超威半导体(AMD)

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What Is Really Going On With AMD Stock?
The Motley Fool· 2024-12-19 23:56
公司表现 - AMD股票表现不佳,尽管Nvidia今年股价上涨且人工智能芯片需求巨大 [1] 市场动态 - 视频发布于2024年12月17日,使用的股票价格为同一天的交易数据 [2]
AMD's Stock Is Trading Near Its 52-Week Low. Is Now the Time to Buy?
The Motley Fool· 2024-12-19 18:30
Amid all the hype about the tech sector and artificial intelligence (AI) this year, one stock that has surprisingly not done well is Advanced Micro Devices (AMD -2.89%), aka AMD. As of Monday, shares of the chipmaker were down 15% year to date. It's now near its 52-week low, despite its long-term potential.Could this be a great time to invest in AMD stock?Why hasn't AMD stock been a better performer this year?AMD's peer Nvidia (NVDA -1.14%) has been a scorching hot buy over the years and is now among the th ...
Is Advanced Micro Devices Stock Heading for $200 in 2025?
The Motley Fool· 2024-12-19 17:10
Shares of Advanced Micro Devices (AMD -2.89%) surged to new highs at the beginning of 2024, but mixed business performance across the company's operating segments has weighed on the stock for most of the year. After reaching a high of $227, the shares are down 44% year to date at the time of writing.The dip could be an excellent buying opportunity. While the stock's valuation looks expensive -- trading at 112 times trailing 12-month earnings per share -- the price-to-earnings (P/E) multiple is much lower wh ...
AMD's New AI Chip Patent Is More Bad News For Nvidia
Seeking Alpha· 2024-12-19 04:19
公司表现 - Advanced Micro Devices Inc (AMD) 的股价在过去六个月下跌超过20% [1] - Broadcom (AVGO) 在财报发布后股价上涨20% 过去一年累计上涨100% [1] 投资服务 - The Pragmatic Investor 提供全球宏观 国际股票 大宗商品 科技和加密货币的投资指导 [2] - 服务内容包括投资组合 每周市场更新 可操作交易 技术分析和聊天室 [2] - 由经济学家 James Foord 领导 专注于构建稳健且真正多元化的投资组合 [2]
AMD invests in GPU cloud provider Vultr at $3.5 billion valuation
CNBC· 2024-12-19 00:27
公司融资与估值 - Vultr在最新一轮融资中筹集了3.33亿美元,公司估值达到35亿美元 [1] - AMD的风险投资部门和LuminArx Capital Management领投了本轮融资 [1] - 这是Vultr首次进行股权融资,此前在2021年获得了美国银行和摩根大通提供的1.5亿美元信贷额度 [2] 业务与产品 - Vultr成立于2014年,以低成本虚拟服务器提供商著称,提供AMD和Nvidia的GPU [2] - Vultr的GPU需求因生成式人工智能的兴起而大幅增加 [2] - Vultr还提供AMD和英特尔的中央处理器 [3] 市场与竞争 - Nvidia作为AI浪潮的最大受益者,已投资了专业云服务提供商CoreWeave和Lambda [3] - Vultr的竞争对手DigitalOcean在2021年上市,目前估值同样为35亿美元 [5] 扩展与客户 - 新筹集的资金将用于Vultr的国际扩张 [4] - Vultr目前拥有32个数据中心,主要位于北美以外地区 [4] - 客户包括微软的Activision Blizzard [4]
Buy alert: AMD stock set for imminent 10% rally
Finbold· 2024-12-18 23:59
文章核心观点 - AMD股价在2024年初表现强劲,但近期大幅下跌,尽管如此,有分析师认为AMD正在形成一个下跌楔形,这通常被视为看涨信号,预示着可能即将出现显著的上涨行情 [1][2] 技术分析 - 技术分析师Jake Wujastyk认为AMD股价正在形成一个下跌楔形,这种形态通常表明资产的下行趋势正在失去动力,因此被视为看涨信号 [2] - Wujastyk在12月17日的帖子中指出,AMD最近的蜡烛图正处于形态的顶点(最窄处),表明看涨突破可能即将发生,他还预测AMD股价可能会迅速上涨5-10% [3] 市场表现 - AMD股价在12月18日仅上涨0.26%,远未达到预测的“大幅上涨”,且未能扭转其年初至今9.62%的跌幅,股价跌至125.25美元 [4] 分析师观点 - 尽管AMD股价近期表现不佳,但华尔街分析师对其前景仍有不同看法,例如,Bank of America的Vivek Arya将AMD股票从“买入”降级为“中性”,并设定了12个月的155美元目标价,他指出AMD面临的市场份额损失等强劲逆风 [5] - Truist Securities也下调了AMD的目标价,从156美元降至145美元,但维持“持有”评级 [7] 行业竞争 - AMD面临的市场份额损失风险主要来自微软、Meta和Oracle等巨头预计将大量投资转向Nvidia的Blackwell芯片 [6] - 此外,云服务提供商对Marvell和Broadcom定制芯片的偏好也在限制AMD的增长潜力 [6]
Advanced Micro Devices: A No-Brainer Buy For Long-Term Value Investors In 2025
Seeking Alpha· 2024-12-18 15:27
公司背景 - 公司拥有超过14年的卖方股票分析师经验,专注于香港/中国市场,特别是在过去八年中,专注于中国石油与天然气和化学品股票,并在花旗银行磨练了市场趋势分析、公司绩效评估和投资建议的专业技能[序号] - 公司之前曾覆盖中国的金属和矿业股票,对行业的动态和挑战有广泛的了解[序号] 投资策略 - 公司认为AMD的股票在3Q24财报发布后股价回调,目前处于一个非常有吸引力的水平,适合中长期价值投资者[序号] 行业经验 - 公司在金融分析、研究和战略思维方面具备强大的技能,能够识别市场机会,理解复杂的财务数据,并提供可操作的见解,帮助投资者做出明智的决策[序号] 分析目标 - 公司希望通过深入分析和有见地的评论,为读者提供有价值的见解,指导他们的投资策略[序号] - 公司相信知情决策的力量,并致力于提供反映最新市场发展和机会的有意义的内容[序号]
Advanced Micro Devices (AMD) Sees a More Significant Dip Than Broader Market: Some Facts to Know
ZACKS· 2024-12-18 07:51
The most recent trading session ended with Advanced Micro Devices (AMD) standing at $125.02, reflecting a -1.32% shift from the previouse trading day's closing. The stock trailed the S&P 500, which registered a daily loss of 0.39%. Elsewhere, the Dow saw a downswing of 0.61%, while the tech-heavy Nasdaq depreciated by 0.32%.The chipmaker's stock has dropped by 8.81% in the past month, falling short of the Computer and Technology sector's gain of 7.63% and the S&P 500's gain of 3.6%.Market participants will ...
Should You Buy AMD Stock Before 2025?
The Motley Fool· 2024-12-17 23:30
AMD (AMD -2.13%) is poised to benefit from a rebound in personal computer sales over the next three years.*Stock prices used were the afternoon prices of Dec. 14, 2024. The video was published on Dec. 16, 2024. ...
AMD Looking To Avoid New Low
Seeking Alpha· 2024-12-17 04:14
Many investors expect 2025 to be the year of Artificial Intelligence (“AI”). With US markets continuing to set new highs almost every day now, you would think a name that has a foothold in the AI space wouldI am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the investment management industry. I have been activ ...