# Nvidia 與先進微電子（NASDAQ:AMD）週一走向不同方向，Nvidia 發表新一代 AI 專注的 PC 處理器後，Nvidia 股價上漲約 6%，而 AMD 則下跌 1%，盤中一度跌幅達 5.5%。

*semiconductor · news · 2026-06-02 · Markets Insider*

## Key points

- Nvidia 在 Computex 發表新款 AI 專注的 PC 處理器，顯示其業務擴展至資料中心之外。
- Cathie Wood 調整策略，買入近 30 萬股 Nvidia 股票，同時賣出 11 萬股 AMD 股票。
- Wood 先前對 Nvidia 估值持懷疑態度，現在似乎對其未來前景更為樂觀。
- Tigress Financial 將 Nvidia 目標價從 360 美元調升至 425 美元，預計有 92% 上漲空間。

Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD) headed in different directions on Monday after Nvidia unveiled a new generation of AI-focused PC processors at Computex, raising concerns that the AI giant is preparing to challenge AMD in another important market beyond data-center accelerators. Nvidia shares climbed about 6%, while AMD slipped 1% after falling as much as 5.5% earlier in the session. Claim 55% Off TipRanks Unlock trusted, data-backed investing tools with TipRanks Premium, from analyst ratings and forecasts to breaking news and portfolio analysis. Discover high-conviction stock picks and new investing opportunities with the TipRanks Smart Investor Newsletter Veteran investor Cathie Wood wasted little time making her preference known. According to today’s trading disclosures, Wood purchased nearly 300,000 Nvidia shares through several of her ETFs, representing a position worth just over $67 million at current prices. At the same time, she sold about 110,000 AMD shares through her ETFs. The move is particularly noteworthy because Wood was once one of Nvidia’s most prominent skeptics. In recent years, she argued that Nvidia’s valuation had become too demanding and maintained that the biggest long-term winners from the AI revolution would be the companies using AI rather than the chipmakers supplying the technology. At one point, she remarked that “AI now has to play out elsewhere for Nvidia’s valuation to make sense,” while also warning that growing competition from rivals and custom AI chips developed by major tech companies could eventually challenge Nvidia’s dominance. Yet, today’s transactions suggest she has become far more constructive on Nvidia’s prospects. Tigress Financial analyst Ivan Feinseth would likely agree with Wood’s decision. While he does not cover AMD, he remains highly bullish on Nvidia. In fact, Feinseth recently raised his price target on the stock to $425 from $360 while reiterating a Strong Buy rating. The new target implies about 92% upside from current levels. (To watch Feinseth’s track record, click here) “NVDA is the must-own core holding for the AI investment cycle, positioned at the center of a global buildout of AI factories reshaping data centers, enterprise IT, and the broader economy. Its leadership in accelerated computing, spanning Blackwell-class GPUs, high-speed networking, tightly integrated systems, and a CUDA-centric software stack, makes NVDA the default AI platform across major clouds, leading frontier and open-source models, and a rapidly expanding range of enterprise and edge deployments,” Feinseth opined. Nvidia currently boasts a Strong Buy consensus rating based on 40 analyst reviews, including 38 Buy ratings, one Hold, and one Sell. Analysts see the shares reaching an average price target of $309.86 over the next 12 months, implying ~38% upside from recent levels. (See NVDA stock forecast) AMD also enjoys a Strong Buy consensus rating based on 27 Buy ratings, 8 Holds from 35 analysts covering the stock. However, the average price target stands at $477.33, which sits about 6% below the recent share price. The discrepancy is likely a function of the stock’s powerful recent advance, with many price targets yet to catch up to AMD’s rally. (See AMD stock forecast) Disclaimer: The opinions expressed in this article are solely those of the featured analyst. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.

**Companies:** Nvidia, Advanced Micro Devices

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