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美股異動 | AMD盤前漲近1% 獲美國銀行看好
格隆匯5月3日丨AMD(AMD.US)盤前漲0.85%,報90.6美元,總市值1462億美元;英偉達漲0.27%,報195.85美元;美國銀行分析師Vivek Arya認為,隨着雲業務將在未來幾個季度繼續走強的趨勢持續,英偉達、美國超微公司、邁威爾科技、博通等芯片公司可能會從中受益。美銀給予AMD153美元目標價;給予博通780美元目標價;給予邁威爾100美元目標價,給予英偉達320美元目標價。Arya指出,到目前為止,雲計算支出一直是“有彈性的”,儘管全球對新冠疫情復甦、更廣泛的經濟放緩和通脹上升感到擔憂。但上述芯片公司的股票在公佈季度業績時可能會表現出類似的強勢上漲。Arya還指出,去年年底,Meta選擇AMD作為其服務器的新CPU供應商。

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