After this week’s technical news and income storm, Gil Luria, Da Davidson, put forward the key name of playing the key name in the industry. The company’s technical research director added CNBC’s “San Tang Lunch” on Thursday to break his views on Microsoft, Apple and NVIDIA. The results of Microsoft and Apple reported this week that NVIDIA suffered the worst day in the past five years, and the historical losses of market value loss on Monday have nothing to do with the result of income. Apple Apple is the only one of the three of Luria’s purchase. The iPhone Maker reported the first fiscal quarterly revenue of fiscal 2025 after the bell ended on Thursday. Analysts pay close attention to the sales of their iconic mobile phones. Lulia said: “We are the best places. This is long -term expectations, because Apple will become the leader of AI for consumers.” There will be too many. Most analysts of LSEG voting survey have a buy rating. The average price goal shows that in the coming year, stocks may only rise by about 2 %. Microsoft’s stock price was withdrawn about 6 % on Thursday on Thursday, which was one day under the weak guidance of future revenue. Luria is a minority of Wall Street, maintaining a neutral rating, and most other analysts score the Xbox Maker A Buy. Lulia said: “Microsoft has more and more investment, and grow less and less.” “The Azure business of deceleration is a problem, especially because they show that some of them are specific problems in the company. They invested a lot of money on AI a lot of money They have put down the ball from other businesses and are now slowing down, but they are still increasing. “At present, stocks have fallen by more than 1 % in 2025. With this decline, Wall Street is now expected that according to consensus goals, the stock price is expected to increase next year by more than 21 % next year. NVIDIA Luria also has a neutral rating on NVIDIA. Although the chip manufacturer is expected to wait until late February to report the income, the company led by Jensen Huan has been the focus of Wall Street after the explosive two -year running and the AI ​​challenge of China Deepseek Lab. “At some time, Microsoft will no longer want to exceed the data center, so it must come out of the pocket of NVIDIA.” Moreover, if large customers begin to spend moderately, “NVIDIA will be difficult to keep any close to the current growth. Rate. “Nvidia’s stock price accounted for 17 % on Monday because Deepseek beaten global technology stocks, which was the worst day since 2020. Although the stock occupies a certain situation later this week, the stock is expected to end nearly 14 % this week, and it has promoted its annual-promoted more than 8 % of the red performance so far. Unlike Luria, most analysts have a buy rating of the stock. The typical price goal means that the stock of the stock in the next 12 months is about 9 %.
DA Davidson Tech analyst discussed Megacap stocks to become headlines | Real Time Headlines
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