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2021-07-30

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2021-07-30

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AMD's stock price continued to hit a record high, with a cumulative increase of over 13% in the two days following the earnings report.

2021-06-17

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23:15","market":"other","language":"zh","title":"AMD's stock price continued to hit a record high, with a cumulative increase of over 13% in the two days following the earnings report.","url":"https://stock-news.laohu8.com/highlight/detail?id=1120419201","media":"老虎资讯综合","summary":"7月29日，AMD涨超5%，报103美元，股价续创历史新高，绩后两日涨幅累计超13%，第二季度营收38.5亿美元，净利润7亿美元，同比大涨352%。\n\n有分析师认为AMD处在50多年来最有利的发展阶段","content":"<p>On July 29,<a href=\"https://laohu8.com/S/AMD\">AMD</a>The stock rose more than 5% to $103, continuing its record high. In the two days following the earnings report, the cumulative gain exceeded 13%. Second-quarter revenue was $3.85 billion, and net profit was $700 million, a year-on-year increase of 352%.</p><p><img src=\"https://static.tigerbbs.com/c3de6e465956397583ab4c5c2612bfa3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>Some analysts believe that AMD is in its most favorable development phase in more than 50 years, especially after AMD released its better-than-expected Q2 financial report. Despite the company's relationship with the chip industry leader<a href=\"https://laohu8.com/S/INTC\">Intel</a>There are significant differences in specific revenue figures, but from a growth perspective, AMD is highly likely to replace Intel as the industry leader.</p><p><b>AMD VS. Intel: Who can achieve high growth?</b></p><p>After the US stock market closed on July 27, Eastern Time, AMD.US released its better-than-expected second-quarter earnings report. Financial reports show that AMD's revenue doubled year-on-year in Q2, and its net profit surged by 352% year-on-year. In addition, AMD expects Q3 revenue to grow by nearly 50% year-over-year and has raised its 2021 revenue outlook from 50% year-over-year growth to 60%. As of yesterday's close, AMD's stock price rose 7.58%.</p><p>In contrast, Intel (INTC.US), a leader in the chip industry, had a lackluster Q2 result. Although its Q2 revenue, adjusted earnings per share, and third-quarter outlook all exceeded Wall Street analysts' previous expectations, the market reaction was not ideal, and its stock price still fell by more than 2% after the results were announced.</p><p>Historically, both companies experienced similar slowdowns during the pandemic last year (Q1-Q2), but their subsequent development was completely different.</p><p>In Q3 2020, AMD's revenue increased by 55.52% year-on-year, while Intel's declined by 4.47% year-on-year. Since then, AMD's performance has been soaring, while Intel's has been very lackluster, with either flat growth or negative growth.</p><p>This shows that AMD is proving to the market that it can achieve high growth, while Intel is only proving that it can achieve stable growth.</p><p><b>The market only pays for the high growth of enterprises</b></p><p>The market prices these two companies differently. The key difference is that the market will be willing to invest more money in high-growth companies and less in stagnant companies.</p><p>This is also reflected in the stock prices of AMD and Intel:</p><p>The company's P/E remained in line with market expectations:</p><p>AMD is currently valued at 38 times P/E, but if you put the stock price chart and the P/E chart together, you will find that AMD's P/E is on a downward trend, while the stock price is on an upward trend. On the other hand, because Intel's valuation has been at a sideways level and its revenue has remained sluggish, the stock return has been declining, and Intel's stock price will eventually continue to decline.</p><p><b>Is AMD eroding Intel's market share?</b></p><p>It is worth mentioning that AMD's total revenue in 2020 was $9.76 billion, a year-on-year increase of 45%, thanks to revenue growth in the Computing and Graphics and Enterprise, Embedded and Semi-Custom businesses, including a fivefold increase in the application of AMD products in Fortune 500 supercomputers year-on-year. Google Cloud was the first to adopt the third-generation AMDEPYC processor, which improved performance by 56%. Unlike AMD, Intel's new CEO announced a major increase in its chip manufacturing business after taking office. For example, in March of this year, Intel announced that it would invest $20 billion to build two chip factories in the United States.</p><p>AMD's revival is built on the iteration of technological strength. Unlike its competitor Intel, which is obsessed with producing its own chips, AMD outsources...<a href=\"https://laohu8.com/S/TSM\">TSMC</a>。 By focusing all its efforts on technology rather than production, AMD's products began to erode Intel's market share.</p><p>According to PassMark data, AMD's market share of all CPUs reached 44.1% in the second quarter, while Intel's dropped from a peak of 82.5% to 55.8%.</p><p><b>Who will win the title of \"leader\"?</b></p><p>Regardless of whether AMD can occupy the leading position in the chip industry, that position may no longer belong to Intel, because its development can no longer provide a barometer of industry trends. As we all know, the semiconductor industry is not currently shrinking; on the contrary, it is growing day by day. Data shows that the semiconductor industry is expected to grow by 17% from 2020 to 2021, and by more than 6% from 2021 to 2022.</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's stock price continued to hit a record high, with a cumulative increase of over 13% in the two days following the earnings report.</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's stock price continued to hit a record high, with a cumulative increase of over 13% in the two days following the earnings report.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2021-07-29 23:15</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On July 29,<a href=\"https://laohu8.com/S/AMD\">AMD</a>The stock rose more than 5% to $103, continuing its record high. In the two days following the earnings report, the cumulative gain exceeded 13%. Second-quarter revenue was $3.85 billion, and net profit was $700 million, a year-on-year increase of 352%.</p><p><img src=\"https://static.tigerbbs.com/c3de6e465956397583ab4c5c2612bfa3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>Some analysts believe that AMD is in its most favorable development phase in more than 50 years, especially after AMD released its better-than-expected Q2 financial report. Despite the company's relationship with the chip industry leader<a href=\"https://laohu8.com/S/INTC\">Intel</a>There are significant differences in specific revenue figures, but from a growth perspective, AMD is highly likely to replace Intel as the industry leader.</p><p><b>AMD VS. Intel: Who can achieve high growth?</b></p><p>After the US stock market closed on July 27, Eastern Time, AMD.US released its better-than-expected second-quarter earnings report. Financial reports show that AMD's revenue doubled year-on-year in Q2, and its net profit surged by 352% year-on-year. In addition, AMD expects Q3 revenue to grow by nearly 50% year-over-year and has raised its 2021 revenue outlook from 50% year-over-year growth to 60%. As of yesterday's close, AMD's stock price rose 7.58%.</p><p>In contrast, Intel (INTC.US), a leader in the chip industry, had a lackluster Q2 result. Although its Q2 revenue, adjusted earnings per share, and third-quarter outlook all exceeded Wall Street analysts' previous expectations, the market reaction was not ideal, and its stock price still fell by more than 2% after the results were announced.</p><p>Historically, both companies experienced similar slowdowns during the pandemic last year (Q1-Q2), but their subsequent development was completely different.</p><p>In Q3 2020, AMD's revenue increased by 55.52% year-on-year, while Intel's declined by 4.47% year-on-year. Since then, AMD's performance has been soaring, while Intel's has been very lackluster, with either flat growth or negative growth.</p><p>This shows that AMD is proving to the market that it can achieve high growth, while Intel is only proving that it can achieve stable growth.</p><p><b>The market only pays for the high growth of enterprises</b></p><p>The market prices these two companies differently. The key difference is that the market will be willing to invest more money in high-growth companies and less in stagnant companies.</p><p>This is also reflected in the stock prices of AMD and Intel:</p><p>The company's P/E remained in line with market expectations:</p><p>AMD is currently valued at 38 times P/E, but if you put the stock price chart and the P/E chart together, you will find that AMD's P/E is on a downward trend, while the stock price is on an upward trend. On the other hand, because Intel's valuation has been at a sideways level and its revenue has remained sluggish, the stock return has been declining, and Intel's stock price will eventually continue to decline.</p><p><b>Is AMD eroding Intel's market share?</b></p><p>It is worth mentioning that AMD's total revenue in 2020 was $9.76 billion, a year-on-year increase of 45%, thanks to revenue growth in the Computing and Graphics and Enterprise, Embedded and Semi-Custom businesses, including a fivefold increase in the application of AMD products in Fortune 500 supercomputers year-on-year. Google Cloud was the first to adopt the third-generation AMDEPYC processor, which improved performance by 56%. Unlike AMD, Intel's new CEO announced a major increase in its chip manufacturing business after taking office. For example, in March of this year, Intel announced that it would invest $20 billion to build two chip factories in the United States.</p><p>AMD's revival is built on the iteration of technological strength. Unlike its competitor Intel, which is obsessed with producing its own chips, AMD outsources...<a href=\"https://laohu8.com/S/TSM\">TSMC</a>。 By focusing all its efforts on technology rather than production, AMD's products began to erode Intel's market share.</p><p>According to PassMark data, AMD's market share of all CPUs reached 44.1% in the second quarter, while Intel's dropped from a peak of 82.5% to 55.8%.</p><p><b>Who will win the title of \"leader\"?</b></p><p>Regardless of whether AMD can occupy the leading position in the chip industry, that position may no longer belong to Intel, because its development can no longer provide a barometer of industry trends. As we all know, the semiconductor industry is not currently shrinking; on the contrary, it is growing day by day. Data shows that the semiconductor industry is expected to grow by 17% from 2020 to 2021, and by more than 6% from 2021 to 2022.</p>\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":"1120419201","content_text":"7月29日，AMD涨超5%，报103美元，股价续创历史新高，绩后两日涨幅累计超13%，第二季度营收38.5亿美元，净利润7亿美元，同比大涨352%。\n\n有分析师认为AMD处在50多年来最有利的发展阶段，特别是AMD公布超预期Q2财报后。尽管该公司与芯片行业领头羊英特尔在具体营业额的数字上有巨大的差异，但从成长性的角度看，AMD极有可能取代英特尔在行业中引领者的地位。\nAMD VS 英特尔，谁能实现高增长?\n美东时间7月27日美股盘后，美国超微公司(AMD.US)公布了超预期的第二季度财报。财报显示，AMD在Q2营收同比翻番，净利润更是同比猛增了352%。此外，AMD预计Q3营收将同比增长近50%，并将2021年营收展望从同比增长50%上调至60%。截至昨日收盘，AMD股价上涨7.58%。\n相比之下，作为芯片行业领头羊的英特尔(INTC.US)Q2业绩显得黯淡无光，虽其Q2营收和调整后每股收益以及第三季度业绩展望均超出华尔街分析师此前预期，但从市场反应来看，该成绩并不理想，公布业绩后其盘后股价仍旧下跌逾2%。\n从历史数据来看，这两家公司在去年疫情期间(Q1-Q2)都经历了类似的放缓，但这两家公司后来的发展却截然不同。\n2020年Q3，AMD营收实现同比增长55.52%，而英特尔同比下降4.47%。从那以后，AMD业绩一路高歌，而英特尔却一直非常平淡，不是增长持平就是出现负增长。\n由此可见，AMD正在向市场证明自己能够实现高增长，而英特尔仅在证明自己能够实现稳定增长。\n市场只为企业的高增长买单\n市场对这两家公司的定价方式是不同的。关键的区别在于，市场会愿意为高增长的企业投入更多资金，而为增长停滞的企业投入更少。\nAMD和英特尔的股价也反映了这一点：\n公司市盈率与市场预期保持同步:\nAMD当前估值为38倍市盈率，但如果将股价图表和市盈率图表放在一起会发现，AMD市盈率呈下降趋势，而股价则呈上升趋势。另一方面，由于英特尔估值一直处于横向水平，而营收持续低迷，导致股票回报率不断下降，最终英特尔股价也将继续下滑。\nAMD正蚕食英特尔市场份额?\n值得一提的，AMD在2020年全年总营业额为97.6亿美元，同比增长45%，得益于计算和图形事业部及企业、嵌入式和半定制事业部营业额增长，其中包括AMD的产品在全球500强超级计算机中的应用同比增长了5倍;谷歌云率先采用第三代AMDEPYC 处理器，性能提升了56%等。与AMD不同的是，英特尔新CEO上任之后，则大肆宣布加码芯片代工业务，如今年3月，英特尔宣布将斥资200亿美元在美国建设两座芯片工厂。\nAMD的复兴建立在技术实力迭代上，不同于竞争对手英特尔执迷于自己生产芯片，AMD则外包给台积电。将全部精力聚焦于技术而非生产，AMD的产品开始蚕食英特尔的市场份额。\n根据PassMark的数据，二季度AMD在所有CPU中的市场份额占比达到44.1%，英特尔则由巅峰时的82.5%下降至55.8%。\n“领头羊”头衔花落谁家？\n无论AMD是否能占据芯片行业领头羊的位置，或许这个位置也不再属于英特尔，原因是其发展已经无法再为行业动向提供晴雨表功能。众所周知，半导体行业当前并没有萎缩，相反它正在日益增长。数据显示，半导体行业从2020年到2021年预计将增长17%，2021年到2022年将增长6%以上。","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":2767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161997785,"gmtCreate":1623899539747,"gmtModify":1703822996978,"author":{"id":"3584959433432402","authorId":"3584959433432402","name":"李坤臻","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584959433432402","idStr":"3584959433432402"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161997785","repostId":"1102332753","repostType":2,"isVote":1,"tweetType":1,"viewCount":2849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":808245651,"gmtCreate":1627598732473,"gmtModify":1703492947383,"author":{"id":"3584959433432402","authorId":"3584959433432402","name":"李坤臻","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584959433432402","idStr":"3584959433432402"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808245651","repostId":"2155909002","repostType":4,"isVote":1,"tweetType":1,"viewCount":2660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808245321,"gmtCreate":1627598701063,"gmtModify":1703492946890,"author":{"id":"3584959433432402","authorId":"3584959433432402","name":"李坤臻","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584959433432402","idStr":"3584959433432402"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808245321","repostId":"1120419201","repostType":4,"repost":{"id":"1120419201","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":1627571750,"share":"https://ttm.financial/m/news/1120419201?lang=en_US&edition=fundamental","pubTime":"2021-07-29 23:15","market":"other","language":"zh","title":"AMD's stock price continued to hit a record high, with a cumulative increase of over 13% in the two days following the earnings report.","url":"https://stock-news.laohu8.com/highlight/detail?id=1120419201","media":"老虎资讯综合","summary":"7月29日，AMD涨超5%，报103美元，股价续创历史新高，绩后两日涨幅累计超13%，第二季度营收38.5亿美元，净利润7亿美元，同比大涨352%。\n\n有分析师认为AMD处在50多年来最有利的发展阶段","content":"<p>On July 29,<a href=\"https://laohu8.com/S/AMD\">AMD</a>The stock rose more than 5% to $103, continuing its record high. In the two days following the earnings report, the cumulative gain exceeded 13%. Second-quarter revenue was $3.85 billion, and net profit was $700 million, a year-on-year increase of 352%.</p><p><img src=\"https://static.tigerbbs.com/c3de6e465956397583ab4c5c2612bfa3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>Some analysts believe that AMD is in its most favorable development phase in more than 50 years, especially after AMD released its better-than-expected Q2 financial report. Despite the company's relationship with the chip industry leader<a href=\"https://laohu8.com/S/INTC\">Intel</a>There are significant differences in specific revenue figures, but from a growth perspective, AMD is highly likely to replace Intel as the industry leader.</p><p><b>AMD VS. Intel: Who can achieve high growth?</b></p><p>After the US stock market closed on July 27, Eastern Time, AMD.US released its better-than-expected second-quarter earnings report. Financial reports show that AMD's revenue doubled year-on-year in Q2, and its net profit surged by 352% year-on-year. In addition, AMD expects Q3 revenue to grow by nearly 50% year-over-year and has raised its 2021 revenue outlook from 50% year-over-year growth to 60%. As of yesterday's close, AMD's stock price rose 7.58%.</p><p>In contrast, Intel (INTC.US), a leader in the chip industry, had a lackluster Q2 result. Although its Q2 revenue, adjusted earnings per share, and third-quarter outlook all exceeded Wall Street analysts' previous expectations, the market reaction was not ideal, and its stock price still fell by more than 2% after the results were announced.</p><p>Historically, both companies experienced similar slowdowns during the pandemic last year (Q1-Q2), but their subsequent development was completely different.</p><p>In Q3 2020, AMD's revenue increased by 55.52% year-on-year, while Intel's declined by 4.47% year-on-year. Since then, AMD's performance has been soaring, while Intel's has been very lackluster, with either flat growth or negative growth.</p><p>This shows that AMD is proving to the market that it can achieve high growth, while Intel is only proving that it can achieve stable growth.</p><p><b>The market only pays for the high growth of enterprises</b></p><p>The market prices these two companies differently. The key difference is that the market will be willing to invest more money in high-growth companies and less in stagnant companies.</p><p>This is also reflected in the stock prices of AMD and Intel:</p><p>The company's P/E remained in line with market expectations:</p><p>AMD is currently valued at 38 times P/E, but if you put the stock price chart and the P/E chart together, you will find that AMD's P/E is on a downward trend, while the stock price is on an upward trend. On the other hand, because Intel's valuation has been at a sideways level and its revenue has remained sluggish, the stock return has been declining, and Intel's stock price will eventually continue to decline.</p><p><b>Is AMD eroding Intel's market share?</b></p><p>It is worth mentioning that AMD's total revenue in 2020 was $9.76 billion, a year-on-year increase of 45%, thanks to revenue growth in the Computing and Graphics and Enterprise, Embedded and Semi-Custom businesses, including a fivefold increase in the application of AMD products in Fortune 500 supercomputers year-on-year. Google Cloud was the first to adopt the third-generation AMDEPYC processor, which improved performance by 56%. Unlike AMD, Intel's new CEO announced a major increase in its chip manufacturing business after taking office. For example, in March of this year, Intel announced that it would invest $20 billion to build two chip factories in the United States.</p><p>AMD's revival is built on the iteration of technological strength. Unlike its competitor Intel, which is obsessed with producing its own chips, AMD outsources...<a href=\"https://laohu8.com/S/TSM\">TSMC</a>。 By focusing all its efforts on technology rather than production, AMD's products began to erode Intel's market share.</p><p>According to PassMark data, AMD's market share of all CPUs reached 44.1% in the second quarter, while Intel's dropped from a peak of 82.5% to 55.8%.</p><p><b>Who will win the title of \"leader\"?</b></p><p>Regardless of whether AMD can occupy the leading position in the chip industry, that position may no longer belong to Intel, because its development can no longer provide a barometer of industry trends. As we all know, the semiconductor industry is not currently shrinking; on the contrary, it is growing day by day. Data shows that the semiconductor industry is expected to grow by 17% from 2020 to 2021, and by more than 6% from 2021 to 2022.</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's stock price continued to hit a record high, with a cumulative increase of over 13% in the two days following the earnings report.</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's stock price continued to hit a record high, with a cumulative increase of over 13% in the two days following the earnings report.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2021-07-29 23:15</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On July 29,<a href=\"https://laohu8.com/S/AMD\">AMD</a>The stock rose more than 5% to $103, continuing its record high. In the two days following the earnings report, the cumulative gain exceeded 13%. Second-quarter revenue was $3.85 billion, and net profit was $700 million, a year-on-year increase of 352%.</p><p><img src=\"https://static.tigerbbs.com/c3de6e465956397583ab4c5c2612bfa3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>Some analysts believe that AMD is in its most favorable development phase in more than 50 years, especially after AMD released its better-than-expected Q2 financial report. Despite the company's relationship with the chip industry leader<a href=\"https://laohu8.com/S/INTC\">Intel</a>There are significant differences in specific revenue figures, but from a growth perspective, AMD is highly likely to replace Intel as the industry leader.</p><p><b>AMD VS. Intel: Who can achieve high growth?</b></p><p>After the US stock market closed on July 27, Eastern Time, AMD.US released its better-than-expected second-quarter earnings report. Financial reports show that AMD's revenue doubled year-on-year in Q2, and its net profit surged by 352% year-on-year. In addition, AMD expects Q3 revenue to grow by nearly 50% year-over-year and has raised its 2021 revenue outlook from 50% year-over-year growth to 60%. As of yesterday's close, AMD's stock price rose 7.58%.</p><p>In contrast, Intel (INTC.US), a leader in the chip industry, had a lackluster Q2 result. Although its Q2 revenue, adjusted earnings per share, and third-quarter outlook all exceeded Wall Street analysts' previous expectations, the market reaction was not ideal, and its stock price still fell by more than 2% after the results were announced.</p><p>Historically, both companies experienced similar slowdowns during the pandemic last year (Q1-Q2), but their subsequent development was completely different.</p><p>In Q3 2020, AMD's revenue increased by 55.52% year-on-year, while Intel's declined by 4.47% year-on-year. Since then, AMD's performance has been soaring, while Intel's has been very lackluster, with either flat growth or negative growth.</p><p>This shows that AMD is proving to the market that it can achieve high growth, while Intel is only proving that it can achieve stable growth.</p><p><b>The market only pays for the high growth of enterprises</b></p><p>The market prices these two companies differently. The key difference is that the market will be willing to invest more money in high-growth companies and less in stagnant companies.</p><p>This is also reflected in the stock prices of AMD and Intel:</p><p>The company's P/E remained in line with market expectations:</p><p>AMD is currently valued at 38 times P/E, but if you put the stock price chart and the P/E chart together, you will find that AMD's P/E is on a downward trend, while the stock price is on an upward trend. On the other hand, because Intel's valuation has been at a sideways level and its revenue has remained sluggish, the stock return has been declining, and Intel's stock price will eventually continue to decline.</p><p><b>Is AMD eroding Intel's market share?</b></p><p>It is worth mentioning that AMD's total revenue in 2020 was $9.76 billion, a year-on-year increase of 45%, thanks to revenue growth in the Computing and Graphics and Enterprise, Embedded and Semi-Custom businesses, including a fivefold increase in the application of AMD products in Fortune 500 supercomputers year-on-year. Google Cloud was the first to adopt the third-generation AMDEPYC processor, which improved performance by 56%. Unlike AMD, Intel's new CEO announced a major increase in its chip manufacturing business after taking office. For example, in March of this year, Intel announced that it would invest $20 billion to build two chip factories in the United States.</p><p>AMD's revival is built on the iteration of technological strength. Unlike its competitor Intel, which is obsessed with producing its own chips, AMD outsources...<a href=\"https://laohu8.com/S/TSM\">TSMC</a>。 By focusing all its efforts on technology rather than production, AMD's products began to erode Intel's market share.</p><p>According to PassMark data, AMD's market share of all CPUs reached 44.1% in the second quarter, while Intel's dropped from a peak of 82.5% to 55.8%.</p><p><b>Who will win the title of \"leader\"?</b></p><p>Regardless of whether AMD can occupy the leading position in the chip industry, that position may no longer belong to Intel, because its development can no longer provide a barometer of industry trends. As we all know, the semiconductor industry is not currently shrinking; on the contrary, it is growing day by day. Data shows that the semiconductor industry is expected to grow by 17% from 2020 to 2021, and by more than 6% from 2021 to 2022.</p>\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":"1120419201","content_text":"7月29日，AMD涨超5%，报103美元，股价续创历史新高，绩后两日涨幅累计超13%，第二季度营收38.5亿美元，净利润7亿美元，同比大涨352%。\n\n有分析师认为AMD处在50多年来最有利的发展阶段，特别是AMD公布超预期Q2财报后。尽管该公司与芯片行业领头羊英特尔在具体营业额的数字上有巨大的差异，但从成长性的角度看，AMD极有可能取代英特尔在行业中引领者的地位。\nAMD VS 英特尔，谁能实现高增长?\n美东时间7月27日美股盘后，美国超微公司(AMD.US)公布了超预期的第二季度财报。财报显示，AMD在Q2营收同比翻番，净利润更是同比猛增了352%。此外，AMD预计Q3营收将同比增长近50%，并将2021年营收展望从同比增长50%上调至60%。截至昨日收盘，AMD股价上涨7.58%。\n相比之下，作为芯片行业领头羊的英特尔(INTC.US)Q2业绩显得黯淡无光，虽其Q2营收和调整后每股收益以及第三季度业绩展望均超出华尔街分析师此前预期，但从市场反应来看，该成绩并不理想，公布业绩后其盘后股价仍旧下跌逾2%。\n从历史数据来看，这两家公司在去年疫情期间(Q1-Q2)都经历了类似的放缓，但这两家公司后来的发展却截然不同。\n2020年Q3，AMD营收实现同比增长55.52%，而英特尔同比下降4.47%。从那以后，AMD业绩一路高歌，而英特尔却一直非常平淡，不是增长持平就是出现负增长。\n由此可见，AMD正在向市场证明自己能够实现高增长，而英特尔仅在证明自己能够实现稳定增长。\n市场只为企业的高增长买单\n市场对这两家公司的定价方式是不同的。关键的区别在于，市场会愿意为高增长的企业投入更多资金，而为增长停滞的企业投入更少。\nAMD和英特尔的股价也反映了这一点：\n公司市盈率与市场预期保持同步:\nAMD当前估值为38倍市盈率，但如果将股价图表和市盈率图表放在一起会发现，AMD市盈率呈下降趋势，而股价则呈上升趋势。另一方面，由于英特尔估值一直处于横向水平，而营收持续低迷，导致股票回报率不断下降，最终英特尔股价也将继续下滑。\nAMD正蚕食英特尔市场份额?\n值得一提的，AMD在2020年全年总营业额为97.6亿美元，同比增长45%，得益于计算和图形事业部及企业、嵌入式和半定制事业部营业额增长，其中包括AMD的产品在全球500强超级计算机中的应用同比增长了5倍;谷歌云率先采用第三代AMDEPYC 处理器，性能提升了56%等。与AMD不同的是，英特尔新CEO上任之后，则大肆宣布加码芯片代工业务，如今年3月，英特尔宣布将斥资200亿美元在美国建设两座芯片工厂。\nAMD的复兴建立在技术实力迭代上，不同于竞争对手英特尔执迷于自己生产芯片，AMD则外包给台积电。将全部精力聚焦于技术而非生产，AMD的产品开始蚕食英特尔的市场份额。\n根据PassMark的数据，二季度AMD在所有CPU中的市场份额占比达到44.1%，英特尔则由巅峰时的82.5%下降至55.8%。\n“领头羊”头衔花落谁家？\n无论AMD是否能占据芯片行业领头羊的位置，或许这个位置也不再属于英特尔，原因是其发展已经无法再为行业动向提供晴雨表功能。众所周知，半导体行业当前并没有萎缩，相反它正在日益增长。数据显示，半导体行业从2020年到2021年预计将增长17%，2021年到2022年将增长6%以上。","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":2767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161997785,"gmtCreate":1623899539747,"gmtModify":1703822996978,"author":{"id":"3584959433432402","authorId":"3584959433432402","name":"李坤臻","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584959433432402","idStr":"3584959433432402"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161997785","repostId":"1102332753","repostType":2,"isVote":1,"tweetType":1,"viewCount":2849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}