AMD(AMD.US)8亿美元出口限制拖累业绩预期汇丰大砍20%目标价至70美元

智通财经2025-04-29

智通财经APP获悉，尽管AMD(AMD.US)有望达成一季度财务目标，但美国人工智能芯片出口管制引发的8亿美元减值损失，正持续冲击其未来业绩展望。汇丰银行最新研报将AMD目标价从90美元大幅下调至70美元，并重申"减持"评级。汇丰分析师弗兰克·李指出，受中国AI GPU市场准入受限影响，AMD二季度营收或将环比下降3%，显著低于市场普遍预期的3%环比增长。更严峻的是毛利率压力：该机构预测二季度...

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AMD(AMD.US)8亿美元出口限制拖累业绩预期 汇丰大砍20%目标价至70美元

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AMD(AMD.US)8亿美元出口限制拖累业绩预期汇丰大砍20%目标价至70美元