{"id":319944,"date":"2025-07-22T16:10:04","date_gmt":"2025-07-22T16:10:04","guid":{"rendered":"https:\/\/pocketoption.com\/blog\/news-events\/data\/major-shifts-in-ai-stock-evaluations-key-analysts-revise-positions-on-tech-giants-2\/"},"modified":"2025-07-22T16:10:04","modified_gmt":"2025-07-22T16:10:04","slug":"major-shifts-in-ai-stock-evaluations-key-analysts-revise-positions-on-tech-giants","status":"publish","type":"post","link":"https:\/\/pocketoption.com\/blog\/vt\/news-events\/news\/major-shifts-in-ai-stock-evaluations-key-analysts-revise-positions-on-tech-giants\/","title":{"rendered":"Nh\u1eefng Thay \u0110\u1ed5i L\u1edbn Trong \u0110\u00e1nh Gi\u00e1 C\u1ed5 Phi\u1ebfu AI: C\u00e1c Nh\u00e0 Ph\u00e2n T\u00edch Ch\u00ednh S\u1eeda \u0110\u1ed5i V\u1ecb Tr\u00ed Tr\u00ean C\u00e1c G\u00e3 Kh\u1ed5ng L\u1ed3 C\u00f4ng Ngh\u1ec7"},"content":{"rendered":"
<\/div><\/div>","protected":false},"excerpt":{"rendered":"","protected":false},"author":5,"featured_media":301454,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[4674],"tags":[33,45,44],"class_list":["post-319944","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-ai","tag-stock","tag-strategy"],"acf":{"h1":"C\u00e1c C\u00f4ng Ty Ph\u00e2n T\u00edch Khu\u1ea5y \u0110\u1ed9ng Th\u1ecb Tr\u01b0\u1eddng AI v\u1edbi C\u00e1c \u0110\u00e1nh Gi\u00e1 M\u1edbi T\u00e1o B\u1ea1o v\u00e0 M\u1ee5c Ti\u00eau Gi\u00e1 M\u1edbi","h1_source":{"label":"H1","type":"text","formatted_value":"C\u00e1c C\u00f4ng Ty Ph\u00e2n T\u00edch Khu\u1ea5y \u0110\u1ed9ng Th\u1ecb Tr\u01b0\u1eddng AI v\u1edbi C\u00e1c \u0110\u00e1nh Gi\u00e1 M\u1edbi T\u00e1o B\u1ea1o v\u00e0 M\u1ee5c Ti\u00eau Gi\u00e1 M\u1edbi"},"description":"C\u00e1c nh\u00e0 ph\u00e2n t\u00edch t\u00e0i ch\u00ednh h\u00e0ng \u0111\u1ea7u \u0111\u00e3 th\u1ef1c hi\u1ec7n nh\u1eefng \u0111i\u1ec1u ch\u1ec9nh \u0111\u00e1ng k\u1ec3 \u0111\u1ed1i v\u1edbi quan \u0111i\u1ec3m c\u1ee7a h\u1ecd v\u1ec1 c\u00e1c c\u00f4ng ty c\u00f4ng ngh\u1ec7 AI l\u1edbn, v\u1edbi nh\u1eefng h\u1ea1 c\u1ea5p \u0111\u00e1ng ng\u1ea1c nhi\u00ean cho Apple v\u00e0 Nvidia trong b\u1ed1i c\u1ea3nh ng\u00e0nh c\u00f4ng nghi\u1ec7p b\u00e1n d\u1eabn \u0111ang thay \u0111\u1ed5i.","description_source":{"label":"Description","type":"textarea","formatted_value":"C\u00e1c nh\u00e0 ph\u00e2n t\u00edch t\u00e0i ch\u00ednh h\u00e0ng \u0111\u1ea7u \u0111\u00e3 th\u1ef1c hi\u1ec7n nh\u1eefng \u0111i\u1ec1u ch\u1ec9nh \u0111\u00e1ng k\u1ec3 \u0111\u1ed1i v\u1edbi quan \u0111i\u1ec3m c\u1ee7a h\u1ecd v\u1ec1 c\u00e1c c\u00f4ng ty c\u00f4ng ngh\u1ec7 AI l\u1edbn, v\u1edbi nh\u1eefng h\u1ea1 c\u1ea5p \u0111\u00e1ng ng\u1ea1c nhi\u00ean cho Apple v\u00e0 Nvidia trong b\u1ed1i c\u1ea3nh ng\u00e0nh c\u00f4ng nghi\u1ec7p b\u00e1n d\u1eabn \u0111ang thay \u0111\u1ed5i."},"intro":"M\u1ed9t l\u00e0n s\u00f3ng \u0111i\u1ec1u ch\u1ec9nh \u0111\u00e1ng k\u1ec3 t\u1eeb c\u00e1c nh\u00e0 ph\u00e2n t\u00edch \u0111\u00e3 lan r\u1ed9ng qua ng\u00e0nh tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o, v\u1edbi m\u1ed9t s\u1ed1 c\u00f4ng ty h\u00e0ng \u0111\u1ea7u c\u1ee7a Wall Street thay \u0111\u1ed5i m\u1ea1nh m\u1ebd quan \u0111i\u1ec3m c\u1ee7a h\u1ecd v\u1ec1 c\u00e1c nh\u00e2n t\u1ed1 ch\u00ednh trong l\u0129nh v\u1ef1c c\u00f4ng ngh\u1ec7.","intro_source":{"label":"Intro","type":"text","formatted_value":"M\u1ed9t l\u00e0n s\u00f3ng \u0111i\u1ec1u ch\u1ec9nh \u0111\u00e1ng k\u1ec3 t\u1eeb c\u00e1c nh\u00e0 ph\u00e2n t\u00edch \u0111\u00e3 lan r\u1ed9ng qua ng\u00e0nh tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o, v\u1edbi m\u1ed9t s\u1ed1 c\u00f4ng ty h\u00e0ng \u0111\u1ea7u c\u1ee7a Wall Street thay \u0111\u1ed5i m\u1ea1nh m\u1ebd quan \u0111i\u1ec3m c\u1ee7a h\u1ecd v\u1ec1 c\u00e1c nh\u00e2n t\u1ed1 ch\u00ednh trong l\u0129nh v\u1ef1c c\u00f4ng ngh\u1ec7."},"body_html":"
\n\nC\u1ea3nh quan \u0111\u1ea7u t\u01b0 tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o \u0111\u00e3 tr\u1ea3i qua nh\u1eefng thay \u0111\u1ed5i \u0111\u00e1ng k\u1ec3 trong tu\u1ea7n n\u00e0y khi c\u00e1c nh\u00e0 ph\u00e2n t\u00edch th\u1ecb tr\u01b0\u1eddng n\u1ed5i ti\u1ebfng \u0111\u01b0a ra nh\u1eefng \u0111\u00e1nh gi\u00e1 m\u1edbi b\u1ea5t ng\u1edd cho c\u00e1c c\u00f4ng ty l\u1edbn trong ng\u00e0nh. Nh\u1eefng thay \u0111\u1ed5i n\u00e0y ph\u1ea3n \u00e1nh quan \u0111i\u1ec3m \u0111ang ph\u00e1t tri\u1ec3n v\u1ec1 nh\u1eefng c\u00f4ng ty n\u00e0o c\u00f3 v\u1ecb tr\u00ed t\u1ed1t nh\u1ea5t \u0111\u1ec3 t\u1eadn d\u1ee5ng s\u1ef1 ph\u00e1t tri\u1ec3n AI trong t\u01b0\u01a1ng lai.\n

Apple \u0110\u1ed1i M\u1eb7t V\u1edbi H\u1ea1 B\u1eadc Gi\u1eefa Lo Ng\u1ea1i V\u1ec1 \u0110\u1ed5i M\u1edbi<\/h2>\nBarclays \u0111\u00e3 gi\u00e1ng m\u1ed9t \u0111\u00f2n \u0111\u00e1ng ch\u00fa \u00fd v\u00e0o Apple b\u1eb1ng c\u00e1ch h\u1ea1 b\u1eadc g\u00e3 kh\u1ed5ng l\u1ed3 c\u00f4ng ngh\u1ec7 t\u1eeb \"Equal Weight\" xu\u1ed1ng \"Underweight\" v\u00e0 gi\u1ea3m m\u1ee5c ti\u00eau gi\u00e1 t\u1eeb 217 USD xu\u1ed1ng 158 USD. C\u00e1c nh\u00e0 ph\u00e2n t\u00edch \u0111\u00e3 tr\u00edch d\u1eabn m\u1ed9t s\u1ed1 y\u1ebfu t\u1ed1 \u0111\u1eb1ng sau quy\u1ebft \u0111\u1ecbnh n\u00e0y, \u0111\u1eb7c bi\u1ec7t nh\u1ea5n m\u1ea1nh lo ng\u1ea1i v\u1ec1 v\u1ecb tr\u00ed c\u1ee7a Apple trong cu\u1ed9c \u0111ua tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o.\n\n\"Ch\u00fang t\u00f4i tin r\u1eb1ng AAPL \u0111ang t\u1ee5t l\u1ea1i ph\u00eda sau trong cu\u1ed9c \u0111ua AI, g\u1eb7p kh\u00f3 kh\u0103n trong vi\u1ec7c m\u1edf r\u1ed9ng quy m\u00f4 v\u01b0\u1ee3t ra ngo\u00e0i c\u00e1c t\u00ednh n\u0103ng c\u01a1 b\u1ea3n khi h\u1ec7 \u0111i\u1ec1u h\u00e0nh tr\u1edf n\u00ean ph\u1ee9c t\u1ea1p h\u01a1n,\" c\u00e1c nh\u00e0 ph\u00e2n t\u00edch c\u1ee7a Barclays vi\u1ebft. H\u1ecd b\u1ed5 sung r\u1eb1ng Apple c\u00f3 th\u1ec3 \u0111\u1ed1i m\u1eb7t v\u1edbi th\u00e1ch th\u1ee9c v\u1edbi \"c\u00e1c t\u00ednh n\u0103ng gia t\u0103ng sau iPhone 16\" v\u00e0 nh\u1ea5n m\u1ea1nh c\u00e1c t\u00e1c \u0111\u1ed9ng ti\u00eau c\u1ef1c ti\u1ec1m t\u00e0ng t\u1eeb v\u1ee5 ki\u1ec7n c\u1ee7a B\u1ed9 T\u01b0 ph\u00e1p.\n\nC\u00e1c nh\u00e0 ph\u00e2n t\u00edch c\u0169ng b\u00e0y t\u1ecf lo ng\u1ea1i v\u1ec1 vi\u1ec7c gi\u1ea3m chi ti\u00eau c\u1ee7a ng\u01b0\u1eddi ti\u00eau d\u00f9ng \u0111\u1ed1i v\u1edbi c\u00e1c s\u1ea3n ph\u1ea9m c\u1ee7a c\u00f4ng ty, cho r\u1eb1ng \"doanh s\u1ed1 iPhone 15 y\u1ebfu v\u00e0 s\u1ef1 y\u1ebfu k\u00e9m c\u1ee7a Trung Qu\u1ed1c\" c\u00f3 th\u1ec3 g\u00e2y ra nh\u1eefng th\u00e1ch th\u1ee9c li\u00ean t\u1ee5c.\n

Quan \u0110i\u1ec3m Tr\u00e1i Ng\u01b0\u1ee3c N\u1ed5i L\u00ean V\u1ec1 S\u1ef1 Th\u1ed1ng Tr\u1ecb C\u1ee7a Nvidia<\/h2>\nTrong m\u1ed9t \u0111\u1ed9ng th\u00e1i khi\u1ebfn nhi\u1ec1u nh\u00e0 quan s\u00e1t th\u1ecb tr\u01b0\u1eddng ng\u1ea1c nhi\u00ean, Melius Research \u0111\u00e3 b\u1eaft \u0111\u1ea7u \u0111\u00e1nh gi\u00e1 c\u00f4ng ty b\u00e1n d\u1eabn kh\u1ed5ng l\u1ed3 Nvidia v\u1edbi x\u1ebfp h\u1ea1ng \"B\u00e1n\" v\u00e0 m\u1ee5c ti\u00eau gi\u00e1 400 USD, \u0111\u1ea1i di\u1ec7n cho kho\u1ea3ng 40% gi\u1ea3m t\u1eeb m\u1ee9c hi\u1ec7n t\u1ea1i.\n\nC\u00f4ng ty th\u1eeba nh\u1eadn th\u00e0nh c\u00f4ng \u0111\u00e1ng k\u1ec3 c\u1ee7a Nvidia trong vi\u1ec7c t\u1eadn d\u1ee5ng nhu c\u1ea7u AI nh\u01b0ng \u0111\u1eb7t c\u00e2u h\u1ecfi v\u1ec1 t\u00ednh b\u1ec1n v\u1eefng c\u1ee7a v\u1ecb tr\u00ed th\u1ecb tr\u01b0\u1eddng c\u1ee7a n\u00f3. C\u00e1c nh\u00e0 ph\u00e2n t\u00edch c\u1ee7a Melius ch\u1ec9 ra c\u00e1c m\u1ed1i \u0111e d\u1ecda c\u1ea1nh tranh ti\u1ec1m t\u00e0ng, tuy\u00ean b\u1ed1, \"Ch\u00fang t\u00f4i th\u1ea5y m\u1ed9t th\u1ecb tr\u01b0\u1eddng ng\u00e0y c\u00e0ng b\u1ecb \u00e1m \u1ea3nh b\u1edfi vi\u1ec7c duy tr\u00ec t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng c\u1ee7a Nvidia v\u00e0 m\u1ed9t b\u1ed9i s\u1ed1 gi\u1ea3 \u0111\u1ecbnh vi\u1ec7c n\u1eafm b\u1eaft \u0111\u1ea7y \u0111\u1ee7 AI inference TAM.\"\n\nQuan \u0111i\u1ec3m n\u00e0y ho\u00e0n to\u00e0n tr\u00e1i ng\u01b0\u1ee3c v\u1edbi quan \u0111i\u1ec3m th\u1ecb tr\u01b0\u1eddng ch\u1ee7 \u0111\u1ea1o, khi h\u1ea7u h\u1ebft c\u00e1c nh\u00e0 ph\u00e2n t\u00edch duy tr\u00ec tri\u1ec3n v\u1ecdng l\u1ea1c quan v\u1ec1 Nvidia gi\u1eefa s\u1ef1 th\u1ed1ng tr\u1ecb AI li\u00ean t\u1ee5c c\u1ee7a n\u00f3.\n

TSMC N\u1ed5i L\u00ean L\u00e0 L\u1ef1a Ch\u1ecdn B\u00e1n D\u1eabn H\u00e0ng \u0110\u1ea7u<\/h2>\nC\u00f4ng ty S\u1ea3n xu\u1ea5t Ch\u1ea5t b\u00e1n d\u1eabn \u0110\u00e0i Loan (TSMC) nh\u1eadn \u0111\u01b0\u1ee3c s\u1ef1 tin t\u01b0\u1edfng t\u1eeb Needham, c\u00f4ng ty \u0111\u00e3 ch\u1ec9 \u0111\u1ecbnh n\u00f3 l\u00e0 \"l\u1ef1a ch\u1ecdn b\u00e1n d\u1eabn h\u00e0ng \u0111\u1ea7u\" c\u1ee7a h\u1ecd. C\u00f4ng ty duy tr\u00ec x\u1ebfp h\u1ea1ng \"Mua\" trong khi n\u00e2ng m\u1ee5c ti\u00eau gi\u00e1 c\u1ee7a TSMC t\u1eeb 168 USD l\u00ean 200 USD.\n\nC\u00e1c nh\u00e0 ph\u00e2n t\u00edch c\u1ee7a Needham \u0111\u00e3 nh\u1ea5n m\u1ea1nh m\u1ed9t s\u1ed1 y\u1ebfu t\u1ed1 h\u1ed7 tr\u1ee3 tri\u1ec3n v\u1ecdng l\u1ea1c quan c\u1ee7a h\u1ecd, bao g\u1ed3m k\u1ef3 v\u1ecdng r\u1eb1ng \"c\u00e1c s\u1ea3n ph\u1ea9m AI s\u1ebd th\u00fac \u0111\u1ea9y doanh thu t\u0103ng th\u00eam 3-4 t\u1ef7 USD v\u00e0o n\u0103m 2024, v\u1edbi s\u1ef1 t\u0103ng tr\u01b0\u1edfng h\u01a1n n\u1eefa v\u00e0o n\u0103m 2025.\" C\u00f4ng ty c\u0169ng l\u01b0u \u00fd \u0111\u1ebfn l\u1ee3i th\u1ebf c\u00f4ng ngh\u1ec7 c\u1ee7a TSMC, \u0111\u1eb7c bi\u1ec7t l\u00e0 s\u1ef1 d\u1eabn \u0111\u1ea7u c\u1ee7a n\u00f3 trong c\u00e1c quy tr\u00ecnh s\u1ea3n xu\u1ea5t ch\u1ea5t b\u00e1n d\u1eabn ti\u00ean ti\u1ebfn.\n

Tri\u1ec3n V\u1ecdng H\u1ed7n H\u1ee3p Cho Broadcom Sau Khi Mua L\u1ea1i<\/h2>\nRosenblatt \u0111\u00e3 \u0111i\u1ec1u ch\u1ec9nh quan \u0111i\u1ec3m c\u1ee7a m\u00ecnh v\u1ec1 Broadcom, h\u1ea1 m\u1ee5c ti\u00eau gi\u00e1 t\u1eeb 1.535 USD xu\u1ed1ng 1.450 USD trong khi duy tr\u00ec x\u1ebfp h\u1ea1ng \"Mua\". \u0110\u00e1nh gi\u00e1 c\u1ee7a c\u00f4ng ty \u0111\u01b0\u1ee3c \u0111\u01b0a ra sau khi Broadcom mua l\u1ea1i VMware g\u1ea7n \u0111\u00e2y, t\u1ea1o ra nh\u1eefng c\u00e2n nh\u1eafc m\u1edbi cho c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0.\n\n\"H\u01b0\u1edbng d\u1eabn doanh thu FY24 m\u1edbi hi\u1ec7n bao g\u1ed3m VMware ... v\u00e0 ng\u1ee5 \u00fd t\u0103ng tr\u01b0\u1edfng h\u1eefu c\u01a1 ch\u1ec9 7% so v\u1edbi k\u1ef3 v\u1ecdng tr\u01b0\u1edbc \u0111\u00f3 c\u1ee7a ch\u00fang t\u00f4i l\u00e0 10%,\" c\u00e1c nh\u00e0 ph\u00e2n t\u00edch c\u1ee7a Rosenblatt gi\u1ea3i th\u00edch, cho th\u1ea5y m\u1ed9t s\u1ed1 th\u00e1ch th\u1ee9c t\u00edch h\u1ee3p trong ng\u1eafn h\u1ea1n.\n\nTuy nhi\u00ean, c\u00f4ng ty v\u1eabn duy tr\u00ec tri\u1ec3n v\u1ecdng t\u00edch c\u1ef1c t\u1ed5ng th\u1ec3, nh\u1ea5n m\u1ea1nh v\u1ecb tr\u00ed m\u1ea1nh m\u1ebd c\u1ee7a Broadcom trong c\u00e1c th\u00e0nh ph\u1ea7n h\u1ea1 t\u1ea7ng m\u1ea1ng v\u00e0 AI.\n\n[cta_button text=\"B\u1eaft \u0111\u1ea7u Giao d\u1ecbch\"]\n

Microsoft Nh\u1eadn \u0110\u01b0\u1ee3c T\u0103ng M\u1ee5c Ti\u00eau Gi\u00e1<\/h2>\nWedbush Securities c\u1ee7ng c\u1ed1 l\u1eadp tr\u01b0\u1eddng l\u1ea1c quan c\u1ee7a m\u00ecnh v\u1ec1 Microsoft b\u1eb1ng c\u00e1ch n\u00e2ng m\u1ee5c ti\u00eau gi\u00e1 t\u1eeb 500 USD l\u00ean 550 USD, duy tr\u00ec x\u1ebfp h\u1ea1ng \"V\u01b0\u1ee3t tr\u1ed9i\" cho g\u00e3 kh\u1ed5ng l\u1ed3 c\u00f4ng ngh\u1ec7.\n\nC\u00e1c nh\u00e0 ph\u00e2n t\u00edch c\u1ee7a c\u00f4ng ty b\u00e0y t\u1ecf s\u1ef1 tin t\u01b0\u1edfng v\u00e0o chi\u1ebfn l\u01b0\u1ee3c AI c\u1ee7a Microsoft, l\u01b0u \u00fd r\u1eb1ng c\u00f4ng ty \u0111ang \"v\u1eefng ch\u1eafc trong v\u1ecb tr\u00ed l\u00e1i xe tr\u00ean Cu\u1ed9c C\u00e1ch m\u1ea1ng AI.\" Wedbush nh\u1ea5n m\u1ea1nh ti\u1ec1m n\u0103ng c\u1ee7a n\u1ec1n t\u1ea3ng \u0111\u00e1m m\u00e2y Azure c\u1ee7a Microsoft v\u00e0 s\u1ef1 t\u00edch h\u1ee3p c\u00e1c kh\u1ea3 n\u0103ng AI c\u1ee7a n\u00f3 nh\u01b0 l\u00e0 \u0111\u1ed9ng l\u1ef1c t\u0103ng tr\u01b0\u1edfng ch\u00ednh.\n\n\u0110\u00e1nh gi\u00e1 t\u00edch c\u1ef1c n\u00e0y c\u00e0ng c\u1ee7ng c\u1ed1 v\u1ecb tr\u00ed c\u1ee7a Microsoft nh\u01b0 m\u1ed9t ng\u01b0\u1eddi h\u01b0\u1edfng l\u1ee3i h\u00e0ng \u0111\u1ea7u t\u1eeb vi\u1ec7c \u00e1p d\u1ee5ng AI \u0111ang di\u1ec5n ra tr\u00ean c\u00e1c kh\u00e1ch h\u00e0ng doanh nghi\u1ec7p.\n\nNh\u01b0 nh\u1eefng \u0111i\u1ec1u ch\u1ec9nh c\u1ee7a c\u00e1c nh\u00e0 ph\u00e2n t\u00edch n\u00e0y cho th\u1ea5y, c\u1ea3nh quan c\u1ea1nh tranh trong tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o ti\u1ebfp t\u1ee5c ph\u00e1t tri\u1ec3n nhanh ch\u00f3ng, t\u1ea1o ra c\u1ea3 c\u01a1 h\u1ed9i v\u00e0 th\u00e1ch th\u1ee9c cho c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 \u0111i\u1ec1u h\u01b0\u1edbng l\u0129nh v\u1ef1c n\u0103ng \u0111\u1ed9ng n\u00e0y.\n\n<\/div>","body_html_source":{"label":"Body HTML","type":"wysiwyg","formatted_value":"
\n

C\u1ea3nh quan \u0111\u1ea7u t\u01b0 tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o \u0111\u00e3 tr\u1ea3i qua nh\u1eefng thay \u0111\u1ed5i \u0111\u00e1ng k\u1ec3 trong tu\u1ea7n n\u00e0y khi c\u00e1c nh\u00e0 ph\u00e2n t\u00edch th\u1ecb tr\u01b0\u1eddng n\u1ed5i ti\u1ebfng \u0111\u01b0a ra nh\u1eefng \u0111\u00e1nh gi\u00e1 m\u1edbi b\u1ea5t ng\u1edd cho c\u00e1c c\u00f4ng ty l\u1edbn trong ng\u00e0nh. Nh\u1eefng thay \u0111\u1ed5i n\u00e0y ph\u1ea3n \u00e1nh quan \u0111i\u1ec3m \u0111ang ph\u00e1t tri\u1ec3n v\u1ec1 nh\u1eefng c\u00f4ng ty n\u00e0o c\u00f3 v\u1ecb tr\u00ed t\u1ed1t nh\u1ea5t \u0111\u1ec3 t\u1eadn d\u1ee5ng s\u1ef1 ph\u00e1t tri\u1ec3n AI trong t\u01b0\u01a1ng lai.<\/p>\n

Apple \u0110\u1ed1i M\u1eb7t V\u1edbi H\u1ea1 B\u1eadc Gi\u1eefa Lo Ng\u1ea1i V\u1ec1 \u0110\u1ed5i M\u1edbi<\/h2>\n

Barclays \u0111\u00e3 gi\u00e1ng m\u1ed9t \u0111\u00f2n \u0111\u00e1ng ch\u00fa \u00fd v\u00e0o Apple b\u1eb1ng c\u00e1ch h\u1ea1 b\u1eadc g\u00e3 kh\u1ed5ng l\u1ed3 c\u00f4ng ngh\u1ec7 t\u1eeb “Equal Weight” xu\u1ed1ng “Underweight” v\u00e0 gi\u1ea3m m\u1ee5c ti\u00eau gi\u00e1 t\u1eeb 217 USD xu\u1ed1ng 158 USD. C\u00e1c nh\u00e0 ph\u00e2n t\u00edch \u0111\u00e3 tr\u00edch d\u1eabn m\u1ed9t s\u1ed1 y\u1ebfu t\u1ed1 \u0111\u1eb1ng sau quy\u1ebft \u0111\u1ecbnh n\u00e0y, \u0111\u1eb7c bi\u1ec7t nh\u1ea5n m\u1ea1nh lo ng\u1ea1i v\u1ec1 v\u1ecb tr\u00ed c\u1ee7a Apple trong cu\u1ed9c \u0111ua tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o.<\/p>\n

“Ch\u00fang t\u00f4i tin r\u1eb1ng AAPL \u0111ang t\u1ee5t l\u1ea1i ph\u00eda sau trong cu\u1ed9c \u0111ua AI, g\u1eb7p kh\u00f3 kh\u0103n trong vi\u1ec7c m\u1edf r\u1ed9ng quy m\u00f4 v\u01b0\u1ee3t ra ngo\u00e0i c\u00e1c t\u00ednh n\u0103ng c\u01a1 b\u1ea3n khi h\u1ec7 \u0111i\u1ec1u h\u00e0nh tr\u1edf n\u00ean ph\u1ee9c t\u1ea1p h\u01a1n,” c\u00e1c nh\u00e0 ph\u00e2n t\u00edch c\u1ee7a Barclays vi\u1ebft. H\u1ecd b\u1ed5 sung r\u1eb1ng Apple c\u00f3 th\u1ec3 \u0111\u1ed1i m\u1eb7t v\u1edbi th\u00e1ch th\u1ee9c v\u1edbi “c\u00e1c t\u00ednh n\u0103ng gia t\u0103ng sau iPhone 16” v\u00e0 nh\u1ea5n m\u1ea1nh c\u00e1c t\u00e1c \u0111\u1ed9ng ti\u00eau c\u1ef1c ti\u1ec1m t\u00e0ng t\u1eeb v\u1ee5 ki\u1ec7n c\u1ee7a B\u1ed9 T\u01b0 ph\u00e1p.<\/p>\n

C\u00e1c nh\u00e0 ph\u00e2n t\u00edch c\u0169ng b\u00e0y t\u1ecf lo ng\u1ea1i v\u1ec1 vi\u1ec7c gi\u1ea3m chi ti\u00eau c\u1ee7a ng\u01b0\u1eddi ti\u00eau d\u00f9ng \u0111\u1ed1i v\u1edbi c\u00e1c s\u1ea3n ph\u1ea9m c\u1ee7a c\u00f4ng ty, cho r\u1eb1ng “doanh s\u1ed1 iPhone 15 y\u1ebfu v\u00e0 s\u1ef1 y\u1ebfu k\u00e9m c\u1ee7a Trung Qu\u1ed1c” c\u00f3 th\u1ec3 g\u00e2y ra nh\u1eefng th\u00e1ch th\u1ee9c li\u00ean t\u1ee5c.<\/p>\n

Quan \u0110i\u1ec3m Tr\u00e1i Ng\u01b0\u1ee3c N\u1ed5i L\u00ean V\u1ec1 S\u1ef1 Th\u1ed1ng Tr\u1ecb C\u1ee7a Nvidia<\/h2>\n

Trong m\u1ed9t \u0111\u1ed9ng th\u00e1i khi\u1ebfn nhi\u1ec1u nh\u00e0 quan s\u00e1t th\u1ecb tr\u01b0\u1eddng ng\u1ea1c nhi\u00ean, Melius Research \u0111\u00e3 b\u1eaft \u0111\u1ea7u \u0111\u00e1nh gi\u00e1 c\u00f4ng ty b\u00e1n d\u1eabn kh\u1ed5ng l\u1ed3 Nvidia v\u1edbi x\u1ebfp h\u1ea1ng “B\u00e1n” v\u00e0 m\u1ee5c ti\u00eau gi\u00e1 400 USD, \u0111\u1ea1i di\u1ec7n cho kho\u1ea3ng 40% gi\u1ea3m t\u1eeb m\u1ee9c hi\u1ec7n t\u1ea1i.<\/p>\n

C\u00f4ng ty th\u1eeba nh\u1eadn th\u00e0nh c\u00f4ng \u0111\u00e1ng k\u1ec3 c\u1ee7a Nvidia trong vi\u1ec7c t\u1eadn d\u1ee5ng nhu c\u1ea7u AI nh\u01b0ng \u0111\u1eb7t c\u00e2u h\u1ecfi v\u1ec1 t\u00ednh b\u1ec1n v\u1eefng c\u1ee7a v\u1ecb tr\u00ed th\u1ecb tr\u01b0\u1eddng c\u1ee7a n\u00f3. C\u00e1c nh\u00e0 ph\u00e2n t\u00edch c\u1ee7a Melius ch\u1ec9 ra c\u00e1c m\u1ed1i \u0111e d\u1ecda c\u1ea1nh tranh ti\u1ec1m t\u00e0ng, tuy\u00ean b\u1ed1, “Ch\u00fang t\u00f4i th\u1ea5y m\u1ed9t th\u1ecb tr\u01b0\u1eddng ng\u00e0y c\u00e0ng b\u1ecb \u00e1m \u1ea3nh b\u1edfi vi\u1ec7c duy tr\u00ec t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng c\u1ee7a Nvidia v\u00e0 m\u1ed9t b\u1ed9i s\u1ed1 gi\u1ea3 \u0111\u1ecbnh vi\u1ec7c n\u1eafm b\u1eaft \u0111\u1ea7y \u0111\u1ee7 AI inference TAM.”<\/p>\n

Quan \u0111i\u1ec3m n\u00e0y ho\u00e0n to\u00e0n tr\u00e1i ng\u01b0\u1ee3c v\u1edbi quan \u0111i\u1ec3m th\u1ecb tr\u01b0\u1eddng ch\u1ee7 \u0111\u1ea1o, khi h\u1ea7u h\u1ebft c\u00e1c nh\u00e0 ph\u00e2n t\u00edch duy tr\u00ec tri\u1ec3n v\u1ecdng l\u1ea1c quan v\u1ec1 Nvidia gi\u1eefa s\u1ef1 th\u1ed1ng tr\u1ecb AI li\u00ean t\u1ee5c c\u1ee7a n\u00f3.<\/p>\n

TSMC N\u1ed5i L\u00ean L\u00e0 L\u1ef1a Ch\u1ecdn B\u00e1n D\u1eabn H\u00e0ng \u0110\u1ea7u<\/h2>\n

C\u00f4ng ty S\u1ea3n xu\u1ea5t Ch\u1ea5t b\u00e1n d\u1eabn \u0110\u00e0i Loan (TSMC) nh\u1eadn \u0111\u01b0\u1ee3c s\u1ef1 tin t\u01b0\u1edfng t\u1eeb Needham, c\u00f4ng ty \u0111\u00e3 ch\u1ec9 \u0111\u1ecbnh n\u00f3 l\u00e0 “l\u1ef1a ch\u1ecdn b\u00e1n d\u1eabn h\u00e0ng \u0111\u1ea7u” c\u1ee7a h\u1ecd. C\u00f4ng ty duy tr\u00ec x\u1ebfp h\u1ea1ng “Mua” trong khi n\u00e2ng m\u1ee5c ti\u00eau gi\u00e1 c\u1ee7a TSMC t\u1eeb 168 USD l\u00ean 200 USD.<\/p>\n

C\u00e1c nh\u00e0 ph\u00e2n t\u00edch c\u1ee7a Needham \u0111\u00e3 nh\u1ea5n m\u1ea1nh m\u1ed9t s\u1ed1 y\u1ebfu t\u1ed1 h\u1ed7 tr\u1ee3 tri\u1ec3n v\u1ecdng l\u1ea1c quan c\u1ee7a h\u1ecd, bao g\u1ed3m k\u1ef3 v\u1ecdng r\u1eb1ng “c\u00e1c s\u1ea3n ph\u1ea9m AI s\u1ebd th\u00fac \u0111\u1ea9y doanh thu t\u0103ng th\u00eam 3-4 t\u1ef7 USD v\u00e0o n\u0103m 2024, v\u1edbi s\u1ef1 t\u0103ng tr\u01b0\u1edfng h\u01a1n n\u1eefa v\u00e0o n\u0103m 2025.” C\u00f4ng ty c\u0169ng l\u01b0u \u00fd \u0111\u1ebfn l\u1ee3i th\u1ebf c\u00f4ng ngh\u1ec7 c\u1ee7a TSMC, \u0111\u1eb7c bi\u1ec7t l\u00e0 s\u1ef1 d\u1eabn \u0111\u1ea7u c\u1ee7a n\u00f3 trong c\u00e1c quy tr\u00ecnh s\u1ea3n xu\u1ea5t ch\u1ea5t b\u00e1n d\u1eabn ti\u00ean ti\u1ebfn.<\/p>\n

Tri\u1ec3n V\u1ecdng H\u1ed7n H\u1ee3p Cho Broadcom Sau Khi Mua L\u1ea1i<\/h2>\n

Rosenblatt \u0111\u00e3 \u0111i\u1ec1u ch\u1ec9nh quan \u0111i\u1ec3m c\u1ee7a m\u00ecnh v\u1ec1 Broadcom, h\u1ea1 m\u1ee5c ti\u00eau gi\u00e1 t\u1eeb 1.535 USD xu\u1ed1ng 1.450 USD trong khi duy tr\u00ec x\u1ebfp h\u1ea1ng “Mua”. \u0110\u00e1nh gi\u00e1 c\u1ee7a c\u00f4ng ty \u0111\u01b0\u1ee3c \u0111\u01b0a ra sau khi Broadcom mua l\u1ea1i VMware g\u1ea7n \u0111\u00e2y, t\u1ea1o ra nh\u1eefng c\u00e2n nh\u1eafc m\u1edbi cho c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0.<\/p>\n

“H\u01b0\u1edbng d\u1eabn doanh thu FY24 m\u1edbi hi\u1ec7n bao g\u1ed3m VMware … v\u00e0 ng\u1ee5 \u00fd t\u0103ng tr\u01b0\u1edfng h\u1eefu c\u01a1 ch\u1ec9 7% so v\u1edbi k\u1ef3 v\u1ecdng tr\u01b0\u1edbc \u0111\u00f3 c\u1ee7a ch\u00fang t\u00f4i l\u00e0 10%,” c\u00e1c nh\u00e0 ph\u00e2n t\u00edch c\u1ee7a Rosenblatt gi\u1ea3i th\u00edch, cho th\u1ea5y m\u1ed9t s\u1ed1 th\u00e1ch th\u1ee9c t\u00edch h\u1ee3p trong ng\u1eafn h\u1ea1n.<\/p>\n

Tuy nhi\u00ean, c\u00f4ng ty v\u1eabn duy tr\u00ec tri\u1ec3n v\u1ecdng t\u00edch c\u1ef1c t\u1ed5ng th\u1ec3, nh\u1ea5n m\u1ea1nh v\u1ecb tr\u00ed m\u1ea1nh m\u1ebd c\u1ee7a Broadcom trong c\u00e1c th\u00e0nh ph\u1ea7n h\u1ea1 t\u1ea7ng m\u1ea1ng v\u00e0 AI.<\/p>\n

\n \n \n <\/use>\n <\/svg>\n B\u1eaft \u0111\u1ea7u Giao d\u1ecbch<\/span>\n <\/a>\n <\/div>\n \n

Microsoft Nh\u1eadn \u0110\u01b0\u1ee3c T\u0103ng M\u1ee5c Ti\u00eau Gi\u00e1<\/h2>\n

Wedbush Securities c\u1ee7ng c\u1ed1 l\u1eadp tr\u01b0\u1eddng l\u1ea1c quan c\u1ee7a m\u00ecnh v\u1ec1 Microsoft b\u1eb1ng c\u00e1ch n\u00e2ng m\u1ee5c ti\u00eau gi\u00e1 t\u1eeb 500 USD l\u00ean 550 USD, duy tr\u00ec x\u1ebfp h\u1ea1ng “V\u01b0\u1ee3t tr\u1ed9i” cho g\u00e3 kh\u1ed5ng l\u1ed3 c\u00f4ng ngh\u1ec7.<\/p>\n

C\u00e1c nh\u00e0 ph\u00e2n t\u00edch c\u1ee7a c\u00f4ng ty b\u00e0y t\u1ecf s\u1ef1 tin t\u01b0\u1edfng v\u00e0o chi\u1ebfn l\u01b0\u1ee3c AI c\u1ee7a Microsoft, l\u01b0u \u00fd r\u1eb1ng c\u00f4ng ty \u0111ang “v\u1eefng ch\u1eafc trong v\u1ecb tr\u00ed l\u00e1i xe tr\u00ean Cu\u1ed9c C\u00e1ch m\u1ea1ng AI.” Wedbush nh\u1ea5n m\u1ea1nh ti\u1ec1m n\u0103ng c\u1ee7a n\u1ec1n t\u1ea3ng \u0111\u00e1m m\u00e2y Azure c\u1ee7a Microsoft v\u00e0 s\u1ef1 t\u00edch h\u1ee3p c\u00e1c kh\u1ea3 n\u0103ng AI c\u1ee7a n\u00f3 nh\u01b0 l\u00e0 \u0111\u1ed9ng l\u1ef1c t\u0103ng tr\u01b0\u1edfng ch\u00ednh.<\/p>\n

\u0110\u00e1nh gi\u00e1 t\u00edch c\u1ef1c n\u00e0y c\u00e0ng c\u1ee7ng c\u1ed1 v\u1ecb tr\u00ed c\u1ee7a Microsoft nh\u01b0 m\u1ed9t ng\u01b0\u1eddi h\u01b0\u1edfng l\u1ee3i h\u00e0ng \u0111\u1ea7u t\u1eeb vi\u1ec7c \u00e1p d\u1ee5ng AI \u0111ang di\u1ec5n ra tr\u00ean c\u00e1c kh\u00e1ch h\u00e0ng doanh nghi\u1ec7p.<\/p>\n

Nh\u01b0 nh\u1eefng \u0111i\u1ec1u ch\u1ec9nh c\u1ee7a c\u00e1c nh\u00e0 ph\u00e2n t\u00edch n\u00e0y cho th\u1ea5y, c\u1ea3nh quan c\u1ea1nh tranh trong tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o ti\u1ebfp t\u1ee5c ph\u00e1t tri\u1ec3n nhanh ch\u00f3ng, t\u1ea1o ra c\u1ea3 c\u01a1 h\u1ed9i v\u00e0 th\u00e1ch th\u1ee9c cho c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 \u0111i\u1ec1u h\u01b0\u1edbng l\u0129nh v\u1ef1c n\u0103ng \u0111\u1ed9ng n\u00e0y.<\/p>\n<\/div>\n"},"faq":null,"faq_source":{"label":"FAQ","type":"repeater","formatted_value":false}},"yoast_head":"\nNh\u1eefng Thay \u0110\u1ed5i L\u1edbn Trong \u0110\u00e1nh Gi\u00e1 C\u1ed5 Phi\u1ebfu AI: C\u00e1c Nh\u00e0 Ph\u00e2n T\u00edch Ch\u00ednh S\u1eeda \u0110\u1ed5i V\u1ecb Tr\u00ed Tr\u00ean C\u00e1c G\u00e3 Kh\u1ed5ng L\u1ed3 C\u00f4ng Ngh\u1ec7<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/pocketoption.com\/blog\/vt\/news-events\/news\/major-shifts-in-ai-stock-evaluations-key-analysts-revise-positions-on-tech-giants\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Nh\u1eefng Thay \u0110\u1ed5i L\u1edbn Trong \u0110\u00e1nh Gi\u00e1 C\u1ed5 Phi\u1ebfu AI: C\u00e1c Nh\u00e0 Ph\u00e2n T\u00edch Ch\u00ednh S\u1eeda \u0110\u1ed5i V\u1ecb Tr\u00ed Tr\u00ean C\u00e1c G\u00e3 Kh\u1ed5ng L\u1ed3 C\u00f4ng Ngh\u1ec7\" \/>\n<meta property=\"og:url\" content=\"https:\/\/pocketoption.com\/blog\/vt\/news-events\/news\/major-shifts-in-ai-stock-evaluations-key-analysts-revise-positions-on-tech-giants\/\" \/>\n<meta property=\"og:site_name\" content=\"Pocket Option blog\" \/>\n<meta property=\"article:published_time\" content=\"2025-07-22T16:10:04+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/pocketoption.com\/blog\/wp-content\/uploads\/2025\/07\/OpenAI-Set-to-Acquire-Coding-Assistant-Windsurf-in-3-Billion-Deal.webp\" \/>\n\t<meta property=\"og:image:width\" content=\"1840\" \/>\n\t<meta property=\"og:image:height\" content=\"700\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/webp\" \/>\n<meta name=\"author\" content=\"Tatiana OK\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Tatiana OK\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/pocketoption.com\/blog\/vt\/news-events\/news\/major-shifts-in-ai-stock-evaluations-key-analysts-revise-positions-on-tech-giants\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/pocketoption.com\/blog\/vt\/news-events\/news\/major-shifts-in-ai-stock-evaluations-key-analysts-revise-positions-on-tech-giants\/\"},\"author\":{\"name\":\"Tatiana OK\",\"@id\":\"https:\/\/pocketoption.com\/blog\/vt\/#\/schema\/person\/7021606f7d6abf56a4dfe12af297820d\"},\"headline\":\"Nh\u1eefng Thay \u0110\u1ed5i L\u1edbn Trong \u0110\u00e1nh Gi\u00e1 C\u1ed5 Phi\u1ebfu AI: C\u00e1c Nh\u00e0 Ph\u00e2n T\u00edch Ch\u00ednh S\u1eeda \u0110\u1ed5i V\u1ecb Tr\u00ed Tr\u00ean C\u00e1c G\u00e3 Kh\u1ed5ng L\u1ed3 C\u00f4ng Ngh\u1ec7\",\"datePublished\":\"2025-07-22T16:10:04+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/pocketoption.com\/blog\/vt\/news-events\/news\/major-shifts-in-ai-stock-evaluations-key-analysts-revise-positions-on-tech-giants\/\"},\"wordCount\":38,\"commentCount\":0,\"image\":{\"@id\":\"https:\/\/pocketoption.com\/blog\/vt\/news-events\/news\/major-shifts-in-ai-stock-evaluations-key-analysts-revise-positions-on-tech-giants\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/pocketoption.com\/blog\/wp-content\/uploads\/2025\/07\/OpenAI-Set-to-Acquire-Coding-Assistant-Windsurf-in-3-Billion-Deal.webp\",\"keywords\":[\"AI\",\"stock\",\"strategy\"],\"articleSection\":[\"News\"],\"inLanguage\":\"vt-VT\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/pocketoption.com\/blog\/vt\/news-events\/news\/major-shifts-in-ai-stock-evaluations-key-analysts-revise-positions-on-tech-giants\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/pocketoption.com\/blog\/vt\/news-events\/news\/major-shifts-in-ai-stock-evaluations-key-analysts-revise-positions-on-tech-giants\/\",\"url\":\"https:\/\/pocketoption.com\/blog\/vt\/news-events\/news\/major-shifts-in-ai-stock-evaluations-key-analysts-revise-positions-on-tech-giants\/\",\"name\":\"Nh\u1eefng Thay \u0110\u1ed5i L\u1edbn Trong \u0110\u00e1nh Gi\u00e1 C\u1ed5 Phi\u1ebfu AI: C\u00e1c Nh\u00e0 Ph\u00e2n T\u00edch Ch\u00ednh S\u1eeda \u0110\u1ed5i V\u1ecb Tr\u00ed Tr\u00ean C\u00e1c G\u00e3 Kh\u1ed5ng L\u1ed3 C\u00f4ng Ngh\u1ec7\",\"isPartOf\":{\"@id\":\"https:\/\/pocketoption.com\/blog\/vt\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/pocketoption.com\/blog\/vt\/news-events\/news\/major-shifts-in-ai-stock-evaluations-key-analysts-revise-positions-on-tech-giants\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/pocketoption.com\/blog\/vt\/news-events\/news\/major-shifts-in-ai-stock-evaluations-key-analysts-revise-positions-on-tech-giants\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/pocketoption.com\/blog\/wp-content\/uploads\/2025\/07\/OpenAI-Set-to-Acquire-Coding-Assistant-Windsurf-in-3-Billion-Deal.webp\",\"datePublished\":\"2025-07-22T16:10:04+00:00\",\"author\":{\"@id\":\"https:\/\/pocketoption.com\/blog\/vt\/#\/schema\/person\/7021606f7d6abf56a4dfe12af297820d\"},\"breadcrumb\":{\"@id\":\"https:\/\/pocketoption.com\/blog\/vt\/news-events\/news\/major-shifts-in-ai-stock-evaluations-key-analysts-revise-positions-on-tech-giants\/#breadcrumb\"},\"inLanguage\":\"vt-VT\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/pocketoption.com\/blog\/vt\/news-events\/news\/major-shifts-in-ai-stock-evaluations-key-analysts-revise-positions-on-tech-giants\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"vt-VT\",\"@id\":\"https:\/\/pocketoption.com\/blog\/vt\/news-events\/news\/major-shifts-in-ai-stock-evaluations-key-analysts-revise-positions-on-tech-giants\/#primaryimage\",\"url\":\"https:\/\/pocketoption.com\/blog\/wp-content\/uploads\/2025\/07\/OpenAI-Set-to-Acquire-Coding-Assistant-Windsurf-in-3-Billion-Deal.webp\",\"contentUrl\":\"https:\/\/pocketoption.com\/blog\/wp-content\/uploads\/2025\/07\/OpenAI-Set-to-Acquire-Coding-Assistant-Windsurf-in-3-Billion-Deal.webp\",\"width\":1840,\"height\":700},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/pocketoption.com\/blog\/vt\/news-events\/news\/major-shifts-in-ai-stock-evaluations-key-analysts-revise-positions-on-tech-giants\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/pocketoption.com\/blog\/vt\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Nh\u1eefng Thay \u0110\u1ed5i L\u1edbn Trong \u0110\u00e1nh Gi\u00e1 C\u1ed5 Phi\u1ebfu AI: C\u00e1c Nh\u00e0 Ph\u00e2n T\u00edch Ch\u00ednh S\u1eeda \u0110\u1ed5i V\u1ecb Tr\u00ed Tr\u00ean C\u00e1c G\u00e3 Kh\u1ed5ng L\u1ed3 C\u00f4ng Ngh\u1ec7\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/pocketoption.com\/blog\/vt\/#website\",\"url\":\"https:\/\/pocketoption.com\/blog\/vt\/\",\"name\":\"Pocket Option blog\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/pocketoption.com\/blog\/vt\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"vt-VT\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/pocketoption.com\/blog\/vt\/#\/schema\/person\/7021606f7d6abf56a4dfe12af297820d\",\"name\":\"Tatiana OK\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"vt-VT\",\"@id\":\"https:\/\/secure.gravatar.com\/avatar\/0e5382d258c3e430c69c7fcf955c3ccdee2ae00777d8745ed09f129ffca77c26?s=96&d=mm&r=g\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/0e5382d258c3e430c69c7fcf955c3ccdee2ae00777d8745ed09f129ffca77c26?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/0e5382d258c3e430c69c7fcf955c3ccdee2ae00777d8745ed09f129ffca77c26?s=96&d=mm&r=g\",\"caption\":\"Tatiana OK\"},\"url\":\"https:\/\/pocketoption.com\/blog\/vt\/author\/tatiana\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Nh\u1eefng Thay \u0110\u1ed5i L\u1edbn Trong \u0110\u00e1nh Gi\u00e1 C\u1ed5 Phi\u1ebfu AI: C\u00e1c Nh\u00e0 Ph\u00e2n T\u00edch Ch\u00ednh S\u1eeda \u0110\u1ed5i V\u1ecb Tr\u00ed Tr\u00ean C\u00e1c G\u00e3 Kh\u1ed5ng L\u1ed3 C\u00f4ng Ngh\u1ec7","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/pocketoption.com\/blog\/vt\/news-events\/news\/major-shifts-in-ai-stock-evaluations-key-analysts-revise-positions-on-tech-giants\/","og_locale":"en_US","og_type":"article","og_title":"Nh\u1eefng Thay \u0110\u1ed5i L\u1edbn Trong \u0110\u00e1nh Gi\u00e1 C\u1ed5 Phi\u1ebfu AI: C\u00e1c Nh\u00e0 Ph\u00e2n T\u00edch Ch\u00ednh S\u1eeda \u0110\u1ed5i V\u1ecb Tr\u00ed Tr\u00ean C\u00e1c G\u00e3 Kh\u1ed5ng L\u1ed3 C\u00f4ng Ngh\u1ec7","og_url":"https:\/\/pocketoption.com\/blog\/vt\/news-events\/news\/major-shifts-in-ai-stock-evaluations-key-analysts-revise-positions-on-tech-giants\/","og_site_name":"Pocket Option blog","article_published_time":"2025-07-22T16:10:04+00:00","og_image":[{"width":1840,"height":700,"url":"https:\/\/pocketoption.com\/blog\/wp-content\/uploads\/2025\/07\/OpenAI-Set-to-Acquire-Coding-Assistant-Windsurf-in-3-Billion-Deal.webp","type":"image\/webp"}],"author":"Tatiana OK","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Tatiana OK"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/pocketoption.com\/blog\/vt\/news-events\/news\/major-shifts-in-ai-stock-evaluations-key-analysts-revise-positions-on-tech-giants\/#article","isPartOf":{"@id":"https:\/\/pocketoption.com\/blog\/vt\/news-events\/news\/major-shifts-in-ai-stock-evaluations-key-analysts-revise-positions-on-tech-giants\/"},"author":{"name":"Tatiana OK","@id":"https:\/\/pocketoption.com\/blog\/vt\/#\/schema\/person\/7021606f7d6abf56a4dfe12af297820d"},"headline":"Nh\u1eefng Thay \u0110\u1ed5i L\u1edbn Trong \u0110\u00e1nh Gi\u00e1 C\u1ed5 Phi\u1ebfu AI: C\u00e1c Nh\u00e0 Ph\u00e2n T\u00edch Ch\u00ednh S\u1eeda \u0110\u1ed5i V\u1ecb Tr\u00ed Tr\u00ean C\u00e1c G\u00e3 Kh\u1ed5ng L\u1ed3 C\u00f4ng Ngh\u1ec7","datePublished":"2025-07-22T16:10:04+00:00","mainEntityOfPage":{"@id":"https:\/\/pocketoption.com\/blog\/vt\/news-events\/news\/major-shifts-in-ai-stock-evaluations-key-analysts-revise-positions-on-tech-giants\/"},"wordCount":38,"commentCount":0,"image":{"@id":"https:\/\/pocketoption.com\/blog\/vt\/news-events\/news\/major-shifts-in-ai-stock-evaluations-key-analysts-revise-positions-on-tech-giants\/#primaryimage"},"thumbnailUrl":"https:\/\/pocketoption.com\/blog\/wp-content\/uploads\/2025\/07\/OpenAI-Set-to-Acquire-Coding-Assistant-Windsurf-in-3-Billion-Deal.webp","keywords":["AI","stock","strategy"],"articleSection":["News"],"inLanguage":"vt-VT","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/pocketoption.com\/blog\/vt\/news-events\/news\/major-shifts-in-ai-stock-evaluations-key-analysts-revise-positions-on-tech-giants\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/pocketoption.com\/blog\/vt\/news-events\/news\/major-shifts-in-ai-stock-evaluations-key-analysts-revise-positions-on-tech-giants\/","url":"https:\/\/pocketoption.com\/blog\/vt\/news-events\/news\/major-shifts-in-ai-stock-evaluations-key-analysts-revise-positions-on-tech-giants\/","name":"Nh\u1eefng Thay \u0110\u1ed5i L\u1edbn Trong \u0110\u00e1nh Gi\u00e1 C\u1ed5 Phi\u1ebfu AI: C\u00e1c Nh\u00e0 Ph\u00e2n T\u00edch Ch\u00ednh S\u1eeda \u0110\u1ed5i V\u1ecb Tr\u00ed Tr\u00ean C\u00e1c G\u00e3 Kh\u1ed5ng L\u1ed3 C\u00f4ng Ngh\u1ec7","isPartOf":{"@id":"https:\/\/pocketoption.com\/blog\/vt\/#website"},"primaryImageOfPage":{"@id":"https:\/\/pocketoption.com\/blog\/vt\/news-events\/news\/major-shifts-in-ai-stock-evaluations-key-analysts-revise-positions-on-tech-giants\/#primaryimage"},"image":{"@id":"https:\/\/pocketoption.com\/blog\/vt\/news-events\/news\/major-shifts-in-ai-stock-evaluations-key-analysts-revise-positions-on-tech-giants\/#primaryimage"},"thumbnailUrl":"https:\/\/pocketoption.com\/blog\/wp-content\/uploads\/2025\/07\/OpenAI-Set-to-Acquire-Coding-Assistant-Windsurf-in-3-Billion-Deal.webp","datePublished":"2025-07-22T16:10:04+00:00","author":{"@id":"https:\/\/pocketoption.com\/blog\/vt\/#\/schema\/person\/7021606f7d6abf56a4dfe12af297820d"},"breadcrumb":{"@id":"https:\/\/pocketoption.com\/blog\/vt\/news-events\/news\/major-shifts-in-ai-stock-evaluations-key-analysts-revise-positions-on-tech-giants\/#breadcrumb"},"inLanguage":"vt-VT","potentialAction":[{"@type":"ReadAction","target":["https:\/\/pocketoption.com\/blog\/vt\/news-events\/news\/major-shifts-in-ai-stock-evaluations-key-analysts-revise-positions-on-tech-giants\/"]}]},{"@type":"ImageObject","inLanguage":"vt-VT","@id":"https:\/\/pocketoption.com\/blog\/vt\/news-events\/news\/major-shifts-in-ai-stock-evaluations-key-analysts-revise-positions-on-tech-giants\/#primaryimage","url":"https:\/\/pocketoption.com\/blog\/wp-content\/uploads\/2025\/07\/OpenAI-Set-to-Acquire-Coding-Assistant-Windsurf-in-3-Billion-Deal.webp","contentUrl":"https:\/\/pocketoption.com\/blog\/wp-content\/uploads\/2025\/07\/OpenAI-Set-to-Acquire-Coding-Assistant-Windsurf-in-3-Billion-Deal.webp","width":1840,"height":700},{"@type":"BreadcrumbList","@id":"https:\/\/pocketoption.com\/blog\/vt\/news-events\/news\/major-shifts-in-ai-stock-evaluations-key-analysts-revise-positions-on-tech-giants\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/pocketoption.com\/blog\/vt\/"},{"@type":"ListItem","position":2,"name":"Nh\u1eefng Thay \u0110\u1ed5i L\u1edbn Trong \u0110\u00e1nh Gi\u00e1 C\u1ed5 Phi\u1ebfu AI: C\u00e1c Nh\u00e0 Ph\u00e2n T\u00edch Ch\u00ednh S\u1eeda \u0110\u1ed5i V\u1ecb Tr\u00ed Tr\u00ean C\u00e1c G\u00e3 Kh\u1ed5ng L\u1ed3 C\u00f4ng Ngh\u1ec7"}]},{"@type":"WebSite","@id":"https:\/\/pocketoption.com\/blog\/vt\/#website","url":"https:\/\/pocketoption.com\/blog\/vt\/","name":"Pocket Option blog","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/pocketoption.com\/blog\/vt\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"vt-VT"},{"@type":"Person","@id":"https:\/\/pocketoption.com\/blog\/vt\/#\/schema\/person\/7021606f7d6abf56a4dfe12af297820d","name":"Tatiana OK","image":{"@type":"ImageObject","inLanguage":"vt-VT","@id":"https:\/\/secure.gravatar.com\/avatar\/0e5382d258c3e430c69c7fcf955c3ccdee2ae00777d8745ed09f129ffca77c26?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/0e5382d258c3e430c69c7fcf955c3ccdee2ae00777d8745ed09f129ffca77c26?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/0e5382d258c3e430c69c7fcf955c3ccdee2ae00777d8745ed09f129ffca77c26?s=96&d=mm&r=g","caption":"Tatiana OK"},"url":"https:\/\/pocketoption.com\/blog\/vt\/author\/tatiana\/"}]}},"po_author":null,"po__editor":null,"po_last_edited":null,"wpml_current_locale":"vt_VT","wpml_translations":{"pt_AA":{"locale":"pt_AA","id":319939,"slug":"major-shifts-in-ai-stock-evaluations-key-analysts-revise-positions-on-tech-giants","post_title":"Principais Mudan\u00e7as nas Avalia\u00e7\u00f5es de A\u00e7\u00f5es de IA: Analistas Principais Revisam Posi\u00e7\u00f5es sobre Gigantes da Tecnologia","href":"https:\/\/pocketoption.com\/blog\/pt\/news-events\/news\/major-shifts-in-ai-stock-evaluations-key-analysts-revise-positions-on-tech-giants\/"}},"_links":{"self":[{"href":"https:\/\/pocketoption.com\/blog\/vt\/wp-json\/wp\/v2\/posts\/319944","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/pocketoption.com\/blog\/vt\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/pocketoption.com\/blog\/vt\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/pocketoption.com\/blog\/vt\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/pocketoption.com\/blog\/vt\/wp-json\/wp\/v2\/comments?post=319944"}],"version-history":[{"count":0,"href":"https:\/\/pocketoption.com\/blog\/vt\/wp-json\/wp\/v2\/posts\/319944\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/pocketoption.com\/blog\/vt\/wp-json\/wp\/v2\/media\/301454"}],"wp:attachment":[{"href":"https:\/\/pocketoption.com\/blog\/vt\/wp-json\/wp\/v2\/media?parent=319944"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/pocketoption.com\/blog\/vt\/wp-json\/wp\/v2\/categories?post=319944"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/pocketoption.com\/blog\/vt\/wp-json\/wp\/v2\/tags?post=319944"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}