Ntawv loj
Broadcom tau teem sijhawm tshaj tawm cov nyiaj tau los rau hnub Thursday.
Patrick T. Fallon / Bloomberg
Broadcom
tau teem sijhawm los tshaj tawm cov nyiaj tau los rau hnub Thursday, thiab cov kws tshuaj ntsuam pom zoo txog cov khoom lag luam semiconductor xaj los ntawm cov tuam txhab thev naus laus zis loj xws li
Kua
,
Meta Platforms
thiab
Google
.
Nyob rau nruab nrab hnub Tuesday trading, shares ntawm Broadcom (ticker: AVGO) tau nce 6.5% Tuesday rau $ 865.32, cov ntaub ntawv siab heev rau cov Tshuag. Cov khoom lag luam tau nce 55% xyoo no.
Lub tuam txhab thiab Apple (AAPL) tau tshaj tawm tsab ntawv cog lus tshiab ntau txhiab daus las los ua 5G xov tooj cua zaus Cheebtsam thiab cov chips wireless. Qhov kev pom zoo thiab lwm tus, tshwj xeeb tshaj yog nrog Google, muaj Wall Street feem ntau zoo los rau hauv cov nyiaj tau los.
"Peb ntseeg tias Broadcom cov kev cai nti (ASIC) kev lag luam tau txuas ntxiv pom kev txiav txim siab nrawm los ntawm Google rau nws cov txheej txheem kev txawj ntse ntse hu ua TPU," JP Morgan tus kws tshuaj ntsuam Harlan Sur tau sau rau hauv tsab ntawv tshawb fawb hnub Tuesday.
Sur, leej twg tsis muaj qhov ntsuas lossis nqe hom phiaj ntawm cov khoom lag luam, ntxiv tias Broadcom tau hais tias nws npaj yuav xa $ 3 nphom hauv tag nrho cov huab kev cai nti cov nyiaj tau los ntawm cov tuam txhab xws li Alphabet's Google (GOOGL),
Microsoft
(MSFT), thiab Meta (META) xyoo no, tab sis nws xav tias kev txiav txim siab nrawm los ntawm Google txhais tau tias Google lub TPU processor program ib leeg tuaj yeem tsav tau $ 3 nphom lossis ntau dua hauv cov nyiaj tau los.
Hnub Monday, KeyBanc Capital Markets tus kws tshuaj ntsuam xyuas John Vinh tau tsa nws lub hom phiaj tus nqi rau $ 820 los ntawm $ 720 thiab tuav nws qhov hnyav hnyav.
"Txawm hais tias muaj cov cim qhia txog kev ua kom muaj kev noj qab haus huv, kev pab them nqi rov qab thiab lub sijhawm ua haujlwm ntev ntev yuav tsum txhawb nqa cov txiaj ntsig / kev pom zoo, ua ke nrog AI generative thiab kev rov ua dua tshiab ntawm AAPL daim ntawv cog lus mus sij hawm ntev," Vinh tau sau hauv tsab ntawv tshawb fawb.
Vinh cia siab tias lub tuam txhab cov lej yuav nyob hauv kab lossis siab dua me ntsis ntawm cov txiaj ntsig thib ob thiab kev taw qhia.
Ntawm 27 tus kws tshuaj ntsuam xyuas los ntawm FactSet, 23 tus nqi ntawm Tshuag Yuav, peb Tuav thiab ib Muag.
Sau rau Angela Palumbo ntawm [email tiv thaiv]
Tau qhov twg los: https://www.barrons.com/articles/broadcom-chips-stock-apple-meta-google-deals-ai-artifial-intelligence-61679003?siteid=yhoof2&yptr=yahoo