[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciof5385f5a":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},"dciof5385f5a","客户扩容预期或被高估，瑞银AI大会聚焦AMD-CPU-GPU新技术路线","\u002Fdoc\u002Fdciof5385f5a","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">AMD将于7月22日至23日在旧金山举办年度旗舰AI大会“Advancing AI 2026”。据美股投资网报道，此次会议可能更多聚焦于技术展示而非公布客户或财务数据。瑞银的前瞻报告指出，AMD将分享其数据中心CPU（包括Venice和Verano）与GPU（MI450x及MI500）的技术路线图最新进展，并同步更新嵌入式、游戏显卡业务的相关信息。瑞银对AMD持“买入”评级，目标股价从670美元上调至700美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">AMD 在其 Advancing AI 活动中展示的技术路线图将成为投资者关注的焦点，这一活动定于英特尔财报公布前两周进行。尽管市场普遍关心 AMD 能否进一步扩大其 AI 客户基础至 OpenAI 和 Meta 之外的企业，瑞银认为本次会议的核心将是技术更新，而非大幅调整财务预测模型。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">瑞银依然预测亚马逊将是MI450x的主要客户之一，尽管Anthropic也有参与其中，分析师还是提醒投资者不要对这次活动中正式宣布的新客户抱有过高期望。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">AMD预计将进行全面的AI产品线更新，这背后的原因是瑞银的最新预测。除了宣布潜在客户合作之外，AMD计划披露更多关于MI450x Helios和MI500系列的细节信息。此外，还有可能提前透露MI600系列的相关路线图，并阐述其针对新兴分布式推理算力负载的战略布局。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">瑞银预计AMD将对服务器CPU市场空间给出更为乐观的判断，这背后是除AI加速芯片之外的因素推动的。AMD上一次正式更新服务器CPU的整体潜在市场规模(TAM)是在2026年一季度财报中，当时他们认为到2030年的市场规模可达1200亿美元。然而，自那时以来，行业数据已经明显改善了。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">瑞银预计AMD即将宣布其代号为“Venice”的下一代EPYC服务器处理器正式进入量产阶段，并透露更多关于Verano的信息。根据瑞银的观点，Verano将采用台积电的2纳米工艺制造，并配备基于LPDDR的SOCAMM2内存方案。鉴于智能体AI对算力需求的增长趋势，AMD可能还会公布未来CPU的技术路线图。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">瑞银预计，随着英特尔加速推出18A工艺的Panther Lake笔记本电脑芯片，AMD将更新其锐龙(RYZEN)笔记本产品线。与此同时，AMD计划将桌面平台Zen 6架构切换至2纳米制程，并透露Ryzen Al Halo的研发进度。这款针对个人AI设备市场的Ryzen Al Halo，是AMD对标英伟达DGX Spark的产物。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">AMD的整体业绩预期在AI算力和基础设施需求持续超出预期的情况下被瑞银大幅上调了。新的预测显示，2026财年，AMD的营收将达到510亿美元，每股收益为7.69美元，相比之前的预计分别增长了10亿美元和0.08美元；而在2027财年，营收目标更是提升至830亿美元，每股收益达到14.63美元，比原先预期高出40亿美元和1.16美元。此外，瑞银还上调了AMD在GPU市场的表现，预计2027财年的GPU营收将从原定的380亿美元增至410亿美元；而到了2028财年，这一数字则有望进一步攀升至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"]