摩根大通给超微电脑增持评级，预计AI服务器市场将加速增长

智通财经网03-25

周一，超微电脑股价走高，截至发稿涨幅超8%。消息面上，摩根大通首次覆盖超微电脑，给予“增持”评级，目标价1150美元。该行分析师Samik Chatterjee在一份报告中写道：“超微电脑是人工智能计算市场的领先公司，该市场正在蓬勃发展，需求来自训练人工智能模型、二级云服务提供商和企业的检索增强一代，以及最终的人工智能推理工作负载。”Chatterjee继续指出：“我们预计超微电脑的领导地位将继续...

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老刘_2177
03-26
老刘_2177
建议小编不要再使用“妖股”这两个字[暗中观察]
老当益壮铁树开花
03-25
老当益壮铁树开花
这是摩根大通给高盛捧场啊

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href=\"http://www.zhitongcaijing.com/content/detail/1091836.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/195c99fee91cf0905dfbdb521994bd40","relate_stocks":{"SMCI":"超微电脑"},"source_url":"http://www.zhitongcaijing.com/content/detail/1091836.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2422510530","content_text":"周一，超微电脑股价走高，截至发稿涨幅超8%。消息面上，摩根大通首次覆盖超微电脑，给予“增持”评级，目标价1150美元。该行分析师Samik Chatterjee在一份报告中写道：“超微电脑是人工智能计算市场的领先公司，该市场正在蓬勃发展，需求来自训练人工智能模型、二级云服务提供商和企业的检索增强一代，以及最终的人工智能推理工作负载。”Chatterjee继续指出：“我们预计超微电脑的领导地位将继续保持，这得益于定制解决方案与快速上市的平衡。此外，我们对该公司股价上涨的乐观预期更多是由于对人工智能服务器市场规模增长预期的迅速上升所驱动，该市场预计将从2023年的410亿美元增长至2028年的2830亿美元……而不是由于已经处于高位的估值倍数的进一步增长。”Chatterjee表示，近两年来一直吸引投资者关注的人工智能革命需要密集的处理能力，并可能继续推动投资向人工智能服务器市场倾斜，而不是传统的服务器市场。Chatterjee预计，超微电脑将在2023年至2027年之间实现43%的复合年增长率，使该公司在人工智能服务器市场上占据10%到15%的份额。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":288153898545472,"gmtCreate":1711375673735,"gmtModify":1711375675767,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"htmlText":"这是摩根大通给高盛捧场啊","listText":"这是摩根大通给高盛捧场啊","text":"这是摩根大通给高盛捧场啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288153898545472","repostId":2422510530,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":2,"commentSize":2,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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