大行评级｜Raymond James：上调AMD评级至“强力买入”，目标价升至641美元

格隆汇08-25 22:22

Raymond James将AMD的评级从“优于大市”上调至“强力买入”，并将目标价从565美元上调至641美元。该行指出，AMD在AI服务器CPU市场的布局具有重要战略意义，预计该市场未来五年的复合年增长率将达44%，并于2030年实现约2010亿美元的收入规模。报告将数据中心扩容、协调AI加速器的CPU需求，以及智能代理运算工作负载的兴起列为主要增长驱动力。

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