AMD Tshuag poob rau nws tus nqi qis tshaj hauv lub hlis. Vim Li Cas Nws Rov Los Dua.

Ntawv loj

Advanced Micro Devices

tau raug txo qis rau qhov nruab nrab los ntawm Kev Nyuaj Siab los ntawm cov kws tshuaj ntsuam ntawm Piper Sandler, uas tau hais tias kev txo qis tau raug tsav los ntawm, ntawm lwm yam, kev txhawj xeeb txog kev poob qis hauv kev lag luam hauv computer hauv 2022.

Tus nqi phiaj ntawm cov khoom lag luam raug txo rau $ 130 los ntawm $ 140.

AMD (ticker: AMD) shares poob 1.2% Thursday rau $126.74. Cov Tshuag tau poob ze li ntawm 12% txog rau tam sim no xyoo no, swept nyob rau hauv ib puag ncig ntawm nce Treasury yields uas tau tsoo technology stocks. Hnub Wednesday, cov khoom lag luam poob 2.8% rau $ 128.27, nws qhov qis tshaj plaws txij li lub Kaum Ib Hlis.

Piper Sandler tus kws tshuaj ntsuam Harsh Kumar tau sau rau hauv tsab ntawv ceeb toom rau hnub Thursday tias ntxiv rau kev ua lag luam PC qeeb, AMD cov nyiaj tau los thiab kev loj hlob tuaj yeem raug cuam tshuam los ntawm kev kaw ntawm kev nrhiav tau ntawm cov phooj ywg chip txiag.

Xilinx

(XLNX), thiab kev lag luam dav dav nyob ib puag ncig cov khoom lag luam siab-ntau, kev loj hlob siab.

"Raws li peb qhov kev hloov pauv no, peb xav tias muaj kev pheej hmoo poob qis dua li qhov kev pheej hmoo siab ntawm lub sijhawm no," Kumar tau hais.

Tus kws tshuaj ntsuam tau hais tias nws tsis xav tias "kev sib tawg ntawm cov hauv paus hauv lub sijhawm ze" rau AMD, thiab tsis pom lub tuam txhab ploj kev kwv yees nyob rau ob peb lub hlis tom ntej. Kumar tau hais tias "Tab sis thaum kawg, peb pom kev sib xyaw ua ke ntawm kev loj hlob qeeb thiab ib puag ncig PC ua rau lub nra hnyav rau cov khoom lag luam," Kumar tau hais.

Piper Sandler kuj txiav nws qhov kev ntaus nqi rau

NXP semiconductors

(NXPI) rau qhov nruab nrab los ntawm Kev Nyuaj Siab, thiab txo tus nqi lub hom phiaj rau $ 210 los ntawm $ 235, hais txog kev ceev faj txog "kev lag luam tsheb dav dav." Cov kws tshuaj ntsuam tau sau tseg tias NXP muaj kwv yees li ib nrab ntawm nws cov nyiaj tau los khi rau kev lag luam tsheb.

NXP shares poob 1% Thursday rau $ 208.89.

Sau rau Joe Woelfel ntawm [email tiv thaiv]