r*******4
发帖数: 1484 | 1 大机构的分析师不知道为什么都不待见AMD。上次AMD 不错的earnings，好像JPM的分析
师把target从4调高到5。高盛的小日本分析师bash AMD也是下口不留余地。
挺AMD的都是一些可怜巴巴的小机构的分析师，说话market都不买账。 | r*******4
发帖数: 1484 | 2 靠这帮傻逼已经急不可耐了
----------------------------------------------------------
Tech Trader Daily
Nvidia: Nevermind AMD ‘Noise,’ They’ll Be Fine, Says RBC
Nvidia shares are lower in late trading at CNBC said customer Tesla is
contracting with Nvidia's competitor AMD for some parts. RBC Capital analyst
Mitch Steves tells Nvidia holders not to panic, they will remain the "
market leader" in A.I. chips.
By
Tiernan Ray
Updated Sept. 20, 2017 7:51 p.m. ET
RBC Capital Markets chip analyst Mitch Steves this evening reiterates an
Outperform rating on shares of Nvidia (NVDA), and a $205 price target,
urging investors to “ignore the noise” about competitor Advanced Micro
Devices (AMD) having apparently won some business with Nvidia customer
TeslaMotors (TSLA).
CNBC reported late this afternoon that AMD is working with Tesla to develop
a chip for “A.I.” functions of a self-driving car. Tesla is already a
customer of Nvidia’s.
Noting that the report is thus far “unsubstantiated,” Steves concludes
that Nvidia may no longer be the sole source of chips for Tesla, but that's
okay because they can remain the “market leader” even as AMD picks up some
share:
Nvidia no longer the sole provider of chips). While we think this makes
sense from a strategic perspective it will unlikely result in a single
source dynamic (where Tesla only works with AMD). Instead, we view this
announcement as similar to dynamics we anticipate to occur in the Data
center: AMD winning some share while NVDA remains as the de-facto standard
and market share leader. Recall, NVDA has content at multiple companies
ranging from Uber to Toyota. Importantly, we anticipate seeing more positive
announcements from AMD particularly around the Data Center but Nvidia will
likely remain as the market share leader. Net Net: we view the announcement
as a near-term concern that should not impact the story over the next
several years. AMD will likely gain some share both in auto and DC but we
believe Nvidia will remain as the market share leader.
The graphics processing unit, or “GPU,” sold by Nvidia, will probably
remain the main chip for Tesla, he opines:
It is important to note that the announcement is with AMD and not with a
systems company (such as INTC/Mobileye). This suggests the value for AI/self
-driving remains with the GPU. We think Tesla will use Nvidia chips for the
majority of the AI workloads, while some AMD chips will be develops for
specific computing jobs. This would allow the company to vertically
integrate the chips (keeping more IP in-house) and does not suggest that
NVDA will lose content in the future. Overall, we think Nvidia remains as
the primary workhorse/engine while AMD chips are used for specific
applications to avoid giving Nvidia 100% of the AI content in self-driving
vehicles
And the big takeaway, according to Steves, is that “the value of AI chips
is continuing to increase which is causing companies to look in some
instances to dual source.”
Nvidia stock is down $6.67, or 3.6%, at $179.17, in late trading. | c******a
发帖数: 4400 | 3 说的没错啊
这么多年Amd在cpu和GPU各个领域屡败屡战，一直在compete，永远在苟活。Keep它是防
反垄断法 | r*******4
发帖数: 1484 | 4 你那么相信那short AMD到5啊。
【在 c******a 的大作中提到】
: 说的没错啊
: 这么多年Amd在cpu和GPU各个领域屡败屡战，一直在compete，永远在苟活。Keep它是防
: 反垄断法
| c******a
发帖数: 4400 | 5 哈哈。我今天还盘后买他小炒一把赚了些。长期观点和短期炒作不一定一致
: 你那么相信那short AMD到5啊。
【在 r*******4 的大作中提到】
: 你那么相信那short AMD到5啊。
|
|
