AI智能体引爆CPU需求!瑞穗预计2030年市场规模达2090亿美元 上调AMD(AMD.US)、英特尔(INTC.US)等目标价

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【AI智能体引爆CPU需求!瑞穗预计2030年市场规模达2090亿美元 上调AMD(AMD.US)、英特尔(INTC.US)等目标价】智通财经APP获悉,瑞穗表示,随着AI智能体应用场景快速增加,服务器CPU需求有望迎来大幅增长,并进一步带动DRAM、NAND以及服务器设备需求。基于对AI智能体基础设施需求的最新预测,瑞穗上调AMD(AMD.US)、英特尔(INTC.US)、戴尔(DELL.US)、闪迪(SNDK.US)和超微电脑(SMCI.US)目标价,同时重申英伟达(NVDA.US)和美光科技(MU.US)的看多观点。

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