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Ntawv loj Dreamstime Advanced Micro Devices tuaj yeem yog qhov chaw zoo los caij tawm lub voj voog nyuaj rau cov khoom lag luam semiconductor nruab nrab qeeb cov neeg siv khoom xav tau, raws li Raymond James.Tus kws tshuaj ntsuam Chris Caso tau hloov kho Advanced Micro Devices (ticker: AMD ) Hnub Monday rau Strong Buy los ntawm Outperform, boosting shares los ntawm 3.2% rau $91.01. "Raws li peb tau muaj kev txhawj xeeb ntau ntxiv txog kev pheej hmoo ntawm lub voj voog uas muaj peev xwm ua rau cov neeg siv khoom xav tau qeeb thiab nce qib cov khoom muag ntawm cov neeg siv khoom, peb nyiam cov tuam txhab semi nrog cov neeg tsav tsheb muaj zog, muaj kev cuam tshuam ntau dua thiab muaj txiaj ntsig zoo, uas AMD zoo li qhov chaw zoo," Caso sau rau hauv daim ntawv tshawb fawb.Tus kws tshuaj ntsuam ntseeg tias AMD tuaj yeem txuas ntxiv tau txais txiaj ntsig kev lag luam hauv nws qhov chaw datacenter, ob qho tib si hauv huab thiab kev lag luam. Kev tso tawm yav tom ntej ntawm lub tuam txhab tshiab Genoa server nti tuaj yeem tso AMD ua ntej ntawm cov neeg sib tw xws li Intel (INTC) thiab Taiwan semiconductor (TSM), nws hais ntxiv.Kev muag khoom ntawm tus kheej hauv lub computer tseem nyob Caso qhov kev txhawj xeeb tseem ceeb, raws li cov neeg siv khoom xav tau qhia pom tias qeeb. Tab sis txawm li ntawd los, nws zoo siab tias AMD yuav tawm tsam cov neeg siv khoom kom deb ntawm Intel hauv PC ua lag luam thaum nws txav mus los ua "kev txhawb nqa duopoly dhau sijhawm," Caso sau. Tsuas yog 1% ntawm cov neeg siv khoom tau txais txiaj ntsig yuav cuam tshuam 5% kev poob qis hauv kev lag luam tag nrho, ua rau kev lag luam sib koom ua lag luam tseem ceeb dua rau lub tuam txhab tshaj li kev lag luam loj hlob, nws suav."Peb qhov kev kuaj xyuas tsis ntev los no qhia tias qhov kev thov los ntawm AMD tseem muaj zog," nws sau.Caso tuav tus nqi $ 160 lub hom phiaj ntawm AMD. Thaum ntxov lub hlis no, Truist kws tshuaj ntsuam William Stein txiav nws lub hom phiaj rau lub Tshuag mus txog $ 111 los ntawm $ 144, hais txog kev txhawj xeeb txog kev xav tau ntawm cov khoom siv hluav taws xob semiconductor hauv kev suav, cov neeg siv khoom, thiab kev sib txuas lus.AMD poob qis 37% xyoo no. Cov khoom lag luam thim rov qab tau ua rau lub tuam txhab tus nqi "zoo txaus nyiam rau lub tuam txhab nrog cov kev cia siab zoo li no," Caso sau. Zuag qhia tag nrho, cov kws tshuaj ntsuam tseem muaj txiaj ntsig zoo ntawm cov khoom lag luam. Ntawm 39 tus kws tshuaj ntsuam xyuas los ntawm FactSet, 62% ntsuas nws qhov Kev Yuav lossis Tshaj Tawm, thaum 36% ntsuas nws qhov yuav thiab 2.6% Muag.Sau rau Sabrina Escobar ntawm [email tiv thaiv]
Advanced Micro Devices tuaj yeem yog qhov chaw zoo los caij tawm lub voj voog nyuaj rau cov khoom lag luam semiconductor nruab nrab qeeb cov neeg siv khoom xav tau, raws li Raymond James.
Tus kws tshuaj ntsuam Chris Caso tau hloov kho Advanced Micro Devices (ticker:
AMD ) Hnub Monday rau Strong Buy los ntawm Outperform, boosting shares los ntawm 3.2% rau $91.01.
"Raws li peb tau muaj kev txhawj xeeb ntau ntxiv txog kev pheej hmoo ntawm lub voj voog uas muaj peev xwm ua rau cov neeg siv khoom xav tau qeeb thiab nce qib cov khoom muag ntawm cov neeg siv khoom, peb nyiam cov tuam txhab semi nrog cov neeg tsav tsheb muaj zog, muaj kev cuam tshuam ntau dua thiab muaj txiaj ntsig zoo, uas AMD zoo li qhov chaw zoo," Caso sau rau hauv daim ntawv tshawb fawb.
Tus kws tshuaj ntsuam ntseeg tias AMD tuaj yeem txuas ntxiv tau txais txiaj ntsig kev lag luam hauv nws qhov chaw datacenter, ob qho tib si hauv huab thiab kev lag luam. Kev tso tawm yav tom ntej ntawm lub tuam txhab tshiab Genoa server nti tuaj yeem tso AMD ua ntej ntawm cov neeg sib tw xws li
Intel (INTC) thiab
Taiwan semiconductor (TSM), nws hais ntxiv.
Kev muag khoom ntawm tus kheej hauv lub computer tseem nyob Caso qhov kev txhawj xeeb tseem ceeb, raws li cov neeg siv khoom xav tau qhia pom tias qeeb. Tab sis txawm li ntawd los, nws zoo siab tias AMD yuav tawm tsam cov neeg siv khoom kom deb ntawm Intel hauv PC ua lag luam thaum nws txav mus los ua "kev txhawb nqa duopoly dhau sijhawm," Caso sau. Tsuas yog 1% ntawm cov neeg siv khoom tau txais txiaj ntsig yuav cuam tshuam 5% kev poob qis hauv kev lag luam tag nrho, ua rau kev lag luam sib koom ua lag luam tseem ceeb dua rau lub tuam txhab tshaj li kev lag luam loj hlob, nws suav.
"Peb qhov kev kuaj xyuas tsis ntev los no qhia tias qhov kev thov los ntawm AMD tseem muaj zog," nws sau.
Caso tuav tus nqi $ 160 lub hom phiaj ntawm AMD. Thaum ntxov lub hlis no, Truist kws tshuaj ntsuam William Stein txiav nws lub hom phiaj rau lub Tshuag mus txog $ 111 los ntawm $ 144, hais txog kev txhawj xeeb txog kev xav tau ntawm cov khoom siv hluav taws xob semiconductor hauv kev suav, cov neeg siv khoom, thiab kev sib txuas lus.
AMD poob qis 37% xyoo no. Cov khoom lag luam thim rov qab tau ua rau lub tuam txhab tus nqi "zoo txaus nyiam rau lub tuam txhab nrog cov kev cia siab zoo li no," Caso sau.
Zuag qhia tag nrho, cov kws tshuaj ntsuam tseem muaj txiaj ntsig zoo ntawm cov khoom lag luam. Ntawm 39 tus kws tshuaj ntsuam xyuas los ntawm FactSet, 62% ntsuas nws qhov Kev Yuav lossis Tshaj Tawm, thaum 36% ntsuas nws qhov yuav thiab 2.6% Muag.
Sau rau Sabrina Escobar ntawm [email tiv thaiv]
Tau qhov twg los: https://www.barrons.com/articles/advanced-micro-devices-amd-stock-strong-buy-51650895737?siteid=yhoof2&yptr=yahoo
AMD tuaj yeem kov yeej qhov kev xav tau qeeb rau Semis. Nws yog Kev Yuav Muaj Zog, Tus Kws Tshuaj Ntsuam Xyuas Hais.
Ntawv loj
Tau qhov twg los: https://www.barrons.com/articles/advanced-micro-devices-amd-stock-strong-buy-51650895737?siteid=yhoof2&yptr=yahoo