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.
半導體巨頭的動態轉變是，英偉達公司（納斯達克股票代碼：NVDA）的前景飆升，而先進微設備公司（納斯達克股票代碼：AMD）則面臨挑戰，這反映了受亞洲半導體市場最新調查結果影響的分析師調整。
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.
在最新報告中，KeyBanc Capital Markets的分析師約翰·榮根據亞洲半導體格局的最新見解，對英偉達和AMD股票的目標股價和估值進行了重大調整。
Nvidia Gets a Boost
Nvidia 獲得提振
Vinh has raised Nvidia stock's price target from $130 to $180, citing robust demand in AI and data centers.
Vinh已將英偉達的目標股價從130美元上調至180美元，理由是人工智能和數據中心需求強勁。
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.
儘管即將推出產品，例如Blackwell將於2024年下半年推出，但對NVDA的H100的需求仍然強勁，沒有放緩的跡象。Vinh預計，即將推出的 GB200 將發揮至關重要的作用，尤其是 NVL72，到2025年，數據中心收入可能超過2000億美元。
Read Also: Nvidia To Rally Over 40%? Here Are 10 Top Analyst Forecasts For Tuesday
另請閱讀：英偉達的漲幅將超過40％？以下是週二分析師的十大預測
AMD Faces Mixed Signals
AMD 面臨混合信號
Conversely, Vinh adjusted AMD's price target downwards from $230 to $220.
相反，Vinh將AMD的目標股價從230美元下調至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.
在承認諸如對50萬個 MI300X GPU 的強勁需求和傳統服務器需求改善等積極跡象的同時，嵌入式領域仍然存在挑戰。儘管全行業有所改善，但AMD仍在繼續應對庫存減貨的不利因素，影響了其整體前景。
Asia Semiconductor Insights – Key Takeaways
亞洲半導體洞察——關鍵要點
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.
Vinh的季度供應鏈調查結果揭示了一幅細微的畫面：在美國主要雲提供商以及企業和中國雲服務提供商的適度改善的推動下，傳統服務器需求正在上升。
However, challenges persist in the automotive market, hindering broader recovery efforts seen earlier in the year.
但是，汽車市場仍然存在挑戰，阻礙了今年早些時候出現的更廣泛的復甦努力。
As semiconductor stocks navigate these mixed signals, active traders and investors alike will be closely monitoring earnings reports and market reactions.
隨着半導體股票應對這些喜憂參半的信號，活躍的交易者和投資者都將密切關注收益報告和市場反應。
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.
Nvidia和AMD的不同軌跡凸顯了半導體行業內部的波動性和戰略轉變，這些變化在很大程度上受到全球供應鏈動態和技術進步的影響。
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