美股異動 | AMD漲4% 績後獲多個大行看好
格隆匯8月4日丨AMD漲4.4%,報102.4美元,總市值1653億美元。AMD公佈二季度營業收入增長勢頭強勁,史上首次突破60億美元,但三季度的收入指引沒有市場預期的樂觀,體現出和英特爾一樣面臨最大收入源個人電腦產品需求下降的打擊。AMD預計第三季度銷售額將在65至69億美元之間,市場曾預計銷售額為68億美元。AMD還預計第三季度毛利率為54%,略低於預期的54.2%。該公司還警吿稱,PC市場的壓力將持續到第四季度。華爾街對AMD的大跌持樂觀態度,認為其股價下跌恰恰是一個買入的信號,儘管目前PC市場困難重重,但AMD的財報業績顯示其長期價值正不斷上升。Rosenblatt分析師Han Mosesmann 重申對AMD股票給予買入評級,目標價格為200美元,暗示股價可能翻倍。Stacy Rasgon 也對AMD從英特爾手中奪取大量市場份額的能力充滿信心,他重申了對該公司“跑贏大盤”的評級和135美元的目標價。
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