每经AI快讯，9月10日，半导体板块美股盘前普涨。AMD涨3.5%，英伟达涨1.9%，博通涨2.2%。 ...

公司所有权状况 - 公司成为美国半导体股中最被低持的股票 活跃基金经理持股比例从一年前39%降至5月23% 8月进一步降至20% [2][3] - 相对标普500权重同比下降80% [4] 业绩与市场表现 - 行业表现优异 共识预测销售额增长22% 持续跑赢费城半导体指数 [4] - 美国银行维持买入评级 受益于人工智能应用增长及持续抢占英特尔市场份额 [4] 业务范围 - 专注于半导体设计与开发 产品包括CPU GPU AI加速器及嵌入式解决方案 [5] - 服务全球数据中心 客户端计算 游戏及专业应用领域 [5] 行业比较 - 部分AI股票被认为具有更大上涨潜力及更低下行风险 [6] - 未被列入14支应立即出售的科技股名单 [1]

半导体板块美股盘前表现 - 半导体板块美股盘前普遍上涨 [1] - AMD和Credo Technology股价涨幅超过3% [1] - 博通股价涨幅超过2% [1] - 英伟达、台积电和美光科技股价涨幅超过1% [1]

高通公司 - 公司发布强劲季度财报 营收同比增长17%至99亿美元 净利润达27亿美元[1] - 智能手机芯片需求复苏推动业绩增长 特别是中国市场需求强劲[1] - 汽车业务成为新增长点 营收同比增长25% 与多家汽车制造商达成合作协议[1] 特斯拉公司 - 公司季度交付量超预期 全球交付量达48.4万辆 同比增长38%[1] - 中国市场表现突出 上海工厂产能利用率提升至95%以上[1] - 新车型Cybertruck开始交付 预订量已超过190万辆[1] 半导体行业 - 全球芯片行业出现复苏迹象 智能手机和个人电脑需求回暖[1] - 人工智能芯片需求持续增长 数据中心和边缘计算成为主要驱动力[1] - 汽车电子化趋势加速 每辆汽车芯片含量持续提升[1] 电动汽车行业 - 全球电动汽车渗透率加速提升 预计今年将达到18%的市场份额[1] - 充电基础设施快速扩张 全球快充站点数量同比增长40%[1] - 电池成本持续下降 磷酸铁锂电池占比提升至60%[1]

Um fato amplamente aceito e um estereótipo comum hoje em dia é que os dados são reis. Quando se trata de investimentos, fica claro por que os dados são cruciais em nossa busca para descobrir os diferenciais da nossa estratégia.Neste artigo, não discutiremos como adquirir dados, pois é bastante simples. No início da sua jornada, você pode navegar facilmente na internet para encontrar conjuntos de dados que atendam às suas necessidades. Quando estes não forem suficientes, você pode obter dados de provedores e ...

公司股价表现 - AMD股价上周五下跌超过6% 因投资者担忧其AI芯片需求弱于预期 [1] 行业需求动态 - 多家分析师指出AI芯片需求放缓迹象 [1] - Seaport Global将AMD评级从买入下调 [1] 分析师背景 - 分析师拥有超过二十年科技领域市场经验 专注风险规避 [1] - 经历互联网泡沫 2008年信用违约事件及近期AI热潮 [1] - 分析框架围绕行业动量因素展开 [1]

Advanced Micro Devices, Inc. (NASDAQ: AMD ) stock fell over 6% last Friday as investors became wary of weaker-than-expected demand for its AI chips. Several analysts flagged signs of slowing demand; Seaport Global downgraded AMD from Buy toI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI bo ...

Back to market on close. It's time for options corner. So we'll bring in Kevin Green into the conversation to see what levels he's taking a look at as we head into the close.How are things looking on your end today, Kevin. Looking pretty good, Marley. Obviously, we've had a decent day trading around that 6,500 level.We have now broken through here and now we're trying to hit a little bit of an area of resistance. Let's see if we actually still have some momentum uh to still have some gains or still make up ...

Advanced Micro Devices, Inc. (NASDAQ: AMD ), commonly referred to as AMD, is one of my long-term investments from which I expect to see significant returns in the coming years. Especially considering that IMy primary area of concentration will be on identifying companies of exceptional caliber, with a proven ability to reinvest capital for impressive returns. Targeting those with a market capitalization of less than $10 billion, affords ample opportunities for growth. The ideal scenario is for these compani ...

Advanced Micro Devices, Inc. (NASDAQ: AMD ), commonly referred to as AMD, is one of my long-term investments from which I expect to see significant returns in the coming years. Especially considering that IMy primary area of concentration will be on identifying companies of exceptional caliber, with a proven ability to reinvest capital for impressive returns. Targeting those with a market capitalization of less than $10 billion, affords ample opportunities for growth. The ideal scenario is for these compani ...