金吾财讯 | 美国超微公司(AMD)盘前跌幅扩至8.5%，报221.4美元。AMD预计Q1营收98亿美元（包含中国MI308营收1亿美元），同比增长32%，但环比下滑5%，略高于分析师预期的96.7亿美元，但这一预测仍低于第四季度102.7亿美元的预期。AMD预计NonGAAP毛利率55%，同比提升1.3个百分点，但环比下滑2个百分点，NonGAAP净利润20.7亿美元，同比增长32%，但环比下滑18%。伯恩斯坦分析师斯泰西·拉斯贡表示：“在如此激烈的环境下，如果没有中国的推动，整体结果并没有超出‘正常水平’。”她还补充说，近期人工智能数据“并没有真正出现转机”。
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