តម្លៃបន្ទះឈីបកំពុងធ្លាក់ចុះ។ តើវាមានន័យយ៉ាងណាសម្រាប់ Nvidia, Intel, និង AMD Stock ។

ទំហំអក្សរ

Susquehanna is getting less bullish about three chip stocks.

On Wednesday, semiconductor analyst Christopher Rolland lowered his price targets for

nvidia បាន

(គូសធីក៖

NVDA

) ស្តុកទៅ $220 ពី $260,

Advanced Micro Devices

(

AMD បាន

) ស្តុកទៅ $120 ពី $140, និង

ក្រុមហ៊ុន Intel

(

INTC

) stock to $42 from $50, citing weakening demand for computers and PC graphics cards.

“We remain cautious on the PC market into second-half 2022, supported by disappointing ODM [original design manufacturers] builds, soft channel checks, building PC inventories, and lowered pricing,” Rolland wrote.

The analyst reaffirmed his Positive ratings on Nvidia and AMD, and also reiterated his Neutral rating on Intel.

Earlier this week, research firm IDC said worldwide shipments for personal computers ធ្លាក់ចុះ 15% in the June quarter from a year earlier, the result of a more-difficult macro environment and supply-chain challenges.

And the graphics-cards business may be deteriorating worse than the computer market. “Aftermarket retail GPU pricing continues to collapse,” Rolland said.

The analyst noted how pricing for graphics cards fell by about 20% in the June quarter from the March quarter due to rising inventories, lower cryptocurrency prices, and concerns about Ethereum’s upcoming migration from a “proof-of-work” model to “proof-of-stake,” which will negate the need for graphics cards for mining.

Intel, AMD, and Nvidia declined to comment on the analyst report.

On Wednesday, Intel shares fell 0.6% to $37, while Nvidia shares rose 0.7% to $151.84 and AMD stock traded up 2.8% to $78.49.

សរសេរទៅ Tae Kim នៅ [អ៊ីមែលការពារ]