在周一的交易中，半导体公司AMD因与微软支持的OpenAI达成大规模基础设施交易引发市场强烈反响，Jefferies将AMD评级从“持有”上调至“买入”，目标价更由170美元大幅调升至300美元。以布莱恩·柯蒂斯为首的Jefferies分析师团队在投资者报告中指出，此次合作有望在未来四年内为AMD带来超过1000亿美元的收入，涵盖来自OpenAI、新客户及现有客户的增量业务。
柯蒂斯强调，结束亚洲之行后，对AMD前景的乐观情绪进一步升温。其即将推出的Venice服务器CPU预计将推动AMD在服务器CPU市场的份额每年增长超500个基点。尽管在AI芯片量产节奏方面，ODM厂商未带来显著利好，但OpenAI宣布成为AMD主要客户后，到2030年，有望通过部署6GW计算能力带来800亿至1000亿美元收入，这将极大改写市场预期。OpenAI正持续扩张AI算力版图，计划从英伟达(NVDA.US)、AMD及博通(AVGO.US)采购设备以支撑其算力需求。
受此利好推动，AMD股价在周一收盘时飙升23.7%，周二盘前交易中继续上涨1.98%。
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.
