芯片制造行业复苏助推AMD估值,花旗上调目标价至145美元

智通财经
10 Jul

7月10日,在花旗集团分析师Christopher Danely上调目标价后,AMD(AMD.US)股价在周二盘前交易中上涨约2%。Danely将AMD的目标价从120美元上调至145美元,同时维持“中性”评级。他指出,行业整体环境的改善有望在未来几个季度为芯片制造商提供有力支撑。

市场普遍预计AMD将于8月5日公布第二季度财报,分析师预期其每股收益为0.49美元,营收为74.1亿美元。若实际业绩超出预期,可能进一步提振市场对该股的看涨情绪。

Danely表示,目前终端市场需求依然强劲,许多企业正在补充库存,这一趋势有望推动AMD的业务增长。他强调,此次上调预期反映的是半导体订单的逐步回暖,而非突然反转。

在经历长期低迷后,芯片制造行业已逐步企稳。与此同时,AMD在数据中心和PC芯片领域的持续布局,也为其未来发展增添了吸引力。随着芯片行业复苏势头延续,若AMD后续业绩持续超预期,或将赢得更多分析师的积极评价。

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