荷马先生
08-08
英雄所见略同
Intel's Struggles Could Give AMD a Win, Piper Sandler
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That should help AMD pick up market share, Piper Sandler says,\"We see this transition continuing to take shape over the next several years as AMD generates additional wins at key customers at the expense of INTC,\" the analysts wrote Wednesday.AMD stock rose 3.4% to $134.66 in recent Wednesday trading, while the S&P 500 was rising 1.3%. Chip stock peers were also in the green, with Nvidia up 0.5% and On Semiconductor gaining 1.8%.Piper Sandler rates AMD shares","content":"<html><head></head><body><p>Advanced Micro Devices stock is still a winner despite the recent pullback in the chip sector, Piper Sandler says.</p><p>The PHLX Semiconductor Index, or SOX, which tracks chip stocks, has fallen about 19% so far this quarter, and AMD shares have slumped 12.7% so far this year.</p><p>However, Piper Sandler's Harsh Kumar and Robert Aguanno see opportunities for AMD, which remains their top large-cap stock pick.</p><p>Last week, Intel announced disappointing quarterly results and guidance, adding that it's cutting 15,000 jobs and suspending its dividend. That should help AMD pick up market share, Piper Sandler says,</p><p>"We see this transition continuing to take shape over the next several years as AMD generates additional wins at key customers at the expense of INTC," the analysts wrote Wednesday.</p><p>They predict AMD will snap up about 20% market share of the $400 billion accelerator market by 2028.</p><p>Piper Sandler rates AMD shares at Overweight with a price target of $175, which represents a roughly 35% premium from Tuesday's closing price of $130.</p><p>Beyond that, AMD stands to benefit if Nvidia is indeed struggling with a chip delay. Earlier this month, media reports said volume shipments of the Blackwell B200 chip would be delayed some three months. Nvidia has said production remains on track.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel's Struggles Could Give AMD a Win, Piper Sandler</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel's Struggles Could Give AMD a Win, Piper Sandler\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-08-08 11:47</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Advanced Micro Devices stock is still a winner despite the recent pullback in the chip sector, Piper Sandler says.</p><p>The PHLX Semiconductor Index, or SOX, which tracks chip stocks, has fallen about 19% so far this quarter, and AMD shares have slumped 12.7% so far this year.</p><p>However, Piper Sandler's Harsh Kumar and Robert Aguanno see opportunities for AMD, which remains their top large-cap stock pick.</p><p>Last week, Intel announced disappointing quarterly results and guidance, adding that it's cutting 15,000 jobs and suspending its dividend. That should help AMD pick up market share, Piper Sandler says,</p><p>"We see this transition continuing to take shape over the next several years as AMD generates additional wins at key customers at the expense of INTC," the analysts wrote Wednesday.</p><p>They predict AMD will snap up about 20% market share of the $400 billion accelerator market by 2028.</p><p>Piper Sandler rates AMD shares at Overweight with a price target of $175, which represents a roughly 35% premium from Tuesday's closing price of $130.</p><p>Beyond that, AMD stands to benefit if Nvidia is indeed struggling with a chip delay. Earlier this month, media reports said volume shipments of the Blackwell B200 chip would be delayed some three months. Nvidia has said production remains on track.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0072462426.USD":"贝莱德全球配置 A2","BK4573":"虚拟现实","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","BK4581":"高盛持仓","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","BK4529":"IDC概念","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4592":"伊斯兰概念","INTC":"英特尔","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","AMD":"美国超微公司","BK4575":"芯片概念","BK4587":"ChatGPT概念","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK4527":"明星科技股","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4588":"碎股","BK4579":"人工智能","BK4141":"半导体产品","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4503":"景林资产持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2457826292","content_text":"Advanced Micro Devices stock is still a winner despite the recent pullback in the chip sector, Piper Sandler says.The PHLX Semiconductor Index, or SOX, which tracks chip stocks, has fallen about 19% so far this quarter, and AMD shares have slumped 12.7% so far this year.However, Piper Sandler's Harsh Kumar and Robert Aguanno see opportunities for AMD, which remains their top large-cap stock pick.Last week, Intel announced disappointing quarterly results and guidance, adding that it's cutting 15,000 jobs and suspending its dividend. That should help AMD pick up market share, Piper Sandler says,\"We see this transition continuing to take shape over the next several years as AMD generates additional wins at key customers at the expense of INTC,\" the analysts wrote Wednesday.They predict AMD will snap up about 20% market share of the $400 billion accelerator market by 2028.Piper Sandler rates AMD shares at Overweight with a price target of $175, which represents a roughly 35% premium from Tuesday's closing price of $130.Beyond that, AMD stands to benefit if Nvidia is indeed struggling with a chip delay. Earlier this month, media reports said volume shipments of the Blackwell B200 chip would be delayed some three months. Nvidia has said production remains on track.","news_type":1},"isVote":1,"tweetType":1,"viewCount":529,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":12,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/336226660884720"}
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