2026年2月4日，瑞士银行（瑞银）宣布将美国超威半导体公司（AMD）股票目标价由330美元下调至310美元。此次调整发生于美国纽约，由瑞银全球研究部发布，主要基于对AI芯片市场竞争加剧及短期数据中心业务增长放缓的评估。下调反映机构对AMD未来12个月盈利预期的审慎修正，但维持“买入”评级。分析指出，调整不改变其长期技术竞争力判断，但强调需关注客户订单能见度及新品落地节奏。
Source Link2026年2月4日，瑞士银行（瑞银）宣布将美国超威半导体公司（AMD）股票目标价由330美元下调至310美元。此次调整发生于美国纽约，由瑞银全球研究部发布，主要基于对AI芯片市场竞争加剧及短期数据中心业务增长放缓的评估。下调反映机构对AMD未来12个月盈利预期的审慎修正，但维持“买入”评级。分析指出，调整不改变其长期技术竞争力判断，但强调需关注客户订单能见度及新品落地节奏。
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