盘后暴跌8%！AMDQ1展望成“阿喀琉斯之踵”？数据中心激增40%难平市场担忧

智通财经网02-04

智通财经APP获悉，AMD公司(AMD.US)于美东时间周二盘后发布了第四季度财报，作为人工智能处理器市场英伟达(NVDA.US)的主要挑战者，AMD对当前季度的业绩预测令市场失望，表明其在AI领域的进展并未达到部分投资者的乐观预期。该公司周二在声明中表示，第一季度销售额预计约为98亿美元，上下浮动3亿美元。根据数据，分析师平均预估为93.9亿美元，但部分预测曾超过100亿美元。一个喜忧参半的消息...

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AMDQ1 is expected to become the \"Achilles heel\"? A 40% surge in data centers is difficult to calm market concerns","themeId":"e3685b807cfbfa0301a1b9feb21c960a","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"2NVD.UK":0.6,"AMYY":0.6,"NVD":0.6,"NVDD":0.6,"NVD2.UK":0.6,"3NVD.UK":0.6,"NVII":0.6,"NVDW":0.6,"SNVD.UK":0.6,"NVD3.UK":0.6,"AMDG":0.6,"AMDY":0.6,"NVDQ":0.6,"NVDS":0.6,"AMDW":0.6,"04335":0.9,"AMDL":0.6,"AMDD":0.6,"AMUU":0.6,"NVDU":0.6,"NVIW.SI":0.6,"AMD":0.9,"DAMD":0.6,"NVDG":0.6,"GFS":0.9,"DIPS":0.6,"AMDU":0.6,"INTC":0.9,"NVDS.UK":0.6,"NVDX":0.6,"NVDY":0.6},"content_text":"智通财经APP获悉，AMD公司(AMD.US)于美东时间周二盘后发布了第四季度财报，作为人工智能处理器市场英伟达(NVDA.US)的主要挑战者，AMD对当前季度的业绩预测令市场失望，表明其在AI领域的进展并未达到部分投资者的乐观预期。该公司周二在声明中表示，第一季度销售额预计约为98亿美元，上下浮动3亿美元。根据数据，分析师平均预估为93.9亿美元，但部分预测曾超过100亿美元。一个喜忧参半的消息是，AMD表示已开始向中国销售一款旧型号芯片。此举虽增加了销售额并表明公司正在应对贸易限制，但也挤压了利润率。这一前景展望让期待AI计算支出能带来更丰厚回报的投资者感到失望。在这个利润丰厚的市场，AMD仍在奋力追赶英伟达，但该公司表示，预计今年下半年推出的新一代更强大设计将为其带来优势。财报公布后，该公司股价在盘后交易中一路下行，截至发稿，该股盘后大跌8%。截至周二收盘，该股今年累计上涨13%。数据显示，AMD第四季度销售额增长34%，达到103亿美元，超过97亿美元的平均预期。经调整后每股收益为1.53美元，高于分析师平均预估的1.32美元。作为AI支出的主要受益者，AMD数据中心业务收入在本季度增长39%，达到53.8亿美元，高于分析师平均预测的49.7亿美元。个人电脑相关销售额增长34%至31亿美元，亦高于28.9亿美元的平均预期。游戏业务收入季度收入增长50%至8.43亿美元，不及市场平均预期的8.55亿美元，嵌入式业务收入增长2.9%至9.5亿美元，不及市场平均预期的9.61亿美元。与英伟达类似，AMD正应对美国对其出口至全球最大芯片市场——中国的限制。尽管特朗普政府近期已采取行动放松管制，但获取所需的商务部许可仍需时间。上季度，AMD通过向中国客户出货旧款MI308芯片获得3.9亿美元收入，预计本季度此类销售额约为1亿美元。更广泛来看，AMD期望与OpenAI和甲骨文公司(ORCL.US)达成的大型交易，以及AI设备整体需求，能带来数百亿美元的新收入。分析师和投资者一直敦促管理层就该收入何时实现提供更精确的预测。近期与OpenAI、甲骨文及美国能源部达成的协议，反映出市场对其MI系列AI加速器的兴趣日益增长。这些产品与英伟达的芯片正面竞争，用于数据中心以创建和运行AI服务。AMD同时也是个人电脑和服务器所用图形芯片与中央处理器的最大供应商之一。该领域的主要竞争对手英特尔(INTC.US)上月给出了令人失望的预测，称无法获得足够供应以满足强劲需求。华尔街将此解读为AMD正持续夺取市场份额的信号。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2608384872","isCrawlerRequest":true}