Nvidia, AMD Lead The Pack, Broadcom Stable, Intel Falters: Analyst's Latest Take
Nvidia, AMD Lead The Pack, Broadcom Stable, Intel Falters: Analyst's Latest Take
英伟达，AMD 领先，博通稳定，英特尔走下坡路：分析师的最新观点
KeyBanc analyst John Vinh shared mixed quarterly supply chain findings for the semiconductor sector. The analyst revised several company estimates and price targets.
KeyBanc分析师John Vinh分享了半导体行业季度供应链调查结果。分析师修订了几家公司的估值和价格目标。
Though most end markets were weak in analog, he noted indications of auto getting closer to a bottom. Traditional server and AI strength is sustained, with Blackwell on track to launch in the fourth quarter without further delays, as per Vinh.
尽管大多数终端市场的模拟业务疲软，但他指出汽车市场迹象表明即将触底。传统服务器和人工智能业务保持强劲势头，Blackwell有望在第四季度按计划推出，没有进一步延误，正如Vinh所说。
Also Read: What's Going On With Super Micro Computer Stock On Monday?
此外阅读:周一超微电脑股票发生了什么？
The analyst's feedback on the iPhone 16 launch appears to be better than feared but could be better. Therefore, Vinh downgraded Qualcomm Inc...
分析师对iPhone 16发布的反馈似乎比担忧...
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