美国超微公司正在努力增加来自客户的订单，Seaport分析师Jay Goldberg表示，他将该股评级从买入下调至中性。这家芯片制造商正在改进其MI系列加速器，但"许多重要客户只购买了评估系统，这些系统在至少一代MI系统中不太可能转化为批量订单"，Goldberg说道。微软和Meta等客户也可能重新评估其人工智能支出计划，导致订单减少。该公司使用折扣的做法也变得更加普遍，这可能导致其在与供应商谈判时失去优势，从而损害利润率，Goldberg表示。
美国超微公司正在努力增加来自客户的订单，Seaport分析师Jay Goldberg表示，他将该股评级从买入下调至中性。这家芯片制造商正在改进其MI系列加速器，但"许多重要客户只购买了评估系统，这些系统在至少一代MI系统中不太可能转化为批量订单"，Goldberg说道。微软和Meta等客户也可能重新评估其人工智能支出计划，导致订单减少。该公司使用折扣的做法也变得更加普遍，这可能导致其在与供应商谈判时失去优势，从而损害利润率，Goldberg表示。
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