大行评级丨美银：上调AMD目标价至250美元与OpenAI合作或令其EPS增至超15美元

格隆汇APP2025-10-08

格隆汇10月8日｜美银证券发表研究报告指，AMD与OpenAI宣布达成长期合作，将于明年底起分阶段供应运算容量规模达6GW的芯片，而OpenAI将获得AMD最多10%股份，估算合作规模超过1000亿美元。以每GW将带来增量收入约175亿美元、EBIT利润率将介乎30%至35%计算，美银证券估算交易将令AMD的2026年底及2027年年度化每股盈利增长9%至35%；而至2030年全面部署6GW、...

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fengmsunny
2025-10-08
fengmsunny
oio$汉尼汾(PH)$ h9️⃣o have beenouyyu forb

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大行评级丨美银：上调AMD目标价至250美元 与OpenAI合作或令其EPS增至超15美元

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大行评级丨美银：上调AMD目标价至250美元与OpenAI合作或令其EPS增至超15美元