大行评级|花旗:维持超微电脑“中性”评级 预计第四财季收入按季增长32%

格隆汇
14 Jul

花旗发表研究报告指,超微电脑预计8月初公布业绩,预测2025财年第四季收入将达到60.7亿美元,按年增长13.4%,按季增长32%;毛利率料达10%,每股盈利预测为0.45美元,对比市场普遍预期为60.05亿美元、10.1%及0.46美元。花旗指,行业需求持续,GB200/300产品自5月起显著放量,加上企业AI发展兴旺,令管理层对未来两季订单情况维持乐观看法。但考虑到市场及AI同业估值上升,以及...

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