AI芯片制造商AMD宣布60亿美元股票回购计划,股价应声大涨近5%

路透中文
May 15, 2025
AI芯片制造商AMD宣布60亿美元股票回购计划,股价应声大涨近5%

路透5月14日 - AMD(超威/超微)AMD.O周三宣布一项60亿美元的股票回购新计划,加入了一系列寻求减少流通股的芯片制造商行列。助推芯片股上涨的人工智能$(AI)$热潮显现一些放缓迹象。

AMD股价周三收盘上涨4.7%。今年迄今该公司股价下跌超过6%,相比之下指标费城半导体指数.SOX的跌幅不到1%。

此次回购将AMD的回购授权总额提升至约100亿美元。就在前一天,该公司刚宣布与Humain达成100亿美元合作协议。此前多家美国科技企业在中东达成了人工智能交易。

整个芯片行业都面临AI相关支出疑虑和全球贸易战冲击的压力,AMD表现逊于同业,因市场对其在AI领域的竞争力存在疑虑。

AMD首席执行官Lisa Su在一份声明中表示:“我们扩大股票回购计划反映出董事会对AMD的战略方向、成长前景以及持续产生强劲自由现金流的能力充满信心。”

然而,在截至3月的三个月,AMD自由现金流骤降逾33%至7.27亿美元。截至3月29日,其现金及现金等价物为60.5亿美元,而流动负债达77 亿美元。(完)

(编审 李爽)

((shuang.li@thomsonreuters.com; 86-10-56692085))

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