超微电脑财报解读:市场对人工智能的重大革新依然不买账

美股研究社
Feb 11

12 月季度业绩大爆发由于过去一年接连出现会计问题、多次未达财务目标,市场对超微电脑仍抱有极大不信任感。这家 AI 基础设施企业此前曾预告,受上一季度订单延迟影响,2026 财年第二季度业绩将会大幅增长,最终公司交出的成绩单如下:超微电脑此前在第一财季拿到了130 亿美元的布莱克韦尔 Ultra GPU 订单,当时给出的第二财季营收指引为 100 亿~110 亿美元。结果公司最终实现季度营收 ...

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