Imvakalelo yakutshanjeI-Nvidia(I-NVDA) Isitokhwe sikhomba ukutyibilika isitokhwe simiselwe ukudityaniswa. Kodwa dow jones propativeral icandelo le-avaltivelIntel(I-intc) Unokubonelela ngembuyekezo ebonakalayo ebonakalayo kwicandelo le-semiconductor njengesenzo sayo lamaxabiso asibonisa ukuba sisebalekile, "uJohn uGousner, u-Nvidia ophelelwa ngumsebenzi we-bollic, uxelele ishishini le-billical" i-Ibd "ye-IBD". Uchaza kwi-NVIDIA ye-NVIDIA ye-NVIDIA ye-NVIDIA ye-NVIDE ye-NVICORY PROFID ye-charlaid enamabhendi e-boralir njengomlinganiso wokuzinza kwexabiso. Utsho isitokhwe kusenokwenzeka ukuba ihambile kakhulu, ngokukhawuleza kakhulu, kwaye igqithisile ixesha lokudityaniswa. "Ixesha likaNvidia lweendlela ezinkulu zisemva kwayo," utshiloIibhendi ze-bollingter, ezivezwe njengemigca ephezulu nangaphantsi ijikeleze imivalo yexabiso, zenziwa ngokubalwa kokuphambuka komgangatho ukusuka kwi-avareji elula yokuhamba. Zisetyenziswa ngabarhwebi abaninzi bobuchwephesha ukufumanisa ukuba isitokhwe sigqwesile okanye siphezulu
Isalathisi sobuchwephesha sibonisa ukuba ubuye umva ngokubuya ngoku-i-chipmaker ye-inter, i-Dow Jones. I-bolling ifanisa i-Intel kwiIbm(Ibm), isitokhwe se-chip eluhlaza okwesibhakabhaka esinokutshintsha ukusuka kubavelisi bengeniso kwizithuthi zemali ezinzuzo kwindawo yentengiso yangoku yentengiso. "Sibona bobabini abo banokuqaqamba phambi kwabo," utshilo.
Kusekho ezinye iintsomi ze-macro ukuba zibukele kwi-Intel kunye ne-NVidia, njengeIimfazwe ze-chip eziqhubekayo kunye nobudlelwane borhwebo phakathi kwe-US neChina. Imicimbi iyinyani kwaye ifanelekile ukuba ithathele ingqalelo, ngakumbi i-teckance yetekhnoloji enikezwe abaphumeleleyo kunye nabaphumeleleyo ngamanye amaxesha. "Sikhangela imiqondiso yokupheliswa kwetekhnoloji, esingakhange simbone okwangoku," watsho uBolling.
Kodwa i-bolling ibona izizathu zokuchwayitisa kwizinto ezisisiseko ze-Intel. "Ndicinga ukuba abantu bayayixabisa i-Intel kwezinye izinto ezinokukwenza, kwaye oko kunokuba yinto efanelekileyo kwisitokhwe eside kakhulu.
Indlela ye-IBD yohlalutyo lwesitokhwe ibona i-intel njengoko yandiswa kwinqaku elichanekileyo lokuthenga ixesha. Izaphuli zaqalisa isiseko ngenqaku le-40.07 lokuthenga ivolumu engaphezulu kwi-15 kwaye ngoku i-12% ngaphezulu kwendawo yokuthenga ngeentsuku ezili-11.
Jonga le veki ye-Podcast Episode yohlalutyo olucekeceke lwe-NVidia, i-Intel Stock kunye nezinye iintlobo ezivela kuJohn bongangiser.
IXESHA LOKUQALA: UJan-22 ukuya ku-2224