《大行报告》富瑞下调AMD(AMD.US)目标价至130美元重申“买入”评级

阿斯达克财经2023-11-02

富瑞发表报告指，AMD(AMD.US) 第三季销售收入58亿美元，高市场预期1.8%；毛利率51.1%，较市场预期高出20点子；每股盈利70美仙，较市场预期高出2.5%；惟第四季每股盈利展望76美仙，则较市场预期的89美仙低出14%，主要因为集成芯片FPGA及数据中心业务较为疲弱，但公司预期AI芯片MI300明年交付收入达20亿元美元，高于市场预期的介乎10亿至15亿美元，消息属正面惊喜，亦令...

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萧谭
2023-11-02
萧谭
中国是一个巨大的市场，谁拥有中国芯片市场，谁就拥有未来！

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《大行报告》富瑞下调AMD(AMD.US)目标价至130美元 重申“买入”评级

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《大行报告》富瑞下调AMD(AMD.US)目标价至130美元重申“买入”评级