[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioe82838a0":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},"dcioe82838a0","AMD(AMD)AI大会本周来袭！瑞银：CPU-GPU技术路线是重头戏-客户扩容预期不宜过高","\u002Fdoc\u002Fdcioe82838a0","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，AMD(AMD)年度旗舰AI大会“Advancing AI 2026”将于7月22日至23日在美国旧金山举行。瑞银发布前瞻报告称，此次活动可能更侧重于展示技术而非公布客户或财务信息，预计AMD将公布数据中心CPU(包含Venice、Verano)与GPU(MI450x以及MI500)技术路线的最新进展;嵌入式、游戏显卡业务也会同步更新相关信息。瑞银予AMD“买入”评级，目标价从670美元上调至700美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">瑞银在报告中表示，AMD的Advancing AI活动举办时间是在英特尔财报发布前，大约在AMD自身财报发布前两周。投资者的关注点集中在公司能否将AI客户群体拓展至OpenAI、Meta之外更多厂商，但瑞银判断，本次活动重心将放在技术路线图发布，而非大幅调整财务测算模型。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">客户方面，瑞银仍然认为亚马逊将成为MI450x的核心大客户，Anthropic也可能在客户名单上，但该行建议投资者降低对本次活动官宣新客户的预期。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">除潜在客户合作官宣外，瑞银预计AMD将全面更新AI产品线规划披露更多MI450x Helios、MI500系列细节，或提前释放MI600 路线图相关信息，以及可能阐述针对新兴分布式推理算力负载的布局策略。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">除AI加速芯片之外，瑞银预计AMD将对服务器CPU市场空间给出更为乐观的判断。AMD上一次正式更新服务器CPU整体潜在市场规模(TAM)是在2026年一季度财报，当时测算2030年市场规模可达1200亿美元，而自那时以来，行业数据已显著增强。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">瑞银预计AMD将官宣代号“Venice”的下一代EPYC服务器处理器正式量产，同时公布更多 Verano产品信息。瑞银判断Verano将采用台积电2纳米工艺，并且搭载基于 LPDDR 的SOCAMM2内存方案。考虑到智能体AI的算力需求爆发式增长，AMD或将披露Verano之后的新一代CPU路线规划。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">客户端业务方面，随着英特尔加快推进基于18A 工艺的Panther Lake笔记本电脑芯片，瑞银预计AMD将更新锐龙(RYZEN)笔记本产品线进展，同时进一步阐述桌面平台Zen 6架构切换至2纳米制程的规划，并公布Ryzen Al Halo的研发进度。Ryzen Al Halo是AMD对标英伟达DGX Spark打造的产品，瞄准快速兴起的个人AI设备赛道。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">受AI算力与基础设施需求持续超预期提振，瑞银上调AMD整体业绩预期2026 财年营收\u002F摊薄每股收益由500亿美元\u002F7.61美元上调至510亿美元\u002F7.69美元;2027财年营收\u002F摊薄每股收益由790亿美元\u002F13.47美元上调至830亿美元\u002F14.63美元。2027财年GPU营收预期由380亿美元上调至410亿美元;2028财年由540亿美元上调至610亿美元。\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"]