AMD(AMD.US)周二的财务分析师日强调了公司技术路线图的进展，并讨论了近期与OpenAI和甲骨文的合作。然而，Oppenheimer的分析师在一份研究报告中表示，至关重要的是，该活动没有宣布任何增量的新客户。尽管如此，这家芯片制造商表示，预计在未来几年，随着数据中心业务的强劲需求，营收增长将加速，其中预测未来三到五年内，该业务的年复合增长率将超过60%。瑞银分析师指出，AMD可能面临一些供应挑战。不过从广义上讲，如果该公司哪怕只实现了（周二）提出的目标的一小部分，其股价在未来12个月内应该会继续走高。
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