Nvidia Soars, AMD Stalls: AI Race Heats Up At CES 2025
Nvidia Soars, AMD Stalls: AI Race Heats Up At CES 2025
Nvidia has been on fire, boasting a jaw-dropping 189.61% gain over the past year. The stage is set for a semiconductor showdown as Nvidia Corp (NASDAQ:NVDA) and Advanced Micro Devices, Inc. (NASDAQ:AMD) square off at the CES 2025.
随着英伟达公司（纳斯达克股票代码：NVDA）和先进微设备公司（纳斯达克股票代码：AMD）在2025年消费电子展上对决，半导体摊牌已经准备就绪。
With Nvidia riding a wave of AI-driven growth and AMD looking to regain its footing, the contrasting fortunes of these chip giants highlight the evolving dynamics in the semiconductor sector.
随着Nvidia乘着人工智能驱动的增长浪潮，而AMD希望重新站稳脚跟，这些芯片巨头的命运截然不同，凸显了半导体行业不断变化的动态。
But will CES spark a turnaround for AMD, or will Nvidia continue its dominance?
但是，CES会引发AMD的转机，还是Nvidia会继续保持其主导地位？
Nvidia: Still The AI Darling
Nvidia：仍然是人工智能的宠儿
Nvidia has been on fire, boasting a jaw-dropping 189.61% gain over the past year.
英伟达一直大放异彩，在过去的一年中增长了惊人的189.61％。
Chart created using Benzinga Pro
使用 Benzinga Pro 创建的图表
The stock is in turbo mode, with all signals pointing to strong bullish momentum:
该股处于加速模式，所有信号都表明强劲的看涨势头：
- NVDA Price Action: At $151.21, NVDA stock sits comfortably above key SMAs (Eight-, 20-, 50- and 200-day).
- MACD (moving average convergence/divergence): Positive at 1.14, reinforcing bullish vibes.
- RSI (relative strength index): 65.52, indicating there's room to climb further.
- NVDA价格走势：NVDA的股票价格为151.21美元，远高于主要的SMA（八天、20天、50天和200天）。
- MACD（移动平均线收合/背离）：在1.14处为正值，强化了看涨氛围。
- RSI（相对强弱指数）：65.52，表明还有进一步攀升的空间。
As the world's AI obsession fuels demand, Nvidia's server partner Foxconn has clocked a 15% revenue jump, thanks to soaring AI infrastructure sales.
随着全球对人工智能的痴迷推动了需求，Nvidia的服务器合作伙伴富士康的收入增长了15％，这要归功于人工智能基础设施销售的飙升。
All eyes are now on CES 2024, where CEO Jensen Huang is set to tease the much-hyped Blackwell chip.
现在，所有人的目光都集中在2024年国际消费电子展上，首席执行官黄延森将取笑大肆宣传的布莱克韦尔芯片。
With supply chain hiccups in the rearview mirror, this could be the nitro boost Nvidia needs to leave its November slump in the dust.
在供应链出现问题的情况下，这可能是Nvidia摆脱11月份的低迷所需的硝基提振。
Read Also: AMD, StradVision Team Up To Boost Driver Assistance Systems For Autonomous Cars
另请阅读：AMD、StradVision 联手增强自动驾驶汽车的驾驶辅助系统
AMD: Trying To Catch Up
AMD：努力迎头赶上
AMD, meanwhile, is stuck in neutral. The stock is down 11.25% over the past year and has shed 27.40% in six months, a stark contrast to Nvidia's ascent.
与此同时，AMD处于中立状态。该股在过去一年中下跌了11.25％，在六个月内下跌了27.40％，与英伟达的上涨形成鲜明对比。
Chart created using Benzinga Pro
使用 Benzinga Pro 创建的图表
The technical indicators aren't offering much relief:
技术指标并没有提供太大的缓解：
- AMD Price Action: At $130.13, AMD stock remains below critical SMAs (both 50- and 200-day).
- MACD: At a negative 3.61, signaling ongoing weakness.
- RSI: 51.50, stuck in neutral territory.
- AMD价格走势：AMD股价为130.13美元，仍低于关键的SMA（50天和200天）。
- MACD：为负3.61，表明持续疲软。
- 相对强弱指数：51.50，停留在中立区间。
AMD is hoping CES 2024 will be its comeback stage, with plans to unveil RDNA 4 graphics cards and other innovations. While the company's $203.4 billion market cap is nothing to scoff at, it's clear AMD is playing catch-up as Nvidia sprints ahead in the AI race.
AMD希望CES 2024将成为其卷土重来的阶段，并计划推出RDNA 4显卡和其他创新。尽管该公司的2034亿美元市值没什么好嘲笑的，但很明显，随着Nvidia在人工智能竞赛中向前迈进，AMD正在迎头赶上。
Chip Showdown: Nvidia Stays Ahead
芯片摊牌：英伟达保持领先
Nvidia's dominance in AI and its solid technical setup make it the undeniable leader, while AMD is left fine-tuning its strategy.
Nvidia在人工智能领域的统治地位及其扎实的技术设置使其成为不可否认的领导者，而AMD则只能微调其战略。
For now, Nvidia's stock looks like a well-oiled machine, while AMD's engine is still warming up.
目前，Nvidia的股票看起来像一台运转良好的机器，而AMD的引擎仍在升温。
Watch Huang's CES keynote Monday evening here:
周一晚上，在这里观看 Huang 的 CES 主题演讲：
- CES 2025 Preview: Nvidia And AMD Grab Spotlight, Other Trends And Stocks To Watch
- CES 2025 预览：Nvidia 和 AMD 聚光灯，其他趋势和股票值得关注
Photos: Shutterstock
照片：Shutterstock
