花旗发表研究报告指，AMD将于本月12日举行Advancing AI活动，预期将推出其最新AI产品MI355X，并谈论其即将推出的MI400产品。另估计AMD将于会上重点介绍新客户，如亚马逊AWS或可能包括Open AI。
该行预料MI400产品将于明年下半年量产，至于MI355X将搭载更多HBM存储器，相较英伟达的B200系列定价显著较低。此外，AMD的开源软件生态系统ROCm对特定客户(如Meta)具有优势。
该行相信AMD今年下半年可能带来正面惊喜，目标价从100美元上调至120美元，今年每股盈利预测由2.77美元下调至2.34美元，预期因中国出口管制而产生的8亿美元一次性费用，维持中性评级。
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