{"id":14262,"date":"2025-01-16T09:25:40","date_gmt":"2025-01-16T12:25:40","guid":{"rendered":"https:\/\/staging.portaltela.com\/noticias\/2025\/01\/16\/wolfe-research-rebaixa-amd-devido-a-vendas-fracas-de-chips-para-data-centers\/"},"modified":"2025-01-16T09:25:40","modified_gmt":"2025-01-16T12:25:40","slug":"wolfe-research-rebaixa-amd-devido-a-vendas-fracas-de-chips-para-data-centers","status":"publish","type":"post","link":"http:\/\/54.92.202.131\/economia\/2025\/01\/16\/wolfe-research-rebaixa-amd-devido-a-vendas-fracas-de-chips-para-data-centers\/","title":{"rendered":"Wolfe Research rebaixa AMD devido a vendas fracas de chips para data centers"},"content":{"rendered":"

Wolfe Research decidiu reavaliar a posi\u00e7\u00e3o em rela\u00e7\u00e3o \u00e0 Advanced Micro Devices (AMD), mudando a recomenda\u00e7\u00e3o de “outperform” para “peer perform”. O analista Chris Caso<\/strong> expressou preocupa\u00e7\u00f5es sobre o desempenho do setor de unidades de processamento gr\u00e1fico (GPU) para data centers, que est\u00e1 apresentando receitas inferiores \u00e0s previs\u00f5es anteriores. A expectativa agora \u00e9 de R$ 7 bilh\u00f5es<\/strong> em 2025, uma redu\u00e7\u00e3o significativa em rela\u00e7\u00e3o \u00e0 estimativa anterior de pelo menos R$ 10 bilh\u00f5es<\/strong>.<\/p>\n

Caso destacou que a AMD provavelmente n\u00e3o fornecer\u00e1 orienta\u00e7\u00f5es para 2025 durante a teleconfer\u00eancia de resultados do quarto trimestre. Ele descreveu a situa\u00e7\u00e3o da empresa como “dif\u00edcil” \u00e0 medida que se aproxima do relat\u00f3rio de lucros, agendado para o in\u00edcio do pr\u00f3ximo m\u00eas. Essa mudan\u00e7a de classifica\u00e7\u00e3o contrasta com a opini\u00e3o da maioria dos analistas, que mant\u00eam recomenda\u00e7\u00f5es de compra para as a\u00e7\u00f5es da AMD.<\/p>\n

Atualmente, a m\u00e9dia das metas de pre\u00e7o sugere que as a\u00e7\u00f5es da AMD podem aumentar mais de 45%<\/strong> no pr\u00f3ximo ano. No entanto, as a\u00e7\u00f5es da empresa apresentaram uma leve queda em 2025, continuando a tend\u00eancia de queda de cerca de 18%<\/strong> observada em 2024. A reavalia\u00e7\u00e3o de Caso reflete uma preocupa\u00e7\u00e3o crescente com o desempenho futuro da AMD no competitivo mercado de semicondutores.<\/p>\n","protected":false},"excerpt":{"rendered":"

Wolfe Research decidiu reavaliar a posi\u00e7\u00e3o em rela\u00e7\u00e3o \u00e0 Advanced Micro Devices (AMD), mudando a recomenda\u00e7\u00e3o de “outperform” para “peer perform”. O analista Chris Caso expressou preocupa\u00e7\u00f5es sobre o desempenho do setor de unidades de processamento gr\u00e1fico (GPU) para data centers, que est\u00e1 apresentando receitas inferiores \u00e0s previs\u00f5es anteriores. A expectativa agora \u00e9 de R$ […]<\/p>\n","protected":false},"author":15,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"summary":"- Wolfe Research rebaixou a AMD de \"outperform\" para \"peer perform\" devido a receitas em queda.\n- Expectativa de receita para GPUs de data centers foi reduzida de $10 bilh\u00f5es para $7 bilh\u00f5es em 2025.\n- Analista Chris Caso expressou preocupa\u00e7\u00f5es sobre o desempenho abaixo do esperado da AMD.\n- A empresa pode n\u00e3o fornecer orienta\u00e7\u00f5es para 2025 na pr\u00f3xima teleconfer\u00eancia de resultados.\n- Apesar do rebaixamento, a maioria dos analistas ainda mant\u00e9m recomenda\u00e7\u00f5es de compra para as a\u00e7\u00f5es da AMD.","footnotes":""},"categories":[8969,41],"tags":[100],"class_list":["post-14262","post","type-post","status-publish","format-standard","hentry","category-brasil","category-economia","tag-noticia"],"yoast_head":"\nWolfe Research rebaixa AMD devido a vendas fracas de chips para data centers - Portal Tela (STAGING)<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"pt_BR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Wolfe Research rebaixa AMD devido a vendas fracas de chips para data centers\" \/>\n<meta property=\"og:description\" content=\"Wolfe Research decidiu reavaliar a posi\u00e7\u00e3o em rela\u00e7\u00e3o \u00e0 Advanced Micro Devices (AMD), mudando a recomenda\u00e7\u00e3o de “outperform” para “peer perform”. 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