What's Going On With Arm Holdings Stock Wednesday?
What's Going On With Arm Holdings Stock Wednesday?
Arm Holdings Plc (NASDAQ:ARM) shares are trading higher Wednesday in sympathy with Advanced Micro Devices, Inc. (NASDAQ:AMD), which jumped after reporting strong financial results for the second quarter.
Arm Holdings Plc(納斯達克:ARM)的股票在週三與Advanced Micro Devices, Inc.(納斯達克:AMD)同步交易,後者在第二季度報告了強勁的財務業績後上漲。
What Happened With AMD: AMD reported second-quarter revenue of $5.835 billion, beating analyst estimates of $5.724 billion. The chipmaker reported adjusted earnings of 69 cents per share, beating analyst estimates of 68 cents per share.
超微公司的情況:超微公司報告了583.5億美元的二季度營業收入,超過了分析師預計的572.4億美元。這家芯片製造商報告了每股調整後的收益爲69美分,超出分析師預計的68美分。
"We delivered strong revenue and earnings growth in the second quarter driven by record Data Center segment revenue. Our AI business continued accelerating and we are well positioned to deliver strong revenue growth in the second half of the year led by demand for Instinct, EPYC and Ryzen processors," said Lisa Su, chair and CEO of AMD.
超微公司的董事長兼首席執行官蘇姿豐表示:“我們在第二季度實現了強勁的營收和盈利增長,這主要得益於數據中心業務收入的創紀錄增長。我們的人工智能業務仍在加速發展,而我們的Instinct、EPYC、Ryzen處理器的需求也將使我們在下半年實現強勁的營收增長。”
"The rapid advances in generative AI are driving demand for more compute in every market, creating significant growth opportunities as we deliver leadership AI solutions across our business."
蘇姿豐還表示:“生成式人工智能的快速發展正在推動各個市場對計算能力的需求增長,爲我們提供了巨大的增長機遇,因爲我們在各個業務領域都提供領先的人工智能解決方案。”
AMD said it expects third-quarter revenue to be between $6.4 billion and $7 billion versus estimates of $6.61 billion. The company anticipates third-quarter gross margin of approximately 53.5%. AMD also said on its conference call that it expects GPU revenue to exceed $4.5 billion this year, up from its prior forecast of approximately $4 billion.
超微公司表示,預計第三季度營業收入將在64億美元至70億美元之間,而分析師預計爲66.1億美元。該公司預計第三季度毛利率約爲53.5%。超微公司還在電話會議上表示,預計GPU芯片-雲計算業務收入將超過4500萬美元,高於其先前的大約4000萬美元的預測。
AMD shares were up approximately 9% at the time of writing.
在編寫本文時,AMD股票上漲約9%。
Why It Matters: Several semiconductor names are moving higher alongside AMD as investors and analysts become more optimistic about chip earnings.
爲什麼重要:隨着投資者和分析師對芯片收益變得更加樂觀,幾個半導體公司的股票也在與AMD一起上漲。
Arm is scheduled to report financial results for its fiscal first quarter after the market close on Wednesday. Analysts are looking for earnings of 34 cents per share and revenue of $902.691 million, according to estimates from Benzinga Pro.
Arm計劃在週三市場收盤後公佈其業績第一季度的財務業績。根據Benzinga Pro的估計,分析師預計其每股收益爲0.34美元,營業收入爲90269.1萬美元。
Last quarter, Arm reported earnings of 36 cents per share and revenue of $928 million in its third quarter as a public company.
作爲一家上市公司,上一季度Arm的業績顯示,公司營業收入爲92800萬美元,每股收益爲0.36美元。
"This growth was driven by record royalty revenue as Armv9 adoption continues, especially in smartphones, server, and automotive markets. Revenue from licensing was also very strong, driven by multiple high-value agreements and the increased demand for Arm's power-efficient technology for AI from data centers to edge computing," Arm CEO Rene Haas said at the time.
Arm首席執行官Rene Haas當時表示:“這種增長是由於Armv9在智能手機、服務器和汽車市場的採用持續增長,尤其是在邊緣計算領域。來自授權的營收也非常強勁,受到多個高價值協議的推動,以及數據中心到人工智能領域對Arm節能技術需求的增加。”
It's worth noting that HSBC analyst Frank Lee on Monday downgraded Arm from a Hold rating to a Reduce rating, just days ahead of earnings.
值得注意的是,在業績發佈之前幾天,匯豐銀行分析師Frank Lee將Arm的評級從持有降至減持。
What Else: Some chip stocks may also be getting a lift after Reuters reported that the Biden administration plans to propose a new rule next month that would expand the United States' ability to stop foreign exports of semiconductor manufacturing equipment to Chinese chipmakers.
路透社報道稱,一些芯片股可能也因拜登政府計劃在下個月提出一項新規定而獲得提振,該新規定將擴大美國阻止半導體制造設備流向中國芯片製造商的能力。
The report indicates that shipments from allies that export key chipmaking equipment, including Japan, the Netherlands and South Korea, will be excluded from the new rule, limiting its impact, according to sources familiar with the matter.
該報告指出,包括日本,荷蘭和韓國在內的出口重要芯片製造設備的盟友將不受新規定的限制,這將限制其影響,消息人士如是說。
ARM Price Action: Arm shares were up 7.21% at $142.55 at the time of writing, according to Benzinga Pro.
根據Benzinga Pro,在編寫本文時,Arm的股票價格上漲7.21%,爲142.55美元。
Photo: Shutterstock.
照片:shutterstock。