{"version":"1.0","provider_name":"Fortune Insight","provider_url":"https:\/\/prime.fortuneinsight.com\/web","author_name":"\u7a4dGod","author_url":"https:\/\/prime.fortuneinsight.com\/web\/posts\/author\/jakgod","title":"AMD Q2\u696d\u7e3e\u77ed\u8a55\u53ca\u4f30\u503c - Fortune Insight","type":"rich","width":600,"height":338,"html":"<blockquote class=\"wp-embedded-content\"><a href=\"https:\/\/prime.fortuneinsight.com\/web\/posts\/567229\">AMD Q2\u696d\u7e3e\u77ed\u8a55\u53ca\u4f30\u503c<\/a><\/blockquote>\n<script type='text\/javascript'>\n<!--\/\/--><![CDATA[\/\/><!--\n\t\t!function(c,d){\"use strict\";var e=!1,n=!1;if(d.querySelector)if(c.addEventListener)e=!0;if(c.wp=c.wp||{},!c.wp.receiveEmbedMessage)if(c.wp.receiveEmbedMessage=function(e){var t=e.data;if(t)if(t.secret||t.message||t.value)if(!\/[^a-zA-Z0-9]\/.test(t.secret)){for(var r,a,i,s=d.querySelectorAll('iframe[data-secret=\"'+t.secret+'\"]'),n=d.querySelectorAll('blockquote[data-secret=\"'+t.secret+'\"]'),o=0;o<n.length;o++)n[o].style.display=\"none\";for(o=0;o<s.length;o++)if(r=s[o],e.source===r.contentWindow){if(r.removeAttribute(\"style\"),\"height\"===t.message){if(1e3<(i=parseInt(t.value,10)))i=1e3;else if(~~i<200)i=200;r.height=i}if(\"link\"===t.message)if(a=d.createElement(\"a\"),i=d.createElement(\"a\"),a.href=r.getAttribute(\"src\"),i.href=t.value,i.host===a.host)if(d.activeElement===r)c.top.location.href=t.value}}},e)c.addEventListener(\"message\",c.wp.receiveEmbedMessage,!1),d.addEventListener(\"DOMContentLoaded\",t,!1),c.addEventListener(\"load\",t,!1);function t(){if(!n){n=!0;for(var e,t,r=-1!==navigator.appVersion.indexOf(\"MSIE 10\"),a=!!navigator.userAgent.match(\/Trident.*rv:11\\.\/),i=d.querySelectorAll(\"iframe.wp-embedded-content\"),s=0;s<i.length;s++){if(!(e=i[s]).getAttribute(\"data-secret\"))t=Math.random().toString(36).substr(2,10),e.src+=\"#?secret=\"+t,e.setAttribute(\"data-secret\",t);if(r||a)(t=e.cloneNode(!0)).removeAttribute(\"security\"),e.parentNode.replaceChild(t,e)}}}}(window,document);\n\/\/--><!]]>\n<\/script><iframe sandbox=\"allow-scripts\" security=\"restricted\" src=\"https:\/\/prime.fortuneinsight.com\/web\/posts\/567229\/embed\" width=\"600\" height=\"338\" title=\"&#8220;AMD Q2\u696d\u7e3e\u77ed\u8a55\u53ca\u4f30\u503c&#8221; &#8212; Fortune Insight\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\" class=\"wp-embedded-content\"><\/iframe>","thumbnail_url":"https:\/\/prime.fortuneinsight.com\/web\/wp-content\/uploads\/2021\/02\/FI_Prime_FB_Share_cover-500x263.jpg","thumbnail_width":500,"thumbnail_height":263,"description":"\u5982\u679c\u5927\u5bb6\u4ecd\u6709\u5370\u8c613\u6708\u6642\u5019\u6211\u7d04$75\u8cb7\u5165AMD\uff0c\u7576\u6642AMD\u662f\u773e\u591a\u6676\u7247\u80a1\u4e4b\u4e2d\u80a1\u50f9\u8868\u73feYTD\u662f\u6700\u5dee\u662f\u8ca0\u6578\u7684\uff0c\u96d6\u7136\u73fe\u6642YTD\u53ea\u662f\u525b\u8f49\u6b63\uff0c\u4f46\u525b\u51fa\u7684Q2\u696d\u7e3e\u5be6\u5728\u975e\u5e38\u597d\uff0c\u5927\u52dd\u5e02\u5834\u9810\u671f\u3002 Q2\u696d\u7e3e: \u71df\u653638.5\u5104\u7f8e\u5143\uff0c\u8d85\u904e\u9810\u671f\u768436\u5104\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957799%\u3002\u4e3b\u8981\u53d7\u60e0\u5716\u5f62\u8a08\u7b97\uff08CG\uff09\u53ca\u4f01\u696d&amp;\u5d4c\u5165&amp;\u5b9a\u5236\uff08EESC\uff09\u696d\u52d9\u589e\u9577\u6240\u63a8\u52d5\u3002 \u4ee5\u524dEESC\u696d\u52d9\u4f54\u6bd4\u4e0d\u591a\u7684\uff0c\u66f4\u52a0\u662f\u8755\u9322\u7684\uff0c\u4f46\u81ea\u5f9e\u5f9e2020Q1\u958b\u59cb\u5c31\u958b\u59cb\u7206\u767c\u4e0a\u4f86\uff0cmargin\u90fd\u6bd4CG\u696d\u52d9\u9ad8\u3002 AMD\u6574\u9ad4\u6bdb\u5229\u7387\u70ba48%\uff0c\u540c\u6bd4\u589e\u95774%\uff0c\u74b0\u6bd4\u589e\u95772%\u3002\u5176\u4e2dRyzen\u3001Radeon\u548cEPYC\u8655\u7406\u5668\u7684\u92b7\u552e\u589e\u9577\u6210\u70ba\u4e3b\u8981\u9a45\u52d5\u529b\u3002 Non-Gaap\u6de8\u5229\u6f64\u70ba7.78\u5104\u7f8e\u5143\uff0c\u4e0a\u5e74\u540c\u671f\u70ba2.16\u5104\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u9577260%\uff0c\u74b0\u6bd4\u90fd\u670921%\uff0c\u975e\u5e38\u4ee4\u4eba\u6eff\u610f\u7684\u76c8\u5229\u80fd\u529b! \u503c\u5f97\u4e00\u63d0\u662fAMD\u624b\u4e0a\u73fe\u91d1\u670937.9\u5104\u7f8e\u5143\u53ca\u81ea\u7531\u73fe\u91d1\u6d418.88\u5104\u7f8e\u5143\uff0c\u662f\u5275\u65b0\u9ad8\u7684\uff0c\u63db\u53e5\u8a71\u8aaaAMD\u8ca1\u52d9\u975e\u5e38\u5065\u5eb7\uff0c\u4e00\u9ede\u5152\u90fd\u4e0d\u7f3a\u9322\u3002\u4e4b\u524dAMD\u5ba3\u4f48\u56de\u8cfc40\u5104\u7f8e\u5143\u8a08\u756b\uff0c\u5728Q2\u5df2\u56de\u8cfc\u4e86320\u842c\u80a1\uff0c\u82b1\u4e862.56\u5104\u7f8e\u5143\u3002 \u6b63\u5982\u4e0a\u6b21Q1\u90fd\u8aaa\uff0c\u4f5c\u70ba\u4e00\u500bBanker\u89d2\u5ea6\u6700\u937e\u610f\u5c31\u898b\u5230\u4e00\u9593\u516c\u53f8cash\u8d8a\u591a\uff0cdebt\u8d8a\u5c0f\uff0c\u6703\u597d\u653e\u5fc3\u7684\uff0c\u52a0\u4e0a\u5c31\u7b97\u71df\u6536\u589e\u9577\u4e86\u90a3\u9ebc\u591a\uff0cAR\u90fd\u6c92\u6709\u5927\u5e45\u63d0\u5347\uff0c\u8b49\u660ecash conversion cycle\u8b8a\u5f97\u66f4\u52a0\u597d\u3002 \uff08Xilinx\uff09\u6709\u671b\u5728\u4eca\u5e74\u5e74\u5e95\u5b8c\u6210\u6536\u8cfc 2020\u5e7410\u6708AMD\u5ba3\u4f48\u4ee5350\u5104\u7f8e\u5143\u50f9\u683c\u6536\u8cfcFPGA\u9f8d\u982d\uff0c\u591a\u500b\u570b\u5bb6\u5730\u5340\u5305\u62ec\u7f8e\u570b\u3001\u6b50\u76df\u4ee5\u53ca\u82f1\u570b\u7b49\u5730\u90fd\u5df2\u6279\u51c6\u4e86\u8a72\u7b46\u6536\u8cfc\u4ea4\u6613\uff0c\u76ee\u524d\u6b63\u5728\u7b49\u5f85\u4e2d\u570b\u5e02\u5834\u76e3\u7763\u7ba1\u7406\u7e3d\u5c40\u7b2c\u4e8c\u968e\u6bb5\u7684\u5be9\u67e5\u7a0b\u5f0f\u3002\u5728\u4eca\u6b21\u96fb\u8a71\u6703\u8b70\u4e2d\uff0cCEO Lisa Su\u8868\u793a\u9019\u7b46\u6536\u8cfc\u6709\u671b\u5728\u5e74\u5e95\u524d\u5b8c\u6210\u3002 \u5168\u5e74\u53caQ3\u9810\u671f\u6307\u5f15 AMD\u4e0a\u8abf\u5168\u5e74\u71df\u6536\u9810\u671f\u540c\u6bd4\u589e\u9577\u5f9e50%\u63d0\u5347\u81f360%\u3002\u540c\u6642\u5168\u5e74Non-Gaap \u6bdb\u5229\u7387\u4e0a\u8abf\u3002 \u5c0d\u65bcQ3\u9810\u671f\uff0c\u71df\u6536\u9810\u8a0841\u5104\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u9577\u7d0446%\uff0c\u74b0\u6bd4\u589e\u9577\u7d046%\u3002\u6bdb\u5229\u7387\u4fdd\u630148%\u3002 \u4f30\u503c: Q1 EPS $0.52\uff0cQ2 EPS $0.63\uff0c\u5047\u8a2d\u5168\u5e74EPS\u70ba $2.3 (roughly\u8a08\uff0c\u597d\u4fdd\u5b88\u7684)\uff0c\u80a1\u50f9$102\u7684PE\u503c\u70ba44\u500d\u5de6\u53f3\u3002\u53ef\u80fd\u4f60\u770b\u523044\u500d\u89ba\u5f97\u8cb4\uff0c\u5176\u5be6\u662f\u5408\u7406\u7684\uff0cAMD\u7684\u6210\u9577\u7a7a\u9593\u4ecd\u662f\u975e\u5e38\u5927\uff0c\u6436\u4f54Intel\u5e02\u5834\u4efd\u984d\u4e2d\u3002 \u53e6\u5916\u53ef\u4ee5\u770b\u4e0b\u5716\u8fd13\u5e74\u7684PE\u4f30\u503c\u5176\u5be6\u662f\u96a8\u8457\u80a1\u50f9\u4e0a\u5347\u800c\u4e0b\u964d\u7684\uff0cforward PE\u5176\u5be6\u53ea\u670937\u500d\u5de6\u53f3\uff0c\u4e0d\u7b97\u6602\u8cb4\u7684\u3002 \u7e3d\u7d50: AMD Q2\u696d\u7e3e\u6211\u975e\u5e38\u6eff\u610f\uff0c\u7121\u8ad6\u589e\u901f\u53ca\u76c8\u5229\u80fd\u529b\u90fd\u662f\u7121\u53ef\u6311\u5254\u7684\uff0c\u4eca\u665a\u90fd\u767b\u4e0a$100\u5927\u95dc\u3002\u53ef\u60dc\u7684\u662f\u4e4b\u524d\u505acovered call $89\u88abcall\u8d70\u4e86\uff0c\u800c\u8fd1\u671f\u56de\u5230$8X\u592a\u8caa\u5fc3\u639b\u592a\u4f4e\u5165\u4e0d\u5230\u3002\u5982\u679c\u4e0b\u6b21\u5927\u5e02\u8abf\u6574\u6642AMD\u518d\u6b21\u56de\u5230$90\u4ee5\u4e0b\u6211\u6703\u518d\u5165\u624b\u7684\u3002 \u4ee5\u4e0a\u5167\u5bb9\u4e0d\u69cb\u6210\u6295\u8cc7\u8cb7\u8ce3\u5efa\u8b70\u3002"}