AMD股价暴跌！

EETOP10-30

来源：EETOPAMD在周二的财报中预测第四季度营收略低于预期，同时将2025年人工智能（AI）芯片销售预期提高到50亿美元，但这未能令投资者感到满意。受此消息影响，AMD的股价在盘后交易中下跌7.63%，几乎抹去了过去三天的8%涨幅，也削减了今年以来超过10%的涨幅。包括微软和Meta在内的大型科技公司对AI芯片的需求增长远快于AMD及其更大竞争对手Nvidia的供应能力，这限制了芯片公司承接...

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href=https://finance.sina.com.cn/cj/2024-10-30/doc-incuiarf3728482.shtml><strong>EETOP</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：EETOPAMD在周二的财报中预测第四季度营收略低于预期，同时将2025年人工智能（AI）芯片销售预期提高到50亿美元，但这未能令投资者感到满意。受此消息影响，AMD的股价在盘后交易中下跌7.63%，几乎抹去了过去三天的8%涨幅，也削减了今年以来超过10%的涨幅。包括微软和Meta在内的大型科技公司对AI芯片的需求增长远快于AMD及其更大竞争对手Nvidia的供应能力，这限制了芯片公司承接...</p>\n\n<a href=\"https://finance.sina.com.cn/cj/2024-10-30/doc-incuiarf3728482.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1923623000.USD","symbol_name":"Natixis Thematics AI & Robotics Fund R/A USD","start_time":0,"source_url":"https://finance.sina.com.cn/cj/2024-10-30/doc-incuiarf3728482.shtml","article_id":"2479114602","we_media_id":null,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/cj/2024-10-30/doc-incuiarf3728482.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, 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Chan表示，“显然，AMD的第四季度预期未能达到投资者的预期。”其数据中心业务收入（包括AI芯片）飙升122%，达到35亿美元。AMD仍落后于领头羊Nvidia，后者占据了大约80%的AI芯片市场份额。苏姿丰将AI芯片的预期从7月的45亿美元上调至50亿美元。在与分析师的电话会议中，苏姿丰还提到微软和Meta正在扩大公司AI芯片的使用。微软和甲骨文提供MI300X芯片租赁服务，作为其云计算服务的一部分。分析师普遍认为，Nvidia在可预见的未来将继续保持其市场主导地位，这部分归因于其包括CUDA软件和网络设备在内的完整AI生态系统。全球最大代工芯片制造商台积电在7月表示，AI芯片生产能力到2025年将非常紧张，这将成为这些先进半导体供应的一大瓶颈。Running Point Capital首席投资官Michael Schulman表示，台积电的供应限制削弱了AMD出售其先进AI处理器的能力。AMD预计第四季度营收为75亿美元，正负3亿美元，而LSEG汇编的数据显示分析师的平均预期为75.4亿美元。AMD预测调整后毛利率约为54%，符合分析师预期。该公司第三季度营收为68.2亿美元，高于预期的67.1亿美元。AMD的调整后每股收益为92美分，符合分析师预期。AMD的财报对盘后芯片板块造成压力。Arm Holdings下跌1.7%，Nvidia下跌0.3%，英特尔下跌0.4%。芯片设备制造商Lam Research下跌0.8%。“多数投资者在消化了AMD的良好业绩与平淡预期后，将会试图推测这对整个AI芯片和半导体市场的影响，”Schulman表示。活动报名邀请特别声明：以上内容仅代表作者本人的观点或立场，不代表新浪财经头条的观点或立场。如因作品内容、版权或其他问题需要与新浪财经头条联系的，请于上述内容发布后的30天内进行。\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","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; 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