content":"<p><a href=\"https://laohu8.com/S/AMD\">AMD</a>服务器-处理器业务单季收入再创新高,数据中心收入同比翻一倍多;二季度营收指引较市场预期至少高6.7%,将全年营收预期增速从37%升至50%。股价盘后一度涨超4%。【<a href=\"https://ir.amd.com/news-events/press-releases/detail/998/amd-reports-first-quarter-2021-financial-results/\" target=\"_blank\">财报详情</a>】</p><p>财报显示,美国芯片巨头AMD今年一季度收入和盈利均明显高于市场预期,二季度业绩指引也强于预期,暗示在个人电脑和服务器的旺盛需求刺激下,有望抢占劲敌<a href=\"https://laohu8.com/S/INTC\">英特尔</a>的市场份额。</p><p>财报公布后,AMD股价盘后跳涨,涨幅一度超过4%。<img src=\"https://static.tigerbbs.com/b15f5c0999f6b99f08b4e683bfc0f1e8\" tg-width=\"708\" tg-height=\"526\" referrerpolicy=\"no-referrer\">美东时间27日周二美股盘后,AMD公布,一季度营业收入34.5亿美元,同比增长93%,较市场预期的32.1亿美元高7%以上;当季非美国通用会计准则(GAAP)下、经调整每股收益(EPS)为0.52美元,同比增长189%,较市场预期的0.44美元高18%;当季经调整净利润也同比增长189%,增至6.42亿美元。</p><p><img src=\"https://static.tigerbbs.com/b748ffeed87c92f2b174be5720bccc9a\" tg-width=\"786\" tg-height=\"236\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/92a0013dcd5a7d136850289385528a3c\" tg-width=\"1724\" tg-height=\"760\"></p><p>AMD非GAAP下季度财务数据</p><p>业绩指引方面,AMD预计二季度营收为35亿到37亿美元,同比增长约86%,环比增长4%,较市场预期的32.8亿美元至少高6.7%。</p><p>AMD称,二季度同比增长将是所有业务的增长,环比增长主要源于数据中心和游戏业务增长。今年全年,AMD预计营收将较去年增长约50%,增速高于上次的年度预期增速37%,也远高于市场预期增速39%。</p><p>财报公布后的电话会议上,AMD CEO苏姿丰表示,AMD的服务器-处理器业务单季收入再创新高, 数据中心的收入是去年同期的两倍多,Epyc(霄龙)处理器的销售收入同比翻了一倍多,连续两位数大涨,在新的云、企业和高性能计算(HPC)渠道强力推动下,AMD预计,数据中心产品的收入今年全年都将大幅增长。</p><p>有评论指出,AMD如此乐观的预期让人们想知道,在代工方<a href=\"https://laohu8.com/S/TSM\">台积电</a>对全行业供应短缺的形势下,AMD能否得到足够的芯片满足需求。</p><p>苏姿丰提到,AMD有良好的预见性,今年下半年有望增加供应,这支持了AMD上调业绩预期。她将上调营收预期归功于,预期HPC产品的应用增加,以及客户关系扩大。</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>AMD一季度收入超预期激增93%,二季度指引强劲</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD一季度收入超预期激增93%,二季度指引强劲\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-04-28 07:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/AMD\">AMD</a>服务器-处理器业务单季收入再创新高,数据中心收入同比翻一倍多;二季度营收指引较市场预期至少高6.7%,将全年营收预期增速从37%升至50%。股价盘后一度涨超4%。【<a href=\"https://ir.amd.com/news-events/press-releases/detail/998/amd-reports-first-quarter-2021-financial-results/\" target=\"_blank\">财报详情</a>】</p><p>财报显示,美国芯片巨头AMD今年一季度收入和盈利均明显高于市场预期,二季度业绩指引也强于预期,暗示在个人电脑和服务器的旺盛需求刺激下,有望抢占劲敌<a href=\"https://laohu8.com/S/INTC\">英特尔</a>的市场份额。</p><p>财报公布后,AMD股价盘后跳涨,涨幅一度超过4%。<img src=\"https://static.tigerbbs.com/b15f5c0999f6b99f08b4e683bfc0f1e8\" tg-width=\"708\" tg-height=\"526\" referrerpolicy=\"no-referrer\">美东时间27日周二美股盘后,AMD公布,一季度营业收入34.5亿美元,同比增长93%,较市场预期的32.1亿美元高7%以上;当季非美国通用会计准则(GAAP)下、经调整每股收益(EPS)为0.52美元,同比增长189%,较市场预期的0.44美元高18%;当季经调整净利润也同比增长189%,增至6.42亿美元。</p><p><img src=\"https://static.tigerbbs.com/b748ffeed87c92f2b174be5720bccc9a\" tg-width=\"786\" tg-height=\"236\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/92a0013dcd5a7d136850289385528a3c\" tg-width=\"1724\" tg-height=\"760\"></p><p>AMD非GAAP下季度财务数据</p><p>业绩指引方面,AMD预计二季度营收为35亿到37亿美元,同比增长约86%,环比增长4%,较市场预期的32.8亿美元至少高6.7%。</p><p>AMD称,二季度同比增长将是所有业务的增长,环比增长主要源于数据中心和游戏业务增长。今年全年,AMD预计营收将较去年增长约50%,增速高于上次的年度预期增速37%,也远高于市场预期增速39%。</p><p>财报公布后的电话会议上,AMD CEO苏姿丰表示,AMD的服务器-处理器业务单季收入再创新高, 数据中心的收入是去年同期的两倍多,Epyc(霄龙)处理器的销售收入同比翻了一倍多,连续两位数大涨,在新的云、企业和高性能计算(HPC)渠道强力推动下,AMD预计,数据中心产品的收入今年全年都将大幅增长。</p><p>有评论指出,AMD如此乐观的预期让人们想知道,在代工方<a href=\"https://laohu8.com/S/TSM\">台积电</a>对全行业供应短缺的形势下,AMD能否得到足够的芯片满足需求。</p><p>苏姿丰提到,AMD有良好的预见性,今年下半年有望增加供应,这支持了AMD上调业绩预期。她将上调营收预期归功于,预期HPC产品的应用增加,以及客户关系扩大。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a593d85be38c3aa543ab3056553101ff","relate_stocks":{"AMD":"美国超微公司"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119272539","content_text":"AMD服务器-处理器业务单季收入再创新高,数据中心收入同比翻一倍多;二季度营收指引较市场预期至少高6.7%,将全年营收预期增速从37%升至50%。股价盘后一度涨超4%。【财报详情】财报显示,美国芯片巨头AMD今年一季度收入和盈利均明显高于市场预期,二季度业绩指引也强于预期,暗示在个人电脑和服务器的旺盛需求刺激下,有望抢占劲敌英特尔的市场份额。财报公布后,AMD股价盘后跳涨,涨幅一度超过4%。美东时间27日周二美股盘后,AMD公布,一季度营业收入34.5亿美元,同比增长93%,较市场预期的32.1亿美元高7%以上;当季非美国通用会计准则(GAAP)下、经调整每股收益(EPS)为0.52美元,同比增长189%,较市场预期的0.44美元高18%;当季经调整净利润也同比增长189%,增至6.42亿美元。AMD非GAAP下季度财务数据业绩指引方面,AMD预计二季度营收为35亿到37亿美元,同比增长约86%,环比增长4%,较市场预期的32.8亿美元至少高6.7%。AMD称,二季度同比增长将是所有业务的增长,环比增长主要源于数据中心和游戏业务增长。今年全年,AMD预计营收将较去年增长约50%,增速高于上次的年度预期增速37%,也远高于市场预期增速39%。财报公布后的电话会议上,AMD CEO苏姿丰表示,AMD的服务器-处理器业务单季收入再创新高, 数据中心的收入是去年同期的两倍多,Epyc(霄龙)处理器的销售收入同比翻了一倍多,连续两位数大涨,在新的云、企业和高性能计算(HPC)渠道强力推动下,AMD预计,数据中心产品的收入今年全年都将大幅增长。有评论指出,AMD如此乐观的预期让人们想知道,在代工方台积电对全行业供应短缺的形势下,AMD能否得到足够的芯片满足需求。苏姿丰提到,AMD有良好的预见性,今年下半年有望增加供应,这支持了AMD上调业绩预期。她将上调营收预期归功于,预期HPC产品的应用增加,以及客户关系扩大。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374730094,"gmtCreate":1619480587818,"gmtModify":1631893315105,"author":{"id":"3568934811138238","authorId":"3568934811138238","name":"onenorth打工人","avatar":"https://static.tigerbbs.com/a22a5c7c2aeaf3af663d7c889ce817a9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568934811138238","authorIdStr":"3568934811138238"},"themes":[],"htmlText":"挤一挤水分抄底","listText":"挤一挤水分抄底","text":"挤一挤水分抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374730094","repostId":"1105071784","repostType":4,"repost":{"id":"1105071784","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619445112,"share":"https://www.laohu8.com/m/news/1105071784?lang=&edition=full","pubTime":"2021-04-26 21:51","market":"us","language":"zh","title":"美团ADR跌超6%,今日市场监管总局对美团立案调查","url":"https://stock-news.laohu8.com/highlight/detail?id=1105071784","media":"老虎资讯综合","summary":"周一盘中,美团ADR跌6.2%,今日市场监管总局根据举报依法对美团实施“二选一”等涉嫌垄断行为立案调查。","content":"<p>周一盘中,<a href=\"https://laohu8.com/S/03690\">美团</a>ADR跌6.2%,今日市场监管总局根据举报依法对美团实施“二选一”等涉嫌垄断行为立案调查。</p><p><img src=\"https://static.tigerbbs.com/d0052245f7f67e90418873ba45091a3c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>美团ADR跌超6%,今日市场监管总局对美团立案调查</title>\n<style 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href=\"https://laohu8.com/S/03690\">美团</a>ADR跌6.2%,今日市场监管总局根据举报依法对美团实施“二选一”等涉嫌垄断行为立案调查。</p><p><img src=\"https://static.tigerbbs.com/d0052245f7f67e90418873ba45091a3c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ac8ba300095aa1d7469e63485ef42d4c","relate_stocks":{"MPNGY":"美团ADR","03690":"美团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105071784","content_text":"周一盘中,美团ADR跌6.2%,今日市场监管总局根据举报依法对美团实施“二选一”等涉嫌垄断行为立案调查。","news_type":1},"isVote":1,"tweetType":1,"viewCount":881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374795417,"gmtCreate":1619480518739,"gmtModify":1631893315118,"author":{"id":"3568934811138238","authorId":"3568934811138238","name":"onenorth打工人","avatar":"https://static.tigerbbs.com/a22a5c7c2aeaf3af663d7c889ce817a9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568934811138238","authorIdStr":"3568934811138238"},"themes":[],"htmlText":"也就是说 赚钱靠的是比特币 不是电动车","listText":"也就是说 赚钱靠的是比特币 不是电动车","text":"也就是说 赚钱靠的是比特币 不是电动车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/374795417","repostId":"1108893648","repostType":4,"isVote":1,"tweetType":1,"viewCount":1106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}