美银上调AMD目标价 料其AI收入将增长数十亿美元

新浪财经
30 Jul

美银证券在AMD发布Q2财报前,将其目标价从175美元上调至200美元,理由是人工智能和CPU市场的强劲增长势头。新目标价较当前股价仍有近13%的上涨空间。维持“买入”评级的美银分析师Vivek Arya预计,到2026年AMD将在CPU和AI GPU市场获得显著份额。目前AMD在CPU市场的占有率不足20%,但Arya预计这一数字到2026年将超过30%。Arya特别指出GPU业务的发展机遇,...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10