Advanced Micro Devices Inc (NASDAQ: AMD) tab tom ua lag luam poob rau hnub Tuesday tom qab tus kws tshuaj ntsuam Bernstein tig dovish ntawm semiconductor behemoth.
AMD Tshuag tsis muaj lub ntsiab lus upside
Stacy Rasgon tau txo qis AMD Tshuag tag kis no rau "kev ua lag luam" thiab txo nws lub hom phiaj rau $ 80. Qhov ntawd sawv cev tsuas yog 5.0% upside ntawm nws qhov ze dhau los.
Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam?
Sau npe rau Invezz cov ntawv xov xwm, hnub no.
Nws qhov kev pom yog ua raws li qhov kev poob qis hauv cov khoos phis tawj ntawm tus kheej thaum cov neeg siv khoom siv hloov pauv ntawm cov khoom mus rau cov kev pabcuam.
PC ib puag ncig tau loj hlob zuj zus tuaj thiab peb txoj kev ntseeg tias AMD yuav ua pov thawj muaj kev tiv thaiv ntau dua rau cov channel degradation ua pov thawj tsis raug, thiab nyob rau lub hlis tsis ntev los no, peb tau loj hlob ceev faj txog PC dynamics.
Tus kws tshuaj ntsuam Bernstein tsis xav tias Advanced Micro Devices yuav loj hlob nws cov paj tau ntau npaum li qhov xav tau hauv ib nrab ntawm 2023.
Intel tab tom ntxiv rau nws cov kev txom nyem ib yam
Rasgon pom zoo tias tus AMD khoom tsis kim heev rau tus kheej. Tab sis nws tau tso tawm los ntawm Intel's "kev coj tus cwj pwm" uas tau thawb AMD los tshaj tawm cov luv nqi sib sib zog nqus ntawm nws cov PC tshiab.
Intel tab tom siv ob qho tib si tus nqi thiab lub peev xwm los ua ib qho cuab yeej cuab tam, txuas ntxiv mus rau kev lag luam txawm tias muaj kev puas tsuaj loj hauv kev lag luam (nws zoo li peb tias Intel tau txiav txim siab tias yog cov channel yuav tuav cov khoom, nws kuj yuav yog lawv qhov chaw.
Tus kws tshuaj ntsuam kuj tau sau tseg cov nqi siab dua li lwm lub taub hau rau Advanced Micro Advances Inc.
AMD tau teem sijhawm tshaj tawm nws cov txiaj ntsig Q4 lub lim tiam tom ntej. kev pom zoo yog rau nws kom khwv tau 52 xees ib feem ntawm lub quarter no piv rau 83 xees ib feem ib xyoos dhau los.
Tau qhov twg los: https://invezz.com/news/2023/01/24/amd-stock-downgraded-at-bernstein/