“全年非常看多”!AMD电话会回应质疑:OpenAI 6GW订单“步入正轨”,MI450下半年将“大幅放量”

华尔街见闻
Feb 04

隔夜,英伟达劲敌AMD交出了一份数据中心收入创纪录的成绩单,然而公司盘后股价跌幅一度接近8%,市场对Q1营收指引(98亿美元)的失望情绪笼罩全场。在随后的电话会上,AMD管理层试图安抚市场:真正的AI放量在下半年,路径已非常清晰。“我们看全年时,非常看多(very bullish)。”苏姿丰强调2026年的核心看点是数据中心两条增长线并行推进:一条是服务器CPU延续强势,另一条是数据中心AI在...

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