AI芯片需求强劲，但Q4指引逊预期，AMD盘后重挫逾7%！

格隆汇2024-10-30

周二美股盘后，美国半导体巨头超微公司（AMD）公布最新业绩，略超华尔街预期。其中，公司Q3营收创历史新高，数据中心业务连续第二个季度销售额翻番。但因Q4指引逊于预期，市场担忧其AI芯片需求增长放缓，AMD盘后大跌超7%。早前，收盘涨3.96%报166.25美元，总市值2690.73亿美元。自人工智能在全球掀起大浪潮，由于对AI芯片和处理器的需求增加，AMD的股价自2023年初至今已经上涨一倍多。这...

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。分业务来看，数据中心业务、客户端事业部门收入大增，游戏部门、嵌入式部门收入则下降。数据中心事业部收入创纪录新高至35亿美元，同比增长122%，环比增长25%，市场预期35.2亿美元。客户事业部收入同期为19亿美元，环比增长29%，环比增长26%。游戏事业部收入为4.62亿美元，同比下降69%，环比下降29%。嵌入式事业部收入为9.27亿美元，同比下降25%，环比增长8%。AMD 董事长兼首席执行官苏姿丰表示，第三季度业绩强劲，主要得益于霄龙和Instinct数据中心产品的销量增长，以及锐龙PC处理器的强劲需求。“未来在对更多计算的无限需求推动下，我们看到数据中心、客户端和嵌入式业务出现了巨大的增长机会。”Q4指引欠佳虽然公司对Q3交出的“成绩”表示满意，但Q4的指引却不及市场预期。AMD预计，第四季度公司营收约为75亿美元（上下浮动3亿美元），略低于分析师预期的75.5亿美元。预计四季度非GAAP毛利率约为54%，符合分析师的预期。尽管AMD将今年人工智能芯片销售额预测上调至50亿美元，高于之前的45亿美元，但仍然难以打动投资者。不过，AMD 执行副总裁、首席财务官兼财务主管 Jean Hu 表示，基于数据中心和客户端领域的显着增长，公司有望在 2024 年实现创纪录的年度收入。在电话会议上，苏姿丰还指出，客户和合作伙伴对 MI325X 的兴趣很高，计划于本季度开始生产出货。“我们认为市场环境将继续紧张，但也预计 2025 年将显著增长。我们对供应链能力总体感到乐观。”展望后市，Summit Insights 分析师 Kinngai Chan 表示，AMD 的股价被低估了，而且涨幅很大。显然，AMD 第四季度的前景对投资者来说不够好。Running Point Capital 首席投资官舒尔曼（Michael Schulman）表示：“大多数投资者一旦消化了AMD的良好业绩及其（略显）黯淡的预测，就会试图推断这对其他AI芯片和半导体市场意味着什么。”","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":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"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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AI芯片需求强劲， 但Q4指引逊预期，AMD盘后重挫逾7%！

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AI芯片需求强劲，但Q4指引逊预期，AMD盘后重挫逾7%！