Bank of America: Prefer AMD to Intel, giving the latter a "buy" rating

智通财经2023-04-14

On April 14, as the first-quarter earnings season approached, Bank of America said that compared withIntel, the bank preferredAMD, because the latter may be affected by the acquisitionXilinxWhile benefiting from industrial and automotive markets.

Bank of America analyst Vivek Arya gave AMD a "buy" rating and Intel an "underperform" rating.Despite troubles in PCs and data centers, AMD could gain more than Intel later this year as it launches new products including Genoa server CPUs, analysts said.

Analysts said: "Given AMD's extensive exposure to cloud computing vendors, who are expected to increase investment in CPUs/accelerators amid the AI boom, we believe AMD is in a better position overall. Its 5nm Genoa server CPU also has process node advantages and better multi-threading performance."

The current consensus expectation is that AMD will generate revenue of $5.31 billion and earnings per share of $0.56 in the first quarter of this year. Meanwhile, the consensus estimate for Intel to post a loss of $0.14 per share after first-quarter sales of $11.22 billion.

While Intel's stock has risen sharply over the past few sessions (partly due to its portfolio in AI), the company is likely to continue to lose server market share to AMD until at least 2025, analysts added. Ahead of Intel's first-quarter results, analysts lowered their estimates for the company's 2023 results, cutting sales and earnings per share estimates by 6% and 38%, respectively.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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虎少爷
2023-04-15
虎少爷
[得意]
xiaochoochoo
2023-04-15
xiaochoochoo
[微笑]
liuxiangwei
2023-04-14
liuxiangwei
[微笑]
yuliang559
2023-04-14
yuliang559
[微笑]
hangyuliang
2023-04-14
hangyuliang
[微笑]

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Its 5nm Genoa server CPU also has process node advantages and better multi-threading performance.\"</p><p>The current consensus expectation is that AMD will generate revenue of $5.31 billion and earnings per share of $0.56 in the first quarter of this year. Meanwhile, the consensus estimate for Intel to post a loss of $0.14 per share after first-quarter sales of $11.22 billion.</p><p>While Intel's stock has risen sharply over the past few sessions (partly due to its portfolio in AI), the company is likely to continue to lose server market share to AMD until at least 2025, analysts added. Ahead of Intel's first-quarter results, analysts lowered their estimates for the company's 2023 results, cutting sales and earnings per share estimates by 6% and 38%, respectively.</p><p></body></html></p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bank of America: Prefer AMD to Intel, giving the latter a \"buy\" rating</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBank of America: Prefer AMD to Intel, giving the latter a \"buy\" rating\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2023-04-14 22:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On April 14, as the first-quarter earnings season approached, Bank of America said that compared with<a href=\"https://laohu8.com/S/INTC\">Intel</a>, the bank preferred<a href=\"https://laohu8.com/S/AMD\">AMD</a>, because the latter may be affected by the acquisition<a href=\"https://laohu8.com/S/XLNX\">Xilinx</a>While benefiting from industrial and automotive markets.</p><p><strong>Bank of America analyst Vivek Arya gave AMD a \"buy\" rating and Intel an \"underperform\" rating.</strong>Despite troubles in PCs and data centers, AMD could gain more than Intel later this year as it launches new products including Genoa server CPUs, analysts said.</p><p>Analysts said: \"Given AMD's extensive exposure to cloud computing vendors, who are expected to increase investment in CPUs/accelerators amid the AI boom, we believe AMD is in a better position overall. Its 5nm Genoa server CPU also has process node advantages and better multi-threading performance.\"</p><p>The current consensus expectation is that AMD will generate revenue of $5.31 billion and earnings per share of $0.56 in the first quarter of this year. Meanwhile, the consensus estimate for Intel to post a loss of $0.14 per share after first-quarter sales of $11.22 billion.</p><p>While Intel's stock has risen sharply over the past few sessions (partly due to its portfolio in AI), the company is likely to continue to lose server market share to AMD until at least 2025, analysts added. Ahead of Intel's first-quarter results, analysts lowered their estimates for the company's 2023 results, cutting sales and earnings per share estimates by 6% and 38%, respectively.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/911257.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{"INTC":"英特尔","GFS":"GLOBALFOUNDRIES Inc.","AMD":"美国超微公司"},"source_url":"http://www.zhitongcaijing.com/content/detail/911257.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2327812125","content_text":"4月14日，，在第一季度财报季到来之际，美国银行表示，相比于英特尔，该行更青睐于AMD，因为后者可能会因收购赛灵思而从工业和汽车市场中受益。美银分析师Vivek Arya予AMD“买入”评级，同时予英特尔“跑输大盘”评级。分析师表示，尽管个人电脑和数据中心领域遇到麻烦，但AMD今年晚些时候的获益可能会超过英特尔，因为AMD将推出包括Genoa服务器CPU在内的新产品。分析师表示：“考虑到AMD与云计算供应商的大量接触，而这些云计算供应商们预计将在AI热潮下加大对CPU/加速器的投资，我们认为AMD总体上处于更好的地位。其5nm Genoa服务器CPU也拥有流程节点优势和更好的多线程性能。”市场目前普遍预期，AMD今年第一季度的营收为53.1亿美元，每股收益为0.56美元。与此同时，市场普遍预期英特尔第一季度销售额为112.2亿美元，但每股亏损0.14美元。分析师补充称，尽管英特尔的股价在过去几个交易日大幅上涨(部分原因是其在AI领域的投资组合)，但至少在2025年之前，该公司的服务器市场份额可能会继续输给AMD。在英特尔公布第一季度业绩之前，分析师下调了对该公司2023年的业绩预计，将销售额和每股收益预期分别下调了6%和38%。","news_type":1,"symbols_score_info":{"INTC":1,"AMD":1,"GFS":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9945536571,"gmtCreate":1681512554994,"gmtModify":1681512558724,"author":{"id":"4095548256553960","authorId":"4095548256553960","name":"xiaochoochoo","avatar":"https://static.tigerbbs.com/daa4c71aeb75832cfccf0bf892d1f6ec","vip":1,"crmLevel":11,"crmLevelSwitch":0,"idStr":"4095548256553960","authorIdStr":"4095548256553960"},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945536571","repostId":2327812125,"repostType":4,"repost":{"id":"2327812125","kind":"news","pubTimestamp":1681481011,"share":"https://ttm.financial/m/news/2327812125?lang=en_US&edition=fundamental","pubTime":"2023-04-14 22:03","market":"us","language":"zh","title":"Bank of America: Prefer AMD to Intel, giving the latter a \"buy\" rating","url":"https://stock-news.laohu8.com/highlight/detail?id=2327812125","media":"智通财经","summary":"智通财经APP获悉，在第一季度财报季到来之际，美国银行表示，相比于英特尔，该行更青睐于AMD，因为后者可能会因收购赛灵思而从工业和汽车市场中受益。美银分析师Vivek Arya予AMD“买入”评级，同时予英特尔“跑输大盘”评级。与此同时，市场普遍预期英特尔第一季度销售额为112.2亿美元，但每股亏损0.14美元。分析师补充称，尽管英特尔的股价在过去几个交易日大幅上涨，但至少在2025年之前，该公司的服务器市场份额可能会继续输给AMD。","content":"<p><html><head></head><body>On April 14, as the first-quarter earnings season approached, Bank of America said that compared with<a href=\"https://laohu8.com/S/INTC\">Intel</a>, the bank preferred<a href=\"https://laohu8.com/S/AMD\">AMD</a>, because the latter may be affected by the acquisition<a href=\"https://laohu8.com/S/XLNX\">Xilinx</a>While benefiting from industrial and automotive markets.</p><p><strong>Bank of America analyst Vivek Arya gave AMD a \"buy\" rating and Intel an \"underperform\" rating.</strong>Despite troubles in PCs and data centers, AMD could gain more than Intel later this year as it launches new products including Genoa server CPUs, analysts said.</p><p>Analysts said: \"Given AMD's extensive exposure to cloud computing vendors, who are expected to increase investment in CPUs/accelerators amid the AI boom, we believe AMD is in a better position overall. Its 5nm Genoa server CPU also has process node advantages and better multi-threading performance.\"</p><p>The current consensus expectation is that AMD will generate revenue of $5.31 billion and earnings per share of $0.56 in the first quarter of this year. Meanwhile, the consensus estimate for Intel to post a loss of $0.14 per share after first-quarter sales of $11.22 billion.</p><p>While Intel's stock has risen sharply over the past few sessions (partly due to its portfolio in AI), the company is likely to continue to lose server market share to AMD until at least 2025, analysts added. Ahead of Intel's first-quarter results, analysts lowered their estimates for the company's 2023 results, cutting sales and earnings per share estimates by 6% and 38%, respectively.</p><p></body></html></p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bank of America: Prefer AMD to Intel, giving the latter a \"buy\" rating</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBank of America: Prefer AMD to Intel, giving the latter a \"buy\" rating\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2023-04-14 22:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On April 14, as the first-quarter earnings season approached, Bank of America said that compared with<a href=\"https://laohu8.com/S/INTC\">Intel</a>, the bank preferred<a href=\"https://laohu8.com/S/AMD\">AMD</a>, because the latter may be affected by the acquisition<a href=\"https://laohu8.com/S/XLNX\">Xilinx</a>While benefiting from industrial and automotive markets.</p><p><strong>Bank of America analyst Vivek Arya gave AMD a \"buy\" rating and Intel an \"underperform\" rating.</strong>Despite troubles in PCs and data centers, AMD could gain more than Intel later this year as it launches new products including Genoa server CPUs, analysts said.</p><p>Analysts said: \"Given AMD's extensive exposure to cloud computing vendors, who are expected to increase investment in CPUs/accelerators amid the AI boom, we believe AMD is in a better position overall. Its 5nm Genoa server CPU also has process node advantages and better multi-threading performance.\"</p><p>The current consensus expectation is that AMD will generate revenue of $5.31 billion and earnings per share of $0.56 in the first quarter of this year. Meanwhile, the consensus estimate for Intel to post a loss of $0.14 per share after first-quarter sales of $11.22 billion.</p><p>While Intel's stock has risen sharply over the past few sessions (partly due to its portfolio in AI), the company is likely to continue to lose server market share to AMD until at least 2025, analysts added. Ahead of Intel's first-quarter results, analysts lowered their estimates for the company's 2023 results, cutting sales and earnings per share estimates by 6% and 38%, respectively.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/911257.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{"INTC":"英特尔","GFS":"GLOBALFOUNDRIES Inc.","AMD":"美国超微公司"},"source_url":"http://www.zhitongcaijing.com/content/detail/911257.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2327812125","content_text":"4月14日，，在第一季度财报季到来之际，美国银行表示，相比于英特尔，该行更青睐于AMD，因为后者可能会因收购赛灵思而从工业和汽车市场中受益。美银分析师Vivek Arya予AMD“买入”评级，同时予英特尔“跑输大盘”评级。分析师表示，尽管个人电脑和数据中心领域遇到麻烦，但AMD今年晚些时候的获益可能会超过英特尔，因为AMD将推出包括Genoa服务器CPU在内的新产品。分析师表示：“考虑到AMD与云计算供应商的大量接触，而这些云计算供应商们预计将在AI热潮下加大对CPU/加速器的投资，我们认为AMD总体上处于更好的地位。其5nm Genoa服务器CPU也拥有流程节点优势和更好的多线程性能。”市场目前普遍预期，AMD今年第一季度的营收为53.1亿美元，每股收益为0.56美元。与此同时，市场普遍预期英特尔第一季度销售额为112.2亿美元，但每股亏损0.14美元。分析师补充称，尽管英特尔的股价在过去几个交易日大幅上涨(部分原因是其在AI领域的投资组合)，但至少在2025年之前，该公司的服务器市场份额可能会继续输给AMD。在英特尔公布第一季度业绩之前，分析师下调了对该公司2023年的业绩预计，将销售额和每股收益预期分别下调了6%和38%。","news_type":1,"symbols_score_info":{"INTC":1,"AMD":1,"GFS":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9945219548,"gmtCreate":1681482874785,"gmtModify":1681482878355,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3582688457818684","authorIdStr":"3582688457818684"},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945219548","repostId":2327812125,"repostType":2,"repost":{"id":"2327812125","kind":"news","pubTimestamp":1681481011,"share":"https://ttm.financial/m/news/2327812125?lang=en_US&edition=fundamental","pubTime":"2023-04-14 22:03","market":"us","language":"zh","title":"Bank of America: Prefer AMD to Intel, giving the latter a \"buy\" rating","url":"https://stock-news.laohu8.com/highlight/detail?id=2327812125","media":"智通财经","summary":"智通财经APP获悉，在第一季度财报季到来之际，美国银行表示，相比于英特尔，该行更青睐于AMD，因为后者可能会因收购赛灵思而从工业和汽车市场中受益。美银分析师Vivek Arya予AMD“买入”评级，同时予英特尔“跑输大盘”评级。与此同时，市场普遍预期英特尔第一季度销售额为112.2亿美元，但每股亏损0.14美元。分析师补充称，尽管英特尔的股价在过去几个交易日大幅上涨，但至少在2025年之前，该公司的服务器市场份额可能会继续输给AMD。","content":"<p><html><head></head><body>On April 14, as the first-quarter earnings season approached, Bank of America said that compared with<a href=\"https://laohu8.com/S/INTC\">Intel</a>, the bank preferred<a href=\"https://laohu8.com/S/AMD\">AMD</a>, because the latter may be affected by the acquisition<a href=\"https://laohu8.com/S/XLNX\">Xilinx</a>While benefiting from industrial and automotive markets.</p><p><strong>Bank of America analyst Vivek Arya gave AMD a \"buy\" rating and Intel an \"underperform\" rating.</strong>Despite troubles in PCs and data centers, AMD could gain more than Intel later this year as it launches new products including Genoa server CPUs, analysts said.</p><p>Analysts said: \"Given AMD's extensive exposure to cloud computing vendors, who are expected to increase investment in CPUs/accelerators amid the AI boom, we believe AMD is in a better position overall. Its 5nm Genoa server CPU also has process node advantages and better multi-threading performance.\"</p><p>The current consensus expectation is that AMD will generate revenue of $5.31 billion and earnings per share of $0.56 in the first quarter of this year. Meanwhile, the consensus estimate for Intel to post a loss of $0.14 per share after first-quarter sales of $11.22 billion.</p><p>While Intel's stock has risen sharply over the past few sessions (partly due to its portfolio in AI), the company is likely to continue to lose server market share to AMD until at least 2025, analysts added. Ahead of Intel's first-quarter results, analysts lowered their estimates for the company's 2023 results, cutting sales and earnings per share estimates by 6% and 38%, respectively.</p><p></body></html></p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bank of America: Prefer AMD to Intel, giving the latter a \"buy\" rating</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBank of America: Prefer AMD to Intel, giving the latter a \"buy\" rating\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2023-04-14 22:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On April 14, as the first-quarter earnings season approached, Bank of America said that compared with<a href=\"https://laohu8.com/S/INTC\">Intel</a>, the bank preferred<a href=\"https://laohu8.com/S/AMD\">AMD</a>, because the latter may be affected by the acquisition<a href=\"https://laohu8.com/S/XLNX\">Xilinx</a>While benefiting from industrial and automotive markets.</p><p><strong>Bank of America analyst Vivek Arya gave AMD a \"buy\" rating and Intel an \"underperform\" rating.</strong>Despite troubles in PCs and data centers, AMD could gain more than Intel later this year as it launches new products including Genoa server CPUs, analysts said.</p><p>Analysts said: \"Given AMD's extensive exposure to cloud computing vendors, who are expected to increase investment in CPUs/accelerators amid the AI boom, we believe AMD is in a better position overall. Its 5nm Genoa server CPU also has process node advantages and better multi-threading performance.\"</p><p>The current consensus expectation is that AMD will generate revenue of $5.31 billion and earnings per share of $0.56 in the first quarter of this year. Meanwhile, the consensus estimate for Intel to post a loss of $0.14 per share after first-quarter sales of $11.22 billion.</p><p>While Intel's stock has risen sharply over the past few sessions (partly due to its portfolio in AI), the company is likely to continue to lose server market share to AMD until at least 2025, analysts added. Ahead of Intel's first-quarter results, analysts lowered their estimates for the company's 2023 results, cutting sales and earnings per share estimates by 6% and 38%, respectively.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/911257.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{"INTC":"英特尔","GFS":"GLOBALFOUNDRIES Inc.","AMD":"美国超微公司"},"source_url":"http://www.zhitongcaijing.com/content/detail/911257.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2327812125","content_text":"4月14日，，在第一季度财报季到来之际，美国银行表示，相比于英特尔，该行更青睐于AMD，因为后者可能会因收购赛灵思而从工业和汽车市场中受益。美银分析师Vivek Arya予AMD“买入”评级，同时予英特尔“跑输大盘”评级。分析师表示，尽管个人电脑和数据中心领域遇到麻烦，但AMD今年晚些时候的获益可能会超过英特尔，因为AMD将推出包括Genoa服务器CPU在内的新产品。分析师表示：“考虑到AMD与云计算供应商的大量接触，而这些云计算供应商们预计将在AI热潮下加大对CPU/加速器的投资，我们认为AMD总体上处于更好的地位。其5nm Genoa服务器CPU也拥有流程节点优势和更好的多线程性能。”市场目前普遍预期，AMD今年第一季度的营收为53.1亿美元，每股收益为0.56美元。与此同时，市场普遍预期英特尔第一季度销售额为112.2亿美元，但每股亏损0.14美元。分析师补充称，尽管英特尔的股价在过去几个交易日大幅上涨(部分原因是其在AI领域的投资组合)，但至少在2025年之前，该公司的服务器市场份额可能会继续输给AMD。在英特尔公布第一季度业绩之前，分析师下调了对该公司2023年的业绩预计，将销售额和每股收益预期分别下调了6%和38%。","news_type":1,"symbols_score_info":{"INTC":1,"AMD":1,"GFS":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9945234753,"gmtCreate":1681482223172,"gmtModify":1681482225861,"author":{"id":"3581663680495191","authorId":"3581663680495191","name":"yuliang559","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3581663680495191","authorIdStr":"3581663680495191"},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945234753","repostId":2327812125,"repostType":2,"repost":{"id":"2327812125","kind":"news","pubTimestamp":1681481011,"share":"https://ttm.financial/m/news/2327812125?lang=en_US&edition=fundamental","pubTime":"2023-04-14 22:03","market":"us","language":"zh","title":"Bank of America: Prefer AMD to Intel, giving the latter a \"buy\" rating","url":"https://stock-news.laohu8.com/highlight/detail?id=2327812125","media":"智通财经","summary":"智通财经APP获悉，在第一季度财报季到来之际，美国银行表示，相比于英特尔，该行更青睐于AMD，因为后者可能会因收购赛灵思而从工业和汽车市场中受益。美银分析师Vivek Arya予AMD“买入”评级，同时予英特尔“跑输大盘”评级。与此同时，市场普遍预期英特尔第一季度销售额为112.2亿美元，但每股亏损0.14美元。分析师补充称，尽管英特尔的股价在过去几个交易日大幅上涨，但至少在2025年之前，该公司的服务器市场份额可能会继续输给AMD。","content":"<p><html><head></head><body>On April 14, as the first-quarter earnings season approached, Bank of America said that compared with<a href=\"https://laohu8.com/S/INTC\">Intel</a>, the bank preferred<a href=\"https://laohu8.com/S/AMD\">AMD</a>, because the latter may be affected by the acquisition<a href=\"https://laohu8.com/S/XLNX\">Xilinx</a>While benefiting from industrial and automotive markets.</p><p><strong>Bank of America analyst Vivek Arya gave AMD a \"buy\" rating and Intel an \"underperform\" rating.</strong>Despite troubles in PCs and data centers, AMD could gain more than Intel later this year as it launches new products including Genoa server CPUs, analysts said.</p><p>Analysts said: \"Given AMD's extensive exposure to cloud computing vendors, who are expected to increase investment in CPUs/accelerators amid the AI boom, we believe AMD is in a better position overall. Its 5nm Genoa server CPU also has process node advantages and better multi-threading performance.\"</p><p>The current consensus expectation is that AMD will generate revenue of $5.31 billion and earnings per share of $0.56 in the first quarter of this year. Meanwhile, the consensus estimate for Intel to post a loss of $0.14 per share after first-quarter sales of $11.22 billion.</p><p>While Intel's stock has risen sharply over the past few sessions (partly due to its portfolio in AI), the company is likely to continue to lose server market share to AMD until at least 2025, analysts added. Ahead of Intel's first-quarter results, analysts lowered their estimates for the company's 2023 results, cutting sales and earnings per share estimates by 6% and 38%, respectively.</p><p></body></html></p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bank of America: Prefer AMD to Intel, giving the latter a \"buy\" rating</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBank of America: Prefer AMD to Intel, giving the latter a \"buy\" rating\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2023-04-14 22:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On April 14, as the first-quarter earnings season approached, Bank of America said that compared with<a href=\"https://laohu8.com/S/INTC\">Intel</a>, the bank preferred<a href=\"https://laohu8.com/S/AMD\">AMD</a>, because the latter may be affected by the acquisition<a href=\"https://laohu8.com/S/XLNX\">Xilinx</a>While benefiting from industrial and automotive markets.</p><p><strong>Bank of America analyst Vivek Arya gave AMD a \"buy\" rating and Intel an \"underperform\" rating.</strong>Despite troubles in PCs and data centers, AMD could gain more than Intel later this year as it launches new products including Genoa server CPUs, analysts said.</p><p>Analysts said: \"Given AMD's extensive exposure to cloud computing vendors, who are expected to increase investment in CPUs/accelerators amid the AI boom, we believe AMD is in a better position overall. Its 5nm Genoa server CPU also has process node advantages and better multi-threading performance.\"</p><p>The current consensus expectation is that AMD will generate revenue of $5.31 billion and earnings per share of $0.56 in the first quarter of this year. Meanwhile, the consensus estimate for Intel to post a loss of $0.14 per share after first-quarter sales of $11.22 billion.</p><p>While Intel's stock has risen sharply over the past few sessions (partly due to its portfolio in AI), the company is likely to continue to lose server market share to AMD until at least 2025, analysts added. Ahead of Intel's first-quarter results, analysts lowered their estimates for the company's 2023 results, cutting sales and earnings per share estimates by 6% and 38%, respectively.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/911257.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{"INTC":"英特尔","GFS":"GLOBALFOUNDRIES Inc.","AMD":"美国超微公司"},"source_url":"http://www.zhitongcaijing.com/content/detail/911257.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2327812125","content_text":"4月14日，，在第一季度财报季到来之际，美国银行表示，相比于英特尔，该行更青睐于AMD，因为后者可能会因收购赛灵思而从工业和汽车市场中受益。美银分析师Vivek Arya予AMD“买入”评级，同时予英特尔“跑输大盘”评级。分析师表示，尽管个人电脑和数据中心领域遇到麻烦，但AMD今年晚些时候的获益可能会超过英特尔，因为AMD将推出包括Genoa服务器CPU在内的新产品。分析师表示：“考虑到AMD与云计算供应商的大量接触，而这些云计算供应商们预计将在AI热潮下加大对CPU/加速器的投资，我们认为AMD总体上处于更好的地位。其5nm Genoa服务器CPU也拥有流程节点优势和更好的多线程性能。”市场目前普遍预期，AMD今年第一季度的营收为53.1亿美元，每股收益为0.56美元。与此同时，市场普遍预期英特尔第一季度销售额为112.2亿美元，但每股亏损0.14美元。分析师补充称，尽管英特尔的股价在过去几个交易日大幅上涨(部分原因是其在AI领域的投资组合)，但至少在2025年之前，该公司的服务器市场份额可能会继续输给AMD。在英特尔公布第一季度业绩之前，分析师下调了对该公司2023年的业绩预计，将销售额和每股收益预期分别下调了6%和38%。","news_type":1,"symbols_score_info":{"INTC":1,"AMD":1,"GFS":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9945235280,"gmtCreate":1681482061740,"gmtModify":1681482064368,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","vip":1,"crmLevel":11,"crmLevelSwitch":0,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945235280","repostId":2327812125,"repostType":2,"repost":{"id":"2327812125","kind":"news","pubTimestamp":1681481011,"share":"https://ttm.financial/m/news/2327812125?lang=en_US&edition=fundamental","pubTime":"2023-04-14 22:03","market":"us","language":"zh","title":"Bank of America: Prefer AMD to Intel, giving the latter a \"buy\" rating","url":"https://stock-news.laohu8.com/highlight/detail?id=2327812125","media":"智通财经","summary":"智通财经APP获悉，在第一季度财报季到来之际，美国银行表示，相比于英特尔，该行更青睐于AMD，因为后者可能会因收购赛灵思而从工业和汽车市场中受益。美银分析师Vivek Arya予AMD“买入”评级，同时予英特尔“跑输大盘”评级。与此同时，市场普遍预期英特尔第一季度销售额为112.2亿美元，但每股亏损0.14美元。分析师补充称，尽管英特尔的股价在过去几个交易日大幅上涨，但至少在2025年之前，该公司的服务器市场份额可能会继续输给AMD。","content":"<p><html><head></head><body>On April 14, as the first-quarter earnings season approached, Bank of America said that compared with<a href=\"https://laohu8.com/S/INTC\">Intel</a>, the bank preferred<a href=\"https://laohu8.com/S/AMD\">AMD</a>, because the latter may be affected by the acquisition<a href=\"https://laohu8.com/S/XLNX\">Xilinx</a>While benefiting from industrial and automotive markets.</p><p><strong>Bank of America analyst Vivek Arya gave AMD a \"buy\" rating and Intel an \"underperform\" rating.</strong>Despite troubles in PCs and data centers, AMD could gain more than Intel later this year as it launches new products including Genoa server CPUs, analysts said.</p><p>Analysts said: \"Given AMD's extensive exposure to cloud computing vendors, who are expected to increase investment in CPUs/accelerators amid the AI boom, we believe AMD is in a better position overall. Its 5nm Genoa server CPU also has process node advantages and better multi-threading performance.\"</p><p>The current consensus expectation is that AMD will generate revenue of $5.31 billion and earnings per share of $0.56 in the first quarter of this year. Meanwhile, the consensus estimate for Intel to post a loss of $0.14 per share after first-quarter sales of $11.22 billion.</p><p>While Intel's stock has risen sharply over the past few sessions (partly due to its portfolio in AI), the company is likely to continue to lose server market share to AMD until at least 2025, analysts added. Ahead of Intel's first-quarter results, analysts lowered their estimates for the company's 2023 results, cutting sales and earnings per share estimates by 6% and 38%, respectively.</p><p></body></html></p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bank of America: Prefer AMD to Intel, giving the latter a \"buy\" rating</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBank of America: Prefer AMD to Intel, giving the latter a \"buy\" rating\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2023-04-14 22:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On April 14, as the first-quarter earnings season approached, Bank of America said that compared with<a href=\"https://laohu8.com/S/INTC\">Intel</a>, the bank preferred<a href=\"https://laohu8.com/S/AMD\">AMD</a>, because the latter may be affected by the acquisition<a href=\"https://laohu8.com/S/XLNX\">Xilinx</a>While benefiting from industrial and automotive markets.</p><p><strong>Bank of America analyst Vivek Arya gave AMD a \"buy\" rating and Intel an \"underperform\" rating.</strong>Despite troubles in PCs and data centers, AMD could gain more than Intel later this year as it launches new products including Genoa server CPUs, analysts said.</p><p>Analysts said: \"Given AMD's extensive exposure to cloud computing vendors, who are expected to increase investment in CPUs/accelerators amid the AI boom, we believe AMD is in a better position overall. Its 5nm Genoa server CPU also has process node advantages and better multi-threading performance.\"</p><p>The current consensus expectation is that AMD will generate revenue of $5.31 billion and earnings per share of $0.56 in the first quarter of this year. Meanwhile, the consensus estimate for Intel to post a loss of $0.14 per share after first-quarter sales of $11.22 billion.</p><p>While Intel's stock has risen sharply over the past few sessions (partly due to its portfolio in AI), the company is likely to continue to lose server market share to AMD until at least 2025, analysts added. Ahead of Intel's first-quarter results, analysts lowered their estimates for the company's 2023 results, cutting sales and earnings per share estimates by 6% and 38%, respectively.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/911257.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{"INTC":"英特尔","GFS":"GLOBALFOUNDRIES Inc.","AMD":"美国超微公司"},"source_url":"http://www.zhitongcaijing.com/content/detail/911257.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2327812125","content_text":"4月14日，，在第一季度财报季到来之际，美国银行表示，相比于英特尔，该行更青睐于AMD，因为后者可能会因收购赛灵思而从工业和汽车市场中受益。美银分析师Vivek Arya予AMD“买入”评级，同时予英特尔“跑输大盘”评级。分析师表示，尽管个人电脑和数据中心领域遇到麻烦，但AMD今年晚些时候的获益可能会超过英特尔，因为AMD将推出包括Genoa服务器CPU在内的新产品。分析师表示：“考虑到AMD与云计算供应商的大量接触，而这些云计算供应商们预计将在AI热潮下加大对CPU/加速器的投资，我们认为AMD总体上处于更好的地位。其5nm Genoa服务器CPU也拥有流程节点优势和更好的多线程性能。”市场目前普遍预期，AMD今年第一季度的营收为53.1亿美元，每股收益为0.56美元。与此同时，市场普遍预期英特尔第一季度销售额为112.2亿美元，但每股亏损0.14美元。分析师补充称，尽管英特尔的股价在过去几个交易日大幅上涨(部分原因是其在AI领域的投资组合)，但至少在2025年之前，该公司的服务器市场份额可能会继续输给AMD。在英特尔公布第一季度业绩之前，分析师下调了对该公司2023年的业绩预计，将销售额和每股收益预期分别下调了6%和38%。","news_type":1,"symbols_score_info":{"INTC":1,"AMD":1,"GFS":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":9,"commentSize":5,"repostSize":3,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.13","shortVersion":"4.35.13","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2327812125","isCrawlerRequest":true}