[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioa51fe582":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcioa51fe582","广发证券：AMD(AMD)Advancing-AI-2026大会或成股价催化剂，MI550X有望领先英伟达Rubin-Ultra","\u002Fdoc\u002Fdcioa51fe582","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp> \u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，广发证券最新报告指出，AMD(AMD)即将举行的“Advancing AI 2026”大会可能为该公司股价带来多重利好，包括宣布新的超大规模AI客户，以及推出新一代机架级加速器，有望进一步缩小与英伟达的硬件差距。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">分析师Jeff Pu在周二的投资笔记中表示，预计本次大会将展示AMD的技术路线图，并认为AMD正通过MI450X持续收窄与英伟达的硬件差距，而MI550X则有望实现领先。市场普遍预期，AMD将在会上宣布Anthropic成为其第三个GW级客户，且合作规模可能超过此前与Meta和OpenAI的交易。此外，广发证券看好“Venice”CPU的强劲周期，认为其受益于充足的供应链备货计划，有望推动2027年平均售价上行。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">AMD的Advancing AI 2026大会定于周三至周四在旧金山举行，由苏姿丰领导的团队将重点介绍AI基础设施、架构及开发进展。Pu指出，机架级系统爬坡仍是市场关注焦点，目前看来按计划将于2026年第四季度推进。他同时预计，AMD将披露更多关于MI450X和MI550X的细节，其中MI550X因采用4芯片封装和更大容量的HBM内存，在硬件规格上领先于英伟达的Rubin Ultra。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">基于上述预期，广发证券在会前将AMD目标价从511美元上调至640美元，并重申“买入”评级。同时，该机构将2026年和2027年的每股收益预测分别上调2%和11%，全年营收预期也从515亿美元上调至523亿美元(2026年)，2027年则从791亿美元上调至822亿美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">财务数据方面，AMD定于8月4日发布第二季度业绩。市场一致预期调整后每股收益为1.61美元，营收约113亿美元;而去年同期，AMD每股收益为0.48美元，营收为77亿美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" target=\"_blank\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"edit":87,"editVideo":88,"courseContent":89,"more":90,"buyNow":91,"subscribeNow":92,"encoding":93,"paidContent":94},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]