Microsoft Tshuag tuaj yeem yog khau Tom ntej kom tso rau hauv PC Market

Kev poob qis ntawm kev muag khoom ntawm tus kheej lub khoos phis tawj tau slammed PC-exposed stocks zoo li chipmakers AMD (AMD) thiab Intel (INTC), nrog rau cov neeg tsim khoom siv computer Dell (Dell) thiab HP (HPQ)). Tam sim no, Microsoft (MSFT) cov khoom yog nyob rau hauv crosshairs.

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Cov software loj Microsoft tuaj yeem yog "cov khau tom ntej kom poob," Jordan Klein, tus thawj coj ntawm tech, media thiab telecom sector trading ntawm Mizuho Securities, tau hais hauv tsab ntawv rau cov neeg siv khoom hnub Tuesday. "Tshaj tawm AMD (ceeb toom) thiab PC tsis muaj zog nyeem ntau dhau lub lim tiam dhau los, Kuv pom cov nyiaj khwv tau los pheej hmoo ntsib Microsoft hauv peb lub hlis tom ntej."

Kev muag khoom ntawm PC muag yuav cuam tshuam rau Microsoft lub Windows operating system kev lag luam thiab tej zaum nws Office productivity software, Klein tau hais. Tab sis txuas ntxiv muaj zog hauv lub tuam txhab kev lag luam huab huab, xws li Azure, tuaj yeem pab txhawb PC tsis muaj zog, nws hais.

Tsis tas li hnub Tuesday, Jefferies tus kws tshuaj ntsuam Brent Thill tau txo nws lub hom phiaj ntawm Microsoft Tshuag rau 275 los ntawm 300 tab sis khaws nws qhov kev yuav khoom.

Microsoft Stock Drops

"Microsoft tseem yog ib qho kev lag luam zoo heev tab sis peb tau txo qis kev kwv yees vim muaj kev sib pauv txawv teb chaws thiab PC headwinds thiab lub peev xwm rau SMB (kev lag luam me me thiab nruab nrab) tsis muaj zog kis mus rau kev lag luam," Thill tau hais hauv nws daim ntawv rau cov neeg siv khoom.

Nyob rau Tshuag lag luam hnub no, Microsoft Tshuag poob 1.7% rau kaw ntawm 225.41.

Hnub Thursday lig, AMD ceeb toom tias nws qhov kev muag khoom peb lub hlis twg tsis pom qhov xav tau ntawm PC tsis muaj zog. AMD tau hais tias nws cov PC chip muag tau poob 40% xyoo dhau los hauv lub Cuaj Hli lub quarter.

Hnub Tuesday, cov tuam txhab tshawb fawb kev lag luam Canalys, Gartner thiab IDC tau tshaj tawm tias kev xa khoom thoob ntiaj teb PC tau poob rau lub quarter thib peb. Canalys muab lub xyoo dhau ib lub xyoo poob ntawm 17.7%. Gartner kwv yees qhov poob ntawm 19.5%. Thiab IDC pegged qhov poob ntawm 15%. Kev xa khoom PC tau poob rau plaub lub quarter ncaj, Gartner tau hais.

Gartner tus kws tshuaj ntsuam Mikako Kitagawa tau hais tias "Qhov kev tshwm sim peb lub hlis no tuaj yeem ua rau muaj kev poob qis hauv keeb kwm rau PC lag luam," Gartner tus kws tshuaj ntsuam Mikako Kitagawa tau hais hauv xov xwm tshaj tawm. "Txawm hais tias cov khoom lag luam cuam tshuam thaum kawg tau txo qis, cov khoom lag luam siab tam sim no tau dhau los ua qhov teeb meem tseem ceeb uas xav tau PC tsis muaj zog hauv cov neeg siv khoom thiab kev lag luam lag luam."

PC Muag Kev kwv yees txo qis

Hauv tsab ntawv ceeb toom rau cov neeg siv khoom hnub Sunday, lub txhab nyiaj peev Cowen tau txo qis nws cov kev kwv yees muag PC rau xyoo no thiab tom ntej. Cov kws tshuaj ntsuam Cowen pom PC chav muag muag poob 22% xyoo no thiab 6% xyoo tom ntej. Nws yav dhau los kwv yees tias 9% poob hauv 2022 thiab 3% poob hauv 2023.

"Peb txoj haujlwm ua haujlwm qhia tau hais tias tsis muaj kev txhim kho hauv kev pom rau PC xav tau, PC ASPs (tus nqi muag nruab nrab) yuav cuam tshuam qis dua pib hauv daim ntawv teev npe Q4, thiab cov khoom muag hauv PC yog ob lub hlis siab dua li kev sib kis ua ntej," Cowen cov kws tshuaj ntsuam tau hais.

Qhov kev xav tau ntawm PC tsis muaj zog thiab cov khoom lag luam siab yuav nyob twj ywm rau cov neeg tsim khoom PC Dell thiab HP kom txog rau thaum lub quarter thib ob ntawm 2023, lawv tau hais.

Microsoft cov khoom lag luam tau tuav tau zoo dua li kev sib koom ntawm cov neeg tsim khoom PC thiab cov khoom siv PC nti tsis ntev los no. Tab sis nws Ntsuam Xyuas Lub Zog Muaj Zog ntawm 39 ntawm 99 yog tseem pluag.

Ua raws li Patrick Seitz ntawm Twitter ntawm @IBD_PSeitz rau cov dab neeg ntxiv ntawm cov neeg siv khoom thev naus laus zis, software thiab cov khoom lag luam semiconductor.

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