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美國銀行稱，AMD面臨人工智慧領域日益擴大的風險

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-- 美國銀行證券週三在一份報告中指出，AMD（Advanced Micro Devices）的電腦晶片正面臨人工智慧領域日益增長的需求。 這家投資公司表示，AMD目前約佔人工智慧總潛在市場的6%，預計到2030年，這一數字將成長至10%以上。 美國銀行強調，AMD已將其2030年伺服器中央處理器（CPU）總潛在市場規模的預測值從先前的600億美元上調至1200億美元，原因是「新興的智能體人工智慧對編排CPU的需求不斷增長」。 同時，報告指出，除了OpenAI和Meta Platforms（META）之外，該公司還有「更多千兆瓦級人工智慧客戶的潛在合作機會」。 在AMD發布第一季財報電話會議後，美國銀行將該公司2026年和2027年的預估每股收益分別上調9%，至7.28美元和11.80美元，並預測該公司2030年的每股收益潛力將超過27美元，高於其管理層先前設定的20美元以上的目標。 美國銀行重申了對AMD的「買入」評級，並將該公司的目標股價從310美元上調至450美元。 週三早盤交易中，AMD股價上漲超過15%。

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

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美國銀行稱，AMD面臨人工智慧領域日益擴大的風險 | FINWIRES