不是！今天有分析师看空AMD，认为AMD股价应该到18元！但昨天有另一家提高AMD的目标价，从原来的30元，提高到33元！可以乘现在跌至24.2-24.6元时买进加码！AMD新的CPU是使用7乃米制程，是委托TSM制造。而Intel还停留在解决10奈米的制程，新一代的CPU要到明年初才会面世，落后AMD超过7个月的时间。 (谈股论金)  249次阅读

作者: 雅歌 , 发表于: 2018-10-19 (2233天前) @ 灰牛

Shares of Advanced Micro Devices Inc. (AMD) tumbled 7.3% in afternoon trade, enough to pace the decliners in the semiconductor sector, after bearish note on the company from New Street Research and recent downbeat reports on the sector. On Friday, New Street analyst Pierre Ferragu initiated coverage of AMD with a sell rating and stock price target of $18 , which was 27% below current levels, saying he sees a "hard stop" in momentum around the corner. "Our detailed review of AMD's architecture and actual needs of the server and PC markets, combined with our analysis of competitive dynamics between Intel and AMD nevertheless suggest the party might be over soon," Ferragu wrote in a note to clients. AMD's stock was the biggest decliner in the PHLX Semiconductor Index , which fell 1.3% with 25 of 30 components losing ground. AMD's stock has plunged 20% so far this month, while the SOX has lost 11% and the S&P 500 has slipped 5.1%. Morgan Stanley said in a note Thursday that it expects broad-based lowered fourth-quarter guidance when chip makers report third-quarter results, driven by "pronounced weakness" in autos and a slowing in industrial. Goldman Sachs said Thursday it expects a cyclical correction in the sector amid weaker data points in the industrial end markets.