ISM Services 48.2 vs 51.0 consensus
kas keegi on long NVDA-s ja panustab pisikesele põrkele?
Jim on, paberil :)
Bubble, Oppenheimer on isegi täna upgrade'nud NVDA ja JMP Securities ning AmTech olid ka pigem positiivsed oma kommentaaridega, aga üldiselt ikka ollakse pessimistlikud, nt Deutsche Bank tõmbas hinnasihi $10.50 peale. Ma arvan, et kui NVDA oleks täna põrkemäng, siis ta peaks olema praeguseks juba põrganud. Seda enam, et turg on nüüdseks jalad alla saanud. Seega ise ei plaani panustada.
NVIDIA upgraded to Outperform at Oppenheimer- tgt $18 (18.03 ) -Update : Oppenheimer upgrades NVDA to Outperform from Perform after the company negatively pre-announced 2Q (July) results. Mgmt blamed the miss on price pressure, delayed launch of its next-gen IGP and general macro weakness. NVDA now sees 2Q sales in the $875M-$950M range vs. consensus's $1.1B. The firm believes share loss in NVDA's core GPU business also played a role. The firm says NVDA's issues are well understood and near-term, and they would use expected weakness today as an opportunity to build positions in a still solid long-term story.
NVIDIA upgraded to Outperform at Oppenheimer- tgt $18 (18.03 ) -Update : Oppenheimer upgrades NVDA to Outperform from Perform after the company negatively pre-announced 2Q (July) results. Mgmt blamed the miss on price pressure, delayed launch of its next-gen IGP and general macro weakness. NVDA now sees 2Q sales in the $875M-$950M range vs. consensus's $1.1B. The firm believes share loss in NVDA's core GPU business also played a role. The firm says NVDA's issues are well understood and near-term, and they would use expected weakness today as an opportunity to build positions in a still solid long-term story.
Selge siis, mängin siis samuti vaid paberil :)
ma panustaks paberil pigem ATI-le. Nende uued kaardid on hinna/kvaliteedi suhtes selgelt etemad kui kallilt toodetud Nvidia omad.
s. t. AMD`le.