Monkey D luffy
06-05
屎都跌出来了
多家机构上调AMD评级 看好Agentic AI时代CPU需求爆发
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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n多家机构上调AMD评级 看好Agentic AI时代CPU需求爆发\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-05 22:13 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2026-06-05/doc-iniakmqh2688001.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在AMD公布超预期的第一季度财报及强劲的第二季度指引后，高盛、伯恩斯坦及交银国际等多家机构近期纷纷上调其评级与目标价，核心逻辑均指向Agentic AI驱动的CPU需求正成为公司新的增长引擎。\n AMD第一季度财报显示，公司营收达102.5亿美元，每股收益1.37美元，分别超出华尔街预期的99亿美元和1.28美元。更令市场振奋的是，公司对第二季度的营收指引高达112亿美元，远高于市场预期的105...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-06-05/doc-iniakmqh2688001.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4512":"苹果概念","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","BK4141":"半导体产品","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA 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THEMATIC OPPORTUNITIES \"A\" (USD) INC"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-06-05/doc-iniakmqh2688001.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2641463611","content_text":"在AMD公布超预期的第一季度财报及强劲的第二季度指引后，高盛、伯恩斯坦及交银国际等多家机构近期纷纷上调其评级与目标价，核心逻辑均指向Agentic AI驱动的CPU需求正成为公司新的增长引擎。\n AMD第一季度财报显示，公司营收达102.5亿美元，每股收益1.37美元，分别超出华尔街预期的99亿美元和1.28美元。更令市场振奋的是，公司对第二季度的营收指引高达112亿美元，远高于市场预期的105亿美元。交银国际在研报中指出，此次业绩最大亮点在于管理层将2030年服务器CPU总潜在市场目标从18%的复合年增长率翻倍上调至35%以上，直指1200亿美元。\n 高盛分析师将AMD评级上调至“买入”，目标价从240美元大幅上调至450美元。其核心逻辑在于，Agentic AI正成为服务器CPU市场的“中期顺风”，AMD将是企业端采用浪潮中的“超额受益者”。伯恩斯坦同样将AMD评级上调至“跑赢大盘”，目标价由265美元上调至525美元，认为管理层对市场规模的预测正变得越来越具有可信度。\n 这一轮评级上调的背景，是业界对AI算力架构认知的根本转变。华泰证券在近期报告中指出，Agentic AI时代下，CPU在AI基建中的重要性显著增强，GPU/CPU配置比正从此前的4：1或8：1向1：1演进。AMD管理层在财报电话会议上明确表示，过去CPU和GPU的配比基本上是1：4或者1：8的头节点配置，现在这个比例正在向1：1靠拢。\n 从业务表现看，AMD数据中心业务第一季度营收达57.8亿美元，同比增长57%，在账面上持续超越英特尔。管理层预计随着第六代EPYC CPU Venice于下半年上线，数据中心CPU收入或在2026年下半年同比上升超过70%。与此同时，Instinct GPU系列正处于出货爬坡期，下半年MI450将进入大规模放量阶段，CPU与GPU双引擎正在协同放大公司的成长空间。\n 汇丰研究则在乐观中保持审慎，将AMD目标价从340美元上调至380美元，维持“持有”评级，认为2026年下半年因供应链产能限制，盈利仍存在一定下行风险。\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","news_type":1,"symbols_score_info":{"AMDD":0.6,"AMDU":0.6,"DAMD":0.6,"AMUU":0.6,"AMDW":0.6,"AMDS":0.6,"AMDL":0.6,"AMYY":0.6,"AMDY":0.6,"AMDG":0.6,"AMD":1.98}},"isVote":1,"tweetType":1,"viewCount":90,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":12,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/572012445267024"}
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