金吾财讯 | 美国超微公司(AMD)盘前涨超2%，截至发稿，报102.42美元。消息面上，美银证劵的研究报告表示，将超微评级由“中性”升至“买入”，目标价由105美元升至120美元。相当于预测明年市盈率21倍(原先为20倍)。该行指，公司首季亮丽的财报及次季强劲的销售展望回应了该行就内地AI限制及公司与英伟达(NVDA)在GPU领域竞争之顾虑。该行对其今年至2027年各年列账每股盈测分别上调4%、6%及11%，至3.8美元、5.6美元及6.81美元。该行补充，升公司评级的原因是公司有望在今明两财年达到逾20%的收入增长；持续从英特尔(INTC)抢占个人电脑及服务器CPU的市占率；AI GPU销售目标可达，下半年因新MI350产品推出而加快；EBIT毛利率具上升空间，料在2027财年达30%(2025财年料22%)；以及估值吸引。
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