电子:全球科技业绩快报:AMD 2Q25

海通国际
Aug 07

(以下内容从海通国际《电子:全球科技业绩快报:AMD 2Q25》研报附件原文摘录)事件AMD FY2Q25业绩表现:2Q25收入为$76.9亿,高于市场一致预期$74.3亿。Non-GAAP EPS为$0.48,符合市场一致预期。主要得益于EPYC和Ryzen处理器销售的增长,抵消了出口管制对Instinct销售造成的影响。收入按业务板块划分,2Q25收入:数据中心收入$32亿,14%YoY,营业...

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