Koj puas yuav tsum yuav Intel Tshuag ntawm cov nyiaj tau los tsis muaj zog?

Ib hnub tom qab Intel Corporation (NASDAQ: INTC) tau tshaj tawm "kev puas tsuaj" tshwm sim rau nws cov nyiaj txiag lub quarter thib ob, tus kws tshuaj ntsuam Susquehanna hais tias cov khoom lag luam yuav tsis rov qab los, tsawg kawg txhua lub sijhawm sai sai.

Intel Tshuag tuaj yeem poob ntxiv 10%

Qhov ua rau nws tsis zoo yog qhov kev taw qhia yav tom ntej uas tseem tsis tau kwv yees los ntawm qhov dav dav thiab thawb cov shares qis qis li 10% rau hnub Friday. Nyeem Intel daim ntawv qhia tag nrho peb lub hlis twg ntawm no.

Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam?

Sau npe rau Invezz cov ntawv xov xwm, hnub no.

Yog li ntawd, Christopher Rolland tig "tsis zoo" ntawm Intel Tshuag tag kis no thiab txo nws lub hom phiaj rau $ 33 ib feem uas txhais mus rau lwm qhov 10% downside ntawm no. Hauv tsab ntawv rau cov neeg siv khoom, nws tau sau tias:

Tau ntau xyoo lawm, Intel tau npog ntau qhov kev ua tsis tiav, kev yuav khoom tsis zoo, thiab cov tswv yim foibles los ntawm kev thawb Moore Txoj Cai thiab kev coj noj coj ua. Tshwj tsis yog tias lawv tau txais kev coj noj coj ua no lossis hloov cov kev coj ua zoo; kev loj hlob, profitability, thiab nyiaj txiag teeb meem yuav nyob twj ywm.

Intel khoom yog tam sim no trading ntawm PE ntau yam ntawm 7.73.

Intel tseem poob kev lag luam

Kev lag luam Asmeskas tam sim no nyob rau hauv "kev lag luam" kev lag luam thiab PC lag luam qeeb. Tab sis qhov teeb meem loj dua rau Intel, raws li Rolland, yog tias nws tseem poob qhov tseem ceeb ntawm kev ua lag luam sib qhia rau cov sib tw.

Piv txwv li, AMD thiab txawm tias ARM tseem nyiag nws cov feem tsis yog hauv PCs xwb tab sis kuj tseem nyob hauv "Servers"; ib feem ntawm qhov no yog vim Intel tseem tab tom ntsib kev qeeb hauv kev nthuav tawm cov khoom tshiab. Nws "Sapphire Roads" tau raug ncua mus rau lub quarter thib ob ntawm 2023, tshem tawm txoj hauv kev rau AMD's 5nm Genoa los tuav nws mus rau kev ua lag luam.

Nyob rau saum toj ntawm qhov ntawd, Apple tab tom thawb rau nws cov M-series los hloov tag nrho Intel, ntxiv rau cov npe ntev ntawm cov kev sib tw ua ntej lub tuam txhab hauv California.

Intel cov khoom lag luam tam sim no poob qis 35% piv rau nws lub xyoo dhau los.