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🫓已经烙到28年了
AMD盘前大涨近6%,苏姿丰:誓夺AI芯片市场“两位数”份额
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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\">\nAMD盘前大涨近6%,苏姿丰:誓夺AI芯片市场“两位数”份额\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-11-12 17:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周三, <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> 盘前拉升。美东时间周二,在AMD首次举行的公司金融分析师日活动上,AMD CEO<a href=\"https://laohu8.com/U/4197426173463722\" title=\"苏姿丰\" class=\"promotion-word\">苏姿丰</a>给出了乐观的人工智能(AI)市场预期,并预计未来五年AMD的销售会加速增长。</p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/U/4197426173463722\" title=\"苏姿丰\" class=\"promotion-word\">苏姿丰</a>公布了AMD未来三到五年的财务目标。她表示,AMD的目标是在数据中心人工智能芯片市场中<strong>占据“两位数”的份额,预计数据中心芯片的年收入将在五年内达到1000亿美元。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/065ea088dc46312bf0e6f176885d3f45\" title=\"\" tg-width=\"524\" tg-height=\"150\"/></p><p style=\"text-align: justify;\">为实现这一目标,<a href=\"https://laohu8.com/U/4197426173463722\" title=\"苏姿丰\" class=\"promotion-word\">苏姿丰</a>预计未来三到五年,公司的年均营收年营收复合增长率(CAGR)<strong>将超过35%,其中,AI数据中心的营收将平均增长80%。每股收益届时将增至20美元。</strong>相比之下,目前分析师预计的均值为,今年AMD的年销售将增长32%,此后两年——2026年和2027年将分别增长31%和39%。</p><p style=\"text-align: justify;\">这一系列激进的目标旨在向市场证明,AMD有能力将围绕AI的热度转化为切实的财务回报。</p><p style=\"text-align: justify;\">同时,<a href=\"https://laohu8.com/U/4197426173463722\" title=\"苏姿丰\" class=\"promotion-word\">苏姿丰</a>称,AMD预计,包括处理器、加速器、网络产品在内,到2030年,AI数据中心的总市场规模(TAM)将突破1万亿美元,远超今年的约2000亿美元,复合年增长率(CAGR)超过40%。最新TAM目标。华尔街见闻曾提到,今年6月苏姿丰表示,预计到2028年,AI处理器的市场规模将超过5000亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/523f8a8683ccd96c2399b8e279094828\" title=\"\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/194ac87793d710ae6912052802842036","relate_stocks":{"AMD":"美国超微公司"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163823344","content_text":"周三, 美国超微公司 盘前拉升。美东时间周二,在AMD首次举行的公司金融分析师日活动上,AMD CEO苏姿丰给出了乐观的人工智能(AI)市场预期,并预计未来五年AMD的销售会加速增长。苏姿丰公布了AMD未来三到五年的财务目标。她表示,AMD的目标是在数据中心人工智能芯片市场中占据“两位数”的份额,预计数据中心芯片的年收入将在五年内达到1000亿美元。为实现这一目标,苏姿丰预计未来三到五年,公司的年均营收年营收复合增长率(CAGR)将超过35%,其中,AI数据中心的营收将平均增长80%。每股收益届时将增至20美元。相比之下,目前分析师预计的均值为,今年AMD的年销售将增长32%,此后两年——2026年和2027年将分别增长31%和39%。这一系列激进的目标旨在向市场证明,AMD有能力将围绕AI的热度转化为切实的财务回报。同时,苏姿丰称,AMD预计,包括处理器、加速器、网络产品在内,到2030年,AI数据中心的总市场规模(TAM)将突破1万亿美元,远超今年的约2000亿美元,复合年增长率(CAGR)超过40%。最新TAM目标。华尔街见闻曾提到,今年6月苏姿丰表示,预计到2028年,AI处理器的市场规模将超过5000亿美元。","news_type":1,"symbols_score_info":{"AMD":2}},"isVote":1,"tweetType":1,"viewCount":109,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":16,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/499357678023544"}
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