沙特6000亿美元投资加持,AMD翻盘?汇丰突然不看空了!

金十数据
28 May

汇丰全球研究部的分析师周二将AMD(AMD.O)的股票评级上调至“持有”,原因在于美国与沙特之间的新协议,以及AMD即将推出的人工智能芯片带来了未来上涨的潜力。本月早些时候,特朗普政府宣布,沙特将在多个美国行业(包括科技和国防)中投入6000亿美元的投资。尽管分析师称该协议在“长期可服务市场总量(TAM)机会”方面颇具吸引力,但他们也指出,目前来看,2025年的任何潜在上涨尚不明确。与此同时,...

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