Chip loj Intel Corp. yog thawj coj kev loj hlob hauv huab thev naus laus zis, raws li kev tshawb fawb tshiab los ntawm KeyBanc Capital Markets.
Intel Corp.
INTC,
+ 3.21%
yog tus yeej hauv KeyBanc qhov tseeb txhua hli cov ntaub ntawv taug qab cov servers siv rau "cov xwm txheej huab" lossis cov kev pabcuam muaj nyob ntawm huab huab. Kev tshawb fawb, uas tau tshaj tawm hnub Thursday, tsom mus rau cov txheej txheem tshiab tshiab, xws li Intel's Ice Lake.
Nyob rau lub Tsib Hlis, huab cua tau rov ua kom muaj kev loj hlob ntxiv, KeyBanc tau hais tias, nce 3% txij lub Plaub Hlis thiab 26% piv rau tib lub sijhawm xyoo tas los. Qhov no tau coj feem ntau los ntawm cov xwm txheej siv Intel processors, uas tau nce 4% txij lub Plaub Hlis thiab 18% ntawm tib lub sijhawm xyoo tas los. Kev loj hlob feem ntau yog siv los ntawm kev siv Intel's Ice Lake processor, uas loj hlob 10% lub hli dhau ib hlis thiab 71% xyoo dhau ib xyoo ua tsaug ntau rau siv hauv Amazon.com Inc.
AMZN,
+ 3.58%
Amazon Web Services (AWS) platform.
Saib tam sim no: Nvidia nthuav tawm Ampere GPU architecture rau AI txhawb nqa, thiab thawj lub hom phiaj yog tus kabmob coronavirus
"Peb pom cov txiaj ntsig zoo li nruab nrab rau INTC, muab qhov sib faib me me nce hauv huab thawj zaug txij li lub Cuaj Hli 2021," tus kws tshuaj ntsuam KeyBanc John Vinh tau sau rau hauv tsab ntawv tshaj tawm hnub Thursday.
Cov xwm txheej huab uas siv Nvidia Corp.
NVDA,
+ 5.55%
thiab Advanced Micro Devices Inc.
AMD,
+ 5.64%
processors nce siab me ntsis, raws li Vinh. Cov xwm txheej siv Nvidia cov duab ua haujlwm tau nce 2% lub hli dhau ib hlis thiab 39% xyoo dhau los, ua tsaug rau feem ntau siv nws cov Ampere processor ntawm Alibaba Group Holding Ltd.
PAB,
+ 4.91%.
AMD huab huab tau nce 1% txij lub Plaub Hlis thiab 116% xyoo dhau los. Kev siv lub tuam txhab Milan processors loj hlob me me nyob rau hauv lub Tsib Hlis, coj kuv AWS deployments, Vinh sau.
Saib tam sim no: Intel cov neeg lag luam raug kev txom nyem tsis zoo hnub ntawm lub xyoo tom qab cov kws tshuaj ntsuam taw rau AMD vim li cas rau cov ntaub ntawv-chaw tsis muaj zog
Shares ntawm Intel tau nce 3.1% nyob rau yav tsaus ntuj kev ua lag luam hnub Friday, txhawb nqa los ntawm qhov dav dua rov qab hauv cov khoom lag luam thev naus laus zis, thaum Nvidia nce 4.0% thiab AMD tau nce 4.8%, tawm ntawm S & P 500 index's
SPX,
+ 3.06%
2.4% nce.
Tau qhov twg los: https://www.marketwatch.com/story/intel-wins-latest-race-in-chip-uses-for-the-cloud-says-keybanc-capital-markets-11656092352?siteid=yhoof2&yptr=yahoo
Intel yeej qhov kev sib tw tshiab kawg hauv nti siv rau huab, hais tias KeyBanc Capital Markets
Chip loj Intel Corp. yog thawj coj kev loj hlob hauv huab thev naus laus zis, raws li kev tshawb fawb tshiab los ntawm KeyBanc Capital Markets.
Intel Corp.
+ 3.21%
INTC,
yog tus yeej hauv KeyBanc qhov tseeb txhua hli cov ntaub ntawv taug qab cov servers siv rau "cov xwm txheej huab" lossis cov kev pabcuam muaj nyob ntawm huab huab. Kev tshawb fawb, uas tau tshaj tawm hnub Thursday, tsom mus rau cov txheej txheem tshiab tshiab, xws li Intel's Ice Lake.
Nyob rau lub Tsib Hlis, huab cua tau rov ua kom muaj kev loj hlob ntxiv, KeyBanc tau hais tias, nce 3% txij lub Plaub Hlis thiab 26% piv rau tib lub sijhawm xyoo tas los. Qhov no tau coj feem ntau los ntawm cov xwm txheej siv Intel processors, uas tau nce 4% txij lub Plaub Hlis thiab 18% ntawm tib lub sijhawm xyoo tas los. Kev loj hlob feem ntau yog siv los ntawm kev siv Intel's Ice Lake processor, uas loj hlob 10% lub hli dhau ib hlis thiab 71% xyoo dhau ib xyoo ua tsaug ntau rau siv hauv Amazon.com Inc.
+ 3.58%
AMZN,
Amazon Web Services (AWS) platform.
Saib tam sim no: Nvidia nthuav tawm Ampere GPU architecture rau AI txhawb nqa, thiab thawj lub hom phiaj yog tus kabmob coronavirus
"Peb pom cov txiaj ntsig zoo li nruab nrab rau INTC, muab qhov sib faib me me nce hauv huab thawj zaug txij li lub Cuaj Hli 2021," tus kws tshuaj ntsuam KeyBanc John Vinh tau sau rau hauv tsab ntawv tshaj tawm hnub Thursday.
Cov xwm txheej huab uas siv Nvidia Corp.
+ 5.55%
+ 5.64%
+ 4.91% .
NVDA,
thiab Advanced Micro Devices Inc.
AMD,
processors nce siab me ntsis, raws li Vinh. Cov xwm txheej siv Nvidia cov duab ua haujlwm tau nce 2% lub hli dhau ib hlis thiab 39% xyoo dhau los, ua tsaug rau feem ntau siv nws cov Ampere processor ntawm Alibaba Group Holding Ltd.
PAB,
AMD huab huab tau nce 1% txij lub Plaub Hlis thiab 116% xyoo dhau los. Kev siv lub tuam txhab Milan processors loj hlob me me nyob rau hauv lub Tsib Hlis, coj kuv AWS deployments, Vinh sau.
Saib tam sim no: Intel cov neeg lag luam raug kev txom nyem tsis zoo hnub ntawm lub xyoo tom qab cov kws tshuaj ntsuam taw rau AMD vim li cas rau cov ntaub ntawv-chaw tsis muaj zog
Shares ntawm Intel tau nce 3.1% nyob rau yav tsaus ntuj kev ua lag luam hnub Friday, txhawb nqa los ntawm qhov dav dua rov qab hauv cov khoom lag luam thev naus laus zis, thaum Nvidia nce 4.0% thiab AMD tau nce 4.8%, tawm ntawm S & P 500 index's
+ 3.06%
SPX,
2.4% nce.
Tau qhov twg los: https://www.marketwatch.com/story/intel-wins-latest-race-in-chip-uses-for-the-cloud-says-keybanc-capital-markets-11656092352?siteid=yhoof2&yptr=yahoo