AMD, Nvidia, thiab 2 Ntau Chip Tshuag Yuav Yuav rau 2023, Raws li tus kws tshuaj ntsuam

Ntawv loj

Mizuho hais tias muaj ntau cov khoom lag luam semiconductor uas muaj kev yuav khoom rau cov khoom tau zoo xyoo no.

Hauv tsab ntawv ceeb toom rau cov neeg siv khoom hnub Wednesday, tus kws tshuaj ntsuam Vijay Rakesh tau pom zoo

Advanced Micro Devices

(Tus zuam:

AMD

),

Nvidia

(NPE),

Qualcomm

(

QCOM

) thiab

Broadcom

(AVGO) raws li nws cov tswv yim saum toj kawg nkaus rau xyoo 2023. Nws muaj kev yuav khoom ntawm txhua lub tuam txhab.

Tus kws tshuaj ntsuam muaj $ 95 lub hom phiaj rau AMD Tshuag thiab lub hom phiaj ntawm $ 200 rau

Nvidia
,
thaum Qualcomm lub hom phiaj yog $150. Rau

Broadcom
,
nws cov nqi kwv yees yog $700.

Rakesh tau sau tseg nyob rau ob xyoo dhau los qhov kev lag luam semiconductor tau poob qis hauv xyoo sib law liag tsuas yog ob zaug. Cov

iShares Semiconductor

(ticker: SOXX) pauv pauv nyiaj, uas taug qab qhov kev ua tau zoo ntawm ICE Semiconductor Index, dhia 35% xyoo tas los.

Hauv kev ua lag luam thaum ntxov hnub Wednesday, AMD Tshuag lag luam poob 1.8% rau $ 73.37; Nvidia shares poob los ntawm 2% rau $ 188.75; Qualcomm Tshuag poob 1.1% rau $129.32; thiab Broadcom poob 0.6% rau $ 581.73.

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Cov ntawv xov xwm sau npe

Rov Ntsuam Xyuas & Saib Ua Ntej

Txhua hnub zwj hnub yav tsaus ntuj peb nthuav tawm cov xov xwm muaj txiaj ntsig zoo ntawm kev ua lag luam txhua hnub thiab piav qhia qhov yuav tshwm sim tag kis.

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Rau AMD, tus kws tshuaj ntsuam pom zoo txog nws cov ntaub ntawv chaw server nti ua lag luam thiab kwv yees nws tuaj yeem ua tiav qhov kev cia siab tam sim no.

Nws yog bullish ntawm Nvidia kev ua lag luam kev coj noj coj ua hauv kev ua cov chips uas siv rau cov ntawv thov kev txawj ntse thiab cia siab tias nws daim npav ua si tshiab kawg yuav muag zoo. Hais txog Qualcomm, Rakesh pom cov neeg tsim khoom chip ua tus tau txais txiaj ntsig los ntawm qhov kawg ntawm kev lag luam rov qab los hauv Suav teb.

Thaum kawg, Broadcom shares yog txaus nyiam nyob rau sab nraum qab ntawm nws cov nyiaj tau los siab thoob plaws nws cov semiconductor thiab infrastructure software portfolio, hais tias tus kws tshuaj ntsuam.

Sau ntawv rau Tae Kim ntawm [email tiv thaiv]