Citi Christopher Danely tus kws tshuaj ntsuam xyuas channel qhia tau hais tias tus nqi xaj los ntawm PC cov khoom noj khoom haus tseem muaj kev nyuaj siab thaum muaj kev xav tau tsis zoo thiab cov khoom muag ntau dhau, thiab cov ntaub ntawv chaw xaus kev lag luam tseem tab tom dov.
Nws zoo nkaus li cov nyiaj tau los ntawm Intel Corp tus (Nasdaq: INTC) CPU lag luam hauv 3Q22 tau thim rov qab, thiab Danely cia siab tias Advanced Micro Li, Inc (Nasdaq: AMD) kom tau txais kev lag luam rov qab hauv 4Q22.
Txawm li cas los xij, tus kws tshuaj ntsuam xav tias qhov chaw PC tsis zoo yuav tshwm sim rau xyoo 2023 thiab poob rau qhov kev pom zoo kwv yees rau Intel thiab AMD los ntawm PC thiab cov ntaub ntawv chaw noj mov.
Danely cov kev txheeb xyuas qhia tau hais tias tus nqi xaj los ntawm cov ntaub ntawv chaw xaus kev lag luam tab tom ploj mus nrog kev poob qis los ntawm kev lag luam kawg (kwv yees li 40% ntawm cov ntaub ntawv chaw xaus kev lag luam) thiab Meta Platforms Inc. (Nasdaq: META) Facebook.
Tus kws tshuaj ntsuam tseem cia siab tias yuav muaj kev kho nyob rau hauv cov ntaub ntawv chaw xaus kev lag luam hauv 1H23, thiab Danely's C23 kwv yees yog 24% qis dua qhov Kev Pom Zoo ntawm AMD thiab 9% hauv qab qhov Kev Pom Zoo ntawm Intel.
Nqe Nqis: INTC shares pauv siab dua los ntawm 0.73% ntawm $ 28.54 ntawm daim tshev kawg hnub Thursday.
Duab los ntawm cebbi los ntawm Pixabay
Kev ntsuam xyuas tseeb rau INTC
Hnub | Tshaj tawm | Action | Los ntawm | Yuav |
|---|---|---|---|---|
ti 2022  | Morgan Stanley | Downgrades | Sib npaug - Qhov hnyav | Kev phom sij |
Feb 2022 | Raymond James | hloov khoom dua tshiab | Ua tsis tau zoo | Kev Ua Lag Luam |
Feb 2022 | BMO Peev | Txij nkawm | Kev Ua Lag Luam |
Saib Ntau Cov Kev Ntsuas Ntsuas rau INTC
Saib Qhov Ntsuam Kev Ntsuam Xyuas Cov Ntaus Tawm Tshiab
Saib ntxiv ntawm Benzinga
Tsis txhob nco lub sijhawm ceeb toom ntawm koj cov khoom lag luam - koom Lub Npe Lub Npe Pro dawb! Sim cov cuab yeej uas yuav pab koj nqis peev smarter, sai dua, thiab zoo dua.
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Tau qhov twg los: https://finance.yahoo.com/news/amd-likely-gain-share-4q-183708926.html