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分析師約翰·文共享了半導體板塊季度供應鏈調查結果的混合看法。分析師修正了幾家公司的估值和目標股價。
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都很薄弱，但他指出模擬市場的跡象表明汽車市場即將觸底。傳統服務器和人工智能領域的強勁表現是持續的，Blackwell計劃於第四季度推出，符合預期，無需進一步延遲，據文說。
Also Read: What's Going On With Super Micro Computer Stock On Monday?
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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的推出給出的反饋似乎...
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