AMD受人工智能增长前景提振再获关注

环球市场播报03-30

随着超微半导体公司（AMD）在人工智能市场中的作用持续扩大，该公司正重新获得分析师的乐观预期。　　Aletheia Capital维持对该公司“买入”评级，并设定330美元的目标价，表示AMD在AI计算领域中的地位正在上升。该机构预计，AMD的业务将从GPU次级供应商发展为全面的AI基础设施提供商，市场对其CPU和加速器的兴趣均日益浓厚。　　AMD强大的服务器CPU是重要原因之一。分析师认为，...

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Capital维持对该公司“买入”评级，并设定330美元的目标价，表示AMD在AI计算领域中的地位正在上升。该机构预计，AMD的业务将从GPU次级供应商发展为全面的AI基础设施提供商，市场对其CPU和加速器的兴趣均日益浓厚。\n　　AMD强大的服务器CPU是重要原因之一。分析师认为，随着AI工作负载需求的增长，2025年至2028年，服务器CPU销售额的复合年增长率将达到45%。预计数据中心销售额将从2025年的约170亿美元增长至2027年的580亿美元，再到2028年的770亿美元。\n　　这一转变是更大趋势的一部分，即CPU在某些AI应用（尤其是基于代理的计算）中正变得愈发关键。AMD在GPU领域的市场份额也在增长，为其提供了更多增长途径。\n　　尽管在需求周期和执行层面始终存在风险，但整体前景表明，AMD正成为AI生态系统中愈发重要的组成部分。\n　　投资者将密切关注这一增长势头能否在未来几个季度转化为稳定的收入增长。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 SF065","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":"","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, 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