来源:华尔街见闻芯片大厂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,关税等特朗普政府贸易政策的打击还没有华尔街预期的严重,带来了AI芯片巨头英伟达也可能交出亮眼业绩的希望。分析认为,美国的新芯片出口限制给AMD未来的收益蒙上阴影,但本次AMD的指引优于预期,提振了投资者的信心。AMD指引强劲得益于,市场对能创建和运行AI软件的高端...
Source Link来源:华尔街见闻芯片大厂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,关税等特朗普政府贸易政策的打击还没有华尔街预期的严重,带来了AI芯片巨头英伟达也可能交出亮眼业绩的希望。分析认为,美国的新芯片出口限制给AMD未来的收益蒙上阴影,但本次AMD的指引优于预期,提振了投资者的信心。AMD指引强劲得益于,市场对能创建和运行AI软件的高端...
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