Nyob Kho Dua Tshiab Cov Xov Xwm Thoob Ntiaj Teb Muaj Feem cuam tshuam Bitcoin, Ethereum, Crypto, Blockchain, Tshuab, Kev Lag Luam. Hloov Txhua feeb. Muaj Pub Rau Txhua Yam Lus.
Ntawv loj Nvidia tau txais tus nqi txiav tawm. Dreamstime Susquehanna tau txais tsawg dua bullish txog peb cov khoom lag luam nti.Hnub Wednesday, tus kws tshuaj xyuas semiconductor Christopher Rolland tau txo qis nws lub hom phiaj rau tus nqi Nvidia (Tus zuam: NVDA ) Tshuag rau $220 los ntawm $260, Advanced Micro Devices ( AMD ) Tshuag rau $120 los ntawm $140, thiab Intel ( INTC ) Tshuag rau $ 42 los ntawm $ 50, hais txog qhov kev thov tsis muaj zog rau cov khoos phis tawj thiab PC graphics phaib."Peb tseem ceev faj ntawm PC kev ua lag luam mus rau ib nrab xyoo 2022, txhawb nqa los ntawm kev poob siab ODM [thawj tsim cov tuam txhab tsim] tsim, cov kev kuaj xyuas muag muag, tsim cov khoom muag hauv PC, thiab txo tus nqi," Rolland sau.Tus kws tshuaj ntsuam tau rov lees paub nws qhov kev ntsuam xyuas zoo ntawm Nvidia thiab AMD, thiab tseem rov hais dua nws qhov ntsuas nruab nrab ntawm Intel.Nyuam qhuav pib lub lim tiam no, lub tuam txhab tshawb fawb IDC tau hais tias kev xa khoom thoob ntiaj teb rau cov khoos phis tawj ntawm tus kheej poob 15% nyob rau lub Rau Hli peb lub hlis twg los ntawm ib lub xyoo dhau los, qhov tshwm sim ntawm ib puag ncig nyuaj macro thiab kev sib tw ntawm cov saw hlau.Thiab kev lag luam graphics-phaib tej zaum yuav ua rau tsis zoo dua li kev lag luam hauv computer. Rolland tau hais tias "Tom qab khw muag khoom GPU tus nqi tseem poob qis," Rolland hais.Tus kws tshuaj ntsuam tau sau tseg tias tus nqi rau daim npav duab poob li cas poob li ntawm 20% nyob rau lub Rau Hli peb hlis ntuj los ntawm lub Peb Hlis lub quarter vim tias cov khoom lag luam nce, txo tus nqi cryptocurrency, thiab kev txhawj xeeb txog Ethereum qhov kev tsiv teb tsaws chaw tom ntej los ntawm "cov ntaub ntawv pov thawj-ntawm-ua haujlwm" qauv rau "pov thawj- ntawm-stake," uas yuav tsis lees paub qhov xav tau ntawm daim npav kos duab rau kev tsuas.Intel, AMD, thiab Nvidia tsis kam tawm tswv yim rau cov kws tshuaj ntsuam daim ntawv tshaj tawm. Hnub Wednesday, Intel shares poob 0.6% rau $ 37, thaum Nvidia shares tau nce 0.7% rau $ 151.84 thiab AMD Tshuag pauv nce 2.8% rau $ 78.49.Sau ntawv rau Tae Kim ntawm [email tiv thaiv]
Dreamstime
Susquehanna tau txais tsawg dua bullish txog peb cov khoom lag luam nti.
Hnub Wednesday, tus kws tshuaj xyuas semiconductor Christopher Rolland tau txo qis nws lub hom phiaj rau tus nqi
Nvidia (Tus zuam:
NVDA ) Tshuag rau $220 los ntawm $260,
Advanced Micro Devices (
AMD ) Tshuag rau $120 los ntawm $140, thiab
Intel (
INTC ) Tshuag rau $ 42 los ntawm $ 50, hais txog qhov kev thov tsis muaj zog rau cov khoos phis tawj thiab PC graphics phaib.
"Peb tseem ceev faj ntawm PC kev ua lag luam mus rau ib nrab xyoo 2022, txhawb nqa los ntawm kev poob siab ODM [thawj tsim cov tuam txhab tsim] tsim, cov kev kuaj xyuas muag muag, tsim cov khoom muag hauv PC, thiab txo tus nqi," Rolland sau.
Tus kws tshuaj ntsuam tau rov lees paub nws qhov kev ntsuam xyuas zoo ntawm Nvidia thiab AMD, thiab tseem rov hais dua nws qhov ntsuas nruab nrab ntawm Intel.
Nyuam qhuav pib lub lim tiam no, lub tuam txhab tshawb fawb IDC tau hais tias kev xa khoom thoob ntiaj teb rau cov khoos phis tawj ntawm tus kheej poob 15% nyob rau lub Rau Hli peb lub hlis twg los ntawm ib lub xyoo dhau los, qhov tshwm sim ntawm ib puag ncig nyuaj macro thiab kev sib tw ntawm cov saw hlau.
Thiab kev lag luam graphics-phaib tej zaum yuav ua rau tsis zoo dua li kev lag luam hauv computer. Rolland tau hais tias "Tom qab khw muag khoom GPU tus nqi tseem poob qis," Rolland hais.
Tus kws tshuaj ntsuam tau sau tseg tias tus nqi rau daim npav duab poob li cas poob li ntawm 20% nyob rau lub Rau Hli peb hlis ntuj los ntawm lub Peb Hlis lub quarter vim tias cov khoom lag luam nce, txo tus nqi cryptocurrency, thiab kev txhawj xeeb txog Ethereum qhov kev tsiv teb tsaws chaw tom ntej los ntawm "cov ntaub ntawv pov thawj-ntawm-ua haujlwm" qauv rau "pov thawj- ntawm-stake," uas yuav tsis lees paub qhov xav tau ntawm daim npav kos duab rau kev tsuas.
Intel, AMD, thiab Nvidia tsis kam tawm tswv yim rau cov kws tshuaj ntsuam daim ntawv tshaj tawm.
Hnub Wednesday, Intel shares poob 0.6% rau $ 37, thaum Nvidia shares tau nce 0.7% rau $ 151.84 thiab AMD Tshuag pauv nce 2.8% rau $ 78.49.
Sau ntawv rau Tae Kim ntawm [email tiv thaiv]
Tau qhov twg los: https://www.barrons.com/articles/nvidia-stock-intel-amd-chips-51657732522?siteid=yhoof2&yptr=yahoo