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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！

《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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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n《大行报告》富瑞下调AMD(AMD.US)目标价至130美元  重申“买入”评级\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-02 09:35 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.aastocks.com/tc/stocks/analysis/china-hot-topic-content.aspx?id=NOW.1304137&catg=4&source=AAFN><strong>阿斯达克财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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...</p>\n\n<a href=\"http://www.aastocks.com/tc/stocks/analysis/china-hot-topic-content.aspx?id=NOW.1304137&catg=4&source=AAFN\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://plib.aastocks.com/aafnnews/image/medialib/20200819165527690_s.jpg","relate_stocks":{"GFS":"GLOBALFOUNDRIES Inc.","AMD":"美国超微公司"},"source_url":"http://www.aastocks.com/tc/stocks/analysis/china-hot-topic-content.aspx?id=NOW.1304137&catg=4&source=AAFN","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2380602031","content_text":"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，亦令该行对于AMD在数据中心AI市场渗透的能力更乐观。该行认为AMD继续保持产品组合的执行能力，在竞争中维持市场领导地位，在服务器、个人电脑及笔记本型电脑市场提升占有率，丰富产品组合推动毛利率改善，维持“买入”评级。目标价由145美元下调至130美元。(cy/da)(美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)AASTOCKS新闻","news_type":1},"isVote":1,"tweetType":1,"viewCount":859,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":53,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/237116187967528"}