Advanced Micro Devices Inc (NASDAQ: AMD) tab tom tsom rau hnub Monday tom qab tus kws tshuaj ntsuam Baird tau hais txog txoj hlua ntawm cov khoom siv zoo thaum nws tig bullish ntawm Tshuag.
AMD shares tuaj yeem nce mus txog $ 100
Tristan Gerra tam sim no pom zoo yuav AMD shares thiab pom upside nyob rau hauv lawv mus rau $ 100 - ib tug 40% hwm ntawm nws yav tas los ze.
Nws qhov kev pom zoo yog qhov tseem ceeb ntawm qhov kev thov muaj zog rau "Genoa" - qhov tseeb cov ntaub ntawv chaw nti uas Advanced Micro Devices pib lub lim tiam dhau los.
Genoa qhov kev ua tau zoo tseem ceeb nce qib yuav tsum tau txhais ua qhov nrawm ntawm kev ua lag luam tau txais txiaj ntsig rau AMD hauv 2023, nrog rau tus nqi siab dua thiab cov nyiaj tau los ntau dua, txhawb nqa AMD's EPYC kev ua thawj coj.
Piv rau qhov pib ntawm 2022, cov Tshuag tseem poob ze li 50%.
AMD yuav txuas ntxiv nthuav nws txoj kev lag luam
Nws yog qhov kev hu xov tooj nthuav tshwj xeeb txij li AMD, ua ntej lub hlis no, poob siab ob qho tib si ntawm kev ua tau zoo peb lub hlis twg thiab kev taw qhia yav tom ntej (qhov chaw). Tab sis Gerra tseem ntseeg tias cov semiconductor behemoth tseem yuav nyiag kev lag luam los ntawm Intel hauv "servers".
Nws RDNA 3 GPU, nws hais ntxiv, yuav pab nthuav dav hneev taw tiv thaiv RTX40 series (Nvidia) ib yam nkaus, ua tsaug rau "cov nqi txuag" uas yog qhov tshwj xeeb zoo nyob rau hauv lub ntsej muag ntawm cov neeg siv khoom qeeb.
Tus kws tshuaj ntsuam Baird kuj tseem muaj kev txhawb nqa ntawm $ 49 nphom kev tau txais Xilinx. Kev thov rau Xilinx cov khoom, nws kwv yees, yuav nyob twj ywm muaj zog los ntawm thawj ib nrab ntawm 2023.
Ntawm 44 lub sijhawm, AMD cov khoom lag luam tam sim no ua lag luam tsawg dua ib nrab ntawm qhov nruab nrab ntawm lawv cov nqi-rau-nyiaj tau ntau rau tsib xyoos dhau los. Uas ua Advanced Micro Li Inc txaus nyiam nyob rau hauv cov nqe lus ntawm valuation thiab.