Nvidia Thrives On AI Demand As AMD Struggles With Embedded Market, Says Analyst
Nvidia Thrives On AI Demand As AMD Struggles With Embedded Market, Says Analyst
In a dynamic shift for semiconductor giants, Nvidia Corp (NASDAQ:NVDA) sees its outlook soar while Advanced Micro Devices Inc (NASDAQ:AMD) faces challenges, reflecting analyst adjustments influenced by recent findings from Asia's semiconductor market.
半导体巨头英伟达公司（纳斯达克股票代码:NVD）的前景看好，而美国超微公司(NASDAQ:AMD)面临挑战，反映了分析师根据亚洲半导体市场的最新发现进行的调整。
In his latest report, analyst John Vinh from KeyBanc Capital Markets has made significant adjustments to price targets and estimates for Nvidia and AMD's stock based on recent insights from Asia's semiconductor landscape.
在他最新的报告中，KeyBanc资本市场的分析师约翰·文对英伟达和AMD股票的价格目标和预估进行了重大调整，根据亚洲半导体领域的最新信息。
Nvidia Gets a Boost
英伟达获得推动
Vinh has raised Nvidia stock's price target from $130 to $180, citing robust demand in AI and data centers.
文将英伟达股票的价格目标从130美元提高到180美元，引用人工智能和数据中心的强劲需求。
Despite upcoming product launches, such as Blackwell in the second half of 2024, demand for NVDA's H100 remains strong, with no signs of a slowdown. Vinh anticipates that the upcoming GB200 will play a crucial role, particularly NVL72, driving data center revenues to potentially exceed $200 billion by 2025.
尽管即将推出产品，例如2024年下半年的Blackwell，但NVDA的H100的需求仍然强劲，没有出现放缓的迹象。文预计，即将推出的GB200将发挥关键作用，特别是NVL72，推动数据中心收入到2025年可能超过2000亿美元。
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AMD Faces Mixed Signals
AMD面临“信号混合”
Conversely, Vinh adjusted AMD's price target downwards from $230 to $220.
相反地，文将AMD的价格目标从230美元下调至220美元。
While acknowledging positive signs like strong demand for 500K MI300X GPUs and improving traditional server demand, challenges persist in the embedded sector. AMD continues to navigate inventory destocking headwinds, impacting its overall outlook despite sector-wide improvements.
虽然承认像50万MI300X GPU的强劲需求和不断改善的传统服务器需求等积极迹象，但在嵌入式领域仍然存在挑战。尽管板块整体改善，但影响其整体前景的存货去库存困难仍在继续。
Asia Semiconductor Insights – Key Takeaways
亚洲半导体市场的见解-要点
Vinh's quarterly supply chain findings reveal a nuanced picture: traditional server demand is on the rise, buoyed by major U.S. cloud providers and moderate improvements in enterprise and Chinese cloud service providers.
文的季度供应链调查揭示出一个微妙的图像：传统服务器需求上升，得到美国主要云供应商和中企云服务提供商的支持和改善。
However, challenges persist in the automotive market, hindering broader recovery efforts seen earlier in the year.
然而，汽车市场的挑战仍然存在，这妨碍了年初看到的更广泛的复苏努力。
As semiconductor stocks navigate these mixed signals, active traders and investors alike will be closely monitoring earnings reports and market reactions.
随着半导体股票在这些混合信号中的航行，积极交易者和投资者将密切关注财报和市场反应。
Nvidia and AMD's divergent trajectories underscore the volatility and strategic shifts within the semiconductor industry, influenced heavily by global supply chain dynamics and technological advancements.
英伟达和AMD的不同发展轨迹凸显了半导体行业的波动性和战略转变，受全球供应链动态和技术进步的影响较大。
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