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Susquehanna下调赛灵思评级至“中性”,目标价至130美元

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Susquehanna下调赛灵思评级至“中性”,目标价至130美元 © Reuters Susquehanna下调赛灵思(XLNX.US)评级至“中性”,目标价至130美元

智通财经APP获悉,Susquehanna分析师Christopher Rolland将赛灵思公司 (NASDAQ:XLNX)评级由“正面”下调至“中性”,目标价由140美元下调至130美元。

该分析师表示,AMD(AMD.US)以350亿美元收购了赛灵思,是对前者现有CPU平台的补充,并将其影响延伸到数据中心。AMD因此可以与英特尔(INTC.US)和英伟达(NVDA.US)站在更平等的地位上,因为赛灵思的FPGA能力可以加快EPYC处理器的发展,目前EPYC处理器已经“处于突破性的边缘”。

Rolland预计,这笔交易要到2021年才能完成,但这种规模的交易可能将面临监管障碍。

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