AMD、戴尔、甲骨文被瑞银列为年终首选科技公司

2024-09-10 22:40

AMD (NASDAQ:AMD), Dell Technologies (NYSE:DELL) and Oracle (NYSE:ORCL) were listed as the top technology stocks to own into the end of the year by investment firm UBS.
AMD is UBS's top pick in the semiconductors and semiconductor capital equipment space, as the investment bank believes in AMD's GPU roadmap. Its GPU offerings are seen as "competitive" with Nvidia's (NVDA), due to superior memory bandwidth and a push towards full-system solutions, UBS said. "We see data center becoming [roughly] 70% of [operating profit] next year and AMD is seeing strong momentum on both GPU and CPU aspects."
Dell is the firm's top pick in Hardware and Electronics Manufacturing Services on the belief that Dell's emerging strength in AI-focused servers and a refresh cycle for PCs are being supported by better pricing. Dell recently reported second-quarter results that topped estimates.
Oracle is the firm's top pick in large-cap software, as it believes it can sustain 50% or more cloud infrastructure growth due to the increased revenue from artificial intelligence, the ramp of key customers (such as Uber and OpenAI) and database migrations to Azure.
Braze (BRZE) and CyberArk Software (CYBR) were also positively mentioned by UBS in the software space.

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