花旗将AMD列入催化观察名单

环球市场播报04-07

花旗已将AMD列入为期30天的正面催化观察名单。这是因为他们预计，受人工智能和数据中心增长的推动，需求将会上升。　　该公司表示，随着市场向推理和智能体人工智能工作负载（这些需要更强的处理能力）转变，CPU需求正在增长。花旗称，超大规模云厂商的资本支出今年将增长69%，整个可寻址市场到2028年将达到7310亿美元。　　该机构还指出，由于投入成本上升，模拟芯片价格预计将上涨10%至15%，ADI...

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