异动解读|美国超微公司盘前上涨3.09%,多家投行密集上调目标价叠加韩国AI研究中心落地

行情直击
Jul 27

7月27日,美国超微公司盘前上涨3.09%,报536.3美元/股,成交额2193.51万美元。

消息面上,AMD Advancing AI大会后多家投行密集上调目标价:Futurum升至800美元,瑞银上调至730美元,Cantor Fitzgerald上调至700美元,Melius Research上调至660美元,美银上调至620美元。RBC指出,AMD与Anthropic合作预计带来100亿至200亿美元增量收入,2027年EPS预期大幅上调至14.96美元。同日,AMD宣布将在韩国设立AI卓越中心,与韩国科学技术信息通信部签署AI芯片生态系统合作备忘录,推动开放式AI基础设施生态建设。此前7月24日AMD因半导体板块系统性抛压下跌3.63%,本次盘前上涨系密集利好消化后的修复性反弹。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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