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2021-06-03

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Nvidia Is Gaining on AMD in 1 Key Area. What It Means for the Stocks.<blockquote>Nvidia在一个关键领域领先于AMD。这对股票意味着什么。</blockquote>

Advanced Micro Devices has steadily grown its processor business at the expense of Intel in past mon

Nvidia Is Gaining on AMD in 1 Key Area. What It Means for the Stocks.<blockquote>Nvidia在一个关键领域领先于AMD。这对股票意味着什么。</blockquote>

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{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":111773720,"tweetId":"111773720","gmtCreate":1622704381360,"gmtModify":1634098966660,"author":{"id":3585774290366765,"idStr":"3585774290366765","authorId":3585774290366765,"authorIdStr":"3585774290366765","name":"horrrng","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>Cool</body></html>","htmlText":"<html><head></head><body>Cool</body></html>","text":"Cool","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/111773720","repostId":1119234919,"repostType":4,"repost":{"id":"1119234919","kind":"news","pubTimestamp":1622703440,"share":"https://www.laohu8.com/m/news/1119234919?lang=zh_CN&edition=full","pubTime":"2021-06-03 14:57","market":"us","language":"en","title":"Nvidia Is Gaining on AMD in 1 Key Area. What It Means for the Stocks.<blockquote>Nvidia在一个关键领域领先于AMD。这对股票意味着什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119234919","media":"Barrons","summary":"Advanced Micro Devices has steadily grown its processor business at the expense of Intel in past mon","content":"Advanced Micro Devices has steadily grown its processor business at the expense of&nbsp;Intel&nbsp;in past months. But the company’s graphics chips are a different story, and haven’t stacked up quite as well against the formidable technology developed by&nbsp;Nvidia.<blockquote>过去几个月，Advanced Micro Devices以牺牲英特尔为代价稳步增长其处理器业务。但该公司的图形芯片则是另一回事，与英伟达开发的强大技术相比，它的表现并不出色。</blockquote> In a research note late Tuesday, BMO Capital Markets analyst Ambrish Srivastava said that Nvidia (ticker: NVDA) had taken significant market share from&nbsp;AMD(AMD). Nvidia’s share of the market for graphics processing units, or GPUs, was 81% in the quarter ended in March, 5.2 percentage points higher than in the same quarter a year earlier, Srivastava said. AMD captured 19%. The analyst said that the companies’ market shares didn’t change substantially on a sequential basis.<blockquote>BMO资本市场分析师Ambrish Srivastava在周二晚间的一份研究报告中表示，Nvidia（股票代码：NVDA）已从AMD（AMD）手中夺取了大量市场份额。Srivastava表示，截至3月份的季度，英伟达在图形处理单元(GPU)市场的份额为81%，比去年同期高出5.2个百分点。AMD占19%。该分析师表示，这些公司的市场份额环比没有实质性变化。</blockquote> AMD didn’t immediately respond to a request for comment.<blockquote>AMD没有立即回应置评请求。</blockquote> Both stocks advanced in Wednesday trading. AMD shares ticked up 1.4% to $81.97, as Nvidia climbed 3.2% to $671.13.<blockquote>两只股票在周三交易中均上涨。AMD股价上涨1.4%，至81.97美元，Nvidia股价上涨3.2%，至671.13美元。</blockquote> According to the data in the BMO report, which is based on statistics from Mercury Research, the average price for graphics cards rose 10% sequentially in the first quarter, as total sales ticked up 1%. Normally in the first quarter, sales drop; they fell 11% in 2020 during the same period.<blockquote>根据BMO报告中基于Mercury Research统计的数据，第一季度显卡平均价格环比上涨10%，总销售额上涨1%。通常在第一季度，销售额会下降；2020年同期下降了11%。</blockquote> It isn’t hard to understand why prices are rising and sales are steady. Like many other types of semiconductors, videogame cards are in&nbsp;short supply and demand is high. According to&nbsp;a March report in&nbsp;The Verge, consumers are willing to pay more than twice the normal price for many of the newest graphics cards produced by either AMD or Nvidia.<blockquote>不难理解为什么价格上涨而销售稳定。与许多其他类型的半导体一样，视频游戏卡供不应求，需求量很大。根据三月份的一份报告边缘，消费者愿意为AMD或Nvidia生产的许多最新显卡支付两倍以上的正常价格。</blockquote> Cryptocurrency miners are contributing to the strong demand for GPUs. The figures included in BMO’s report include repurposed videogame chips used to mine cryptocurrency, and a new line of processors Nvidia has&nbsp;designed for crypto mining.Nvidia&nbsp;said recently it expects to report revenue of $400 million from the crypto chips in its fiscal second quarter. It has adjusted the functionality of several of its other videogame cards to make them less useful to miners.<blockquote>加密货币矿工正在推动对GPU的强劲需求。BMO报告中包含的数字包括用于挖掘加密货币的重新利用的视频游戏芯片，以及英伟达为加密挖掘设计的新处理器系列。英伟达最近表示，预计第二财季加密芯片收入为4亿美元。它已经调整了其他几张视频游戏卡的功能，使它们对矿工的用处不大。</blockquote> It isn’t possible at the moment to determine the exact number of GPUs sold for mining. But Mercury co-founder Dean McCarron toldBarron’svia email it is possible to figure out the maximum number of additional GPUs that could have been put to work mining ethereum in the first quarter. Ethereum is a popular digital currency people use GPUs to mine.<blockquote>目前无法确定用于采矿的GPU的确切数量。但Mercury联合创始人Dean McCarron告诉巴伦周刊通过电子邮件，可以计算出第一季度以太币矿业公司可能投入使用的额外GPU的最大数量。以太币是一种流行的数字货币，人们使用GPU来挖掘。</blockquote> The maximum addition was the equivalent of 4.5 million GPUs, according to McCarron, while AMD and Nvidia sold nearly 22 million total graphics chips in the quarter. Based on his data, McCarron said that actual crypto GPUs added to mining–including Nvidia’s custom chips–was closer to 1 million to 2 million GPU units, less than half of the theoretically possible addition of 4.5 million.<blockquote>根据McCarron的数据，最大增量相当于450万个GPU，而AMD和Nvidia在本季度总共销售了近2200万个图形芯片。McCarron表示，根据他的数据，实际添加到挖矿中的加密GPU（包括Nvidia的定制芯片）接近100万至200万个GPU单元，不到理论上可能添加的450万个的一半。</blockquote> Shares of AMD have declined 11% this year, as Nvidia shares notched a 29% gain. The PHLX Semiconductor index rose 14% in the same period.<blockquote>AMD股价今年下跌了11%，而Nvidia股价则上涨了29%。同期PHLX半导体指数上涨14%。</blockquote>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Is Gaining on AMD in 1 Key Area. What It Means for the Stocks.<blockquote>Nvidia在一个关键领域领先于AMD。这对股票意味着什么。</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\">\nNvidia Is Gaining on AMD in 1 Key Area. What It Means for the Stocks.<blockquote>Nvidia在一个关键领域领先于AMD。这对股票意味着什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-06-03 14:57\n\n</h4>\n</header>\n<article>\nAdvanced Micro Devices has steadily grown its processor business at the expense of&nbsp;Intel&nbsp;in past months. But the company’s graphics chips are a different story, and haven’t stacked up quite as well against the formidable technology developed by&nbsp;Nvidia.<blockquote>过去几个月，Advanced Micro Devices以牺牲英特尔为代价稳步增长其处理器业务。但该公司的图形芯片则是另一回事，与英伟达开发的强大技术相比，它的表现并不出色。</blockquote> In a research note late Tuesday, BMO Capital Markets analyst Ambrish Srivastava said that Nvidia (ticker: NVDA) had taken significant market share from&nbsp;AMD(AMD). Nvidia’s share of the market for graphics processing units, or GPUs, was 81% in the quarter ended in March, 5.2 percentage points higher than in the same quarter a year earlier, Srivastava said. AMD captured 19%. The analyst said that the companies’ market shares didn’t change substantially on a sequential basis.<blockquote>BMO资本市场分析师Ambrish Srivastava在周二晚间的一份研究报告中表示，Nvidia（股票代码：NVDA）已从AMD（AMD）手中夺取了大量市场份额。Srivastava表示，截至3月份的季度，英伟达在图形处理单元(GPU)市场的份额为81%，比去年同期高出5.2个百分点。AMD占19%。该分析师表示，这些公司的市场份额环比没有实质性变化。</blockquote> AMD didn’t immediately respond to a request for comment.<blockquote>AMD没有立即回应置评请求。</blockquote> Both stocks advanced in Wednesday trading. AMD shares ticked up 1.4% to $81.97, as Nvidia climbed 3.2% to $671.13.<blockquote>两只股票在周三交易中均上涨。AMD股价上涨1.4%，至81.97美元，Nvidia股价上涨3.2%，至671.13美元。</blockquote> According to the data in the BMO report, which is based on statistics from Mercury Research, the average price for graphics cards rose 10% sequentially in the first quarter, as total sales ticked up 1%. Normally in the first quarter, sales drop; they fell 11% in 2020 during the same period.<blockquote>根据BMO报告中基于Mercury Research统计的数据，第一季度显卡平均价格环比上涨10%，总销售额上涨1%。通常在第一季度，销售额会下降；2020年同期下降了11%。</blockquote> It isn’t hard to understand why prices are rising and sales are steady. Like many other types of semiconductors, videogame cards are in&nbsp;short supply and demand is high. According to&nbsp;a March report in&nbsp;The Verge, consumers are willing to pay more than twice the normal price for many of the newest graphics cards produced by either AMD or Nvidia.<blockquote>不难理解为什么价格上涨而销售稳定。与许多其他类型的半导体一样，视频游戏卡供不应求，需求量很大。根据三月份的一份报告边缘，消费者愿意为AMD或Nvidia生产的许多最新显卡支付两倍以上的正常价格。</blockquote> Cryptocurrency miners are contributing to the strong demand for GPUs. The figures included in BMO’s report include repurposed videogame chips used to mine cryptocurrency, and a new line of processors Nvidia has&nbsp;designed for crypto mining.Nvidia&nbsp;said recently it expects to report revenue of $400 million from the crypto chips in its fiscal second quarter. It has adjusted the functionality of several of its other videogame cards to make them less useful to miners.<blockquote>加密货币矿工正在推动对GPU的强劲需求。BMO报告中包含的数字包括用于挖掘加密货币的重新利用的视频游戏芯片，以及英伟达为加密挖掘设计的新处理器系列。英伟达最近表示，预计第二财季加密芯片收入为4亿美元。它已经调整了其他几张视频游戏卡的功能，使它们对矿工的用处不大。</blockquote> It isn’t possible at the moment to determine the exact number of GPUs sold for mining. But Mercury co-founder Dean McCarron toldBarron’svia email it is possible to figure out the maximum number of additional GPUs that could have been put to work mining ethereum in the first quarter. Ethereum is a popular digital currency people use GPUs to mine.<blockquote>目前无法确定用于采矿的GPU的确切数量。但Mercury联合创始人Dean McCarron告诉巴伦周刊通过电子邮件，可以计算出第一季度以太币矿业公司可能投入使用的额外GPU的最大数量。以太币是一种流行的数字货币，人们使用GPU来挖掘。</blockquote> The maximum addition was the equivalent of 4.5 million GPUs, according to McCarron, while AMD and Nvidia sold nearly 22 million total graphics chips in the quarter. Based on his data, McCarron said that actual crypto GPUs added to mining–including Nvidia’s custom chips–was closer to 1 million to 2 million GPU units, less than half of the theoretically possible addition of 4.5 million.<blockquote>根据McCarron的数据，最大增量相当于450万个GPU，而AMD和Nvidia在本季度总共销售了近2200万个图形芯片。McCarron表示，根据他的数据，实际添加到挖矿中的加密GPU（包括Nvidia的定制芯片）接近100万至200万个GPU单元，不到理论上可能添加的450万个的一半。</blockquote> Shares of AMD have declined 11% this year, as Nvidia shares notched a 29% gain. The PHLX Semiconductor index rose 14% in the same period.<blockquote>AMD股价今年下跌了11%，而Nvidia股价则上涨了29%。同期PHLX半导体指数上涨14%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/nvidia-amd-stocks-51622660098?mod=hp_DAY_Theme_1_1\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","AMD":"美国超微公司"},"source_url":"https://www.barrons.com/articles/nvidia-amd-stocks-51622660098?mod=hp_DAY_Theme_1_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119234919","content_text":"Advanced Micro Devices has steadily grown its processor business at the expense of Intel in past months. But the company’s graphics chips are a different story, and haven’t stacked up quite as well against the formidable technology developed by Nvidia.\nIn a research note late Tuesday, BMO Capital Markets analyst Ambrish Srivastava said that Nvidia (ticker: NVDA) had taken significant market share from AMD(AMD). Nvidia’s share of the market for graphics processing units, or GPUs, was 81% in the quarter ended in March, 5.2 percentage points higher than in the same quarter a year earlier, Srivastava said. AMD captured 19%. The analyst said that the companies’ market shares didn’t change substantially on a sequential basis.\nAMD didn’t immediately respond to a request for comment.\nBoth stocks advanced in Wednesday trading. AMD shares ticked up 1.4% to $81.97, as Nvidia climbed 3.2% to $671.13.\nAccording to the data in the BMO report, which is based on statistics from Mercury Research, the average price for graphics cards rose 10% sequentially in the first quarter, as total sales ticked up 1%. Normally in the first quarter, sales drop; they fell 11% in 2020 during the same period.\nIt isn’t hard to understand why prices are rising and sales are steady. Like many other types of semiconductors, videogame cards are in short supply and demand is high. According to a March report in The Verge, consumers are willing to pay more than twice the normal price for many of the newest graphics cards produced by either AMD or Nvidia.\nCryptocurrency miners are contributing to the strong demand for GPUs. The figures included in BMO’s report include repurposed videogame chips used to mine cryptocurrency, and a new line of processors Nvidia has designed for crypto mining.Nvidia said recently it expects to report revenue of $400 million from the crypto chips in its fiscal second quarter. It has adjusted the functionality of several of its other videogame cards to make them less useful to miners.\nIt isn’t possible at the moment to determine the exact number of GPUs sold for mining. But Mercury co-founder Dean McCarron toldBarron’svia email it is possible to figure out the maximum number of additional GPUs that could have been put to work mining ethereum in the first quarter. Ethereum is a popular digital currency people use GPUs to mine.\nThe maximum addition was the equivalent of 4.5 million GPUs, according to McCarron, while AMD and Nvidia sold nearly 22 million total graphics chips in the quarter. Based on his data, McCarron said that actual crypto GPUs added to mining–including Nvidia’s custom chips–was closer to 1 million to 2 million GPU units, less than half of the theoretically possible addition of 4.5 million.\nShares of AMD have declined 11% this year, as Nvidia shares notched a 29% gain. The PHLX Semiconductor index rose 14% in the same period.","news_type":1,"symbols_score_info":{"AMD":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":889,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}