Intel Vs. AMD: Which Chipmaker Has The Edge In Race Against Nvidia's Supremacy?
Intel Vs. AMD: Which Chipmaker Has The Edge In Race Against Nvidia's Supremacy?
In the relentless battle for dominance in the semiconductor world, Intel Corp (NASDAQ:INTC) and Advanced Micro Devices, Inc. (NASDAQ:AMD) present a compelling contrast.
在爭奪半導體世界統治地位的無情鬥爭中,英特爾公司(納斯達克股票代碼:INTC)和先進微設備公司(納斯達克股票代碼:AMD)形成了鮮明的對比。
Intel is fighting to regain its footing, while AMD continues to ride the wave of AI-driven momentum. But which stock is the better bet right now?
英特爾正在努力重新站穩腳跟,而AMD則繼續利用人工智能驅動的勢頭。但是現在哪隻股票是更好的選擇?
Intel: Qualcomm Takeover Talks, Apollo's $5 Billion Vote Of Confidence
英特爾:高通收購談判,阿波羅的50億美元信任投票
Intel has faced a harsh market reality, with its stock plunging 33.48% in the past year and 52.28% year to date.
英特爾面臨着嚴酷的市場現實,其股票在過去一年中暴跌了33.48%,今年迄今暴跌了52.28%。
Yet, behind this sharp decline, Apollo Global Management Inc's (NYSE:APO) potential $5 billion investment in the chipmaker signals a possible turnaround for the company.
然而,在這一急劇下跌的背後,阿波羅環球管理公司(紐約證券交易所代碼:APO)對這家芯片製造商的潛在50億美元投資表明該公司可能出現轉機。
However, nothing is set in stone, and talks remain fluid. Intel's broader narrative has also caught the attention of Qualcomm Inc (NASDAQ:QCOM), which is exploring an acquisition—a deal that could shake up the entire sector.
但是,沒有什麼是一成不變的,談判仍然不穩定。英特爾更廣泛的敘述也引起了高通公司(納斯達克股票代碼:QCOM)的注意,該公司正在探索一項收購——這筆交易可能會動搖整個行業。
Intel's stock shows mixed signals.
英特爾的股票顯示出喜憂參半的信號。
Chart created using Benzinga Pro
使用 Benzinga Pro 創建的圖表
Despite recent buying pressure, its price of $22.81 hovers above its eight- and 20-day simple moving averages, giving bullish indicators. However, it's under the 50- and 200-day averages, marking a longer-term bearish trend.
儘管最近有買盤壓力,但其22.81美元的價格仍徘徊在八天和20天的簡單移動平均線上方,這給出了看漲的指標。但是,它低於50天和200天的平均水平,這標誌着長期的看跌趨勢。
Analysts have a wide price target range of $17 to $42, reflecting uncertainty about Intel's recovery prospects, though the average target of $29.50 suggests potential upside.
分析師的目標股價範圍很廣,爲17美元至42美元,這反映了英特爾復甦前景的不確定性,儘管平均目標價爲29.50美元,表明潛在的上漲空間。
Read Also: What's Going On With Intel Stock?
另請閱讀:英特爾股票怎麼了?
AMD: Jim Cramer Flags Concerns Despite AI Surge
AMD:儘管人工智能激增,吉姆·克萊默仍表示擔憂
On the flip side, AMD stock surged 62.58% over the past year and is up 14.24% year to date, largely driven by its competitive stance in AI, second only to Nvidia Corp.
另一方面,AMD股價在過去一年中飆升了62.58%,今年迄今已上漲14.24%,這主要是由其在人工智能領域的競爭立場推動的,僅次於英偉達公司。
Despite its positive momentum in data centers, gaming, and EPYC server processors, Jim Cramer recently pointed out that, "After a roller coaster year, AMD, one of our favorite chipmakers and a core holding in my travel trust, is basically flat for 2024... something's wrong here."
儘管數據中心、遊戲和EPYC服務器處理器發展勢頭良好,但吉姆·克萊默最近指出:「在經歷了過山車般的一年之後,AMD是我們最喜歡的芯片製造商之一,也是我的旅行信託基金的核心股份,在2024年基本持平... 這裏出了點問題。」
The stock is down $50 from its spring peak, raising questions about whether the exuberance surrounding AI has cooled off.
該股較春季的峯值下跌了50美元,這引發了人們對圍繞人工智能的熱潮是否已經降溫的質疑。
Yet, technically, AMD's stock remains strong.
然而,從技術上講,AMD 的股票仍然強勁。
Chart created using Benzinga Pro
使用 Benzinga Pro 創建的圖表
Its share price of $158.33 is above all key moving averages (eight, 20, 50-day), signaling a bullish trend. However, the stock trades below its 200-day SMA, prompting some caution.
其158.33美元的股價高於所有關鍵移動平均線(八、20、50天),表明看漲趨勢。但是,該股的交易價格低於其200天均線,這提示人們謹慎行事。
Analysts estimate a price target range of $156 to $250, with an average of $203, reflecting bullish sentiment for AMD's future, particularly as AI continues to dominate headlines.
分析師估計,目標股價區間爲156美元至250美元,平均爲203美元,這反映了對AMD未來的看漲情緒,尤其是在人工智能繼續佔據頭條新聞的情況下。
The Verdict
判決
For investors looking for a high-risk, high-reward play, Intel's potential deals with Apollo and Qualcomm offer a speculative bet on a turnaround.
對於尋求高風險、高回報的投資者,英特爾與阿波羅和高通的潛在交易爲轉機提供了投機性押注。
On the other hand, AMD's strong fundamentals and AI-driven growth make it the more stable choice, though recent stock volatility should not be ignored.
另一方面,AMD強勁的基本面和人工智能驅動的增長使其成爲更穩定的選擇,儘管最近的股票波動不容忽視。
In this showdown, Intel represents a bet on a comeback, while AMD remains a powerhouse in AI with some near-term questions.
在這場攤牌中,英特爾代表着捲土重來的賭注,而AMD仍然是人工智能領域的強國,但存在一些短期問題。
- Stock Of The Day: Why Qualcomm Stock Remains Stuck In A Range As Speculation Of Intel Takeover Grows
- 每日股票:隨着對英特爾收購的猜測增加,爲什麼高通股票仍停留在區間內
Photo: Shutterstock
照片:Shutterstock