Intel's Lagging Notebook Shipments yog 'Daj Chij,' Tus kws tshuaj ntsuam hais

Ntawv loj

Intel
's
Cov ntawv xa tawm tuaj yeem tawm tsam nyob rau lub sijhawm ze, ntxiv kev ntxhov siab ntxiv rau cov khoom lag luam uas tau pauv qis xyoo no, raws li cov kws tshuaj ntsuam ntawm Citi.

Cov ntawv xa khoom xa tuaj rau Lub Ob Hlis tau nqis 11% ib hlis dhau ib hlis, Citi suav tias, dav dua li lub tuam txhab qhov kev cia siab ntawm 5% poob, hais tias tus kws tshuaj ntsuam Christopher Danely.

"Peb pom phau ntawv xa khoom tsis muaj zog li lwm tus chij daj tom qab Intel (ticker:

INTC

) tau hais tias nws pom kev kho cov khoom muag hauv phau ntawv kawg kev lag luam thaum nws hu xov tooj nyiaj tau los kawg, "tus kws tshuaj ntsuam tau sau rau hauv daim ntawv tshawb fawb.

Kev muag khoom qis tuaj yeem yog ib feem ntawm cov khoom siv nruj, tab sis Daley kuj ntseeg tias cov neeg siv khoom siv phau ntawv ua lag luam tau qeeb. Tus kws tshuaj ntsuam xav tias PC muag yuav txias thaum lub sijhawm ib nrab xyoo 2022 tom qab ob xyoos ncaj ntawm kev loj hlob ob tus lej.

Daley rov hais dua qhov kev ntsuas nruab nrab ntawm Intel cov koom nrog thiab $ 55 lub hom phiaj tus nqi.

Hauv tsab ntawv tshawb fawb cais, Daley tau sau tseg tias cov neeg ua lag luam kev xav tau "tsis txaus ntseeg" ntawm cov khoom lag luam semiconductor feem ntau, feem ntau yog vim muaj kev txhawj xeeb txog kev nce nyiaj txiag thiab kev lag luam hauv Suav teb qeeb, tab sis kuj ntshai tias Tuam Tshoj tuaj yeem cuam tshuam Taiwan tom qab Russia lub zog. ntxeem tau ntawm Ukraine.

Tab sis txawm li ntawd los, qee cov tub ua lag luam tseem muaj kev thab plaub ntawm Intel, thiab tau siv nws los ua ib qho kev tiv thaiv kev muaj peev xwm ntawm Tuam Tshoj los ntawm Taiwan nyob rau hauv lub teeb ntawm ib tug txaus nyiam nqi, Daley ntxiv. Tseeb tiag, Intel cov neeg sab hauv tau tab tom yuav cov khoom lag luam tam sim no uas nws tau mus txog qhov qis dua tshiab, nrog CEO Pat Gelsinger thiab Thawj Tswj Hwm Omar Ishrak yuav Tshuag thaum kawg Lub Ob Hlis.

Morgan Stanley tau txo qis cov khoom lag luam mus rau Kev Nyuaj Siab los ntawm Sib npaug-qhov hnyav ob lub lis piam dhau los, hais tias cov khoom lag luam yuav pauv mus rau lub sijhawm luv thiab nruab nrab. Lub txhab nyiaj txiav nws tus nqi phiaj rau $ 47 los ntawm $ 55.

Raymond James tus kws tshuaj ntsuam Chris Caso tau hloov kho cov khoom lag luam rau Lub Ob Hlis 23 mus rau Kev Ua Lag Luam Ua Lag Luam los ntawm Underperform, hais tias nws cov lus qhia poob qis tau ua si, ua rau muaj txiaj ntsig zoo dua thiab kev loj hlob zoo.

Intel Tshuag tau nce 0.3% rau $ 45.97 hauv kev ua lag luam ua ntej hnub Monday.

Sau rau Sabrina Escobar ntawm [email tiv thaiv]