金吾财讯 | Stifel(SFB)在超威半导体(AMD)、英特尔(INTC)、莱迪思半导体(LSCC)财报发布前上调三家公司目标价。
将AMD 目标价由 280 美元上调至 320 美元，英特尔由 42 美元上调至 65 美元，莱迪思由 110 美元上调至 130 美元。
该行看好 AMD，指其获 Meta 与 OpenAI 长期订单、CPU 出货逆势提升，MI450/Helios 即将推出；看好莱迪思 FPGA 服务器搭载率提升，2025 年服务器收入增长 85%，执行风险更低；不过，该行虽上调了英特尔目标价，但认为其短期毛利率偏低（30%-35%）且 AI 算力策略不足。
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