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Nvidia Soars, AMD Stalls: AI Race Heats Up At CES 2025

Nvidia Soars, AMD Stalls: AI Race Heats Up At CES 2025

英偉達飆升,AMD停滯:人工智能競賽在2025年CES上升溫
Benzinga ·  01/06 13:30

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.

舞臺已搭建好,英偉達公司(納斯達克:NVDA)與美國超微公司(納斯達克:AMD)將在2025年國際消費電子展(CES)上展開角逐。

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.

隨着英偉達乘着人工智能驅動的增長浪潮,AMD正尋求重回正軌,這兩家芯片巨頭的相對命運突顯了半導體板塊中不斷髮展的動態。

But will CES spark a turnaround for AMD, or will Nvidia continue its dominance?

但國際消費電子展會是否會爲AMD帶來轉機,抑或英偉達將繼續其主導地位?

Nvidia: Still The AI Darling

英偉達:仍然是人工智能的寵兒

Nvidia has been on fire, boasting a jaw-dropping 189.61% gain over the past year.

英偉達近期表現火爆,過去一年漲幅高達189.61%。

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Chart created using Benzinga Pro

圖表使用Benzinga Pro創建

The stock is in turbo mode, with all signals pointing to strong bullish momentum:

該股票正在快速上升,所有信號均指向強勁的看好勢頭:

  • 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價格走勢:當前價格爲151.21美元,NVDA股票穩穩地位於關鍵的簡單移動平均線之上(八日、二十日、五十日和兩百日)。
  • MACD(移動平均匯聚/發散指標):正值1.14,強化了看好的氛圍。
  • RSI(相對強弱指數):65.52,表明還有進一步上升的空間。

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.

隨着全球對人工智能的迷戀推動需求,英偉達的服務器合作伙伴富士康由於AI基礎設施銷售的激增,營業收入增長了15%。

All eyes are now on CES 2024, where CEO Jensen Huang is set to tease the much-hyped Blackwell chip.

現在所有的目光都集中在2024年消費電子展上,CEO黃仁勳將對此備受期待的黑威爾芯片進行預告。

With supply chain hiccups in the rearview mirror, this could be the nitro boost Nvidia needs to leave its November slump in the dust.

隨着供應鏈問題逐漸消退,這可能是英偉達所需的助推劑,讓其擺脫11月的低迷。

Read Also: AMD, StradVision Team Up To Boost Driver Assistance Systems For Autonomous Cars

另請閱讀:美國超微公司與StradVision合作,提升自動駕駛汽車的駕駛輔助系統。

AMD: Trying To Catch Up

AMD:試圖迎頭趕上。

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.

與此同時,AMD則處於中立狀態。過去一年,該股票下跌了11.25%,六個月內縮水了27.40%,這與英偉達的上升形成鮮明對比。

big

Chart created using Benzinga Pro

圖表使用Benzinga Pro創建

The technical indicators aren't offering much relief:

技術因數並沒有提供太多緩解:

  • 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價格走勢:在130.13美元,AMD股票仍低於關鍵的簡單移動平均線(50日和200日均線均如此)。
  • MACD:負3.61,表明持續的疲弱。
  • RSI:51.50,處於中立區間。

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能成爲其反彈的舞臺,計劃推出RDNA 4顯卡和其他創新。雖然該公司的2034億市值不容小覷,但顯然AMD正在追趕,因爲英偉達在人工智能競賽中迅速領先。

Chip Showdown: Nvidia Stays Ahead

芯片對決:英偉達保持領先

Nvidia's dominance in AI and its solid technical setup make it the undeniable leader, while AMD is left fine-tuning its strategy.

英偉達在人工智能領域的主導地位以及其穩固的技術佈局使它成爲無可爭議的領頭羊,而美國超微公司正在不斷微調其策略。

For now, Nvidia's stock looks like a well-oiled machine, while AMD's engine is still warming up.

目前,英偉達的股票看起來就像一臺運轉良好的機器,而美國超微公司的引擎仍在預熱中。

Watch Huang's CES keynote Monday evening here:

在這裏觀看黃仁勳週一晚上的CES主題演講:

  • CES 2025 Preview: Nvidia And AMD Grab Spotlight, Other Trends And Stocks To Watch
  • CES 2025預覽:英偉達和AMD吸引焦點,其他趨勢和股票值得關注。

Photos: Shutterstock

照片:Shutterstock

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