大行评级｜伯恩斯坦：上调AMD目标价至225美元，对服务器业务动能的看法转趋乐观

格隆汇01-22

伯恩斯坦分析师Stacy Rasgon将AMD的目标价从200美元上调至225美元，维持“与大市同步”评级。分析师调升AMD第四季营收预估，部分原因是他对公司服务器业务动能的看法转趋乐观。分析师提到，AMD已与OpenAI达成协议，预计今年下半年起开始导入Helios 机柜系统，但目前OpenAI仍是唯一的大型客户。不过，由于OpenAI的量产增加要到今年稍晚才开始，短期内AI业务的压力可能相对...

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精彩评论

小小笨笨
01-22
小小笨笨
小丑，涨到250定225
yuyanx
01-22
yuyanx
内存涨完 cpu涨[财迷]

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260122094306a69e508a&s=b><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>伯恩斯坦分析师Stacy Rasgon将AMD的目标价从200美元上调至225美元，维持“与大市同步”评级。分析师调升AMD第四季营收预估，部分原因是他对公司服务器业务动能的看法转趋乐观。分析师提到，AMD已与OpenAI达成协议，预计今年下半年起开始导入Helios 机柜系统，但目前OpenAI仍是唯一的大型客户。不过，由于OpenAI的量产增加要到今年稍晚才开始，短期内AI业务的压力可能相对...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260122094306a69e508a&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4605":"半导体精选","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) 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cpu涨[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524445132350128","repostId":2605245814,"repostType":2,"repost":{"id":"2605245814","kind":"news","pubTimestamp":1769046141,"share":"https://www.laohu8.com/m/news/2605245814?lang=zh_CN&edition=full","pubTime":"2026-01-22 09:42","market":"us","language":"zh","title":"大行评级｜伯恩斯坦：上调AMD目标价至225美元，对服务器业务动能的看法转趋乐观","url":"https://stock-news.laohu8.com/highlight/detail?id=2605245814","media":"格隆汇","summary":"伯恩斯坦分析师Stacy Rasgon将AMD的目标价从200美元上调至225美元，维持“与大市同步”评级。分析师调升AMD第四季营收预估，部分原因是他对公司服务器业务动能的看法转趋乐观。分析师提到，AMD已与OpenAI达成协议，预计今年下半年起开始导入Helios 机柜系统，但目前OpenAI仍是唯一的大型客户。不过，由于OpenAI的量产增加要到今年稍晚才开始，短期内AI业务的压力可能相对有限。他认为，AMD更有可能先在核心业务上受惠于服务器需求强劲与市占提升，而投资人也可望在观察其AI芯片发展结果的同时，维持乐观态度。","content":"<p>伯恩斯坦分析师Stacy Rasgon将<a href=\"https://laohu8.com/S/AMD\">AMD</a>的目标价从200美元上调至225美元，维持“与大市同步”评级。</p><p>分析师调升AMD第四季营收预估，部分原因是他对公司服务器业务动能的看法转趋乐观。分析师提到，AMD已与OpenAI达成协议，预计今年下半年起开始导入Helios 机柜系统，但目前OpenAI仍是唯一的大型客户。不过，由于OpenAI的量产增加要到今年稍晚才开始，短期内AI业务的压力可能相对有限。他认为，AMD更有可能先在核心业务上受惠于服务器需求强劲与市占提升，而投资人也可望在观察其AI芯片发展结果的同时，维持乐观态度。</p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>大行评级｜伯恩斯坦：上调AMD目标价至225美元，对服务器业务动能的看法转趋乐观</title>\n<style 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机柜系统，但目前OpenAI仍是唯一的大型客户。不过，由于OpenAI的量产增加要到今年稍晚才开始，短期内AI业务的压力可能相对...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260122094306a69e508a&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4605":"半导体精选","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4588":"碎股","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4529":"IDC概念","AMD":"美国超微公司","AMDU":"Defiance Leveraged Long + Income AMD ETF","DAMD":"2倍做空AMD 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INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260122094306a69e508a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2605245814","content_text":"伯恩斯坦分析师Stacy Rasgon将AMD的目标价从200美元上调至225美元，维持“与大市同步”评级。分析师调升AMD第四季营收预估，部分原因是他对公司服务器业务动能的看法转趋乐观。分析师提到，AMD已与OpenAI达成协议，预计今年下半年起开始导入Helios 机柜系统，但目前OpenAI仍是唯一的大型客户。不过，由于OpenAI的量产增加要到今年稍晚才开始，短期内AI业务的压力可能相对有限。他认为，AMD更有可能先在核心业务上受惠于服务器需求强劲与市占提升，而投资人也可望在观察其AI芯片发展结果的同时，维持乐观态度。","news_type":1,"symbols_score_info":{"AMDD":0.6,"DAMD":0.6,"AMD":1.95,"AMDY":0.6,"AMDG":0.6,"AMDW":0.6,"AMYY":0.6,"AMUU":0.6,"AMDU":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":2,"repostSize":2,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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