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Intel Stock Gains. Why the Chip Company and AMD Got Upgrades
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article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/521320011883688","repostId":"2603685193","repostType":2,"repost":{"id":"2603685193","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1768306234,"share":"https://ttm.financial/m/news/2603685193?lang=en_US&edition=fundamental","pubTime":"2026-01-13 20:10","market":"nz","language":"en","title":"Intel Stock Gains. Why the Chip Company and AMD Got Upgrades","url":"https://stock-news.laohu8.com/highlight/detail?id=2603685193","media":"Dow Jones","summary":"Intel and Advanced Micro Devices were gaining early on Monday. It's set to be a good year for makers of central processing units, according to KeyBanc.Analyst John Vinh raised his rating on both...","content":"<html><head></head><body><p>Intel and Advanced Micro Devices were gaining early on Monday. It's set to be a good year for makers of central processing units, according to KeyBanc.</p><p>Analyst John Vinh raised his rating on both Intel and <a href=\"https://laohu8.com/S/AMD\">AMD</a> to Overweight, noting the companies appear to have largely sold out their server CPUs for this year amid the boom in artificial-intelligence infrastructure.</p><p>Intel got a price target of $60 from the KeyBanc analyst. Shares were up 3.3% at $45.50 in premarket trading.</p><p>"Our checks indicate Intel is almost sold out for the year in server CPU, and given the strength in demand, the company is considering a 10-15% ASP [average selling price] increase," Vinh wrote in a research note.</p><p>In addition, Vinh is positive on Intel's efforts to expand its chip-manufacturing operations. Although he doesn't believe the company's 18A manufacturing process is enough to challenge industry leader Taiwan <a href=\"https://laohu8.com/S/688981\">Semiconductor Manufacturing</a>, he argues it could lead Intel to take second spot as an advanced semiconductor manufacturer from Samsung Electronics.</p><p>"18A progress [is] enough to convince us it could credibly be the #2 foundry supplier in the industry ahead of Samsung. We are seeing significant progress being made on foundry with 18A yields improving to over 60%," wrote Vinh.</p><p>AMD got a price target of $270 from Vinh. The stock was up 1.5% at $210.88 in Monday's premarket.</p><p>The KeyBanc analyst argued AMD's revenue from server CPUs is set to grow at least 50% this year, with similar price increases to Intel. Meanwhile, sales of its MI355 and MI455 graphics-processing units will lead to annual AI revenue of between $14 billion and $15 billion.</p></body></html>","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>Intel Stock Gains. 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Why the Chip Company and AMD Got Upgrades\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-13 20:10</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Intel and Advanced Micro Devices were gaining early on Monday. It's set to be a good year for makers of central processing units, according to KeyBanc.</p><p>Analyst John Vinh raised his rating on both Intel and <a href=\"https://laohu8.com/S/AMD\">AMD</a> to Overweight, noting the companies appear to have largely sold out their server CPUs for this year amid the boom in artificial-intelligence infrastructure.</p><p>Intel got a price target of $60 from the KeyBanc analyst. Shares were up 3.3% at $45.50 in premarket trading.</p><p>"Our checks indicate Intel is almost sold out for the year in server CPU, and given the strength in demand, the company is considering a 10-15% ASP [average selling price] increase," Vinh wrote in a research note.</p><p>In addition, Vinh is positive on Intel's efforts to expand its chip-manufacturing operations. Although he doesn't believe the company's 18A manufacturing process is enough to challenge industry leader Taiwan <a href=\"https://laohu8.com/S/688981\">Semiconductor Manufacturing</a>, he argues it could lead Intel to take second spot as an advanced semiconductor manufacturer from Samsung Electronics.</p><p>"18A progress [is] enough to convince us it could credibly be the #2 foundry supplier in the industry ahead of Samsung. We are seeing significant progress being made on foundry with 18A yields improving to over 60%," wrote Vinh.</p><p>AMD got a price target of $270 from Vinh. The stock was up 1.5% at $210.88 in Monday's premarket.</p><p>The KeyBanc analyst argued AMD's revenue from server CPUs is set to grow at least 50% this year, with similar price increases to Intel. Meanwhile, sales of its MI355 and MI455 graphics-processing units will lead to annual AI revenue of between $14 billion and $15 billion.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4529":"IDC概念","BK4534":"瑞士信贷持仓","BK4602":"量子计算概念","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4575":"芯片概念","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4566":"资本集团","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","AMD":"美国超微公司","BK4535":"淡马锡持仓","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","BK4515":"5G概念","LU0056508442.USD":"贝莱德世界科技基金A2","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","BK4612":"AI芯片","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","BK4614":"Manus概念股","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4588":"碎股","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4605":"半导体精选","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","INTC":"英特尔","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","BK4573":"虚拟现实","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU2355687059.USD":"NORDEA 1 GLOBAL IMPACT \"BP\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4543":"AI","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","BK4512":"苹果概念","BK4527":"明星科技股","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","BK4141":"半导体产品"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2603685193","content_text":"Intel and Advanced Micro Devices were gaining early on Monday. It's set to be a good year for makers of central processing units, according to KeyBanc.Analyst John Vinh raised his rating on both Intel and AMD to Overweight, noting the companies appear to have largely sold out their server CPUs for this year amid the boom in artificial-intelligence infrastructure.Intel got a price target of $60 from the KeyBanc analyst. Shares were up 3.3% at $45.50 in premarket trading.\"Our checks indicate Intel is almost sold out for the year in server CPU, and given the strength in demand, the company is considering a 10-15% ASP [average selling price] increase,\" Vinh wrote in a research note.In addition, Vinh is positive on Intel's efforts to expand its chip-manufacturing operations. Although he doesn't believe the company's 18A manufacturing process is enough to challenge industry leader Taiwan Semiconductor Manufacturing, he argues it could lead Intel to take second spot as an advanced semiconductor manufacturer from Samsung Electronics.\"18A progress [is] enough to convince us it could credibly be the #2 foundry supplier in the industry ahead of Samsung. We are seeing significant progress being made on foundry with 18A yields improving to over 60%,\" wrote Vinh.AMD got a price target of $270 from Vinh. The stock was up 1.5% at $210.88 in Monday's premarket.The KeyBanc analyst argued AMD's revenue from server CPUs is set to grow at least 50% this year, with similar price increases to Intel. Meanwhile, sales of its MI355 and MI455 graphics-processing units will lead to annual AI revenue of between $14 billion and $15 billion.","news_type":1,"symbols_score_info":{"AMD":1.94,"INTC":1.96}},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":521320011883688,"gmtCreate":1768314599377,"gmtModify":1768316611103,"author":{"id":"3584587390062611","authorId":"3584587390062611","name":"LordSP","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584587390062611","authorIdStr":"3584587390062611"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/521320011883688","repostId":"2603685193","repostType":2,"repost":{"id":"2603685193","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1768306234,"share":"https://ttm.financial/m/news/2603685193?lang=en_US&edition=fundamental","pubTime":"2026-01-13 20:10","market":"nz","language":"en","title":"Intel Stock Gains. Why the Chip Company and AMD Got Upgrades","url":"https://stock-news.laohu8.com/highlight/detail?id=2603685193","media":"Dow Jones","summary":"Intel and Advanced Micro Devices were gaining early on Monday. It's set to be a good year for makers of central processing units, according to KeyBanc.Analyst John Vinh raised his rating on both...","content":"<html><head></head><body><p>Intel and Advanced Micro Devices were gaining early on Monday. It's set to be a good year for makers of central processing units, according to KeyBanc.</p><p>Analyst John Vinh raised his rating on both Intel and <a href=\"https://laohu8.com/S/AMD\">AMD</a> to Overweight, noting the companies appear to have largely sold out their server CPUs for this year amid the boom in artificial-intelligence infrastructure.</p><p>Intel got a price target of $60 from the KeyBanc analyst. Shares were up 3.3% at $45.50 in premarket trading.</p><p>"Our checks indicate Intel is almost sold out for the year in server CPU, and given the strength in demand, the company is considering a 10-15% ASP [average selling price] increase," Vinh wrote in a research note.</p><p>In addition, Vinh is positive on Intel's efforts to expand its chip-manufacturing operations. Although he doesn't believe the company's 18A manufacturing process is enough to challenge industry leader Taiwan <a href=\"https://laohu8.com/S/688981\">Semiconductor Manufacturing</a>, he argues it could lead Intel to take second spot as an advanced semiconductor manufacturer from Samsung Electronics.</p><p>"18A progress [is] enough to convince us it could credibly be the #2 foundry supplier in the industry ahead of Samsung. We are seeing significant progress being made on foundry with 18A yields improving to over 60%," wrote Vinh.</p><p>AMD got a price target of $270 from Vinh. The stock was up 1.5% at $210.88 in Monday's premarket.</p><p>The KeyBanc analyst argued AMD's revenue from server CPUs is set to grow at least 50% this year, with similar price increases to Intel. Meanwhile, sales of its MI355 and MI455 graphics-processing units will lead to annual AI revenue of between $14 billion and $15 billion.</p></body></html>","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>Intel Stock Gains. Why the Chip Company and AMD Got Upgrades</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nIntel Stock Gains. Why the Chip Company and AMD Got Upgrades\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-13 20:10</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Intel and Advanced Micro Devices were gaining early on Monday. It's set to be a good year for makers of central processing units, according to KeyBanc.</p><p>Analyst John Vinh raised his rating on both Intel and <a href=\"https://laohu8.com/S/AMD\">AMD</a> to Overweight, noting the companies appear to have largely sold out their server CPUs for this year amid the boom in artificial-intelligence infrastructure.</p><p>Intel got a price target of $60 from the KeyBanc analyst. Shares were up 3.3% at $45.50 in premarket trading.</p><p>"Our checks indicate Intel is almost sold out for the year in server CPU, and given the strength in demand, the company is considering a 10-15% ASP [average selling price] increase," Vinh wrote in a research note.</p><p>In addition, Vinh is positive on Intel's efforts to expand its chip-manufacturing operations. Although he doesn't believe the company's 18A manufacturing process is enough to challenge industry leader Taiwan <a href=\"https://laohu8.com/S/688981\">Semiconductor Manufacturing</a>, he argues it could lead Intel to take second spot as an advanced semiconductor manufacturer from Samsung Electronics.</p><p>"18A progress [is] enough to convince us it could credibly be the #2 foundry supplier in the industry ahead of Samsung. We are seeing significant progress being made on foundry with 18A yields improving to over 60%," wrote Vinh.</p><p>AMD got a price target of $270 from Vinh. The stock was up 1.5% at $210.88 in Monday's premarket.</p><p>The KeyBanc analyst argued AMD's revenue from server CPUs is set to grow at least 50% this year, with similar price increases to Intel. Meanwhile, sales of its MI355 and MI455 graphics-processing units will lead to annual AI revenue of between $14 billion and $15 billion.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4529":"IDC概念","BK4534":"瑞士信贷持仓","BK4602":"量子计算概念","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4575":"芯片概念","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4566":"资本集团","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","AMD":"美国超微公司","BK4535":"淡马锡持仓","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","BK4515":"5G概念","LU0056508442.USD":"贝莱德世界科技基金A2","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","BK4612":"AI芯片","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","BK4614":"Manus概念股","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4588":"碎股","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4605":"半导体精选","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","INTC":"英特尔","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","BK4573":"虚拟现实","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU2355687059.USD":"NORDEA 1 GLOBAL IMPACT \"BP\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4543":"AI","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","BK4512":"苹果概念","BK4527":"明星科技股","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","BK4141":"半导体产品"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2603685193","content_text":"Intel and Advanced Micro Devices were gaining early on Monday. It's set to be a good year for makers of central processing units, according to KeyBanc.Analyst John Vinh raised his rating on both Intel and AMD to Overweight, noting the companies appear to have largely sold out their server CPUs for this year amid the boom in artificial-intelligence infrastructure.Intel got a price target of $60 from the KeyBanc analyst. Shares were up 3.3% at $45.50 in premarket trading.\"Our checks indicate Intel is almost sold out for the year in server CPU, and given the strength in demand, the company is considering a 10-15% ASP [average selling price] increase,\" Vinh wrote in a research note.In addition, Vinh is positive on Intel's efforts to expand its chip-manufacturing operations. Although he doesn't believe the company's 18A manufacturing process is enough to challenge industry leader Taiwan Semiconductor Manufacturing, he argues it could lead Intel to take second spot as an advanced semiconductor manufacturer from Samsung Electronics.\"18A progress [is] enough to convince us it could credibly be the #2 foundry supplier in the industry ahead of Samsung. We are seeing significant progress being made on foundry with 18A yields improving to over 60%,\" wrote Vinh.AMD got a price target of $270 from Vinh. The stock was up 1.5% at $210.88 in Monday's premarket.The KeyBanc analyst argued AMD's revenue from server CPUs is set to grow at least 50% this year, with similar price increases to Intel. Meanwhile, sales of its MI355 and MI455 graphics-processing units will lead to annual AI revenue of between $14 billion and $15 billion.","news_type":1,"symbols_score_info":{"AMD":1.94,"INTC":1.96}},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
