一季度AMD营收同比增36%、加快增长,PC芯片所在客户端业务收入提速增长68%、且再创单季新高,数据中心收入增长放缓至57%、仍高于预期。二季度营收指引中值放缓增长至近27%,仍强于预期;计入出口管制产生8亿美元费用影响后,二季度毛利率料降至43%,不计影响持平一季度。芯片大厂AMD今年一季度的营收超预期强劲增长,二季度营收指引放缓仍强于预期,显示应用人工智能(AI)的相关需求仍给力,关税等...
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