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- nch777nch777
  ·2021-04-29
  [What] [Cool] Yeah
  25 Undervalued Stocks with Earnings Set to Beat Pre-Covid Levels in 2021<blockquote>25只被低估的股票，其盈利将在2021年超过新冠疫情前的水平</blockquote>
  SinceBarron’slast screened for European stocks whose earnings prospects may not be fully priced in,
  25 Undervalued Stocks with Earnings Set to Beat Pre-Covid Levels in 2021<blockquote>25只被低估的股票，其盈利将在2021年超过新冠疫情前的水平</blockquote>
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- nch777nch777
  ·2021-04-29
  [Miser]
  非常抱歉，此主贴已删除
  1,719 评论
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- nch777nch777
  ·2021-04-27
  Buy or?
  AMD vs. Taiwan Semiconductor Manufacturing<blockquote>AMD与台积电</blockquote>
  Aftereffects from the U.S.-China trade war and a boom in demand for tech hardware in the wake of the
  AMD vs. Taiwan Semiconductor Manufacturing<blockquote>AMD与台积电</blockquote>
  1,424 评论
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- nch777nch777
  ·2021-04-27
  [Miser]
  非常抱歉，此主贴已删除
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- nch777nch777
  ·2021-04-27
  [Smile] [Happy]
  AMD vs. Taiwan Semiconductor Manufacturing<blockquote>AMD与台积电</blockquote>
  Aftereffects from the U.S.-China trade war and a boom in demand for tech hardware in the wake of the
  AMD vs. Taiwan Semiconductor Manufacturing<blockquote>AMD与台积电</blockquote>
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[Cool] Yeah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109660574","repostId":"1161815718","repostType":4,"repost":{"id":"1161815718","kind":"news","pubTimestamp":1619685728,"share":"https://www.laohu8.com/m/news/1161815718?lang=zh_CN&edition=full","pubTime":"2021-04-29 16:42","market":"us","language":"en","title":"25 Undervalued Stocks with Earnings Set to Beat Pre-Covid Levels in 2021<blockquote>25只被低估的股票，其盈利将在2021年超过新冠疫情前的水平</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1161815718","media":"MarketWatch","summary":"SinceBarron’slast screened for European stocks whose earnings prospects may not be fully priced in, ","content":"<p>Since<i>Barron’s</i>last screened for European stocks whose earnings prospects may not be fully priced in, the pan-EuropeanStoxx 600has climbed to record highs despite much of the continent battling a third wave of Covid-19.</p><p><blockquote>自从<i>巴伦周刊</i>尽管欧洲大陆大部分地区正在与第三波Covid-19作斗争，但上次对其盈利前景可能尚未完全反映的欧洲股票进行筛选时，泛欧斯托克600指数已攀升至历史新高。</blockquote></p><p> The index is now up more than 10% year-to-date but there are signs that more gains could be ahead, with Europe’s economic recoveryyet to really get going. Initiallyslow vaccination rolloutsin many European countries are starting to gather pace, and the U.K. notably reopened large parts of the economy earlier this month.</p><p><blockquote>该指数今年迄今已上涨超过10%，但有迹象表明，随着欧洲经济复苏尚未真正开始，未来可能会有更多涨幅。许多欧洲国家最初缓慢的疫苗接种工作开始加快步伐，英国本月早些时候重新开放了大部分经济。</blockquote></p><p> Barclays’ European equity strategists devised a stock screen designed to find companies whose share price was lagging behind its earnings estimates. Their method screened for Stoxx 600 companies currently trading at least 5% below their levels at the end of 2019 and whose 2021 earnings per share, or EPS, estimates were above their pre-Covid 2019 EPS.</p><p><blockquote>巴克莱的欧洲股票策略师设计了一个股票屏幕，旨在寻找股价落后于其盈利预期的公司。他们的方法筛选了斯托克600指数公司，这些公司目前的交易价格比2019年底的水平至少低5%，并且其2021年每股收益(EPS)的预期高于新冠疫情爆发前的2019年EPS。</blockquote></p><p> “On this basis, consensus numbers suggest that the better earnings growth prospects of these stocks are not fully priced in, implying potentially attractive risk-reward ,” head of European equity strategy Emmanuel Cau said.</p><p><blockquote>欧洲股票策略主管Emmanuel Cau表示：“在此基础上，共识数据表明，这些股票更好的盈利增长前景并未完全反映在定价中，这意味着潜在的有吸引力的风险回报。”</blockquote></p><p> Following a similar approach,<i>Barron’s</i>screened the Stoxx 600 for stocks trading more than 10% below their levels at the end of 2019 and filtered for companies that trade for no more than 20 times forward earnings estimates. The screen used FactSet consensus estimates instead of Barclays consensus estimates. The companies must also have a market capitalization above $10 billion.</p><p><blockquote>按照类似的方法，<i>巴伦周刊</i>筛选了斯托克600指数中交易价格比2019年底水平低10%以上的股票，并筛选了交易价格不超过预期盈利预期20倍的公司。屏幕使用FactSet共识估计，而不是巴克莱共识估计。这些公司的市值还必须超过100亿美元。</blockquote></p><p> An earlier version of this screen at the end of Februarycontained 37 European companieswhose shares were more than 10% lower than their end-2019 levels.</p><p><blockquote>2月底的早期版本包含37家欧洲公司，其股价比2019年底的水平低10%以上。</blockquote></p><p> Since then, the index has jumped 6.8%, hitting record highs earlier this month. As a result the number of stocks in the screen dropped to 25 at the end of March and remains at 25 this time, with many departures down to rising share prices. However, there are still a number of stocks out there sitting below their 2019 levels but set to beat 2019 earnings this year—implying room for them to grow in the months ahead.</p><p><blockquote>自那以来，该指数已上涨6.8%，本月早些时候创下历史新高。结果，屏幕上的股票数量在3月底降至25只，这次仍保持在25只，其中许多股票因股价上涨而下跌。然而，仍有许多股票低于2019年的水平，但今年的盈利将超过2019年——这意味着它们在未来几个月还有增长空间。</blockquote></p><p> Stocks Lagging EstimatesCompanies in the Stoxx 600 whose stock currently trade 10% or more below end-2019 levels but with 2021 earnings estimates above those of 2019, with a P/E ratio under 20.</p><p><blockquote>落后于预期的股票斯托克600指数中的公司目前股价比2019年底水平低10%或以上，但2021年盈利预期高于2019年，市盈率低于20。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/62565546aefb0d11006e4b97a5746aea\" tg-width=\"930\" tg-height=\"736\"><img src=\"https://static.tigerbbs.com/b281e399475bb5ee78464c4d57b43c14\" tg-width=\"932\" tg-height=\"706\"></p><p><blockquote></blockquote></p><p> Four stocks have exited the screen: French telecoms companyOrange,insurance firmAxa,French defense groupThalesand Swiss-based Coke bottlerCoca-Cola HBC.&nbsp;Axa, Coca-Cola HBC and Thales have all seen their share prices rise in the past month, leading to their exit. Orange stock still remains 21% lower than it was at the end of 2019, but the telecoms giant’s 2021 EPS estimate has fallen in recent weeks, and is now expected to be flat compared to 2019.</p><p><blockquote>四只股票退出了屏幕：法国电信公司Orange、保险公司Maxa、法国国防集团泰雷兹和瑞士可口可乐装瓶商可口可乐HBC。安盛、可口可乐HBC和泰雷兹的股价在过去一个月都上涨，导致它们退出。Orange股价仍比2019年底低21%，但这家电信巨头对2021年每股收益的预期在最近几周有所下降，目前预计与2019年持平。</blockquote></p><p> Four companies have entered the screen: French insurerCNP Assurances,Swedish telecoms companyTelia,Swiss bankCredit Suisseand Norwegian oil-and-gas producerAker BP.Shares in both CNP and Telia have slipped over the past month to more than 10% lower than their end-2019 levels. Credit Suisse features because analysts now forecast the bank’s 2021 EPS to beat that of 2019, while Aker BP’s market value has risen above $10 billion for its first inclusion in the screen.</p><p><blockquote>四家公司进入了屏幕：法国保险公司CNP Assurances、瑞典电信公司Telia、瑞士银行Credit Suisse和挪威石油和天然气生产商Raker BP。过去一个月，CNP和Telia的股价均较2019年底的水平下跌10%以上。瑞士信贷之所以引人注目，是因为分析师现在预测该银行2021年的每股收益将超过2019年，而Aker BP的市值首次出现在屏幕上，已升至100亿美元以上。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>25 Undervalued Stocks with Earnings Set to Beat Pre-Covid Levels in 2021<blockquote>25只被低估的股票，其盈利将在2021年超过新冠疫情前的水平</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\">\n25 Undervalued Stocks with Earnings Set to Beat Pre-Covid Levels in 2021<blockquote>25只被低估的股票，其盈利将在2021年超过新冠疫情前的水平</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-04-29 16:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Since<i>Barron’s</i>last screened for European stocks whose earnings prospects may not be fully priced in, the pan-EuropeanStoxx 600has climbed to record highs despite much of the continent battling a third wave of Covid-19.</p><p><blockquote>自从<i>巴伦周刊</i>尽管欧洲大陆大部分地区正在与第三波Covid-19作斗争，但上次对其盈利前景可能尚未完全反映的欧洲股票进行筛选时，泛欧斯托克600指数已攀升至历史新高。</blockquote></p><p> The index is now up more than 10% year-to-date but there are signs that more gains could be ahead, with Europe’s economic recoveryyet to really get going. Initiallyslow vaccination rolloutsin many European countries are starting to gather pace, and the U.K. notably reopened large parts of the economy earlier this month.</p><p><blockquote>该指数今年迄今已上涨超过10%，但有迹象表明，随着欧洲经济复苏尚未真正开始，未来可能会有更多涨幅。许多欧洲国家最初缓慢的疫苗接种工作开始加快步伐，英国本月早些时候重新开放了大部分经济。</blockquote></p><p> Barclays’ European equity strategists devised a stock screen designed to find companies whose share price was lagging behind its earnings estimates. Their method screened for Stoxx 600 companies currently trading at least 5% below their levels at the end of 2019 and whose 2021 earnings per share, or EPS, estimates were above their pre-Covid 2019 EPS.</p><p><blockquote>巴克莱的欧洲股票策略师设计了一个股票屏幕，旨在寻找股价落后于其盈利预期的公司。他们的方法筛选了斯托克600指数公司，这些公司目前的交易价格比2019年底的水平至少低5%，并且其2021年每股收益(EPS)的预期高于新冠疫情爆发前的2019年EPS。</blockquote></p><p> “On this basis, consensus numbers suggest that the better earnings growth prospects of these stocks are not fully priced in, implying potentially attractive risk-reward ,” head of European equity strategy Emmanuel Cau said.</p><p><blockquote>欧洲股票策略主管Emmanuel Cau表示：“在此基础上，共识数据表明，这些股票更好的盈利增长前景并未完全反映在定价中，这意味着潜在的有吸引力的风险回报。”</blockquote></p><p> Following a similar approach,<i>Barron’s</i>screened the Stoxx 600 for stocks trading more than 10% below their levels at the end of 2019 and filtered for companies that trade for no more than 20 times forward earnings estimates. The screen used FactSet consensus estimates instead of Barclays consensus estimates. The companies must also have a market capitalization above $10 billion.</p><p><blockquote>按照类似的方法，<i>巴伦周刊</i>筛选了斯托克600指数中交易价格比2019年底水平低10%以上的股票，并筛选了交易价格不超过预期盈利预期20倍的公司。屏幕使用FactSet共识估计，而不是巴克莱共识估计。这些公司的市值还必须超过100亿美元。</blockquote></p><p> An earlier version of this screen at the end of Februarycontained 37 European companieswhose shares were more than 10% lower than their end-2019 levels.</p><p><blockquote>2月底的早期版本包含37家欧洲公司，其股价比2019年底的水平低10%以上。</blockquote></p><p> Since then, the index has jumped 6.8%, hitting record highs earlier this month. As a result the number of stocks in the screen dropped to 25 at the end of March and remains at 25 this time, with many departures down to rising share prices. However, there are still a number of stocks out there sitting below their 2019 levels but set to beat 2019 earnings this year—implying room for them to grow in the months ahead.</p><p><blockquote>自那以来，该指数已上涨6.8%，本月早些时候创下历史新高。结果，屏幕上的股票数量在3月底降至25只，这次仍保持在25只，其中许多股票因股价上涨而下跌。然而，仍有许多股票低于2019年的水平，但今年的盈利将超过2019年——这意味着它们在未来几个月还有增长空间。</blockquote></p><p> Stocks Lagging EstimatesCompanies in the Stoxx 600 whose stock currently trade 10% or more below end-2019 levels but with 2021 earnings estimates above those of 2019, with a P/E ratio under 20.</p><p><blockquote>落后于预期的股票斯托克600指数中的公司目前股价比2019年底水平低10%或以上，但2021年盈利预期高于2019年，市盈率低于20。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/62565546aefb0d11006e4b97a5746aea\" tg-width=\"930\" tg-height=\"736\"><img src=\"https://static.tigerbbs.com/b281e399475bb5ee78464c4d57b43c14\" tg-width=\"932\" tg-height=\"706\"></p><p><blockquote></blockquote></p><p> Four stocks have exited the screen: French telecoms companyOrange,insurance firmAxa,French defense groupThalesand Swiss-based Coke bottlerCoca-Cola HBC.&nbsp;Axa, Coca-Cola HBC and Thales have all seen their share prices rise in the past month, leading to their exit. Orange stock still remains 21% lower than it was at the end of 2019, but the telecoms giant’s 2021 EPS estimate has fallen in recent weeks, and is now expected to be flat compared to 2019.</p><p><blockquote>四只股票退出了屏幕：法国电信公司Orange、保险公司Maxa、法国国防集团泰雷兹和瑞士可口可乐装瓶商可口可乐HBC。安盛、可口可乐HBC和泰雷兹的股价在过去一个月都上涨，导致它们退出。Orange股价仍比2019年底低21%，但这家电信巨头对2021年每股收益的预期在最近几周有所下降，目前预计与2019年持平。</blockquote></p><p> Four companies have entered the screen: French insurerCNP Assurances,Swedish telecoms companyTelia,Swiss bankCredit Suisseand Norwegian oil-and-gas producerAker BP.Shares in both CNP and Telia have slipped over the past month to more than 10% lower than their end-2019 levels. Credit Suisse features because analysts now forecast the bank’s 2021 EPS to beat that of 2019, while Aker BP’s market value has risen above $10 billion for its first inclusion in the screen.</p><p><blockquote>四家公司进入了屏幕：法国保险公司CNP Assurances、瑞典电信公司Telia、瑞士银行Credit Suisse和挪威石油和天然气生产商Raker BP。过去一个月，CNP和Telia的股价均较2019年底的水平下跌10%以上。瑞士信贷之所以引人注目，是因为分析师现在预测该银行2021年的每股收益将超过2019年，而Aker BP的市值首次出现在屏幕上，已升至100亿美元以上。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/articles/25-undervalued-stocks-with-earnings-set-to-beat-pre-covid-levels-in-2021-51619641093?mod=mw_latestnews\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/articles/25-undervalued-stocks-with-earnings-set-to-beat-pre-covid-levels-in-2021-51619641093?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161815718","content_text":"SinceBarron’slast screened for European stocks whose earnings prospects may not be fully priced in, the pan-EuropeanStoxx 600has climbed to record highs despite much of the continent battling a third wave of Covid-19.\nThe index is now up more than 10% year-to-date but there are signs that more gains could be ahead, with Europe’s economic recoveryyet to really get going. Initiallyslow vaccination rolloutsin many European countries are starting to gather pace, and the U.K. notably reopened large parts of the economy earlier this month.\nBarclays’ European equity strategists devised a stock screen designed to find companies whose share price was lagging behind its earnings estimates. Their method screened for Stoxx 600 companies currently trading at least 5% below their levels at the end of 2019 and whose 2021 earnings per share, or EPS, estimates were above their pre-Covid 2019 EPS.\n“On this basis, consensus numbers suggest that the better earnings growth prospects of these stocks are not fully priced in, implying potentially attractive risk-reward ,” head of European equity strategy Emmanuel Cau said.\nFollowing a similar approach,Barron’sscreened the Stoxx 600 for stocks trading more than 10% below their levels at the end of 2019 and filtered for companies that trade for no more than 20 times forward earnings estimates. The screen used FactSet consensus estimates instead of Barclays consensus estimates. The companies must also have a market capitalization above $10 billion.\nAn earlier version of this screen at the end of Februarycontained 37 European companieswhose shares were more than 10% lower than their end-2019 levels.\nSince then, the index has jumped 6.8%, hitting record highs earlier this month. As a result the number of stocks in the screen dropped to 25 at the end of March and remains at 25 this time, with many departures down to rising share prices. However, there are still a number of stocks out there sitting below their 2019 levels but set to beat 2019 earnings this year—implying room for them to grow in the months ahead.\nStocks Lagging EstimatesCompanies in the Stoxx 600 whose stock currently trade 10% or more below end-2019 levels but with 2021 earnings estimates above those of 2019, with a P/E ratio under 20.\n\nFour stocks have exited the screen: French telecoms companyOrange,insurance firmAxa,French defense groupThalesand Swiss-based Coke bottlerCoca-Cola HBC. Axa, Coca-Cola HBC and Thales have all seen their share prices rise in the past month, leading to their exit. Orange stock still remains 21% lower than it was at the end of 2019, but the telecoms giant’s 2021 EPS estimate has fallen in recent weeks, and is now expected to be flat compared to 2019.\nFour companies have entered the screen: French insurerCNP Assurances,Swedish telecoms companyTelia,Swiss bankCredit Suisseand Norwegian oil-and-gas producerAker BP.Shares in both CNP and Telia have slipped over the past month to more than 10% lower than their end-2019 levels. Credit Suisse features because analysts now forecast the bank’s 2021 EPS to beat that of 2019, while Aker BP’s market value has risen above $10 billion for its first inclusion in the screen.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1949,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109686522,"gmtCreate":1619691221266,"gmtModify":1634210698523,"author":{"id":"3569026075543071","authorId":"3569026075543071","name":"nch777","avatar":"https://static.tigerbbs.com/1a55540cb103b2890f43ffcb3394b67d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569026075543071","idStr":"3569026075543071"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109686522","repostId":"1169393759","repostType":4,"isVote":1,"tweetType":1,"viewCount":1719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374541676,"gmtCreate":1619468916395,"gmtModify":1634273277467,"author":{"id":"3569026075543071","authorId":"3569026075543071","name":"nch777","avatar":"https://static.tigerbbs.com/1a55540cb103b2890f43ffcb3394b67d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569026075543071","idStr":"3569026075543071"},"themes":[],"htmlText":"Buy or?","listText":"Buy or?","text":"Buy or?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374541676","repostId":"1178642470","repostType":4,"repost":{"id":"1178642470","kind":"news","pubTimestamp":1619446168,"share":"https://www.laohu8.com/m/news/1178642470?lang=zh_CN&edition=full","pubTime":"2021-04-26 22:09","market":"us","language":"en","title":"AMD vs. Taiwan Semiconductor Manufacturing<blockquote>AMD与台积电</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178642470","media":"Motley Fool","summary":"Aftereffects from the U.S.-China trade war and a boom in demand for tech hardware in the wake of the","content":"<p>Aftereffects from the U.S.-China trade war and a boom in demand for tech hardware in the wake of the pandemic last year have semiconductor stocks flying high. Chip manufacturers can't keep up at the moment, and a global chip shortage is looking likely for at least the remainder of 2021.</p><p><blockquote>中美贸易战的余波以及去年大流行后对科技硬件需求的激增导致半导体股飙升。芯片制造商目前跟不上，至少在2021年剩余时间里，全球芯片短缺似乎是可能的。</blockquote></p><p> Two top plays on the industry are<b>Advanced Micro Devices</b>(NASDAQ:AMD)and<b>Taiwan Semiconductor Manufacturing</b>(NYSE:TSM), but one looks like a better buy right now.</p><p><blockquote>该行业的两个顶级游戏是<b>先进微设备公司</b>（纳斯达克：AMD）和<b>台积电</b>（纽约证券交易所股票代码：TSM），但现在看起来更值得购买。</blockquote></p><p> One of these chip companies is not like the others</p><p><blockquote>其中一家芯片公司与其他公司不同</blockquote></p><p> Why compare these two stocks? Many investors might forget that AMDspun off its fabrication business, GlobalFoundries, over a decade ago. AMD is one of many chip research and design companies. When it comes to actual manufacturing, it taps a company like GlobalFoundries or TSMC to fabricate its chip creations. AMD and TSMC are thus two different ways to invest in the same trend.</p><p><blockquote>为什么要比较这两只股票？许多投资者可能忘记了AMD在十多年前剥离了其制造业务GlobalFoundries。AMD是众多芯片研究和设计公司之一。在实际制造方面，它会聘请GlobalFoundries或台积电等公司来制造其芯片产品。因此，AMD和台积电是投资同一趋势的两种不同方式。</blockquote></p><p> There's another key difference: AMD is a small scrappy company competing against giants like<b>Intel</b>&nbsp;and<b>NVIDIA</b>. It's been successfully scooping up market share in recent years -- especially against \"chipzilla\" Intel -- and has enjoyed rising profit margins as a result. AMD'spending acquisition of<b>Xilinx</b>looks to build on this trend.</p><p><blockquote>还有另一个关键区别：AMD是一家斗志昂扬的小公司，与这样的巨头竞争<b>英特尔</b>和<b>英伟达</b>近年来，它成功地抢占了市场份额——尤其是与“芯片巨头”英特尔的竞争——并因此享受到了不断上升的利润率。AMD斥资收购<b>Xilinx</b>希望在这一趋势的基础上再接再厉。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/41e881952caa964f0a3891c5b34b67c6\" tg-width=\"720\" tg-height=\"449\"></p><p><blockquote></blockquote></p><p> By contrast, TSMC is an industry juggernaut. It passed up Intel a couple of years ago and is now the largest chip fab in the world -- by a wide margin. The company claims its $45.6 billion in sales in 2020 gives it some 57% global market share of the chip manufacturing market. TSMC has been able to claim this dominant role in worldwide chip fab and distribution due to its advanced manufacturing tech. Its fabs handle the smallest and most powerful semiconductors around powering trends like AI and 5G. It's also a highly profitable company (though profit margins fluctuate as manufacturing supply and demand ebbs and flows) and pays a dividend that currently yields 1.5% a year.</p><p><blockquote>相比之下，台积电是行业巨头。几年前，它超越了英特尔，现在是世界上最大的芯片工厂——遥遥领先。该公司声称，其2020年456亿美元的销售额使其在芯片制造市场占据了约57%的全球市场份额。由于其先进的制造技术，台积电能够在全球芯片制造和分销中占据主导地位。其晶圆厂处理最小、最强大的半导体，为人工智能和5G等趋势提供动力。它也是一家高利润的公司（尽管利润率会随着制造业供需的起伏而波动），目前每年支付1.5%的股息。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2c1fe5cc4f841c873e12d343eeb6c2c7\" tg-width=\"720\" tg-height=\"449\"></p><p><blockquote></blockquote></p><p> Put another way, AMD (which doesn't dole out a dividend) is more of a high-growth stock, while TSMC is a slower-growth company (relatively speaking) with a more stable business and a dividend payment. That alone might help you decide which is the better long-term stock for you -- one with high growth potential (but that is more volatile) versus a dividend-paying business.</p><p><blockquote>换句话说，AMD（不派发股息）更多的是一只高增长股票，而台积电是一家增长较慢的公司（相对而言），业务和股息支付更稳定。仅此一点就可能帮助您决定哪只股票更适合您——具有高增长潜力（但波动性更大）的股票与支付股息的企业。</blockquote></p><p> The better chip deal of the moment</p><p><blockquote>当下更好的芯片交易</blockquote></p><p> Nevertheless, there's more to the story here that might affect your decision, and it has to do with the aforementioned AMD takeover of Xilinx. At 57 times trailing-12-month free cash flow and 25 times one-year forward expected earnings, TSMC has a premium price tag for a company with slower growth potential. Granted, the company's outlook for 26% year-over-year sales growth in the second quarter of 2021 is nothing to balk at. But lofty expectations are priced into the current share price (and TSMC stock price is up over 120% in the last 12 months).</p><p><blockquote>然而，这里还有更多可能会影响您的决定，这与前面提到的AMD收购Xilinx有关。台积电过去12个月自由现金流的市盈率为57倍，一年预期市盈率为25倍，对于一家增长潜力较慢的公司来说，台积电的股价较高。诚然，该公司2021年第二季度销售额同比增长26%的前景不容乐观。但高期望已反映在当前股价中（台积电股价在过去12个月内上涨了120%以上）。</blockquote></p><p> By contrast, AMD share prices have basically flatlined since late last summer and are up \"only\" 50% in the last year. It's a more \"expensive\" stock at 124 times trailing-12-month free cash flow, but just 31 times one-year forward expected earnings. Good things are expected here after the highly profitable Xilinx is added to the fold. Xilinx has hauled in nearly $3.1 billion in revenue over the last year, which will boost AMD's overall sales by a third. But even without Xilinx, AMD management said it expects its first-quarter 2021 sales to surge about 79% year over year as it picks up more share of the PC and data center design markets.</p><p><blockquote>相比之下，AMD股价自去年夏末以来基本持平，去年“仅”上涨了50%。这是一只更“昂贵”的股票，是过去12个月自由现金流的124倍，但仅是一年预期收益的31倍。在高利润的赛灵思加入后，预计会有好的事情发生。Xilinx去年的收入接近31亿美元，这将使AMD的整体销售额增长三分之一。但即使没有赛灵思，AMD管理层表示，随着在PC和数据中心设计市场获得更多份额，预计其2021年第一季度销售额将同比飙升约79%。</blockquote></p><p> The result? AMD actually looks pretty cheap as the Xilinx acquisition still doesn't appear to be fully reflected in the current share price. Over the long term, I think AMD stock will be a wilder ride than Taiwan Semiconductor, but there's lots of growth potential here. Thanks to the chip supply shortage,semiconductorsare a hot investment theme -- and AMD looks like a great pick right now.</p><p><blockquote>结果呢？AMD实际上看起来相当便宜，因为Xilinx的收购似乎仍然没有完全反映在当前的股价中。从长远来看，我认为AMD的股票将比台积电更狂野，但这里有很大的增长潜力。由于芯片供应短缺，半导体成为热门投资主题，而AMD目前看起来是一个不错的选择。</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>AMD vs. Taiwan Semiconductor Manufacturing<blockquote>AMD与台积电</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\">\nAMD vs. Taiwan Semiconductor Manufacturing<blockquote>AMD与台积电</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-04-26 22:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Aftereffects from the U.S.-China trade war and a boom in demand for tech hardware in the wake of the pandemic last year have semiconductor stocks flying high. Chip manufacturers can't keep up at the moment, and a global chip shortage is looking likely for at least the remainder of 2021.</p><p><blockquote>中美贸易战的余波以及去年大流行后对科技硬件需求的激增导致半导体股飙升。芯片制造商目前跟不上，至少在2021年剩余时间里，全球芯片短缺似乎是可能的。</blockquote></p><p> Two top plays on the industry are<b>Advanced Micro Devices</b>(NASDAQ:AMD)and<b>Taiwan Semiconductor Manufacturing</b>(NYSE:TSM), but one looks like a better buy right now.</p><p><blockquote>该行业的两个顶级游戏是<b>先进微设备公司</b>（纳斯达克：AMD）和<b>台积电</b>（纽约证券交易所股票代码：TSM），但现在看起来更值得购买。</blockquote></p><p> One of these chip companies is not like the others</p><p><blockquote>其中一家芯片公司与其他公司不同</blockquote></p><p> Why compare these two stocks? Many investors might forget that AMDspun off its fabrication business, GlobalFoundries, over a decade ago. AMD is one of many chip research and design companies. When it comes to actual manufacturing, it taps a company like GlobalFoundries or TSMC to fabricate its chip creations. AMD and TSMC are thus two different ways to invest in the same trend.</p><p><blockquote>为什么要比较这两只股票？许多投资者可能忘记了AMD在十多年前剥离了其制造业务GlobalFoundries。AMD是众多芯片研究和设计公司之一。在实际制造方面，它会聘请GlobalFoundries或台积电等公司来制造其芯片产品。因此，AMD和台积电是投资同一趋势的两种不同方式。</blockquote></p><p> There's another key difference: AMD is a small scrappy company competing against giants like<b>Intel</b>&nbsp;and<b>NVIDIA</b>. It's been successfully scooping up market share in recent years -- especially against \"chipzilla\" Intel -- and has enjoyed rising profit margins as a result. AMD'spending acquisition of<b>Xilinx</b>looks to build on this trend.</p><p><blockquote>还有另一个关键区别：AMD是一家斗志昂扬的小公司，与这样的巨头竞争<b>英特尔</b>和<b>英伟达</b>近年来，它成功地抢占了市场份额——尤其是与“芯片巨头”英特尔的竞争——并因此享受到了不断上升的利润率。AMD斥资收购<b>Xilinx</b>希望在这一趋势的基础上再接再厉。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/41e881952caa964f0a3891c5b34b67c6\" tg-width=\"720\" tg-height=\"449\"></p><p><blockquote></blockquote></p><p> By contrast, TSMC is an industry juggernaut. It passed up Intel a couple of years ago and is now the largest chip fab in the world -- by a wide margin. The company claims its $45.6 billion in sales in 2020 gives it some 57% global market share of the chip manufacturing market. TSMC has been able to claim this dominant role in worldwide chip fab and distribution due to its advanced manufacturing tech. Its fabs handle the smallest and most powerful semiconductors around powering trends like AI and 5G. It's also a highly profitable company (though profit margins fluctuate as manufacturing supply and demand ebbs and flows) and pays a dividend that currently yields 1.5% a year.</p><p><blockquote>相比之下，台积电是行业巨头。几年前，它超越了英特尔，现在是世界上最大的芯片工厂——遥遥领先。该公司声称，其2020年456亿美元的销售额使其在芯片制造市场占据了约57%的全球市场份额。由于其先进的制造技术，台积电能够在全球芯片制造和分销中占据主导地位。其晶圆厂处理最小、最强大的半导体，为人工智能和5G等趋势提供动力。它也是一家高利润的公司（尽管利润率会随着制造业供需的起伏而波动），目前每年支付1.5%的股息。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2c1fe5cc4f841c873e12d343eeb6c2c7\" tg-width=\"720\" tg-height=\"449\"></p><p><blockquote></blockquote></p><p> Put another way, AMD (which doesn't dole out a dividend) is more of a high-growth stock, while TSMC is a slower-growth company (relatively speaking) with a more stable business and a dividend payment. That alone might help you decide which is the better long-term stock for you -- one with high growth potential (but that is more volatile) versus a dividend-paying business.</p><p><blockquote>换句话说，AMD（不派发股息）更多的是一只高增长股票，而台积电是一家增长较慢的公司（相对而言），业务和股息支付更稳定。仅此一点就可能帮助您决定哪只股票更适合您——具有高增长潜力（但波动性更大）的股票与支付股息的企业。</blockquote></p><p> The better chip deal of the moment</p><p><blockquote>当下更好的芯片交易</blockquote></p><p> Nevertheless, there's more to the story here that might affect your decision, and it has to do with the aforementioned AMD takeover of Xilinx. At 57 times trailing-12-month free cash flow and 25 times one-year forward expected earnings, TSMC has a premium price tag for a company with slower growth potential. Granted, the company's outlook for 26% year-over-year sales growth in the second quarter of 2021 is nothing to balk at. But lofty expectations are priced into the current share price (and TSMC stock price is up over 120% in the last 12 months).</p><p><blockquote>然而，这里还有更多可能会影响您的决定，这与前面提到的AMD收购Xilinx有关。台积电过去12个月自由现金流的市盈率为57倍，一年预期市盈率为25倍，对于一家增长潜力较慢的公司来说，台积电的股价较高。诚然，该公司2021年第二季度销售额同比增长26%的前景不容乐观。但高期望已反映在当前股价中（台积电股价在过去12个月内上涨了120%以上）。</blockquote></p><p> By contrast, AMD share prices have basically flatlined since late last summer and are up \"only\" 50% in the last year. It's a more \"expensive\" stock at 124 times trailing-12-month free cash flow, but just 31 times one-year forward expected earnings. Good things are expected here after the highly profitable Xilinx is added to the fold. Xilinx has hauled in nearly $3.1 billion in revenue over the last year, which will boost AMD's overall sales by a third. But even without Xilinx, AMD management said it expects its first-quarter 2021 sales to surge about 79% year over year as it picks up more share of the PC and data center design markets.</p><p><blockquote>相比之下，AMD股价自去年夏末以来基本持平，去年“仅”上涨了50%。这是一只更“昂贵”的股票，是过去12个月自由现金流的124倍，但仅是一年预期收益的31倍。在高利润的赛灵思加入后，预计会有好的事情发生。Xilinx去年的收入接近31亿美元，这将使AMD的整体销售额增长三分之一。但即使没有赛灵思，AMD管理层表示，随着在PC和数据中心设计市场获得更多份额，预计其2021年第一季度销售额将同比飙升约79%。</blockquote></p><p> The result? AMD actually looks pretty cheap as the Xilinx acquisition still doesn't appear to be fully reflected in the current share price. Over the long term, I think AMD stock will be a wilder ride than Taiwan Semiconductor, but there's lots of growth potential here. Thanks to the chip supply shortage,semiconductorsare a hot investment theme -- and AMD looks like a great pick right now.</p><p><blockquote>结果呢？AMD实际上看起来相当便宜，因为Xilinx的收购似乎仍然没有完全反映在当前的股价中。从长远来看，我认为AMD的股票将比台积电更狂野，但这里有很大的增长潜力。由于芯片供应短缺，半导体成为热门投资主题，而AMD目前看起来是一个不错的选择。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/04/26/better-buy-amd-vs-taiwan-semiconductor-manufacturi/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","TSM":"台积电"},"source_url":"https://www.fool.com/investing/2021/04/26/better-buy-amd-vs-taiwan-semiconductor-manufacturi/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178642470","content_text":"Aftereffects from the U.S.-China trade war and a boom in demand for tech hardware in the wake of the pandemic last year have semiconductor stocks flying high. Chip manufacturers can't keep up at the moment, and a global chip shortage is looking likely for at least the remainder of 2021.\nTwo top plays on the industry areAdvanced Micro Devices(NASDAQ:AMD)andTaiwan Semiconductor Manufacturing(NYSE:TSM), but one looks like a better buy right now.\nOne of these chip companies is not like the others\nWhy compare these two stocks? Many investors might forget that AMDspun off its fabrication business, GlobalFoundries, over a decade ago. AMD is one of many chip research and design companies. When it comes to actual manufacturing, it taps a company like GlobalFoundries or TSMC to fabricate its chip creations. AMD and TSMC are thus two different ways to invest in the same trend.\nThere's another key difference: AMD is a small scrappy company competing against giants likeIntel andNVIDIA. It's been successfully scooping up market share in recent years -- especially against \"chipzilla\" Intel -- and has enjoyed rising profit margins as a result. AMD'spending acquisition ofXilinxlooks to build on this trend.\n\nBy contrast, TSMC is an industry juggernaut. It passed up Intel a couple of years ago and is now the largest chip fab in the world -- by a wide margin. The company claims its $45.6 billion in sales in 2020 gives it some 57% global market share of the chip manufacturing market. TSMC has been able to claim this dominant role in worldwide chip fab and distribution due to its advanced manufacturing tech. Its fabs handle the smallest and most powerful semiconductors around powering trends like AI and 5G. It's also a highly profitable company (though profit margins fluctuate as manufacturing supply and demand ebbs and flows) and pays a dividend that currently yields 1.5% a year.\n\nPut another way, AMD (which doesn't dole out a dividend) is more of a high-growth stock, while TSMC is a slower-growth company (relatively speaking) with a more stable business and a dividend payment. That alone might help you decide which is the better long-term stock for you -- one with high growth potential (but that is more volatile) versus a dividend-paying business.\nThe better chip deal of the moment\nNevertheless, there's more to the story here that might affect your decision, and it has to do with the aforementioned AMD takeover of Xilinx. At 57 times trailing-12-month free cash flow and 25 times one-year forward expected earnings, TSMC has a premium price tag for a company with slower growth potential. Granted, the company's outlook for 26% year-over-year sales growth in the second quarter of 2021 is nothing to balk at. But lofty expectations are priced into the current share price (and TSMC stock price is up over 120% in the last 12 months).\nBy contrast, AMD share prices have basically flatlined since late last summer and are up \"only\" 50% in the last year. It's a more \"expensive\" stock at 124 times trailing-12-month free cash flow, but just 31 times one-year forward expected earnings. Good things are expected here after the highly profitable Xilinx is added to the fold. Xilinx has hauled in nearly $3.1 billion in revenue over the last year, which will boost AMD's overall sales by a third. But even without Xilinx, AMD management said it expects its first-quarter 2021 sales to surge about 79% year over year as it picks up more share of the PC and data center design markets.\nThe result? AMD actually looks pretty cheap as the Xilinx acquisition still doesn't appear to be fully reflected in the current share price. Over the long term, I think AMD stock will be a wilder ride than Taiwan Semiconductor, but there's lots of growth potential here. Thanks to the chip supply shortage,semiconductorsare a hot investment theme -- and AMD looks like a great pick right now.","news_type":1,"symbols_score_info":{"TSM":0.9,"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":1424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374541834,"gmtCreate":1619468877028,"gmtModify":1634273277587,"author":{"id":"3569026075543071","authorId":"3569026075543071","name":"nch777","avatar":"https://static.tigerbbs.com/1a55540cb103b2890f43ffcb3394b67d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569026075543071","idStr":"3569026075543071"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374541834","repostId":"1119741842","repostType":4,"isVote":1,"tweetType":1,"viewCount":1893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374541999,"gmtCreate":1619468831811,"gmtModify":1634273277706,"author":{"id":"3569026075543071","authorId":"3569026075543071","name":"nch777","avatar":"https://static.tigerbbs.com/1a55540cb103b2890f43ffcb3394b67d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569026075543071","idStr":"3569026075543071"},"themes":[],"htmlText":"[Smile]&nbsp;[Happy]&nbsp;","listText":"[Smile]&nbsp;[Happy]&nbsp;","text":"[Smile] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374541999","repostId":"1178642470","repostType":4,"repost":{"id":"1178642470","kind":"news","pubTimestamp":1619446168,"share":"https://www.laohu8.com/m/news/1178642470?lang=zh_CN&edition=full","pubTime":"2021-04-26 22:09","market":"us","language":"en","title":"AMD vs. Taiwan Semiconductor Manufacturing<blockquote>AMD与台积电</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178642470","media":"Motley Fool","summary":"Aftereffects from the U.S.-China trade war and a boom in demand for tech hardware in the wake of the","content":"<p>Aftereffects from the U.S.-China trade war and a boom in demand for tech hardware in the wake of the pandemic last year have semiconductor stocks flying high. Chip manufacturers can't keep up at the moment, and a global chip shortage is looking likely for at least the remainder of 2021.</p><p><blockquote>中美贸易战的余波以及去年大流行后对科技硬件需求的激增导致半导体股飙升。芯片制造商目前跟不上，至少在2021年剩余时间里，全球芯片短缺似乎是可能的。</blockquote></p><p> Two top plays on the industry are<b>Advanced Micro Devices</b>(NASDAQ:AMD)and<b>Taiwan Semiconductor Manufacturing</b>(NYSE:TSM), but one looks like a better buy right now.</p><p><blockquote>该行业的两个顶级游戏是<b>先进微设备公司</b>（纳斯达克：AMD）和<b>台积电</b>（纽约证券交易所股票代码：TSM），但现在看起来更值得购买。</blockquote></p><p> One of these chip companies is not like the others</p><p><blockquote>其中一家芯片公司与其他公司不同</blockquote></p><p> Why compare these two stocks? Many investors might forget that AMDspun off its fabrication business, GlobalFoundries, over a decade ago. AMD is one of many chip research and design companies. When it comes to actual manufacturing, it taps a company like GlobalFoundries or TSMC to fabricate its chip creations. AMD and TSMC are thus two different ways to invest in the same trend.</p><p><blockquote>为什么要比较这两只股票？许多投资者可能忘记了AMD在十多年前剥离了其制造业务GlobalFoundries。AMD是众多芯片研究和设计公司之一。在实际制造方面，它会聘请GlobalFoundries或台积电等公司来制造其芯片产品。因此，AMD和台积电是投资同一趋势的两种不同方式。</blockquote></p><p> There's another key difference: AMD is a small scrappy company competing against giants like<b>Intel</b>&nbsp;and<b>NVIDIA</b>. It's been successfully scooping up market share in recent years -- especially against \"chipzilla\" Intel -- and has enjoyed rising profit margins as a result. AMD'spending acquisition of<b>Xilinx</b>looks to build on this trend.</p><p><blockquote>还有另一个关键区别：AMD是一家斗志昂扬的小公司，与这样的巨头竞争<b>英特尔</b>和<b>英伟达</b>近年来，它成功地抢占了市场份额——尤其是与“芯片巨头”英特尔的竞争——并因此享受到了不断上升的利润率。AMD斥资收购<b>Xilinx</b>希望在这一趋势的基础上再接再厉。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/41e881952caa964f0a3891c5b34b67c6\" tg-width=\"720\" tg-height=\"449\"></p><p><blockquote></blockquote></p><p> By contrast, TSMC is an industry juggernaut. It passed up Intel a couple of years ago and is now the largest chip fab in the world -- by a wide margin. The company claims its $45.6 billion in sales in 2020 gives it some 57% global market share of the chip manufacturing market. TSMC has been able to claim this dominant role in worldwide chip fab and distribution due to its advanced manufacturing tech. Its fabs handle the smallest and most powerful semiconductors around powering trends like AI and 5G. It's also a highly profitable company (though profit margins fluctuate as manufacturing supply and demand ebbs and flows) and pays a dividend that currently yields 1.5% a year.</p><p><blockquote>相比之下，台积电是行业巨头。几年前，它超越了英特尔，现在是世界上最大的芯片工厂——遥遥领先。该公司声称，其2020年456亿美元的销售额使其在芯片制造市场占据了约57%的全球市场份额。由于其先进的制造技术，台积电能够在全球芯片制造和分销中占据主导地位。其晶圆厂处理最小、最强大的半导体，为人工智能和5G等趋势提供动力。它也是一家高利润的公司（尽管利润率会随着制造业供需的起伏而波动），目前每年支付1.5%的股息。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2c1fe5cc4f841c873e12d343eeb6c2c7\" tg-width=\"720\" tg-height=\"449\"></p><p><blockquote></blockquote></p><p> Put another way, AMD (which doesn't dole out a dividend) is more of a high-growth stock, while TSMC is a slower-growth company (relatively speaking) with a more stable business and a dividend payment. That alone might help you decide which is the better long-term stock for you -- one with high growth potential (but that is more volatile) versus a dividend-paying business.</p><p><blockquote>换句话说，AMD（不派发股息）更多的是一只高增长股票，而台积电是一家增长较慢的公司（相对而言），业务和股息支付更稳定。仅此一点就可能帮助您决定哪只股票更适合您——具有高增长潜力（但波动性更大）的股票与支付股息的企业。</blockquote></p><p> The better chip deal of the moment</p><p><blockquote>当下更好的芯片交易</blockquote></p><p> Nevertheless, there's more to the story here that might affect your decision, and it has to do with the aforementioned AMD takeover of Xilinx. At 57 times trailing-12-month free cash flow and 25 times one-year forward expected earnings, TSMC has a premium price tag for a company with slower growth potential. Granted, the company's outlook for 26% year-over-year sales growth in the second quarter of 2021 is nothing to balk at. But lofty expectations are priced into the current share price (and TSMC stock price is up over 120% in the last 12 months).</p><p><blockquote>然而，这里还有更多可能会影响您的决定，这与前面提到的AMD收购Xilinx有关。台积电过去12个月自由现金流的市盈率为57倍，一年预期市盈率为25倍，对于一家增长潜力较慢的公司来说，台积电的股价较高。诚然，该公司2021年第二季度销售额同比增长26%的前景不容乐观。但高期望已反映在当前股价中（台积电股价在过去12个月内上涨了120%以上）。</blockquote></p><p> By contrast, AMD share prices have basically flatlined since late last summer and are up \"only\" 50% in the last year. It's a more \"expensive\" stock at 124 times trailing-12-month free cash flow, but just 31 times one-year forward expected earnings. Good things are expected here after the highly profitable Xilinx is added to the fold. Xilinx has hauled in nearly $3.1 billion in revenue over the last year, which will boost AMD's overall sales by a third. But even without Xilinx, AMD management said it expects its first-quarter 2021 sales to surge about 79% year over year as it picks up more share of the PC and data center design markets.</p><p><blockquote>相比之下，AMD股价自去年夏末以来基本持平，去年“仅”上涨了50%。这是一只更“昂贵”的股票，是过去12个月自由现金流的124倍，但仅是一年预期收益的31倍。在高利润的赛灵思加入后，预计会有好的事情发生。Xilinx去年的收入接近31亿美元，这将使AMD的整体销售额增长三分之一。但即使没有赛灵思，AMD管理层表示，随着在PC和数据中心设计市场获得更多份额，预计其2021年第一季度销售额将同比飙升约79%。</blockquote></p><p> The result? AMD actually looks pretty cheap as the Xilinx acquisition still doesn't appear to be fully reflected in the current share price. Over the long term, I think AMD stock will be a wilder ride than Taiwan Semiconductor, but there's lots of growth potential here. Thanks to the chip supply shortage,semiconductorsare a hot investment theme -- and AMD looks like a great pick right now.</p><p><blockquote>结果呢？AMD实际上看起来相当便宜，因为Xilinx的收购似乎仍然没有完全反映在当前的股价中。从长远来看，我认为AMD的股票将比台积电更狂野，但这里有很大的增长潜力。由于芯片供应短缺，半导体成为热门投资主题，而AMD目前看起来是一个不错的选择。</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>AMD vs. Taiwan Semiconductor Manufacturing<blockquote>AMD与台积电</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\">\nAMD vs. Taiwan Semiconductor Manufacturing<blockquote>AMD与台积电</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-04-26 22:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Aftereffects from the U.S.-China trade war and a boom in demand for tech hardware in the wake of the pandemic last year have semiconductor stocks flying high. Chip manufacturers can't keep up at the moment, and a global chip shortage is looking likely for at least the remainder of 2021.</p><p><blockquote>中美贸易战的余波以及去年大流行后对科技硬件需求的激增导致半导体股飙升。芯片制造商目前跟不上，至少在2021年剩余时间里，全球芯片短缺似乎是可能的。</blockquote></p><p> Two top plays on the industry are<b>Advanced Micro Devices</b>(NASDAQ:AMD)and<b>Taiwan Semiconductor Manufacturing</b>(NYSE:TSM), but one looks like a better buy right now.</p><p><blockquote>该行业的两个顶级游戏是<b>先进微设备公司</b>（纳斯达克：AMD）和<b>台积电</b>（纽约证券交易所股票代码：TSM），但现在看起来更值得购买。</blockquote></p><p> One of these chip companies is not like the others</p><p><blockquote>其中一家芯片公司与其他公司不同</blockquote></p><p> Why compare these two stocks? Many investors might forget that AMDspun off its fabrication business, GlobalFoundries, over a decade ago. AMD is one of many chip research and design companies. When it comes to actual manufacturing, it taps a company like GlobalFoundries or TSMC to fabricate its chip creations. AMD and TSMC are thus two different ways to invest in the same trend.</p><p><blockquote>为什么要比较这两只股票？许多投资者可能忘记了AMD在十多年前剥离了其制造业务GlobalFoundries。AMD是众多芯片研究和设计公司之一。在实际制造方面，它会聘请GlobalFoundries或台积电等公司来制造其芯片产品。因此，AMD和台积电是投资同一趋势的两种不同方式。</blockquote></p><p> There's another key difference: AMD is a small scrappy company competing against giants like<b>Intel</b>&nbsp;and<b>NVIDIA</b>. It's been successfully scooping up market share in recent years -- especially against \"chipzilla\" Intel -- and has enjoyed rising profit margins as a result. AMD'spending acquisition of<b>Xilinx</b>looks to build on this trend.</p><p><blockquote>还有另一个关键区别：AMD是一家斗志昂扬的小公司，与这样的巨头竞争<b>英特尔</b>和<b>英伟达</b>近年来，它成功地抢占了市场份额——尤其是与“芯片巨头”英特尔的竞争——并因此享受到了不断上升的利润率。AMD斥资收购<b>Xilinx</b>希望在这一趋势的基础上再接再厉。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/41e881952caa964f0a3891c5b34b67c6\" tg-width=\"720\" tg-height=\"449\"></p><p><blockquote></blockquote></p><p> By contrast, TSMC is an industry juggernaut. It passed up Intel a couple of years ago and is now the largest chip fab in the world -- by a wide margin. The company claims its $45.6 billion in sales in 2020 gives it some 57% global market share of the chip manufacturing market. TSMC has been able to claim this dominant role in worldwide chip fab and distribution due to its advanced manufacturing tech. Its fabs handle the smallest and most powerful semiconductors around powering trends like AI and 5G. It's also a highly profitable company (though profit margins fluctuate as manufacturing supply and demand ebbs and flows) and pays a dividend that currently yields 1.5% a year.</p><p><blockquote>相比之下，台积电是行业巨头。几年前，它超越了英特尔，现在是世界上最大的芯片工厂——遥遥领先。该公司声称，其2020年456亿美元的销售额使其在芯片制造市场占据了约57%的全球市场份额。由于其先进的制造技术，台积电能够在全球芯片制造和分销中占据主导地位。其晶圆厂处理最小、最强大的半导体，为人工智能和5G等趋势提供动力。它也是一家高利润的公司（尽管利润率会随着制造业供需的起伏而波动），目前每年支付1.5%的股息。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2c1fe5cc4f841c873e12d343eeb6c2c7\" tg-width=\"720\" tg-height=\"449\"></p><p><blockquote></blockquote></p><p> Put another way, AMD (which doesn't dole out a dividend) is more of a high-growth stock, while TSMC is a slower-growth company (relatively speaking) with a more stable business and a dividend payment. That alone might help you decide which is the better long-term stock for you -- one with high growth potential (but that is more volatile) versus a dividend-paying business.</p><p><blockquote>换句话说，AMD（不派发股息）更多的是一只高增长股票，而台积电是一家增长较慢的公司（相对而言），业务和股息支付更稳定。仅此一点就可能帮助您决定哪只股票更适合您——具有高增长潜力（但波动性更大）的股票与支付股息的企业。</blockquote></p><p> The better chip deal of the moment</p><p><blockquote>当下更好的芯片交易</blockquote></p><p> Nevertheless, there's more to the story here that might affect your decision, and it has to do with the aforementioned AMD takeover of Xilinx. At 57 times trailing-12-month free cash flow and 25 times one-year forward expected earnings, TSMC has a premium price tag for a company with slower growth potential. Granted, the company's outlook for 26% year-over-year sales growth in the second quarter of 2021 is nothing to balk at. But lofty expectations are priced into the current share price (and TSMC stock price is up over 120% in the last 12 months).</p><p><blockquote>然而，这里还有更多可能会影响您的决定，这与前面提到的AMD收购Xilinx有关。台积电过去12个月自由现金流的市盈率为57倍，一年预期市盈率为25倍，对于一家增长潜力较慢的公司来说，台积电的股价较高。诚然，该公司2021年第二季度销售额同比增长26%的前景不容乐观。但高期望已反映在当前股价中（台积电股价在过去12个月内上涨了120%以上）。</blockquote></p><p> By contrast, AMD share prices have basically flatlined since late last summer and are up \"only\" 50% in the last year. It's a more \"expensive\" stock at 124 times trailing-12-month free cash flow, but just 31 times one-year forward expected earnings. Good things are expected here after the highly profitable Xilinx is added to the fold. Xilinx has hauled in nearly $3.1 billion in revenue over the last year, which will boost AMD's overall sales by a third. But even without Xilinx, AMD management said it expects its first-quarter 2021 sales to surge about 79% year over year as it picks up more share of the PC and data center design markets.</p><p><blockquote>相比之下，AMD股价自去年夏末以来基本持平，去年“仅”上涨了50%。这是一只更“昂贵”的股票，是过去12个月自由现金流的124倍，但仅是一年预期收益的31倍。在高利润的赛灵思加入后，预计会有好的事情发生。Xilinx去年的收入接近31亿美元，这将使AMD的整体销售额增长三分之一。但即使没有赛灵思，AMD管理层表示，随着在PC和数据中心设计市场获得更多份额，预计其2021年第一季度销售额将同比飙升约79%。</blockquote></p><p> The result? AMD actually looks pretty cheap as the Xilinx acquisition still doesn't appear to be fully reflected in the current share price. Over the long term, I think AMD stock will be a wilder ride than Taiwan Semiconductor, but there's lots of growth potential here. Thanks to the chip supply shortage,semiconductorsare a hot investment theme -- and AMD looks like a great pick right now.</p><p><blockquote>结果呢？AMD实际上看起来相当便宜，因为Xilinx的收购似乎仍然没有完全反映在当前的股价中。从长远来看，我认为AMD的股票将比台积电更狂野，但这里有很大的增长潜力。由于芯片供应短缺，半导体成为热门投资主题，而AMD目前看起来是一个不错的选择。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/04/26/better-buy-amd-vs-taiwan-semiconductor-manufacturi/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","TSM":"台积电"},"source_url":"https://www.fool.com/investing/2021/04/26/better-buy-amd-vs-taiwan-semiconductor-manufacturi/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178642470","content_text":"Aftereffects from the U.S.-China trade war and a boom in demand for tech hardware in the wake of the pandemic last year have semiconductor stocks flying high. Chip manufacturers can't keep up at the moment, and a global chip shortage is looking likely for at least the remainder of 2021.\nTwo top plays on the industry areAdvanced Micro Devices(NASDAQ:AMD)andTaiwan Semiconductor Manufacturing(NYSE:TSM), but one looks like a better buy right now.\nOne of these chip companies is not like the others\nWhy compare these two stocks? Many investors might forget that AMDspun off its fabrication business, GlobalFoundries, over a decade ago. AMD is one of many chip research and design companies. When it comes to actual manufacturing, it taps a company like GlobalFoundries or TSMC to fabricate its chip creations. AMD and TSMC are thus two different ways to invest in the same trend.\nThere's another key difference: AMD is a small scrappy company competing against giants likeIntel andNVIDIA. It's been successfully scooping up market share in recent years -- especially against \"chipzilla\" Intel -- and has enjoyed rising profit margins as a result. AMD'spending acquisition ofXilinxlooks to build on this trend.\n\nBy contrast, TSMC is an industry juggernaut. It passed up Intel a couple of years ago and is now the largest chip fab in the world -- by a wide margin. The company claims its $45.6 billion in sales in 2020 gives it some 57% global market share of the chip manufacturing market. TSMC has been able to claim this dominant role in worldwide chip fab and distribution due to its advanced manufacturing tech. Its fabs handle the smallest and most powerful semiconductors around powering trends like AI and 5G. It's also a highly profitable company (though profit margins fluctuate as manufacturing supply and demand ebbs and flows) and pays a dividend that currently yields 1.5% a year.\n\nPut another way, AMD (which doesn't dole out a dividend) is more of a high-growth stock, while TSMC is a slower-growth company (relatively speaking) with a more stable business and a dividend payment. That alone might help you decide which is the better long-term stock for you -- one with high growth potential (but that is more volatile) versus a dividend-paying business.\nThe better chip deal of the moment\nNevertheless, there's more to the story here that might affect your decision, and it has to do with the aforementioned AMD takeover of Xilinx. At 57 times trailing-12-month free cash flow and 25 times one-year forward expected earnings, TSMC has a premium price tag for a company with slower growth potential. Granted, the company's outlook for 26% year-over-year sales growth in the second quarter of 2021 is nothing to balk at. But lofty expectations are priced into the current share price (and TSMC stock price is up over 120% in the last 12 months).\nBy contrast, AMD share prices have basically flatlined since late last summer and are up \"only\" 50% in the last year. It's a more \"expensive\" stock at 124 times trailing-12-month free cash flow, but just 31 times one-year forward expected earnings. Good things are expected here after the highly profitable Xilinx is added to the fold. Xilinx has hauled in nearly $3.1 billion in revenue over the last year, which will boost AMD's overall sales by a third. But even without Xilinx, AMD management said it expects its first-quarter 2021 sales to surge about 79% year over year as it picks up more share of the PC and data center design markets.\nThe result? AMD actually looks pretty cheap as the Xilinx acquisition still doesn't appear to be fully reflected in the current share price. Over the long term, I think AMD stock will be a wilder ride than Taiwan Semiconductor, but there's lots of growth potential here. Thanks to the chip supply shortage,semiconductorsare a hot investment theme -- and AMD looks like a great pick right now.","news_type":1,"symbols_score_info":{"TSM":0.9,"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":1497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":false}