If you’ve been sitting on the sidelines amid the massive AI-fulled run in the broader markets, you may wonder if it’s too late to reach for the so-called AI winners that stand to win most from the ongoing AI boom or revolution that’s going in. Indeed, like cryptocurrencies, you’re probably not going to stop hearing about generative AI and the top semiconductor plays feeding the boom anytime soon. Even if you’re incredibly value-conscious, it can feel tempting to give in and buy a hot AI chip maker. If not N ...

The cryptocurrency sector continues to mature, with significant trends emerging in 2024 that highlight the growing importance of infrastructure within the industry. Notable areas of investment include blockchain infrastructure and digital payment solutions. These are crucial and essential for supporting the broader adoption of cryptocurrencies​. Furthermore, the regulatory environment is evolving, with many countries developing frameworks to support crypto industry growth. These regulations are aimed at pro ...

文章核心观点 半导体人工智能股票正在成为市场价值增长的关键参与者,通过开发AI芯片和相关应用推动人工智能的发展[1][2][4] 公司总结 1. ON Semiconductor - 公司在功率和传感器技术方面表现出色,这对汽车和工业领域的AI应用至关重要[5][6] - 公司毛利率达到45.9%,显示出成本管理和定价能力的优势[5] - 公司在碳化硅业务方面取得重大进展,包括内部生产占比超过50%,提升了利润率[6] - 公司新设计获得30%的环比增长,表明客户对其智能电源和传感技术的强烈需求[6] 2. 台积电 - 公司毛利率和营业利润率均有所提升,体现了良好的运营效率[9] - 公司计划2024年资本支出280亿至320亿美元,主要投向先进制程技术,以满足长期AI市场需求[10] - 公司正在美国、日本和欧洲建设新工厂,增强了地理灵活性和需求响应能力[10] 3. AMD - 公司专注于高性能CPU和GPU,产品对AI和机器学习工作负载至关重要[12][13] - 公司已与多家大型企业建立合作关系,有助于进一步渗透和增长企业市场[12] - 公司推出的Turin系列EPYC处理器有望在企业和云计算市场获得更多份额[13] - 公司Ryzen 8000系列处理器销售强劲,体现了其在消费者PC市场的良好战略[14] - 公司计划推出搭载AI功能的Ryzen移动处理器,进一步扩大AI PC产品线[14]

Leading technology stocks have been riding high in recent months following the bullish momentum in the artificial intelligence (AI) market. In this line, semiconductor firm Advanced Micro Devices (NASDAQ: AMD) is among the beneficiaries, with analysts projecting that the equity has more potential upside.Notably, in 2024, AMD has rallied 28%, trading at $178 by the close of markets on July 8. Following the stock’s gains, investors are looking for the next significant resistance level of $200. Indeed, if AMD ...

Kindamorphic/E+ via Getty Images AI-capable PCs are expected to be an explosive trend through 2025 and beyond. The trajectory of AI will increase when more people can access AI-powered applications, which in turn, will help AI developers build a bigger ecosystem. Currently, there is a major bottleneck right now for AI applications, where client devices are not powerful enough or energy-efficient enough to leverage AI capabilities at the edge. We've discussed the PC rebound in late 2023 for our premium membe ...

文章核心观点 - 人工智能(AI)市场正在快速增长,预计到2030年将达到近2万亿美元的规模 [3] - 两家公司AMD和微软都在大幅投资AI,但在AI领域的地位和发展阶段存在差异 [12] AMD - AMD已经全力投入AI,推出了竞争性的芯片产品,但仍落后于英伟达,占据AI芯片市场70%-95%的份额 [4][5][6] - AMD在桌面GPU市场的份额从2014年的35%下降到12%,而英伟达则从65%上升到88% [6] - AMD在AI领域的长期地位仍存在不确定性,现金储备也远低于微软 [13][14] 微软 - 微软早在2019年就开始与ChatGPT开发商OpenAI合作,成为其最大的投资者 [8] - 微软已将ChatGPT等AI技术整合到多个业务中,如Bing搜索引擎、Office生产力软件和Azure云平台 [9][10] - 微软的AI业务推动了其第三季度收入的17%同比增长,超出预期 [10] - 微软作为科技巨头,在AI领域拥有更强的资金实力和可靠性 [13][15]

UK MHRA marketing authorization follows recent European Commission Marketing Authorization for LYTENAVA™ (bevacizumab gamma) in the EU for the treatment of wet AMDInitial commercial launches of LYTENAVA™ (bevacizumab gamma) in the EU and UK anticipated in calendar Q1 2025Strategic partnership with Cencora (formerly AmerisourceBergen) to support the planned commercial launches of LYTENAVA in UK and EU ISELIN, N.J., July 08, 2024 (GLOBE NEWSWIRE) -- Outlook Therapeutics, Inc. (Nasdaq: OTLK), a biopharmaceuti ...

The previous month was pretty favorable for Advanced Micro Devices (NASDAQ: AMD) stock, as it added 7.21% to its value. Wall Street analysts are bullish on its potential upside and room for growth, which is set to be bolstered by the expanding artificial intelligence (AI) landscape. AMD stock looks set to carry on with gains of 4.88% from the previous trading session, as the pre-market gains show a 0.76% increase in the early morning of July 8. AMD stock 24-hour price chart. Source: Finbold While it might b ...

文章核心观点 - 半导体行业是人工智能革命的核心 [2] - 人工智能的发展带动了芯片行业的快速增长 [3] - 投资者可以通过购买半导体ETF来获得整个芯片行业的收益 [4] 行业总结 - 半导体行业正处于人工智能驱动的快速发展期 [2][3] - 人工智能对半导体行业的需求持续增长,带动了行业整体的快速发展 [3][9][10][11] - 行业内主要公司包括Broadcom、Nvidia、AMD、Applied Materials、Qualcomm等 [9] - 台积电和美光科技等公司也是人工智能产业链的重要组成部分 [12] 公司总结 - Broadcom的人工智能相关收入大幅增长,预计未来将实现创纪录的收入 [9] - Nvidia是全球最强大的GPU制造商,其数据中心业务增长迅速 [10] - AMD正在与Nvidia竞争数据中心GPU市场,同时在个人电脑AI处理器市场占据主导地位 [11]

文章核心观点 - AMD股价在今年初受益于人工智能(AI)热潮而大涨,但随后出现下滑,因投资者质疑公司能否从行业巨头英伟达(Nvidia)手中抢占更大份额的AI芯片市场 [4] - AMD股价最近在一个对称三角形图形模式内整理,这通常预示着即将出现趋势性突破或崩溃 [2] 公司情况总结 - AMD股价从3月高点下跌28% [4] - 从长期来看,AMD股价自去年3月50日移动平均线(MA)上穿200日MA形成金叉买入信号后一直呈上升趋势,但今年3-5月期间曾大跌38%跌出投资者的青睐 [6] - 最近AMD股价在对称三角形图形模式内整理,这通常预示着即将出现趋势性突破或崩溃,投资者需密切关注 [7][8] 潜在投资机会和风险 - 若AMD股价突破对称三角形上方,可能会先上涨至184美元,之后有望重新测试227.30美元的历史高点 [9] - 若AMD股价突破对称三角形下方,可能会受到132-116美元区间的支撑,这是去年5-12月期间形成的支撑位 [10]