Why Micron, Broadcom And Lam Research Shares Are Moving Higher Thursday
Why Micron, Broadcom And Lam Research Shares Are Moving Higher Thursday
Several semiconductor stocks including Micron Technology Inc (NASDAQ:MU), Broadcom Inc (NASDAQ:AVGO) and Lam Research Corp (NASDAQ:LRCX) are trading higher Thursday in sympathy with NVIDIA Corp (NASDAQ:NVDA), which jumped after reporting earnings for the first quarter.
包括美光科技公司（納斯達克股票代碼：MU）、博通公司（納斯達克股票代碼：AVGO）和Lam Research Corp（納斯達克股票代碼：LRCX）在內的幾隻半導體股票週四走高，對英偉達公司（納斯達克股票代碼：NVDA）表示同情，後者在公佈第一季度業績後上漲。
What Happened With NVDA: Nvidia beat analyst estimates for the first quarter on the top and bottom lines, reporting revenue of $26.044 billion versus analyst estimates of $24.646 billion and earnings of $6.12 per share versus estimates of $5.59 per share.
NVDA發生了什麼：英偉達第一季度的收入和利潤均超過了分析師的預期，其收入爲260.44億美元，而分析師的估計爲246.46億美元，每股收益爲6.12美元，而預期的每股收益爲5.59美元。
Nvidia also issued upbeat guidance, forecasting second-quarter revenue of $28 billion, plus or minus 2%, versus estimates of $26.64 billion, according to data from Benzinga Pro.
根據Benzinga Pro的數據，英偉達還發布了樂觀的指導方針，預計第二季度收入爲280億美元，正負2％，而預期爲266.4億美元。
"The next industrial revolution has begun — companies and countries are partnering with NVIDIA to shift the trillion-dollar traditional data centers to accelerated computing and build a new type of data center — AI factories — to produce a new commodity: artificial intelligence," said Jensen Huang, founder and CEO of Nvidia. "AI will bring significant productivity gains to nearly every industry and help companies be more cost- and energy-efficient, while expanding revenue opportunities."
英偉達創始人兼首席執行官黃仁森表示：“下一次工業革命已經開始——各公司和國家正在與NVIDIA合作，將價值數萬億美元的傳統數據中心轉向加速計算，並建造一種新型的數據中心——人工智能工廠，以生產一種新商品：人工智能。”“人工智能將爲幾乎所有行業帶來顯著的生產力提高，並幫助公司提高成本和能源效率，同時擴大收入機會。”
Nvidia also announced a 10-for-1 forward stock split, effective June 7, and increased its dividend 150% to 1 cent per share on a post-split basis.
英偉達還宣佈從6月7日起實行10比1的遠期股票拆分，並在拆分後的基礎上將其股息提高了150％至每股1美分。
Shares accelerated to the upside late Wednesday after Huang revealed on the conference call that production for Nvidia's recently launched Blackwell chips has started. He also noted that the company anticipates "a lot of Blackwell revenue" this year. Nvidia shares were up more than 7% at the time of writing.
黃在電話會議上透露，英偉達最近推出的Blackwell芯片的生產已經開始，週三晚些時候，股價加速上漲。他還指出，該公司預計今年布萊克韋爾將獲得 “大量收入”。在撰寫本文時，英偉達股價上漲了7％以上。
Following the company's quarterly results, several analysts raised price targets on the stock ranging from $1,140 to $1,320 per share. Rosenblatt also maintained its price target of $1,400, per Benzinga Pro.
該公司公佈季度業績後，幾位分析師將該股的目標股價從每股1,140美元提高到1,320美元不等。根據Benzinga Pro的數據，羅森布拉特還維持了1400美元的目標股價。
Micron is one of the largest chip companies in the world, specializing in memory and storage. Micron delivers a rich portfolio of high-performance DRAM, NAND and NOR memory and storage products. Micron shares were up 4.53% at last check.
美光是世界上最大的芯片公司之一，專門生產內存和存儲。美光提供豐富的高性能 DRAM、NAND 和 NOR 內存和存儲產品組合。美光股價在上次檢查時上漲了4.53％。
Broadcom designs, develops and supplies a broad range of semiconductor, enterprise software and security solutions. Broadcom shares were up 2.62% Thursday morning.
Broadcom 設計、開發和提供廣泛的半導體、企業軟件和安全解決方案。週四上午，博通股價上漲了2.62％。
Lam Research is a global supplier of innovative wafer fabrication equipment and services to the semiconductor industry. Lam Research shares were up 2.96% at last check, according to Benzinga Pro.
Lam Research是爲半導體行業提供創新晶圓製造設備和服務的全球供應商。根據Benzinga Pro的數據，Lam Research的股價在上次檢查時上漲了2.96％。
Photo: courtesy of Nvidia.
照片：由 Nvidia 提供。
譯文內容由第三人軟體翻譯。