AMD昨日发布新款AI芯片，股价为何不涨反跌？

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英为财情Investing.com - AMD周四（11日）举行数据中心活动，发布MI325X AI芯片，并披露这款芯片将从第四季度起量产，以挑战竞争对手英伟达(NASDAQ:NVDA) ，并把握AI相关硬件投资不断增长的市场机遇。公司透露，MI325X芯片沿用了与MI300X相同的架构，并创新性地配备了新型内存，将显著提升AI任务的执行速度。为了与英伟达的Blackwell AI芯片展开竞争...

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AMD周四（11日）举行数据中心活动，发布MI325X AI芯片，并披露这款芯片将从第四季度起量产，以挑战竞争对手英伟达(NASDAQ:NVDA) ，并把握AI相关硬件投资不断增长的市场机遇。\n公司透露，MI325X芯片沿用了与MI300X相同的架构，并创新性地配备了新型内存，将显著提升AI任务的执行速度。\n为了与英伟达的Blackwell AI芯片展开竞争，AMD寄希望于新款AI芯片。包括超微电脑 (NASDAQ:SMCI)在内的多家供应商，将于2025年第一季度开始向客户交付此款芯片。\n此外，AMD还展望了明年下半年的产品规划，计划推出性能更为强劲的下一代MI2350芯片。该芯片相较于MI325系列，将在内存和架构上实现升级，从而提升整体性能。\n与此同时，AMD还推出了新版本的服务器芯片，该芯片此前代号为Turin。\n\n最近90天，AMD的EPS预期遭到27次下调，表明华尔街对公司的盈利前景不断降温。数据来自InvestingPro，点击此处进一步了解InvestingPro。发布会后，股价不涨反跌然而，尽管AMD在产品和战略上积极布局，其股价仍然收跌4%。分析人士指出，AMD股价不涨反跌的原因主要在于，尽管公司推出了新产品并展望了未来增长，但这些消息并未超出市场的普遍预期。\n此外，一些分析师认为，AMD销量下降的原因是缺少新的大型云计算客户。对于AMD而言，未能宣布新的重要客户合作，可能让投资者感到失望。\n另一方面，分析师不断上升的盈利预期也抑制了AMD的估值。AMD十二个月预期收益的市盈率均超过33倍，而标准普尔500指数的市盈率为22.3倍。\n***\n富国银行财报今日来袭，点击此处查看华尔街对富国银行的财报预测，涵盖今日财报，全财年，未来多年的业绩预测。\n\n查询财报预测数据，就上InvestingPro。点击此处进一步了解InvestingPro。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2474030788"}