周二,英特尔和AMD的股价逆市大涨。消息面上,KeyBanc Capital Markets将英特尔和AMD评级上调至“增持”,目标价分别为60美元和270美元。该行称,这两家芯片制造商2026年的服务器CPU基本售罄,这一情况源于服务器与个人电脑处理器需求超预期增长,导致芯片库存加速消耗。
周二,英特尔和AMD的股价逆市大涨。消息面上,KeyBanc Capital Markets将英特尔和AMD评级上调至“增持”,目标价分别为60美元和270美元。该行称,这两家芯片制造商2026年的服务器CPU基本售罄,这一情况源于服务器与个人电脑处理器需求超预期增长,导致芯片库存加速消耗。
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