Jefferies上调AMD目标价至300美元，看好其与OpenAI合作前景_老虎社区_美港股上老虎

Jefferies上调AMD目标价至300美元，看好其与OpenAI合作前景

智通财经10-08

在周一的交易中，半导体公司AMD因与微软支持的OpenAI达成大规模基础设施交易引发市场强烈反响，Jefferies将AMD评级从“持有”上调至“买入”，目标价更由170美元大幅调升至300美元。以布莱恩·柯蒂斯为首的Jefferies分析师团队在投资者报告中指出，此次合作有望在未来四年内为AMD带来超过1000亿美元的收入，涵盖来自OpenAI、新客户及现有客户的增量业务。柯蒂斯强调，结束亚洲...

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