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
英偉達，AMD 領先，博通穩定，英特爾走下坡路：分析師的最新觀點
KeyBanc analyst John Vinh shared mixed quarterly supply chain findings for the semiconductor sector. The analyst revised several company estimates and price targets.
KeyBanc分析師John Vinh分享了半導體行業季度供應鏈調查結果。分析師修訂了幾家公司的估值和價格目標。
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.
儘管大多數終端市場的模擬業務疲軟，但他指出汽車市場跡象表明即將觸底。傳統服務器和人工智能業務保持強勁勢頭，Blackwell有望在第四季度按計劃推出，沒有進一步延誤，正如Vinh所說。
Also Read: What's Going On With Super Micro Computer Stock On Monday?
此外閱讀:週一超微電腦股票發生了什麼？
The analyst's feedback on the iPhone 16 launch appears to be better than feared but could be better. Therefore, Vinh downgraded Qualcomm Inc...
分析師對iPhone 16發佈的反饋似乎比擔憂...
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