$美国超微公司(AM_老虎社区_美港股上老虎

省心省力
05-29 10:48

$美国超微公司(AMD)$ 戴尔被迫上调了预期，这其实在说AI服务器的浪潮还在扩大，而非收缩。路透社提到，戴尔将全年营收指引从1380-1420亿美元上调到了1650-1690亿美元，并将调整后每股收益指引从12.90美元提高到了17.90美元。戴尔刚刚向市场表明，AI基础设施的需求依然在爆发。这绝对会利好AMD。

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