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美国银行称，AMD面临人工智能领域日益扩大的风险

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-- 美国银行证券周三在一份报告中指出，AMD（Advanced Micro Devices）的计算机芯片正面临着人工智能领域日益增长的需求。 这家投资公司表示，AMD目前约占人工智能总潜在市场的6%，预计到2030年，这一数字将增长至10%以上。 美国银行强调，AMD已将其2030年服务器中央处理器（CPU）总潜在市场规模的预测值从之前的600亿美元上调至1200亿美元，原因是“新兴的智能体人工智能对编排CPU的需求不断增长”。 与此同时，报告指出，除了OpenAI和Meta Platforms（META）之外，该公司还有“更多千兆瓦级人工智能客户的潜在合作机会”。 在AMD发布第一季度财报电话会议后，美国银行将该公司2026年和2027年的预估每股收益分别上调9%，至7.28美元和11.80美元，并预测该公司2030年的每股收益潜力将超过27美元，高于其管理层此前设定的20美元以上的目标。 美国银行重申了对AMD的“买入”评级，并将该公司的目标股价从310美元上调至450美元。 周三早盘交易中，AMD股价上涨超过15%。

Price: $407.59, Change: $+52.33, Percent Change: +14.73%

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