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What's Going On With Nvidia and AMD Stocks On Tuesday?
What's Going On With Nvidia and AMD Stocks On Tuesday?
Advanced Micro Devices, Inc (NASDAQ:AMD) stock continued its upward trajectory Tuesday after the Friday's selloff, along with Nvidia Corp (NASDAQ:NVDA) stock.
The key artificial intelligence beneficiaries lost close to 6% – 10% in stock value last Friday as the Street grew wary of the U.S. Federal Reserve's rate cuts and Iran and Israel strike.
Meanwhile, reports indicated that Chinese companies are succeeding in procuring advanced Nvidia chips from third-party vendors.
Previously, Chinese tech juggernaut Alibaba Group Holding Limited (NYSE:BABA) voiced how the U.S. embargo harmed China's AI ambitions.
Prior reports had also indicated how the U.S. embargo led to a captive underground market for AI chips in China.
Analysts expect Nvidia to dominate the ~$90 billion calendar year 2024 accelerator market (rising to $200 billion by calendar year 2027), primarily backed by its Blackwell product.
Analysts have identified several growth catalysts for AMD's recent surge, beginning with the introduction of new products. AMD unveiled the Ryzen PRO 8040 and 8000 Series processors, AI-enabled and built using advanced 4-nanometer technology, targeting business laptops, mobile workstations, and desktops.
The anticipated expansion of the AI PC market will likely benefit AMD significantly. Analysts have also highlighted AMD's competitive positioning against Nvidia in the merchant accelerators market, bolstered by its Mi300 series products and an evolving chip, hardware, and software ecosystem.
Further financial upside is likely from the acquisition of Xilinx, which will likely offer substantial revenue synergies exceeding $10 billion.
Nvidia stock gained over 203% in the last 12 months , and AMD gained 74%. Investors can gain exposure to Nvidia via VanEck Semiconductor ETF (NASDAQ:SMH) and Global X Robotics & Artificial Intelligence ETF (NASDAQ:BOTZ).
Price Actions: NVDA shares traded higher by 3.68% at $824.48 at the last check Tuesday. AMD shares traded higher by 3.01% at $153.10.
Photo via Shutterstock
Advanced Micro Devices, Inc (NASDAQ:AMD) stock continued its upward trajectory Tuesday after the Friday's selloff, along with Nvidia Corp (NASDAQ:NVDA) stock.
週五的拋售後,先進微設備公司(納斯達克股票代碼:AMD)股票以及英偉達公司(納斯達克股票代碼:NVDA)的股票在週二繼續上漲。
The key artificial intelligence beneficiaries lost close to 6% – 10% in stock value last Friday as the Street grew wary of the U.S. Federal Reserve's rate cuts and Iran and Israel strike.
由於華爾街對聯儲局的降息以及伊朗和以色列的罷工越來越警惕,上週五,主要的人工智能受益者的股票價值下跌了近6%至10%。
Meanwhile, reports indicated that Chinese companies are succeeding in procuring advanced Nvidia chips from third-party vendors.
同時,有報道稱,中國公司成功地從第三方供應商那裏採購了先進的Nvidia芯片。
Previously, Chinese tech juggernaut Alibaba Group Holding Limited (NYSE:BABA) voiced how the U.S. embargo harmed China's AI ambitions.
此前,中國科技巨頭阿里巴巴集團控股有限公司(紐約證券交易所代碼:BABA)表達了美國的封鎖如何損害了中國的人工智能野心。
Prior reports had also indicated how the U.S. embargo led to a captive underground market for AI chips in China.
先前的報告還表明,美國的封鎖如何導致中國人工智能芯片的專屬地下市場。
Analysts expect Nvidia to dominate the ~$90 billion calendar year 2024 accelerator market (rising to $200 billion by calendar year 2027), primarily backed by its Blackwell product.
分析師預計,英偉達將在2024日曆年約900億美元的加速器市場中佔據主導地位(到2027日曆年將增至2000億美元),這主要由其布萊克韋爾產品的支持。
Analysts have identified several growth catalysts for AMD's recent surge, beginning with the introduction of new products. AMD unveiled the Ryzen PRO 8040 and 8000 Series processors, AI-enabled and built using advanced 4-nanometer technology, targeting business laptops, mobile workstations, and desktops.
分析師已經確定了AMD近期飆升的幾種增長催化劑,首先是新產品的推出。AMD 推出了銳龍 PRO 8040 和 8000 系列處理器,這些處理器支持人工智能,採用先進的 4 納米技術構建,適用於商用筆記本電腦、移動工作站和臺式機。
The anticipated expansion of the AI PC market will likely benefit AMD significantly. Analysts have also highlighted AMD's competitive positioning against Nvidia in the merchant accelerators market, bolstered by its Mi300 series products and an evolving chip, hardware, and software ecosystem.
AI PC市場的預期擴張可能會使AMD受益匪淺。分析師還強調了AMD在商用加速器市場上與Nvidia的競爭地位,這得益於其Mi300系列產品和不斷髮展的芯片、硬件和軟件生態系統。
Further financial upside is likely from the acquisition of Xilinx, which will likely offer substantial revenue synergies exceeding $10 billion.
收購賽靈思可能會帶來進一步的財務上行空間,這可能會帶來超過100億美元的巨大收入協同效應。
Nvidia stock gained over 203% in the last 12 months , and AMD gained 74%. Investors can gain exposure to Nvidia via VanEck Semiconductor ETF (NASDAQ:SMH) and Global X Robotics & Artificial Intelligence ETF (NASDAQ:BOTZ).
在過去的12個月中,英偉達的股票上漲了203%以上,而AMD的股票上漲了74%。投資者可以通過VanEck Semiconductor ETF(納斯達克股票代碼:SMH)和Global X機器人與人工智能ETF(納斯達克股票代碼:BOTZ)獲得英偉達的敞口。
Price Actions: NVDA shares traded higher by 3.68% at $824.48 at the last check Tuesday. AMD shares traded higher by 3.01% at $153.10.
價格走勢:在週二的最後一次檢查中,NVDA股價上漲3.68%,至824.48美元。AMD股價上漲3.01%,至153.10美元。
Photo via Shutterstock
照片來自 Shutterstock
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moomoo是Moomoo Technologies Inc.公司提供的金融資訊和交易應用程式。
在美國,moomoo上的投資產品和服務由Moomoo Financial Inc.提供,一家受美國證券交易委員會(SEC)監管的持牌主體。 Moomoo Financial Inc.是金融業監管局(FINRA)和證券投資者保護公司(SIPC)的成員。
在新加坡,moomoo上的投資產品和服務是通過Moomoo Financial Singapore Pte. Ltd.提供,該公司受新加坡金融管理局(MAS)監管(牌照號碼︰CMS101000) ,持有資本市場服務牌照 (CMS) ,持有財務顧問豁免(Exempt Financial Adviser)資質。本內容未經新加坡金融管理局的審查。
在澳大利亞,moomoo上的金融產品和服務是通過Futu Securities (Australia) Ltd提供,該公司是受澳大利亞證券和投資委員會(ASIC)監管的澳大利亞金融服務許可機構(AFSL No. 224663)。請閱讀並理解我們的《金融服務指南》、《條款與條件》、《隱私政策》和其他披露文件,這些文件可在我們的網站 https://www.moomoo.com/au中獲取。
在加拿大,透過moomoo應用程式提供的僅限訂單執行的券商服務由Moomoo Financial Canada Inc.提供,並受加拿大投資監管機構(CIRO)監管。
在馬來西亞,moomoo上的投資產品和服務是透過Moomoo Securities Malaysia Sdn. Bhd. 提供,該公司受馬來西亞證券監督委員會(SC)監管(牌照號碼︰eCMSL/A0397/2024) ,持有資本市場服務牌照 (CMSL) 。本內容未經馬來西亞證券監督委員會的審查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd.,Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc和Moomoo Securities Malaysia Sdn. Bhd., 是關聯公司。
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