异动解读｜美国超微公司盘中上涨4.91%，瑞银大幅上调目标价至670美元

行情直击06-25 21:43

6月25日，美国超微公司盘中上涨4.91%，报535.61美元/股，成交额19.76亿美元。

消息面上，瑞银将AMD目标价从455美元大幅上调至670美元，维持买入评级，较当前股价隐含约25%上行空间。瑞银同时将AMD 2027年CPU营收预期从210亿美元上调至230亿美元，认为在x86与ARM份额60%对40%的格局下，AMD有望显著受益于英特尔供应挑战。此前伯恩斯坦、花旗亦密集上调评级，多家投行看好AMD在GPU及HBM4领域的增长潜力。同日半导体板块普涨，英特尔涨超6%，行业情绪整体偏暖。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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