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]

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 ...

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 ...

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]

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]

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]

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]

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 ...

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. ...

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 ...