AMD最新发布的2025年第四季度财报虽在营收上超出市场预期，但其背后亮眼的数字并未能完全打消华尔街的疑虑。核心在于，公司运营支出超出预期，持续限制着盈利能力的释放，市场正将关注焦点转向其能否在下半年凭借机架规模AI产品实现关键性突破。据摩根士丹利、高盛等多家华尔街投行分析，AMD第四季度实现营收103亿美元，同比增长34%，环比增长11%，显著超越市场普遍预期的96.7亿美元。然而，市场认为这一...
Source LinkAMD最新发布的2025年第四季度财报虽在营收上超出市场预期，但其背后亮眼的数字并未能完全打消华尔街的疑虑。核心在于，公司运营支出超出预期，持续限制着盈利能力的释放，市场正将关注焦点转向其能否在下半年凭借机架规模AI产品实现关键性突破。据摩根士丹利、高盛等多家华尔街投行分析，AMD第四季度实现营收103亿美元，同比增长34%，环比增长11%，显著超越市场普遍预期的96.7亿美元。然而，市场认为这一...
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