超微电脑的“以价换量”战略与380亿营收路径

美港股观察社
Nov 10

作者:Stone Fox Capital编译:美港股观察社超微电脑在发布不及预期的财报后股价受挫,但市场似乎误解了相关数据。这家人工智能基础设施公司凭借强劲的订单指引,业务有望大幅反弹。陷入困惑的市场超微电脑在发布以下2026财年第一季度业绩数据后,股价迅速下挫:该公司此前已发布2026财年第一季度初步营收指引,仅为50亿美元,而分析师普遍预期高达近65亿美元。遗憾的是,并非所有分析师都能如此迅速...

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