AMD分析師日未宣佈更多客戶勝利 -- 市場動向

投資觀察

11/12

0929 ET - 美國超微公司於週二舉行的財務分析師日展示了公司技術路線圖的進展，並討論了與OpenAI和甲骨文的近期合作。然而，Oppenheimer的分析師在一份研究報告中指出，此次活動並未宣佈任何額外的客戶勝利。儘管如此，這家芯片製造商表示預計未來幾年收入將因數據中心業務的強勁需求而快速增長，預計未來三到五年複合年增長率將超過60%。AMD在盤前交易中上漲6%。 (connor.hart@wsj.com)

(結束) 道瓊斯通訊社

2025年11月12日 09:29 ET (14:29 GMT)

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

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美國超微公司於週二舉行的財務分析師日展示了公司技術路線圖的進展，並討論了與OpenAI和甲骨文的近期合作。然而，Oppenheimer的分析師在一份研究報告中指出，此次活動並未宣佈任何額外的客戶勝利。儘管如此，這家芯片製造商表示預計未來幾年收入將因數據中心業務的強勁需求而快速增長，預計未來三到五年複合年增長率將超過60%。AMD在盤前交易中上漲6%。 (connor.hart@wsj.com)</p>\n<p>(結束) 道瓊斯通訊社</p>\n<p>2025年11月12日 09:29 ET (14:29 GMT)</p>\n<p>版權所有 (c) 2025 道瓊斯公司。</p>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD分析師日未宣佈更多客戶勝利 -- 市場動向</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD分析師日未宣佈更多客戶勝利 -- 市場動向\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1076224072\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">投資觀察 </p>\n<p class=\"h-time smaller\">2025-11-12 22:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>0929 ET - 美國超微公司於週二舉行的財務分析師日展示了公司技術路線圖的進展，並討論了與OpenAI和甲骨文的近期合作。然而，Oppenheimer的分析師在一份研究報告中指出，此次活動並未宣佈任何額外的客戶勝利。儘管如此，這家芯片製造商表示預計未來幾年收入將因數據中心業務的強勁需求而快速增長，預計未來三到五年複合年增長率將超過60%。AMD在盤前交易中上漲6%。 (connor.hart@wsj.com)</p>\n<p>(結束) 道瓊斯通訊社</p>\n<p>2025年11月12日 09:29 ET (14:29 GMT)</p>\n<p>版權所有 (c) 2025 道瓊斯公司。</p>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4575","symbol_name":"芯片概念","start_time":0,"source_url":"","article_id":"1153489610","we_media_id":"1076224072","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1153489610","pubTimestamp":1762957919,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"投資觀察","introduction":"关注海外资本市场一手动态","home_visible":1,"id":"1076224072","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"summary":"0929 ET - 美國超微公司於週二舉行的財務分析師日展示了公司技術路線圖的進展，並討論了與OpenAI和甲骨文的近期合作。然而，Oppenheimer的分析師在一份研究報告中指出，此次活動並未宣佈任何額外的客户勝利。儘管如此，這家芯片製造商表示預計未來幾年收入將因數據中心業務的強勁需求而快速增長，預計未來三到五年複合年增長率將超過60%。AMD在盤前交易中上漲6%。 (connor.hart@wsj.com)\n(結束) 道瓊斯通訊社\n2025年11月12日 09:29 ET (14:29 GMT)\n版權所有 (c) 2025 道瓊斯公司。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4575":"芯片概念","BK6088":"石油天然气设备与服务","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0320765489.SGD":"FTIF - 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