CFRA上调AMD评级，看多其开源AI软件进展及重返中国市场潜力_老虎社区_美港股上老虎

CFRA上调AMD评级，看多其开源AI软件进展及重返中国市场潜力

智通财经2025-06-25

6月25日，知名投资机构CFRA宣布将半导体企业AMD(AMD.US)的股票评级从“买入”上调至“强力买入”，目标价从每股125美元大幅上调至165美元。受此利好消息刺激，AMD股价当日涨幅接近6%。该机构分析师安杰洛·齐诺在研报中指出，此次评级调整主要基于三大核心逻辑。首先，齐诺认为AMD与行业龙头英伟达(NVDA.US)的竞争格局将在2026年出现实质性改变。随着AMD计划于当年推出新一代AI...

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