AMD料明年AI晶片收入突破20億美元 樂觀預測推高股價逾8%
AMD(AMD.US)行政總裁Lisa Su周二晚上稱,預計公司第四季度資料中心GPU收入約為4億美元,2024年將突破20億美元。樂觀預測一出,該股周三大升超過8%。
該晶片製造商公佈的調整後每股收益為 70 美分,略高於 LSEG(前身為 Refinitiv)每股 68 美分的預期。營收也小幅成長,總計 58 億美元,而預期為 57 億美元。
美國銀行報告中表示,新的MI300A和MI300X GPU預計在今年第四季實現量產,將AMD目標價由145美元下調至125美元,但因為其人工智能業務,仍強烈建議買入AMD,指AMD已經有一個良好的開始,認為該公司沒有理由不能長期佔據100億美元以上的人工智能加速器市佔率10%至20%。
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