瑞穗证券周一发布报告上调AMD(AMD.US)和超微电脑(SMCI.US)的业绩预期，主要基于两家科技巨头近期在中东地区达成的重要合作协议。
分析师Vijay Rakesh在给客户的一份报告中写道：“特朗普中东之行带来政策利好，超微电脑宣布与DataVolt达成200亿美元战略合作，AMD则与HUMAIN签订100亿美元协议，而英伟达(NVDA.US)也将受益于每年向阿联酋供应50万块GPU的长期订单。”
分析师特别强调，AMD和英伟达在中东签署的500兆瓦级数据中心合作协议意义重大。这项为期五年的合作协议预计将为英伟达带来28万块GPU的订单，而AMD可能获得高达35万块的采购量。
针对超微电脑，Rakesh补充道，其与DataVolt达成的200亿美元合作伙伴关系同样具有重大战略价值。基于这些合作前景，瑞穗将AMD目标价从117美元上调至135美元，超微电脑目标价则由30美元调升至40美元。
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