超威半导体FY25Q1业绩点评及业绩说明会纪要:数据中心和客户端业务持续改善 推动业绩快速增长

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事项:2025 年5 月7 日AMD 发布FY2025Q1 报告,FY2025Q1 截止至2025 年3 月29 日,并召开业绩说明会。评论:1.业绩情况:25Q1 营收74 亿美元,同比增长36%。GAAP 毛利率为50%,同比+3pcts;Non-GAAP 毛利率为54%,同比+2pcts。Non-GAAP EPS 为0.96 美元(市场一致预期0.94 美元)。2. 业务板块情况:(1)...

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