文章核心观点 - 人工智能是一个正在蓬勃发展的行业,未来仍有很大的增长空间 [1] - 投资人可以关注人工智能相关的公司股票,以期获得可观的收益,成为百万富翁 [1] - 但同时也需要注意,这种投资策略并不总能如愿,投资广基指数基金也是一种稳健有效的方式 [1] 行业概况 - 人工智能应用正在快速普及,涉及多个领域,如数据中心、云计算、半导体等 [1][2][4][6][7][8][9] - 人工智能的发展需要大量的计算能力和存储资源,带动了相关硬件和芯片的需求 [4][6][7][9] - 人工智能技术正被广泛应用于各类软件和服务,如搜索引擎、社交媒体、生产制造等 [2][8][10] 公司分析 - Nvidia是人工智能领域的领军企业,在GPU和数据中心芯片方面占据优势地位 [2] - Meta Platforms正大幅投资人工智能研究,并开源其Llama AI模型 [3] - Dell Technologies作为硬件供应商,从人工智能带来的服务器和存储需求中获益 [4] - Palantir Technologies专注于人工智能软件,在政府和商业领域均有广泛应用 [5] - Broadcom的人工智能芯片业务增长迅速,有望从定制AI芯片获得丰厚利润 [6] - Micron Technology作为内存芯片供应商,也从人工智能带来的需求中获益 [7] - Microsoft、Qualcomm、Alphabet等科技巨头也纷纷布局人工智能领域 [8][9][10] - AMD通过收购ZT Systems进军服务器市场,在人工智能芯片领域也有所布局 [11]

They're at the top of my watch list.When it comes to investing in the stock market, it is important to perform your due diligence ahead of time and form a watch list. That way, you'll be prepared when buy opportunities present themselves.In today's video, I will go through three stocks at the top of my watch list, including Advanced Micro Designs (AMD 1.02%).Watch this short video to learn more, consider subscribing to the channel, and check out the special offer in the link below.*Stock prices used were en ...

The AI trade bounced on bullish commentary from several leading tech executives.Shares of AI-related semiconductor stocks Advanced Micro Devices (AMD 0.97%), Arm Holdings (ARM 6.14%), and Marvell Technology (MRVL 0.36%) rallied this week, up 12.2%, 18.7%, and 12.2%, respectively, as of the end of Thursday trading, according to data from S&P Global Market Intelligence.AI-related stocks had taken it on the chin over the summer and the first part of September, as fears over recession and doubts about the longe ...

The AI supercycle is fueling a heated competition between Advanced Micro Devices Inc AMD and Nvidia Corp NVDA, with both tech giants racing to capture the growing AI market.While AMD stock has gained 39.98% over the past year, Nvidia has surged 161.90%. Year-to-date, the gap is even wider, with AMD up 8.80% and Nvidia soaring 147.33%. After all, Nvidia’s first-mover advantage in the AI space has helped it amass over $2.9 trillion in market cap, with AMD left playing catch-up at around $245 billion.AMD's CEO ...

Advanced Micro Devices (AMD) closed at $150.77 in the latest trading session, marking a +0.61% move from the prior day. This move lagged the S&P 500's daily gain of 0.75%. Meanwhile, the Dow experienced a rise of 0.58%, and the technology-dominated Nasdaq saw an increase of 1%.The chipmaker's stock has climbed by 6.47% in the past month, exceeding the Computer and Technology sector's gain of 2.48% and the S&P 500's gain of 4.03%.The investment community will be closely monitoring the performance of Advanced ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

MF3d NVIDIA Corporation (NASDAQ:NVDA) has long been untouchable in the GPU space, and its lead in AI applications especially has often seemed insurmountable. While that likely isn't in danger of changing tomorrow, new AI benchmarks from MLCommons, an organization led by vendors to display their processor performances in an equitable and controlled manner, show that the race is certainly tightening. The group released MLPerf Inference v4.1 benchmark results a couple of weeks ago, showing Advanced Micro Devic ...

AMD has done six stock splits so far, but none in the last 20 years. Here's what you should know about the chip designer's split history.Semiconductor designer Advanced Micro Devices (AMD -0.22%) has become a power player in the artificial intelligence (AI) boom. The company also puts up a fight against segment leader Nvidia in the market for high-performance graphics processing units (GPUs) for gamers and professional graphic designers. AMD is even taking market share from PC processor Intel in several imp ...

文章核心观点 - 公司作为英伟达(Nvidia)在数据中心AI芯片市场的挑战者,股价已经下降到更具投资价值的估值水平 [1] - 公司在其他业务领域存在一些不利因素,导致短期内收入增长受限,但随着这些业务的改善或稳定,第三季度预计将出现更强劲的增长 [1][2] 公司财务表现 - 第二季度收入58亿美元,同比增长9% [3] - 数据中心业务收入增长115%至28亿美元,环比增长21% [3] - 客户端业务收入增长49%,同比增长9%,持续复苏 [3] - 游戏业务收入同比下降59%,环比下降30%,受到半定制业务收入下降的影响 [3] - 嵌入式业务收入同比下降41%,环比持平 [3] - 毛利率49%,经营利润27亿美元,每股收益0.16美元(GAAP) [3] - 非GAAP毛利率53%,经营利润13亿美元,每股收益0.69美元,同比增长11% [3] 未来展望 - 第三季度收入预计67亿美元,同比增长16%,环比增长15% [4] - 全年AI业务收入预计达45亿美元,第二半年收入或达30亿美元,是上半年的两倍 [4] - 预计2025年推出的CDNA 4架构可提供高达35倍的推理性能 [5] - 公司将CDNA和RDNA架构合并为统一的UDNA架构,以满足开发者的需求 [5] - 推出了Ryzen AI 300系列客户端处理器,以及即将在2024年下半年推出的下一代Epyc服务器处理器 [5] 行业竞争 - 英伟达推出Blackwell GPU,性能提升高达5倍 [5] - 英特尔在客户端和数据中心处理器方面的竞争力不断提升,包括Lunar Lake移动处理器和Arrow Lake桌面处理器 [5] - 英特尔在数据中心处理器方面也有望在2021年后实现与公司的平等竞争 [5] 估值 - 根据非GAAP财报,公司当前市盈率约为50倍 [6] - 考虑到未来增长,2025年市盈率或降至25倍 [6] - 公司当前估值较高,短期内可能存在下行风险 [6]

PARAGUAY - 2024/08/03: In this photo illustration, the Advanced Micro Devices, Inc. (AMD) logo is ... [+] displayed on a smartphone screen. (Photo Illustration by Jaque Silva/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesOur theme of Internet Infrastructure Stocks which includes companies that sell hardware and software for server processors, graphics units, memory, and networking equipment, has returned about 16% year-to-date. This compares to the S&P 500 which remains up ...