AMD WKN: 863186 ISIN: US0079031078 Forum: Aktien Thema: Hauptdiskussion

Noch lange nicht fertig

💪

Bin leider zu tief im minus um mich von dem Ding zu verabschieden :(

klappt offensichtlich immer wieder diese Verunsicherung! Nervenstärke besitzt eben nicht jeder

https://www.benzinga.com/media/25/01/42874155/nvidia-teams-up-with-mediatek-to-challenge-intel-and-amd-in-desktop-cpu-market?utm_source=MarketWatch&utm_campaign=partner_feed&utm_medium=partner_feed&utm_content=site&mod=mw_quote_news

HSBC says AMD can’t compete with Nvidia in 2025, double downgrades shares TheFly Jan 08, 2025, 02:05 PM HSBC downgraded AMD (AMD) to Reduce from Buy with a price target of $110, down from $200. AMD shares price have corrected by 24% in the past three months but there remains further downside, the analyst tells investors in a research note. The firm sees additional downside as it now believes the company’s artificial intelligence graphics processing unit roadmap is less competitive than previously thought. HSBC thinks AMD will be able to penetrate the AI GPU market as much as it had earlier anticipated. In particular, the firm sees downside to AMD’s AI GPU momentum in the first half of 2025 given “lukewarm demand” for the company’s new MI325 GPU. HSBC expects AMD to see lower high-bandwidth memory in MI325 due to Samsung’s ongoing struggles with ramping up its higher spec HBM3e. AMD is unlikely to have an AI rack solution to compete with Nvidia’s (NVDA) NVL rack platform until late 2025 or early 2026, the firm says. As such, it lowered its “previous bullish” fiscal 2025 AI GPU revenue forecast from $12.3B to $8.1B, which is significantly below the consensus estimate of $9.5B. https://www.tipranks.com/news/the-fly/hsbc-says-amd-cant-compete-with-nvidia-in-2025-double-downgrades-shares?mod=mw_quote_news

Unglaublich. Verstehe das nicht. AMD hat doch riesengroßes Potenzial. Nur wegen einer Analystenmeinung.

Alles nur wegen einem downgrade?

Wir sind sowas von perfekt im Kanal. Könnte eventuell heute die chance sein, den Kanal nach oben zu verlassen. Wenn nicht, dann gehen wir auf die 110$ zu.

HSBC's analysis indicates a potential further decline in AMD's stock value. The firm's less optimistic view is based on their belief that AMD's artificial intelligence (AI) graphics processing unit (GPU) roadmap is not as competitive as initially assessed. This perceived lack of competitiveness is expected to hinder AMD's penetration into the AI GPU market. InvestingPro data shows AMD maintains strong financial health with a current ratio of 2.5 and operates with moderate debt levels, suggesting resilience despite market challenges. AMD's recent launch of the MI325 GPU has received a lukewarm response, which HSBC attributes to anticipated lower-spec HBM3e memory due to Samsung (KS:005930)'s production challenges. These difficulties with Samsung's higher-spec HBM3e memory ramp-up are seen as a limiting factor for the MI325's performance. The report also touches on future product launches, noting that while AMD is on track to release its MI350 chip in the second half of 2025, the company is not expected to offer an AI rack solution that can compete with Nvidia (NASDAQ:NVDA)'s NVL rack platform until late 2025 or early 2026. This timeline is aligned with the anticipated launch of AMD's MI400. HSBC's revised stance on AMD reflects concerns about the company's short-term prospects in the highly competitive AI GPU segment. The analysis suggests that AMD may face challenges in maintaining its market position against rivals, particularly given the current technology and market dynamics. https://uk.investing.com/news/analyst-ratings/hsbc-reduces-amd-shares-rating-highlighting-challenges-in-ai-gpu-market-and-competition-93CH-3864919

ich flieg heut mit +- 0 raus, aber hey n versuch wars wert

ist genau so ne manipulation wie mit paypal damals ich sag es euch. totreden, tot downgrade und wenn alle es hassen und keiner mehr haben will gehts wieder hoch

Hat jemand die Erklärung von HSBC?

Hmm... Wenn du meinst... Ich sage Chart und 20.01.25...

Es wird tiefer gehn wie 110$😉

AMD downgraded to Reduce from Buy at HSBC TheFly Jan 08, 2025, 12:05 PM HSBC downgraded AMD (AMD) to Reduce from Buy with a $110 price target https://www.tipranks.com/news/the-fly/amd-downgraded-to-reduce-from-buy-at-hsbc?mod=mw_quote_news