Credit Suisse Pom Microsoft Azure Narrow Revenue Gap To Amazon Web Services Thiab Widen Gap rau Google Huab, Alibaba Cloud

Tswv Qhia Tawm Lus

Oppenheimer Pounds Lub Rooj ntawm Nvidia Tshuag

Hauv tsab ntawv tshawb fawb zoo siab, Oppenheimer tus kws tshuaj ntsuam Rick Schafer tau tso tawm rooj plaub rau kev yuav Nvidia (NVDA) Tshuag - vim li cas nws ntsuas nws "ua tau zoo" thiab cia siab tias Nvidia shares yuav luag ob npaug rau $ 300 nyob rau 12 lub hlis tom ntej. (Saib xyuas Schafer cov ntaub ntawv teev tseg, nyem rau ntawm no) Raws li Schafer qhia nws, Nvidia cov software thiab chips tau ua rau lub tuam txhab tseem ceeb rau "AI ecosystem," muab Nvidia kev tswj hwm "kev pom tshwj xeeb thaum lawv tsim cov khoom lag luam hauv lockstep nrog cov neeg siv khoom huab. Lub tuam txhab'

Tau qhov twg los: https://finance.yahoo.com/news/credit-suisse-sees-microsoft-azure-194641101.html