罗森布拉特维持AMD“买入”评级,称收购World Labs将补强AI软件与系统能力

智通财经
Sep 29
【罗森布拉特维持AMD“买入”评级,称收购World Labs将补强AI软件与系统能力】罗森布拉特在AMD以82亿美元全股票交易收购World Labs后,维持其“买入”评级和700美元目标价。该机构认为,这笔交易将扩大AMD在AI软件、模型和仿真领域的能力,并有助于其从传统芯片设计进一步向系统级AI平台延伸。罗森布拉特指出,随着AI市场快速发展,竞争所需能力已不再局限于半导体本身,World Labs的工程团队可加快AMD系统级AI平台开发,并帮助公司进入机器人等新市场。该机构还认为,此次收购相当于提前投入未来原本需要自行承担的研发支出,因此认可管理层借助并购加快AI能力建设的选择。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10