AMD四季度指引逊色，但看好AI芯片销售，盘后跌近5%后一度转涨

华尔街见闻2023-11-01

AMD三季度营收和EPS盈利超预期增长4%，但除PC业务同比猛增42%外，数据中心等其他业务当季收入均同比下滑，四季度营收指引低于预期，下调游戏业务销售预期，称AI芯片MI300料将四季度量产、将是公司史上最快销售额达10亿美元产品，预计其所在的数据中心GPU业务四季度收入4亿美元、明年20亿。尽管和老对手英特尔一样三季度业绩优于预期，美国芯片巨头AMD的四季度指引却让投资者失望，受到游戏市场疲软...

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