BUZZ-Nvidia, AMD fall as UBS cuts price targets on tighter export restrictions

Reuters
04-17
BUZZ-Nvidia, AMD fall as UBS cuts price targets on tighter export restrictions

** Nvidia NVDA.O and Advanced Micro Devices' AMD.O shares fall

** Brokerage UBS cuts PTs on chipmakers' shares due to tighter U.S. controls on exports of advanced AI chips to China

** NVDA down 3.4% to $100.99, AMD falls 0.7% to $87.75

** Brokerage cuts Nvidia's PT to $180 from $185, AMD's PT cut to $155 from $175

** $5.5 billion in charges flagged by NVDA due to U.S. export restrictions imply a revenue impact of ~$9 billion, with $700 million of this coming in Q1 and remaining ~$8 billion spread across Q2 and Q3 - UBS

** AMD's revenue impact seen as ~$1 billion based on $800 million in charges - UBS

** Brokerage sees softer overall demand environment for AMD in the back half of the year given tariff headwinds

** YTD, Nvidia shares down 24.8%, AMD down 27.4%

(Reporting by Arsheeya Bajwa)

免责声明:投资有风险,本文并非投资建议,以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请,作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考,不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证,投资者应自行研究并在投资前寻求专业建议。

热议股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10