AMD单季营收103亿美元：股价大跌17% 公司市值蒸发超600亿美元

雷递网02-05

雷递网雷建平 2月5日AMD日前公布截至2025年的财报。财报显示，截至2025年12月27日的年度，AMD的营收为346.39亿美元，较上年同期的257.85亿美元增长34%；毛利为171.52亿美元，毛利率为50%。截至2025年12月27日的年度，AMD运营利润36.94亿美元，上年同期的运营利润为19亿美元；净利43.35亿美元，上年同期净利为16.41亿美元。截至2025年12月27日...

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2月5日AMD日前公布截至2025年的财报。财报显示，截至2025年12月27日的年度，AMD的营收为346.39亿美元，较上年同期的257.85亿美元增长34%；毛利为171.52亿美元，毛利率为50%。截至2025年12月27日的年度，AMD运营利润36.94亿美元，上年同期的运营利润为19亿美元；净利43.35亿美元，上年同期净利为16.41亿美元。截至2025年12月27日的年度，Non-GAAP下运营利润为77.68亿美元，较上年同期的61.38亿美元增长27%；Non-GAAP下净利为68.31亿美元，较上年同期的54.2亿美元增长26%。AMD董事长兼首席执行官苏姿丰博士表示，“进入2026年，我们各项业务都保持强劲增长势头，这主要得益于高性能EPYC和Ryzen CPU的加速普及以及数据中心人工智能业务的快速扩张。”苏姿丰重申，AMD的人工智能营收有望在2027年达到数百亿美元，同时她驳斥了有关零部件短缺的担忧，并强调了持续的需求。AMD执行副总裁、首席财务官兼财务主管胡静表示：“我们实现了创纪录的非GAAP营业收入和自由现金流，同时加大了战略投资，以支持我们高性能和自适应计算产品组合的长期增长。”AMD预计下个季度营收约为98亿美元，上下浮动3亿美元，高于93.9亿美元的平均预期，但低于部分投资者此前预期的100亿美元以上，其中包括约1亿美元的AMD Instinct MI308芯片在中国的销售额。截至今日收盘，AMD股价为200.19美元，较前一日大跌17%；以收盘价计算，公司市值为3264亿美元。Q4营收103亿美元 同比增34%AMD在2025年第四季度营收为102.7亿美元，较上年同期的76.58亿美元增长34%，较上一季度的92.46亿美元增长11%；毛利为55.77亿美元，较上年同期的38.82亿美元增长44%，较上一季度的47.8亿美元增长17%。截至2025年12月27日，AMD来自Data Center Segment的收入为53.8亿美元，较上一季度的的43.41亿美元增23.9%，较上年同期的38.59亿美元增长39.4%；至2025年12月27日，AMD来自Client and Gaming Segment Client收入30.97亿美元，较上一季度的27.5亿美元增12.6%，较上年同期的23.13亿美元增长34%；来自Gaming收入8.43亿美元，较上一季度的13亿美元下降35%，较上年同期的5.63亿美元增长49.7%。AMD在2025年第四季运营利润17.52亿美元，较上年同期的8.71亿美元增长101%，较上一季度的12.7亿美元增长38%；净利为15.11亿美元，较上年同期的4.82亿美元增长213%，较上一季度的12.43亿美元增长22%。截至2025年12月27日，AMD的季度Adjusted EBITDA为30.48亿美元，较上年同期的22亿美元增长38.5%，较上一季度的24.3亿美元增长25%。截至2025年第四季度，AMD持有的现金及现金等价物为、短期投资为105.52亿美元，应收账款为63.15亿美元，存货79.2亿美元，总负债为32.22亿美元，自由现金流达到21亿美元。———————————————雷递由媒体人雷建平创办，若转载请写明来源。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-2","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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; 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