华尔街纷纷下调评级，AMD怎么了?_老虎社区_美港股上老虎

华尔街纷纷下调评级，AMD怎么了?

华尔街见闻01-17

AMD可能正失去竞争优势......近日华尔街多家机构纷纷下调AMD评级，引发市场对这家芯片巨头未来发展的担忧。周五，Wolfe Research分析师Chris Caso将AMD股票评级从"买入"下调至"同业表现"，并取消了此前210美元的目标价。不仅Wolfe Research，高盛和汇丰银行近期也下调了AMD的评级，高盛将AMD评级从"买入"下调至"中性"，汇丰银行则从"买入"下调至"...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

ChristopherZ
·01-18
华尔街筹码不够，要低吸而已
回复
点赞
举报

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2504970031?lang=zh_CN&edition=full","thumbnail":"https://wpimg-wscn.awtmt.com/c3ffc3dc-3132-432a-bb09-104b2440734a.png","is_english":false,"pubTime":"2025-01-17 10:59","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2504970031","market":"us","top_or_hot":-1,"title":"华尔街纷纷下调评级，AMD怎么了?","media":"华尔街见闻","content":"<div>\n<p>AMD可能正失去竞争优势......近日华尔街多家机构纷纷下调AMD评级，引发市场对这家芯片巨头未来发展的担忧。\n周五，Wolfe Research分析师Chris Caso将AMD股票评级从\"买入\"下调至\"同业表现\"，并取消了此前210美元的目标价。\n不仅Wolfe Research，高盛和汇丰银行近期也下调了AMD的评级，高盛将AMD评级从\"买入\"下调至\"中性\"，汇丰银行则从\"买入\"下调至\"...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3739346\">网页链接</a>\n\n</div>\n","source":"wallstreetcn_hot_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>华尔街纷纷下调评级，AMD怎么了?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: 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华尔街纷纷下调评级，AMD怎么了?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-17 10:59 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3739346><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD可能正失去竞争优势......近日华尔街多家机构纷纷下调AMD评级，引发市场对这家芯片巨头未来发展的担忧。\n周五，Wolfe Research分析师Chris Caso将AMD股票评级从\"买入\"下调至\"同业表现\"，并取消了此前210美元的目标价。\n不仅Wolfe Research，高盛和汇丰银行近期也下调了AMD的评级，高盛将AMD评级从\"买入\"下调至\"中性\"，汇丰银行则从\"买入\"下调至\"...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3739346\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AMD","symbol_name":"美国超微公司","start_time":0,"source_url":"https://wallstreetcn.com/articles/3739346","article_id":"2504970031","we_media_id":null,"thumbnails":["https://wpimg-wscn.awtmt.com/c3ffc3dc-3132-432a-bb09-104b2440734a.png"],"rights":{"source":"wallstreetcn_hot_news","url":"https://wallstreetcn.com/articles/3739346","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2504970031","pubTimestamp":1737082775,"columns":[{"name":"大行评级","id":27,"label_key":"rating"}],"sourceInfo":{"source_id":"wallstreetcn_hot_news","name":"华尔街见闻"},"weMediaInfo":null,"summary":"下调的主要原因是，AMD数据中心GPU业务不及预期，此外还面临个人电脑市场季节性疲软和游戏业务持续疲软的挑战。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":["rate"],"viewcount":null,"language":"zh","relate_stocks":{"AMD":"美国超微公司","GFS":"GLOBALFOUNDRIES Inc."},"translate_title":"Wall Street has downgraded ratings, what happened to AMD?","themeId":"6b0dbb9cd08dbd74df533a5691218465","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GFS":1,"AMD":1},"content_text":"AMD可能正失去竞争优势......近日华尔街多家机构纷纷下调AMD评级，引发市场对这家芯片巨头未来发展的担忧。\n周五，Wolfe Research分析师Chris Caso将AMD股票评级从\"买入\"下调至\"同业表现\"，并取消了此前210美元的目标价。\n不仅Wolfe Research，高盛和汇丰银行近期也下调了AMD的评级，高盛将AMD评级从\"买入\"下调至\"中性\"，汇丰银行则从\"买入\"下调至\"减持\"。\n这些评级调整反映了华尔街对AMD短期内面临的挑战的担忧。\nChris Caso表示，下调评级主要是由于对AMD数据中心GPU收入预期降低。尽管GPU是人工智能领域的关键芯片，但Caso认为AMD的数据中心GPU业务“表现低于预期”。\nWolfe Research因此大幅下调了AMD第一季度的收入和每股收益预估，分别降至66亿美元和0.80美元，低于华尔街70.4亿美元和0.95美元的一致预期。全年业绩预期同样遭到下调，Wolfe Research将AMD全年收入预期从336亿美元下调至299亿美元，每股收益预期从5.33美元下调至4.19美元，均低于市场共识。\n除数据中心GPU业务外，AMD还面临其他挑战，例如个人电脑市场季节性疲软：在经历强劲的第四季度后，PC市场需求可能放缓；游戏业务持续疲软，相关收入仍未见明显改善。\n展望未来，面对英伟达等竞争对手的压力，AMD在AI芯片市场的增长或将受限。风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","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":"rating","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":393814721573392,"gmtCreate":1737189677523,"gmtModify":1737189679844,"author":{"id":"3575768551438030","authorId":"3575768551438030","name":"ChristopherZ","avatar":"https://static.tigerbbs.com/5e92f22a16745d4b5688721087cf89a1","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3575768551438030","idStr":"3575768551438030"},"htmlText":"华尔街筹码不够，要低吸而已","listText":"华尔街筹码不够，要低吸而已","text":"华尔街筹码不够，要低吸而已","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393814721573392","repostId":2504970031,"repostType":2,"repost":{"id":"2504970031","kind":"news","pubTimestamp":1737082775,"share":"https://www.laohu8.com/m/news/2504970031?lang=&edition=full","pubTime":"2025-01-17 10:59","market":"us","language":"zh","title":"华尔街纷纷下调评级，AMD怎么了?","url":"https://stock-news.laohu8.com/highlight/detail?id=2504970031","media":"华尔街见闻","summary":"下调的主要原因是，AMD数据中心GPU业务不及预期，此外还面临个人电脑市场季节性疲软和游戏业务持续疲软的挑战。","content":"<html><body><p>AMD可能正失去竞争优势......近日华尔街多家机构纷纷下调AMD评级，引发市场对这家芯片巨头未来发展的担忧。</p>\n<p><strong>周五，Wolfe Research分析师Chris Caso将AMD股票评级从\"买入\"下调至\"同业表现\"，并取消了此前210美元的目标价。</strong></p>\n<p><strong>不仅Wolfe Research，<a href=\"https://laohu8.com/S/GS\">高盛</a>和汇丰银行近期也下调了AMD的评级，高盛将AMD评级从\"买入\"下调至\"中性\"，汇丰银行则从\"买入\"下调至\"减持\"。</strong></p>\n<p>这些评级调整反映了华尔街对AMD短期内面临的挑战的担忧。</p>\n<p>Chris Caso表示，下调评级主要是由于对AMD数据中心GPU收入预期降低。尽管GPU是人工智能领域的关键芯片，但Caso认为AMD的数据中心GPU业务“表现低于预期”。</p>\n<p>Wolfe Research因此大幅下调了AMD第一季度的收入和每股收益预估，分别降至66亿美元和0.80美元，低于华尔街70.4亿美元和0.95美元的一致预期。全年业绩预期同样遭到下调，Wolfe Research将AMD全年收入预期从336亿美元下调至299亿美元，每股收益预期从5.33美元下调至4.19美元，均低于市场共识。</p>\n<p>除数据中心GPU业务外，AMD还面临其他挑战，例如个人电脑市场季节性疲软：在经历强劲的第四季度后，PC市场需求可能放缓；游戏业务持续疲软，相关收入仍未见明显改善。</p>\n<p>展望未来，面对<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>等竞争对手的压力，AMD在AI芯片市场的增长或将受限。</p><div>风险提示及免责条款</div>\n<div>\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。\n          </div>\n</body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>华尔街纷纷下调评级，AMD怎么了?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: 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华尔街纷纷下调评级，AMD怎么了?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-17 10:59 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3739346><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD可能正失去竞争优势......近日华尔街多家机构纷纷下调AMD评级，引发市场对这家芯片巨头未来发展的担忧。\n周五，Wolfe Research分析师Chris Caso将AMD股票评级从\"买入\"下调至\"同业表现\"，并取消了此前210美元的目标价。\n不仅Wolfe Research，高盛和汇丰银行近期也下调了AMD的评级，高盛将AMD评级从\"买入\"下调至\"中性\"，汇丰银行则从\"买入\"下调至\"...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3739346\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://wpimg-wscn.awtmt.com/c3ffc3dc-3132-432a-bb09-104b2440734a.png","relate_stocks":{"AMD":"美国超微公司","GFS":"GLOBALFOUNDRIES Inc."},"source_url":"https://wallstreetcn.com/articles/3739346","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2504970031","content_text":"AMD可能正失去竞争优势......近日华尔街多家机构纷纷下调AMD评级，引发市场对这家芯片巨头未来发展的担忧。\n周五，Wolfe Research分析师Chris Caso将AMD股票评级从\"买入\"下调至\"同业表现\"，并取消了此前210美元的目标价。\n不仅Wolfe Research，高盛和汇丰银行近期也下调了AMD的评级，高盛将AMD评级从\"买入\"下调至\"中性\"，汇丰银行则从\"买入\"下调至\"减持\"。\n这些评级调整反映了华尔街对AMD短期内面临的挑战的担忧。\nChris Caso表示，下调评级主要是由于对AMD数据中心GPU收入预期降低。尽管GPU是人工智能领域的关键芯片，但Caso认为AMD的数据中心GPU业务“表现低于预期”。\nWolfe Research因此大幅下调了AMD第一季度的收入和每股收益预估，分别降至66亿美元和0.80美元，低于华尔街70.4亿美元和0.95美元的一致预期。全年业绩预期同样遭到下调，Wolfe Research将AMD全年收入预期从336亿美元下调至299亿美元，每股收益预期从5.33美元下调至4.19美元，均低于市场共识。\n除数据中心GPU业务外，AMD还面临其他挑战，例如个人电脑市场季节性疲软：在经历强劲的第四季度后，PC市场需求可能放缓；游戏业务持续疲软，相关收入仍未见明显改善。\n展望未来，面对英伟达等竞争对手的压力，AMD在AI芯片市场的增长或将受限。风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","news_type":1,"symbols_score_info":{"GFS":1,"AMD":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}